nav[aria-label="Primary Navigation"] { padding: 0; & ul { list-style: none; width: 100%; display: flex; flex-direction: row; justify-content: start; align-items: start; gap: 30px; padding: 0; & li { margin: 0; } & ul li { list-style: none; } } }

Smartsheet Community

Connect with peers, share your expertise, and inspire what’s next in Smartsheet — from proven practices to practical how-to insights from fellow users and product experts.

Welcome!

At Risk Report with parent and only some select rows

LMK

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.

Find more posts tagged with

Formulas

Reports

Legal

Project Management

Comments

Andrée Starå

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

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.

Sign in to join the conversation!

Quick Links

Trending discussions

Form Submitter
How do I see who submitted a form for a specific sheet?
Gantt view reporting activity in coming week
Hi, I have a Gantt covering 500+ rows of events past and planned. I use it to predict and track values around these events. Using helper columns to identify the current week, I get an email report on a Monday that tells me the upcoming events in the current week (7 days) and their values. Currently if an event spans…
How to restrict sub-action due dates in a Smartsheet Form?
Hi Smartsheet Community, I'm working on an action management system where users create sub-actions through a Smartsheet Form. The requirement is simple: a sub-action's due date must be earlier than or equal to its parent action's due date. For example, if the parent action is due on June 30, 2027, users should not be able…