Chart toolbar

The chart ribbon is divided into 7 sections based on the functionality provided. Let’s explore each of them.

1. Visualization

Chart type: Switch between chart types and choose from Inforiver's vast library of diverse charts. Learn more about chart discoverability and selection.

Rotate: Change the orientation (horizontal to vertical or vice versa) of the chart by clicking on the button.

Changing the chart type and orientation

2. Category

In small multiples mode, you can customize the trellis layout. Click on the dropdown icon to apply a layout.

Changing the layout

If you need to apply detailed customizations, like configuring the number of rows and columns or setting a specific panel size, click the Trellis button to open the layout settings side pane. Learn more about Trellis customizations.

Trellis layout settings

3. Measure

Series: Click on this button to open the measure series configuration window. You can set the chart type for each measure and control which y-axis the measure is plotted on. Learn more about series configurations.

Measure series configuration

Split: When your reports have multiple non-comparative measures, you can display each measure in a separate panel by clicking on the split button. Learn more about splitting and grouping measures.

Split measures

You can also group measures by clicking on the dropdown icon. In this case, we have 2024 Actuals + Plan, 2023 Actuals + Plan, and 2022 Actuals + Plan and overall Actuals + Plan. You can group the 8 measures into 4 panels based on the year as shown below.

Measure group

4. Data

• Conditional formatting: Highlight your data instantly using Inforiver's built-in conditional formatting options. You can also specify custom conditional formatting rules. Learn more about conditional formatting.

• Sorting: Apply nested sorting or custom excel-like sorting. Learn more about sorting options.

• Ranking: Rank your data by applying TopN rules. When hierarchical datasets are involved, you can apply nested ranking. Learn more about ranking.

Formatting, sorting and ranking

• Filter: After assigning visual measures and dimensions, instead of using Power BI filters, you can apply filters on your data from within the Analytics+ visual. Click the filter icon at the top-right corner to view applied filters.

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  Filter
• Formula: You can create visual-level measures within the Analytics+ visual, without having to modify your data source. Click on the formula button to open the Calculated Measure side pane.

• Type the '#' key to open the suggestions window and select measures.

• Click the icon to maximize the formula editor. The maximized view is useful for entering large, complex formulae.
• Calculated measures can also be created from the Pivot data window.

Create a new measure

The new measure can then be assigned to the Actual or Comparison buckets and plotted like measures from the data source. Click on theicon from the pivot data window to modify the formula.

Calculated measure created and plotted

5. Display

Analytics+ enables you to customize data labels. You can regulate the number of labels displayed with options like First + Last or Min + Max. You can also customize the font size, style, offset, color, and background color. Learn more about customizing data labels.

Data label customizations

6. Story

Leverage the built-in Analytics, Annotation, and Deviation features to create charts that tell compelling stories.

Analytics: Add trend lines, reference bands, or total/average bars to illustrate trends, correlations, or patterns in the data. Learn more about analytics.

Annotation: Provide supplementary information about specific data points or add a report summary. Learn more about annotations.

Deviation: Customize the deviation between individual data points with options like First to Last/ Min to Max or even create a custom deviation. Learn more about adding deviation lines.

Adding analytics, annotations and deviation

7. Actions

The actions section provides single-click options like

• Display KPI metrics

• View shortcut keys and search for features

• Apply themes

• Navigate to legend settings

• Reset all configurations to default settings

• Open display settings.

Actions section of the toolbar

Click on the magnifying glass icon to view the keyboard shortcuts. You can use the search bar to locate a particular feature/option.

Search for a feature or view keyboard shortcuts

8. Exporting reports

Analytics+ has been designed to generate fully formatted, high-resolution PDF extracts.

PDF export

The PDF export option is enabled in the service only. Exports are not supported on the desktop.

Sample PDF extract

9. Backup and restore

Analytics+ supports extensive customizations for every element. It also allows you to take a backup of the visual configuration and apply the same config to other visuals. You can import/export the visual configuration as a JSON file. The JSON file can be saved to your local system and shared with other users as well. Learn more about backup and restore.

You can copy the JSON config to the clipboard or export it as a file.

Exporting the config