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. Visualization
  • 2. Category
  • 3. Measure
  • 4. Data
  • 5. Display
  • 6. Story
  • 7. Actions
  • 8. Exporting reports
  • 9. Backup and restore
  1. Working with Analytics+
  2. 1. Navigating the Analytics+ toolbar

Chart toolbar

Previous1. Navigating the Analytics+ toolbarNextCard toolbar

Last updated 8 months ago

The chart ribbon is divided into 7 sections based on the functionality provided. Let’s explore each of them.

1. Visualization

Chart type: Switch between chart types and choose from Inforiver's vast library of diverse charts.

Rotate: Change the orientation (horizontal to vertical or vice versa) of the chart by clicking on the button.

2. Category

In small multiples mode, you can customize the trellis layout. Click on the dropdown icon to apply a layout.

3. Measure

You can also group measures by clicking on the dropdown icon. In this case, we have 2024 Actuals + Plan, 2023 Actuals + Plan, and 2022 Actuals + Plan and overall Actuals + Plan. You can group the 8 measures into 4 panels based on the year as shown below.

4. Data

  • 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. Click the filter icon at the top-right corner to view applied filters.

  • 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.

5. Display

6. Story

Leverage the built-in Analytics, Annotation, and Deviation features to create charts that tell compelling stories.

7. Actions

The actions section provides single-click options like

  • Display KPI metrics

  • View shortcut keys and search for features

  • Apply themes

  • Navigate to legend settings

  • Reset all configurations to default settings

  • Open display settings.

Click on the magnifying glass icon to view the keyboard shortcuts. You can use the search bar to locate a particular feature/option.

8. Exporting reports

Analytics+ has been designed to generate fully formatted, high-resolution PDF extracts.

The PDF export option is enabled in the service only. Exports are not supported on the desktop.

9. Backup and restore

You can copy the JSON config to the clipboard or export it as a file.

If you need to apply detailed customizations, like configuring the number of rows and columns or setting a specific panel size, click the Trellis button to open the layout settings side pane.

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 reports have multiple non-comparative measures, you can display each measure in a separate panel by clicking on the split button.

Conditional formatting: Highlight your data instantly using Inforiver's built-in conditional formatting options. You can also specify custom conditional formatting rules. .

Sorting: Apply nested sorting or custom excel-like sorting.

Ranking: Rank your data by applying TopN rules. When hierarchical datasets are involved, you can 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.

Analytics+ enables you to customize data labels. You can regulate the number of labels displayed with options like First + Last or Min + Max. You can also customize the font size, style, offset, color, and background color.

Analytics: Add trend lines, reference bands, or total/average bars to illustrate trends, correlations, or patterns in the data.

Annotation: Provide supplementary information about specific data points or add a report summary.

Deviation: Customize the deviation between individual data points with options like First to Last/ Min to Max or even create a custom deviation.

Analytics+ supports extensive customizations for every element. It also allows you to take a backup of the visual configuration and apply the same config to other visuals. You can import/export the visual configuration as a JSON file. The JSON file can be saved to your local system and shared with other users as well.

Learn more about Trellis customizations.
Learn more about series configurations.
Learn more about splitting and grouping measures.
Learn more about conditional formatting
Learn more about sorting options.
Learn more about ranking
Pivot data
Learn more about customizing data labels.
Learn more about analytics.
Learn more about annotations.
Learn more about adding deviation lines.
Learn more about backup and restore.
Learn more about chart discoverability and selection.
Changing the chart type and orientation
Changing the layout
Trellis layout settings
Measure series configuration
Split measures
Measure group
Formatting, sorting and ranking
Filter
Create a new measure
Calculated measure created and plotted
Data label customizations
Adding analytics, annotations and deviation
Actions section of the toolbar
Search for a feature or view keyboard shortcuts
PDF export
Sample PDF extract
Exporting the config