Manage inserted rows

Plan allows you to manage rows inserted in a visual, such as calculated rows, static rows, template rows, or data input rows, using the Manage Rows option.

In this article, you learn how to manage inserted rows using options such as search, filter, show, and hide.

Manage an inserted row#

You can manage inserted rows (such as static and calculated rows) using the Manage Rows option. A list of inserted rows is displayed, and each row type (calculated, aggregated, data input, and template) is identified using icons.

To manage an inserted row,

1. Go to Planning > Insert Row > Manage Rows > Rows or Template Rows.
2. The Inserted Rows side panel opens. Hover over a row to view the available management options.

Available actions

• Add rows: Add child rows or sibling rows (at the same hierarchy level) directly from the Manage Rows pane.
• Edit: Modify formulas or other row properties.
• Show or hide rows: Temporarily hide inserted rows.
• Delete: Permanently remove inserted rows.
• Show row indicator toggle: Show or hide the pencil icon displayed next to inserted rows.

• Search and filter: Search for a particular row category or filter rows based on the type.

Row settings#

The Manage Rows pane includes a Row Settings tab that allows you to configure settings for inserted rows.

Insert row configuration

Use Insert Row Configuration to control the types of rows that can be inserted. You can define category-based rules for bulk row insertion.

The following options are available:

• Text – See Text
• Distinct Values – See Distinct Values
• Disable Insert Row – See Disable Insert Row
• Options list from CSV – See Options list from CSV
• Allow Blank Values - See Allow Blank Values