Inforiver
FormulaPricingProductAll Products
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
  • 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
  • Leveraging Power BI bookmarks
  • Performance Optimization Options in Inforiver
  • Video tutorials
  • Resources
  • Release Notes
    • Inforiver Writeback Matrix May 2025 - v4.4.5
    • Inforiver Writeback Matrix May 2025 - v4.5 - Audit redesign, Writeback optimizations, and more
    • 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
Powered by GitBook
On this page
  • 1. Reporting Matrix
  • 1.1. Performance mode
  • 2. Writeback Matrix
  • 2.1. High-performance scheduler
  • 2.2. Performance Table Layout
  • 2.3. High Performance Storage
  • 2.4. Optimized Inforiver and Infobridge writebacks
  • 3. Other tips to improve performance
  • 4. Summary – Finding the Right Balance

Was this helpful?

Performance Optimization Options in Inforiver

PreviousLeveraging Power BI bookmarksNextVideo tutorials

Last updated 22 hours ago

Was this helpful?

Inforiver provides a number of robust performance optimization features for large-scale data management, such as reporting, writebacks, scheduling, and exporting large datasets. These enhancements improve report responsiveness, reduce load times, and enable efficient scaling to millions of records.

This section guides you through all performance options available in Inforiver, helping you understand when and how to apply each, along with associated trade-offs.

1. Reporting Matrix

1.1. Performance mode

Inforiver Reporting Matrix offers a high-efficiency performance mode designed for quicker rendering and improved interactivity, especially beneficial for large and complex reports.

What is the difference between normal mode and performance mode?

In normal mode, all hierarchy levels are loaded at once in the visual so as to provide you with advanced capabilities.

When you choose the performance mode, Inforiver loads a limited set of top ‘n’ hierarchies, with the rest loaded on-demand (like the native Power BI matrix). This significantly improves the performance and efficiency.

When should I use the performance mode?

Normal mode is optimal for most reports. However, you can switch to performance mode in reports where performance is critical. This can include,

  • Reports with large datasets with over 100,000 cells.

  • Complex reports with multiple row and column hierarchies and time-based hierarchical columns.

  • Use cases with multi-level structures that often require native Power BI drill-through functionality.

Key Benefits of Performance mode

  • Faster load times even for larger datasets

  • Improved navigation in complex reports

  • Better responsiveness and interactivity

This is a sample performance gain recorded by us. Your results will vary depending on the number of rows, columns, field types, calculations and more.

Is there a valid reason not to switch to performance mode?

Yes. The performance mode involves some trade-offs. A few of the Inforiver features are not supported in the performance mode. This includes:

  • Custom totals/aggregations

  • Calculated rows (may or may not work depending on the expand/collapse status of hierarchy)

  • Formula measures

  • Forecasts

  • Goal Seek

This is because, for these features to work, the entire dataset must be loaded at once.

Other limitations

A few menu options and features are not available in the performance mode. They are summarized below:

Menu/Feature
Normal Mode
Performance Mode

Design Tab features

Available

Not supported (Only the Header/Footer option is available and is moved under the Insert tab)

Insert Tab Features

Available

Several features unavailable (Break rows, inserting template rows, overall ranking, ranking within group, simulation, forecast, aggregation, etc.)

Advanced Filtering (Home Tab)

Available

Not supported (Only the basic filter is supported)

Explorer & Search (Home Tab)

Available

Not available

Excel Export

Full export

Only current report state is exported by default

It is recommended that you decide before creating a new report (performance mode or normal mode), as there are trade-offs involved, as mentioned above, between performance and normal modes.

Also, please activate performance mode prior to working on your report. Creating and formatting a report and then turning on the performance mode will reset all the changes made.

Performance mode is available only in Inforiver Reporting Matrix.

2. Writeback Matrix

2.1. High-performance scheduler

Our optimized scheduler allows for faster run times when scheduling report subscriptions.

We have made our high-performance mode the default, while the legacy/normal mode has been deprecated. Scheduler jobs now run three times faster than before.

This is particularly beneficial for scheduling reports with large datasets. The accelerated scheduling allows for faster exports or delivery to designated destinations.

2.2. Performance Table Layout

To efficiently analyze extensive hierarchical datasets without compromising on performance, we recommend switching to the Performance Table layout.

It is a streamlined table layout that you can enable for optimal performance when there are no dimensions assigned to columns.

When to use this layout:

  • Reports without a need for column-dimension breakdown

  • For better performance in reports with large number of hierarchies

Key benefits:

  • Faster processing and writebacks

2.3. High Performance Storage

Inforiver supports faster and seamless working with large datasets, up to 1 million records with our new, high-performance storage mode.

This mode transforms the way the data input values are stored, retrieved, and updated. When enabled, you’ll notice improved performance and reduced processing times, especially with larger datasets.

When to enable this option:

  • Larger datasets up to 1 million records

  • Your report requires many data input measures/columns

Please remember to enable this mode before creating any data input measures or columns in your report.

Switching between modes is not supported after data input columns are created and updated unless you delete them.

Key Benefits:

  • Reduced processing time

  • Scalable for enterprise-grade data management – works with data up to 1 million records

2.4. Optimized Inforiver and Infobridge writebacks

  • Experience faster writebacks with the latest versions: In the 3.5.2 release, we have refactored and optimized payloads so writeback processes complete significantly faster.

  • Since the Inforiver Writeback Matrix 4.0 release, Infobridge writebacks are also 3X faster, with improved efficiency and scalability.

  • Infobridge writebacks can handle larger datasets of up to 10 million records. For Azure SQL destinations, Infobridge writebacks can handle up to 30 million records.

3. Other tips to improve performance

  • Incorporate best practices in data modeling.

  • Use Power BI or Inforiver filters to load subsets of data instead of the entire dataset.

  • Avoid using nested formulas and cell-level calculations.

  • Prefer row/column-level calculations and reusable variables/functions.

4. Summary – Finding the Right Balance

As users, you have the discretion to select the best performance option to enhance your experience with Inforiver. The key is to strike the right balance between performance and the capabilities needed for planning and forecasting.

Toggle on for Performance mode
Performance mode vs Normal mode
Confirmation before you switch to performance mode
High performance scheduler
Performance Table Layout
High-performance storage