Inforiver
FormulaPricingProductAll Products
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
        • Whitelist Inforiver IPs
        • Admin consent for Inforiver's Entra ID
          • Basic consent
          • Full admin consent
      • Inforiver Customer Portal
        • Billing Admin
          • Update Profile
          • Update Subscriptions
        • License Admin
      • Licensing
        • License renewal
      • Registering Inforiver on Azure AD (Entra ID)
  • Working with Inforiver
    • 1. Build your first Inforiver report
    • 2. Displaying information
      • Report interface
      • Layout options
      • Templates
      • Basic formatting
        • Number formatting
        • Cell, header & value formatting
        • Totals & subtotals
        • Insert blank rows
      • Basic inline charts
    • 3. Basic interactions
      • Explore & filter data
        • Search & Filter
        • Explorer
        • Top N + others
      • Sort & reorder data
      • Show/hide values
      • Manage column widths
      • Manage hierarchies
      • Create visual hierarchies
      • Pin rows & columns
      • Blend measures
      • Dynamic measure headers
      • Context menus
        • Column gripper
        • Row gripper
      • Actions
        • Rails
        • Toolbar options
        • Keyboard shortcuts
        • Reset
    • 4. Adding business logic and formulae
      • Insert calculated rows
        • Template rows
      • Insert calculated columns
      • Insert manual input rows
      • Insert manual input columns
        • Number
        • Dropdown
          • Dropdown options from semantic models
          • Lookup visuals for dropdowns
        • Text, checkbox & date
        • Writeback Matrix features
      • Invert sign
      • Editing cells
      • Quick formula
      • Visual column inside visual measures
      • Manage inserted rows
      • Manage inserted measures & columns
      • Pivot data
      • Insert image URLs
    • 6. Working with charts
      • Sparkline charts
      • Stacked charts
      • Bullet charts and clustered bar charts
      • Waterfall charts
      • Bar and pin charts
      • Change/deviation charts
    • 5. Conditional formatting
      • One-click options
      • Create rule
        • Rules (If conditions)
        • Color scale & data bars
        • Classification
        • Ranking
      • Manage rules
    • 7. Planning, budgeting & forecasting
      • What-if analysis & simulations
      • Goal Seek
      • Scenarios (Writeback Matrix only)
      • Budgeting & allocations
      • Forecasting
        • Date rollover and extending forecasts
        • Editing forecasts and reforecasting
        • Autoclose forecasts
        • Distribute deficit
        • Row level forecast
        • User Access Control
        • Common Scenarios
          • Forecast using a Blank Template
          • Forecast using Existing Data
          • Adding Forecasts for Periods unavailable in the model
          • Creating daily and weekly forecasts
      • Set version
    • 8. Paginated reporting
      • Pagination
      • Header & footer
        • Text
        • Images
        • Charts
        • KPI cards
      • Report layouts (Report+)
      • Display and themes
    • 9. Commenting and collaboration
      • Notes
      • Comments
        • Data-level comments
        • Assign & track tasks
        • Track changes
        • Report-level comments
        • Comment settings
    • 10. Exporting reports
      • Export to PDF & Excel
        • Excel export - operational boundaries
      • Ad-hoc emails
      • Snapshot (Writeback Matrix only)
        • Comparing snapshots
    • 11. Scheduling reports
      • Create new subscription
        • Select a report
        • Set subscription frequency
        • Select destination(s)
          • Email
          • OneDrive
          • Microsoft Teams
          • SharePoint
        • Review & save subscription
      • Manage your subscriptions
      • Administration
    • 12. Data writeback
      • Settings
        • General Settings
        • Data Settings
        • Destination Settings
        • Writeback security settings
        • Writeback time-out & batch size settings
        • Advanced Settings
      • Destinations
        • Azure SQL (Managed DB)
        • Azure SQL
        • Microsoft SQL Server
        • Synapse Dedicated SQL Pool
        • Azure Data Lake Storage
        • Databricks
        • Snowflake
          • Setting up Snowflake OAuth
        • Amazon Redshift
        • BigQuery
        • SingleStore
        • SAP HANA
        • Oracle
        • PostgreSQL
        • MySQL
        • OneDrive
        • SharePoint
        • Dataverse
        • Fabric Warehouse
        • Fabric lakehouse
        • Fabric SQL
        • URL as destination
      • Logs
      • Reading mode
    • 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
        • Number
        • Select
        • Text
        • Date
        • Date range
        • Boolean
        • Button
      • Variable bookmarks
    • 19. Leveraging Power BI bookmarks
  • Admin Console
    • Manage Profile
    • User management
      • User Roles and Permissions
      • Create custom roles and policies
    • Settings
      • General
      • Generate builds - on prem
      • Forecast
      • Holidays
      • API token
      • Writeback
      • Managed DB
      • Assets
    • Onboarding actions
    • Writeback
  • Display settings
    • General settings
    • Hierarchy settings
    • Number settings
    • Miscellaneous settings
    • On-load scripting
  • Formula syntax
    • Conditional statements
      • IF
      • IFNA
      • SWITCH
      • FILTERIF
    • Logical functions
      • AND
      • IN
      • ISBLANK
      • ISEMPTY
      • ISNUMBER
      • NOT
      • OR
      • XOR
    • Math functions
      • ABS
      • AVERAGE
      • AVERAGEEXNEG
      • AVERAGEEXZERO
      • AVERAGEEXZERONEG
      • AVERAGEIF
      • CEILING
      • COUNT
      • COUNTIF
      • DIVIDE
      • EVEN
      • EXP
      • FLOOR
      • INDEXOF
      • LOG
      • ODD
      • MAX
      • MIN
      • NORMDIST
      • NORMSDIST
      • NORMINV
      • NORMSINV
      • PCT
      • POWER
      • RAND
      • RANDBETWEEN
      • ROUND
      • SORT
      • SQRT
      • SUM
      • PMT
    • Text formatting functions
      • CONCATENATE
      • HYPERLINK
      • LEFT
      • LOWER
      • MID
      • PROPER
      • REPLACE
      • REPT
      • RIGHT
      • TEXT
      • TRIM
      • UPPER
      • VALUE
    • Date functions
      • DATEADD
      • DATEDIFF
      • DAY
      • DATE
      • DATE.SET
      • DATE.FORMAT
      • SOWEEK
      • SOMONTH
      • SOQTR
      • SOYEAR
      • EOWEEK
      • EOMONTH
      • EOQTR
      • EOYEAR
      • NETWORKDAYS
      • ADDDAYS
      • ADDWEEKS
      • ADDMONTHS
      • ADDQTRS
      • ADDYEARS
      • FROMEXCELDATE
      • MONTH
      • NOW
      • PERIOD_RANGE
      • TODAY
      • TOEXCELDATE
      • YEAR
    • Time intelligence functions
      • AGGREGATE
      • FILTER
      • COLUMN_PERIOD
      • LASTNDAY
      • LASTNMONTH
      • LASTNQTR
      • LASTNYEAR
      • MONTHPERIOD
      • MOVINGAVERAGE
      • MOVINGSUM
      • MTD
      • NEXTNDAY
      • NEXTNMONTH
      • NEXTNQTR
      • NEXTNYEAR
      • QTD
      • QTRPERIOD
      • SHIFT
      • TOTALYTD
      • TOTALQTD
      • TOTALMTD
      • VALUEAT
      • YEARPERIOD
      • YTD
    • Other operators
    • Identifiers
      • CLOSEDPERIOD
      • COLUMN.DATE
      • COLUMN.PARENT
      • COLUMNS
      • CURRENT_PERIOD
      • DESCENDANTS
      • FORECAST.CLOSED_END
      • FORECAST.CLOSED_START
      • FORECAST.OPEN_END
      • FORECAST.OPEN_START
      • GROUP INDEX
      • HAS
      • HAS_ALL
      • HAS_SOME
      • LEAVES
      • LEVEL
      • LOGGEDIN_EMAIL
      • LOGGEDIN_NAME
      • MATCH
      • MAXDATE
      • MEMBERS
      • MINDATE
      • RELATIVE
      • RELATIVE_COLUMN
      • ROW.PARENT
      • ROW.LABEL
    • Scripting functions
      • DISPLAYTOAST
      • EXPORT
      • LAYOUT
      • SETCFRULE
      • SETFILTER
      • SETFILTERBYINDEX
      • SETVISIBILITY
      • SHOWBETWEENPERIOD
      • SHOWCLOSEDFORECAST
      • TOPN
      • DISPLAY SETTINGS
        • SETBLANKLABEL
        • SETSUPPRESSZEROS
        • SETRAGGEDHIERARCHY
        • 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
Powered by GitBook
On this page
  • Style
  • Conditions
  • 1. Number
  • 2. Data selection
  • 3. Value
  • 4. Formula
  • 5. User selection
  • 6. Dates
  • 7. Conditional formatting for data input fields
  • 8. Rules for non-numeric measures

Was this helpful?

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

Rules (If conditions)

PreviousCreate ruleNextColor scale & data bars

Last updated 2 months ago

Was this helpful?

You can apply conditional formatting using font color, style, icons, or background based on one or more IF conditions.

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

STEP 1: Choose 'Rules (If conditions)' in the Format by dropdown. You can see two sections - Style and Conditions.

STEP 2: Using the Style section, you can format text based on color/style, apply a background color, or select icons.

STEP 3: In the 'Conditions' section, you can define conditions using options such as Number, Data selection, Values, Formula, and User Selection.

STEP 4: When you have inline charts in your reports, conditional formatting rules can be applied to the chart labels or the chart itself. Select the desired option(s) from the Impact on list. Notice how the bars for subcategories with sales > 20k are highlighted in blue.

Let's look at examples for each of these options.

Style

  • Font style: bold, italic, underline

  • Cell background

Highlight the cells that match a conditional formatting rule by applying a background color.

  • Font color

Apply a custom font color when a conditional formatting rule is met.

  • Cell borders

  • Adding icons or text

Display icons to apply conditional formatting on your data. You can also use custom icons by clicking the Upload Icon link.

You can position the text/icons with respect to the cell values. You can also choose to display only the icons or text and hide the cell values.

When you use icons, you have an additional option to align your icons in the grid. By default, the icons are left aligned.

  • Hiding values

Business reporting may require withholding certain information to protect strategic interests. You can use conditional formatting rules to mask values based on specific criteria.

  • Hatched fill pattern

Highlight your data with hatched cell backgrounds – this feature allows you to spotlight your data with hatched styling.

Conditions

1. Number

In this example, we are highlighting the subcategories where 2021 Actuals are greater than 10 million. Note that we have selected 'Bold' and selected 'Green' as the font color. The numbers field supports scaled entries such as 10m. Click 'Apply' once the changes are done.

2. Data selection

You can also use a cell value in the condition.

2.1. Select 'Data selection', click on the 'Set value' field and select a cell in the report.

Note:

  • In this example, we have used 'Values and Totals' as the 'Row hierarchy levels'. You can see a new field where you can choose whether conditional formatting needs to be applied to the row grand total or not.

  • We are also using a background color for the formatting.

2.2. Click on the 'select value from' field and click on a cell in the report. The value gets populated automatically. Click 'Apply'.

2.3. The formatting is applied to all the hierarchy levels where 2021 Actuals are greater than the selected value.

3. Value

You can apply conditional formatting based on another measure in the visual. Let's highlight 2021 Actuals when it is greater than the 2021 Plan.

Measures that were added from the data source, auto-calculated variances, columns/measures created using calculations, data input and simulations can all be used in the IF condition.

3.1. Click on the highlighted dropdown and select 2021 Plan. Click 'Apply'.

3.2. Note that conditional formatting is applied only to the totals - Categories, Regions, and Subregions since we have chosen 'Row hierarchy levels' as 'Totals' and included 'Row grand total'.

4. Formula

You can create simple formulas using either numeric values or measures. Let's highlight the records where 2021 Actuals are greater than the 2021 Plan by at least 5m. Configure as shown in the below image and click 'Apply'.

Tea & coffee in the East subregion is the only record that matches the given condition.

The 'Add condition' option lets you create nested AND/OR conditions.

Let's consider another example where the conditions are Q4 2021 Actuals greater than 10m, the Category is Beverages and the Sub-regions are Pacific and East.

STEP 1: Configure the settings as shown below for the first condition. Click on 'Add condition'.

STEP 2: You can see another condition with default selections and an option to select AND/OR. Let's select 'AND' and 'Category' from the highlighted dropdown.

STEP 3: You can see several options as shown in the below image. Let's go with the default option.

STEP 4: In the 'Choose members' dropdown, select 'Beverages'.

STEP 5: Let's now add the third condition. Click on 'Add condition'. In the highlighted dropdown (2021 Plan), select 'Sub Region'.

STEP 6: Select Pacific and East in the dropdown as shown below. Click 'Apply'.

STEP 7: You can see that the rows for Juices and Soda for East and Pacific are highlighted based on the three conditions.

5. User selection

You can apply conditional formatting based on a selection during runtime ie. in the reading view. Let's consider a case where we want conditional formatting to be applied to 2021 Actuals based on a Variance value selected during runtime.

STEP 1: Configure as shown in the below image. Note that 2021 Actuals is set in the 'Apply to' field and 'Variance' in the IF condition. Click on the dropdown and select 'Variance'.

STEP 2: Let's also add an icon. Click on the 'Icon' checkbox. There are several customization options.

STEP 3: Click on the icon dropdown and choose the flag icon.

STEP 4: Change the flag color to green and the font color to black. Click 'Apply'.

STEP 5: Click on a value in any of the variance columns. You can see flag icons in the 2021 Actuals column where the variance is greater than the selected variance.

6. Dates

With Inforiver, you can compare date dimensions in rows and columns and automatically format cells based on the comparison. Let's add date dimensions in the row and column parameters. To compare two date dimensions, select the Compare Date option. In the example below, we used conditional formatting to highlight the cells where the order date exceeds the ship date.

In the example above, we compared each ship date against each order date and highlighted the cells with the order date greater than the ship date. Instead of comparing each cell, you can also compare a date dimension with the minimum or maximum value of another date dimension. To demonstrate this, let's highlight the cells with the order date greater than the minimum ship date.

You can compare date dimensions against static dates using the Selected Date option and specify the date to be compared against.

7. Conditional formatting for data input fields

Highlight your data input fields like number, dropdown, and person columns with conditional formatting. When users enter values, you can specify rules to automatically apply formatting when the rules are satisfied e.g. spotlight the cells when the budget entered exceeds a certain limit.

8. Rules for non-numeric measures

You can apply conditional formatting to non-numeric measures using conditions like is blank/is not blank/contains/does not contain, etc. In this example, we've set a hatched background for the cells with blank customer names.

Set the font style based on conditional formatting rules. Notice how we've applied Bold, Italics, and Underlined the values that satisfy the condition. Click on the icon to apply a color for the underline.

Highlight cells that satisfy the conditional formatting rule by setting a custom border. You can choose the border color by clicking the icon.

In the next section, we'll be covering .

Color scale
Create Rule
Choosing Rules (If conditions)
Format by rules
Impact on
Font style
Cell background
Font color
Applying borders
Applying icons
Using icons and text
Aligning icons
Left-align option disabled
Hiding values
Hatched CF
Conditional formatting based on a numeric input
Applying background color to values and totals
Selecting data from the report
Conditional formatting based on data selection
Conditional formatting based on another measure
Conditional formatting when 2021 Actuals > 2021 Plan
Conditional formatting based on formula
Conditional formatting based on formula
Nested conditions
Adding an AND condition
Options for category
Selecting a category
Adding a third condition
Selecting multiple regions
Conditional formatting based on nested conditions
Conditional formatting based on user selection
Adding an icon
Customizing the icon
Customizing the icon color
Conditional formatting based on user selection
Compare date dimensions
Highlight cells with order date greater than minimum of ship date
Compare against static dates
Conditional formatting for data input fields