6. Working with charts

With Inforiver, you can include a wide variety of charts and visualizations in your matrix reports in a single click. For a quick look at all the charts and visualizations available in Inforiver, refer to basic inline charts.

A detailed explanation of every chart type along with their corresponding customization options has been elaborated in the upcoming sections.

Apart from the customization options that are available for specific chart types and variations, there are certain customization options that are common for all chart types.

To add a row-level chart, select a measure(s) and select the chart type from the Chart section of the Home ribbon.

Adding a row-level chart

1. Overview

• Sparklines - Incorporate sparklines, spark columns, and their variants such as the win-loss trend to capture performance over time
• Bullet charts & clustered bars - Utilize different types of bullet charts, including the normalized bullet visualization (proposed by International Business Communication Standards) and clustered bars for tracking performance
• Stacked charts - Highlight distribution across categories using stacked charts
• Waterfall charts - Visualize the breakdown of the total change in a value, such as a financial metric like net income or cash flow using waterfall charts
• Bar & pin charts - Deliver bar and lollipop/pin charts for highlighting the magnitude and significance and also to compare multiple measures and visualize absolute and relative variances
• Changes/deviation charts - Track changes over time or with respect to benchmark by using dot plot, arrow plot, dumbbell plot & range plots

2. Basic customizations

Here we have listed down the common customization options and their functionalities.

2.1. Scale

Using this option you can configure the scaling of the data label. The available scaling options are

• Universal - This is the default option and it indicates the contribution of the data metrics to the grand total, provided the grand total is enabled.

• By level - This indicates the contribution of the data metrics to each row and displays the chart only for the last expanded level

• Parent scale - This indicates the contribution of the data metrics to their parent level.

Scaling by level

Scaling by parent level

2.2. Label

This option lets you display data labels for all measures, specific measures, or none.

Label option

2.3. Color

This option lets you change the color of the data label of individual measures.

Color option

Clicking on the 'Color palette' icon to the right of a measure name will open up a 'Color picker' modal in which you can select the color of the data label of chosen measure.

Color picker

2.4. Remove chart

Clicking on this option will remove the inserted chart from the report.

Remove chart option

Navigate to the next section to learn more about sparkline charts.