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Reporting & Writeback Matrix Docs
Reporting & Writeback Matrix Docs
  • Introduction to Inforiver
    • Why Inforiver
    • Get Started
      • Installing Inforiver for yourself
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  • Working with Inforiver
    • 1. Build your first Inforiver report
    • 2. Displaying information
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    • 3. Basic interactions
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        • Top N + others
      • Sort & reorder data
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    • 4. Adding business logic and formulae
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      • 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
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      • Manage inserted rows
      • Manage inserted measures & columns
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    • 6. Working with charts
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    • 5. Conditional formatting
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    • 7. Planning, budgeting & forecasting
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          • Forecast using a Blank Template
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    • 9. Commenting and collaboration
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    • 10. Exporting reports
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    • 12. Data writeback
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      • Logs
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    • 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
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        • Text
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    • 19. Leveraging Power BI bookmarks
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    • Identifiers
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      • FORECAST.CLOSED_START
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    • Scripting functions
      • DISPLAYTOAST
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      • LAYOUT
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      • SETFILTER
      • SETFILTERBYINDEX
      • SETVISIBILITY
      • SHOWBETWEENPERIOD
      • SHOWCLOSEDFORECAST
      • TOPN
      • DISPLAY SETTINGS
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        • SEPARATOR
        • SETCOMBINECOLUMNHEADER
        • SEMANTICFORMAT
        • SHOWNULLAS
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        • 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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On this page
  • 1. Cell-level notes
  • 2. Header-level notes
  • 3. Report-level notes
  • 4. Roll-up notes
  • 5. Footnotes
  • 6. Notes column
  • 7. Hide notes
  • 8. Settings
  • 9. Marker mode

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  1. Working with Inforiver
  2. 9. Commenting and collaboration

Notes

Previous9. Commenting and collaborationNextComments

Last updated 2 months ago

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Notes are static text added to a data point or visual to give some descriptive details.

Observe that notes do not have options for a reply and do not capture time stamps.

You can insert notes at a cell level, row/column header level, as notes column, and as footnotes.

Inforiver also provides an option to add notes at the report level as shown below.

In reports with large number of hierarchies, you can see notes rolled up at the subtotal and grand total level even if the hierarchies are collapsed. This enables executives to see collapsed and summarized reports but still see exception notes rolled up at the parent levels.

  • Notes added in reading mode will not be saved to the base report. Report users can however export notes.

Notes configuration options are shown:

Notes will not be retained when switching between layouts. For example, notes added in the Measure on Rows layout will not be available if you change the layout to default.

1. Cell-level notes

1.1. Let's see how to add notes. Click on a cell, click 'Notes', and then 'Add new note'.

To add the same note for multiple cells, Ctrl + click to select each cell, then add a note.

1.2. An editor opens where you can add hyperlinks and apply rich formatting. Enter a note as shown below.

1.3. Try out the formatting options as shown below. Click 'Save'.

1.4. You can see an indicator and as you hover over it, you can see the note.

1.5. All the notes added to the report can be seen in one place. Click 'Notes' and 'View all notes' from the dropdown. The cell-level notes can be seen in the 'All' tab.

1.6. You may need to enter a note that applies to multiple cells, for example, a particular marketing strategy may have contributed to the increase in sales for specific regions and quarters. You can select a series of cells and add a single note that applies to all of them.

2. Header-level notes

2.1. To add a note at the row or column header level, select the row/column. Click on the 'Notes' icon. A side panel opens providing a large screen editor.

2.2. Enter the note. Let's now change the color of the notes indicator. Click on a different color from the bottom of the side panel.

2.3. You also have the option to select a custom color for the indicator. Click on the multicolored icon as highlighted in the image.

2.4. In addition to the formatting options available for cell-level notes, you also have numbered/bulleted lists. Click 'Save'.

2.5. Header-level notes are visible both in the side panel and on hover.

2.6. Similarly, select a row and add a note. You can edit/delete the note using the corresponding icons on the right.

3. Report-level notes

With Inforiver, you can also add notes and explanations at the report level as shown below.

3.1. Click on 'Notes' and then 'Report Summary'. In the 'Report Summary' side panel, enter the note.

3.2. On clicking 'Save', the note gets displayed in the side panel. You can edit/delete the note by clicking on the corresponding icon in the top right.

4. Roll-up notes

If you add a note at the leaf node level in a hierarchical data structure, the notes will automatically roll up to the total/subtotal level even when the leaf nodes are collapsed. To configure roll-up notes, in 'Settings' -> turn on the 'Roll-up indicator' toggle as shown in the below image and click 'Apply'.

In the below image, notes have been added at the sub region level. By clicking on the rollup indicator at the region level, you can see the consolidated notes.

5. Footnotes

Notes can be viewed as footnotes are an integral part of financial statements and provide supplementary information such as the accounting method used or an explanation of important financial results.

To enable footnotes, in the 'Notes' dropdown, turn on the 'Footnote' toggle. You can see the footnotes as highlighted.

6. Notes column

Row-level notes can be added in a separate column.

6.1. Enable the Notes Column toggle from the Notes dropdown menu.

6.2. A notes column gets added. Double-click on a cell and start typing in the rich text editor. You can apply formatting such as bold, italic, underline, font/background color, and hyperlinks.

7. Hide notes

7.1. To hide the footnotes, turn off the footnote toggle.

7.2. To hide the notes column, turn off the notes column toggle.

7.3. To hide the cell, header, and report-level notes, turn on the 'Hide all notes' toggle. Note that by using this option, all the notes including the footnotes and notes column are hidden.

8. Settings

You can customize the notes indicator, position, footnote height, and more.

8.1. Click on 'Settings' from the 'Notes' dropdown.

8.2. A dialog box opens. The default selections are shown in the below image.

8.3. There are a number of indicator types such as numbered, lettered, arrow, etc. Indicators can also be resized. By default, indicators are to the left of the cell. We have made changes to the default settings and the result is shown in the below image.

The notes indicator can be set at the report level (as shown above), in which case all notes in a report would have the same indicator. You can set individual indicators for each note as well.

9. Marker mode

Marker Mode can be used to highlight important observations during presentations. Markings are temporary and can be cleared.

9.1. In the Notes dropdown, click the Marker Mode option.

9.2. A marker icon is enabled on the canvas.

9.3. Sample freehand markings are shown in the image below.

9.4. Markings can be erased using the Clear Marker option. Switching to another tab also results in the markings getting erased.

9.5. Customize markings from Notes Settings.

You can set the color, shape, and width of markers.

You can notes along with the report in Excel and PDF. You can also to databases, shared drives, or URLs.

6.3. You can delete a particular note in the Notes column by hovering over it and clicking the icon.

In the next section, we'll look at Inforiver's capability.

export
write back
data-level commentary
Notes - Overview
Notes in Inforiver
Data level notes
Report level notes
Roll-up notes
Notes configurations
Adding a new note
Notes editor
Applying rich formatting
Notes is visible on hover
Cell level note in the notes panel
Single note for multiple cells
Header level notes
Changing the indicator color
Custom color for note indicator
Adding numbered/bulleted lists
Header-level notes
Row category note
Report level note
Report level notes added
Roll-up indicator
Rolled up notes
Footnotes
Notes column option
Adding notes
Deleting notes
Hiding all notes
Customization options for notes
Default settings for notes
Changes made to the indicators and footnotes
Notes indicator
Marker mode option
Marker mode enabled
Sample markings in the report
Clearing markings
Marker customizations