Insert data input columns

Plan allows you to insert calculated rows, columns, and measures directly in table or matrix reports without writing DAX. These can be formatted, rearranged, and used for further analysis.

The built-in formula engine supports a wide range of functions and provides features such as autocomplete, syntax help, and multi-line editing to simplify formula creation.

In this article, you learn how to insert and configure data input columns and measures.

Data input types#

Plan provides multiple options to manually enter data in your Microsoft Fabric report. You can enter data in single or multiple cells, and format it as needed based on your reporting requirements.

The following table lists the available data input types:

Create a data input column#

To add a data input column to your report:

1. Go to Planning > Insert Column.
2. Select the required data input column type.

3. Configure the column properties and select Create.

Configure data input column properties#

You can configure the following properties while creating a data input column:

• Insert As: Choose how the column is added:
  • Visual measure - Inserts the input column across each category when a column hierarchy exists.
  • Visual column - Inserts a single column regardless of hierarchy.

• Allow input: Control when users can enter data:

  • In both read and edit modes (default).

  

  • Only in edit mode.

  

  • Based on a formula where input is allowed only when a condition is met.

  

• Input type: Change the type of data input column before creating it.

• Aggregation: Defines how totals and subtotals are calculated. By default, values are aggregated using Sum, but you can choose other methods such as average, minimum, or maximum.

• Distribute parent value to children: When enabled, values entered at the parent level are automatically distributed to child rows. This is useful for budgeting and allocation scenarios.

• Default value: Display a predefined value in empty cells. This can be a static value, a measure, or a formula. If the underlying measure or formula changes, the default value updates accordingly.

• Minimum and maximum values: Set thresholds to control the allowed input range for leaf-level cells. These can be defined using a static value or a measure. If a value outside the defined range is entered, an error message is displayed.

• Description: Add a note for reference.

Access control#

Plan allows you to control read and write access for data input columns.

To configure access:

1. Select Security to open the access control window.

2. Locate the required column or measure.
3. Add users by searching for their name or email under:

• Read Access to provide view-only access.
• Read + Write Access to allow editing.