Template rows (WB Matrix)

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 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.

Creating a calculated template row

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

Row position

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

include in total

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.

The below image shows another example, where the rows 'Medium-Large' are defined as the previous month's value for the size 'Medium'. To learn more about the formula used, refer to RELATIVE_COLUMN.

Template row

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.

Edit or delete template rows

Dynamic Referencing of Sibling's child in Templated Rows.

You can reference a sibling's child in Templated Rows. A Dynamic reference feature has been included, which enables you to reference the siblings' child row values while inserting calculated template rows. Through this dynamic referencing, the value gets auto-populated depending on the Parent class.

In the image below, we refer to the value of 'Juices' under the 'Beverages category', for the inserted Template rows. This value is reflected in the inserted template rows across all the sibling categories within the same sub-region. In this case, Beverages and Water, in the sub-region 'APAC'.

When we check the values of the inserted Templated rows within the sub-region 'EMEA' we see the values are dynamically referring to the 'Juices' under 'Beverages' within 'EMEA'.

Referring to a sibling's child in templated rows.

When we check within the United States region, under the central sub-region, the siblings Beverages and Water contain a new templated row whose value dynamically refers to the value of Juice under Beverages within the same sub-region.

Dynamic referencing of values inside templated rows, depending upon the parent class.

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.

Selecting the row categories to create template rows

The 'Amarilla Enhc' row has been created only for the 'Channel Partners' and 'Government' product segments.

Conditional template rows created for specified row categories

You can specify more complex filter conditions by selecting the Advanced option. In this example, we have added two group filters: one for Central + Home Office and the second for East + Consumer.

Creating template rows based on filter conditions

The 'Furniture enhc' row is created only for Central > Home Office and East > Consumer levels based on the filter conditions specified.

Template rows created based on specified conditions