Inserting Rows and Columns

You insert rows or columns into a table to add content, such as data, formulas, and text. Types of rows and columns include:

  • Data—Attributes that are retrieved from a database connection to a Cloud EPM relational schema. You can only insert data columns and not rows. The attribute in a new data column will default to a blank selection.

    Note:

    A data segment is a row or column that retrieves data from a database. An expanded data segment is a row or column that can expand, so that the resulting grid expands to two or more rows or columns when viewed.

    A # symbol in the column indicates that it is a data column.

  • Formula—Values based on formulas. Commonly used to calculate totals, averages, and variances on data rows or columns.

    An = # symbol in the cell, row, or column indicates that it is a formula cell, row, or column.

    Formula row or column headings, which display the row number or column letter, display a symbol formula indicator as an indicator.

  • Text—Text typed into the cells or returned dynamically through a text function.

    Text rows, columns, or cells in grids do not contain symbols when added to a grid. They are initially blank until populated with text.

    Note:

    Text segments or cells do not support special characters such as superscript and subscript. Text row or column headings, which display the row number or column letter, display a symbol text row symbol as an indicator.

  • Separator—Inserts a blank row or column.

    Separator rows do not contain data or text. They serve as a visual dividing line between rows or columns in a table.

To insert a row or a column in a table:

  1. In an existing table, select a row or column header.
  2. Right-click, or click the arrow next to the column or row header cell, and select Insert Before or Insert After, and then select Data (columns only), Formula, Text, or Separator.
  3. Populate the row or column:

    • For a data row or column, right-click the column heading or click the arrow next to the column header cell, and then select dimension members to place in the column.

    • For a formula row or column, select the row or column heading and build a formula in the formula bar at the top of the Report Designer.

    • For a text row or column, enter text or text function directly in the row, column, or cell, in the formula bar at the top of the Report Designer.