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Reporting & Writeback Matrix Docs
Reporting & Writeback Matrix Docs
  • Introduction to Inforiver
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  • Working with Inforiver
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    • 3. Basic interactions
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    • 4. Adding business logic and formulae
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          • Forecast using a Blank Template
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      • Set version
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    • 13. Context awareness
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    • 15. Managing Inforiver Writeback Matrix visuals
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      • Duplicating Writeback Matrix Visuals - Best Practices
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    • Scripting functions
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    • Miscellaneous functions
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  • Advanced topics
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  • Infobridge
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        • Append
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    • 4. Manage sources
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    • 6. Insert measure from bridge
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    • 9. Data transformations
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    • 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. Prerequisite
  • 2. Search a series
  • 3. Map measures
  • 4. Variance analysis
  • 5. Manage columns

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  1. Working with Inforiver
  2. 7. Planning, budgeting & forecasting

Set version

PreviousCreating daily and weekly forecastsNext8. Paginated reporting

Last updated 1 year ago

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'Set version' can be used to compare two or more measures in the report and calculate absolute and percentage variances automatically. One-click variance analysis of measures such as current year, plan, forecasts or budgets using templates can also be achieved.

Click on 'Set version' in the 'Insert' tab of the toolbar. The current AC, PY, PL and FC mapping is shown along with other measures created in the visuals - such as simulations and budgets.

AC, PY, PL and FC are IBCS terminologies for the business scenarios Actuals, Prior year, Plan and Forecast respectively. According to IBCS, scenarios with different meanings should be presented differently and they recommend the solid, outlined, hatched notation​ where AC is in black, PY in grey, PL is outlined and FC is hatched.

1. Prerequisite

A minimum of two series is required to enable 'Set version'.

2. Search a series

In case there are a large number of series in the report, use the 'Search' box to find a specific series as highlighted below.

3. Map measures

The default mapping can be modified by

a) Unchecking the measures to be removed from the measures field or from the 'Series' section

b) Dragging and dropping the series in the corresponding measure field

The measure mapping is modified as shown below.

4. Variance analysis

Once the measure mapping is done, click on 'Variance analysis'.

The best-suited IBCS template gets applied. In this case, the T03 Measure rows template has been used.

If you want to visualize using a different template, you can select from the side panel. In this case, the T04 Variance waterfalls template has been used.

5. Manage columns

Another way to access the 'Set version' dialog box is using 'Manage columns'. Click on 'Manage columns' and then the settings icon.

Select the 'Versions' tab as shown in the image. You can see the same dialog box that was explained earlier.

In the next section, we'll look at .

paginated reports
IBCS
Set version
Searching a series using the search box
Mapping measures
Measure mapping updated
Variance analysis
IBCS template applied
Choose a different IBCS template
Manage column
Manage columns - Versions