Working with Inforiver

This guide for Inforiver Matrix and Enterprise 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 page.

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 build your first Inforiver report section.

2. Displaying information - The report interface, layout options, templates, basic formatting and basic inline charts are covered in the displaying information 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 basic interactions.

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 adding business logic and formulae section.

5. Conditional formatting - The conditional formatting 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 working with charts.

7. Planning, budgeting & forecasting - What-if analysis & simulations, scenarios, budgeting, allocations, set versions and snapshots are covered in planning, budgeting & forecasting.

8. Paginated reporting - The paginated reporting 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 commenting & collaboration section covers adding notes, annotations & comments, using @mentions, replies, email notifications, comment digest and more.

10. Exporting reports - The exporting reports section covers export to Excel and PDF and ad-hoc emails.

11. Scheduling reports - The scheduling reports section covers report bursting and scheduling to emails and shared drives.

12. Data writeback - The data writeback 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 first section.

Last updated