Export to PDF & Excel
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
There are two sections in the Export ribbon: 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, 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 example below. 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.
You can also tailor the page size to match the unique structure of your data. Select the 'Custom' option from the Page size dropdown. You can enter the custom width and height required for your reports.
The images below show the same report extracted with different page size settings.
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.
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.
Export with conditional formatting
You can retain or remove conditional formatting when exporting the report. Select the conditional formatting rules for the report extract.
Notice how the classification text has been removed from the PDF extract.
You may have conditional formatting rules that have been disabled, but you can still include them in the export. For example, the CF rule to highlight negative values in the variance column has been disabled in the report but enabled in export settings.
The Excel export contains the conditional formatting on the variance column, which was turned off in the report.
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.
Excel Settings
These are the options available when exporting to Excel. They are explained here.
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
You can export all the rows and columns by clicking Entire Matrix.
Click on PDF Report to export the file in PDF format.
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.
Click Download to confirm.
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.
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 a formula appendix tab at the end of the exported Excel report, enabling users to easily refer to the underlying formulas used.
2.2. Exporting
You can export your report as an Excel file by clicking on the Export Report dropdown.
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 in Writeback Matrix.
In Reporting Matrix, use the Export Settings button to customize your Excel export.
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.
2.5. 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.
2.6. Header settings
Header content
Inforiver Matrix provides support for exporting header elements such as dates and symbols. From the header settings UI, you can quickly select the lines of the header that you want exported to an Excel file. The Preview section shows how the selected header lines will look in the Excel export.
Show Header & Footer as Image
If your reports use charts or images in the header and footer, Inforiver Matrix enables you to export them as an image to an Excel file. Select the Show Header & Footer as Image checkbox.
Repeat Totals (With Expand/Collapse)
When the split option is enabled for row subtotals and the hierarchy is collapsed in the Excel export, subtotal rows appear blank, which may give the impression that the data was not exported correctly.
Enable the Repeat Totals (With Expand/Collapse) option from Excel Export Settings to display row subtotals in the extract.
Repeat Label
Stepped layouts are widely used in financial reporting. You can choose to repeat the dimension category for each row in the Excel extract by enabling the Repeat Label checkbox in Excel export settings.
The images show Excel exports of the same report with Repeat Labels enabled and disabled.
3. Copy to clipboard
You can copy the data from your Inforiver visual, including calculated rows, columns, edits, and notes (if there are any). The copied data can be easily pasted into an Excel sheet.
The above data has been copied and pasted into an Excel sheet, and it gets displayed as shown.
Another way to share reports is by sending ad-hoc emails. To learn more, refer to Send to email.
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