Template rows (Reporting Matrix)

Inforiver Matrix delivers efficient hierarchy handling with the template rows option - insert custom rows automatically at each level of the hierarchy at one shot, without having to insert them individually. Let us take this example: Sales data by region and category. Let's insert a calculated row in each hierarchy that is 1.5 times the value of Beverages across quarters.

STEP 1: Create a template row by choosing the option from the Insert Row menu.

STEP 2: Enter the title and the desired formula in the editor. When you click Create, the row gets created across all levels of the hierarchy.

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

STEP 4: Select the Apply the same style to all rows checkbox if you want to replicate the same formatting to all the template rows. For example, let's apply a background color to the row.

STEP 5: To include the row value in subtotals and totals, check the 'Include in total' check box.

STEP 6: If charts are added to the table, the Include in charts option allows you to visualize the calculated rows as well using charts.

STEP 7: If the 'Evaluate columns before rows' checkbox is enabled, the defined formula is used for calculating the column totals. If this check box is disabled, then sum aggregation is followed for the column totals. To learn more, refer Evaluate columns before rows

STEP 8: 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.