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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
        • Admin consent for Inforiver's Entra ID
          • Basic consent
          • Full admin consent
      • Inforiver Customer Portal
        • Billing Admin
          • Update Profile
          • Update Subscriptions
        • License Admin
      • Licensing
        • License renewal
      • Registering Inforiver on Azure AD (Entra ID)
  • 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
      • Pagination
      • Header & footer
        • Text
        • Images
        • Charts
        • KPI cards
      • Report layouts (Report+)
      • Display and themes
    • 9. Commenting and collaboration
      • Notes
      • Comments
        • Data-level comments
        • Assign & track tasks
        • Track changes
        • Report-level comments
        • Comment settings
    • 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
        • Select a report
        • Set subscription frequency
        • Select destination(s)
          • Email
          • OneDrive
          • Microsoft Teams
          • SharePoint
        • Review & save subscription
      • Manage your subscriptions
      • Administration
    • 12. Data writeback
      • Settings
        • General Settings
        • Data Settings
        • Destination Settings
        • Writeback security settings
        • Writeback time-out & batch size settings
        • Advanced Settings
      • Destinations
        • Azure SQL (Managed DB)
        • Azure SQL
        • Microsoft SQL Server
        • Synapse Dedicated SQL Pool
        • Azure Data Lake Storage
        • Databricks
        • Snowflake
          • Setting up Snowflake OAuth
        • Amazon Redshift
        • BigQuery
        • SingleStore
        • SAP HANA
        • Oracle
        • PostgreSQL
        • MySQL
        • OneDrive
        • SharePoint
        • Dataverse
        • Fabric Warehouse
        • Fabric lakehouse
        • 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
    • Manage Profile
    • User management
      • User Roles and Permissions
      • Create custom roles and policies
    • Settings
      • General
      • Generate builds - on prem
      • Forecast
      • Holidays
      • API token
      • Writeback
      • Managed DB
      • Assets
    • Onboarding actions
    • Writeback
  • Display settings
    • General settings
    • Hierarchy settings
    • Number settings
    • Miscellaneous settings
    • On-load scripting
  • Formula syntax
    • Conditional statements
      • IF
      • IFNA
      • SWITCH
      • FILTERIF
    • Logical functions
      • AND
      • IN
      • ISBLANK
      • ISEMPTY
      • ISNUMBER
      • NOT
      • OR
      • XOR
    • Math functions
      • ABS
      • AVERAGE
      • AVERAGEEXNEG
      • AVERAGEEXZERO
      • AVERAGEEXZERONEG
      • AVERAGEIF
      • CEILING
      • COUNT
      • COUNTIF
      • DIVIDE
      • EVEN
      • EXP
      • FLOOR
      • INDEXOF
      • LOG
      • ODD
      • MAX
      • MIN
      • NORMDIST
      • NORMSDIST
      • NORMINV
      • NORMSINV
      • PCT
      • POWER
      • RAND
      • RANDBETWEEN
      • ROUND
      • SORT
      • SQRT
      • SUM
      • PMT
    • Text formatting functions
      • CONCATENATE
      • HYPERLINK
      • LEFT
      • LOWER
      • MID
      • PROPER
      • REPLACE
      • REPT
      • RIGHT
      • TEXT
      • TRIM
      • UPPER
      • VALUE
    • Date functions
      • DATEADD
      • DATEDIFF
      • DAY
      • DATE
      • DATE.SET
      • DATE.FORMAT
      • SOWEEK
      • SOMONTH
      • SOQTR
      • SOYEAR
      • EOWEEK
      • EOMONTH
      • EOQTR
      • EOYEAR
      • NETWORKDAYS
      • ADDDAYS
      • ADDWEEKS
      • ADDMONTHS
      • ADDQTRS
      • ADDYEARS
      • FROMEXCELDATE
      • MONTH
      • NOW
      • PERIOD_RANGE
      • TODAY
      • TOEXCELDATE
      • YEAR
    • Time intelligence functions
      • AGGREGATE
      • FILTER
      • COLUMN_PERIOD
      • LASTNDAY
      • LASTNMONTH
      • LASTNQTR
      • LASTNYEAR
      • MONTHPERIOD
      • MOVINGAVERAGE
      • MOVINGSUM
      • MTD
      • NEXTNDAY
      • NEXTNMONTH
      • NEXTNQTR
      • NEXTNYEAR
      • QTD
      • QTRPERIOD
      • SHIFT
      • TOTALYTD
      • TOTALQTD
      • TOTALMTD
      • VALUEAT
      • YEARPERIOD
      • YTD
    • 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. View
  • 2. Status bar
  • 3. Cell/row/column
  • 4. Reading view tooltip

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  1. Display settings

Miscellaneous settings

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Last updated 1 month ago

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1. View

1.1. Visual context menu

When the Visual context menu option is enabled, a context menu is displayed by right-clicking a row.

1.2. Header word wrap

When the Header Word Wrap option is enabled, the header content is wrapped according to the height of the cell. The image below shows how the headers are displayed when the header word wrap option is disabled.

You will be able to see the entire header when word wrap is enabled.

1.3. Quick shortcuts

This option lets you add quick shortcut icons in the Actions section. The Undo, Redo, Export as Excel, and Best Fit options are selected by default. You can select additional options including Export PDF, Aggregation, and Smart Analysis. The shortcuts for all the selected options will be displayed in the Actions section.

1.5. Show info logo

You can click on the Inforiver logo at the bottom right-hand corner of the visual to get a synopsis of the report. You can quickly verify the license details and statistics like the number of measures and rows in your report. The Show Info Logo option needs to be enabled in miscellaneous settings.

1.6. Show info messages

You can disable this option if you do not wish to see pop-up notifications and info messages.

1.7. Absolute sort

Enabling this option will sort measures based on the magnitude, irrespective of whether a value is positive or negative.

Notice how the values are sorted based on magnitude when absolute sort is turned on.

1.8. Fill image

If you are using image URLs as measure headers, enable the Fill Image toggle to expand the image and fill the entire measure header cell.

1.9. Show measure header

The column or measure headers will hidden if this option is disabled.

1.10. Fiscal year start month

Inforiver supports planning, budgeting, and forecasting for fiscal periods as well. You can set the start month of the fiscal year using this option.

1.11. Show floating toolbar

When the main toolbar has been unpinned, you will still be able to apply cell-level formatting, show/hide cell values, and add comments using the floating toolbar. Disable this option if you do not require the floating toolbar.

1.12. Diagnose

This option can be enabled if you wish to mask your data and generate random values when the data is being shared and security is a concern.

1.13 Allow native measure editing in read view

If this option is enabled, report users in the reading view can update native measures.

1.14. Increase scroll thickness

You can increase the thickness of the horizontal and vertical scrollbars using by enabling this option.

1.15. Scaling in measure header

When you choose the ‘Uniform’ number format, the scaling information (whether the numbers are in hundreds, thousands, millions, etc.) is not displayed in the measure headers and is mentioned only in the report header.

To display the scaling factor in the measure headers when using uniform scaling, navigate to Display Settings > Misc and enable the Scaling in Measure Header toggle.

1.16. Hide pinned base rows

Inforiver’s pin rows feature enables you to tag important rows in your data at the top of your report. Using this feature creates duplicate rows at the visual level (there is no change to your data). In the report below, notice how the pinned rows such as ‘Bookcases’ are repeated in the table below.

You can enable the Hide pinned base rows option to hide the actual row and retain only the pinned rows.

1.17. Language

Inforiver supports English (the default language), German, French, and Spanish interfaces. You can choose one of the options. In the report below, all the menus, tabs, and options in Inforiver have been switched to French.

1.18. Explorer cross-filtering

In the gif below, notice how the Analytics+ visual and the second Inforiver visual are dynamically filtered based on the KPI selection in the main Inforiver visual.

1.18. Populate missing AC with FC

When you have actual and forecast measures in your report, if the AC values are missing for a particular category, Inforiver can populate FC values instead of AC.

1.18. Right to left

Reports with RTL support improve the user experience for readers of RTL languages, making it easier for them to navigate, understand, and interpret the information presented. When the right-to-left option is enabled:

  • Data is arranged from right to left, notice how the months are arranged from December to January.

  • The row categories are displayed on the right-hand side.

  • Toolbar options are arranged from right to left.

1.18. Selection border

You can optionally remove the border box that is rendered when a cell/column/row is selected. The border-box will not be displayed when the Selection Border toggle is disabled from display settings.

1.19. Show column filter

Easily filter your data by keying in the value in the search textboxes that are enabled when you turn on this toggle. Click the filter icon to select the comparison.

2. Status bar

2.1. Show status bar

You can show/hide the status bar with this option. If this option is enabled, the Status Panel Aggregation option becomes available.

2.2. Status panel aggregation

The Status Panel Aggregation option allows you to show the aggregation such as sum, average, min, max, and count for the values selected in the visual. In the below example, you can see the sum, average, and count aggregation for the selected values/measure in the status bar.

Only a maximum of three aggregations are displayed in the status bar.

3. Cell/row/column

3.1. Global error handling

Inforiver provides a global error handling setting that internally handles missing reference errors and converts the missing values to 0 when used in calculations.

Consider that you are deriving the standard deviation for beverages across EMEA and APAC regions.

If EMEA data is not available, the calculation will still work seamlessly in the report without throwing errors.

Notice how a missing reference error is displayed when the error handling setting is disabled.

3.2. Edit cell indicator

This option allows you to identify the edited/modified cell values in the visual. If you enable this option, the modified cell values are indicated by a pencil icon next to the corresponding values.

3.3. Show row indicator

You can identify manually inserted rows by enabling this option. A pencil icon is displayed next to data input or calculated rows.

3.4. Row label editor

This option allows you to identify if the original row labels are modified in the visual. If you enable this option, the modified row labels are indicated by an edit icon next to the corresponding label.

3.5. Common measure width

Changing the width of one column will change the width of all other columns accordingly when this option is enabled. If this option is disabled, the width of every single column can be changed individually. In the below image, the width of the Qtr 2 column alone is modified.

3.6. Column spacing

This option allows you to adjust the spacing between the columns. If this option is turned on, you can specify the required column spacing in the input field.

The minimum and maximum values of column spacing are 0 and 20 respectively.

3.7. Pin icon

You can select a custom icon for pinned rows and columns. Choose 'None' to remove the added pin icon.

4. Reading view tooltip

Inforiver offers customizations for the tooltip in the reading view.

4.1. Scaled tooltip for numbers - Enabling this option will display the values in a scaled format in the tooltip.

4.2. Custom decimals - Enabling this option lets you customize the decimal points to be displayed in the tooltip

4.3. Decimal places - Field where you can enter the number of decimal places

The below image shows the values in a scaled format with one decimal point as specified.

Inforiver allows you to dynamically filter and analyze data within the visual with the feature. Consider that you have a dashboard containing multiple Inforiver visuals, including Analytics+. When the Explorer cross filtering option is enabled, the KPI explorer selections made in one Inforiver visual will automatically filter the data in all the Inforiver visuals on that page.

KPI explorer
Visual context menu
Header word wrap disabled
Header word wrap enabled
Quick shortcuts
Show info logo
Show info messages
Absolute sort disabled
Absolute sort enabled
Fill image enabled
Fill image disabled
Show measure header
Fiscal year start month
Show floating toolbar
Increase scroll thickness
Scaling in measure header
Hide base pinned rows disabled
Hide pinned base rows enabled
Selecting the language
Explorer cross filtering option
Cross filtering other visuals with the KPI explorer
Populate missing AC with FC disabled
Populate missing AC with FC enabled
Right to left layout
Selection border box enabled
Selection border box disabled
Show column filter
Status panel aggregation
Creating a calculated row
Caculation works without errors when the setting is on
Global error handling
Edit cell indicator
Row label editor
Common measure width
Pin icon
Reading view tooltip