Classification

Inforiver provides data classification based on text, icons, and ratings.

Refer to the Create Rule section to get started. Once the rule is created and you can see the Conditional Formatting side panel, follow the steps below.

Choose 'Classification' in the Format by dropdown.

Click on the Display dropdown. There are 3 types of classification types supported in Inforiver Reporting Matrix.

1. Text

Many times, it may become essential to categorize performance. A common technique used by enterprises to categorize inventory, vendors, or materials is ABC analysis. Inforiver delivers this capability right out of the box.

Select 'ABC' from the Display dropdown.

1.1. Apply to charts

When there are charts in the column where classification is to be applied, check the Apply to charts checkbox. In the sample report, sales are visualized using bar charts, and the colors defined for the ABC ranges are used for formatting.

1.2. Show as new column

You can also have the classifications appear in a separate column if required. Check the Show as new column checkbox.

1.3. Text position

Display classification text to the right or left of your data. You can also choose to display only the classification text by selecting 'Only Text' from the Text position dropdown.

1.4. Color for

Choose to apply formatting colors to the font, background, or both. When you choose 'Both', you can set the color scheme for the font as well as the background.

1.5. Percentage text

Display the percentage contribution to the left or right of the text using the Percentage text dropdown.

1.6. Classification ranges

You can create custom color schemes based on percentages or actual values. Click the icon to reverse the color order. Click to restore default values. Click the Add range option to add additional ranges. Use the icon to remove a particular range.

2. Icon set

Icon-based formatting provides the same properties as text-based formatting. Refer to Text for more details. We'll only at a simple example for icon sets.

In the 'Display' dropdown, choose the 'Five arrows' option. Click 'Apply'. Note that we have applied formatting to 2021 Actuals based on 2021 Actuals - 2021 Plan. Hence, we can see which categories have done worse/better than the plan.

3. Rating

You can also use star-based ratings as seen in e-commerce sites in the product feedback section.

a) Select the '3 stars' option from the 'Display' dropdown and click 'Apply'.

b) You can see the 1-5 rating icons on the left of the data. By default, the number of ranges has been set to 5.

c) You can move the ratings to a separate column by clicking on the 'Show as new column' checkbox.

Invert rating

d) Check the 'Invert rating' checkbox in cases where higher values need to show lower ratings.

e) As seen in text and icon-based formatting, you can choose only to display the classification or change the position. In the below example, we have chosen the 'Only rating' option.

Number of ranges

f) You can customize the number of icons that appear in your scale – 'Number of ranges' has been set to 3 in this case.

g) The rating text can be shown on the left or right. Select the position and color as shown below.

Enable custom

h) In Inforiver, you have the option to configure value ranges for each of the ratings. Click on the 'Enable custom' checkbox. For every half rating, you'll be able to define percentage/value ranges in the 'From' and 'To' fields as shown in the below image.

i) To reverse the order of colors and reset all changes to the ranges, click on the highlighted icons.

In the next section, let's look at Ranking.