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.

STEP 2: 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.

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.

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

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.

The 'Include in charts' checkbox is enabled only when the 'Include in total' option is unchecked.

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.

Conditional template rows

You now have additional control over which levels to create template rows in. Click the configure link in the Template conditions section. You can directly select the row categories by selecting the Simple radio button.