Adding business logic and formulas

In previous sections, we looked at the basic interactions and settings for displaying information available in Lumel EPM. In this section, we will go over how to quickly insert data input and calculated rows and columns.

Editing cells

Edit native measures and apply calculations at the work item level. Refer to this section to learn more.

Rows

• Insert Data Input Rows: The Planning Sheet allows you to insert static rows in matrix-style reports where you can input or enter the data.

• Insert Template Rows: With a single click, you can automatically include template rows at each hierarchical level, eliminating the need to manually add them at each level.

• Insert Formula Rows: The Planning Sheet allows you to insert calculated rows using an Excel-like formula engine.

Measures and Columns

• Insert manual input columns: Lumel EPM provides nine different data type options to manually enter data in your planning sheet, such as number, date, text, single/multi-select options, checkbox, person, last updated columns, etc.

• Insert calculated columns - Within planning sheets, you can insert calculated columns or measures at the work-item level.

• Quick Formula: This feature offers several one-click calculations for inserting both columns and rows.

Manage inserted rows & columns

Rows or columns inserted in the table, such as calculations, static rows, or data input columns can be managed using the 'Manage' options. To learn more, refer to Manage inserted rows & columns.