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Reporting & Writeback Matrix Docs
Reporting & Writeback Matrix Docs
  • Introduction to Inforiver
    • Why Inforiver
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      • Installing Inforiver for yourself
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  • Working with Inforiver
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    • 2. Displaying information
      • Report interface
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    • 3. Basic interactions
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    • 4. Adding business logic and formulae
      • Insert calculated rows
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      • Insert manual input rows
      • Insert manual input columns
        • Number
        • Dropdown
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    • 6. Working with charts
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      • Logs
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    • 13. Context awareness
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    • 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
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    • 18. Variables
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    • Identifiers
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      • ROW.PARENT
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    • Scripting functions
      • DISPLAYTOAST
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      • LAYOUT
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      • SETFILTER
      • SETFILTERBYINDEX
      • SETVISIBILITY
      • SHOWBETWEENPERIOD
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      • TOPN
      • DISPLAY SETTINGS
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        • SETSUPPRESSZEROS
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        • SEPARATOR
        • SETCOMBINECOLUMNHEADER
        • SEMANTICFORMAT
        • SHOWNULLAS
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        • 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. Sign-in
  • 2. Common properties
  • a) Insert as
  • b) Allow input
  • 3. Access control
  • 4. FAQs

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  1. Working with Inforiver
  2. 4. Adding business logic and formulae

Insert manual input columns

PreviousInsert manual input rowsNextNumber

Last updated 2 months ago

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Inforiver provides six (6) different options to manually enter data in your Power BI report which are listed below. Data can be entered in a single cell or several cells at the same time and they can be formatted in a variety of ways. And, there are several settings that you can adjust to make data entry easier for you.

Input type
Description

Double-click and start typing values in directly into a cell

Enter text with multi-line support and word wrap

Use the available presets or create your own list of values; supports both single-select and multi-select

Add a date from the calendar/date picker

Used in case of binary selections

Input users from your organization (only available in Inforiver Writeback Matrix)

Inforiver ReportingMatrix offers only the first five types. Input types and features specific to Inforiver Writeback Matrix are covered in a later .

In this video, we discuss the data input functionality in the reading and editing modes.

1. Sign-in

a) If you are using Inforiver Writeback Matrix, you need to sign in as shown below.

Sign-in is optional. Unless specified, all these features are available in the Inforiver Reporting Matrix as well.

b) Once you sign in successfully, your profile picture will be displayed as seen in the image.

c) You can now start inserting a column to capture your data inputs by clicking on Insert --> Data Input.

Before we look at inserting data input columns, let's look at some common properties available for all the input types.

2. Common properties

a) Insert as

Data input columns can be inserted as a measure or a column.

Visual measure: If there is a column hierarchy, the input column is inserted for each category. In case of no column hierarchy, a single column is inserted.

In the below image, a text column has been inserted as a measure by selecting 'Insert as' -> 'Visual measure'.

Visual column: Irrespective of whether there is a column hierarchy or not, a single column gets inserted.

In the below image, a text column has been inserted as a column by selecting 'Insert as' -> 'Visual column'.

b) Allow input

By default, inputs are enabled in both read and edit modes in Power BI. But, based on your requirement, you can allow inputs only in edit mode or based on a formula.

a) Only in edit mode:

When the 'Only in edit mode' option is chosen, the text editor is disabled.

b) In both Power BI read and edit modes:

When the option 'In both Power BI read and edit modes' is selected, you can enter data in the reading view as shown below.

c) Based on a formula:

You can allow data input only if a certain condition is met. The formula entered should return a boolean.

In the below image, data input is allowed only if (2022 Actuals - 2022 Plan)% < 0. You can see that the text fields for Central and Midwest are greyed out.

3. Access control

Inforiver Writeback Matrix allows setting explicit read/write access on data input columns for specific users. To set user access control, open the Manage Columns menu and click on the user icon.

In the Data Input Access dialog box, you can assign access to users for each column or measure.

4. FAQs

1) Can multiple users enter data in a single published report?

Yes. When you use Inforiver Writeback Matrix, multiple users can enter data in the same form in the reading view. Using the audit module, you can also keep track of changes made to your table made by different users.

2. Will a user be able to see data entered by other users?

By default, yes. But if you enable row-level security, users will be able to see only the records they are authorized to see.

3. This is too good to be true. Is there something specific I should set up or configure so that my users can enter data?

4. All of this is great. Can I write back this data to a database?

Resources

Nothing. Just add the Inforiver Writeback Matrix visual to your report, and use the '' feature to add fields of various types.

Yes. You can storage. Inforiver supports destinations such as SQL, Snowflake, Azure, BigQuery, MySQL, Sharepoint, OneDrive and more. You may also simply export the data to a PDF or Excel file.

In the next section, we'll be looking at inserting columns.

Data Input
write back data to a destination database or shared drive
number
5 types of manual data entry options in your Power BI table/matrix
Allow multiple users to enter data in a blank table/form in Power BI
Input & Edit Sales Forecasts in a Power BI Report
Number
Text
Dropdown
Date
Checkbox
Person
section
Sign in with Office 365 account
Sign in successful
Data input columns
Visual measure
Visual column
Restrictions on input
Data input disabled in reading mode
Data input in reading mode
Allow input based on formula
Data input access
Setting user access for data input columns or measures