Working with Inforiver
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Reporting & Writeback Matrix Docs
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This guide for Inforiver Reporting Matrix and Writeback Matrix is intended for users across departments and functions who are looking to leverage Power BI for enhanced data exploration, visualizations, analysis, visual calculations, what-if simulations, budgeting and more. To know more about the use cases supported by Inforiver, refer to this .
While this guide can be used as a quick reference for specific features, it is also structured as an end-to-end self-paced Inforiver training. The guide is organized as follows.
1. Build your first Inforiver report - Adding the visual, configuring the initial report layout using the launch wizard and mapping the data are covered in the section.
2. Displaying information - The report interface, layout options, templates, basic formatting and basic inline charts are covered in the section.
3. Basic interactions - Basic interactions such as explorer, Top N ranking, search & filter, sorting, managing column widths, managing hierarchies, and grouping rows and columns, are covered in .
4. Adding business logic and formulae - Inserting calculated and manual input rows/columns, quick formulas, and a list of formulae available in Inforiver are covered in the section.
5. Conditional formatting - The section covers various options such as quick rules, color scales, conditional formatting based on nested if conditions, segmentation, Top N ranking and more.
6. Working with charts - The charts and visualizations have a number of customization options such as reference bands and lines, scaling, comparison bands etc. which are covered in .
7. Planning, budgeting & forecasting - What-if analysis & simulations, scenarios, budgeting, allocations, set versions and snapshots are covered in .
8. Paginated reporting - The section covers options such as pagination, header & footer, and report layouts which allow you to build highly formatted & interactive paginated reports.
9. Commenting & collaboration - The section covers adding notes, annotations & comments, using @mentions, replies, email notifications, comment digest and more.
10. Exporting reports - The section covers export to Excel and PDF and ad-hoc emails.
11. Scheduling reports - The section covers report bursting and scheduling to emails and shared drives.
12. Data writeback - The section covers configuring writeback destinations, writeback to different databases, shared drives and URL destinations, writeback logs and more.
To start building your first Inforiver report, refer to the .