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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
  • 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
  • Leveraging Power BI bookmarks
  • Performance Optimization Options in Inforiver
  • Video tutorials
  • Resources
  • Release Notes
    • Inforiver Writeback Matrix May 2025 - v4.4.5
    • Inforiver Writeback Matrix May 2025 - v4.5 - Audit redesign, Writeback optimizations, and more
    • 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. Export to PDF
  • 1.1. Page Setup
  • 1.2. Exporting
  • 2. Export to Excel
  • 2.1. Page Setup
  • 2.2. Exporting
  • 2.3. Fully expanded
  • 2.4. With Expand/Collapse
  • 2.3. Current state
  • 3. Copy to clipboard

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  1. Working with Inforiver
  2. 10. Exporting reports

Export to PDF & Excel

Previous10. Exporting reportsNextExcel export - operational boundaries

Last updated 17 days ago

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Inforiver allows you to export the table/matrix as either PDF or Excel. The industry-leading export capability delivers the following:

  • Export with formatting, category or value structure and notes ​

  • Export table/matrix along with scaled number formatting​

  • Export calculated rows, columns, and edited cells​

  • ​End-users in the Reading view can customize export options​​

  • ​Export to Excel with Expand/Collapse capability

  • Export to multiple Excel worksheets based on category ​

  • ​Pagination & page-break support for Export to PDF

You can find the export option in the toolbar's 'Export' tab. There are two sections: 'Export to PDF' and 'Export to Excel'. Let's look at them one by one.

1. Export to PDF

The first step in exporting as a PDF file is to configure the page setup.

1.1. Page Setup

The page setup section provides options to customize the content order, page size, orientation, margin, font, image/logo and comment settings, etc. Click on Page Setup. A side panel opens as shown.

  • Content Order: When the number of rows/columns doesn't fit on a single page, you can define the order in which the rows/columns are exported using the 'Content order' option.

Let's consider the below example. Based on the page scaling, only 8 columns and 20 rows can be accommodated on a single page.

When the 'Row first' option is chosen, the remaining rows for the first 8 columns are displayed on the second page. The third and fourth-page contents are highlighted in the image.

When the 'Column first' option is chosen, the remaining columns for the first 20 rows are displayed on the second page. The third and fourth-page contents are highlighted in the image.

  • Page size: Select the 'Page size' from the drop-down - Available sizes are Letter, A3, A4, A5, Tabloid, and Legal.

  • Orientation: Select either Landscape or Portrait as page orientation.

  • Scaling: Scale the page manually by percentages or automatically scale to fit all columns in a single page using this option.

  • Margin: Apply a narrow, normal, or wide margin as per your requirement.

  • Font: Select a font style from the available options in the dropdown. Custom fonts can also be used when exporting.

If the data is customized with different fonts, the font selected in this Settings panel will be used for PDF export.

  • Show header and footer: You can show the header and footer either only on the first page or on every page.

  • Add image/logo to the first page: You can create a cover page for your report using this toggle. Select a custom image to use as the cover page.

  • Use as background image: If you want the image to fill the entire cover page, select this checkbox.

  • Margin and alignment: The logo can also be aligned using the margin settings as well as the horizontal and vertical alignment options, instead of filling the entire cover page.

  • Include comment replies: You can capture comments and replies in the fully formatted PDF exports. Check the 'Include comment replies' to export the replies in the comments column.

After exporting the report to a PDF, you will be able to see formatted comments and replies in the file.

  • Include comments in last page: In addition to displaying the comments on the respective pages, you can also choose to include all added comments (and replies, if enabled) on the last page of your exported PDF.

  • Include author name and date in comments: Select this option to include the comment authors' name, as well as the commented date and time.

  • Include Filter Info: When you select this checkbox, the exported PDF will include information about the filter contexts in the report.

  • Include footnotes: You can select this option to export the footnotes along with the table/matrix.

  • Include Global/Locale variable: Select this option to include global and local variables in the exported PDF.

  • Compress PDF: You can export PDFs with a maximum file size of 10 MB. This option allows you to compress your PDF export.

  • Decimal Precision: Set a custom decimal precision for the export.

  • Word Wrap: The 'Word Wrap' options are specifically intended for reports that are formatted using table functions.

The 'Precise' option enables word wrapping, ensuring that overflowing rows are wrapped onto the next line and fully visible in the PDF export. In contrast, the 'Auto' option does not apply word wrapping, which may result in truncated data. The highlighted text in the screenshots depicts the difference between Auto and Precise word wrapping.

  • Footnote position: You can set the footnote position as,

Last Page: Footnotes get printed on the last page.

Dynamic: Based on the available space, footnotes get printed either on the same page where they are added or on the last page.

Finally, click Update to save your page setup preferences, or click on 'Reset' to reset all your selections to defaults.

1.2. Exporting

Once the page setup is complete, you need to choose whether the entire matrix needs to be exported or just selected columns.

Entire matrix

  1. You can export all the rows and columns by clicking Entire Matrix.

  2. Click on PDF Report to export the file in PDF format.

  1. A pop-up appears as shown. The PDF file can be either saved to the computer or sent by email. To save the document, choose Save to Computer and then click on the Click to export option.

  1. Click Download to confirm.

  1. The entire matrix gets exported as shown.

Selected columns

If you need to export only selected columns of your report, click Selected Columns, as highlighted in the image below.

The selected columns are downloaded as shown.

Export to PDF does not support image columns. It does allow chart exports.

Exporting PDF with charts

2. Export to Excel

2.1. Page Setup

In the Page Setup menu, only the Excel Settings section is applicable for export to Excel.

  • Freeze Header: Select this check box to freeze the header in the exported Excel.

  • Freeze Label Column: Select this check box to freeze the column labels in the exported Excel.

  • Add appendix at last sheet: Select this checkbox to include the formula appendix at the end of the exported Excel report.

2.2. Exporting

You can export your report as an Excel file by clicking on the Export Report dropdown as shown in the below image.

When there are row/column hierarchies, there are three ways to export: 'Fully Expanded', 'With Expand/Collapse', and 'Current State'. You also have the option to customize header settings.

Let's look at the options one by one.

2.3. Fully expanded

You can export the visual with all rows fully expanded by choosing the Fully Expanded option. In the Inforiver visual, you can see that 'East' and Pacific -> Beverages are collapsed.

In the exported Excel, you can see that 'East' and Pacific -> Beverages are fully expanded.

2.4. With Expand/Collapse

Select this option to export as Excel with expandable and collapsible row hierarchies.

The exported Excel displays the same expand/collapse state as in the report and includes the expand/collapse buttons.

Export to Excel retains the expand/collapse state only for row hierarchy and not for column hierarchy.

2.3. Current state

To export the current expand/collapse state without an option to expand/collapse in the Excel file, you can select the 'Current state' option.

The downloaded Excel shows the same expand/collapse state as in the report.

Export to Excel does not support images and charts. Only basic icons that are available in excel, rating, and data bars are supported.

3. Copy to clipboard

You can copy the data from your Inforiver visual including the calculated row, columns, edits, and notes (if there are any). The copied data can be easily pasted into an Excel sheet.

The keyboard shortcut for the copy to clipboard option is 'Ctrl+C+L'

The above data has been copied and pasted in an Excel sheet and it gets displayed as shown in the below image.

Resources

Excel Settings: These are the options available when exporting to Excel. They are explained .

Another way to share reports is by sending ad-hoc emails. To learn more, refer to .

Send to email
Formatted Export to PDF in Power BI
Formatted Export to Excel/Spreadsheets in Power BI
here
Export options
Page Setup
Row-first export
Column-first export
Logo as the Cover image
Use as background image for PDF extracts
Margin and alignment of logo
Report that has comments and replies
Comments and replies
Comments included in the last page of the exported PDF
Include author's name and date in comments
Filter context
Footnotes and variables included
Word wrap options
Auto word wrap
Precise word wrap
Export entire matrix PDF
Click to export and save to computer
Click 'Download'
Exported PDF - entire matrix
Export selected columns
Exported PDF - Selected columns
Exported PDF with charts
Excel Settings
After freezing header and column labels
Exporting options
Fully expanded option
Fully expanded excel report
With expand/collapse option
Excel report with expand/collapse
Current state option
Current state report
Copy to clipboard
Pasted data in Excel