1. Build your first Inforiver Table report

This guide is designed to get you up and running with Inforiver Premium Table as quickly as possible. If you have not already installed Premium Table, see the install guide here. The datasets used throughout the guide can be downloaded below. You can also use your own datasets and follow the steps outlined.

6MB

Inforiver Datasets.pbix

Open

Sample dataset used in the guide

1. Add the visual

The first step to using Premium Table is to add it to the Power BI canvas. Click on the Premium Table icon in the visualization pane. Resize it to fill the entire screen.

Add the visual and resize it to fill the canvas

Premium Table can be used with other native and custom Power BI visuals, but throughout this guide, we will be using Premium Table in full-screen mode for the best experience.

To start building reports in Inforiver,

a) Use the Launch Wizard (optional)

The Launch Wizard is used to configure the initial report view by applying customizations such as theme, templates, and subtotals/totals. These changes can also be made once the data is assigned.

b) Start assigning the data

2. Launch wizard

STEP 1: After you expand to full screen, click the Start building button.

Start building using the Launch Wizard

STEP 2: The customization screen opens up. You can apply a template such as financial, enable/disable the row grand total, and apply a light/dark theme.

Configuring Premium Table

STEP 3: As you configure, the changes are reflected in the preview screen.

Preview section

Once you have made the desired configurations, you can start adding the data.

3. Assign data

The Premium Table visual you need to specify 2 things:

• Row dimension categories

• Values

If you have experience with Power BI, this process is identical to any other Power BI visual. We've assigned the row dimensions to the Categories bucket and the measures to the AC/PY/PL buckets.

Assigning data

You can see that the canvas shows a matrix based on the data assigned.

Apart from AC/PY/PL/FC, Inforiver will allow you to add any number of additional measures/dimensions in the Others(OM) parameter.

Others parameter

You can add dimensions like category or region in the Values(AC) section or the PY/PL/FC sections. Special characters in the data, like % or # symbols, will be supported and displayed as is.

4. View licensing details and statistics

Click on the Premium Table icon at the bottom right corner of the visual to view the license details and visual statistics like the number of row dimension categories, total number of rows, number of forecasts/data inputs, etc.

License and stats

In the next section, we'll be covering how to display information using Premium Table.