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Reporting & Writeback Matrix Docs
Reporting & Writeback Matrix Docs
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  • Infobridge
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  • 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. Quick formula
  • 2. Smart analysis
  • 3. % Contribution rows

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

Quick formula

PreviousEditing cellsNextVisual column inside visual measures

Last updated 4 months ago

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Inforiver provides several one-click calculations for inserting columns and rows.

1. Quick formula

Columns/measures such as running total, % contribution to parent/grand total, etc. can be inserted in a single click. These options can be accessed from the Insert tab > Quick formula.

When you write custom formulas, you can also reference quick formula measures in them.

i) Running total

The following configuration options are available for 'Running total'.

Based on Measure - Column/measure based on which the running total needs to be calculated.

If you want to calculate the running total for all leaf nodes, irrespective of the level of the hierarchy they belong to, select the 'Continuous Total' checkbox.

ii) Percentage running total

This formula is a variant of the running total quick formula. The running total is first calculated in the background at each level of the hierarchy, after which it is displayed as a percentage of the total/subtotal.

iii) %Growth/Decline

This option allows you to insert visual measures or a column that calculates the required percentage growth or decline of the chosen measure.

iv) % Contribution to parent

Use this option to quickly calculate each member's contribution to their parent's total value. In addition to choosing to insert as a visual measure/column and the base value, a progress bar can be enabled along with a percentage and/or value to display.

v) % Contribution to grand total

Contribution to the grand total can be inserted as shown below. To insert % contribution only for a selected category instead of all the categories or only for the column grand total, choose the 'Visual column' option and the corresponding column.

vi) Lead/lag

You can perform a lead /lag calculation to shift any trend data by 'n' periods. This helps you quickly perform downstream variance calculations such as QoQ growth, YoY growth, etc. for each period.

vii) Overall ranking

Ranks can be added across different groups in a single click. Choose to insert as a measure or column and the base measure. Note that there are no ranks applied for the subtotals.

viii) Ranking within a group

Ranks within groups can be added including ranks for subtotals as shown in the below image.

ix) Insert variance

The default variance calculated by Inforiver is based on the first measure added to the AC/PY/PL/FC fields. Insert Variance can be used to calculate the variance between any native measures, simulations, or formula fields in your report.

x) Empty Column

This option allows you to insert an empty column into the report to improve readability and visual appeal. Values cannot be entered in this column.

xi) Empty Measure

This option allows you to insert empty measures into the report to improve readability and visual appeal. Values cannot be entered in these measures.

2. Smart analysis

% contribution and variance % columns can be added in a single click based on any cell in the visual. These can be accessed in the Insert tab -> Smart analysis as shown below.

You need to select a cell to enable the 'Smart analysis' option.

In the below image, % contribution has been added based on 2022 Actuals -> East.

In the below image, % variance has been added based on the grand total. But you can choose any other value as well. Note that the calculation gets added as a measure or column based on the presence of categories in the column field.

3. % Contribution rows

% Contribution based on any row can be inserted in a single click. To achieve this, in the Insert tab-> Insert row, select '% Contribution row'.

Select a row to enable the 'Insert row' option.

The % contribution row gets added as shown below.

Insert as - The running total can be inserted as a .

measure or column
Quick formulas in Inforiver
Running total for Actuals
Continuous running total for hierarchical datasets
Percentage running total formula
%Growth/Decline
% Contribution of 2022 Actuals to parent
% Contribution to grand total as visual column
Lead/lag calculations
Overall ranking
Ranking within group
Insert variance
Empty Column
Empty Measure
Smart analysis
Smart analysis - Contribution
Smart analysis - Variance
% Contribution row
% Contribution row added