At Risk Report with parent and only some select rows

LMK · 03/19/19

Can someone please assist with reporting at risk line items? I have parent/child hierarchy and want to only report those parents that are over budget and only the line items under that parent that have fees greater than 0.

Andrée Starå · 03/19/19

Hi,

Can you describe your process in more detail and maybe share the sheet(s) or some screenshots? That would make it easier to help. (share too, andree@getdone.se)

Have a fantastic week!

Best,

Andrée Starå

Workflow Consultant @ Get Done Consulting

Paul Newcome · 03/21/19

There are a few ways to do this. The easiest way would be to use a checkbox column and write an IF statement to establish your criteria. You could then build your report to pull all rows where the box is checked.

=IF(AND(COUNT(CHILDREN([Item Name Column]@row)) > 0, [Actual Cost Column]@row > [Budget Column]@row), 1, IF(AND(COUNT(CHILDREN([Item Name Column]@row)) = 0, [Total Column]@row > 0), 1))

First it will look to see if the row has any children rows. If it does and the Actual is greater than the Budget, it will check the box.

If the row does not have any children rows (meaning it is itself a child row) and the Total is greater than 0, it will check the box.

You can then build your report to pull all rows where the box is checked, and it will automatically be sorted with the parent row above the children rows.

At Risk Report with parent and only some select rows

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