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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
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          • Basic consent
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      • Licensing
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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
        • 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)
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        • Review & save subscription
      • Manage your subscriptions
      • Administration
    • 12. Data writeback
      • Settings
        • General Settings
        • Data Settings
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        • Writeback security settings
        • Writeback time-out & batch size settings
        • Advanced Settings
      • Destinations
        • Azure SQL (Managed DB)
        • Azure SQL
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        • Azure Data Lake Storage
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          • Setting up Snowflake OAuth
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        • SAP HANA
        • Oracle
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        • MySQL
        • OneDrive
        • SharePoint
        • Dataverse
        • Fabric Warehouse
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        • Fabric SQL
        • URL as destination
      • 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
        • Number
        • Select
        • Text
        • Date
        • Date range
        • Boolean
        • Button
      • Variable bookmarks
    • 19. Leveraging Power BI bookmarks
  • Admin Console
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  • Display settings
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  • Formula syntax
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      • IF
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    • Math functions
      • ABS
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      • PMT
    • Text formatting functions
      • CONCATENATE
      • HYPERLINK
      • LEFT
      • LOWER
      • MID
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      • TEXT
      • TRIM
      • UPPER
      • VALUE
    • Date functions
      • DATEADD
      • DATEDIFF
      • DAY
      • DATE
      • DATE.SET
      • DATE.FORMAT
      • SOWEEK
      • SOMONTH
      • SOQTR
      • SOYEAR
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      • EOYEAR
      • NETWORKDAYS
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      • ADDMONTHS
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      • FROMEXCELDATE
      • MONTH
      • NOW
      • PERIOD_RANGE
      • TODAY
      • TOEXCELDATE
      • YEAR
    • Time intelligence functions
      • AGGREGATE
      • FILTER
      • COLUMN_PERIOD
      • LASTNDAY
      • LASTNMONTH
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      • LASTNYEAR
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      • MOVINGAVERAGE
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      • MTD
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      • NEXTNMONTH
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      • NEXTNYEAR
      • QTD
      • QTRPERIOD
      • SHIFT
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      • 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. Working with Inforiver
  2. 3. Basic interactions
  3. Context menus

Row gripper

PreviousColumn gripperNextActions

Last updated 2 months ago

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In this section, let's explore the various options in Inforiver to customize rows in your reports.

1. Freeze grand total

If you have set a multi-page layout with scrolling, use this option to ensure the grand total row is fixed to the top of the page.

2. Select category dimension

Select all the categories at a particular hierarchy level using this option. You can apply styling or number formatting to all the selected rows.

- Select descendants

Selects the children under a particular row dimension category.

- Select parent and descendants

Selects all the children as well as the parent row dimension category.

3. Expand/Collapse

4. Insert

You can easily insert rows from the row gripper menu. Let's explore the different types of rows that can be inserted using this option.

a) Formula

b) Data input

c) Add Break Row

Insert break rows to demarcate row categories. You can also apply formatting, such as setting the color for break rows.

d) Empty row

e) Row hierarchy

f) Insert row(s)

5. Actions

The actions section has various formatting and customization options for rows. Let's take a detailed look.

a) Add row break

You can use this option to set pagination based on the category i.e. your report will have one page per category. This option is available in the row gripper for parent nodes only.

We have used the Add Row Break option to create one page corresponding to each category - Technology, Furnishings, and Office Supplies.

b) Hide Icon for level

You can use this option to disable the expand/collapse icon for a particular level of the hierarchy. The hierarchy will always be in an expanded state for that level.

Notice how the expand/collapse icon has been removed for the category level i.e. Furniture, Office Supplies, and Technology.

c) Hide icon and children

This option removes the expand collapse icon and hides all the child rows, retaining only the parent row.

Notice how all the children under the Furniture category have been hidden and the expand/collapse icon has been removed.

d) Hide row

This option can be used to mask rows in the report. Note that hidden rows will still be included in total and sub-total calculations.

The 'Bookcases' row has been masked using this option. Use the Show All Rows option from the row gripper to display the hidden rows.

e) Skip row

The skip rows option can be used when you need to effectively perform a soft delete on a row - the row will be excluded from totals and exports.

Use the Alt + G shortcut to select multiple rows and skip all of them.

The 'Furniture' row and all its children have been removed using the Skip row option and the totals and sub-totals have been adjusted accordingly. This option can be used to skip individual child rows as well.

f) Skip and show row

g) Disable Subtotal

Use this option to remove all the sub-total aggregations for parent nodes in the hierarchy. This option is available in the row gripper for parent nodes only. In the animation below, notice how all the subtotal calculations have been removed using this option.

h) Set Subtotal below

This option will position the parent sub-total rows below the child rows. In the animation below, notice how the subtotal rows have been moved to the bottom, below all the child rows.

i) Hide ruler

8. Ungroup

You can use the row gripper to flatten custom row hierarchies. Notice how the parent Operations group is removed and the child categories are converted into parent categories after ungrouping.

The Remove Group option will delete the parent category i.e. remove the selected level of the hierarchy including all child records.

Inforiver makes it effortless for you to handle large hierarchical datasets. Instead of manually expanding or collapsing each level of the hierarchy, you have various options in the row gripper.

You can create a new row using Inforiver's built-in formulas or write a custom calculation. .

You can insert a row and manually enter data using the static row option.

Financial statements and reports often require options to add white spaces for formatting. Inforiver provides the insert empty row option to achieve this in a single click. .

Use this option to insert a user-defined level into hierarchical data.

You create visual level hierarchies or bulk insert multiple row categories using this option. .

This option will exclude the selected row category from totals and subtotals, but the row will still be displayed. The icon indicates that the row has been skipped.

In the Table and Stepped layout, are displayed in the report by default. If you do not require rails for formatting, a Hide ruler option has been added to the row gripper under the Actions section. This is primarily intended for report authors who are unaware of the rails option on the toolbar.

Learn more about managing hierarchies.
Learn more about calculated rows
Learn more about static rows.
Learn more about empty rows
rails
Learn more about row hierarchies.
Learn more about bulk inserting rows
Freeze grand total
Select row dimension category
Select descendants
Select parent and descendants
Insert rows option
Actions
Furniture row before skipping
Furniture row and children and skipped
Skip and show row
Set subtotal below
Hide ruler
Ungroup