Manage inserted rows

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.

Managing rows

2. Row settings

The Manage Rows side panel has a 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.

2.2. Insert Row Access

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 >Settings > Insert Row Access to set permissions.

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

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

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

Insert row permissions

2.3. Row edit user validation

You can set row-level permissions to edit rows of Data Input and Forecast columns. If your semantic model contains an Email ID field, you can grant access to specific email IDs to edit associated row categories. The steps to configure row edit access have been outlined below.

STEP 1: Specify the workspace, semantic model, table, and the field in the table that contains email IDs.

Select table and email ID field

STEP 2: Select the All radio button to set row edit permissions for all the forecasts and data input fields in your report. To grant access to specific measures, check the Selected radio button and choose the measure.

Select measures to grant access

STEP 3: Specify users who will have elevated access to edit all rows, irrespective of the categories assigned to email IDs in the semantic model.

User selection for elevated edit access

STEP 4: Map the dimension category in the semantic model to the row dimension category in your report. Click Save & Preview.

Map semantic model dimension to visual dimension

STEP 5: Verify the email IDs and the categories assigned.

Verify categories assigned

Once row-level user edit validation is configured, users in read-only mode will only be able to modify the values for row dimension categories to which they have been granted access.