Inforiver
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  • Introduction to Premium Table
    • Get Started
      • Installing from AppSource
      • Installing Inforiver for your organization (Org visual)
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  • Working with Premium Table
    • 1. Build your first Inforiver Table report
    • 2. Displaying information
      • Report interface
      • Templates
      • Basic formatting
        • Number formatting
        • Cell, header & value formatting
        • Totals & subtotals
        • Insert blank rows
      • Basic inline charts
    • 3. Basic interactions
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        • Explorer
        • Top N + others
      • Sort & reorder data
      • Show/hide values
      • Manage column widths
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    • 4. Adding business logic and formulae
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        • Number
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        • Writeback Matrix features
        • Importing data
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      • Visual column inside visual measures
      • Manage inserted rows
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    • 6. Working with charts
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      • Set version
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      • Report layouts (Report+)
      • Display and themes
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        • Excel export - operational boundaries
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        • URL as destination
      • Logs
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    • 14. Manage aggregation
      • Row aggregation
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    • Date functions
      • DATEADD
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    • Time intelligence functions
      • AGGREGATE
      • FILTER
      • COLUMN_PERIOD
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      • LASTNQTR
      • LASTNYEAR
      • MONTHPERIOD
      • MOVINGAVERAGE
      • MOVINGSUM
      • MTD
      • NEXTNDAY
      • NEXTNMONTH
      • NEXTNQTR
      • NEXTNYEAR
      • QTD
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      • SHIFT
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      • TOTALQTD
      • TOTALMTD
      • VALUEAT
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    • Identifiers
      • CLOSEDPERIOD
      • COLUMN.DATE
      • COLUMN.PARENT
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      • CURRENT_PERIOD
      • DESCENDANTS
      • FORECAST.CLOSED_END
      • FORECAST.CLOSED_START
      • FORECAST.OPEN_END
      • FORECAST.OPEN_START
      • GROUP INDEX
      • HAS
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      • 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
    • Statistical Functions
      • RANK
      • RANKEQ
      • RANKAVG
    • 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
  • Accessibility shortcut keys
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On this page
  • 1. Backup report config
  • 2. Restore report config
  1. Advanced topics

Backup & restore report config

PreviousAudit logNextEnterprise themes

Inforiver allows you to import/export the visual configuration as a JSON file. The JSON file can be saved to your local system and also shared with other users.

1. Backup report config

a) In the 'Export' tab of the toolbar, click 'Config' in the 'Backup' section. Select 'Backup report config' to backup configurations.

b) A pop-up appears showing a warning, click 'Download'.

c) Your visual data will be downloaded in a .JSON format which can be used in other reports.

2. Restore report config

To restore and apply the configurations from an exported .JSON file, follow the steps given below:

a) To a blank Inforiver visual, add a field to enable it. In the 'Export' tab of the toolbar, Click 'Config' in the 'Backup' section. Select 'Restore report config' from the drop-down.

b) Click 'Upload' and navigate to the location of the exported config file.

c) Select the .json format exported file and click 'Open'.

d) It shows a warning message since we have not mapped the data fields correctly. You can see which fields need to be added.

e) As you add the fields, the red cross will turn to green ticks. Click 'Apply'.

Even if the added data fields are not an exact match, you can still apply the configurations by clicking on the 'Apply Anyway' option.

f) Select 'Yes' to apply the imported configuration. Note that this action cannot be undone.

h) Your visual gets updated with the configurations from the exported file.

Note however that not all the configurations can be saved as a theme. Only the properties in general, hierarchy and number tabs of display settings, toolbar options in Report+, and a few others can be saved.

The Enterprise themes option is available only in Inforiver Writeback Matrix.

Another option to reuse report configurations is using the feature. You can easily create and add custom themes to the repository which can be accessed by others in the organization.

Enterprise Themes
Backup report config
Pop-up
JSON file
Restore report config
Upload .JSON file
Upload .JSON file
Warning message
Adding fields
Restoring config
Restored configuration