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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
  • 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
  • Leveraging Power BI bookmarks
  • Performance Optimization Options in Inforiver
  • Video tutorials
  • Resources
  • Release Notes
    • Inforiver Writeback Matrix May 2025 - v4.4.5
    • Inforiver Writeback Matrix May 2025 - v4.5 - Audit redesign, Writeback optimizations, and more
    • 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. Toolbar
  • 2. Footer
  • 3. Selection
  • i) Navigate cells
  • ii) Cells & cell ranges
  • iii) Rows & columns
  • 4. Formatting
  • i) Style formatting
  • ii) Number formatting
  • 5. Layout
  • 6. Templates
  • 7. Analyze
  • 8. Calculate
  • 9. Actions

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  1. Working with Inforiver
  2. 3. Basic interactions
  3. Actions

Keyboard shortcuts

Below are the keyboards shortcuts that you can use to work efficiently with Inforiver.

1. Toolbar

Description
Shortcut

a) To switch to the 'Home' tab

Alt + H

b) To switch to the 'Insert' tab

Alt + I

c) To switch to the 'Export' tab

Alt + E

2. Footer

Description
Shortcut

a) To zoom in on the report

Ctrl + scroll the mouse wheel ↑ or Ctrl + +

b) To zoom out on the report

Ctrl + scroll the mouse wheel ↓ or Ctrl + -

c) To turn on pagination (Based on the number of rows that fit on a page)

Alt + L + 1

d) To turn off pagination

Alt + L + 0

3. Selection

i) Navigate cells

Description
Shortcut

a) To navigate cells

← ↑ → ↓

b) To move to the first/last cell horizontally or vertically

Ctrl+ ← ↑ → ↓

In the case of cell navigation, ← → won't work when a row is selected and ↑ ↓ won't work when a column is selected.

ii) Cells & cell ranges

Description
Shortcut

a) To multi-select adjacent cells and cell ranges

Shift+ ← ↑ → ↓

b) To select cells between two cells

First cell+ Shift+ Last cell

c) To multi-select non-adjacent cells and cell ranges

Ctrl+ select cells

iii) Rows & columns

Description
Shortcut

a) To select the nth row

Alt + R + n

b) To select the nth column

Alt + C + n

c) To multi-select adjacent rows/columns

Select row/column + ← ↑ → ↓

d) To select all the intermediate rows/columns from source to target like Excel

First row/column + Shift+ Last row/column

e) To multi-select non-adjacent rows or columns

Ctrl + select rows/columns

f) To multi-select rows using checkboxes

Alt + M

g) To select all the rows and columns

Ctrl + A

h) Skip rows

Alt +G

4. Formatting

i) Style formatting

Description
Shortcut

a) To bold the selection

Ctrl + B

b) To italicize the selection

Ctrl + I

c) To underline the selection

Ctrl + U

ii) Number formatting

Description
Shortcut

a) To open the 'Quick format' dropdown

Alt + N + 0

b) To apply 'Uniform' scaling

Alt + N + 1

c) To apply 'Measure level' scaling

Alt + N + 2

d) To apply 'Auto' scaling

Alt + N + 3

e) To apply 'Native' scaling

Alt + N + 4

f) To convert selection to percentage

Ctrl + Shift + %

g) To add prefix/suffix

Alt + J

5. Layout

Description
Shortcut

a) To open the 'Layout' dropdown

Alt + B

b) To expand selected row level

Alt + ←

c) To collapse selected row level

Alt + →

6. Templates

Description
Shortcut

a) To open the templates side panel

Alt + T

b) To apply the 'Performance - T01' template

Alt + T + 1

c) To apply the 'Performance - T02' template

Alt + T + 2

d) To apply the 'Performance - T03' template

Alt + T + 3

e) To apply the 'Performance - T04' template

Alt + T + 4

f) To apply the 'Performance - T05' template

Alt + T + 5

g) To apply the 'Grid - Default' template

Alt + T + 6

h) To apply the 'Grid - Spreadsheet' template

Alt + T + 7

i) To apply the 'Financial - Simple' template

Alt + T + 8

j) To apply the 'Financial - Standard' template

Alt + T + 9

7. Analyze

Description
Shortcut

a) To create a new rule

Alt + Y

b) To apply 'Color scale'

Alt + Y + 1

c) To apply 'Classification'

Alt + Y + 2

d) To apply 'Data bars'

Alt + Y + 3

e) To customize totals

Alt + D

f) To apply Top N + Others

Alt + N + R

g) To apply filter

Alt + F + I

Select a column before using the Top N + Others shortcut; else gets applied to the first column in the report.

8. Calculate

Description
Shortcut

a) To open the 'Insert rows' dropdown

Alt + I

b) To open the 'Quick formulas' dropdown

Alt + Z

9. Actions

Description
Shortcut

a) To undo an action

Ctrl + Z

b) To redo an action

Ctrl + Shift + Z

c) To reset all changes

Ctrl + Shift + H

d) To copy a selection

Ctrl + C

e) To copy a selection to a clipboard

Alt + Z

f) To paste a selection

Ctrl + V

g) To open the audit log

Alt + U

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Last updated 1 year ago

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