Analytics+ - getting started

Welcome to the Getting Started video for Inforiver Analytics+. This tutorial will guide you through how to navigate all the features of Inforiver Analytics+.

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We will cover the following sections in this video:

Chapter 1: Introduction [00:00]

• About Inforiver Analytics+, a Power BI and IBCS Certified tool.

• Overview of features: over 100 chart types, KPI cards, and table capabilities.

Chapter 2: Importing Inforiver Analytics+ [00:22]

• Steps to Import Inforiver Analytics+ from AppSource

  • Click on the three dots in the Visualization Pane and select "Get more visuals."

  • Search for "Inforiver Analytics+" from AppSource and click "Add" to include it in your report.

• Adding the Visual to Your Report

  • Once imported, you'll find the icon directly in your Visualization Pane.

• Placing the Visual on the Canvas and Assigning Data Fields

  • Click and add the Inforiver Analytics+ visual onto your canvas and assign your data fields to the respective data wells.

Chapter 3: On-Canvas Customization [00:54]

• Modern Toolbar UX

  • Differences from other Power BI visuals.

  • Managing properties through the toolbar and on-canvas contextual properties.

• Customizing Visual Elements

  • Changing chart types, colors, patterns.

  • Switching between recommended chart types.

  • Configuring X-Axis and Y-Axis.

  • Data Labels and in-built title customization.

Chapter 4: Floating Toolbar and Focus Mode [01:52]

• Floating Toolbar

  • Accessing the floating menu for mode, chart type, and visibility changes.

  • Quick access to settings, conditional formatting, themes, pivot views, and summary tables.

  • Reading view preview and returning to edit mode.

• Focus Mode

  • Full Toolbar ribbon for a streamlined creator experience.

  • Additional customization and advanced settings.

Chapter 5: Toolbar Ribbon Overview [02:28]

• Toolbar Tabs

  • Chart, Card, and Table mode tabs.

  • Common groups and key features in each mode.

• Chart Mode Toolbar

  • Visualization, Category, Measure, Data, Display, Story, and Action groups.

• Key Features From Toolbar

  • Detailed look at important options like Conditional Formatting, Top N, Sorting, Themes, and Trellis Settings.

Chapter 6: Storytelling and Analytics [05:54]

• Story Group

  • Analytics options: reference lines, bands, error bars, trend lines, pareto analysis, moving average.

  • Deviation and CAGR lines.

  • Annotations for data points and canvas.

Chapter 7: Chart Wizard [07:08]

• Guided Setups

  • Using the Wizard for guided setups.

  • Predefined Scenarios for complex workflows.

  • Steps to build a customized visual using the Wizard.

Chapter 8: Pivot Data and Summary Table [07:52]

• Pivot Data

  • Flexibility for different kinds of analysis.

  • Filter Tab and advanced data settings.

  • Creating new measures within Pivot data.

• Summary Table

  • Displaying data in a tabular format.

  • Editing data, updating category names, creating calculated rows.

Chapter 9: Advanced Settings [09:01]

• Advanced Settings Gear

  • Detailed configurations across Canvas, Axis, Number, Legend, and Others tabs.

  • Special properties for different visuals.

Chapter 10: Card Mode [10:18]

• KPI Mode

  • KPI presets for generating insightful KPIs.

  • Customizing variances, adding containers, and arranging elements.

  • Supported chart types and format options.

Chapter 11: Table Mode [11:01]

• Table Customization

  • Formatting rows, columns, and cells.

  • Quick format options.

  • Converting numeric columns into charts.

  • Adding Notes column for annotations.