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Reporting & Writeback Matrix Docs
Reporting & Writeback Matrix Docs
  • Introduction to Inforiver
    • Why Inforiver
    • Get Started
      • Installing Inforiver for yourself
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  • 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
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      • Basic inline charts
    • 3. Basic interactions
      • Explore & filter data
        • Search & Filter
        • Explorer
        • Top N + others
      • Sort & reorder data
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      • Manage column widths
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      • Blend measures
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      • Context menus
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      • Actions
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    • 4. Adding business logic and formulae
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        • Template rows
      • Insert calculated columns
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      • 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
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    • 5. Conditional formatting
      • One-click options
      • Create rule
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        • Color scale & data bars
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      • Manage rules
    • 7. Planning, budgeting & forecasting
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      • Goal Seek
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        • User Access Control
        • Common Scenarios
          • Forecast using a Blank Template
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          • Adding Forecasts for Periods unavailable in the model
          • Creating daily and weekly forecasts
      • Set version
    • 8. Paginated reporting
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    • 10. Exporting reports
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    • 11. Scheduling reports
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    • 12. Data writeback
      • Settings
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        • Advanced Settings
      • Destinations
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      • Logs
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    • 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
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    • 19. Leveraging Power BI bookmarks
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    • Date functions
      • DATEADD
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    • Time intelligence functions
      • AGGREGATE
      • FILTER
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    • Identifiers
      • CLOSEDPERIOD
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      • DESCENDANTS
      • FORECAST.CLOSED_END
      • FORECAST.CLOSED_START
      • FORECAST.OPEN_END
      • FORECAST.OPEN_START
      • GROUP INDEX
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      • MEMBERS
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      • ROW.PARENT
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    • 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. Style options
  • 2. Alignment options
  • 3. Inserting icons in headers
  • 4. Auto-format for column dimensions

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  1. Working with Inforiver
  2. 2. Displaying information
  3. Basic formatting

Cell, header & value formatting

PreviousNumber formattingNextTotals & subtotals

Last updated 1 month ago

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In Inforiver Matrix, you can change the font color, style, size, and text alignment in a cell, or apply formatting effects. These are available in the 'Home' tab of the toolbar in the 'Style' and 'Alignment' sections.

1. Style options

Let's take a quick look at the style section in this video.

a) Font and size

b) Increase/decrease font size

Font size can also be changed by using the Increase/Decrease font size options.

c) Font style

Bold, Italics and Underline styles can be applied.

d) Font/background color

You can use the fill color option to apply background color to an entire column or column or even an individual cell.

And use the font color option to change the foreground color or the font color of the data values, row or column headings, and subheadings.

e) Format painter

You can copy cell formatting using the 'Format painter' option just as in Excel. But Inforiver goes one step further. If you have applied formatting to a specific level like the Subcategory in the below example, you can apply it to all the other subcategories using the 'Apply format to level' option.

f) Borders

Inforiver provides several predefined border styles and they can be applied at a cell/row/column level. If the predefined cell borders do not meet your needs, you can create a custom border by clicking on the 'Custom' option.

To remove custom borders, click on 'Reset' or select the 'No borders' option (the 1st icon).

To remove the predefined borders, click on the 'No borders' option (the 1st icon).

2. Alignment options

Let's take a quick look at the alignment section in this video.

a) Horizontal/vertical alignment

Horizontal alignment can be formatted using Align left, right, and center options. For vertical alignment, the options are Align top, bottom, and middle.

b) Header orientation

Column and measure header orientations can be changed using the highlighted options. This is very helpful when you have a lot of columns in your report.

c) Increase/decrease indent

Use the indentation icon from the toolbar to indent specific values. This feature makes creating financial statements a breeze.

d) Row size

You can increase or decrease row size manually. This is especially useful when inserting inline charts.

e) Word wrap

If your measure headers are very long, you can enable the word wrap option to ensure that the entire header is displayed.

f) Fit Content

You can choose the fit mode that is best suited for your data.

3. Inserting icons in headers

Enhance the visual appeal of your reports with icons and symbols in measures headers, column headers, and inserted rows. You can copy the preferred icon and paste it in the title section.

4. Auto-format for column dimensions

When column hierarchies are involved, Inforiver allows you to select a particular level of the hierarchy by right clicking that level and choosing Select column from the context menu.

This feature comes in handy when you need to apply formatting to a particular level of the hierarchy. We've highlighted Q4 for 2023 in yellow.

For repeating dimensions, the formatting applied for a particular dimension can be automatically cascaded to other dimensions on the same level. For example, the formatting applied to a month or quarter will automatically be applied to the same month/quarter in future years, as and when the data becomes available. Select the Apply format to Qtr 4(the qtr or month will change according to your data) option from the format painter dropdown.

Notice how the formatting is automatically applied to 2024 Q4 when the data is available.

Resources

The default font is which has been specifically designed for use in financial and tabular reports. But you can change to a different font from the dropdown menu and change the default size.

In the next section, we'll see how to handle .

Inforiver Sans
totals & subtotals
Best Fonts for Financial Reporting
Style options in Inforiver
Alignment options - Overview
Style and alignment sections
Apply format to level option
Format applied to level
Applying borders
Header orientation options
Fit to header
Best fit
Inserting icons in headers
Select column option
Format painter - apply to option
Formatting automatically applied to future periods