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Create a hierarchical OKR data set

SouravKayal
8 - Asteroid

I have a data set as follows

 

 

Objective IDObjective NameObjective StartObjective FinishKey Result IDKey Result NameKey Result Start DateKey Result Finish DateTask NameTask FinishInv FlagIssue NameIssue Resolution DateRisk NameRisk Resolution Date
OB02OBJ 0213-06-202431-12-2026KR4Test 113-06-202413-06-2024Task 130-09-2024KD(blank)(blank)(blank)(blank)
OB02OBJ 0213-06-202431-12-2026KR4Test 113-06-202413-06-2024Task 231-12-2026KD(blank)(blank)RSK130-11-2025
OB02OBJ 0213-06-202431-12-2026KR4Test 113-06-202413-06-2024Task 331-12-2026KDIss0130-06-2026RSK130-11-2025
OB02OBJ 0213-06-202431-12-2026KR4Test 113-06-202413-06-2024Task 530-09-2021KD(blank)(blank)(blank)(blank)
OB02OBJ 0213-06-202431-12-2026KR5Test 213-06-202413-06-2024Task 131-12-2026KD(blank)(blank)(blank)(blank)
OB02OBJ 0213-06-202431-12-2026KR6Test 313-06-202413-06-2024Task 201-01-2025KD(blank)(blank)(blank)(blank)
OB02OBJ 0213-06-202431-12-2026KR7Test 413-06-202413-06-2024Task 131-12-2026KD(blank)(blank)(blank)(blank)
OB02OBJ 0213-06-202431-12-2026KR8Test 507-04-202507-04-2025Task 1030-11-2027KD(blank)(blank)(blank)(blank)
OB02OBJ 0213-06-202431-12-2026KR9Test 607-04-202507-04-2025Task 131-12-2026KD(blank)(blank)(blank)(blank)
OB02OBJ 0213-06-202431-12-2026KR9Test 607-04-202507-04-2025Task 231-12-2026KD(blank)(blank)RSK230-11-2025

 

I want to create a data structure to set up a hierarchy in a pivot table based on parent child

 

OBJ - highest, then KR , then Task then risk issues but a unique hierrachy

 

What I want is something like this :

 

TypeNameStart DateEnd Date
FlagKD- 
OBJOBJ 0213-06-202431-12-2026
KRTest 113-06-202413-06-2024
MSTask 1-30-09-2024
RIRisk Name- 
IsIssue Name- 
MSTask 2 31-12-2026
RIRSK1 30-11-2025
IsISS01 30-06-2026

 

THe dates should be summarised as start and end with end dates only for risk and issues

 

If the KR is repeated for multiple tasks and tasks linked to risk and issues I should see the KR only once and the related task only once as above

4 REPLIES 4
SouravKayal
8 - Asteroid

How can i achieve this 

jrlindem
12 - Quasar

Can you elaborate more on how your data goes from the first table to the second?  There seems to be a lot of custom arranging where the pattern is not easy to follow.  -Jay

SouravKayal
8 - Asteroid

The Type becomes if its an objective , KR , task , risk or issue and all names must be appearing under a name column with their respective dates  as start and end date

SouravKayal
8 - Asteroid

Can anyone please help me with this ?

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