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. Using the context menu
  • 2. Editing the header
  • 3. Editing measure names
  • 4. Editing cells and adding annotations
  • 5. Resizing and re-ordering measures
  • 6. Inverting panels
  • 7. Date formats for axis dimensions
  1. Working with Analytics+
  2. 6. Tables

6.2. Quick options - tables

Previous6.1. Tables - getting startedNext6.3. Configure measures for tables

Last updated 11 months ago

The Analytics+ visual provides almost all functionalities even when the size of the visual is reduced i.e. it does not fill the entire canvas. The toolbar is disabled when the size of the visual is decreased beyond a threshold but you can still perform all the basic customizations via the context menus and by using the on-object interaction menus - without having to switch to focus mode.

1. Using the context menu

When the toolbar is unpinned, clicking on the + icon at the bottom left will open the context menu.

i) Elements

The elements section has options to:

  • Add or remove KPIs

  • Add or remove the report header(Title)

  • Sync panel scroll. Learn more about synchronized scrolling.

ii) Settings

You can directly navigate to the configuration settings for measures, canvas, conditional formatting, TopN, and sorting from this section.

iii) Theme

You can also change the theme from the context menu. Learn more about themes.

iv) Trellis layout

You can change the layout from this section or navigate directly to layout settings to design a custom layout. Learn more about setting the layout.

v) Pivot data

2. Editing the header

The header name is automatically set using the dimension and measure names. Simply double-click on the header to enable the on-object interaction menu. You can change the font, size, style, color, alignment, background color, etc, and modify the content as well.

3. Editing measure names

By default, Analytics+ assigns the IBCS notations for measure names. You can easily modify them by double clicking on the measure header which you want to update.

4. Editing cells and adding annotations

To format individual cells, click on the cell to enable the on-object interaction menu. Similar to the measure headers, you can change the font size, color, alignment, and styling of the cell. Click on the settings icon to open the font style properties pane.

To add cell-level comments, click on the comment icon - a text box is enabled to capture annotations.

Enter comments and click anywhere in the grid to attach the comment to the cell. Learn more about annotations in Analytics+.

5. Resizing and re-ordering measures

Resizing: The resize icon appears when you hover over the edge of a measure. Click and drag to resize.

Reordering: Click on the measure header and drag to the desired position to re-order measures.

6. Inverting panels

7. Date formats for axis dimensions

You can set custom formats for axis date dimensions in just 2 clicks. You can double-click on a date dimension like year/quarter/month and select a custom format from the list of suggestions.

Split measures.

Sync highlight. .

You can navigate to the data management configuration window from this section.

With Inforiver reports, you can indicate poor performance in a particular segment or region with the invert panel option. Hover over the panel and click on the button. We’ve inverted the Juices panel with this option.

Learn more about splitting measures.
Learn more about data selection
Learn more about data management.
Context menu
Elements section
Settings section
Changing the theme
Changing the trellis layout
Pivot data option
Editing the header
Editing the measure header
Editing cells
Adding comments
Entering a comment
Inverting panels
Custom date formats