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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
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      • Inforiver Customer Portal
        • Billing Admin
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      • Licensing
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  • 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
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      • Header & footer
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        • Images
        • Charts
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      • Report layouts (Report+)
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    • 9. Commenting and collaboration
      • Notes
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        • Assign & track tasks
        • Track changes
        • Report-level comments
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    • 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
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        • Set subscription frequency
        • Select destination(s)
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          • OneDrive
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        • Review & save subscription
      • Manage your subscriptions
      • Administration
    • 12. Data writeback
      • Settings
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        • Writeback time-out & batch size settings
        • Advanced Settings
      • Destinations
        • Azure SQL (Managed DB)
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        • Azure Data Lake Storage
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          • Setting up Snowflake OAuth
        • Amazon Redshift
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        • SAP HANA
        • Oracle
        • PostgreSQL
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        • OneDrive
        • SharePoint
        • Dataverse
        • Fabric Warehouse
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        • 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
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    • Math functions
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      • VALUE
    • Date functions
      • DATEADD
      • DATEDIFF
      • DAY
      • DATE
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      • SOWEEK
      • SOMONTH
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      • YEAR
    • Time intelligence functions
      • AGGREGATE
      • FILTER
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    • 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. Create API Token
  • 2. Trigger subscriptions from external applications
  • 3. Refresh semantic data input source using API

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  1. Admin Console
  2. Settings

API token

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Last updated 9 months ago

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We provide an API token management system in the admin console where admins can create and manage API tokens. These tokens can then be integrated into any external application to initiate a subscription job, refresh a semantic data input model, or both. This way, any authorized user can start a subscription job or refresh the semantic model with a simple click of a button from an external application without logging in to the admin console or the report.

Let us now see the process of creating an API token.

1. Create API Token

  1. To create a new API token, click Create API Token in the API token screen.

  1. In the next screen, you can enter the details of the token.

Token name: Enter a name for the token.

Expiry: Set the token's validity to 30/60/90 days, or you can set any custom date within a year.

Description: Enter an optional description of the token.

Permission: You can set either or both of the following permissions: execute a new subscription, and refresh a semantic data input model.

After entering the details, click Generate.

  1. A new token will be generated. Ensure it is copied, as it becomes irretrievable after closing the window.

Now with this token, we can initiate a scheduled subscription and refresh the semantic data input model externally from any application.

2. Trigger subscriptions from external applications

  1. We will now trigger the subscription job using Postman.

  1. The report is delivered to the intended recipients as scheduled.

3. Refresh semantic data input source using API

Inforiver also provides an API to refresh single-select and multi-select dropdowns that use semantic data models. You can generate API tokens from the admin console and trigger ad-hoc semantic model refreshes using the API.

  1. To generate the token, in the API token management screen, check the ‘Refresh Semantic Data Input’ option and generate the token. The token needs to be saved to a file for future access.

  1. After creating the single select, navigate to manage measures and edit the single select. You'll be able to see a Refresh Link in the Options section - this is the API endpoint.

  1. Let's trigger the semantic data model refresh, as demonstrated below using Postman. Use the token generated in STEP 1 in the admin console for authorization. You need to pass the semantic-refresh=true parameter to the API endpoint.

  1. The dropdown options are refreshed with the latest values from the semantic model.

By integrating the into the required application, you can create an API that triggers the required subscription job. Let us now demonstrate this with the help of the Postman application.

You can choose the required subscription from the subscription list or Let us run the subscription shown below using the API token.

The sample report has a and uses a semantic data input model. Instead of a scheduled refresh, the semantic model is set to be refreshed manually by the user when required.

create a new one.
created API token
single-select data input column
Create API token
Generate token
Copy the token
Scheduled Subscription
Subscription details
Subscription job triggered
Report delivered
Refresh Semantic Data Input
LOV with semantic data model
API refresh link
Successfully triggered the refresh of semantic data input
Refreshed values in the single-select