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Insert manual input rows
Quite often we would like to insert a row in our table/matrix reports in Power BI and enter our own data. For example, a financial statement report connecting to a database query may be able to fetch revenue & expense metrics, but it might not retrieve the number of shares outstanding. Similarly, a sales report can leave out the sales data for a newly launched product category.
To address such scenarios, Inforiver allows you to insert static rows in matrix-style reports where you can input or enter the data.
The option to insert rows is available in the 'Insert' tab. Note however that the 'Insert row' option is greyed out.
Select a row as shown below. The 'Insert row' option gets enabled. Click on the dropdown as shown. You can see a list of the available options. Click on 'Static row'.
Another way to insert static rows is by using the row gripper. The gripper icon is highlighted when you hover over a row. Click on it, then select the 'Add static row' option in the insert section.
A side panel opens when creating a static now, as shown below. Type in the name of the category and click 'Create'. You will see an empty record created above the row that was selected before the 'Insert Row' operation.
You can set the scaling factor for the static row depending on the data that is expected to be entered. It is set to Auto by default.
When the 'Include in total' option is enabled, any values that we type in for the new row also update the parent row 'Germany'.
The 'Distribute parent value to children' option ensures that if a value is entered at a total level, it gets distributed to the levels below it.
To delete a static row, hover over the row and click on the row gripper. Select the 'Delete Row' option.
a) You can leverage the Multiple Static Row option to bulk insert multiple category rows in a single stroke. The inserted rows can be used for manual data entry for categories that may not be available in your datasets.
b) You can also create placeholders for hierarchical data that is not available in your datasets using this option. Click on the parent level above which you want to insert additional levels. Use tab space to indent the child rows according to the structure of the hierarchy.
Multiple static rows - hierarchical data
Notice how the custom hierarchy levels for 'Malaysia' and 'Hong Kong' have been created and the corresponding rows have also been inserted.
This option can be used to insert a single user-defined level for hierarchical data. Only one row is created while using this option, unlike the multiple static row option, where you can define the hierarchy structure with multiple nested levels and rows.
Row hierarchy
After creating a custom hierarchy level, you can insert static rows, calculated rows, aggregated rows, etc as demonstrated in the example below.
Last modified 1mo ago