> For the complete documentation index, see [llms.txt](https://docs.inforiver.com/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://docs.inforiver.com/~/changes/mS6jwvARNLHpKqBa4cT9/working-with-inforiver/1.-build-your-first-inforiver-report.md). # 1. Build your first Inforiver report This guide is designed to get you up and running with Inforiver Matrix & Enterprise as quickly as possible. If you have not already installed Inforiver, see the install guide [here](/~/changes/mS6jwvARNLHpKqBa4cT9/introduction-to-inforiver/get-started.md). The datasets used throughout the guide can be downloaded below. You can also use your own datasets and follow the steps outlined. {% file src="/files/T4W6WvNgDUrWh2gXUrq0" %} Sample dataset used in the guide {% endfile %} ### 1. Add the visual The first step to using Inforiver is to add it to the Power BI canvas. Click on the Inforiver icon in the visualization pane. Resize it to fill the entire screen.

Add Inforiver visual to the canvas and expand to fullscreen

{% hint style="info" %} *Inforiver can be used with other native and custom Power BI visuals, but throughout this guide, we will be using Inforiver in full-screen mode for the best experience.* {% endhint %} To start building reports in Inforiver, a) Use the Launch Wizard (optional) and b) Start assigning the data The Launch Wizard is used to configure the initial report view by applying customizations such as theme, templates, and subtotals/totals. These changes can also be made once the data is assigned. ### **2. Launch wizard** a) Once you expand to full screen, you can see the 'Get Started' section in the Launch Wizard. Click on 'Start building'.

Start building using the Launch Wizard

b) The customization screen opens up. You can apply a template such as financial, change the subtotal position, enable/disable grand total and apply a light/dark theme.

You can apply a template, configure the subtotals position, enable/disable grand total and apply a theme

c) As you configure, the changes get reflected in the preview screen.

Preview changes

Once you have made the desired configurations, you can start adding the data as explained in [assign data](#3.-assign-data). ### **3. Assign data** Similar to using a pivot table, to use the visual you need to specify 3 things: * Rows * Columns (optional) and * Values If you’ve used pivot tables before, this experience should feel familiar. Or if you have experience with Power BI, then this process is identical to any other Power BI visual, especially a table or matrix visual. In the below image, Region hierarchy, Category & Year and Sales have been assigned as Rows, Columns & Values respectively.

Assign row, column and value fields

You can see that the canvas shows a matrix based on the data assigned. Notice that the position of subtotals and grand totals that were defined in the Launch Wizard have been applied. {% hint style="info" %} You can also add dimensions like category or region in the Values(AC) section or in the PY/PL/FC sections. Special characters in the data like % or # symbols will be supported and displayed as is. {% endhint %} {% hint style="info" %} Inforiver Enterprise requires the report creator's sign-in while creating the report. Without creators signing in, other users will be able to view the report but will not be able to save any changes made to the report. Interactions with the report would mimic using a free version of Inforiver {% endhint %} In the next section, we'll be covering how to [display information](/~/changes/mS6jwvARNLHpKqBa4cT9/working-with-inforiver/2.-displaying-information.md) using Inforiver. --- # Agent Instructions This documentation is published with GitBook. GitBook is the documentation platform designed so that both humans and AI agents can read, navigate, and reason over technical content effectively. Learn more at gitbook.com. ## Querying This Documentation If you need additional information that is not directly available in this page, you can query the documentation dynamically by asking a question. Perform an HTTP GET request on the current page URL with the `ask` query parameter, and the optional `goal` query parameter: ``` GET https://docs.inforiver.com/~/changes/mS6jwvARNLHpKqBa4cT9/working-with-inforiver/1.-build-your-first-inforiver-report.md?ask=&goal= ``` `ask` is the immediate question: it should be specific, self-contained, and written in natural language. `goal` is optional and describes the broader end goal you are ultimately trying to accomplish on behalf of the user. GitBook uses it to tailor the answer towards what is most useful for that goal. The response will contain a direct answer to the question and relevant excerpts and sources from the documentation. Use this mechanism when the answer is not explicitly present in the current page, you need clarification or additional context, or you want to retrieve related documentation sections.