Bulk insert rows

Create custom row hierarchies with parent and sub levels and input values at visual level within your Power BI reports.

You can bulk-insert leaf-level rows or hierarchies using the Create Row(s) option.

Create rows option

1. Inserting child rows

To insert a leaf-level row, click on any child row or the parent row under which you want to create rows. From the row gripper, select the Create Row(s) option. Notice that the parent category is already populated. You can key in the value for the child rows.

There are 2 ways to add new rows:

• To insert a new row, click the icon that appears on hovering near the parent category.

• Click Add New, then choose whether to insert a single row or bulk insert 5/10 rows.

Bulk insert row categories

The 'TJOrg', 'HDTabmble', and 'DC' rows are created when you click Save. You can enter values in these rows. The icon denotes manually inserted rows.

Entering values for data input rows

2. Inserting a hierarchy

To insert a new level in an existing hierarchy, you can overwrite the default parent category that is auto-populated in the Insert Rows window. For instance, if you click on 'United States' or any child row), the Insert Rows will automatically have 'United States' as the Region. Double-click and overwrite the value with the desired parent category.

Inserting a hierarchy level

3. Disabling row insertion

You can restrict users from creating new categories for a particular level. Navigate to Insert >Manage Rows > Row Settings> Create Row Configuration.

We’ve disabled the creation of new regions. However, new subregions can still be inserted.

Disabling row insertion

Notice how the Region textbox is disabled in the Insert rows window, but we are able to enter values in the SubRegion textbox.

Row insertion disabled at a specific level

If you have hierarchical row dimensions, when you disable row insertion for a specific dimension, this will automatically disable row insertion for all levels above it.

Automatic row insertion disabled for higher levels

3.6. Setting user permissions

You can explicitly set permissions for users to insert rows in read mode. You have options to restrict all users, allow all users, or authorize specific users to insert rows. Navigate to Insert > Manage Rows > Row Settings > Create Row Access. Click the Manage link to set permissions.

• Enable the Allow in Read Mode toggle to allow users to insert rows in reading mode.

• To allow all members in your organization to insert rows, select the All users radio button.

• To restrict users from inserting rows, select the Specific users radio button. You will then be able to select the users to whom you want to provide access.

Insert row permissions

3.7. Allow blank values in categories

While inserting row hierarchies manually, you can enable the Allow Blank Values toggle if you expect blank row categories in the leaf nodes. This option is available in the Insert tab > Manage Rows > Row Settings > Create Row Configuration > Manage.

Allowing blank row category values

By default, this toggle is disabled. The blank categories are highlighted in a red error box, and Inforiver prevents you from inserting rows.

When the toggle is disabled blank categories are not allowed

By enabling this option, you can insert row hierarchies that contain blank leaf categories. In the image below, notice that the 'Corporate' segment has only one product and does not have any discount bands under it. Similarly, the 'Consumer' segment does not have any products or discount bands tagged to it, as the row categories were left blank while inserting rows.

Row hierarchy with blank categories

Please note that you cannot create blank parent nodes for child nodes that are not blank.