Add Virtual Hierarchy to Reports

We love Smartsheet reports as they are so powerful. But one frustration we share with many people we speak to is that you lose the hierarchy or indentation when you important a sheet into a report.

After being asked about this yet again, we had a little think and thought there is a way of doing this more creatively by using a helper column and adding chevrons to mark the indentation.​

Here’s the formula used for the Task Name*:

=IF([Level*]@row = 0, [Task Name]@row, IF([Level*]@row = 1, “> ” + [Task Name]@row, IF([Level*]@row = 2, “>> ” + [Task Name]@row, IF([Level*]@row = 3, “>>> ” + [Task Name]@row, IF([Level*]@row = 4, “>>>> ” + [Task Name]@row, IF([Level*]@row = 5, “>>>>> ” + [Task Name]@row, IF([Level*]@row = 6, “>>>>>> ” + [Task Name]@row)))))))​​

 

And here’s the Level* formula:=COUNT(ANCESTORS())

 

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Sebastian Saffirio
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