Back to: 5 Plays from the Smartsheet Guru Playbook
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Description
Using hierarchy properly, and creatively, helps you on your way to becoming a Smartsheet Guru. In this lesson you’ll learn all four hierarchy functions
- ANCESTORS()
- PARENT()
- CHILDREN()
- DESCENDANTS()
In this less you’re specifically see how to use them to group tasks into phases, roll up hours automatically, and apply consistent conditional formatting to rows. Once you start building with hierarchy, you’ll include it in all your sheets.
Lesson Resources
Build Along
To build along, follow these steps:
- Create a workspace to hold the Smartsheet assets you’ll use in this course
- Import the Guru Construction Sheet with the [Task Name] column as the primary column. Click here to download it . NOTE: This sheet will contain ALL the columns that will be used in this course. Some columns are hidden during lessons when they are not used.
- Add these column formulas to the respective columns:
| Column | Formula |
|---|---|
| Hierarchy | =COUNT(ANCESTORS()) |
| Phase | =IF(Hierarchy@row > 1, PARENT([Task Name]@row), “”) |
| Phase Estimated Hours | =IF(Hierarchy@row = 0, SUM(DESCENDANTS([Task Estimated Hours]@row)), SUM(CHILDREN([Task Estimated Hours]@row))) |