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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
        • Whitelist Inforiver IPs
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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
        • 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
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      • Blend measures
      • Dynamic measure headers
      • Context menus
        • Column gripper
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      • Actions
        • Rails
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    • 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
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        • 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
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    • 5. Conditional formatting
      • One-click options
      • Create rule
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        • Color scale & data bars
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      • 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
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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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      • Logs
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    • 13. Context awareness
    • 14. Manage aggregation
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    • 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
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    • 18. Variables
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    • 19. Leveraging Power BI bookmarks
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    • Date functions
      • DATEADD
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      • SOMONTH
      • SOQTR
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      • YEAR
    • Time intelligence functions
      • AGGREGATE
      • FILTER
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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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      • MATCH
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      • MINDATE
      • RELATIVE
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      • ROW.PARENT
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    • 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
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  1. Working with Inforiver
  2. 7. Planning, budgeting & forecasting
  3. Forecasting
  4. Common Scenarios

Forecast using a Blank Template

PreviousCommon ScenariosNextForecast using Existing Data

Last updated 1 year ago

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A common requirement for organizations is to forecast using a blank template in Power BI, just as we would do with Microsoft Excel. Data may be entered by a single individual, or by many individuals across the organization.

Let us explore how we can set this up quickly in Power BI using Inforiver.

In our case, ACME Inc. wants to create sales forecasts for all four quarters of the year 2024 for each geography. These are the steps involved.

  1. Launch Inforiver Matrix visual.

  1. Assign Region & Sub Region categories to rows and Quarters to columns. You will have a blank table structure.

  1. We will now create a data input field (a forecast measure) so that users can type in their values. To do this, click on Insert -> Data Input -> Number (since it is a numeric field type) -> Insert a new empty series.

  1. Name the column 2024 Forecast and click on Create.

  1. You will get a blank template with four columns. You can also add additional fields of other types (text, multi-select, date, etc.) using the same Data Input menu shown earlier.

  1. Let us go ahead & add these fields:

  • a 'Person' column for inputting users' names from the organization. The list of names comes from the Office365 directory.

  • a 'Status' text drop-down field, and

  • a 'Remark' column for entering multi-line comments.

  1. Let us start entering our forecasts now. Double-click the value for Q1 for the APAC region. A formula bar appears above the table. Type in ‘10m’ in the formula bar.

  1. Press Enter, and the APAC values automatically roll up to the International region and All (company-level total). This makes hierarchical budgeting easier without having to write formulas at each parent level.

  1. Similarly, you can go ahead by filling out values for the other granular regions. Assign the people & status fields to each row.

Just like we entered the values, other users in the organization also can enter the values for their respective regions.

This is how a sales forecast can be done using Inforiver with a blank template in Power BI. In the , we'll learn to forecast using the existing data.

next section
Launch Inforiver
Create a blank report
Create Data Input fields
Name the forecast columns
Blank Template with 4 forecast columns
Add other fields
Enter forecast values
Automatic roll-up to the top levels
Assign people and status