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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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On this page
  • 1. Introducing user roles and permissions
  • 2. Data Input
  • 2.1. Input rules for data input and forecast measures
  • 3. Data streaming to Analytics+
  • 4. Optimized performance for large datasets
  • 5. Infobridge
  • 5.1. Faster writeback up to 30 million records
  • 5.2. OneLake as data source
  • 5.3. Support for EDITABLE data source
  • 6. Writeback:
  • 6.1. Seamless Auto-writeback
  • 7. Forecast
  • 8. Audit log – enhanced
  • 8. Scheduler:
  • 8.1. Filter child jobs
  • 9. Visual Formulas
  • 10. Commenting and Collaboration
  • 11. Other Enhancements

Was this helpful?

  1. Release Notes

Inforiver Writeback Matrix Feb 2025 - v4.0 - User permissions, High-performance mode, Input rules

PreviousInforiver Reporting Matrix March 2025 - V3.3.3 -New formatting and export optionsNextInforiver Writeback Matrix January 2025 - v3.9 - Fabric support, upgraded variables interface

Last updated 2 months ago

Was this helpful?

This release brings you significant updates such as the role-based access control, data input rules, high-performance mode, and much more. We have also added several other enhancements based on your feedback—specifically to the audit log, comment panel, and scheduler to enhance your overall experience with Inforiver.

Thank you for your feedback, which inspires us to continuously improve and innovate our product.

1. Introducing user roles and permissions

User management in Inforiver is now more secure and streamlined with our new, role-based access control policies.

Previously, there were only admin and member roles. In this release, we have introduced additional user roles with clearly defined access permissions .

If you are an admin, you can assign roles to users (or Active Directory groups) to specify what they can or cannot do with their Inforiver reports. For instance, an ‘input user’ can create data input entries, forecasts, scenarios, etc., while only an ‘input admin’ can change the related settings.

Here is a summary of default roles available and their associated permissions:

Roles
Permissions

Admin

Complete control within the product

Contributor

Member users have been migrated to this policy

Passive Viewer

View-only access to reports

Input Admin

Can create visual measures, modify data input settings and execute writeback

Input User

Can create data input entries, add comments, create bridge and execute writeback

Writeback Admin

Complete control over writeback settings

Forecast Admin

Can create forecast, bridge, input data entry and execute writeback

Subscription Admin

Create and manage subscriptions at tenant level

Subscription User

Create and manage report subscriptions

Infobridge Admin

Can create and manage bridge folders, enter data input and execute writeback

In addition to these default roles, workspace admins can create custom roles and policies on a granular level, ensuring enhanced data governance and security.

Note: Existing admins and members have been moved to the ‘Admin’ and ‘Contributor’ roles, respectively. Admins retain their permissions for user management and writeback settings, while contributors can access all report-level settings.

2. Data Input

2.1. Input rules for data input and forecast measures

Manage your planning and forecasting workflows proactively by setting clear business controls in the form of input rules. These rules can include setting minimum and maximum thresholds, locking and unlocking cells to prevent changes to key values, and changing the distribution method.

When adding input and forecast columns to your report, you can configure these settings in the 'Data Input' and 'Forecast' side panels.

Additionally, we have now introduced a centralized menu option, 'Input Rules' for effective and collaborative management of input and forecast rules.

With this, you can:

  • Configure input and distribution rules for measures and columns in one place.

  • Set global rules for all data input and forecast measures or apply them to specific measures.

  • Choose the rows, columns, and period range to which the rules should apply.

  • View additional details such as who set the rules, when they were configured, and the applicable rows, columns, and measures.

Locking rule: Configure which cells should be locked and restricted from changes during distribution and forecasting to ensure key values remain unchanged.

Min-Max rule: Set limits on the minimum and maximum values users can enter in these measures. These constraints ensure that the measure values do not fall below or exceed your specified limits during forecasting and distribution.

Distribution rule: Choose whether to distribute the total equally or to use a weighted distribution. You can also define the period range from which the weights will be derived, as well as the target rows and columns where they will be applied.

3. Data streaming to Analytics+

Want to create Analytics+ charts for your Inforiver reports? We have the solution with our new Data Streamer feature. With this, you can quickly stream your report’s dimension data, as well as native and custom input measures to an Analytics+ visual.

Create a sample Analytics+ visual with some measure added to it, as displayed below, side by side. Then, go to Settings > Global Settings > Data Streamer.

Create a new data source in the Data Streamer by configuring the necessary fields and values for your visualization. Add filters, if needed. In the Analytics+ visual, customize your chart with options such as Chart Type, Pivot Data, etc., and you’re all set.

4. Optimized performance for large datasets

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

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.

5. Infobridge

5.1. Faster writeback up to 30 million records

Experience three times faster writebacks in Infobridge, with enhanced efficiency and scalability. We have improved the Infobridge writeback process to accommodate larger datasets, now supporting up to 10 million records. For Azure SQL destinations, Infobridge writebacks can handle up to 30 million records.

5.2. OneLake as data source

You can now add data sources from OneLake to Infobridge. Ensure that you’re connected to your Fabric Lakehouse and Azure Data Lake Storage from the ‘My Integrations’ page in the console, and you are good to go.

5.3. Support for EDITABLE data source

Infobridge can now fetch data from EDITable, enabling new possibilities for integrated and connected planning.

For example, in the image below, we have integrated data from EDITable into a bridge. This data can be accessed live from an Inforiver report using the ‘LOOKUP’ function.This way, you can seamlessly connect to multiple data sources from your Inforiver report.

6. Writeback:

6.1. Seamless Auto-writeback

No more distracting notifications and pauses during the auto-writeback process. The auto-writeback process is now seamless, with the event notifications displayed at the bottom of the visual.

7. Forecast

8. Audit log – enhanced

The audit log now displays a complete and comprehensive overview of all changes made to the report. This includes changes to data input measures, forecast measures, scenarios, snapshots, writeback settings, comments settings, conditional formatting, and more.

You can filter the logs by type, date range, the user who made the changes, and logs that include comments.

8. Scheduler:

8.1. Filter child jobs

Search and filter options have been added to the scheduler summary, allowing users to select child jobs based on table name, category, sub-category, job status, and recipients for email destinations.

9. Visual Formulas

The latest version supports statistical formulas for calculating standard deviation, variance, mean, median, mode, percentiles, and much more. Below is the list of all statiscal formulas supported in Inforiver:

Function
Description

RANK.EQ(number, ref, [order])

Returns the rank of a number in a list; gives the top rank if there are duplicates (similar to RANK).

RANK.AVG(number, ref, [order])

Returns the rank of a number in a list, but gives the average rank if there are duplicates.

PERCENTRANK.INC(array, x, [significance])

Returns the rank of a value as a percentage between 0 and 1 of the data set, including 0 and 1.

PERCENTRANK.EXC(array, x, [significance])

Returns the rank of a value as a percentage between 0 and 1 of the data set, excluding 0 and 1.

PERCENTILE(array, k)

Returns the k-th percentile in the given data.

PERCENTILE.EXC(array, k)

Returns the k-th percentile of values in a range, excluding the lowest and highest percentiles.

PERCENTILE.INC(array, k)

Returns the k-th percentile of values in a range, including the lowest and highest percentiles.

QUARTILE.EXC(array, quart)

Returns the quartile (1, 2, 3, or 4) of a data set, excluding the minimum and maximum values.

QUARTILE.INC(array, quart)

Returns the quartile of a data set, including the minimum and maximum values.

NORM.S.DIST(z, cumulative)

Returns the standard normal cumulative distribution function.

NORM.DIST(x, mean, standard_dev, cumulative)

Returns the normal distribution for a specified mean and standard deviation.

RANK(number, ref, [order])

Older version of RANK.EQ, which also returns a rank for a number within a list.

MODE.SNGL(number1, [number2], ...)

Returns the most frequently occurring value in a data set (single mode).

VAR.P(number1, [number2], ...)

Calculates the variance based on the entire population.

VAR.S(number1, [number2], ...)

Calculates the variance based on a sample.

STDEV.P(number1, [number2], ...)

Calculates standard deviation based on the entire population.

STDEV.S(number1, [number2], ...)

Calculates standard deviation based on a sample.

10. Commenting and Collaboration

The comment panel now features simple and detailed views, allowing users to edit comments inline on the panel, resize the panel to view longer comments, and manage who can add starred comments.

11. Other Enhancements

  • This release adds Bulgarian language translation support within the Localization Settings.

  • Granular forecast controls are included in the ‘Allowed User Controls’ window to manage permissions for closing periods, reforecasting, and distributing deficits in the Reading view.

  • You can now writeback your snapshot data to the configured destinations using the Writeback option available in the Snapshots tab.

  • The staging table is enabled by default in supported destinations, with an option to disable it if required.

  • The author's name and date in comments will now be included in exports only if the corresponding option is checked in the Page Setup settings.

  • The ‘Metrics’ page in the admin console now shows detailed information about the health of all worker services for better monitoring.

  • Security/Active Directory groups without their emails enabled can also be included in the writeback settings user list, allowing them to use admin connections and add writeback destinations.

  • The pivot explorer window is now bigger for improved readability.

  • The issue with the 'LOOKUP' function for Infobridge query measures has been fixed.

You can refer to to learn more about the default roles and their associated permissions.

supports a wide range of cloud-based and on-premises databases, including Fabric Warehouse, Fabric SQL, Azure SQL, Snowflake, Amazon Redshift, BigQuery, Databricks, and PostgreSQL. The data tables from these destinations can now be imported into Infobridge via EDITable for real-time and connected planning.

The 'Forecast' tab now has an input rules menu where users can set up locking rules, the minimum and maximum values users can enter, and the distribution method for forecast measures and columns. To know more, click .

this page
EDITable
here
Default user roles
Add custom policy
Input rules for Data Input and Forecast
Locking rule
Min-max rule
Distribution rule
Data streamer in Global settings
Creating Analytics+ charts with data streamer
High performance mode
OneLake as data source
Lookup from Infobridge
Input rules for forecast measures
Enhanced audit log
Filter child jobs
simple and detailed views
Manage permissions for starred comments