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    • 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
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    • 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
  • Overview
  • 1. Trend
  • 2. Performance
  • i) 2-value bullet charts
  • ii) 3-value bullet charts
  • iii) Clustered bars
  • 3. Distribution
  • i) Stacked charts
  • ii) Waterfall charts
  • iii) Progress bars
  • 4. Magnitude
  • i) Bar charts
  • ii) Pin charts
  • iii) Data bars
  • 5. Changes/deviation
  • 6. Comparison
  • i) Bar charts
  • ii) Pin charts
  • 7. KPI cards
  • 8. Blend columns/KPIs

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  1. Working with Inforiver
  2. 2. Displaying information

Basic inline charts

PreviousInsert blank rowsNext3. Basic interactions

Last updated 2 years ago

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With Inforiver, you can deliver a range of charts and visualizations in your matrix reports in a single click. The available chart options are shown in the below image.

Overview

  1. Trend - Incorporate sparklines, spark columns, and their variants such as the win-loss trend to capture performance over time

  2. Performance - Utilize different types of bullet charts, including the normalized bullet visualization (proposed by International Business Communication Standards)

  3. Distribution - Highlight distribution across categories using stacked charts and waterfall visualizations

  4. Magnitude - Deliver bar, lollipop & pin charts, and data bars for highlighting the magnitude and significance

  5. Changes/deviation - Track changes over time or with respect to benchmark by using dot plot, arrow plot, dumbbell plot & range plot charts

  6. Comparison - Compare multiple measures and visualize absolute and relative variances using colored bar & lollipop/pin charts

  7. KPI cards - Insert KPI cards in a single click using the available presets; cards can be customized further

  8. Blend columns/KPIs - Blend two measures in a single column along with formatting, including conditional formatting

1. Trend

You can insert sparklines and their variants in a single click for visualizing data across time periods. There are 9 variants available in Inforiver.

In the below example, we have 12 months of data across regions and categories.

a) Click on the 'Sparkline' icon highlighted and choose the 'Column sparkline'.

b) The spark column appears incorporating data for all the months. You can see the minimum and maximum values for each row in red and green.

2. Performance

Inforiver provides 2 and 3-value bullet charts and a clustered bar for visualizing performance.

i) 2-value bullet charts

In this example, we have 2022 Actuals and Plan across regions and categories.

a) Select the 2 measures and click on the 'Bullet' icon and select the 'Integrated variance bar' as highlighted.

b) The bullet chart gets inserted showing a comparison of the two measures. The variance between actuals and plan is shown in red/green.

ii) 3-value bullet charts

a) To enable the 3-value bullets, add one more measure as shown below. We'll choose the 'Bullet with marker' as highlighted.

iii) Clustered bars

The clustered bar is applicable only when using one of these 4 bullet variants - Stephen Few's Qualitative bullet, Qualitative bullet with marker, Comparative bullet, and Bullet with marker.

a) Click on 'Series display' in the 'Customize' tab. Change the 'Additional target' to 'Bar' instead of 'Line'.

In the popup screen, enable 'Clustered bar'.

b) The clustered bar gets applied.

3. Distribution

i) Stacked charts

In this example, we have 2022 actuals across regions. Let's use a stacked chart to see the composition based on subcategories for the regions.

a) Select all the subcategory columns and click on the 'Bullet' icon. There are 2 options - A stacked bar and a percentage stacked bar.

b) Select the percentage stacked bar. The chart gets added.

c) Let's hide the subcategory columns. In the toolbar, click on the 'Manage columns' toolbar. Uncheck the highlighted measure - 2022 Actuals.

ii) Waterfall charts

Let's visualize the contribution of the subcategories to the total margin.

a) Select the 'Margin' column and click on the 'Waterfall' icon. There are 3 options - we'll choose the colored waterfall.

b) You can see that the highest positive and negative contributions are from Lamps and Refrigerators respectively.

iii) Progress bars

a) To visualize the contribution of each category and subcategory to the total sales using the progress bar, click on the 'Quick formula' dropdown in the 'Insert' tab.

b) Select the '% Contribution to Grand Total' option. In the side panel, check 'Enable bar chart' and click 'Create'.

c) The progress bar gets added. You also have options to customize the display. You can choose to display only the percentage, value, or both. The bar color can also be changed.

4. Magnitude

i) Bar charts

Let's insert a solid bar chart for sales.

a) Select the column and click on the highlighted icon.

b) The bar chart gets added. There are a number of customization options such as fill pattern, comparison bands, and axis config.

c) Let's apply comparison bands. Click on the 'Comparison bands' icon. A popup screen opens. You can customize the number of bands, and colors, and define bands based on percentage or value. We'll go with the default. Click 'Save'. The bands get applied.

ii) Pin charts

To visualize Margin%, let's use the pin chart.

a) Click on the column and then the icon highlighted.

b) The 'Simple pin' chart gets inserted.

iii) Data bars

Let us add data bars for the total customers column.

a) In the 'Conditional formatting' dropdown, select 'Data bars' and choose a color. If you would like to use a different color, you can still choose one of them. This selection can be customized in the next step.

b) On selecting a color, the data bars appear and you can also see a side panel. Here you can apply customizations such as applying data bars based on a different measure, applying to totals, and so on.

5. Changes/deviation

In this example, let's visualize the pay gap between men and women in UK and US.

a) Select the two measures - average salary of men and women. Click on the 'Bullet' icon and select the 'Dot plot' icon highlighted.

b) The dot plot gets inserted.

c) Let's hide the salary columns and resize the dot plot.

You can insert an axis for easy comprehension. In the 'Customize' tab, click on the 'Show axis' option.

6. Comparison

In this example, let's compare current sales and prior year sales.

a) Assign 2022 Actuals to 'Values (AC)' and 2021 Actuals to 'Compare to prior period (PY)'.

b) In the 'Home' tab, click on the 'Manage columns' dropdown. You can see 2 new columns created automatically - (2022 Actuals - 2021 Actuals) and (2022 Actuals - 2021 Actuals)%. Click on the checkboxes to enable these columns.

Let us now add the bar and pin charts for the absolute and relative variances respectively.

i) Bar charts

a) Select the variance column and click on the 'Bar' chart icon. Select the 'Colored bar'.

b) The bar chart gets inserted. Note that the positive variances are highlighted in green and the negative variances in red. For the cases where the reverse is true, 'Invert colored bar' can be used.

ii) Pin charts

To visualize (2022 Actuals - 2021 Actuals)%, let's use the pin chart.

a) Click on the column and then the icon highlighted.

b) The 'Bar colored pin' chart gets inserted.

7. KPI cards

Inforiver provides a number of KPI card presets which can be customized as required. You can also create KPI cards from scratch.

Let's insert a KPI card in this report.

a) Hover over the header and click on the '6 dots' icon. Click on 'Edit'.

b) The 'Header & footer' tab opens up as shown below. Click on the 'Settings' icon as highlighted.

c) Click on 'Type' and select 'KPI'.

d) You can see a warning message that says the text will be cleared. Click 'Proceed'.

e) A simple KPI card gets inserted. Let us see how to insert a preset.

f) Click on 'KPI presets'. The KPI preset panel opens up. Go to the 'Combo' tab and select the preset highlighted below.

g) Click 'Proceed'.

h) The selected KPI preset gets applied. Let's now edit the KPI card to display the variances as desired. Close the side panel.

i) Since the KPI card occupies the entire header, let's split the container. Click on the '+' sign.

j) You can now resize the KPI card to the desired size by dragging the handle at the right border of the KPI card.

k) Ideally, 2022 Actuals should be displayed on the top followed by 2022 Plan and 2021 Actuals and their variances. Click on the KPI card and the 'Data selection' icon highlighted.

l) The matrix is no longer greyed out. Select the grand total cells in the order shown in the below image by using Shift+Click. The KPI card gets updated.

m) Click on 'Close editor' as highlighted.

n) The KPI card is shown below.

8. Blend columns/KPIs

Let's blend the Sales and Margin% columns in a single column.

a) In the 'Insert' tab, click on the 'Blend' option in the 'Column' section. A blank measure gets inserted and the 'Blend measure' side panel opens.

Enter the title and select the measures as shown from the dropdown. Click 'Create'.

b) The columns are blended to create a single column. Note that Margin % is displayed below Sales. This is because we have used the default 'Vertical' as 'Blend direction'.

c) If you want to display in a horizontal orientation, change the 'Blend direction' to 'Horizontal'.

In this section, only the basics of charts will be covered. For advanced customizations, visit .

In the toolbar, you can see the 'Customize' tab which gets enabled. We'll cover these toolbar options in the section.

In the toolbar, you can see the 'Customize' tab which gets enabled. We'll cover these toolbar options in the section.

b) This type of bullet chart also displays the comparison band. The legend is highlighted below. These options can be customized from the toolbar and are covered in the section.

In the toolbar, you can see the 'Customize' tab which gets enabled. We'll cover these toolbar options in the section.

d) Select the column with the chart and drag using the arrow next to the column header to resize. There are a number of customization options available, which are covered in the section.

Learn more about .

Learn more about using Inforiver.

There are several customization options available for the charts and visualizations which will be covered in .

In the next section, we'll be covering the .

working with charts
sparkline charts
stacked charts
waterfall charts
hierarchical variance analysis
working with charts
basic interactions
2-value bullet charts
3-value bullet charts
clustered bar
40+ charts and visualizations
Sparkline and its variants
Sparkline customization options
Bullet chart variants
Bullet chart customization options
3-value bullet variants
Bullet with marker
Enabling clustered bar
Clustered bar
Stacked chart options
Percentage stacked bar
Hide subcategory columns
Resize the chart
Waterfall chart options
Waterfall chart to visualize margin contribution
Inserting contribution %
Enabling bar chart
Progress bar
Simple bar chart
Simple bar chart
Adding a comparison band
Pin chart
Simple pin chart added
Data bar
Data bar customizations
Chart options for visualizing changes/deviation
Dot plot
Show axis
Assigning AC and PY
Variance and variance % columns
Inserting colored bar for variance
Variance using bar chart
Inserting bar colored pin for variance%
Variance% using pin chart
Editing header
Header footer customization screen
Choosing the 'KPI' option
Warning message
Simple KPI card
KPI presets
Warning message
KPI preset gets inserted
Splitting container
Resize KPI card
Selecting data to display in KPI card
Selecting data to display in KPI cards
Closing the editor
KPI card inserted
Blend measures side panel
Blend measures vertically
Blend measures horizontally