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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
  • Expert speak
  • Overview
  • General
  • Formula & calculations
  • Planning, budgeting & forecasting
  • Graphical tables
  • Writeback Matrix features

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Video tutorials

Expert speak

Learn how Inforiver can be a smooth transition for Excel users to Power BI

Explore the numerous features in Inforiver that facilitate fast insights

Learn why Andre Fomin thinks Inforiver is in a league of its own

Deliver a financial statement in less than 5 minutes in Power BI, without using DAX

Rapidly deliver complex financial statements with no DAX knowledge

Overview

Deliver flexibility in layout, presentation and formatting for report developers

Deliver a range of charts inside your table/matrix reports in a single click

Enrich your decision-making by using no-code analysis & derivative calculations

Track changes to your report & data, and utilize notes to communicate context

Modern forecasting & dynamic simulation capabilities in a spreadsheet-like interface

General

Reorder and custom sort rows and columns in a few seconds, without resorting to DAX scripting or modelling workarounds

Leverage excel-like layouts such as classic, stepped & outline and show measures on rows or columns

With advanced filtering, filter values in each column as you can do in spreadsheets

Apply semantic formatting, color scales, segmentation, data bars and many more in a few clicks

Identify the most or least important categories using Inforiver's advanced Top/Bottom N + Others feature

Apply intelligent number formatting and scaling to your Power BI table/matrix reports

Edit font color, style, size, and text alignment in a cell, or apply formatting effects

Enhance your data stories with cell, row, column & report-level notes, footnotes & annotations

Manage row & column subtotals & grand totals the way you want in an intuitive & flexible manner

Leverage three types of quick-start business templates, each of which can be customized further

Build highly-formatted, interactive, no-code paginated reports in Power BI

Group specific rows or columns seamlessly in your Power BI table/matrix reports

Focus on relevant data when there are a large number of records using search and filter

Manage row and column hierarchies with options such as expand or collapse to specified levels, descendants and more

Filter rows, columns and measures, sort by name or value and highlight row/column hierarchies using rules or ranges

Experience an interactive, filterable, exportable and comment-enabled audit log to track changes to your report

Export your Power BI table/matrix reports to spreadsheets effortlessly

Inforiver delivers the measure management feature to manage comparative measures easily

Leverage Inforiver to add measures or columns with image URLs & display them as an image in your Power BI reports

Handle ragged hierarchies easily with Inforiver, without having to worry about blank rows

Capture dynamic, context-aware comments.

Formula & calculations

Use the spreadsheet-like formula bar to edit cell value or formula; supports formula references to other cells

Insert static and calculated rows and enter values manually or define formulas using an intuitive excel-like editor

Add custom calculations as columns without having to create new DAX measures or calculated columns in the data table

Insert calculated measures when you have column hierarchies in your reports using Inforiver's advanced formula engine

Utilize the one-click options to insert columns such as % contribution to grand total, running total, ranking within group​

Display +/- signs in the table to indicate revenue or expense accounts and perform aggregations

Planning, budgeting & forecasting

Insert, edit and update values in your tabular reports​ with 50+ inbuilt functions, keywords and references

Allocate budgets and projections based on past performance or value drivers

Perform what-if simulations in Power BI using a graphical simulation slider

Report viewers can perform data input, simulations, 1-click variance analysis, notes, annotations and more

Create rolling forecasts easily by blending actuals and forecasts

Graphical tables

Experience the fastest way to deliver insightful visualizations following IBCS standards

Show the distribution of data within a set of categories or groups with Inforiver's bar charts

Leverage lollipop charts instead of bar charts when there are a lot of categories

Show the breakdown of the total change in a value, such as a financial metric using waterfall charts

Compare the performance of two measures with Inforiver's bullet charts that come with six variants

Utilise six variants of 3-value bullet charts for comparing 3 measures seamlessly

Highlight distribution across categories or composition over time using Inforiver's stacked charts

Incorporate sparklines, spark columns, and their variants such as the win-loss trend to capture performance over time

Compare values across two segments or years using tornado charts

Incorporate multi-value KPI cards as part of your table/matrix reports

Blend two measures in a single column along with formatting, including conditional formatting

Writeback Matrix features

Learn how to writeback budgets, plans, and forecasts, have cell-level conversations & schedule reports

Seamlessly collaborate inside a Power BI report with cell-level commenting and instant notifications to stakeholders

Deliver paginated reports as PDF, Excel, or high-resolution images to Email, OneDrive, Teams and more

Seamlessly writeback your data and comments to databases, OneDrive, SharePoint, Rest API URL destinations

Send ad-hoc, formatted PDF/Excel exports of the report by email to select recipients, including external stakeholders

An ultra-fast, no-code solution for creating single and multi-select dropdown lists

Seamlessly writeback to Fabric Lakehouse, Dataverse, and more

PreviousInforiver Writeback Matrix FAQsNextResources

Last updated 2 months ago

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Visual formulas vs DAX with Marco Russo
Faster reporting and insights with Matt Allington
The best custom visual for Power BI?
Build your first P&L / Income statement in Power BI in less than 5 minutes
Formatting financial statements in Power BI - P&L
No-code reporting
Cutting-edge data visualizations
Advanced data analysis
Data provenance & audit
What-if simulations
Reorder rows and columns
Layout options
Advanced filtering
Conditional formatting
Nested top N + others
Number formatting
Cell & value formatting
Notes & annotations
Totals & subtotals
One-click templates
Pagination
Group rows and columns
Search & filter
Expand/collapse hierarchy
KPI explorer
Audit log
Export to Excel
Comparative measures
Images in columns
Ragged hierarchies
Filter context
Excel-like cell editing
Insert calculated and static rows
Insert calculated column
Insert calculated measure
Quick formula options
Invert signs
Manual data input
Allocations
What-if simulations
Data entry & simulations in reading view
No code rolling forecasts
IBCS visualizations
Bar charts
Lollipop charts
Waterfall charts
Bullet charts for 2 measures
Bullet charts for 3 measures
Stacked charts
Sparkline charts
Tornado charts
KPI cards
Blend column
Overview of Inforiver Writeback Matrix
Collaborative commenting
Schedule, burst & broadcast reports
Data writeback
Ad-hoc emails
Dropdown lists
Writeback to Fabric OneLake/Data Warehouse