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    • Inforiver Writeback Matrix April 2025 - v4.4.2
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    • Inforiver Writeback Matrix March 2025 - v4.3 - Time series formulae
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    • Inforiver Writeback Matrix December 2024- v3.8 - Improved Scheduler Performance & Other Enhancements
    • Inforiver Writeback Matrix December 2024 - v3.7 - Merge rows, new rounding functions & More
    • Inforiver Writeback Matrix November 2024 - v3.6.2 - Import from Google Sheets & More
    • Inforiver Writeback Matrix October 2024 - v3.6 - Approval Workflows & Other Enhancements
    • Inforiver Writeback Matrix October 2024 - v3.5 - Lookup visuals & more
    • Inforiver Reporting Matrix Nov 2024 - v3.3 - Variables
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On this page
  • 1. Formula editor
  • 2. Include in total
  • 3. Include in charts
  • 4. Evaluate column before rows
  • 5. Custom scaling
  • 6. Bind for Cross filter/RLS

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  1. Working with Inforiver
  2. 4. Adding business logic and formulae

Insert calculated rows

Previous4. Adding business logic and formulaeNextTemplate rows

Last updated 2 months ago

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Inforiver provides an option to insert calculated rows using an intuitive formula editor. The Excel-like formula engine supports 50+ functions (logical, boolean, math functions, and more). The formula editor provides syntax, examples, and features such as autocomplete, multi-line support, and more to help users create, and troubleshoot formulas.

Refer to for a detailed list of functions, operators, and identifiers that can be used for calculations.

Let us take this example, where we have sales data by category and subcategory. Let's insert a row for Specialty Beverages which is calculated as the minimum of the other subcategories in Beverages across quarters.

Select the Tea & Coffee row above which we need to insert the row. In the Insert tab, click on the Insert Row dropdown. Select the Formula option.

A blank row gets inserted and a side panel opens up as shown.

You can also create parent rows as calculated rows.

1. Formula editor

1.1. Rename the title and click on the formula editor. You can see a list of available functions in the Functions tab.

1.2. As you start typing, Inforiver's IntelliSense narrows down the list of functions to match the entered text. Click on MIN.

1.3. Inforiver displays the syntax for the function. Click on the arrow highlighted.

1.4. Inforiver displays a description of the function and a detailed explanation of the arguments with examples.

1.5. To insert a reference to a particular row, click on the row when the cursor is placed in the formula editor.

1.6. The other way is to use the References tab. To access Soda, you need to type Beverages.Soda. As you start typing, the references get narrowed down. Select 'Beverages'.

Select 'Soda' from the dropdown.

1.7. The calculated row gets created as shown.

To see the underlying logic for calculated data, click on the cell to preview the formulae applied in the formula bar.

Select a parent-level row and choose the Aggregation option from the Insert Row menu.

Select the aggregation type from the dropdown menu.

Any errors in the formula can be easily located with clear and concise error messages. In the maximized formula editor view, you will also notice line numbers, allowing you to quickly locate and fix errors.

2. Include in total

a) Check the 'Include in total' checkbox as we need the Specialty Beverages value to be included in the Beverages total and the grand total. Click 'Create'.

b) You can see that the row is renamed and the values are populated. There is also a formula bar on the top which shows the formula defined.

Note that the grand total is now updated to 255m.

c) Let's uncheck the 'Include in total' checkbox and click 'Update'.

d) You can see that the grand total has now reverted back to the original value of 239m.

3. Include in charts

a) Check the 'Include in charts' checkbox and click 'Update'.

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

b) Let's now add a bar chart to 2022 Actuals. Click on the column and select the highlighted bar chart from the 'Home' tab.

c) Notice that the Specialty Beverages row is also visualized using the bar chart.

d) On unchecking the 'Include in charts' checkbox and clicking 'Update', you can see that the calculated row is no longer shown as charts.

4. Evaluate column before 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.

5. Custom scaling

In certain cases, the values in calculated rows may not conform to the number scaling set at the report level. You can apply a custom scaling factor based on the nature of the calculation applied.

6. Bind for Cross filter/RLS

You can enable the Bind for Cross filter/RLS option – this ensures that cross-filter selections and RLS settings apply to calculated/manual input rows that reference other rows. For example, if this option is not enabled, a manager handling Canada accounts can view a manually inserted row that references US data or an inserted region that is manually created at the visual level.

You can bind inserted rows by selecting a reference row or a dimension category.

  • Binding by selecting a row

To select a particular reference row, choose Row from the SelectionType dropdown. The Alaska>Inforiver hierarchy references the Canada row in the example below.

The Alaska hierarchy is displayed for users with RLS access to Canada data.

  • Dimension category

To bind the inserted row to a particular dimension category, choose Dimension member from the SelectionType dropdown. In the example below, the Paseo adjustment row references the Paseo product.

Notice how the adjustment row is displayed for users with access to Paseo products.

Resources

While you can use the and functions to calculate the sum and average of rows respectively, you can also use the Aggregation option from the 'Insert Row' menu.

SUM
AVERAGE
Insert Formulas, Columns and Aggregation
Visual calculations using Inforiver
Implement SUM measure totals in Power BI (without using DAX)
Excel-like MoM, QoQ, YoY % Calculations in Rows in Power BI
formula syntax
Inserting a calculated row
Create calculated row
Parent rows as calculated rows
Enter the title
Select function
Formula syntax
Function description and examples
Referencing rows by selectingt them
Inserting a reference from the dropdown
Referencing child records from the dropdown
Formula row is inserted
Inserting aggregated rows
Creating a custom aggregated row
Fixing errors in formula
Including calculated row in total
Calculated row inserted
Excluding Specialty Beverages from total
Specialty Beverages excluded from total
Include in charts
Adding a bar chart
Bar chart shown for calculated row
Calculated row shown as numbers
Total value calculated based on formula
Total value calculated as sum of category values
Scaling Factor
Bind by row selection
Row binding for RLS
Bind to dimension category
Adjustment row dispayed for Paseo products