Text, checkbox & date

In addition to number and dropdown input columns, you can also use columns of types text, checkbox and date to capture manual data.

Let's cover them one by one.

1. Text

Text columns or measures can be inserted to capture text.

a) Select 'Text' from the Data Input dropdown.

b) The text column side panel is shown in the image below.

You can choose to insert as a visual measure or column. Text entry can be enabled or disabled in the total/subtotal rows using the 'Allow entry on total/subtotal rows' checkbox. Input access can be configured using the 'Allow input' option. You can also set field validations which will be discussed later in this section.

Click 'Create'.

c) The text column gets inserted. Double-click on any of the cells and start typing the text in the editor. Press Enter to commit the text entry.

Word wrap

Inforiver provides an option to wrap the text for long entries that get truncated.

Click on the word wrap icon in the Home ribbon to wrap text as per the width of the field.

Text validations

Inforiver provides the ability to add data validations for text inputs. You can add validations to check the length, and data type (numeric/text/alphanumeric).

You can also enforce that a text entry should be an email or URL or even provide a regular expression using the Custom option.

For example, if you choose email as Field Validation and the data entered is not a valid email ID, Inforiver will generate a pop-up error notification.

2. Checkbox

Checkbox columns or measures can be inserted to capture binary inputs. Click on 'Checkbox' in the 'Data input' dropdown.

The checkbox column side panel is shown in the below image.

You can choose to insert as a visual measure or column. Entry can be enabled or disabled in the total/subtotal rows using the 'Allow entry on total/subtotal rows' checkbox. Input access can be configured using the 'Allow input' option.

Click 'Create'.

Click on any of the cells to check the checkbox.

3. Date

Date columns or measures can be inserted by clicking on 'Date' in the 'Data input' dropdown. You can insert an empty column or copy the dates from the rows in the report.

i) Create an empty series

When you select this option, an empty date column is created and the side panel opens as shown in the image.

You can choose to insert it as a visual measure or column. Entry can be enabled or disabled in the total/subtotal rows using the 'Allow entry on total/subtotal rows' checkbox. Input access can be configured using the 'Allow input' option.

You can also configure other optional fields as below:

The date format can be changed by clicking the 'Format' dropdown. Choose the desired format.

You can define the minimum and maximum date ranges for the date input. You can enter both dates to specify a range or select only the minimum or the maximum date. Click on the calendar icon and choose a date.

After selecting the date ranges, click 'Create'.

The date column gets inserted. To enter data, double-click on a cell. Select a date from the calendar/date picker.

The date gets captured in the chosen format.

ii) Copy from rows

If your report has a list of calendar dates in the row dimension, and you want to replicate the same dates in an input column, you can use the ‘copy from rows’ option, instead of manually entering it for each record.

Inforiver automatically detects the date format which can be verified from the pop-up that opens.

In rare cases when the format mapping is not as expected, you can map them manually and click Submit. The date column is inserted as shown, following the dates in the rows. By default, the first of January is considered the fiscal year's start.

You also have the option to select the start of the fiscal year while copying the dates. Click 'Change fiscal year start' to choose.

In the below example, the fiscal year start is set to April 5th. Click Submit to insert.

The date column is inserted with the specified fiscal month and date.

In the next section, we'll cover the data input features available only in Inforiver Enterprise.