Data input rows and columns enable authors to extend the Planning sheet by entering values directly within it. These inputs support planning, forecasting, and operational scenarios where certain values must be captured manually or adjusted within the sheet.
Using data input rows and columns, you can capture business inputs that aren't available in the underlying dataset or need manual adjustments while maintaining the report’s hierarchy, totals, and calculations.
Data input rows and columns are useful when you need to:
Capture manual adjustments or planning values.
Add business metrics that aren't available in the dataset.
Insert placeholder rows for future categories or products.
Allow business users to enter data directly in the Planning sheet.
For example, a financial report might retrieve revenue and expenses from a database but require manual entry for values such as shares outstanding or newly introduced product categories.
When creating a data input row, you can configure the following properties.
Insert As
Single: Single row is inserted.
Templated: Multiple rows are inserted across dimension hierarchies.
Scaling factor
Specifies the numeric scaling applied to the row values, such as thousands or millions. The default option is Auto.
Include in total
Determines whether values entered in the row contribute to parent totals or grand totals.
Distribute parent value to children
When enabled, values entered at a parent level are automatically distributed across child rows.
Bind for cross-filter or RLS
Ensures that cross-filter selections and row-level security (RLS) rules apply to manually inserted rows. This action prevents users from viewing data outside their permitted scope.
These settings help control how users interact with manually inserted rows.