Demo – 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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Solution Overview

What you’ll need

Core Smartsheet

Complexity

Intermediate

What’s Included

  • Task name formula
  • Level formula

Want to find out more?

Use the link below to get in touch or book a meeting with one of our team.

Rich Coles

Founder &
Managing Director

Suzie Alloway

Head of Project & Programme Management

Get in Touch
Sebastian Saffirio
LinkedIn

More Resources from Prodactive

Solution Overview

A workaround to address the common problem of losing visual hierarchy in reports by creating a custom column with a formula that adds chevrons to task names, effectively simulating indentation to indicate hierarchical levels.

Useful Links

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Demo – Virtual Hierarchy to Reports

Case Study

Implementing a Common Execution Platform

Demo Asset

Project Learnings

What They Say

Phil and the Prodactive team optimised Smartsheet Control Centre for our joinery jobs, enhancing efficiency and visibility. Their dedication and responsiveness ensured a customised solution aligned with our business needs.
Chloe March BrownOperations Manager, Forest Joinery
Chloe March Brown
[Prodactive was] very flexible with our requirements and quick to respond with changes and user feedback. Smartsheet is a game changer for efficiency and work transparency.
Angela LekkouSenior Project Manager, Sani/Ikos
Angela Lekkou
Prodactive has been a valuable partner in helping us get more from our Smartsheet setup. Their expertise has saved us time and helped us find better ways to work, and they’ve been a great sounding board for ideas along the way. The fact that they’re local has made collaboration even easier when face-to-face time has been helpful. Overall, they’ve been flexible, knowledgeable, and easy to work with – we’d happily recommend them.
Liam NicholsonSystems & Projects Director, Huel
Liam Nicholson
I consider myself to be an advanced Smartsheet user but after only two hours with Rich, I already felt I had my money's worth for Prodactive’s 10 hour support package.
David WattsDivisional SHEQ Manager, Epwin Group
David Watts
Rich Coles supported us not just as an implementation partner but also as a consultant, an advisor in driving us through the capability of the tool offering solutions with best practices.
Anupreet MalhotraIT Program Director, Acuity
Anupreet Malhotra
Working with Rich and Prodactive was a pleasure and I would highly recommend his services to anyone interested in utilising the Smartsheet platform
Greg BaileyManagement Accountant, Logistica
Greg Bailey
Gong cha has Master Franchisees around the world and this has really helped me to streamline my processes, save so much time for everyone involved and provide instant updates 24/7
Ahmet BaristiranFormerly Global Transformation Director, Gong Cha
Ahmet Baristiran
I really enjoyed working with Prodactive on this solution. Their PPM expertise was evident from the start and they showed great flexibility in adapting their standard solution to support the unique aspects of what we do, without compromising on good project management practice
Shaf ChaturBusiness Process Manager, Elements Green
Shaf Chatur
The solution Prodactive has built for us is a total game-changer. We engaged with them for their PPM expertise and their template set has given us a consistent framework with which to manage our projects
Oliver HolmesOperations Director, Bernard Interiors
Oliver Holmes
Prodactive were happy to build the solution piece-by-piece and were able to adapt it on the fly as new ideas surfaced. They were also willing to subject it to the exacting level of scrutiny that our own clients put on us
Paul FitzgeraldManaging Director & Founder, Hawksmoor Construction
Paul Fitzgerald
Not only do you get a Smartsheet wizard that is able to turn ideas into sound solutions, but you get a strategic partner that challenges you with over 25 years of PPM and Pharma experiences
Abdullah AlmiqsabiSenior Manager, Corporate Planning, Genmab
Abdullah Almiqsabi
I highly recommend Prodactive to develop your Smartsheet workspace. Rich is incredibly knowledgeable with Smartsheet, Processes, Systems and Project Management
Steve GriesselGroup Chief Executive Officer, Paramount
Steve Griessel
Thanks to Prodactive and Smartsheet, projects have never been more organised. Our scientists can look at time plans and spot dependencies across departments, enabling them to plan and allocate resources more efficiently.
Gundeep Singh & Inês BarbosaHead of Project Management & Head of Portfolio Management, RxCelerate
Gundeep Singh & Inês Barbosa
Words cannot express how grateful I am for Smartsheet and the amazing talent of Rich Coles and Fiona Roncal of Prodactive Solutions...
Tenille CooleyGlobal Director, PMO, Alcohol-Ready-To-Drink, Emerging Category, The Coca Cola Company
Tenille Cooley
View All Testimonials
Phil and the Prodactive team optimised Smartsheet Control Center for our joinery jobs, enhancing efficiency and visibility. Their dedication and responsiveness ensured a customised solution aligned with our business needs.
Chloe March Brown
Operations Manager, Forest Joinery
[Prodactive was] very flexible with our requirements and quick to respond with changes and user feedback. Smartsheet is a game changer for efficiency and work transparency.
Angela Lekkou
Senior Project Manager, Sani/Ikos
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