Insert Template rows

Lumel EPM delivers efficient hierarchy handling with the template rows option - insert custom rows automatically at each level of the hierarchy at one shot, without having to insert them individually.

Let us take this example: Sales data by region and category. Let's insert a calculated row in each hierarchy which is 1.5 times the value of Beverages across quarters.

STEP 1: Click on the row above which to insert a template row. Create a calculated row by choosing the Formula option from the Home > Insert Row menu.

Creating a Calculated Row

STEP 2: In the Calculated Row modal, select the Templated option. Enter the title and the desired formula in the editor. When you click Create, the row gets created across all levels of the hierarchy.

Insert Templated Rows.

STEP 3: Set the row position to ‘First’, ‘Auto’, or ‘Last’ from the drop-down.

• First - the template row will be placed first at the category level, irrespective of where it is added

• Auto - the template row is placed above the selected row where it is added

• Last - the template row is placed last at the category level, irrespective of where it is added.

Row position

STEP 4: To include the row value in subtotals and totals, check the 'Include in total' check box.

Include in total

STEP 5: If charts are added to the table, the 'Include in charts' option allows you to visualize the calculated rows as well using charts.

Include in Charts

STEP 6: You can add a description for the formula if needed.

Edit/delete the inserted template row by clicking on the row gripper of the selected template row and choosing the respective option from the drop-down.

Edit or delete template rows

Conditional template rows

You now have additional control over which levels to create template rows in.

You can configure the dimensions under which the templated rows are to be inserted by clicking 'Configure' in the Template conditions section. In the Template Conditions pop-up, we have the following radio options

• Simple

• Advanced

Simple Template Condition

Under the Simple Template Condition, you can directly select the row categories under which the Templated rows have to be inserted by checking the category boxes.

Simple Template Condition

The image below shows the Simple Templated row Hard Mix inserted under the brands AquaSplash and FizzJoy.

Simple Templated Row - Hard Mix is inserted

Advanced Template Condition

You can specify more complex filter conditions by selecting the Advanced option.

Here you can Add Filters and group them using the Add group option, and also create nested groups and filters.

Advanced template conditional rows configured for specified row categories

The image below shows Light Mix, a Templated Row configured using the Advanced Template condition inserted under the brands FizzJoy and AquaSplash.

Light Mix - Templated row configured using Advanced Condition

Dynamic Referencing of Sibling's child in Templated Rows.

Lumel EPM offers a dynamic reference feature that enables you to reference the siblings' child row values while inserting calculated template rows, i.e., you can reference a sibling's child within Templated Rows.

Through this dynamic referencing, the value gets auto-populated depending on the Parent class.

In the image below, we have inserted a Template row called 'Dynamic Templated Row', here we refer to the value of 'Original' under the 'Beer category', for the inserted Template rows.

This value is reflected in the inserted template rows across all the sibling categories within the same brand. In this case, Beer and Wine, under the 'Riverbend IPA' brand.

Dynamic referencing of a sibling's child in templated rows.

When we check the value of 'Dynamic Templated Row' within the AquaSplash and Zeneith Seltzer brand, their values dynamically refer to the value of the 'Original' variant within the same brand.

Dynamic Referencing Feature