• Status: Solved
  • Priority: Medium
  • Security: Public
  • Views: 82
  • Last Modified:

Heirarchy In Excel

   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)
Sam OZ
Sam OZ
1 Solution
Ryan ChongCommented:
try use Microsoft Project instead? it's designed for this purpose.
Rob HensonFinance AnalystCommented:
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.

David Johnson, CD, MVPOwnerCommented:
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
Get your problem seen by more experts

Be seen. Boost your question’s priority for more expert views and faster solutions

Martin LissOlder than dirtCommented:
You can use a treeview control on a userform as in this example.
Lyubomir DimitrovReporting & Excel SupportCommented:

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,
Martin LissOlder than dirtCommented:
I'm glad I was able to help.

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
Question has a verified solution.

Are you are experiencing a similar issue? Get a personalized answer when you ask a related question.

Have a better answer? Share it in a comment.

Join & Write a Comment

Featured Post

Cloud Class® Course: Python 3 Fundamentals

This course will teach participants about installing and configuring Python, syntax, importing, statements, types, strings, booleans, files, lists, tuples, comprehensions, functions, and classes.

Tackle projects and never again get stuck behind a technical roadblock.
Join Now