Manage inserted measures & columns
Measures and columns inserted in the visual such as calculations or data input columns can be managed using the Manage Measures option.
1. Measures and columns
Similar to the Manage Rows option, the Manage Measures option displays a list of inserted columns/measures with options to edit, delete, or hide them. All the measures created in a visual can be viewed in the Measures tab. Visual columns can be viewed and managed in the Columns tab.
In addition, there is also an 'Insert New' option which lets you insert calculated columns or data input columns right from this panel.
2. Settings
The Manage Measures side panel has a Settings tab that lets you control and configure important settings concerning the rows and measures, such as user permissions, time interval mapping, and row ID mapping.
2.1. Data input access
Inforiver enterprise allows setting explicit read/write access for specific users on data input and forecast columns.
To set it, click Insert -> Manage Measures -> Settings -> Manage in the Data Input Access. You can add the required users in the pop-up window.
2.2. Time interval mapping
You can also choose whether to use Power BI sorting or Inforiver sorting. When the Sort toggle is enabled, any sorting changes made at Power BI level will not be reflected in the visual. In the example, notice how the Power BI sorting is not applied on the Quarter when the Sort toggle is enabled.
2.3. Row ID mapping
Inforiver automatically assigns a dimension ID to each row dimension to uniquely identify them. This mapping helps to track and manage them, especially during operations like writeback. Visual components such as formatting, notes, comments, and data inputs added to the rows are also linked to the dimension IDs.
When row dimensions are renamed/changed, we might lose these visual elements added. To avoid this, Inforiver allows us to map the row dimensions to a constant dimension ID.
In the example below, we’ve applied formatting, added notes, and comments, and added data inputs to the products, Juices and Tea & Coffee.
The visual elements were lost after the product names were renamed to Fruit Juices and Chai & Coffee respectively.
To avoid this, let us map the dimension IDs to a constant dimension, such as the Product ID instead of the Product Name. To do so, navigate to Insert -> Manage Measures -> Settings -> Row ID mapping -> Manage.
The image below shows the default row dimension ID mapping.
Let us map the 'Product Name' to the constant dimension, 'Product ID' as shown below. Click Apply.
Note that changing the mapping removes all the initial formatting and visual elements associated with it.
Any formatting, notes, comments, and data inputs added after mapping with the constant dimension ID are retained as shown below, including during the writeback.
Updates due to skipped row ID dimensions reflected in writeback data
After mapping the row IDs to a constant dimension, not only the visual formatting, data changes, notes, comments, etc., are retained in the report but also captured in the writeback data promptly.
The report below shows the default mapping, followed by the results of the writeback data.
After manually mapping the row dimension to a constant ID like the Product ID, any changes made in the report are also effectively captured in the writeback. In the image below, you can see the updated records in the report that are also reflected in the writeback data.
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