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Reporting & Writeback Matrix Docs
Reporting & Writeback Matrix Docs
  • Introduction to Inforiver
    • Why Inforiver
    • Get Started
      • Installing Inforiver for yourself
      • Installing from AppSource
      • Installing Inforiver for your organization (Org visual)
      • Inforiver Writeback Matrix pre-requisites
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  • Working with Inforiver
    • 1. Build your first Inforiver report
    • 2. Displaying information
      • Report interface
      • Layout options
      • Templates
      • Basic formatting
        • Number formatting
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        • Totals & subtotals
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      • Basic inline charts
    • 3. Basic interactions
      • Explore & filter data
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        • Top N + others
      • Sort & reorder data
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      • Actions
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    • 4. Adding business logic and formulae
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      • Insert manual input columns
        • Number
        • Dropdown
          • Dropdown options from semantic models
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        • Text, checkbox & date
        • Writeback Matrix features
      • Invert sign
      • Editing cells
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      • Visual column inside visual measures
      • Manage inserted rows
      • Manage inserted measures & columns
      • Pivot data
      • Insert image URLs
    • 6. Working with charts
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    • 5. Conditional formatting
      • One-click options
      • Create rule
        • Rules (If conditions)
        • Color scale & data bars
        • Classification
        • Ranking
      • Manage rules
    • 7. Planning, budgeting & forecasting
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      • Goal Seek
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    • 9. Commenting and collaboration
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    • 10. Exporting reports
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    • 11. Scheduling reports
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    • 12. Data writeback
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        • OneDrive
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        • URL as destination
      • Logs
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    • 13. Context awareness
    • 14. Manage aggregation
      • Row aggregation
      • Column aggregation
    • 15. Managing Inforiver Writeback Matrix visuals
      • Inforiver deployments in Power BI pipeline setup
      • Duplicating Writeback Matrix Visuals - Best Practices
      • Recommended practices while working with Power BI desktop
    • 16. Approval workflows
    • 17. Collaborative adjustment workflows
    • 18. Variables
      • Variable types
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        • Select
        • Text
        • Date
        • Date range
        • Boolean
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      • Variable bookmarks
    • 19. Leveraging Power BI bookmarks
  • Admin Console
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    • Date functions
      • DATEADD
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    • Time intelligence functions
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    • Other operators
    • Identifiers
      • CLOSEDPERIOD
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      • DESCENDANTS
      • FORECAST.CLOSED_END
      • FORECAST.CLOSED_START
      • FORECAST.OPEN_END
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      • GROUP INDEX
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      • ROW.PARENT
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    • Scripting functions
      • DISPLAYTOAST
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      • LAYOUT
      • SETCFRULE
      • SETFILTER
      • SETFILTERBYINDEX
      • SETVISIBILITY
      • SHOWBETWEENPERIOD
      • SHOWCLOSEDFORECAST
      • TOPN
      • DISPLAY SETTINGS
        • SETBLANKLABEL
        • SETSUPPRESSZEROS
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        • SEPARATOR
        • SETCOMBINECOLUMNHEADER
        • SEMANTICFORMAT
        • SHOWNULLAS
        • SHOWZEROAS
        • SINGLECHILD
    • Miscellaneous functions
      • FETCH
      • LOOKUP
    • Measure/Column selection functions
      • GETCOLBETWEENPERIODS
      • GETMEASURE
  • Advanced topics
    • Audit log
    • Backup & restore report config
    • Enterprise themes
    • PowerPoint integration
    • Drill down and roll up in performance mode
  • Infobridge
    • 1. Create bridge
    • 2. Add source to bridge
    • 3. Bridge Interface
    • 4. Manage queries
      • Query transformations
        • Append
        • Join
        • Duplicate
    • 4. Manage sources
    • 5. Insert rows from bridge
    • 6. Insert measure from bridge
    • 7. Manage Integration of visuals
    • 8. Manage Bridges
    • 9. Data transformations
      • Pivot table
      • Group by
      • Add Column
      • Pivot column
      • Rename column
      • Find and Replace
      • Remove measure
      • Filter rows
      • Sort
      • Text functions
      • Unnest
      • Round
      • Extract Comments
      • Import and export
    • 10. Integrating forecasts
    • 11. Collaborative adjustments
  • Accessibility shortcut keys
  • Inforiver Reporting Matrix FAQs
  • Inforiver Writeback Matrix FAQs
  • Video tutorials
  • Resources
  • 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. Text
  • 2. Icon set
  • 3. Rating

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  1. Working with Inforiver
  2. 5. Conditional formatting
  3. Create rule

Classification

PreviousColor scale & data barsNextRanking

Last updated 2 months ago

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

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

Choose 'Classification' in the 'Format by' dropdown. There are several options enabled as shown in the below image.

Click on the 'Display' dropdown. You can see the three types of classifications already mentioned. Let's look at them one by one.

1. Text

1.1. Select 'ABC' from the Display dropdown. Let's go with the default settings. Click Apply.

1.2. The rows are classified and the text is displayed on the left of the data.

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

1.4. When there are charts in the column where classification is to be applied, check the Apply to charts checkbox. In the below image, 2021 Actuals are visualized using bar charts, and the colors defined for the ABC ranges are used for formatting.

1.5. you can choose to enable a background for the text. The Enable background option is only available for text classification, not icons or ratings.

1.6. You can also choose to display only the classification text by selecting Only Text from the Text position dropdown.

1.7. When you choose the Only Text option, you can choose to apply the color to the font, background, or both.

1.8. You can display the percentage contribution to the left or right of the text using the Percentage text dropdown.

1.9. You can define custom ranges as shown below. Click the Add Range button to create an additional range of values.

1.10. Ranges can also be defined using numeric values. Click on the 'Value' option. The values get populated automatically based on the defined percentages, but they can be further edited.

1.11. You can delete specific ranges or reset all changes using the icons highlighted in the below image.

2. Icon set

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.

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

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

In the next section, let's look at .

ABC analysis
Ranking
Text
create rule
Conditional formatting based on classification
Classification types
ABC analysis
ABC analysis
Display text in new column
Classification applied to charts
Enable background
Color for font
Color for background
Percentage text option
Customizing the ranges
Ranges based on numeric values
Deleting and resetting ranges
Classification based on icon sets
Conditional formatting - Rating
5-star rating
Ratings in a new column
Inverted ratings
Displaying only rating
Changing the number of ranges
Rating text
Custom ranges
Reorder colors and reset changes