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.

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) Edit - Formulae or other properties can be modified.

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

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

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

e) 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.

Hover over the row to view these options.

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.

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

Tree view

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

List view

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

2. Row settings

The Manage Rows side panel has a Row Settings tab that lets you configure settings such as user permissions.

2.1. Insert row configuration

You can set category-based rules on rows that are bulk-inserted. Learn more about bulk inserting rows. For example, you can disable row insertion for certain row dimension categories, enforce distinct values, or source categories from an Excel spreadsheet.

4. Evaluate column before rows - taken from insert calculated rows.

When inserting calculated rows, in some cases you might want the total to be the sum of the child columns whereas in other cases, it needs to follow the defined formula. This behavior can be configured using the 'Evaluate column before rows' option.

Let's consider an example where we are inserting the relative variance between two rows. In the below image, with 'Evaluate columns before rows' enabled, you can see that the variance for the grand total is calculated based on the grand total values of Pacific and Central.

When 'Evaluate columns before rows' is disabled, the grand total variance is calculated as the sum of Beverages and Water which is not the expected behavior in this case.