# Classification

### What is Classification?

{% hint style="success" %}
Classification in Inforiver is a conditional formatting feature that allows you to categorize data based on value ranges. It helps visually segment data and analyze performance in spreadsheets or tabular reports.

Real-world reporting involves highlighting outliers and identifying key trends. With Inforiver Table, you can categorize data using text, icons, or ratings, making it easy to interpret complex data at a glance.
{% endhint %}

Refer to the [Create rule ](https://docs.inforiver.com/premium-table/working-with-premium-table/5.-conditional-formatting/rules-if-conditions/bubble-charts)section to get started. Once the rule is created and you can see the **Conditional Formatting** side panel, follow the steps below.

Choose **Classification** in the **Format by** dropdown.&#x20;

<figure><img src="https://suprajavenky.gitbook.io/number-formatting/~gitbook/image?url=https%3A%2F%2F3497074632-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252F85PzpPrHM0O8GyOm8rat%252Fuploads%252Fy1wpene9w32P6WwEml4O%252Fimage.png%3Falt%3Dmedia%26token%3D197af7f1-ff9d-465b-931d-a42480d2de7e&#x26;width=768&#x26;dpr=4&#x26;quality=100&#x26;sign=a0230c07&#x26;sv=2" alt=""><figcaption><p>Conditional formatting based on classification</p></figcaption></figure>

Click on the **Display** dropdown. You can see the three types of classifications: **Text**, **Icon Set**, and **Rating**. Let's look at them one by one.

<figure><img src="https://suprajavenky.gitbook.io/number-formatting/~gitbook/image?url=https%3A%2F%2F3497074632-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252F85PzpPrHM0O8GyOm8rat%252Fuploads%252FYe8OuwFUqXuNscciBy8d%252Fimage.png%3Falt%3Dmedia%26token%3D2d50291e-2dc5-4575-8630-8fbac642c4f8&#x26;width=768&#x26;dpr=4&#x26;quality=100&#x26;sign=f69962bb&#x26;sv=2" alt=""><figcaption><p>Classification types</p></figcaption></figure>

### **1. Text**

Categorizing performance is essential to derive quick insights from your reports. A common technique used by enterprises to categorize inventory, vendors, or materials is [ABC analysis](https://en.wikipedia.org/wiki/ABC_analysis). Inforiver delivers this capability right out of the box.

#### **1.1. Step-by-step guide to setting up text-based classification:**

**STEP 1:** Select **ABC** from the **Display** dropdown. Let's go with the default settings. Click Apply.

<figure><img src="https://suprajavenky.gitbook.io/number-formatting/~gitbook/image?url=https%3A%2F%2F3497074632-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252F85PzpPrHM0O8GyOm8rat%252Fuploads%252FzdPZdoohtjD13C32UVQQ%252Fimage.png%3Falt%3Dmedia%26token%3D289b7dd4-665a-4781-a5aa-6f0f30ce552b&#x26;width=768&#x26;dpr=4&#x26;quality=100&#x26;sign=46643bcf&#x26;sv=2" alt=""><figcaption><p>ABC analysis</p></figcaption></figure>

**STEP 2:** The rows are classified, and the text is displayed on the left of the data.

<figure><img src="https://suprajavenky.gitbook.io/number-formatting/~gitbook/image?url=https%3A%2F%2F3497074632-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252F85PzpPrHM0O8GyOm8rat%252Fuploads%252FlKvKn80mIRa1gYhlvGRM%252Fimage.png%3Falt%3Dmedia%26token%3Deb942ca3-8e5a-426f-9aa8-85d937f272d3&#x26;width=768&#x26;dpr=4&#x26;quality=100&#x26;sign=311199e8&#x26;sv=2" alt=""><figcaption><p>ABC analysis</p></figcaption></figure>

**STEP 3:** You can also have the classifications appear in a separate column if required. Check the **Show as new column** checkbox.

<figure><img src="https://suprajavenky.gitbook.io/number-formatting/~gitbook/image?url=https%3A%2F%2F3497074632-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252F85PzpPrHM0O8GyOm8rat%252Fuploads%252FAYaR1uJJCVruZXyQyFBa%252Fimage.png%3Falt%3Dmedia%26token%3D51e21461-4a38-41b8-8c64-27f5474b089f&#x26;width=768&#x26;dpr=4&#x26;quality=100&#x26;sign=99f4cea5&#x26;sv=2" alt=""><figcaption><p>Display text in new column</p></figcaption></figure>

**STEP 4** When there are charts in the column where classification is to be applied, check the **Apply to charts** checkbox. In the image below, 2025 Actuals are visualized using bar charts, and the colors defined for the ABC ranges are used for formatting.

<figure><img src="https://suprajavenky.gitbook.io/number-formatting/~gitbook/image?url=https%3A%2F%2F3497074632-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252F85PzpPrHM0O8GyOm8rat%252Fuploads%252FuRsqpqFpojEDe4SfYPMM%252Fimage.png%3Falt%3Dmedia%26token%3D180aa30b-d9fc-4e09-b031-c52a64cd7bf2&#x26;width=768&#x26;dpr=4&#x26;quality=100&#x26;sign=a973b1e5&#x26;sv=2" alt=""><figcaption><p>Classification applied to charts</p></figcaption></figure>

### 2. Icon set <a href="#id-2.-icon-set" id="id-2.-icon-set"></a>

Icon-based formatting provides the same properties as text-based formatting. Refer to the [Text](https://docs.inforiver.com/working-with-inforiver/5.-conditional-formatting/create-rule-writeback-matrix/classification#1.-text) section for more details. We'll look at a simple example to apply icon sets.

In the **Display** dropdown, choose the **Five arrows** option. Click Apply. Note that we have applied formatting to 2021 Actuals based on 2021 Actuals - 2021 Plan. Hence, we can see which categories have performed worse or better than the plan.

<figure><img src="https://suprajavenky.gitbook.io/number-formatting/~gitbook/image?url=https%3A%2F%2F3497074632-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252F85PzpPrHM0O8GyOm8rat%252Fuploads%252Fpf2yoWVXGlFuMy5vEkwr%252Fimage.png%3Falt%3Dmedia%26token%3Dde09bbcf-dc20-4273-b173-4cec5e37d059&#x26;width=768&#x26;dpr=4&#x26;quality=100&#x26;sign=89c0443e&#x26;sv=2" alt=""><figcaption><p>Classification based on icon sets</p></figcaption></figure>

### **3. Rating**

You can also use star-based ratings, as seen in e-commerce sites in the product feedback section.

#### 3.1. Step-by-step guide to configure rating-based classification:

**STEP 1:** Select the **3 stars** option from the **Display** dropdown and click Apply.

<figure><img src="https://suprajavenky.gitbook.io/number-formatting/~gitbook/image?url=https%3A%2F%2F3497074632-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252F85PzpPrHM0O8GyOm8rat%252Fuploads%252FIPToST1UW5fOr5Q7L9F8%252Fimage.png%3Falt%3Dmedia%26token%3Dbe827731-bff2-4a1f-b582-df136623dfcf&#x26;width=768&#x26;dpr=4&#x26;quality=100&#x26;sign=9b9d8ba9&#x26;sv=2" alt=""><figcaption><p>Conditional formatting - Rating</p></figcaption></figure>

**STEP 2:** You can see the 1-5 rating icons on the left of the data. By default, the number of ranges has been set to 5.

<figure><img src="https://suprajavenky.gitbook.io/number-formatting/~gitbook/image?url=https%3A%2F%2F3497074632-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252F85PzpPrHM0O8GyOm8rat%252Fuploads%252Fsrawatq7quld5Mplf3sZ%252Fimage.png%3Falt%3Dmedia%26token%3D489b9cdd-eb5e-4769-a13e-f2b021aea918&#x26;width=768&#x26;dpr=4&#x26;quality=100&#x26;sign=cf7fbc3&#x26;sv=2" alt=""><figcaption><p>5-star rating</p></figcaption></figure>

**STEP 3:** You can move the ratings to a separate column by clicking the **Show as new column** checkbox.

<figure><img src="https://suprajavenky.gitbook.io/number-formatting/~gitbook/image?url=https%3A%2F%2F3497074632-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252F85PzpPrHM0O8GyOm8rat%252Fuploads%252Fanxtu3fAOrGixBWrxdt7%252Fimage.png%3Falt%3Dmedia%26token%3D8c4ead62-9b92-45e3-af27-fe8a1d1888ca&#x26;width=768&#x26;dpr=4&#x26;quality=100&#x26;sign=f73b1d06&#x26;sv=2" alt=""><figcaption><p>Ratings in a new column</p></figcaption></figure>

**STEP 5:** The rating text can be shown on the left or right. Select the position and color as shown below.

<figure><img src="https://suprajavenky.gitbook.io/number-formatting/~gitbook/image?url=https%3A%2F%2F3497074632-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252F85PzpPrHM0O8GyOm8rat%252Fuploads%252FpnE33ATnMPpk4ndRe6oZ%252Fimage.png%3Falt%3Dmedia%26token%3Db691a85d-9dd0-4337-8fd2-fa5c87d3822f&#x26;width=768&#x26;dpr=4&#x26;quality=100&#x26;sign=6b096178&#x26;sv=2" alt=""><figcaption><p>Rating text</p></figcaption></figure>

#### **3.2. Invert rating**

Check the **Invert rating** checkbox in cases where higher values should have lower ratings.

<figure><img src="https://suprajavenky.gitbook.io/number-formatting/~gitbook/image?url=https%3A%2F%2F3497074632-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252F85PzpPrHM0O8GyOm8rat%252Fuploads%252FdorGbPJWJpPTG7OYXbGU%252Fimage.png%3Falt%3Dmedia%26token%3D51e415a0-87d3-4806-a1fa-21cab6d018ce&#x26;width=768&#x26;dpr=4&#x26;quality=100&#x26;sign=45629f51&#x26;sv=2" alt=""><figcaption><p>Inverted ratings</p></figcaption></figure>

#### **3.3. Display only the rating**

Select the **Only rating** option to display only the ratings without showing the measure values.

<figure><img src="https://suprajavenky.gitbook.io/number-formatting/~gitbook/image?url=https%3A%2F%2F3497074632-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252F85PzpPrHM0O8GyOm8rat%252Fuploads%252FkqO6QiBr3QBfoXfrqHl4%252Fimage.png%3Falt%3Dmedia%26token%3D69ab30bd-fbbf-4ad1-9c96-ffc01647ceed&#x26;width=768&#x26;dpr=4&#x26;quality=100&#x26;sign=a25aa5a6&#x26;sv=2" alt=""><figcaption><p>Displaying only rating</p></figcaption></figure>

#### **3.4. Value range classification**

With Inforiver Table, you can configure value ranges for each of the ratings. Click on the **Enable custom** checkbox. For every half rating, you'll be able to define percentage/value ranges in the **From** and **To** fields, as shown in the image below.

<figure><img src="https://suprajavenky.gitbook.io/number-formatting/~gitbook/image?url=https%3A%2F%2F3497074632-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252F85PzpPrHM0O8GyOm8rat%252Fuploads%252FSn4i9f3cSEQ0jcANV7K3%252Fimage.png%3Falt%3Dmedia%26token%3Dd8421847-83c9-4644-be4c-c75e0f3b66bf&#x26;width=768&#x26;dpr=4&#x26;quality=100&#x26;sign=8b31ebc6&#x26;sv=2" alt=""><figcaption><p>Custom ranges</p></figcaption></figure>

To reverse the order of colors or reset all changes to the ranges, click on the highlighted icons.

<figure><img src="https://suprajavenky.gitbook.io/number-formatting/~gitbook/image?url=https%3A%2F%2F3497074632-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252F85PzpPrHM0O8GyOm8rat%252Fuploads%252Fql1kNt3PlTAkvaaAWyhB%252Fimage.png%3Falt%3Dmedia%26token%3D6530bda5-9059-4639-a1c3-7df1cbf750ee&#x26;width=768&#x26;dpr=4&#x26;quality=100&#x26;sign=3c4228aa&#x26;sv=2" alt=""><figcaption><p>Reorder colors and reset changes</p></figcaption></figure>

### FAQs

**Q1:** **Can I customize the ranges and display options for classification?**\
Yes. Inforiver Table allows you to set custom value ranges, choose how classifications are displayed (text, icons, ratings), and decide whether to show classification in a new column or inline. You can also adjust colors and positions to match your reporting needs.

**Q2:** **How does classification handle dynamic data changes?**\
Classification in Inforiver is dynamic. When your underlying data changes, the classification automatically updates based on your defined ranges and rules. This ensures that trends and outliers are always accurately highlighted in your Power BI visuals.

**Q3:** **Does applying classification affect report performance?**\
Applying classification does not impact report performance. It does not affect data refresh, calculations, or visual rendering.
