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Reporting & Writeback Matrix Docs
Reporting & Writeback Matrix Docs
  • Introduction to Inforiver
    • Why Inforiver
    • Get Started
      • Installing Inforiver for yourself
      • Installing from AppSource
      • Installing Inforiver for your organization (Org visual)
      • Inforiver Writeback Matrix pre-requisites
        • Whitelist Inforiver IPs
        • Admin consent for Inforiver's Entra ID
          • Basic consent
          • Full admin consent
      • Inforiver Customer Portal
        • Billing Admin
          • Update Profile
          • Update Subscriptions
        • License Admin
      • Licensing
        • License renewal
      • Registering Inforiver on Azure AD (Entra ID)
  • Working with Inforiver
    • 1. Build your first Inforiver report
    • 2. Displaying information
      • Report interface
      • Layout options
      • Templates
      • Basic formatting
        • Number formatting
        • Cell, header & value formatting
        • Totals & subtotals
        • Insert blank rows
      • Basic inline charts
    • 3. Basic interactions
      • Explore & filter data
        • Search & Filter
        • Explorer
        • Top N + others
      • Sort & reorder data
      • Show/hide values
      • Manage column widths
      • Manage hierarchies
      • Create visual hierarchies
      • Pin rows & columns
      • Blend measures
      • Dynamic measure headers
      • Context menus
        • Column gripper
        • Row gripper
      • Actions
        • Rails
        • Toolbar options
        • Keyboard shortcuts
        • Reset
    • 4. Adding business logic and formulae
      • Insert calculated rows
        • Template rows
      • Insert calculated columns
      • Insert manual input rows
      • Insert manual input columns
        • Number
        • Dropdown
          • Dropdown options from semantic models
          • Lookup visuals for dropdowns
        • Text, checkbox & date
        • Writeback Matrix features
      • Invert sign
      • Editing cells
      • Quick formula
      • Visual column inside visual measures
      • Manage inserted rows
      • Manage inserted measures & columns
      • Pivot data
      • Insert image URLs
    • 6. Working with charts
      • Sparkline charts
      • Stacked charts
      • Bullet charts and clustered bar charts
      • Waterfall charts
      • Bar and pin charts
      • Change/deviation charts
    • 5. Conditional formatting
      • One-click options
      • Create rule
        • Rules (If conditions)
        • Color scale & data bars
        • Classification
        • Ranking
      • Manage rules
    • 7. Planning, budgeting & forecasting
      • What-if analysis & simulations
      • Goal Seek
      • Scenarios (Writeback Matrix only)
      • Budgeting & allocations
      • Forecasting
        • Date rollover and extending forecasts
        • Editing forecasts and reforecasting
        • Autoclose forecasts
        • Distribute deficit
        • Row level forecast
        • User Access Control
        • Common Scenarios
          • Forecast using a Blank Template
          • Forecast using Existing Data
          • Adding Forecasts for Periods unavailable in the model
          • Creating daily and weekly forecasts
      • Set version
    • 8. Paginated reporting
      • Pagination
      • Header & footer
        • Text
        • Images
        • Charts
        • KPI cards
      • Report layouts (Report+)
      • Display and themes
    • 9. Commenting and collaboration
      • Notes
      • Comments
        • Data-level comments
        • Assign & track tasks
        • Track changes
        • Report-level comments
        • Comment settings
    • 10. Exporting reports
      • Export to PDF & Excel
        • Excel export - operational boundaries
      • Ad-hoc emails
      • Snapshot (Writeback Matrix only)
        • Comparing snapshots
    • 11. Scheduling reports
      • Create new subscription
        • Select a report
        • Set subscription frequency
        • Select destination(s)
          • Email
          • OneDrive
          • Microsoft Teams
          • SharePoint
        • Review & save subscription
      • Manage your subscriptions
      • Administration
    • 12. Data writeback
      • Settings
        • General Settings
        • Data Settings
        • Destination Settings
        • Writeback security settings
        • Writeback time-out & batch size settings
        • Advanced Settings
      • Destinations
        • Azure SQL (Managed DB)
        • Azure SQL
        • Microsoft SQL Server
        • Synapse Dedicated SQL Pool
        • Azure Data Lake Storage
        • Databricks
        • Snowflake
          • Setting up Snowflake OAuth
        • Amazon Redshift
        • BigQuery
        • SingleStore
        • SAP HANA
        • Oracle
        • PostgreSQL
        • MySQL
        • OneDrive
        • SharePoint
        • Dataverse
        • Fabric Warehouse
        • Fabric lakehouse
        • Fabric SQL
        • URL as destination
      • Logs
      • Reading mode
    • 13. Context awareness
    • 14. Manage aggregation
      • Row aggregation
      • Column aggregation
    • 15. Managing Inforiver Writeback Matrix visuals
      • Inforiver deployments in Power BI pipeline setup
      • Duplicating Writeback Matrix Visuals - Best Practices
      • Recommended practices while working with Power BI desktop
    • 16. Approval workflows
    • 17. Collaborative adjustment workflows
    • 18. Variables
      • Variable types
        • Number
        • Select
        • Text
        • Date
        • Date range
        • Boolean
        • Button
      • Variable bookmarks
    • 19. Leveraging Power BI bookmarks
  • Admin Console
    • Manage Profile
    • User management
      • User Roles and Permissions
      • Create custom roles and policies
    • Settings
      • General
      • Generate builds - on prem
      • Forecast
      • Holidays
      • API token
      • Writeback
      • Managed DB
      • Assets
    • Onboarding actions
    • Writeback
  • Display settings
    • General settings
    • Hierarchy settings
    • Number settings
    • Miscellaneous settings
    • On-load scripting
  • Formula syntax
    • Conditional statements
      • IF
      • IFNA
      • SWITCH
      • FILTERIF
    • Logical functions
      • AND
      • IN
      • ISBLANK
      • ISEMPTY
      • ISNUMBER
      • NOT
      • OR
      • XOR
    • Math functions
      • ABS
      • AVERAGE
      • AVERAGEEXNEG
      • AVERAGEEXZERO
      • AVERAGEEXZERONEG
      • AVERAGEIF
      • CEILING
      • COUNT
      • COUNTIF
      • DIVIDE
      • EVEN
      • EXP
      • FLOOR
      • INDEXOF
      • LOG
      • ODD
      • MAX
      • MIN
      • NORMDIST
      • NORMSDIST
      • NORMINV
      • NORMSINV
      • PCT
      • POWER
      • RAND
      • RANDBETWEEN
      • ROUND
      • SORT
      • SQRT
      • SUM
      • PMT
    • Text formatting functions
      • CONCATENATE
      • HYPERLINK
      • LEFT
      • LOWER
      • MID
      • PROPER
      • REPLACE
      • REPT
      • RIGHT
      • TEXT
      • TRIM
      • UPPER
      • VALUE
    • Date functions
      • DATEADD
      • DATEDIFF
      • DAY
      • DATE
      • DATE.SET
      • DATE.FORMAT
      • SOWEEK
      • SOMONTH
      • SOQTR
      • SOYEAR
      • EOWEEK
      • EOMONTH
      • EOQTR
      • EOYEAR
      • NETWORKDAYS
      • ADDDAYS
      • ADDWEEKS
      • ADDMONTHS
      • ADDQTRS
      • ADDYEARS
      • FROMEXCELDATE
      • MONTH
      • NOW
      • PERIOD_RANGE
      • TODAY
      • TOEXCELDATE
      • YEAR
    • Time intelligence functions
      • AGGREGATE
      • FILTER
      • COLUMN_PERIOD
      • LASTNDAY
      • LASTNMONTH
      • LASTNQTR
      • LASTNYEAR
      • MONTHPERIOD
      • MOVINGAVERAGE
      • MOVINGSUM
      • MTD
      • NEXTNDAY
      • NEXTNMONTH
      • NEXTNQTR
      • NEXTNYEAR
      • QTD
      • QTRPERIOD
      • SHIFT
      • TOTALYTD
      • TOTALQTD
      • TOTALMTD
      • VALUEAT
      • YEARPERIOD
      • YTD
    • Other operators
    • Identifiers
      • CLOSEDPERIOD
      • COLUMN.DATE
      • COLUMN.PARENT
      • COLUMNS
      • CURRENT_PERIOD
      • DESCENDANTS
      • FORECAST.CLOSED_END
      • FORECAST.CLOSED_START
      • FORECAST.OPEN_END
      • FORECAST.OPEN_START
      • GROUP INDEX
      • HAS
      • HAS_ALL
      • HAS_SOME
      • LEAVES
      • LEVEL
      • LOGGEDIN_EMAIL
      • LOGGEDIN_NAME
      • MATCH
      • MAXDATE
      • MEMBERS
      • MINDATE
      • RELATIVE
      • RELATIVE_COLUMN
      • ROW.PARENT
      • ROW.LABEL
    • Scripting functions
      • DISPLAYTOAST
      • EXPORT
      • LAYOUT
      • SETCFRULE
      • SETFILTER
      • SETFILTERBYINDEX
      • SETVISIBILITY
      • SHOWBETWEENPERIOD
      • SHOWCLOSEDFORECAST
      • TOPN
      • DISPLAY SETTINGS
        • SETBLANKLABEL
        • SETSUPPRESSZEROS
        • SETRAGGEDHIERARCHY
        • SEPARATOR
        • SETCOMBINECOLUMNHEADER
        • SEMANTICFORMAT
        • SHOWNULLAS
        • SHOWZEROAS
        • SINGLECHILD
    • Miscellaneous functions
      • FETCH
      • LOOKUP
    • Measure/Column selection functions
      • GETCOLBETWEENPERIODS
      • GETMEASURE
  • Advanced topics
    • Audit log
    • Backup & restore report config
    • Enterprise themes
    • PowerPoint integration
    • Drill down and roll up in performance mode
  • Infobridge
    • 1. Create bridge
    • 2. Add source to bridge
    • 3. Bridge Interface
    • 4. Manage queries
      • Query transformations
        • Append
        • Join
        • Duplicate
    • 4. Manage sources
    • 5. Insert rows from bridge
    • 6. Insert measure from bridge
    • 7. Manage Integration of visuals
    • 8. Manage Bridges
    • 9. Data transformations
      • Pivot table
      • Group by
      • Add Column
      • Pivot column
      • Rename column
      • Find and Replace
      • Remove measure
      • Filter rows
      • Sort
      • Text functions
      • Unnest
      • Round
      • Extract Comments
      • Import and export
    • 10. Integrating forecasts
    • 11. Collaborative adjustments
  • Accessibility shortcut keys
  • Inforiver Reporting Matrix FAQs
  • Inforiver Writeback Matrix FAQs
  • Video tutorials
  • Resources
  • Release Notes
    • Inforiver Writeback Matrix May 2025 - v4.4.3
    • Inforiver Writeback Matrix April 2025 - v4.4.2
    • Inforiver Writeback Matrix April 2025 - v4.4.
    • Inforiver Writeback Matrix March 2025 - v4.3 - Time series formulae
    • Inforiver Writeback Matrix - March 2025 - v4.2
    • Inforiver Writeback Matrix March 2025 - v4.1
    • Inforiver Reporting Matrix March 2025 - V3.3.3 -New formatting and export options
    • Inforiver Writeback Matrix Feb 2025 - v4.0 - User permissions, High-performance mode, Input rules
    • Inforiver Writeback Matrix January 2025 - v3.9 - Fabric support, upgraded variables interface
    • Inforiver Writeback Matrix December 2024- v3.8 - Improved Scheduler Performance & Other Enhancements
    • Inforiver Writeback Matrix December 2024 - v3.7 - Merge rows, new rounding functions & More
    • Inforiver Writeback Matrix November 2024 - v3.6.2 - Import from Google Sheets & More
    • Inforiver Writeback Matrix October 2024 - v3.6 - Approval Workflows & Other Enhancements
    • Inforiver Writeback Matrix October 2024 - v3.5 - Lookup visuals & more
    • Inforiver Reporting Matrix Nov 2024 - v3.3 - Variables
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On this page
  • 1. Navigation Keys
  • 2. Selection Keys
  • 3. Menu Selection
  • 4. Row Selection
  • 5. Column Selection
  • 6. Toolbar View Shortcuts
  • 7. Quick Formatting
  • 8. Number Scaling and Formatting
  • 9. Conditional Formatting
  • 10. Applying Templates
  • 11. Alignment, Decimals and Other Formatting
  • 12. Row Expand/Collapse Options
  • 13. Manage Aggregation
  • 14. Other Inforiver Actions
  • 15. Writeback Shortcuts
  • 16. Status Bar - Row & Pagination Settings
  • 17. Other Common Shortcuts

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Accessibility shortcut keys

Report users can leverage the extensive range of keyboard shortcut keys for effortless accessibility. These include navigation keys to browse menus and shortcut keys to select cells, copy values, distribute totals, trigger writeback, add comments and much more.

1. Navigation Keys

Action
Keys for Windows
Keys for Mac

Move one cell up

Up arrow key

Up arrow key

Move one cell down

Down arrow key

Down arrow key

Move one cell left

Left arrow key / Shift + Tab

Left arrow key / Shift + Tab

Move one cell right

Right arrow key / Tab

Right arrow key / Tab

Move to the first cell in a row

Ctrl + Left arrow key

Cmd + Left arrow key

Move to the last cell in a row

Ctrl + Right arrow key

Cmd + Right arrow key

Move to the first cell in a column

Ctrl + Up arrow key

Cmd + Up arrow key

Move to the last cell in a column

Ctrl + Down arrow key

Cmd + Down arrow key

Move to the first cell of the first column

Home

Home

Move to the last cell of the last column

End

End

Move to the same field 10 records back.

Page Up

Page Up

Move to the same field 10 records forward.

Page Down

Page Down

Zoom in

Ctrl +

Option Cmd =

Zoom out

Ctrl -

Option Cmd -

Reset zoom

Ctrl + 0

Cmd + 0

Switch to previous tab

Ctrl + Page Up

Cmd + Page Up

Switch to next tab

Ctrl + Page Down

Cmd + Page Down

2. Selection Keys

Action
Keys for Windows
Keys for Mac

Extend the selection of cells by one cell to the left.

Shift + Left arrow key

Shift + Left arrow key

Extend the selection of cells by one cell to the right.

Shift + Right arrow key

Shift + Right arrow key

Extend the selection of cells by one cell to the top.

Shift + Up arrow key

Shift + Up arrow key

Extend the selection of cells by one cell to the bottom.

Shift + Down arrow key

Shift + Down arrow key

Extend the selection from the active cell to the first cell in a row

Ctrl + Shift + Left arrow key

Cmd + Shift + Left arrow key

Extend the selection from the active cell to the last cell in a row

Ctrl + Shift + Right arrow key

Cmd + Shift + Right arrow key

Extend the selection from the active cell to the first cell in a column

Ctrl + Shift + Up arrow key

Cmd + Shift + Up arrow key

Extend the selection from the active cell to the last cell in a column

Ctrl + Shift + Down arrow key

Cmd + Shift + Down arrow key

3. Menu Selection

Action
Keys for Windows
Keys for Mac

Go to Home Tab

Alt + H

Ctrl + H

Go to Insert Tab

Alt + I

Ctrl + I

Go to Design Tab

Alt + A

Ctrl + A

Go to Export Tab

Alt + X

Ctrl + X

4. Row Selection

Action
Keys for Windows
Keys for Mac

First Row

Alt + R + 1

Ctrl + R + 1

Second Row

Alt + R + 2

Ctrl + R + 2

Third Row

Alt + R + 3

Ctrl + R + 3

Fourth Row

Alt + R + 4

Ctrl + R + 4

Fifth Row

Alt + R + 5

Ctrl + R + 5

Sixth Row

Alt + R + 6

Ctrl + R + 6

Seventh Row

Alt + R + 7

Ctrl + R + 7

Eighth Row

Alt + R + 8

Ctrl + R + 8

Ninth Row

Alt + R + 9

Ctrl + R + 9

Multi-select Rows

Alt + M

Ctrl + M

5. Column Selection

Action
Keys for Windows
Keys for Mac

First Column

Alt + C + 1

Ctrl + C + 1

Second Column

Alt + C + 2

Ctrl + C + 2

Third Column

Alt + C + 3

Ctrl + C + 3

Fourth Column

Alt + C + 4

Ctrl + C + 4

Fifth Column

Alt + C + 5

Ctrl + C + 5

Sixth Column

Alt + C + 6

Ctrl + C + 6

Seventh Column

Alt + C + 7

Ctrl + C + 7

Eighth Column

Alt + C + 8

Ctrl + C + 8

Ninth Column

Alt + C + 9

Ctrl + C + 9

6. Toolbar View Shortcuts

Action
Key for Windows
Keys for Mac

Toggle to full view of toolbar

Ctrl + Shift + F

Cmd + Shift + F

Toggle to minimal view of toolbar

Ctrl + Shift + M

Cmd + Shift + M

7. Quick Formatting

Action
Keys for Windows
Keys for Mac

Open Quick Format menu

Alt + N + 0

Ctrl + N + 0

Uniform

Alt + N + 1

Ctrl + N + 1

Default/Measure Level

Alt + N + 2

Ctrl + N + 2

Auto

Alt + N + 3

Ctrl + N + 3

Native

Alt + N + 4

Ctrl + N + 4

8. Number Scaling and Formatting

Action
Key for Windows
Key For Mac

Open Number Scaling menu

Alt + S + 0

Ctrl + S + 0

None

Alt + S + 1

Ctrl + S + 1

Auto

Alt + S + 2

Ctrl + S + 2

Thousands

Alt + S + 3

Ctrl + S + 3

Lakhs*

Alt + S + 4

Ctrl + S + 4

Millions

Alt + S + 5

Ctrl + S + 5

Crores*

Alt + S + 6

Ctrl + S + 6

Billions

Alt + S + 7

Ctrl + S + 7

Trillions

Alt + S + 8

Ctrl + S + 8

Show the values in %

Ctrl + Shift + %

Cmd + Shift + %

Increase Decimal

Alt + H + 0

Ctrl + H + 0

Decrease Decimal

Alt + H + 9

Ctrl + H + 9

*Not Applicable

9. Conditional Formatting

Action
Key for Windows
Key For Mac

Open Conditional Formatting Panel / Add new rule

Alt + Y

Ctrl + Y

Apply Heat Map

Alt + Y + 1

Ctrl + Y + 1

Apply ABC Classification

Alt + Y + 2

Ctrl + Y + 2

Apply Data Bars

Alt + Y + 3

Ctrl + Y + 3

10. Applying Templates

Action
Keys for Windows
Keys for Mac

Open Templates window

Alt + T

Ctrl + T

Apply Template T01

Alt + T + 1

Ctrl + T + 1

Apply Template T02

Alt + T + 2

Ctrl + T + 2

Apply Template T03

Alt + T + 3

Ctrl + T + 3

Apply Template T04

Alt + T + 4

Ctrl + T + 4

Apply Template T05

Alt + T + 5

Ctrl + T + 5

Apply Template Matrix

Alt + T + 6

Ctrl + T + 6

Apply Template Spreadsheet

Alt + T + 7

Ctrl + T + 7

Apply Template Simple

Alt + T + 8

Ctrl + T + 8

Apply Template Standard

Alt + T + 9

Ctrl + T + 9

11. Alignment, Decimals and Other Formatting

Action
Keys for Windows
Keys for Mac

Bold

Ctrl + B

Cmd + B

Italic

Ctrl + I

Cmd + I

Underline

Ctrl + U

Cmd + U

Text Strikethrough

Ctrl + H

Cmd + H

Align Left

Alt + H + A + L

Ctrl + H + A + L

Align Right

Alt + H + A + R

Ctrl + H + A + R

Align Center

Alt + H + A + C

Ctrl + H + A + C

12. Row Expand/Collapse Options

Action
Key for Windows
Key For Mac

Expand Row Level

Alt + Right arrow key

Ctrl + Right arrow key

Collapse Row Level

Alt + Left arrow key

Ctrl + Left arrow key

Expand All

Alt + Up arrow key

Ctrl + Up arrow key

Collapse All

Alt + Down arrow key

Ctrl + Down arrow key

13. Manage Aggregation

Action
Key for Windows
Key For Mac

Open Aggregation window

Alt + K

Ctrl + K

Native aggregation

Alt + K + 1

Ctrl + K + 1

Sum

Alt + K + 2

Ctrl + K + 2

Minimum

Alt + K + 3

Ctrl + K + 3

Maximum

Alt + K + 4

Ctrl + K + 4

Average (Children)

Alt + K + 5

Ctrl + K + 5

Average (Leaf)

Alt + K + 6

Ctrl + K + 6

Standard Deviation

Alt + K + 7

Ctrl + K + 7

Visible Rounding

Alt + K + 8

Ctrl + K + 8

14. Other Inforiver Actions

Action
Key for Windows
Key For Mac

Add Comment

Ctrl + M

Cmd + M

Post Comment

Ctrl + Enter

Cmd + Enter

Open Comments Panel

Alt + S + P

Ctrl + S + P

Close Comments Panel

Esc

Esc

Display the added comment in a cell

Shift + F3

Shift + F3

Assign a user

Tab/Alt + A + U

Tab/ Ctrl + A+ U

Add Note

Shift + F2

Shift + F2

Add Prefix/Suffix

Alt + J

Ctrl + J

Open Top N Filter

Alt + N + R

Ctrl + N + R

Create Advanced/Nested Filter

Alt + V

Ctrl + V

Create Group

Alt + W

Ctrl + W

Export to PDF

Alt + P

Ctrl + P

Export to Excel

Alt + X + L

Ctrl + X + L

Export Config

Ctrl + G

Cmd + G

Border Style

Ctrl + L

Cmd + L

Change Layout Style

Alt + B

Ctrl + B

Invert Sign

Alt + O

Ctrl + O

Insert Quick Formula

Alt + Z

Ctrl + Z

Open Audit Log

Alt + U

Ctrl + U

Reset All Changes

Ctrl + Shift + H

Cmd + Shift + H

Quick Access Shortcuts Help

Ctrl + F

Cmd + F

15. Writeback Shortcuts

Action
Keys for Windows
Keys for Mac

Trigger Writeback

Alt + WB

Ctrl + WB

Confirm Pop-up message

Enter

Enter

Close/Cancel Pop-up message

Esc

Esc

16. Status Bar - Row & Pagination Settings

Action
Key for Windows
Key For Mac

Hide pagination and row count

Alt + L + 0

Ctrl + L + 0

Show Pagination Controls and Total Row Count

Alt + L + 1

Ctrl + L + 1

Split Report to 10 rows per page

Alt + L + 2

Ctrl + L + 2

17. Other Common Shortcuts

Action
Key for Windows
Key For Mac

Undo

Ctrl + Z

Cmd + Z

Redo

Ctrl + Shift + Z

Cmd + Shift + Z

Select All

Ctrl + A

Cmd + A

Clear Activity / Close Modal

Esc

Esc

Delete Selection

Del or Backspace

Del

Cut

Ctrl + X

Cmd + X

Copy

Ctrl + C

Cmd + C

Paste

Ctrl + V

Cmd + V

Copy to Clip Board

Ctrl + C + L

Cmd + C + L

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Last updated 8 months ago

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