# Classification

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

Refer to the [Create Rule](https://docs.inforiver.com/working-with-inforiver/5.-conditional-formatting/create-rule-reporting-matrix) 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.&#x20;

<figure><img src="https://3062809325-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FEbkCXCUXmtUq5tcnUtZE%2Fuploads%2FaeVEEqUyTAxBjwkfo15X%2Fimage.png?alt=media&#x26;token=ae1904a5-5039-4c83-8efa-bf2bdc09db9a" alt=""><figcaption><p>Conditional formatting based on classification</p></figcaption></figure>

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

<figure><img src="https://3062809325-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FEbkCXCUXmtUq5tcnUtZE%2Fuploads%2FZFq0skkR04RRAbnuAKHO%2Fimage.png?alt=media&#x26;token=1dc8972d-4492-433a-a2dd-4321406e6ef3" alt=""><figcaption><p>Classification types in Inforiver</p></figcaption></figure>

### 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](https://en.wikipedia.org/wiki/ABC_analysis). Inforiver delivers this capability right out of the box.&#x20;

Select 'ABC' from the **Display** dropdown.&#x20;

<figure><img src="https://3062809325-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FEbkCXCUXmtUq5tcnUtZE%2Fuploads%2Fy3G9x2ahfQesg0pLK9Mz%2Fimage.png?alt=media&#x26;token=1f475a30-1a6c-4799-955b-43e56e8be310" alt=""><figcaption><p>ABC analysis</p></figcaption></figure>

#### 1.1. **Apply to charts**&#x20;

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.

<figure><img src="https://3062809325-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FEbkCXCUXmtUq5tcnUtZE%2Fuploads%2FBlspT0YJt3yS7e3ETbrG%2Fimage.png?alt=media&#x26;token=4a529dee-d7a7-49ae-ac8c-0f34eaf0e926" alt=""><figcaption><p>Aplly to charts</p></figcaption></figure>

**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.

<figure><img src="https://3062809325-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FEbkCXCUXmtUq5tcnUtZE%2Fuploads%2Fd8CTjTVMmCtq9ykcIcZ8%2Fimage.png?alt=media&#x26;token=dec5c678-02dc-4293-854d-8e4783e5779c" alt=""><figcaption><p>Show as new column</p></figcaption></figure>

#### 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 Tex&#x74;*'* from the **Text position** dropdown.

<div><figure><img src="https://3062809325-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FEbkCXCUXmtUq5tcnUtZE%2Fuploads%2FNeCpqAwoe2ntwKNpDOoa%2Fimage.png?alt=media&#x26;token=7f641c39-88d0-4cf4-a8d7-81a762e25b2e" alt=""><figcaption><p>Text position - right of data</p></figcaption></figure> <figure><img src="https://3062809325-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FEbkCXCUXmtUq5tcnUtZE%2Fuploads%2FpU1dxC9EC8t5KK0yEnJe%2F2025-07-30_11h37_35.png?alt=media&#x26;token=72718e8f-fe49-4a75-b9bd-30213c66f719" alt=""><figcaption><p>Text position - only text</p></figcaption></figure></div>

**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.

{% hint style="success" %}
This option will be available only when you select 'Only text' in the Text position dropdown.
{% endhint %}

<div><figure><img src="https://3062809325-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FEbkCXCUXmtUq5tcnUtZE%2Fuploads%2F0fGX33VTPIO8jW5xOquq%2Fimage.png?alt=media&#x26;token=2b33c43e-f07e-4a05-b047-c94d2ed6ce5a" alt=""><figcaption><p>Color for - font</p></figcaption></figure> <figure><img src="https://3062809325-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FEbkCXCUXmtUq5tcnUtZE%2Fuploads%2FaodmPan6w9neJprycRv3%2F2025-07-30_11h16_33.png?alt=media&#x26;token=d63143cb-ee9b-4260-927f-ec0f663d9cf9" alt=""><figcaption><p>Color for - background</p></figcaption></figure> <figure><img src="https://3062809325-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FEbkCXCUXmtUq5tcnUtZE%2Fuploads%2FWz4rrwQZFkur7Lgx7vAy%2F2025-07-30_11h17_50.png?alt=media&#x26;token=793491f5-25eb-4029-83e9-14238e0cd0d4" alt=""><figcaption><p>Color for - both</p></figcaption></figure></div>

#### 1.5. **Percentage text**

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

<figure><img src="https://3062809325-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FEbkCXCUXmtUq5tcnUtZE%2Fuploads%2FuNzB1rAUQIcGVwGLvxTo%2Fimage.png?alt=media&#x26;token=65603477-cff9-4361-b9d4-c281784d543b" alt=""><figcaption><p>Percentage text option</p></figcaption></figure>

#### 1.6. Classification ranges

You can create custom color schemes based on percentages or actual values. Click the <img src="https://3062809325-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FEbkCXCUXmtUq5tcnUtZE%2Fuploads%2FV509xix9l2DiuAcmtCjs%2Fimage.png?alt=media&#x26;token=3ddda8f0-2b10-4faa-9ccd-6cf4031c9d13" alt="" data-size="line">icon to reverse the color order. Click <img src="https://3062809325-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FEbkCXCUXmtUq5tcnUtZE%2Fuploads%2FvqOjabx25Ho0k0UgO0cR%2Fimage.png?alt=media&#x26;token=59387d72-49a2-47a2-aab9-8b04a744af07" alt="" data-size="line">to restore default values. Click the **Add range** option to add additional ranges. Use the <img src="https://3062809325-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FEbkCXCUXmtUq5tcnUtZE%2Fuploads%2F8BHUSaxQpFLJ7OyWwvKA%2Fimage.png?alt=media&#x26;token=01a6ee5f-3270-4c76-a933-3207896bf48f" alt="" data-size="line">icon to remove a particular range.

<div><figure><img src="https://3062809325-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FEbkCXCUXmtUq5tcnUtZE%2Fuploads%2FO2jIyyy0XnF09AfutW3n%2Fimage.png?alt=media&#x26;token=d1b89d0a-d5bf-4b29-b386-8473fee21279" alt=""><figcaption><p>Classification based on percentages</p></figcaption></figure> <figure><img src="https://3062809325-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FEbkCXCUXmtUq5tcnUtZE%2Fuploads%2F2KuTYqO4gpPiNpumkOF4%2F2025-07-30_11h43_36.png?alt=media&#x26;token=0a1f9022-718c-4bca-be93-f43111778928" alt=""><figcaption><p>Classification based on values</p></figcaption></figure></div>

### 2. Icon set

Icon-based formatting provides the same properties as text-based formatting, which we discussed in the previous section. We'll look at a simple example for icon sets.&#x20;

Choose any of the built-in icon sets from the Display dropdown. The icons indicate whether the sales are high, average, or below average, and allow users to quickly identify action areas.

<figure><img src="https://3062809325-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FEbkCXCUXmtUq5tcnUtZE%2Fuploads%2Fl0hdES8NZr5RT0dh7C5x%2Fimage.png?alt=media&#x26;token=41d68610-7fba-4162-8aef-897df448f907" alt=""><figcaption><p>Icon sets for classifying data</p></figcaption></figure>

### 3. Rating

You can also use star-based ratings, as seen on e-commerce sites, in the product feedback section. Choose any of the built-in rating sets from the Display dropdown.

<figure><img src="https://3062809325-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FEbkCXCUXmtUq5tcnUtZE%2Fuploads%2F1D7coFeDue55ciBqGwbe%2Fimage.png?alt=media&#x26;token=db184fde-58ce-4666-a86c-22bc25df8097" alt=""><figcaption><p>Rating based classification</p></figcaption></figure>

Many of the customization options are what we discussed in the Text section. Let's look at the customizations specific to ratings.

**3.1. Invert rating**

Select the **Invert rating** checkbox in cases where higher values need to show lower ratings. Notice how the 'Montana' product with the least sales has a higher rating than the 'Paseo' product, which has the highest sales in the region.

<figure><img src="https://3062809325-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FEbkCXCUXmtUq5tcnUtZE%2Fuploads%2FiOQLnrFZ0LdO3C0ZcV0R%2Fimage.png?alt=media&#x26;token=2153bff0-887d-44e3-860a-e847f86651e0" alt=""><figcaption><p>Invert rating option</p></figcaption></figure>

**3.2. Rating color**

Select a custom color for the rating icons.

<figure><img src="https://3062809325-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FEbkCXCUXmtUq5tcnUtZE%2Fuploads%2FcaY7ObTJRa32lv93rGYn%2Fimage.png?alt=media&#x26;token=97f397f4-af56-4a80-a397-6cf3628ba2b8" alt=""><figcaption><p>Rating color</p></figcaption></figure>

#### **3.3. Number of range**s

You can customize the number of icons that appear in your scale – **Number of ranges** has been set to 3 in this case.&#x20;

<figure><img src="https://3062809325-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FEbkCXCUXmtUq5tcnUtZE%2Fuploads%2FWuFVJQLQBirxXIno8wox%2Fimage.png?alt=media&#x26;token=a59b07f9-c23c-4c19-ab11-b6fe4dab7fa7" alt=""><figcaption><p>Number of ranges</p></figcaption></figure>

#### **3.4. Rating text**

The rating text, e.g., 2 or 4.5. Stars can be shown on the left or right. Select the position and text color.

<figure><img src="https://3062809325-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FEbkCXCUXmtUq5tcnUtZE%2Fuploads%2FnbzlcTV4hK0zHGP3qWBG%2Fimage.png?alt=media&#x26;token=7d248853-22c3-4174-9fde-b7fa996386b6" alt=""><figcaption><p>Rating text</p></figcaption></figure>

#### **3.4. Enable custom**

Configure value ranges for each of the ratings. Select the **Enable Custom** checkbox. For every half rating, you'll be able to define percentage/value ranges in the **From** and **To** fields. [Classification ranges](#id-1.6.-classification-ranges) have been covered in the previous Text classification section.

<figure><img src="https://3062809325-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FEbkCXCUXmtUq5tcnUtZE%2Fuploads%2FyQfe4lYmKMJ0H9plGGaU%2Fimage.png?alt=media&#x26;token=245d2d15-1cda-4c09-8993-10bb64c1f81a" alt=""><figcaption><p>Enable custom</p></figcaption></figure>
