Audit log

Inforiver provides an interactive, filterable, exportable, and comment-enabled audit log to track changes to your report.

In the Insert tab, click on the Audit option. The audit log is a full-page, spreadsheet-style window - complete with filters and dropdowns - making it easier to track and manage audits. The Data Input tab, as the name implies, captures all the changes made to data input fields. The Reports tab captures the dimensions and measures added to or modified in the report.

1. Data input audit trail

Let's look at some of the data input field changes that are captured in the audit log.

1.1. Data entry

Select 'Data Entry' from the dropdown. You'll be able to see the data input values that were added or updated. When a value is updated, the audit log also captures the earlier value.

Data entry audit log

1.2. Allocation

Select 'Allocation' from the dropdown. Captures how a value entered in a parent cell is distributed to its descendants.

Allocation

1.3. Copy to base

Captures the user and maintains a record of when simulations run in a scenario are copied to base.

Copy to base

1.4. Copy series

Captures numeric data inputs that are sourced from existing fields using the Copy from another series option.

Copy series

1.5. Filtering audit logs based on dimension categories and measures

Click the icon to filter the audit log based on row dimension categories or measures.

Filtering audit logs

1.6. Filtering audit logs based on user

When you have multiple users entering and updating values in a data input field, you would need to track the changes made by each user. You can filter the data entry audit log based on the username. View the changes made by specific users by selecting them from the dropdown.

Filtering audit logs based on user

1.7. Sorting and filtering audit logs based on date

View audit trail for the past week, past month, or a specified time range.

Filtering based on date

You can sort the Updated at field in ascending or descending order by clicking the icon.

Sorting based operation timestamp

2. Reports tab

This tab captures actions such as changes to writeback settings, manage row/measure settings, display settings, or scenario settings.

Report tab

Just like we did for the Data Input tab, we can apply filters based on the type of change. Some examples are shown below.

Writeback settings

Writeback settings

Scenario settings

Scenario settings

Custom column

Custom column

Display settings

Display settings

Comments settings

Comments settings audit log

Notes settings

Notes settings sudit log

3. Export

Click theicon to export the audit log as an Excel file for any further analysis.

Export is supported only in Power BI service.

Exporting audit logs

The downloaded audit log contains 3 tabs:

Visual: Captures visual-level changes like assigning native measures/dimensions, changing measure labels, updating cells, or changing settings.

  • Activity: View the type of change, such as a change in data, row reorder, data measure rename, settings update, etc.

  • Change - Description for the change, such as the name of the field that was added/removed, label change, specific setting that was updated etc.

  • Selection type - Indicates whether the change affected the entire table/matrix or a specific row/column/cell.

  • Selection - In case the change was applicable to a row/column/cell, the particular selection is mentioned.

  • User - The User who made the change

  • Timestamp - Captures when the change was made

Visual tab

Data input: Captures updates made to data input fields, like value updates and allocations.

  • Action type: The type of change, such as value updates and allocations, etc.

  • Activity: Details such as which measure was used for distribution or the trend applied.

  • Row name: Impacted row dimension category

  • Column name: Impacted measure or column name

  • Previous value: The earlier value before updation

  • Current value: The latest updated value

  • User: User who made the change

  • Timestamp: Time of modification

Data input tab

Reports: Captures changes such as the creation of measures or scenarios within Inforiver. It also captures changes to read/write access settings.

  • Action: The type of change, such as measure, column, or scenario creation, or changing permissions.

  • Type: Can be CUSTOM_COLUMN/SCENARIO/ROW_SETTINGS, etc

  • Name: The name of the measure created in the visual

  • Old value: Previous measure label or

  • New Value: Updated label

  • User: User who made the change

  • Timestamp: Time of modification

Reports tab

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