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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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Inforiver Reporting Matrix FAQs

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Last updated 2 months ago

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1. How do I purchase Inforiver Reporting Matrix?

Visit Microsoft Appsource to purchase licenses for . Subscription is available by tier and the fee varies based on the plans. To learn how to set up, pay for, and manage licenses for custom Power BI visuals purchased from AppSource, refer to this .

For other Inforiver licensing-related queries, visit the page.

2. Does Inforiver support calculation groups?

Yes. Inforiver supports calculation groups as well as all the other native Power BI functionalities. All native Power BI features will work in conjunction with Inforiver features.

3. Your demonstration always shows one visual per page in full-screen mode. Can there also be multiple tables on one page, interacting with each other by filtering?

Yes. Inforiver can be used in small form factors just like a native Power BI table/matrix. Inforiver works with slicers and other native visuals and supports multiple cross-filtering.

4. When I export to PDF, why does the font that I have chosen not persist?

Inforiver is limited to the 3 MB custom visual size, hence, we are not able to support all the fonts with the Export to PDF feature (each font family is 1MB in size). We were recently able to add "Times New Roman" as an additional font for the Export to PDF feature.

By August 2022 - we switched to the Inforiver font family from Antikor Mono as our default font. As the Inforiver Font family is like Segoe but monospaced for numbers – we think it will be a better default font option. Also, Writeback Matrix customers will be able to use any custom font in the subscription scheduler for the export to PDF feature. This is because the Writeback Matrix has database storage where we could upload additional font styles including custom corporate fonts.

5. Using Display, I can set or change preferences/settings for General, Hierarchy, or Numbers. Can I save my changes permanently or do I have to change settings for each new report?

With our Inforiver Writeback Matrix edition, you can save your theme, settings, etc., and it would automatically download them based on your user profile as a corporate theme and default settings. This is possible only with the Writeback Matrix edition because we need a DB and server to store and retrieve this configuration.

6. Can I use Inforiver for budgeting/forecasting?

Yes. With Inforiver Reporting Matrix and Writeback Matrix, you can input and create new budgets or forecasts in seconds. Specifically, you can (a) Create forecasts based on past sales data, (b) Create forecasts from a blank template, (c) Allocate forecasts across countries or product categories proportional to past performance, (d) Perform dynamic what-if simulations to adjust forecasts using a slider interface (e) Comment and annotate on budgets, forecasts, plan, or variance data points, and (f) writeback forecast data along with notes & comments.

Note: Points e and f are supported only in Inforiver Writeback Matrix

7. Which edition supports export to Excel?

All editions support formatted paginated export to Excel in WYSIWYG with structure, format, and notes as is. The Reporting Matrix edition provides additional customization options for Export to Excel, and they support Export to PDF too. Note: Export to PDF and Excel is possible only in Power BI service. Once you publish your reports, the options should be enabled.

8. What is the performance on large datasets?

Inforiver works best with summarized and aggregated data. Your Data model could contain billions of rows, but to leverage the full capabilities of Inforiver, we recommend that you restrict the data assigned to Inforiver using Power BI slicers.

9. Is there a limit to the number of pages that can be exported?

We offer a formatted and paginated export solution. There is a limit of 30k rows for Excel and 10MB for PDF for performance and fidelity reasons on the quality of the export.

10. What are the collaboration options available?

Users can post, reply, and mention users; email notifications are sent on replies and mentions. Authors can restrict access to who can post comments in the visual. Comment digests can be scheduled at custom intervals that summarize all comments made between each run.

11. Can I notify users using comments?

12. Can I write back the data from Inforiver to my data source?

Database – Azure SQL, Synapse Analytics Dedicated SQL Pool, Snowflake, Amazon Redshift, BigQuery, SingleStore, SQL server, SAP HANA, Oracle, Postgres, Databricks, Dataverse and MySQL.

One Lake Data Hub - Fabric Lakehouse, Fabric Warehouse

OneDrive and SharePoint – Writeback file as a CSV to the selected folder

URL – HTTPS post with the CSV as payload to a configured endpoint

13. Is it possible to schedule reports to email or other destinations like OneDrive?

14. Can we build our own product incorporating Inforiver and sell it to our customers for a license or subscription free? (OEM licensing)

15. Can we build Power BI reports that can be consumed by external organizations for a service fee? (Embedded licensing)

Refer to 1. Manual Input for Budgets - 2. Advanced Forecasting & What-If Simulations in Microsoft Power BI - 3. Entering Forecasts, Comments, and Write Back -

However, we suggest using Inforiver to gather your budgets, forecasts, plans, and variance comments using row-level security just like we gather them using Excel spreadsheets. is our recommended advanced planning solution for Writeback Matrix use cases. We are working on modernizing ValQ and Integrating with Inforiver where you collect forecast and commentary inputs. ValQ is a separate offering and requires separate purchases for customers needing a full-blown XP&A or FP&A or Value Driver Planning solution.

We also offer a performance build where the Inforiver Reporting matrix will function like the native Power BI Matrix by bringing only one hierarchy level at a time for performance reasons but compromising on features/functionalities that require all the hierarchy levels.

Inforiver supports with other users through real-time commenting, email notifications, scheduled Excel and PDF reports, and commentary digests.

However, these options are available only with .

Yes, users can be notified using commenting. @ can be used to look up the list of users from one’s organization. This feature is available only in

Inforiver allows users to post the data and comments from the visual to a supported destination. Writeback is supported only in and the following destinations are supported.

Inforiver supports custom scheduling of reports to email and other external destinations like OneDrive, SharePoint, and Teams. Burst and broadcast of paginated reports honoring row-level security (RLS) are also possible. This is supported only in .

Yes. For bundling (OEM) Inforiver fully or partially with your own products or services to your customers or any third party, a separate licensing plan is available on the . This would be based on the number of developers or customers.

Yes. For embedding Inforiver fully or partially with your own products or services, a separate licensing plan is available on the . This would be based on the number of developers.

Inforiver Reporting Matrix
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General FAQ
Data input, simulations, commenting, and writeback
5 ways to run dynamic what-if simulations in Power BI
Forecasting Multiple Items with Seasonality in Power BI
ValQ
Learn more about working with performance mode.
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Inforiver Writeback Matrix
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Inforiver Writeback Matrix
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