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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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  • 1. Full
  • 2. Minimal
  • 3. Minimal with tabs
  • 4. Reading view preview
  • 5. Unpin toolbar
  • 6. Allowed user controls
  • 7. Quick access

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

Toolbar options

PreviousRailsNextKeyboard shortcuts

Last updated 18 days ago

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Inforiver supports minimal toolbar options for a better user experience in the small screen mode. You can also allow/restrict toolbar options to report viewers and a preview of the reading mode toolbar can be seen right from the edit mode. The available options are shown in the below image.

1. Full

The 'Full' option shows the full view of the toolbar covering all the features under the 'Home', 'Insert', 'Design' and 'Export' tabs.

By default, all reports display the full view of the toolbar as shown below.

2. Minimal

The 'Minimal' option shows the minimal view of the toolbar with options such as Layout, Top N, Auto fit, Row height, Notes, Export and many more as shown in the below image.

3. Minimal with tabs

The 'Minimal with tabs' option shows the tabs and the minimal toolbar as shown in the below image.

4. Reading view preview

Click on the 'Reading view preview' option as shown.

This will give you a preview of how the report will look in the reading view.

To switch back to the editing mode, click on the 'Show edit mode' option from the toolbar options.

5. Unpin toolbar

You can detach the toolbar and view the report in full screen using the 'Unpin toolbar' option.

The unpinned toolbar is shown below.

You can pin it back by clicking the icon highlighted in the below image.

6. Allowed user controls

You can customize the toolbar options that are available for the report consumers in reading mode of Power BI service.

Click on the 'Allowed user controls' option from the drop-down.

You can see the 'Allowed user controls' modal.

In this modal you can enable/disable the following options:

1. Toolbar

Using this option you can specify how you want the toolbar to be displayed in reading view mode.

  • Auto - This option displays your current toolbar in the reading view mode

2. Home tab

Enabling this option will display the 'Home' tab in the toolbar if the report is in reading view mode. Click on the caret icon to the right of the 'Home' tab to expand it. This will display additional sub-options.

You can enable/disable the following options to show/hide in the toolbar under the 'Home' tab.

3. Insert tab

Toolbar items in the Insert tab, such as Data input, Simulations, Aggregations, Forecasts, Scenarios, etc, can be leveraged in reading mode. You can control the features that will be available in the reading view from the Allowed User Controls window.

4. Export tab

Enabling this option will display the 'Export' tab in the toolbar if the report is in reading view mode. Click on the caret icon to the right of the 'Export' tab to expand it. This will display additional sub-options.

You can enable/disable the following options to show/hide in the toolbar under the 'Export' tab.

5. Scenario tab

You can enable/disable the following options to show/hide in the toolbar under the 'Scenario' tab.

6. Writeback tab

You can enable/disable the following options to show/hide in the toolbar under the 'Writeback' tab.

7. Show gripper

Enabling this option will show a gripper and context menu (the menu that displays on the right-click of the mouse) for rows and columns.

In this image, the context menu appears on right-click when the report is in the reading view mode.

8. Show floating toolbar

Inforiver now offers Excel-like floating toolbar in the reading view mode on the selected report elements (row, column, or cell) for improved discoverability of features and improved user experience.

If you enable this option, then on unpinning the toolbar you will get a floating toolbar when the report is in the reading view mode.

When this option is enabled, then on selecting any report element you will find the possible actions and configurations you can perform on that element in the floating toolbar.

9. Reorder row/column

If you enable this option, you can easily drag and drop the rows and columns for easy reordering in reading view mode.

10. Show toast message

Enabling this option will display the toast message in the reading view mode. In the image below, a 'Copied to clipboard' toast message is displayed in the reading mode when the 'Copy to clipboard' option is clicked.

11. Sort on click

If this option is enabled, then clicking on the column header will sort the data in the column in ascending/descending order in the reading view mode.

In the below image, the up arrow on the column header is highlighted indicating that the column is sorted in descending order.

12. Show search

Enabling this option will display the search icon and search bar at the top of the report in the reading view mode.

The 'Show search' option is available only if the 'Toolbar' option is set to 'Off' in the 'Reading view access' modal

13. Visual Zoom

Enabling this option displays the zoom icon in the Reading view, allowing users to zoom in and out of the report for visibility.

14. View All Notes

Report users can view all the notes added to a report in a single, consolidated window. The View All Notes option in the Allowed user controls setting displays the notes side pane by default in the reading view.

You can change the order of the tabs (Home, Insert, Design, Export, Forecast, etc.) in the Reading view. This applies only to the "Full" and "Minimal with Tabs" views because, in other view types, the tabs are not visible. To rearrange the tabs, click the six-dot icon beside the tab you wish to move.

With the above configuration, the Reading view looks as shown below:

15. Show Read View Bookmark

Report viewers may apply formatting/Inforiver filters for data analysis and save their changes using the Power BI bookmarking feature. When the Show read View Bookmark option is enabled in Allowed user controls, in reading view, you will notice a Read view bookmarking toggle.

With this toggle, users can choose whether to retain bookmarks in Reading view. When the toggle is disabled, users can create bookmarks, but changes will not be persisted.

7. Quick access

Using the 'Quick access' option, you can quickly search for specific features and find the shortcut or directly navigate to it.

Select the 'Quick access' option.

The keyboard shortcut for the Quick access option is 'Ctrl+F'

A pop-up opens as shown below. The options are hyperlinked and help you navigate directly to the tool bar tab, side panel or dialog box. Let's click on 'Manage (Columns)'.

The 'Manage columns' side panel opens up as shown in the below image.

If you have to certain toolbar options for your report consumers, you can preview the reading view toolbar right from Power BI Desktop.

Full - This option displays the

Minimal - This option displays the

Minimal with tabs - This option displays the

Off - This option

Enabling this option will display the 'Scenario' tab in the toolbar if the report is in reading view mode. Click on the caret icon to the right of the 'Scenario' tab to expand it. This will display additional sub-options. To learn more about scenarios click .

Enabling this option will display the 'Writeback' tab in the toolbar if the report is in reading view mode. Click on the caret icon to the right of the 'Writeback' tab to expand it. This will display additional sub-options. To learn more about writeback click

.

In the next section, we'll be covering .

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Learn more about using Power BI bookmarks to save your report analysis
Keyboard shortcuts
restricted access
full toolbar
minimal toolbar
minimal toolbar with tabs
unpins the toolbar
Toolbar options
Full view of tollbar
Minimal toolbar
Minimal with tabs
Reading view preview option
Reading view mode
Unpin toolbar
Unpinned toolbar
Allowed user controls options
Allowed user controls modal
Home tab options
Insert tab
Export tab options
Scenario tab options
Writeback tab
Context menu on reading view mode
Show floating toolbar
Reorder row/column option
Show toast message option
Sort on click option
Show search icon option
Visual Zoom
View all notes option
Re-arrange the tabs in Reading view
Reading view with swapped tabs
Show Read- view bookmark
Quick access menu
Manage column via quick access menu