Inforiver
FormulaPricingProductAll Products
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
Powered by GitBook
On this page
  • 1. Search
  • 2. Filter
  • 2.1. Nested and grouped filters
  • 2.2. Column-level filter

Was this helpful?

  1. Working with Inforiver
  2. 3. Basic interactions
  3. Explore & filter data

Search & Filter

PreviousExplore & filter dataNextExplorer

Last updated 9 months ago

Was this helpful?

The search & filter features help you to focus on relevant data when there are a large number of records.

1. Search

The 'Search' option helps you find characters, words, and phrases in your Inforiver report.

a) In the 'Home' tab of the toolbar, click on the 'Search' icon in the Analyze section.

b) Type the text/value in the search box. Inforiver starts narrowing down the matches as soon as you start typing. Navigate through the results using the up and down arrows.

c) You can also search numeric values as shown in the below image.

Inforiver searches across pages if you are using the multiple pages option in the 'Design' tab or you have added page breaks.

2. Filter

Inforiver provides nested AND/OR filtering options to filter a range of data based on the criteria you define.

2.1. Nested and grouped filters

a) In the 'Home' tab of the toolbar, click on the 'Filter' icon in the Analyze section.

b) Click 'Add Filter'. You can filter by row or column hierarchies, or by measures. Inforiver provides conditions depending on the filter selected. Enter a condition as shown below.

c) The data has been filtered to show only the rows corresponding to the category 'Water' as shown in the image.

d) You can add multiple filters using the 'Add Filter' option and can apply nested AND/OR conditions. In the below example, we have added one more condition to filter only the International region for the category Water.

Add group

e) Inforiver also provides an option to add filter groups. Click 'Advanced'.

f) Click 'Add group'. In the below image, we have added four conditions nested using AND/OR and using two filter groups. The filtered table is also shown.

g) You can delete the individual filters by clicking on the 'Delete' icon available next to the condition.

h) If you want to temporarily turn off all the filters, select the 'Disable all' option.

i) The 'Persist filters' option ensures the filters are retained when switching between pages in the report.

j) Click on 'Reset all' to reset all the filters.

Filtering manual input rows

Inforiver filters can detect manually inserted row categories and calculated rows. You can apply filters for data input or calculated rows just like you do for row categories from the dataset.

In the example below, the HighTouch and Vsense rows are manual input rows created within the Inforiver visual. Notice how even manual input row categories are detected by the filter.

2.2. Column-level filter

Inforiver provides nested AND/OR column-based filtering options to filter a range of data based on the criteria you define.

b) Choose the filter condition from the drop-down and enter the filter value. Let us consider an example to apply the column filter 'Greater than 4 million' to the '2021 Actuals' measure. The data gets filtered to show only the values corresponding to the filter condition as shown in the image.

d) You can add nested AND/OR filters by clicking the 'Add rule' option. In the below example, we have added one more condition - '2021 Actuals' less than 10 million.

You can click 'Clear filter' to clear all the column filters applied.

You can apply filters on manual input rows like calculated rows/static rows/template rows etc. Learn more about and .

a) When you hover over any column, a hamburger menu appears as highlighted. Click on the hamburger menu (column gripper) and then click on the icon.

In the next section, we'll look at the .

manual input rows
calculated rows
KPI Explorer
Search & filter - Overview
Search option in toolbar
Search box
Value search
Filter option in toolbar
Add filter
Filter result
Nested filters
Advanced filter
Group filter
Delete, Reset, Disable All, Persist filters
Filtering manual input row categories
Column filter
Filter result
Nested column filter