Sam OZ
asked on
Heirarchy In Excel
Hi,
I am preparing an estimate ( I don't have any tools other than Excel now)
How can I create a heirarchy breaking down a Task to Subtask in Excel ? Is it possible to have a tree created ? ( Clicking on the Task should bring the Subtasks)
I am preparing an estimate ( I don't have any tools other than Excel now)
How can I create a heirarchy breaking down a Task to Subtask in Excel ? Is it possible to have a tree created ? ( Clicking on the Task should bring the Subtasks)
try use Microsoft Project instead? it's designed for this purpose.
The only way I can think to do it using Excel would be to make use of a Pivot Table.
You can list your sub tasks with some sort of hierarchical ID reference, listing resources needed, cost, start/finish dates etc.
You can then use Pivot Table to summarise by the hierarchy IDs and use of filters in the pivot Table will enable viewing of separate hierarchy levels or expanding to see all.
Thanks
Rob
You can list your sub tasks with some sort of hierarchical ID reference, listing resources needed, cost, start/finish dates etc.
You can then use Pivot Table to summarise by the hierarchy IDs and use of filters in the pivot Table will enable viewing of separate hierarchy levels or expanding to see all.
Thanks
Rob
When you only have a hammer, everything looks like a nail.
Don't use Excel for this.. use word or even a trial version of project
https://products.office.com/en-us/project/project-online-professional
Don't use Excel for this.. use word or even a trial version of project
https://products.office.com/en-us/project/project-online-professional
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hi,
excel is not your tool, but I know it is sometimes all you have. you can do pivot table or a macro, but if it is a one time thing you can simply do it manually. It is pain but it is sometimes the only option.
good luck,
Lyubo
excel is not your tool, but I know it is sometimes all you have. you can do pivot table or a macro, but if it is a one time thing you can simply do it manually. It is pain but it is sometimes the only option.
good luck,
Lyubo
I'm glad I was able to help.
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If you expand the “Full Biography” section of my profile you'll find links to some articles I've written that may interest you.
Marty - Microsoft MVP 2009 to 2017
Experts Exchange MVE 2015
Experts Exchange Top Expert Visual Basic Classic 2012 to 2017