18. Variables
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Reporting & Writeback Matrix Docs
Last updated
Analysts are often faced with the challenging task of navigating large datasets that span across multiple dimension categories and time frames - this is where Inforiver variables can save the day. Variables offer a range of options to efficiently traverse your datasets, apply filters, and even run ad-hoc scripts. Variables are graphical controls like buttons, checkboxes, or steppers that can accept user input to perform actions like setting a filter or changing the layout.
See how variables can make report navigation and editing easier without creating Inforiver filters or manually editing the header or visual measures.
Let's take a deep dive into Inforiver variables.
STEP 1: You can create variable controls in your reports by clicking the Variables button in the Insert ribbon.
STEP 2: Click the Add Variable button in the Define Variables window. You'll need to specify the
Label: Set a name to identify the variable.
Type: Choose the type of variable: numeric, options, text, button, boolean, date range, etc.
Value: Set a default value for the variable.
STEP 4: You can display variables in a side panel. Check the Include in Variables Panel option if you want to expose the variable in the Variables panel. You can also provide a description of the variable's function.
After you create variables, the variables side pane is displayed from where users can input values for calculations, apply filters, and trigger scripts.
You can create a calculated measure that references the value set in a variable. Each variable has a Technical Name that can be referenced in formulas.
In this example, the calculated measure, Tax will change based on the toggle variable.
STEP 3: Click the edit icon to customize the variable. We'll cover the various options in detail in subsequent sections.
