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.

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

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=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)))))))​​

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