Manage inserted rows (Reporting Matrix)

Rows inserted in the visual, such as calculations, static rows, template rows, or data input rows, can be managed using the Manage Rows option.

1. Rows

Inserted rows, such as static, calculated, etc., can be managed from the Rows tab. A list of the inserted rows is displayed. The following operations can be performed:

a) Edit - Formulae or other properties can be modified.

b) Delete - The inserted row can be permanently deleted.

c) Show/hide row - Inserted rows can be hidden temporarily.

d) Show/hide row indicator - The pencil icon beside the inserted rows can be hidden.

Hover over the row to view these options.

Managing inserted rows

2. Row settings

The Manage Rows side panel has an Insert Row Settings tab that lets you configure settings such as user permissions.

2.1. Insert row configuration

You can set category-based rules on rows that are bulk-inserted. For example, you can disable row insertion for certain row dimension categories, enforce distinct values, or source categories from an Excel spreadsheet. Learn more about bulk inserting rows in Reporting Matrix.

2.2. Insert Row Access

You can explicitly set permissions for users to insert rows in read mode. Navigate to the Insert ribbon > Manage Rows > Insert Row Settings > Insert Row Access to set permissions.

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

Allow users in reading view to insert custom rows