Row gripper
Last updated
Last updated
In this section, let's explore the various options in Inforiver to customize rows in your reports.
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.
Select all the categories at a particular hierarchy level using this option. You can apply styling or number formatting to all the selected rows.
Inforiver 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.
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.
a) Calculated row
You can create a new row using Inforiver's built-in formulas or write a custom calculation. Learn more about calculated rows.
b) Static row
You can insert a row and manually enter data using the static row option. Learn more about static rows.
c) Row hierarchy
Use this option to insert a user-defined level into hierarchical data. Learn more about row hierarchies.
d) Insert row(s)
You create visual level hierarchies or bulk insert multiple row categories using this option. Learn more about inserting rows.
e) Contribution row
Contribution rows can be used to calculate the contribution of a particular row to its parent. Select a particular row and use the Calculated Rows > Add Contribution Row option to create a contribution row for it. Learn more about contribution rows.
f) Template row
Use template rows to insert a calculated row in every level of the hierarchy. Rather than repeatedly creating a calculated row for each level, you can use the Calculated Rows> Template row option to insert rows in a single shot. Learn more about template rows.
g) 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.
h) Add Break Row
Insert break rows to demarcate row categories. You can also apply formatting like setting the color for break rows.
i) Sum/Avg row
Select rows and choose the Calculated Rows> Insert sum of row or Insert average of row options from the row gripper to create a new row with the sum/avg of the selected rows. Learn more about calculated rows.
Inforiver enables you to set custom aggregation to calculate the sub-totals at the parent node level for hierarchical data. This option is available in the row gripper for parent nodes only.
In the report below, the 'Technology' category has an aggregation of sum, the 'Furniture' category has an aggregation of minimum, and the 'Office Supplies' category has an aggregation of average. Learn more about managing aggregation in Inforiver.
In addition to the default aggregation at the parent node level, Inforiver allows you to add multiple totals/sub-total rows with different aggregation types. This option is available in the row gripper for parent nodes only.
In the report below, notice how minimum, standard deviation and average rows have been created, in addition to the default total/sub-total aggregation.
The actions section has various formatting and customization options for rows. Let's take a detailed look.
a) 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.
We have used the Add Row Break option to create one page corresponding to each category - Technology, Furnishings, and Office Supplies.
b) 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.
Notice how the expand/collapse icon has been removed for the category level i.e. Furniture, Office Supplies, and Technology.
c) Hide icon and children
This option removes the expand collapse icon and hides all the child rows, retaining only the parent row.
Notice how all the children under the Furniture category have been hidden and the expand/collapse icon has been removed.
d) 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.
The 'Bookcases' row has been masked using this option. Use the Show All Rows option from the row gripper to display the hidden rows.
e) 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 'Furnishings' row has been removed using the Skip row option and the totals and sub-totals have been adjusted accordingly.
f) 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.
g) 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.
h) 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.
