Inforiver
Analytics+
Analytics+
  • Introduction to Analytics+
    • Installing Analytics+
      • Install for yourself
      • Installing from AppSource
      • Installing for your organization
    • Licensing and manual renewal
  • Working with Analytics+
    • 1. Navigating the Analytics+ toolbar
      • Chart toolbar
      • Card toolbar
      • Table toolbar
    • 2. Data Management
      • Advanced pivot
      • Adding calculated measures
    • 3. Charts
      • 3.1. Charts - getting started
      • 3.2. Quick options - charts
        • X-axis customizations
        • Y-axis customizations
      • 3.3. Configure measures for charts
      • 3.4. Configure dimensions for charts
      • 3.5. Chart discoverability
      • 3.6. Data label customizations
      • 3.7. Deviation
      • 3.8. Display settings for charts
        • Charts - canvas settings
        • Charts - axis settings
        • Charts - number settings
        • Charts - legend settings
        • Charts - other settings
          • Charts - tooltip settings
    • 5. Cards
      • 5.1. Cards - getting started
      • 5.2. Quick options-cards
        • KPI customizations
        • Chart customizations
      • 5.3. Configure measures for cards
      • 5.4. Configure dimensions for cards
      • 5.5. Insight charts
      • 5.6. Variance customizations
      • 5.7. KPI containers
        • Working with Groups
        • Working with Flex components
      • 5.8. Inserting formulas & text
      • 5.9. Card customizations
      • 5.10. Display settings for cards
        • Cards - canvas settings
        • Cards - number settings
        • Cards - legend settings
        • Cards - axis settings
        • Cards - other settings
          • Cards - tooltip settings
    • 6. Tables
      • 6.1. Tables - getting started
      • 6.2. Quick options - tables
      • 6.3. Configure measures for tables
      • 6.4. Configure dimensions for tables
      • 6.5. Formatting data
      • 6.6. Number formatting
      • 6.7. Inline charts
      • 6.8. Blend measures
      • 6.9. Row gripper options
      • 6.10. Display settings for tables
        • Tables - canvas settings
        • Tables - number settings
        • Tables - other settings
          • Tables - tooltip settings
    • 7. Trellis customizations
      • Charts trellis layout
      • Cards trellis layout
      • Tables trellis layout
    • 8. Customize measures
      • Charts measure series
      • Cards measure series
      • Tables measure series
    • 9. Splitting and grouping measures
      • Splitting and grouping: charts
      • Splitting and grouping: cards
      • Splitting and grouping: tables
    • 10. Conditional formatting
      • One-click rules
        • One click rules for charts
        • One click rules for cards
        • One click rules for tables
      • Configuring rules
        • Configuring rules for charts
        • Configuring rules for cards
        • Configuring rules for tables
        • Variable conditional formatting rules
        • Applying conditional formatting rules
      • Setting color scales
      • Managing rules
    • 11. Sort & Reorder data
      • Sorting data
      • Advanced sorting
      • Reordering data
    • 12. Ranking data - TopN
      • Ranking for charts
      • Ranking for cards
      • Ranking for tables
      • Dynamic ranking with numeric parameters
    • 13. Adding notes
      • Notes for charts
      • Notes for tables
    • 14. Data selection
    • 15. Working with hierarchies
      • Hierarchies in charts
      • Hierarchies in cards
      • Hierarchies in tables
      • Unbalanced hierarchies
      • Single child hierarchies
    • 16. Summary tables
    • 17. Backup and restore
    • 18. Context awareness
    • 19. Image support
      • Images in cards
      • Images in tables
    • 20. Analytics
      • Reference line
      • Reference band
      • Error bar
      • Trend line
      • Additional series
    • 21. Keyboard shortcuts
    • 22. Reading view access
    • 23. Row aggregation
  • Storyboard
    • Element customizations
    • Board customizations
    • Working with textboxes
    • Uploading images
    • Using shapes
    • Inserting slicers
    • Element interactions
    • Layers
    • Navigation
      • Play axis
    • Annotations
  • Gantt chart
    • Gantt: Canvas settings
      • Gantt: General settings
      • Gantt: Column settings
      • Gantt: Grid settings
      • Gantt: Timeline settings
    • Gantt milestones
    • Gantt: Data label settings
    • Gantt: Conditional formatting
    • Gantt: Web URLs
    • Gantt resource
    • Gantt: Zoom levels
  • Quick charts
    • Waterfall charts
    • Marimekko
    • Column/Bar charts
    • Bullet charts
    • Area charts
    • Pie charts
    • Treemap charts
    • Radar/Polar charts
    • Funnel charts
    • Sunburst charts
    • Bubble charts
    • Boxplots
    • Histogram
    • Gauge
    • Storytelling charts
      • Range charts
      • Ribbon chart
      • Tornado chart
      • Multi-variate charts
      • Sankey charts
    • Combo charts
  • Release notes
    • Analytics+ April 2025 update - Release 4.7
    • Analytics+ March 2025 update - Release 4.6
    • Analytics+ January 2025 update - Release 4.5.
    • Analytics+ January 2025 update - Release 4.3
    • Analytics+ November 2024 update -Release 4.2
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On this page
  • 1. Design
  • 2. KPI
  • 3. Chart
  • 4. Format
  • 5. Layout
  • 6. Data
  • 7. Measures
  • 8. Actions
  1. Working with Analytics+
  2. 1. Navigating the Analytics+ toolbar

Card toolbar

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Last updated 5 months ago

The card ribbon is divided into 8 sections based on the functionality provided. Let’s explore each of them.

1. Design

  • Presets: Analytics+ provides a range of built-in KPI presets that can be applied instantly. You can choose simple or integrated variance presets presets based on your data. You also have the option to import preset templates.

  • Image: Upload a background image for your metrics dashboard. You can adjust the opacity and scaling of the image.

2. KPI

  • KPI containers

  • Chart border and shadow

3. Chart

  • Sparkline: Switch between sparkline or comparison charts. Area, Line, Column, Waterfall, Combo, Pie, Bullet charts, etc can be used in cards.

  • Position: Change the position of the chart with respect to the KPIs by selecting the position.

4. Format

Customize the font style, size, and color of your KPI metrics. Apply a background color to the KPI section and choose to display metrics in bold, italics, or underline. Additionally, you can set the horizontal and vertical alignment of the metrics for better presentation.

5. Layout

  • Trellis

Inforiver offers several built-in layouts for cards: Grid, Compact Grid, Single row, and Single column.

6. Data

  • Aggregation: With the Aggregation option, you can now apply custom aggregation to your axis categories. Notice how the KPI metrics change as you change the aggregation method.

  • Filter: After assigning visual measures and dimensions, instead of using Power BI filters, you can apply filters on your data from within the Analytics+ visual.

  • Formula: You can create visual-level measures within the Analytics+ visual, without having to modify your data source. Click on the formula button to open the Calculated Measure side pane.

  • Type the '#' key to open the suggestions window and select measures.

7. Measures

8. Actions

  • Export/Import KPI presets

Certain organizations or lines of business may mandate a uniform template across all metrics dashboards. With Analytics+, you can create custom KPI card templates and reuse them across reports instead of building them from scratch.

Select the Export Card Preset option to create a JSON config file that can later be imported to use the same layout.

Variance: You can customize the variance icons, titles and borders with this option. You can also choose to display neutral variances with a different icon and color.

With Analytics+, you can create stunning KPI dashboards with insight charts, images, text and metrics. While designing your dashboard, you can easily group and re-arrange elements by creating containers. .

Accentuate your KPI cards by customizing the border and shadow. .

Elements: Choose which chart elements to display, such as axes, data labels, and analytics. In reading mode, when you select a data point, the selection will be reflected across all the cards in the dashboard when the Sync highlight option is enabled. .

Access individual settings by clicking the icon that appears when you hover over an element name. .

You can plot reference lines, trend lines, total bars, and a variety of other analytics to enhance your charts. .

Conditional formatting: Analytics+ can automatically apply formatting based on specific conditions. You can use the single-click options or create distinct formatting rules to highlight specific aspects of your data.

Sorting: Sort your data based on measures or variances with options like ascending, descending, or Power BI native sort. You can also sort the trellis panels and apply nested sorting.

Ranking: Rank your data by applying TopN rules. You can display the top performing regions or product categories with the least sales with this feature. When hierarchical datasets are involved, you can even apply nested ranking. .

Click the icon to maximize the formula editor. The maximized view is useful for entering large, complex formulae.

Calculated measures can also be created from the window.

The new measure can then be assigned to the Actual or Comparison buckets and plotted like measures from the data source. Click on theicon from the pivot data window to modify the formula.

Series: Click on this button to open the measure series configuration window. You can set the chart type for each measure and control which y-axis the measure is plotted on.

Split: When your cards have multiple non-comparative measures, you can display each measure in a separate card by clicking on the split button. In the gif below, the sales, profit, and discount measures have been split into individual panels for each measure.

Learn more about customizing variances.
Learn more about creating and customizing KPI containers
Learn how to customize the look and feel of your cards
Learn more about data selection
Learn more about chart customization settings
Learn more about analytics for charts
Learn more about conditional formatting.
Learn more about sorting options.
Learn more about ranking
Pivot data
Learn more about series configurations.
Learn more about splitting and grouping measures.
Learn more about quick access, setting themes, and navigating to display settings with the actions icons.
Learn more about configuration backup and restore.
Learn more about exporting to PDF.
Built in variance presets
Variance customizations
Image scaling: Fit
Image scaling: Stretch
KPI containers
Setting borders and shadows
Choosing the chart type
Chart elements customizations
Chart element settings
Analytics for sparklines
KPI position
KPI formatting options
Trellis layouts
Conditional formatting
Sorting
Ranking
Aggregation
Applying filters
Creating a visual-level calculated measure
Plotting visual level measures
Customizing individual series
Split measures
Actions section
Export/Import KPI presets