Manage inserted rows

Rows inserted in the visual such as calculations, static rows, template rows, or data input rows can be managed using the Manage Rows option.

Inserted Row pop-up.

1. Rows

Inserted rows such as static, calculated, etc. can be managed from the Rows tab in the Inserted Rows pop-up. A list of the inserted rows is displayed. Each type of row: calculated, aggregated, data input, and template can be identified by the row icons. The following operations can be performed:

a) Add rows - You can instantly add child rows and sibling (at the same level of the hierarchy) rows right from the Manage Rows side pane.

b) Edit - Formulae or other properties can be modified.

c) Show/hide row - Inserted rows can be hidden temporarily.

b) Delete - The inserted row can be permanently deleted.

d) Show row indicator toggle - The pencil icon beside the inserted rows can be hidden.

Hover over the row to view these options.

Row management operations

f) Search and filter custom rows - Use the Search and Filter options to search for a particular row category or display rows based on the type.

Search and filter inserted rows

g) Hover over a row to view the timestamp when it was inserted.

View creation timestamp

Tree view

Use the Tree View to easily identify the hierarchy level where a specific row was created.

Tree view

List view

The List view displays rows in the order in which they were inserted.

List view

2. Row settings

The Manage Rows side panel has a Row Settings tab that lets you configure settings such as user permissions and configuration of the rows inserted.

Row Settings Tab

Within the Row Setting, we have two options

  • Insert Row Configuration

  • Row Edit User Validation

2.1. Insert row configuration

Insert Row Configuration lets you configure the type of Insert allowed. You can set category-based rules on rows that are bulk-inserted. Here we have 5 options. They are

  1. Text : Learn more about Text

  2. Distinct Values : Learn more about Distinct Values

  3. Disable Insert Rows : Learn more about Disable Insert Rows

  4. Options from CSV : Learn more about Options from CSV

  5. Options List from Lookup Model : Learn more about Options List from Lookup Model

Insert Row ConfIguration Types

2.2 Row Edit User Validation

You can set row-level permissions to edit rows of Data Input and Forecast columns. If your semantic model contains an Email ID field, you can grant access to specific email IDs to edit associated row categories. The steps to configure row edit access have been outlined below.

Row Edit User Validation

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