Row gripper

In this section, let's explore the various options in the Planning sheet to customize rows in your reports.

1. Freeze grand total

If you have set a multi-page layout with scrolling, use this option to ensure the grand total row is fixed to the top of the page.

Freeze grand total

You can also disable the Grand Total by using the Disable Grand Total option. If you want, you can set the Grand Total on the last page by using the Set Grand total below option as shown in the image below.

Various options for the Grand Total

2. Select

There are various options available to select the rows to apply styling or number formatting options to the selected rows.

Various select options

- Select Brand dimension

Select all the categories at a particular hierarchy level using this option. In the image below all the brand dimensions are selected.

Brand Dimension is selected

- Select Descendants

Selects the children under a particular row dimension category.

Seel t Descendants

- Select Parent and Descendants

Selects all the children as well as the parent row dimension category.

Select parent and descendants

- Select Category - Descendants

Selects the children under a chosen row hierarchy.

Select Category descendants

- Select Category - Parent and Descendants

Selects the parent as well as all the children under a chosen row hierarchy.

Select Category Parents and descendants

3. Expand/Collapse

EPM Planning makes it effortless for you to handle large hierarchical datasets. Instead of manually expanding or collapsing each level of the hierarchy, you have various options in the row gripper. Learn more about managing hierarchies.

Expand/Collapse options

4. Insert

You can easily insert rows from the row gripper menu. Let's explore the different types of rows that can be inserted using this option.

Insert rows options

4.1. Formula

You can create a new row using EPM's built-in formulas or write a custom calculation. Learn more about calculated rows.

4.2. Data input

You can insert a row and manually enter data using the static row option. Learn more about static rows.

4.3. Add Break Row

Insert break rows to demarcate row categories. You can also apply formatting, such as setting the color for break rows.

Break Row inserted

4.4. Empty row

Financial statements and reports often require options to add white spaces for formatting. Inforiver provides the insert empty row option to achieve this in a single click. Learn more about empty rows.

4.5. Add Row hierarchy

Use this option to insert a user-defined level into hierarchical data. Learn more about row hierarchies.

4.6. Insert row(s)

You create visual level hierarchies or bulk insert multiple row categories using this option. Learn more about bulk inserting rows.

5. Actions

The actions section has various formatting and customization options for rows. Let's take a detailed look.

Actions

5.1. Add row break

You can use this option to set pagination based on the category i.e. your report will have one page per category. This option is available in the row gripper for parent nodes only.

Add Row Break

We have used the Add Row Break option to create one page corresponding to each brand.

Each brand in each page after the Add row Break

5.2. Hide Icon for level

You can use this option to disable the expand/collapse icon for a particular level of the hierarchy. The hierarchy will always be in an expanded state for that level.

Hide Icon for Level

Notice how the expand/collapse icon has been removed for the Brand level i.e. AquaSplash and Artisan Ale.

The Expand/Collapse icon has been removed for brand

5.3. Hide icon and children

This option removes the expand collapse icon and hides all the child rows, retaining only the parent row.

Hide Icon and Children

Notice how all the children under the Beer category have been hidden, and the expand/collapse icon has been removed.

Beer category's icon and children are removed.

5.4. Freeze row

With Lumel EPM you can freeze selected rows to keep key metrics in view - making analysis faster and more efficient.

Freeze rows option

We've frozen the 'Artisan Ale' row. The row remains static even when we navigate to different pages, as shown in the second image.

Artisan Ale row is frozen

Frozen rows retained on the screen after page switch

With the Planning sheet you can freeze both rows and columns. Frozen rows and columns will be captured in Excel and PDF exports.

5.5. Hide row

This option can be used to mask rows in the report. Note that hidden rows will still be included in total and sub-total calculations.

Hide Rows

The 'Artisan Ale' row has been masked using this option. Use the Show All Rows option from the row gripper to display the hidden rows.

Artisan Ale row is hidden

5.6. Skip row

The skip rows option can be used when you need to effectively perform a soft delete on a row - the row will be excluded from totals and exports.

Use the Alt + G shortcut to select multiple rows and skip all of them.

The 'Furniture' row and all its children have been removed using the Skip row option and the totals and sub-totals have been adjusted accordingly. This option can be used to skip individual child rows as well.

Artisan Ale row is skipped

5.7. Skip and show row

This option will exclude the selected row category from totals and subtotals, but the row will still be displayed. The icon indicates that the row has been skipped.

Skip and show row

5.8. Disable Subtotal

Use this option to remove all the sub-total aggregations for parent nodes in the hierarchy. This option is available in the row gripper for parent nodes only. In the animation below, notice how all the subtotal calculations have been removed using this option.

Disable Subtotal

5.9. Set Subtotal below

This option will position the parent sub-total rows below the child rows. In the animation below, notice how the subtotal rows have been moved to the bottom, below all the child rows.

Set subtotal below

5.10. Hide ruler

In the Table and Stepped layout, rails are displayed in the report by default. If you do not require rails for formatting, a Hide ruler option has been added to the row gripper under the Actions section. This is primarily intended for report authors who are unaware of the rails option on the toolbar.

Hide ruler