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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 rule
  • 2. Color scales
  • 3. Classification
  • 4. Data bars
  • 5. Action Analysis
  • 6. Bubble charts

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  1. Working with Inforiver
  2. 5. Conditional formatting

One-click options

Previous5. Conditional formattingNextCreate rule

Last updated 9 months ago

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With Inforiver, you can perform various conditional formatting actions in a single click. Options include semantic formatting, color scales, segmentation, icons, ratings, data bars and many more.

A big benefit of the one-click setting is that you do not need to create rules from scratch. After you create a quick rule, you will have the option to customize it in a detailed manner if your report requires it.

1. Quick rule

Quick rule allows you to highlight the positive and negative values in the visual in a single click. Under 'Quick rule', there are two options - 'Positive' and 'Negative'.

The one-click conditional formatting options are enabled only if a cell/column is selected.

a) Select a column. You can highlight values greater than or equal to zero in green by clicking on the 'Positive' option.

b) Similarly, you can highlight values lesser than or equal to zero in red by clicking on the 'Negative' option.

2. Color scales

A wide variety of color scales such as sequential, qualitative, diverging, continuous and continuous-diverging can be applied in a single click.

a) Choose any column or cell and click on Conditional Formatting -> Color scales. Choose any of the color scales shown.

b) A sample heatmap using the sequential color scale is shown below. Notice that the font colors are automatically adjusted to be in contrast with their backgrounds for enhanced readability.

3. Classification

You can apply conditional formatting based on icons/ratings and even deliver ABC segmentations in a single click. As you click on 'Classification', you can see the following options.

Let's look at an example for the three categories - Text, Icon set, and Rating.

3.1. Text: Text-based classification is commonly used to categorize performance. A sample report with ABC classification is shown in the below image.

3.2. Icons: You can deliver conditional formatting using icons in a few clicks. Here is an example where items that contribute the most to sales are highlighted.

3.3. Ratings: You can use ratings such as the star-based ratings commonly seen in e-commerce sites in the product feedback section.

4. Data bars

Data bars can be used to insert colored bars inside a cell to show how a given cell value compares to others.

a) On clicking 'Data bars', you can see the following options. Select any of the options.

b) Data bars get added as shown in the image making it easy to spot the highest and lowest values at a glance.

5. Action Analysis

a) Action dot

Action dots represent the degree to which the cell values deviate from the desired range/value in the measure. Adding them to the cells helps you assess how the quantities compare to the middle value or any desired value in the measure.

  1. Select any measure to which you want to add them. Click Conditional Formatting -> Action Analysis -> Action Dot.

  1. By default, Inforiver provides custom color ranges based on values or percentages. Click Apply. Find below a sample report with action dots applied to the Profit measure.

The color scale indicates a positive or negative deviation, and the number of dots represents the magnitude of the difference, with which you can focus on the values that diverge the most.

b) Action Color

Action colors are a variation of action dots in which the degree of divergence of cell values from the target value is expressed by color gradients. The color scale denotes a positive or negative deviation, while the gradient intensity indicates the magnitude of the deviation.

  1. Select any measure to which you want to add them. Click Conditional Formatting -> Action Analysis -> Action Color.

  1. By default, Inforiver provides custom color ranges based on values or percentages. Click Apply. Find below a sample report with action colors applied to the Profit measure.

6. Bubble charts

You can use bubble charts to gauge the magnitude of a measure instantly and for quick comparative analysis.

The bubble size can be determined by comparing values in the same column or within the same row. You can also use a different measure to determine the size of the bubble.

To learn more about customizing color scales, visit .

To learn more about customizing classifications, visit .

To learn more about customizing data bars, visit .

The conditional formatting side panel provides options to customize the action dots and action colors. The options are similar to the color scale, data bars, and classification which are explained and . The middle percentage option is used to set the desired median percentage value from which the spread is calculated.

You can use the side panel to customize your rules. In the next section, we'll look at the .

this section
this section
advanced options
this section
here
Quick rule
Highlight positive values
Highlight negative values
Color scales
Sequential color scale
Classification
ABC classification
Icon-based conditional formatting
Star-based ratings
Data bars
Data bars
Action Dot
Action dots applied to Profit
Action Color
Action Colors applied to the Profit
Bubble chart conditional formatting
Bubble charts
here