Repeat Parent of Nested Items - Like Pivot Table

Jon De Leon

Hi,
I'm a new Board user. I have the following Layout that I'm doing in Excel-Board add-in. Under the By Row, I have our company's categories and each customer under that category (i.e. Toys -> CustomerABC). I'll be linking this table to another tab in this workbook where I need to pick up this combination via a sumifs. Is there a way to repeat the "Category" for each "Forecast Group" similar to a pivot table in Excel?

Thanks,
Jon

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Jon De Leon
Manager, Financial Analytics

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Andrew Hodgson

Just right-mouse click and switch to flattened mode... this will repeat all parents on the hierarchy.


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Andrew Hodgson
Senior Finance Manager | Product & Customer Finance
Bankwest
Australia
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Jon De Leon

Thanks Andrew! That seemed to work. 
-Jon

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Jon De Leon
Manager, Financial Analytics
Horizon Group
United States
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