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Reporting & Writeback Matrix Docs
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    • 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. Text
  • 2. Checkbox
  • 3. Date
  • i) Create an empty series
  • ii) Copy from rows

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  1. Working with Inforiver
  2. 4. Adding business logic and formulae
  3. Insert manual input columns

Text, checkbox & date

PreviousLookup visuals for dropdownsNextWriteback Matrix features

Last updated 2 months ago

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In addition to and input columns, you can also use columns of types text, checkbox and date to capture manual data.

Let's cover them one by one.

If you are using Inforiver Writeback Matrix, you need to to start inserting a number column.

1. Text

Text columns or measures can be inserted to capture text.

a) Select 'Text' from the Data Input dropdown.

b) The text column side panel is shown in the image below.

Click 'Create'.

c) The text column gets inserted. Double-click on any of the cells and start typing the text in the editor. Press Enter to commit the text entry.

1.1. Word wrap

Inforiver provides an option to wrap the text for long entries that get truncated.

Click on the word wrap icon in the Home ribbon to wrap text as per the width of the field.

1.2. Text validations

Inforiver provides the ability to add data validations for text inputs. You can add validations to check the length, and data type (numeric/text/alphanumeric).

You can also enforce that a text entry should be an email or URL or even provide a regular expression using the Custom option.

For example, if you choose email as Field Validation and the data entered is not a valid email ID, Inforiver will generate a pop-up error notification.

1.3. Default values

Blank fields do not add value and are likely to reduce the appeal of a report. You can choose to use default values instead of displaying blank text data input fields. You can either enter a static default value or assign a dimension.

2. Checkbox

Checkbox columns or measures can be inserted to capture binary inputs. Click on 'Checkbox' in the 'Data input' dropdown.

The checkbox column side panel is shown in the below image.

Click 'Create'.

Click on any of the cells to check the checkbox.

3. Date

Date columns or measures can be inserted by clicking on 'Date' in the 'Data input' dropdown. You can insert an empty column or copy the dates from the rows in the report.

i) Create an empty series

When you select this option, an empty date column is created and the side panel opens as shown in the image.

You can also configure other optional fields as below:

Format

The date format can be changed by clicking the 'Format' dropdown. Choose the desired format.

Minimum and Maximum Date

You can set the minimum and maximum date ranges for the date input. Users will not be able to enter any dates that fall outside this range. You can enter both dates to specify a range, or just the minimum or the maximum date. To select a date, click the calendar icon.

Default value

In a report that has thousands of rows, manually entering or copying dates in a data input-date field can be a tedious task. In such cases, you can set a default date. All rows will be filled with the configured default date as soon as you click Create.

There are multiple options to set a default date:

  • Static value: Use the date picker to set a common date for all the rows. In the image below, the created date column is pre-filled with the default date - 07/01/2024.

  • Measure: Select the measure (native measure/formula measure/date input column) from which the default date should be sourced. In the example below, the default value is sourced from a formula measure that is available within the same report.

  • Dimension: When you have a date dimension in your row, you can select the row dimension from which the default date must be picked. The default date in the example below is picked from the row dimension, 'Order Date'.

The default date option is available for both visual measures and visual columns. Invalid date format errors are implicitly handled as blanks for a clean export and writeback.

After configuring the required settings, click Create.

The date column gets inserted.

Entering a date

To enter data, double-click on a cell. Select a date from the calendar/date picker.

The date gets captured in the chosen format.

ii) Copy from rows

If your report has a list of calendar dates in the row dimension, and you want to replicate the same dates in an input column, you can use the ‘copy from rows’ option, instead of manually entering it for each record.

Inforiver automatically detects the date format which can be verified from the pop-up.

In rare cases when the format mapping is not as expected, you can map them manually using the help suggestions and click Submit.

The date column is inserted as shown, which follows the dates in the rows. By default, the first of January is the fiscal year's start.

Note: Inforiver accepts both hierarchical and non-hierarchical date formats. For example, the visual below has date formats such as half-years, quarters, and months assigned as individual fields instead of using a date hierarchy. Inforiver automatically maps them using the custom formats.

The inserted date column is shown below after setting the required fiscal year.

Unconventional date formats are also accepted and automatically mapped.

Setting the start of the fiscal year

You also have the option to select the start of the fiscal year while copying the dates. Click 'Change fiscal year start' to choose.

In the below example, the fiscal year start is set to April 5th. Click Submit to insert.

The date column is inserted with the specified fiscal month and date.

In the next section, we'll cover the data input features available only in Inforiver Writeback Matrix.

You can choose to . Text entry can be enabled or disabled in the total/subtotal rows using the 'Allow entry on total/subtotal rows' checkbox. Input access can be configured using the '' option. You can also set field validations which will be discussed later in this section.

You can choose to . Entry can be enabled or disabled in the total/subtotal rows using the '' checkbox. Input access can be configured using the '' option.

You can choose to . Entry can be enabled or disabled in the total/subtotal rows using the '' checkbox. Input access can be configured using the '' option.

number
dropdown
insert as a visual measure or column
Allow input
sign in
insert as a visual measure or column
Allow input
insert it as a visual measure or column
Allow input
Allow entry on total/subtotal rows
Allow entry on total/subtotal rows
Data input - text
Text entry truncated
Word wrap
Text validations
Error notification when validation fails
Static default value
Dimension as a default value
Data input column - Checkbox
Checkbox column
Making a selection
Data input column - Date
Date column type properties
Date format
Minimum and maximum date ranges
Static value as default date
Setting a measure value as default date
Setting a dimension value as default date
Create date column
Choosing a date as input
Date gets captured
Copy from rows
Automatic date format detection
Suggestions for manual mapping
Date column inserted
Mapping non-hierarchical date format
Date column inserted
Unconventional date formats mapped
Change fiscal year start
Fiscal year starting date is changed
Date column inserted