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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
  • 1. Setup Inforiver with PowerBI deployment pipelines
  • 2. Detach the visual
  • 3. Pipeline recovery config
  • 4. Pipeline deployment recovery workflow
  • Writeback Configuration with Pipeline Recover
  • Data Input with Pipeline Deployment

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  1. Working with Inforiver
  2. 15. Managing Inforiver Writeback Matrix visuals

Inforiver deployments in Power BI pipeline setup

Inforiver deployments using Power BI deployment pipelines

Previous15. Managing Inforiver Writeback Matrix visualsNextDuplicating Writeback Matrix Visuals - Best Practices

Last updated 2 months ago

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Let's explore how Inforiver visuals can be deployed using PowerBI deployment pipelines.

Overview

PowerBI Deployment pipelines enable creators to develop and test Power BI content in the Power BI service before the content is made available for consumption by users. The tool is designed as a pipeline with multiple stages, for example, development, test, QA, and production. .

You can follow the steps outlined in section 1 to

Each time you deploy a report from a lower environment to a higher environment (E.g., development to test), the Inforiver visual ID that is assigned to the visual in the lower environment gets assigned to the higher environment. As a result, the Writeback Matrix data and settings such as custom columns, comments, and writeback configurations from lower stages get mapped to the visual in the higher stage.

To prevent consumers from using the visual with the lower environment’s visual ID, we need to follow additional steps to and for which are outlined in sections 2 and 3.

1. Setup Inforiver with PowerBI deployment pipelines

  1. Assign workspaces to each stage i.e. the Development/Test/Production stages of the deployment pipeline. .

  1. Create a report that uses Inforiver visuals. Publish it to the workspace mapped to the first(development) stage of the pipeline. For this demonstration, we have created a report titled 'PD_Dec19_2023' under the 'Inforiver - Pipeline - Dev' workspace.

  1. Review the items that are being deployed and click on the Deploy button.

  1. After the deployment is complete, you will be able to see the report in the next stage, in this case, the Inforiver - Pipeline - Test workspace.

2. Detach the visual

When a visual is deployed for the first time in an environment, we need to follow the steps outlined to create a new visual ID. Please note that these steps need to be done only when the visual is deployed for the first time.

  1. After the deployment is complete, open the report from the target environment, in this case, the Inforiver - Pipeline - Test workspace. A notification is generated, indicating that the visual is a duplicate.

  1. Switch to edit mode and sign in. After signing in, there will be a yellow icon on the top right indicating that the report is a duplicate of the report in the development environment.

  1. Click on Report Details under the user profile. This will open the report details pane.

  1. Click on the Create button to detach this visual and create a new visual ID. A dialog box will pop up.

  1. The dialog box gives two options to populate data input values in the visual:

  • To copy values from the lower environment to the higher environment, select the "Yes, I do" option.

  • To fill in new values, select the "No, I will start with blank cell values" option.

Tick the confirmation checkbox and click on the Proceed button to save the report.

  1. Save the visual to commit the changes.

  1. Repeat these steps when deploying a report to an environment for the first time.

3. Pipeline recovery config

This section outlines the steps to set up a pipeline recovery configuration. This is a one-time setup that is required for Inforiver to detect pipeline deployments. Pipeline recovery must be configured for every report that is deployed.

  1. Click on Pipeline Recovery Config from the user profile menu. This will navigate to the configuration URL.

2. Click on the Add Pipeline button or link in the pipeline recovery webpage.

3. Enter the configuration details:

  • Pipeline Name: User-defined name to identify the pipeline recovery config for a particular report.

  • Stage: User-defined name to identify the stage in the deployment pipeline. Each stage defined in the recovery config should correspond to a stage in the Power BI deployment pipeline.

  • Visual ID: Unique Inforiver visual ID.

4. Get the visual IDs for the reports in lower and higher environments from the user profile menu.

  1. After completing the configurations, click on Save.

  1. In this example, we are deploying from Dev to Test, so we have created two stages. Click on the Add Stage button to configure additional stages like QA and Prod.

4. Pipeline deployment recovery workflow

After deploying a report, when you open the report in a higher environment, you will see a popup saying "Pipeline Deployment Detected". Please note that Inforiver will detect deployments only if the visual has been detached(step 2) and pipeline recovery(step 3) has been configured.

Open the report in edit mode to complete pipeline recovery. You will see a notification for successful pipeline recovery after switching to edit mode.

Writeback Configuration with Pipeline Recover

  • When a report is deployed to a higher environment for the first time, on recovery, the writeback settings are not passed on from the lower to the higher environment. The user is expected to configure separate writeback destinations for the higher stage. This is a one-time setup after the initial deployment of the report.

  • Once the configuration is done, it is recovered through the pipeline recovery workflow after each deployment.

Data Input with Pipeline Deployment

  • After Pipeline deployment, upon recovery, the data input columns in the visuals in both the lower and the higher environments are compared. The visual in the higher environment is then synced with its lower environment counterpart by the creation/renaming/deletion of the data inputs that are not identical.

  • Please note that if a data input field is renamed, the values are retained as is - values in the higher environment will not be overwritten. For Date input columns, the values are also updated.

Navigate to the Deployment Pipelines tab, and select the required pipeline. Select the report to be deployed to the test environment.

Learn more about deploying reports.
Read more on PowerBI Deployment Pipelines
Learn more about assigning workspaces
deploy Inforiver visuals with Power BI deployment pipelines.
detach the visual
pipeline recovery
Assign workspaces
Select items for deployment
Start deployment