Insert data input row

Insert row categories directly at visual level without modifying the underlying dataset.

You can insert data input rows from the Insert tab > Insert Row menu. Select the Number option from the Data Input sub-menu.

The Insert Row button will be disabled until you select a row in your report.

Data input rows

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 Insert > Data Input option.

Inserting data input rows from the row gripper

1. Data input row properties

A side panel opens when creating a data input row. Type in the name of the category in the Title textbox and click Create. You will see an empty record created above the row that was selected.

Data input row created

1.1. Row type

Create a calculated row, data input row, or aggregated row by selecting the appropriate option from the dropdown.

You have the flexibility to switch between data input, calculated, and aggregated rows at any time with the Row Type dropdown. For instance, you may have used a formula and referred to the values of an existing row dimension while creating the row. You can easily change it to data input and enter values without having to create a new data input row.

Row type

1.2. Insert as

Select the Single Row option to insert one data input row. Select the Templated option to replicate the row category across all levels of the hierarchy. For instance, you may create a product line specific to a particular region. You can use the Templated option to replicate the same product line across all regions.

The image below shows how template rows are rendered.

Template rows

1.3. Scaling factor

You can set the scaling factor to millions/thousands/billions, etc, for the static row depending on the data that is expected to be entered. It is set to Auto by default.

1.4. Include in total

When the Include in total option is enabled, any values we type in for the new row also contribute to the parent row, in this case, 'Canada'.

1.5. Distribute parent value to children

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.

1.6. 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. Learn more about binding rows.

1.7. Default value

You can either enter a static value or select another row to source default values.

Static default value

Default values copied from the 'Amarilla' row

2. Delete a data input row

To delete a static row, hover over the row and click on the row gripper. Select the Delete Row option. You can also delete rows from the Manage Rows interface that will be covered in subsequent sections.

Deleting a static row