Template rows

Inforiver allows inserting calculated rows at every level in the hierarchy with the template row option.

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