# Writeback Matrix

### Overview

<table data-header-hidden><thead><tr><th width="388"></th><th></th></tr></thead><tbody><tr><td><a href="/pages/0boxpCuc0lwTiXl72NN0">Enterprise Planning &#x26; Performance Management in Power BI</a> (03:50)</td><td>Watch as we demonstrate real-time writeback, scenario planning, and dynamic allocation.</td></tr><tr><td><a href="/pages/anoolWGUlGK4VT445vmp">Real-Integrated Planning in Power BI</a> (4:39)</td><td>Discover how Inforiver brings real-time integrated planning to Power BI, enabling businesses to build advanced planning applications effortlessly. </td></tr><tr><td><a href="/pages/nr5s8UtiPvqT9KT0m13u">Top 5 Driver-Based Planning Techniques in Power BI</a> (3:18)</td><td>Explore the top 5 driver-based planning use cases across industries using the Inforiver Matrix in Power BI!</td></tr><tr><td><a href="/pages/ogqk2rk9WKr6anFsHSVP">Power BI Writeback - A deep dive</a> (13:11)</td><td>See how Inforiver brings Writeback functionality to Power BI in action!</td></tr></tbody></table>

### Overview to Features

<table data-header-hidden><thead><tr><th width="299"></th><th></th></tr></thead><tbody><tr><td><a href="/pages/qLyroBlZjj0G1owVatZy">Overview of Inforiver Writeback Matrix</a> (03:35)</td><td>Learn how to writeback budgets, plans and forecasts, have cell-level conversations &#x26; schedule reports</td></tr><tr><td><a href="/pages/knh3XWg1HJA6RWeAYMIq">Collaborative commenting </a>(01:41)</td><td>Seamlessly collaborate inside a Power BI report with cell-level commenting and instant notifications </td></tr><tr><td><a href="/pages/7lLIBf32aWEj0jvRsDEn">Schedule, burst &#x26; broadcast reports</a> (01:03)</td><td>Deliver paginated reports as PDF, Excel, or high-resolution images to Email, OneDrive, Teams and more</td></tr><tr><td><a href="/pages/E7BBo2LHwsITLi4UytW7">Data writeback</a> (01:26)</td><td>Seamlessly writeback your data and comments to databases, shared folders and URL destinations</td></tr><tr><td><a href="/pages/UPUqdNW5l2cdPla2Sfrh">Writeback to Fabric OneLake/Data Warehouse</a> </td><td>Seamlessly writeback to Fabric Lakehouse, Dataverse, and more</td></tr><tr><td><a href="/pages/aK8VX7cS1eA0bciMs6UD">Ad-hoc emails</a> (01:04)</td><td>Send ad-hoc, formatted PDF/Excel exports of the report by email to select recipients</td></tr><tr><td><a href="/pages/pxtAEVYNCiumqut4Y4Se">Dropdown lists</a> (02:27)</td><td>An ultra-fast, no-code solution for creating single and multi-select dropdown lists</td></tr><tr><td></td><td></td></tr></tbody></table>


# Overview

The Inforiver writeback matrix supports everything offered by Inforiver Reporting Matrix and more. It unlocks end-to-end Enterprise Performance Management capabilities, covering use cases such as planning, budgeting, forecasting, scenarios, and more.

<table data-header-hidden><thead><tr><th width="388"></th><th></th></tr></thead><tbody><tr><td><a href="/pages/0boxpCuc0lwTiXl72NN0">Enterprise Planning &#x26; Performance Management in Power BI</a> (03:50)</td><td>Watch as we demonstrate real-time writeback, scenario planning, and dynamic allocation.</td></tr><tr><td><a href="/pages/anoolWGUlGK4VT445vmp">Real-Integrated Planning in Power BI</a> (4:39)</td><td>Discover how Inforiver brings real-time integrated planning to Power BI, enabling businesses to build advanced planning applications effortlessly. </td></tr><tr><td><a href="/pages/nr5s8UtiPvqT9KT0m13u">Top 5 Driver-Based Planning Techniques in Power BI</a> (3:18)</td><td>Explore the top 5 driver-based planning use cases across industries using the Inforiver Matrix in Power BI!</td></tr><tr><td><a href="/pages/ogqk2rk9WKr6anFsHSVP">Power BI Writeback - A deep dive</a> (13:11)</td><td>See how Inforiver brings Writeback functionality to Power BI in action!</td></tr></tbody></table>


# Enterprise Planning & Performance Management in Power BI

Discover how **Inforiver** revolutionizes budgeting and planning with its no-code capabilities, seamlessly integrated into leading data platforms. This powerful tool enables business users to design robust applications for capturing inputs, managing approvals, and enabling collaborative workflows—all while ensuring governance and real-time data integration.

Key Highlights:

* **Capture Inputs**: Simplify data collection with an intuitive, Excel-like interface.
* **Manage Approvals**: Create structured workflows for seamless and accountable approvals.
* **Enable Cell-Level Comments**: Add contextual comments directly to cells for collaboration.
* **Ensure Audit and Governance**: Leverage built-in audit trails for data integrity and compliance.
* **Real-Time Writeback**: Update databases like SQL Server, Snowflake, and SAP HANA in real time.
* **Scenario Planning**: Enable strategic forecasting with multiple planning scenarios.
* **Dynamic Allocation**: Distribute resources flexibly across metrics and dimensions.
* **Excel-Like Interface**: Work within a familiar, pivot table-style layout enhanced by Inforiver's powerful platform.

{% embed url="<https://www.youtube.com/watch?v=tl8uRZcqvhA>" %}

## **Related resources**

#### Feature highlights

[Planning, Budgeting, and Forecasting](https://docs.inforiver.com/working-with-inforiver/7.-planning-budgeting-and-forecasting)

[Commenting and Collaboration](https://docs.inforiver.com/working-with-inforiver/8.-commenting-and-collaboration)

[Scheduling Reports](https://docs.inforiver.com/working-with-inforiver/11.-scheduling-reports)

[Data Writeback](https://docs.inforiver.com/working-with-inforiver/12.-data-writeback)

**Webinar**

[Manual Data Input, Comment & Writeback in Power BI using Inforiver](https://inforiver.com/webinars/manual-data-input-comment-writeback-in-power-bi-using-inforiver-with-july-2022-major-release-updates/)

[Power BI Report Delivery: Scheduling, Broadcasting, and Bursting Explained](https://inforiver.com/webinars/scheduling-broadcasting-bursting-reports-power-bi/)

**Blog**

[Scheduled writeback, row forecasts, and live-streaming dropdown values](https://inforiver.com/blog/whats-new/writeback-matrix-scheduled-writeback-row-forecasts/)

[10 key considerations for a commentary solution in Power BI](https://inforiver.com/blog/general/10-key-considerations-for-a-commentary-solution-in-power-bi/)


# Real-Integrated Planning in Power BI

Discover how Inforiver transforms Power BI into a **real-time integrated planning** powerhouse, enabling businesses to create advanced planning applications with ease. From salary and expense planning to unit pricing, sales, and cost of goods sold, consolidate all your financial data into a unified Profit & Loss statement. Manage approvals, run simulations, and seamlessly write back changes to your data platform—all without any coding expertise.

Key Features:

* **Advanced Planning Applications**: Design and implement planning workflows for salary, expenses, unit pricing, sales, and COGS.
* **Unified Profit & Loss Statement**: Consolidate all financial elements into a single, comprehensive view.
* **Approval Workflows**: Streamline and manage approval processes for data integrity and accountability.
* **Simulations and Scenarios**: Run dynamic simulations and what-if scenarios to explore different business outcomes.
* **Real-Time Writeback**: Update databases directly from Power BI in real time, ensuring data consistency.
* **No-Code Simplicity**: Empower business users to achieve complex planning tasks without the need for coding skills.
* **Unified Platform**: Seamlessly integrate planning, reporting, and analytics into one cohesive solution.

{% embed url="<https://www.youtube.com/watch?v=dfJ5g2h36UA>" %}

#### Feature highlights

[Infobridge](https://docs.inforiver.com/infobridge)

[Planning, Budgeting, and Forecasting](https://docs.inforiver.com/working-with-inforiver/7.-planning-budgeting-and-forecasting)

[Commenting and Collaboration](https://docs.inforiver.com/working-with-inforiver/8.-commenting-and-collaboration)

[Scheduling Reports](https://docs.inforiver.com/working-with-inforiver/11.-scheduling-reports)

[Data Writeback](https://docs.inforiver.com/working-with-inforiver/12.-data-writeback)

**Webinar**

[Real-time Integrated Planning with Reference Data Management in Power BI](https://inforiver.com/webinars/real-time-integrated-planning-with-reference-data-management-power-bi/)

[Introducing Real-time Integrated & Collaborative Planning in Power BI ](https://inforiver.com/webinars/introducing-real-time-integrated-collaborative-planning-inforiver/)

[Manual Data Input, Comment & Writeback in Power BI using Inforiver](https://inforiver.com/webinars/manual-data-input-comment-writeback-in-power-bi-using-inforiver-with-july-2022-major-release-updates/)


# Top 5 Driver-Based Planning Techniques in Power BI

&#x20;                                &#x20;

Explore the **top 5 driver-based planning** use cases across industries with Inforiver Writeback Matrix in Power BI! This walkthrough reveals how to implement innovative planning techniques, from macro-level strategies to detailed, finite-level plans. Witness real-time simulations, instant impact analysis, and data adjustments powered by drivers like growth, inflation, and market share, transforming the way businesses plan and adapt.

Key Highlights:

* **Macro-Level Planning**: Apply global assumptions to create overarching strategies for business growth.
* **Finite-Level Planning**: Dive deep into specific details for granular and precise planning.
* **Top-Down and Bottom-Up Planning**: Balance strategic goals with operational realities using hybrid approaches.
* **Top-Line Consensus Method**: Achieve alignment across teams by consolidating diverse inputs into unified forecasts.
* **Real-Time Simulations**: Instantly analyze the impact of changes using dynamic drivers such as growth, inflation, and market share.

{% embed url="<https://www.youtube.com/watch?v=poSVipplqIk>" %}

#### Feature highlights

[Planning, Budgeting, and Forecasting](https://docs.inforiver.com/working-with-inforiver/7.-planning-budgeting-and-forecasting)

[Commenting and Collaboration](https://docs.inforiver.com/working-with-inforiver/8.-commenting-and-collaboration)

[Scheduling Reports](https://docs.inforiver.com/working-with-inforiver/11.-scheduling-reports)

[Data Writeback](https://docs.inforiver.com/working-with-inforiver/12.-data-writeback)

**Webinar**

[Manual Data Input, Comment & Writeback in Power BI using Inforiver](https://inforiver.com/webinars/manual-data-input-comment-writeback-in-power-bi-using-inforiver-with-july-2022-major-release-updates/)

**Blog**

[Data-driven comments & conversations in Power BI](https://inforiver.com/blog/general/data-driven-comments-conversations-power-bi/)

[10 key considerations for a commentary solution in Power BI](https://inforiver.com/blog/general/10-key-considerations-for-a-commentary-solution-in-power-bi/)


# Power BI Writeback - A deep dive

In this comprehensive tutorial on Inforiver, we explore the advanced capabilities of Inforiver for Power BI users. Learn how to leverage no-code features for data input, forecasting, collaborative commenting, and writeback functionality, all seamlessly integrated into Power BI.

This session covers an end-to-end workflow for typical use cases, starting with loading the Inforiver visual onto a Power BI report canvas. We demonstrate how to set up dimensions like store, country, and product category in rows, time dimensions in columns, and revenue as a measure.

Additionally, discover the no-code writeback setup that supports popular databases like SQL Server, Azure SQL, Snowflake, Oracle, SAP HANA, Amazon Redshift, and more. We also discuss the configuration for on-premises databases within private networks using Inforiver Writeback Matrix.

Perfect for business users and analysts, this video is your guide to harnessing the power of Inforiver for smarter, collaborative reporting and forecasting.

{% embed url="<https://vimeo.com/891264921>" %}

#### Feature highlights

[Data Writeback](https://docs.inforiver.com/working-with-inforiver/12.-data-writeback)

[Planning, Budgeting, and Forecasting](https://docs.inforiver.com/working-with-inforiver/7.-planning-budgeting-and-forecasting)

[Commenting and Collaboration](https://docs.inforiver.com/working-with-inforiver/8.-commenting-and-collaboration)

[Scheduling Reports](https://docs.inforiver.com/working-with-inforiver/11.-scheduling-reports)

**Webinar**

[Manual Data Input, Comment & Writeback in Power BI using Inforiver](https://inforiver.com/webinars/manual-data-input-comment-writeback-in-power-bi-using-inforiver-with-july-2022-major-release-updates/)

[The Ultimate No-Code Data Writeback in Power BI](https://inforiver.com/webinars/ultimate-no-code-data-writeback-power-bi/)

[Why Inforiver is the Best Write-Back Solution for Power BI](https://inforiver.com/webinars/inforiver-powerbi-best-writeback-solution/)

**Blog**

[Data-driven comments & conversations in Power BI](https://inforiver.com/blog/general/data-driven-comments-conversations-power-bi/)

[10 key considerations for a commentary solution in Power BI](https://inforiver.com/blog/general/10-key-considerations-for-a-commentary-solution-in-power-bi/)


# Features

<table data-header-hidden><thead><tr><th width="299"></th><th></th></tr></thead><tbody><tr><td><a href="/pages/qLyroBlZjj0G1owVatZy">Overview of Inforiver Writeback Matrix</a> (03:35)</td><td>Learn how to writeback budgets, plans and forecasts, have cell-level conversations &#x26; schedule reports</td></tr><tr><td><a href="/pages/knh3XWg1HJA6RWeAYMIq">Collaborative commenting </a>(01:41)</td><td>Seamlessly collaborate inside a Power BI report with cell-level commenting and instant notifications </td></tr><tr><td><a href="/pages/7lLIBf32aWEj0jvRsDEn">Schedule, burst &#x26; broadcast reports</a> (01:03)</td><td>Deliver paginated reports as PDF, Excel, or high-resolution images to Email, OneDrive, Teams and more</td></tr><tr><td><a href="/pages/E7BBo2LHwsITLi4UytW7">Data writeback</a> (01:26)</td><td>Seamlessly writeback your data and comments to databases, shared folders and URL destinations</td></tr><tr><td><a href="/pages/UPUqdNW5l2cdPla2Sfrh">Writeback to Fabric OneLake/Data Warehouse</a> </td><td>Seamlessly writeback to Fabric Lakehouse, Dataverse, and more</td></tr><tr><td><a href="/pages/aK8VX7cS1eA0bciMs6UD">Ad-hoc emails</a> (01:04)</td><td>Send ad-hoc, formatted PDF/Excel exports of the report by email to select recipients</td></tr><tr><td><a href="/pages/pxtAEVYNCiumqut4Y4Se">Dropdown lists</a> (02:27)</td><td>An ultra-fast, no-code solution for creating single and multi-select dropdown lists</td></tr></tbody></table>


# Summary

Inforiver Writeback Matrix offers advanced capabilities and supports four additional use cases compared to Inforiver Reporting Matrix: Advanced manual data input, Writeback, Report scheduling, and Collaborative commenting. This video provides a quick summary of these use cases.&#x20;

(a) Advanced manual data input: Users can easily key in data, perform allocations, and writeback to databases

(b) Writeback: Users can save changes made to Power BI reports to cloud databases or shared folders

(c) Report scheduling: Users can schedule and deliver reports via email or shared folders, with custom scheduling frequencies and the ability to send specific sections of reports to specific recipients&#x20;

(d) Collaborative commenting: Users can collaborate at a cell level, assign comments as tasks, track closure status, and enable public commenting through social media handles

{% embed url="<https://lumel.wistia.com/medias/gexe9rzfdf>" %}

## **Related resources**

#### Feature highlights

[Input and edit data in Power BI](https://inforiver.com/input-edit-data-powerbi/)

[Commenting & collaboration in Power BI](https://inforiver.com/collaborate-powerbi/)

[Schedule, burst & broadcast Power BI reports](https://inforiver.com/schedule-reports-powerbi/)

[Writeback data and comments using Inforiver](https://inforiver.com/writeback-powerbi/)

#### User guide

[Insert manual input columns](https://docs.inforiver.com/working-with-inforiver/4.-adding-business-logic-and-formulae/insert-manual-input-columns)

[Commenting and collaboration](https://docs.inforiver.com/working-with-inforiver/8.-commenting-and-collaboration)

[Scheduling reports](https://docs.inforiver.com/working-with-inforiver/11.-scheduling-reports)


# Collaborative commenting

In this video learn how you can leverage Inforiver's Collaborate feature for the following

(a) Cell-level collaboration with multiple stakeholders

(b) Assigning comments as tasks and tracking closure status

(c) Instant email notifications when someone responds, tags a user or assigns a task

(d) Filter-enabled comment logs to show comments relevant to specific users

(e) Public commenting which allows login using social media accounts

{% embed url="<https://lumel.wistia.com/medias/ga0gfyfeo9>" %}

> ## **Related resources**
>
> #### Feature highlights
>
> [Commenting & collaboration in Power BI](https://inforiver.com/collaborate-powerbi/)
>
> #### User guide
>
> [Commenting and collaboration](https://docs.inforiver.com/working-with-inforiver/8.-commenting-and-collaboration)
>
> #### Blog
>
> [Data-driven comments & conversations in Power BI](https://inforiver.com/blog/general/data-driven-comments-conversations-power-bi/)
>
> [10 key considerations for a commentary solution in Power BI](https://inforiver.com/blog/general/10-key-considerations-for-a-commentary-solution-in-power-bi/)


# Schedule, burst & broadcast reports

Learn more about the capabilities of Inforiver's reporting scheduler. This video covers the following&#x20;

(a) Schedule and deliver reports via email or shared folders

(b) All or specific pages can be consolidated into a single file or sent as multiple PDF or Excel files

(c) Custom scheduling frequencies that allow users to send reports at specific intervals

(d) Broadcast sections of reports to specific recipients using filters, bookmarks, and Report+ categories

{% embed url="<https://lumel.wistia.com/medias/2i4sxxgijs>" %}

> ## **Related resources**
>
> #### Feature highlights
>
> [Schedule, burst & broadcast Power BI reports](https://inforiver.com/schedule-reports-powerbi/)
>
> #### User guide
>
> [Scheduling reports](https://docs.inforiver.com/working-with-inforiver/11.-scheduling-reports)
>
> #### Blog
>
> [Scheduling Power BI reports with Inforiver: A step-by-step tutorial](https://inforiver.com/blog/general/scheduling-power-bi-reports-step-by-step-tutorial/)


# Data writeback

Writeback your Power BI visual data with changes and comments seamlessly to database destinations, OneDrive, or SharePoint&#x20;

(a) Configure destination from scratch or use admin connections&#x20;

(b) Choose from three table types - Tidy (Long), Measures on column and Only changes&#x20;

(c) Apply custom filters or writeback only data with comments, calculated rows etc&#x20;

(d) Set access permission for specific users&#x20;

(e) Writeback the underlying data or only the summarized data

(f) Writeback logs for audit & troubleshooting&#x20;

(g) Writeback additional mapping columns (using DAX) in the writeback table – both dimension key and date key

{% embed url="<https://lumel.wistia.com/medias/80tk16zlq6>" %}

> ## **Related resources**
>
> #### Feature highlights
>
> [Writeback data and comments using Inforiver](https://inforiver.com/writeback-powerbi/)
>
> #### Blogs
>
> [Power BI Writeback is as easy as 1-2-3: A Step-By-Step Tutorial](https://inforiver.com/blog/writeback/power-bi-data-writeback-123-step-by-step-tutorial/)
>
> [Write back data & comments to a database or file](https://inforiver.com/blog/writeback/write-back-data-comments-database-file-powerbi/)
>
> [5 Reasons why Writeback is required in a Modern BI Stack](https://inforiver.com/blog/writeback/5-reasons-why-writeback-is-required-in-a-modern-bi-stack/)
>
> [Why Writeback using Power BI + Power Apps is Not for Everyone](https://inforiver.com/blog/writeback/writeback-using-powerbi-powerapps-not-for-everyone/)
>
> [10 Key Considerations for Choosing a Writeback Solution in Power BI](https://inforiver.com/blog/writeback/writeback-power-bi-10-key-considerations/)
>
> #### Webinars
>
> [Why Inforiver is the Best Write-Back Solution for Power BI](https://inforiver.com/webinars/inforiver-powerbi-best-writeback-solution/)
>
> [Microsoft Power BI writeback options and integration with Power Platform](https://inforiver.com/webinars/microsoft-powerbi-writeback-options-integration-power-platform/)
>
> [Microsoft Power BI to Fabric - Data Writeback](https://inforiver.com/webinars/microsoft-power-bi-fabric-data-writeback/)


# Writeback to Fabric OneLake/Data Warehouse

Writeback your Power BI visual data with changes and comments seamlessly to Fabric OneLake/Data Warehouse

(a) Configure destination from scratch or use admin connections&#x20;

(b) Choose from three table types - Tidy (Long), Measures on column and Only changes&#x20;

(c) Apply custom filters or writeback only data with comments, calculated rows etc&#x20;

(d) Set access permission for specific users&#x20;

(e) Writeback the underlying data or only the summarized data

(f) Writeback logs for audit & troubleshooting&#x20;

(g) Writeback additional mapping columns (using DAX) in the writeback table – both dimension key and date key

{% embed url="<https://vimeo.com/885086254>" %}

> ## **Related resources**
>
> #### Feature highlights
>
> [Writeback data and comments using Inforiver](https://inforiver.com/writeback-powerbi/)
>
> #### Blogs
>
> [Power BI Writeback is as easy as 1-2-3: A Step-By-Step Tutorial](https://inforiver.com/blog/writeback/power-bi-data-writeback-123-step-by-step-tutorial/)
>
> [Write back data & comments to a database or file](https://inforiver.com/blog/writeback/write-back-data-comments-database-file-powerbi/)
>
> [5 Reasons why Writeback is required in a Modern BI Stack](https://inforiver.com/blog/writeback/5-reasons-why-writeback-is-required-in-a-modern-bi-stack/)
>
> [Why Writeback using Power BI + Power Apps is Not for Everyone](https://inforiver.com/blog/writeback/writeback-using-powerbi-powerapps-not-for-everyone/)
>
> [10 Key Considerations for Choosing a Writeback Solution in Power BI](https://inforiver.com/blog/writeback/writeback-power-bi-10-key-considerations/)
>
> #### Webinars
>
> [Why Inforiver is the Best Write-Back Solution for Power BI](https://inforiver.com/webinars/inforiver-powerbi-best-writeback-solution/)
>
> [Microsoft Power BI writeback options and integration with Power Platform](https://inforiver.com/webinars/microsoft-powerbi-writeback-options-integration-power-platform/)
>
> [Microsoft Power BI to Fabric - Data Writeback](https://inforiver.com/webinars/microsoft-power-bi-fabric-data-writeback/)


# Ad-hoc emails

In addition to scheduling and delivering reports via email or shared folders, Inforiver Writeback Matrix allows users to send ad-hoc, formatted PDF or Excel exports of the report by email to select recipients, including external stakeholders.&#x20;

This feature is particularly useful when a user needs to quickly share a report with a stakeholder who doesn't have access to the shared folder or the reporting system.

{% embed url="<https://lumel.wistia.com/medias/898rr25j6b>" %}

> ## **Related resources**
>
> #### User guide
>
> [Ad-hoc emails](https://docs.inforiver.com/working-with-inforiver/10.-exporting-reports/ad-hoc-emails)


# Dropdown lists

Inforiver offers an ultra-fast, no-code solution for creating single and multi-select dropdown lists. You can manually input values, choose from a range of presets, or fetch the values from your datasets. Inforiver allows users to add missing values to the list on the fly. You also have a live-sync option, that enables you to source the list of values from data input columns in another visual.

{% embed url="<https://vimeo.com/897085316>" %}

## **Related resources**

### User guide

[Single and Multi-Select Dropdown lists](https://docs.inforiver.com/working-with-inforiver/4.-adding-business-logic-and-formulae/insert-manual-input-columns/enterprise-features#3.-list-of-values-lov)


# Reporting Matrix

### Expert speak

<table data-header-hidden><thead><tr><th width="363"></th><th></th></tr></thead><tbody><tr><td><a href="/pages/xiqiG0iJRcGa70ZzioSn">Visual formulas vs DAX with Marco Russo</a> (1:21:20)</td><td>Learn how Inforiver can be a smooth transition for Excel users to Power BI</td></tr><tr><td><a href="/pages/GGshK1ErkFs7Bee9Kg3O">Faster reporting and insights with Matt Allington</a> (1:09:22) </td><td>Explore the numerous features in Inforiver that facilitate fast insights</td></tr><tr><td><a href="/pages/LAsWPdxyi1QAPDrKMw5D">The best custom visual for Power BI?</a> (15:39)</td><td>Learn why Andre Fomin thinks Inforiver is in a league of its own</td></tr><tr><td><a href="/pages/ekrdnFhC1HDS7uaKqyIW">Build your first P&#x26;L / Income statement in Power BI in less than 5 minutes</a> (06:00)</td><td>Deliver a financial statement in less than 5 minutes in Power BI, without using DAX</td></tr><tr><td><a href="/pages/umYDkI1zMOtIOfDqceNd">Formatting financial statements in Power BI - P&#x26;L</a> (08:06)</td><td>Rapidly deliver complex financial statements with no DAX knowledge</td></tr></tbody></table>

### Overview

<table data-header-hidden><thead><tr><th width="363"></th><th></th></tr></thead><tbody><tr><td><a href="/pages/9IuTnF9dXLcBdJgCbcuA">No-code reporting</a> (07:50)</td><td>Deliver flexibility in layout, presentation and formatting for report developers </td></tr><tr><td><a href="/pages/TzmrxXM5EUtG2uL7kGxw">Cutting-edge data visualizations</a> (06:44)</td><td>Deliver a range of charts inside your table/matrix reports in a single click</td></tr><tr><td><a href="/pages/3vGKhX27FV2qwrM5dxaw">Advanced data analysis </a>(09:14)</td><td>Enrich your decision-making by using no-code analysis &#x26; derivative calculations</td></tr><tr><td><a href="/pages/e3qUsGX7LlGlIobHtHJ9">Data provenance &#x26; audit</a> (04:02)</td><td>Track changes to your report &#x26; data, and utilize notes to communicate context</td></tr><tr><td><a href="/pages/XjF1KfuynTy4k1kLVeAM">What-if simulations</a> (05:06)</td><td>Modern forecasting &#x26; dynamic simulation capabilities in a spreadsheet-like interface</td></tr></tbody></table>

### General

<table><thead><tr><th width="323"></th><th></th></tr></thead><tbody><tr><td><a href="/pages/tLwzzrNhQCuIsvnuvf4P">Reorder rows and columns</a> (0:26)</td><td>Reorder and custom sort rows and columns in a few seconds, without resorting to DAX scripting or modelling workarounds</td></tr><tr><td><a href="/pages/2drVxo7TvxIs4vWcS0aY">Layout options</a> (01:29)</td><td>Leverage excel-like layouts such as classic, stepped &#x26; outline and show measures on rows or columns</td></tr><tr><td><a href="/pages/ruck28GJKoicVr7wi5ZK">Advanced filtering</a> (02:35)</td><td>With advanced filtering, filter values in each column as you can do in spreadsheets</td></tr><tr><td><a href="/pages/OvEFSbGoTLOIznuMb7ay">Conditional formatting</a> (01:45)</td><td>Apply semantic formatting, color scales, segmentation, data bars and many more in a few clicks</td></tr><tr><td><a href="/pages/4g0pvXyNYyFBitSDKYkl">Nested top N + others</a> (01:58)</td><td>Identify the most or least important categories using Inforiver's advanced Top/Bottom N + Others feature</td></tr><tr><td><a href="/pages/MExCUVx2DcnP5EnGSO4f">Number formatting</a> (01:06)</td><td>Apply intelligent number formatting and scaling to your Power BI table/matrix reports</td></tr><tr><td><a href="/pages/ZDQUWHTk1XIjYjiv4vbg">Cell &#x26; value formatting </a>(02:33)</td><td>Edit font color, style, size, and text alignment in a cell, or apply formatting effects</td></tr><tr><td><a href="/pages/6rB15WICJhNBf9jJZZ1U">Notes &#x26; annotations</a> (02:59)</td><td>Enhance your data stories with cell, row, column &#x26; report-level notes, footnotes &#x26; annotations</td></tr><tr><td><a href="/pages/egL13Tvmenv25kMVP8qH">Totals &#x26; subtotals</a> (01:25)</td><td>Manage row &#x26; column subtotals &#x26; grand totals the way you want in an intuitive &#x26; flexible manner</td></tr><tr><td><a href="/pages/A41wlO4MPXwBZwpmsGne">One-click templates</a> (01:12)</td><td>Leverage three types of quick-start business templates, each of which can be customized further</td></tr><tr><td><a href="/pages/G8Y4vF1FZp0wnLFpS5Gt">Pagination</a> (00:52)</td><td>Build highly-formatted, interactive, no-code paginated reports in Power BI</td></tr><tr><td><a href="/pages/eV0mEbzA1F7HqejSnvA0">Group rows and columns</a> (00:40)</td><td>Group specific rows or columns seamlessly in your Power BI table/matrix reports</td></tr><tr><td><a href="/pages/5n74VG3ysitCH2Fei7RK">Search &#x26; filter</a> (01:33)</td><td>Focus on relevant data when there are a large number of records using search and filter</td></tr><tr><td><a href="/pages/C0cXpw5vbVIwbtCy8QVY">Expand/collapse hierarchy</a> (00:32)</td><td>Manage row and column hierarchies with options such as expand or collapse to specified levels, descendants and more</td></tr><tr><td><a href="/pages/r01ixbwPq0p50UzIl1tL">KPI explorer </a>(01:16)</td><td>Filter rows, columns and measures, sort by name or value and highlight row/column hierarchies using rules or ranges</td></tr><tr><td><a href="/pages/LMYxwk71LEXd2l0IQVow">Audit log</a> (02:10)</td><td>Experience an interactive, filterable, exportable and comment-enabled audit log to track changes to your report</td></tr><tr><td><a href="/pages/OrR0d2FD29tK5fveti35">Export to Excel</a> (01:30)</td><td>Export your Power BI table/matrix reports to spreadsheets effortlessly</td></tr><tr><td><a href="/pages/lCBsFTerVj9sr0o4UJoo">Comparative measures</a> (04:33)</td><td>Inforiver delivers the measure management feature to manage comparative measures easily</td></tr><tr><td><a href="/pages/kvnuBMskg1WFBqXZo2W4">Images in columns</a> (01:52)</td><td>Leverage Inforiver to add measures or columns with image URLs &#x26; display them as an image in your Power BI reports</td></tr><tr><td><a href="/pages/2Zd9v5mkcRJGd1C9fpPj">Ragged hierarchies</a> (00:36) </td><td>Handle ragged hierarchies easily with Inforiver, without having to worry about blank rows</td></tr></tbody></table>

### Formula & calculations

<table data-header-hidden><thead><tr><th width="325"></th><th></th></tr></thead><tbody><tr><td><a href="/pages/FL3ESFSCUinUGmfqhaaf">Excel-like cell editing</a> (02:02)</td><td>Use the spreadsheet-like formula bar to edit cell value or formula; supports formula references to other cells</td></tr><tr><td><a href="/pages/boWy0PWHvmYRHtr5ovZj">Insert calculated and static rows </a>(14:12)</td><td>Insert static and calculated rows and enter values manually or define formulas using an intuitive excel-like editor</td></tr><tr><td><a href="/pages/MqTBsMOrrRm2zx2MQVcZ">Insert calculated column</a> (0:51)</td><td>Add custom calculations as columns without having to create new DAX measures or calculated columns in the data table</td></tr><tr><td><a href="/pages/OyD2SSCojfIbPd3551ZM">Insert calculated measure</a> (1:11)</td><td>Insert calculated measures when you have column hierarchies in your reports using Inforiver's advanced formula engine</td></tr><tr><td><a href="/pages/QKwg7IoO9acx6VH1IICd">Quick formula options</a> (03:40)</td><td>Utilize the one-click options to insert columns such as % contribution to grand total, running total, ranking within group​</td></tr><tr><td><a href="/pages/HdO0uJP84uI5tcUYRcBZ">Invert signs</a> (14:18)</td><td>Display +/- signs in the table to indicate revenue or expense accounts and perform aggregations</td></tr></tbody></table>

### Planning, budgeting & forecasting

<table data-header-hidden><thead><tr><th width="327"></th><th></th></tr></thead><tbody><tr><td><a href="/pages/g27NZpTdKQwGCQq1wLco">Manual data input</a> (03:02)</td><td>Insert, edit and update values in your tabular reports​ with 50+ inbuilt functions, keywords and references</td></tr><tr><td><a href="/pages/Lk2wvF2bCbFZRJ1GVwep">Allocations </a>(07:57)</td><td>Allocate budgets and projections based on past performance or value drivers</td></tr><tr><td><a href="/pages/4CXB67X23WAWzeKaGnC6">What-if simulations</a> (01:07)</td><td>Perform what-if simulations in Power BI using a graphical simulation slider</td></tr><tr><td><a href="/pages/pFDquoexs2pJQfPt7yhm">Data entry &#x26; simulations in reading view</a> (02:26)</td><td>Report viewers can perform data input, simulations, 1-click variance analysis, notes, annotations and more</td></tr></tbody></table>

### Graphical tables

<table data-header-hidden><thead><tr><th width="330"></th><th></th></tr></thead><tbody><tr><td><a href="/pages/GT7hCk2MX2Q6pTVVzo2P">IBCS visualizations</a> (04:50)</td><td>Experience the fastest way to deliver insightful visualizations following IBCS standards</td></tr><tr><td><a href="/pages/asQL042cl310AGAvgnFA">Bar charts</a> (0:47)</td><td>Show the distribution of data within a set of categories or groups with Inforiver's bar charts</td></tr><tr><td><a href="/pages/f2x5kdQJki1uF6qdh1UO">Lollipop charts</a> (01:52)</td><td>Leverage lollipop charts instead of bar charts when there are a lot of categories</td></tr><tr><td><a href="/pages/Pa4hW1OFIQgMHFEyWETi">Waterfall charts</a> (01:01)</td><td>Show the breakdown of the total change in a value, such as a financial metric using waterfall charts</td></tr><tr><td><a href="/pages/PFgIJOHFwIkOXdarWSyN">Bullet charts for 2 measures</a> (01:47)</td><td>Compare the performance of two measures with Inforiver's bullet charts that come with six variants</td></tr><tr><td><a href="/pages/9g4bJjrlQFdWTFfe8HR6">Bullet charts for 3 measures</a> (01:56)</td><td>Utilise six variants of 3-value bullet charts for comparing 3 measures seamlessly</td></tr><tr><td><a href="/pages/t0PSzX57oh0fiV9S4P5p">Stacked charts</a> (01:02)</td><td>Highlight distribution across categories or composition over time using Inforiver's stacked charts</td></tr><tr><td><a href="/pages/UQOguXScTihAVhfWLoCO">Sparkline charts</a> (02:16)</td><td>Incorporate sparklines, spark columns, and their variants such as the win-loss trend to capture performance over time</td></tr><tr><td><a href="/pages/waZFGSSM3IP4CV61sbOJ">Tornado charts</a> (01:20)</td><td>Compare values across two segments or years using tornado charts</td></tr><tr><td><a href="/pages/oOjPW8uEKg85B1spUzLt">KPI cards</a> (06:07)</td><td>Incorporate multi-value KPI cards as part of your table/matrix reports</td></tr><tr><td><a href="/pages/icUez0sGMW2r38UcsOZR">Blend column</a> (03:31)</td><td>Blend two measures in a single column along with formatting, including conditional formatting</td></tr></tbody></table>

### Conditional formatting

<table data-header-hidden><thead><tr><th width="330"></th><th></th></tr></thead><tbody><tr><td><a href="/pages/cOVIeNJPaIKWmGmpBjJW">One-click options</a> (05:33)</td><td>Highlight specific performance areas using one-click options such as quick rule, color scales, classifications, and data bars</td></tr><tr><td><a href="/pages/wg3LiRGAc5U4mRQqspoW">Semantic formatting</a> (01:13)</td><td>Format positive and negative numbers using colors and indicate negative values with "-" or "()"</td></tr><tr><td><a href="/pages/7jfFVH9lbXks614QzhNq">Heat map formatting</a> (02:29)</td><td>Apply color scales such as sequential, qualitative, diverging in a single-click</td></tr><tr><td><a href="/pages/eokygzN6FQQvdjF5WI9E">Format entire row</a> (01:56)</td><td>Apply formatting to entire rows or row headers, based on your requirements</td></tr><tr><td><a href="/pages/vKOMStZOQ1XHiUTvergE">Traffic light &#x26; arrow alert </a>(02:40)</td><td>Apply traffic light icons based on predefined ranges and customize icons/colors </td></tr><tr><td><a href="/pages/FFqQtMz8fsw6LitcAwsY">Fill icon and star rating </a>(01:48)</td><td>Highlights values with circle fill and star rating icons based on ranges, with custom options</td></tr><tr><td><a href="/pages/3bWQ860MqefbCGb77zC2">Segmentation</a> (02:27)</td><td>Perform analysis such as ABC analysis and create segments based on text, ratings or icon sets </td></tr><tr><td><a href="/pages/iPfByMeFSoGmrSavwvOr">Format top/bottom N rows</a> (01:19)</td><td>Highlight top/bottom performers in reports with Inforiver's customizable conditional formatting</td></tr><tr><td><a href="/pages/NXGGpvM5Vb8Oie0gs477">Branch level formatting</a> (03:16)</td><td>Apply different conditional formatting rules to different branches in a hierarchy</td></tr><tr><td><a href="/pages/bsh5yUqdgMNtvrITTY9P">Conditional formatting of multiple hierarchies</a> (01:39)</td><td>Learn to highlight different levels in a hierarchy  based on rules without affecting totals</td></tr><tr><td><a href="/pages/SzWTQDMI1dYon6GT4XXN">Dynamic conditional formatting </a>(01:59)</td><td>Highlight cells based on a dynamic cell selection</td></tr><tr><td><a href="/pages/9ShzGSQtDjBG4D8wIc3X">Format using if conditions</a> (02:33)</td><td>Easily apply conditional formatting based on IF conditions </td></tr></tbody></table>

### Visual-level formulas

<table data-header-hidden><thead><tr><th width="325"></th><th></th></tr></thead><tbody><tr><td><a href="/pages/2gpeveZIWZpzTm3xS5BK">Excel-like cell editing </a>(04:36)</td><td>Use the spreadsheet-like formula bar to edit cell value or formula; supports formula references to other cells</td></tr><tr><td><a href="/pages/oazdcFhELXImm0lTq8TZ">Quick formula options</a> (03:00)</td><td>Utilize the one-click options to insert columns such as % contribution to grand total, running total, ranking within group​</td></tr><tr><td><a href="/pages/TtKTQNpWOsTD8DsEmvr1">Smart analysis</a> (03:01)</td><td>Perform one-click contribution and variance analysis without using DAX</td></tr><tr><td><a href="/pages/X69NRbU7YZayNFrWpsJN">Excel-like formula editor</a> (04:21)</td><td>Leverage no-code visual formula engine which supports 50+ functions (logical, math, boolean etc.,) and identifiers</td></tr><tr><td><a href="/pages/xeI72ZNju3XMnOlTGaf8">Calculated measures and columns</a> (02:31)</td><td>Add custom calculations as columns and measures  without having to create new DAX measures or calculated columns in the data table</td></tr><tr><td><a href="/pages/eUg8uHRpv6hkeF0xnIDR">4 ways of inserting rows</a> (06:09)</td><td>Insert static, calculated, contribution and template rows in Power BI</td></tr><tr><td><a href="/pages/Gdw03hu4eE8qlShY1YHt">Evaluate column before rows</a> (01:49)</td><td>Configure the column total and subtotal calculations when inserting calculated rows</td></tr><tr><td><a href="/pages/kw2dpmBJd3B1YAUixV3N">Manage aggregations</a> (4:00)</td><td>Apply custom measure aggregations in a specific report (e.g., average quantity sold) instead of using the default aggregation</td></tr><tr><td><a href="/pages/hDNh2fZvXQiWpyWnbNc1">Automatic variance calculations (1:44)</a></td><td>View absolute and percentage variances in a single-click by simply assigning the measures to the correct fields</td></tr></tbody></table>


# Expert speak

<table data-header-hidden><thead><tr><th width="363"></th><th></th></tr></thead><tbody><tr><td><a href="/pages/xiqiG0iJRcGa70ZzioSn">Visual formulas vs DAX with Marco Russo</a> (1:21:20)</td><td>Learn how Inforiver can be a smooth transition for Excel users to Power BI</td></tr><tr><td><a href="/pages/GGshK1ErkFs7Bee9Kg3O">Faster reporting and insights with Matt Allington</a> (1:09:22) </td><td>Explore the numerous features in Inforiver that facilitate fast insights</td></tr><tr><td><a href="/pages/LAsWPdxyi1QAPDrKMw5D">The best custom visual for Power BI?</a> (15:39)</td><td>Learn why Andre Fomin thinks Inforiver is in a league of its own</td></tr><tr><td><a href="/pages/ekrdnFhC1HDS7uaKqyIW">Build your first P&#x26;L / Income statement in Power BI in less than 5 minutes</a> (06:00)</td><td>Deliver a financial statement in less than 5 minutes in Power BI, without using DAX</td></tr><tr><td><a href="/pages/umYDkI1zMOtIOfDqceNd">Formatting financial statements in Power BI - P&#x26;L</a> (08:06)</td><td>Rapidly deliver complex financial statements with no DAX knowledge</td></tr></tbody></table>


# Visual formulas vs DAX with Marco Russo

Gopal Krishnamurthy (CEO, Lumel - xViz, ValQ, Inforiver) and Reid Havens (Microsoft MVP) discuss and debate the new architecture approach adopted by Inforiver with Marco Russo as moderator. Marco has advocated for visual-level calculations with his [blog](https://www.sqlbi.com/articles/a-proposal-for-visual-calculations-in-dax/), and Inforiver delivers these new capabilities to Power BI.

Join them as they use their unique industry backgrounds to provide perspectives on how Inforiver can be a smooth transition for Excel users to Power BI using a no-code visual-level calculation user experience. They also discuss how developers and business end users can benefit from features such as visual formulas, excel-like formatting, commenting, planning, paginated reports, and writeback.

{% embed url="<https://www.youtube.com/watch?v=tMjT3Xtd57k>" %}

> ## Related resources
>
> #### Feature highlights
>
> [Visual calculations in Power BI](https://inforiver.com/webinars/visual-level-formula-calculations-powerbi/)
>
> #### User guide
>
> [Adding business logic and formulae](https://docs.inforiver.com/working-with-inforiver/4.-adding-business-logic-and-formulae)
>
> #### Blogs
>
> [Visual measures in Power BI: Why they are awesome and why every developer needs it](https://inforiver.com/blog/general/visual-measures-powerbi-why-every-developer-needs-it/)
>
> [Excel-like MoM, QoQ, YoY % calculations in rows in Power BI](https://inforiver.com/blog/general/excel-like-mom-qoq-yoy-calculations-power-bi/)
>
> [Insert calculated measure or column in Power BI](https://inforiver.com/blog/feature-highlights/insert-visual-measure-column-calculations-in-microsoft-power-bi/)
>
> [Calculate remaining budget in Power BI (without using DAX)](https://inforiver.com/blog/general/calculating-remaining-budget-powerbi/)
>
> [Implement SUM measure totals in Power BI (without using DAX)](https://inforiver.com/blog/general/sum-measure-totals-powerbi-no-dax/)
>
> #### Webinars <a href="#headline-27-3553" id="headline-27-3553"></a>
>
> [Visual-level formula & calculations in Power BI](https://inforiver.com/webinars/visual-level-formula-calculations-powerbi/)


# Faster reporting and insights with Matt Allington

In this video, Matt Allington and Reid Havens discuss the many features of Inforiver, which enable users to quickly gain insights and perform analytics. Drawing from their industry backgrounds, they provide unique perspectives on how Inforiver can facilitate a smooth transition for Excel users to Power BI.&#x20;

Additionally, the conversation covers the specific features that developers can take advantage of, including Visual Formulas, Excel-like Formatting, Commenting, and Analysis capabilities.

{% embed url="<https://www.youtube.com/watch?v=N8CQarupXqA>" %}

> ## **Related resources**
>
> #### Feature highlights
>
> [Reporting in Power BI](https://inforiver.com/reporting-powerbi/)&#x20;
>
> [Financial reports in Power BI](https://inforiver.com/financial-reports-powerbi/)
>
> [Visualize data in Power BI](https://inforiver.com/visualize-data-powerbi/)
>
> [Input and edit data in Power BI](https://inforiver.com/input-edit-data-powerbi/)
>
> #### User guide
>
> [No-code reporting](https://docs.inforiver.com/working-with-inforiver/8.-paginated-reporting)
>
> [Working with charts](https://docs.inforiver.com/working-with-inforiver/6.-working-with-charts)
>
> #### Blogs
>
> [Build a P\&L / income statement report in Power BI in less than 5 minutes](https://inforiver.com/blog/financial-statements/financial-income-statement-reporting-table-matrix-power-bi/)
>
> [Achieve 20x productivity in P\&L/financial statement reporting in Power BI](https://inforiver.com/blog/financial-statements/financial-statement-power-bi/)


# The best custom visual for Power BI?

Learn why Andre Fomin feels Inforiver stands out as a marvel of modern engineering. In this video, he shares some of his favourite features of the product including the following:

1. Ability to zoom in and zoom out during a presentation
2. Ability to apply cell-level formatting
3. Pixel perfect formatting options for columns and rows
4. Ability to insert static and calculated columns and measures
5. Ability to format headers and footers
6. Ability to add logos/images in a header/footer that would appear on every page
7. Ability to create visual-level measures that do not clutter your model
8. Ability to easily create data-driven page breaks
9. Ability to do top N (dynamically group the tailing rows)
10. Ability to add notes

{% embed url="<https://www.youtube.com/watch?v=T-WV4iABNDM>" %}

> ## **Related resources**
>
> #### Feature highlights
>
> [Reporting in Power BI](https://inforiver.com/reporting-powerbi/)&#x20;
>
> [Visual calculations in Power BI](https://inforiver.com/webinars/visual-level-formula-calculations-powerbi/)
>
> #### User guide
>
> [No-code reporting](https://docs.inforiver.com/working-with-inforiver/8.-paginated-reporting)
>
> [Top N + others](https://docs.inforiver.com/working-with-inforiver/3.-basic-interactions/explore-and-filter-data/top-n)
>
> [Header & footer](https://docs.inforiver.com/working-with-inforiver/8.-paginated-reporting/header-and-footer)
>
> [Adding business logic and formulae](https://docs.inforiver.com/working-with-inforiver/4.-adding-business-logic-and-formulae)
>
> [Notes](https://docs.inforiver.com/working-with-inforiver/8.-commenting-and-collaboration/notes)
>
> #### Blogs
>
> [Dynamic and nested Top N + Others in Power BI](https://inforiver.com/blog/general/dynamic-and-nested-top-n-others-in-power-bi/)
>
> [Insert calculated measure or column in Power BI](https://inforiver.com/blog/feature-highlights/insert-visual-measure-column-calculations-in-microsoft-power-bi/)


# Build a P\&L / Income statement in less than 5 minutes

In this video learn how Inforiver helps you build your P\&L / Income statement in less than 5 minutes without using DAX.&#x20;

Anyone who has attempted to build a P\&L / income / financial reporting statement in Power BI using the native table or matrix visual knows how time-consuming the task can be. The complication comes from several reasons, including but not limited to&#x20;

(a) having to encode a custom sort order for accounts in the data model&#x20;

(b) using DAX to not only perform calculations but also to conditionally populate rows based on GL accounts/subtotals&#x20;

(c) formatting limitations&#x20;

(d) limitations in handling accounting signs (+/-), and more.

{% embed url="<https://lumel.wistia.com/medias/zunmd2ki1u>" %}

> ## **Related resources**
>
> #### Feature highlights
>
> [Financial reports in Power BI](https://inforiver.com/financial-reports-powerbi/)
>
> #### Blogs
>
> [Build a P\&L / income statement report in Power BI in less than 5 minutes](https://inforiver.com/blog/financial-statements/financial-income-statement-reporting-table-matrix-power-bi/)
>
> [Achieve 20x productivity in P\&L/financial statement reporting in Power BI](https://inforiver.com/blog/financial-statements/financial-statement-power-bi/)
>
> [Best fonts for financial reporting](https://inforiver.com/blog/general/best-fonts-financial-reporting/)
>
> [14 Financial Modelling Templates for Microsoft Power BI](https://inforiver.com/financial-modelling-templates-powerbi/)
>
> #### Demos <a href="#headline-27-3553" id="headline-27-3553"></a>
>
> [AMD financial statements](https://inforiver.com/demos/financial-statements-using-microsoft-power-bi-amd/)
>
> [Nike financial statements](https://inforiver.com/demos/financial-statements-using-microsoft-power-bi-nike/)
>
> [Apple financial statements](https://inforiver.com/demos/financial-statements-using-microsoft-power-bi-apple/)


# Formatting financial statements in Power BI - P\&L

With Inforiver’s user-friendly interface, you can - ​&#x20;

a) Format and indent GL account headers​&#x20;

b) Group column headers​&#x20;

c) Insert calculated rows to show derivative KPIs such as Gross Margin % or Earnings Per Share (EPS) and more​&#x20;

Other important feature highlights that you can leverage are number formatting, indenting & aligning accounts, customizing subtotals and totals​​, formatting of rows, columns, cells & values​ etc.

{% embed url="<https://lumel.wistia.com/medias/lgzyzl8ih3>" %}

> ## **Related resources**
>
> #### Feature highlights
>
> [Financial reports in Power BI](https://inforiver.com/financial-reports-powerbi/)
>
> #### Blogs
>
> [Build a P\&L / income statement report in Power BI in less than 5 minutes](https://inforiver.com/blog/financial-statements/financial-income-statement-reporting-table-matrix-power-bi/)
>
> [Achieve 20x productivity in P\&L/financial statement reporting in Power BI](https://inforiver.com/blog/financial-statements/financial-statement-power-bi/)
>
> [Best fonts for financial reporting](https://inforiver.com/blog/general/best-fonts-financial-reporting/)
>
> #### Demos <a href="#headline-27-3553" id="headline-27-3553"></a>
>
> [AMD financial statements](https://inforiver.com/demos/financial-statements-using-microsoft-power-bi-amd/)
>
> [Nike financial statements](https://inforiver.com/demos/financial-statements-using-microsoft-power-bi-nike/)
>
> [Apple financial statements](https://inforiver.com/demos/financial-statements-using-microsoft-power-bi-apple/)


# Overview

<table data-header-hidden><thead><tr><th width="363"></th><th></th></tr></thead><tbody><tr><td><a href="/pages/9IuTnF9dXLcBdJgCbcuA">No-code reporting</a> (07:50)</td><td>Deliver flexibility in layout, presentation and formatting for report developers </td></tr><tr><td><a href="/pages/TzmrxXM5EUtG2uL7kGxw">Cutting-edge data visualizations</a> (06:44)</td><td>Deliver a range of charts inside your table/matrix reports in a single click</td></tr><tr><td><a href="/pages/3vGKhX27FV2qwrM5dxaw">Advanced data analysis</a> (09:14)</td><td>Enrich your decision-making by using no-code analysis &#x26; derivative calculations</td></tr><tr><td><a href="/pages/e3qUsGX7LlGlIobHtHJ9">Data provenance &#x26; audit</a> (04:02)</td><td>Track changes to your report &#x26; data, and utilize notes to communicate context</td></tr><tr><td><a href="/pages/XjF1KfuynTy4k1kLVeAM">What-if simulations</a> (05:06)</td><td>Modern forecasting &#x26; dynamic simulation capabilities in a spreadsheet-like interface</td></tr></tbody></table>


# No-code reporting

With Inforiver for Power BI, you can create paginated reports effortlessly using a no-code interface. Some of the capabilities are&#x20;

(a) Explore multiple table and measure formats - hierarchy, table, stepped & drilldown and show measures on rows/columns&#x20;

(b) Change the look and feel with several one-click templates - Grid, Financial & Performance (IBCS)&#x20;

(c) Navigate the table seamlessly using options such as expand and collapse hierarchies, hide, sort, reorder rows and columns and many more

(d) Use the total option to customize the row or column totals and subtotals and freeze totals&#x20;

(e) Leverage the Excel-like ability to group columns or rows&#x20;

(f) Create and export advanced paginated reports, statements or invoices with various presets using the Reports+ option to suit your needs.

{% embed url="<https://lumel.wistia.com/medias/4jbtkhrp0w>" %}

> ## **Related resources**
>
> #### Feature highlights
>
> [Reporting in Power BI](https://inforiver.com/reporting-powerbi/)&#x20;
>
> [Financial reports in Power BI](https://inforiver.com/financial-reports-powerbi/)
>
> [IBCS reports in Power BI](https://inforiver.com/ibcs-reports-powerbi/)
>
> [Schedule reports in Power BI](https://inforiver.com/schedule-reports-powerbi/)
>
> #### User guide
>
> [No-code reporting](https://docs.inforiver.com/working-with-inforiver/8.-paginated-reporting)
>
> #### Blogs
>
> [7 things to consider when you migrate reports from Tableau to Power BI](https://inforiver.com/blog/general/7-things-migrate-tableau-to-powerbi/)
>
> [One-click report templates for Power BI](https://inforiver.com/blog/general/inforiver-business-templates/)
>
> [Build a P\&L / income statement report in Power BI in less than 5 minutes](https://inforiver.com/blog/financial-statements/financial-income-statement-reporting-table-matrix-power-bi/)
>
> [Achieve 20x productivity in P\&L/financial statement reporting in Power BI](https://inforiver.com/blog/financial-statements/financial-statement-power-bi/)
>
> [Best fonts for financial reporting](https://inforiver.com/blog/general/best-fonts-financial-reporting/)
>
> #### Demos <a href="#headline-27-3553" id="headline-27-3553"></a>
>
> [Sales performance report](https://inforiver.com/demos/sales-performance-inforiver-charts-powerbi/)
>
> [Product analysis by category](https://inforiver.com/demos/product-analysis-by-category-inforiver-charts-powerbi/)


# Cutting-edge data visualizations

Inforiver offers a wide range of one-click, in-cell visualizations with extensive customization options for business end users and one-click prebuilt business templates that are compliant with IBCS standards.&#x20;

With Inforiver, you can

* Incorporate **sparklines, spark columns** and their variants such as the win-loss trends to capture performance over time
* Utilize different types of **bullet charts**, including the normalized bullet visualization (proposed by International Business Communication Standards)
* Highlight distribution across categories using the **stacked charts and waterfall** visualizations
* Track changes over time or with respect to benchmark by using **dot plot, arrow plot, dumbbell plot & range plot** charts
* Deliver **bar & lollipop/pin** charts for highlighting the magnitude and significance

{% embed url="<https://lumel.wistia.com/medias/l4m9pqdmuf>" %}

> ## **Related resources**
>
> #### Feature highlights
>
> [Visualize data in Power BI](https://inforiver.com/visualize-data-powerbi/)
>
> [IBCS tables in Power BI](https://inforiver.com/ibcs-reports-powerbi/ibcs-tables-powerbi/)
>
> #### User guide
>
> [Basic inline charts](https://docs.inforiver.com/working-with-inforiver/2.-displaying-information/add-basic-inline-charts)
>
> [Working with charts](https://docs.inforiver.com/working-with-inforiver/6.-working-with-charts)
>
> #### Blogs
>
> [Visualizations and Data Analysis: Past, Present & Future](https://inforiver.com/blog/general/visualizations-and-data-analysis-past-present-future/)


# Advanced data analysis

Perform advanced analyses effortlessly with Inforiver in Power BI.&#x20;

(a) Use the Top N feature to filter the top/bottom 'n' across categories and show the rest as 'Others'&#x20;

(b) Leverage the advanced AND/OR filtering option to perform nested filtering including filter groups&#x20;

(c) Perform automatic grouping based on classification/segmentation rules&#x20;

(d) Export to Excel retaining all the formatting performed such as background, number formatting, in-cell annotations, footnotes etc.&#x20;

(e) Leverage other options like - Smart Analysis, Quick formulas, Insert Rows, Manage Columns&#x20;

... and more

{% embed url="<https://lumel.wistia.com/medias/ytmzmebpng>" %}

> ## **Related resources**
>
> #### User guide
>
> [Top N + others](https://docs.inforiver.com/working-with-inforiver/3.-basic-interactions/explore-and-filter-data/top-n)
>
> [Search and filter](https://docs.inforiver.com/working-with-inforiver/3.-basic-interactions/explore-and-filter-data/search-and-filter)
>
> #### Blogs
>
> [Dynamic and nested Top N + Others in Power BI](https://inforiver.com/blog/general/dynamic-and-nested-top-n-others-in-power-bi/)
>
> [5 ways to supercharge your Power BI conditional formatting](https://inforiver.com/blog/general/supercharge-power-bi-conditional-formatting/)


# Data provenance & audit

Track changes to your Inforiver report using interactive & query-enabled audit & report log.&#x20;

(a) Filter based on the type of change such as Data editing or Formatting&#x20;

(b) Add comments for review&#x20;

(c) Filter the logs with comments&#x20;

(d) Search, delete, reset and export the logs

{% embed url="<https://lumel.wistia.com/medias/uiv3pv9ub5>" %}

> ## **Related resources**
>
> #### User guide
>
> [Audit logs in Inforiver](https://docs.inforiver.com/advanced-topics/audit-log)


# What-if simulations

Leverage Inforiver to effortlessly perform Planning, Budgeting and Forecasting in Power BI.&#x20;

(a) Create budgets or plans using a variety of allocation options such as Equal, Weight based on other columns or Trend&#x20;

(b) Perform simulations using a graphical slider or in-cell editing&#x20;

(c) Use the Set Version option to perform variance analysis in a single click

{% embed url="<https://lumel.wistia.com/medias/2zr5krye9z>" %}

> ## **Related resources**
>
> #### Feature highlights
>
> [Planning, budgeting & forecasting in Power BI](https://inforiver.com/plan-budget-forecast-powerbi/)
>
> #### User guide
>
> [What-if analysis & simulations](https://docs.inforiver.com/working-with-inforiver/7.-planning-budgeting-and-forecasting/what-if-analysis-and-simulations)
>
> [Budgeting & allocations](https://docs.inforiver.com/working-with-inforiver/7.-planning-budgeting-and-forecasting/budgeting-and-allocations)
>
> #### Blogs
>
> [5 ways to run dynamic what-if simulations in Power BI ](https://inforiver.com/blog/general/5-ways-to-run-dynamic-what-if-simulations-in-power-bi/)
>
> [Input & edit sales forecasts in a Power BI report](https://inforiver.com/blog/general/input-edit-sales-forecasts-in-a-power-bi-report/)
>
> [Forecasting multiple items with seasonality in Power BI](https://inforiver.com/blog/general/forecast-multiple-items-with-seasonality-power-bi/)


# General

<table><thead><tr><th width="323"></th><th></th></tr></thead><tbody><tr><td><a href="/pages/tLwzzrNhQCuIsvnuvf4P">Reorder rows and columns</a> (0:26)</td><td>Reorder and custom sort rows and columns in a few seconds, without resorting to DAX scripting or modelling workarounds</td></tr><tr><td><a href="/pages/2drVxo7TvxIs4vWcS0aY">Layout options</a> (01:29)</td><td>Leverage excel-like layouts such as classic, stepped &#x26; outline and show measures on rows or columns</td></tr><tr><td><a href="/pages/ruck28GJKoicVr7wi5ZK">Advanced filtering</a> (02:35)</td><td>With advanced filtering, filter values in each column as you can do in spreadsheets</td></tr><tr><td><a href="/pages/OvEFSbGoTLOIznuMb7ay">Conditional formatting</a> (01:45)</td><td>Apply semantic formatting, color scales, segmentation, data bars and many more in a few clicks</td></tr><tr><td><a href="/pages/4g0pvXyNYyFBitSDKYkl">Nested top N + others</a> (01:58)</td><td>Identify the most or least important categories using Inforiver's advanced Top/Bottom N + Others feature</td></tr><tr><td><a href="/pages/MExCUVx2DcnP5EnGSO4f">Number formatting</a> (01:06)</td><td>Apply intelligent number formatting and scaling to your Power BI table/matrix reports</td></tr><tr><td><a href="/pages/ZDQUWHTk1XIjYjiv4vbg">Cell &#x26; value formatting </a>(02:33)</td><td>Edit font color, style, size, and text alignment in a cell, or apply formatting effects</td></tr><tr><td><a href="/pages/6rB15WICJhNBf9jJZZ1U">Notes &#x26; annotations</a> (02:59)</td><td>Enhance your data stories with cell, row, column &#x26; report-level notes, footnotes &#x26; annotations</td></tr><tr><td><a href="/pages/egL13Tvmenv25kMVP8qH">Totals &#x26; subtotals</a> (01:25)</td><td>Manage row &#x26; column subtotals &#x26; grand totals the way you want in an intuitive &#x26; flexible manner</td></tr><tr><td><a href="/pages/A41wlO4MPXwBZwpmsGne">One-click templates</a> (01:12)</td><td>Leverage three types of quick-start business templates, each of which can be customized further</td></tr><tr><td><a href="/pages/G8Y4vF1FZp0wnLFpS5Gt">Pagination</a> (00:52)</td><td>Build highly-formatted, interactive, no-code paginated reports in Power BI</td></tr><tr><td><a href="/pages/eV0mEbzA1F7HqejSnvA0">Group rows and columns</a> (00:40)</td><td>Group specific rows or columns seamlessly in your Power BI table/matrix reports</td></tr><tr><td><a href="/pages/5n74VG3ysitCH2Fei7RK">Search &#x26; filter</a> (01:33)</td><td>Focus on relevant data when there are a large number of records using search and filter</td></tr><tr><td><a href="/pages/C0cXpw5vbVIwbtCy8QVY">Expand/collapse hierarchy</a> (00:32)</td><td>Manage row and column hierarchies with options such as expand or collapse to specified levels, descendants and more</td></tr><tr><td><a href="/pages/r01ixbwPq0p50UzIl1tL">KPI explorer </a>(01:16)</td><td>Filter rows, columns and measures, sort by name or value and highlight row/column hierarchies using rules or ranges</td></tr><tr><td><a href="/pages/LMYxwk71LEXd2l0IQVow">Audit log</a> (02:10)</td><td>Experience an interactive, filterable, exportable and comment-enabled audit log to track changes to your report</td></tr><tr><td><a href="/pages/OrR0d2FD29tK5fveti35">Export to Excel</a> (01:30)</td><td>Export your Power BI table/matrix reports to spreadsheets effortlessly</td></tr><tr><td><a href="/pages/lCBsFTerVj9sr0o4UJoo">Comparative measures</a> (04:33)</td><td>Inforiver delivers the measure management feature to manage comparative measures easily</td></tr><tr><td><a href="/pages/kvnuBMskg1WFBqXZo2W4">Images in columns</a> (01:52)</td><td>Leverage Inforiver to add measures or columns with image URLs &#x26; display them as an image in your Power BI reports</td></tr><tr><td><a href="/pages/2Zd9v5mkcRJGd1C9fpPj">Ragged hierarchies</a> (00:36) </td><td>Handle ragged hierarchies easily with Inforiver, without having to worry about blank rows</td></tr></tbody></table>


# Reorder rows and columns

With Inforiver for Power BI, you can apply custom sorting orders for rows and columns using the drag-and-drop reorder feature. This can be achieved as simply as hovering over a row/column header, clicking, holding and moving the gripper up or down to reorder.&#x20;

{% embed url="<https://lumel.wistia.com/medias/v1ag89idt4>" %}

> ## **Related resources**
>
> #### Feature highlights
>
> [Excel-like pivot analysis in Power BI](https://inforiver.com/excel-like-pivot-analysis-powerbi/)
>
> #### User guide
>
> [Sort and reorder data](https://docs.inforiver.com/working-with-inforiver/3.-basic-interactions/sort-and-reorder-data)
>
> #### Blogs
>
> [Custom sort/reorder rows & columns in Power BI](https://inforiver.com/blog/feature-highlights/custom-sort-order-rows-and-columns-in-power-bi/)


# Layout options

Inforiver offers two major types of layout options - Table layouts and Measure layouts.&#x20;

Table layout such as hierarchy, outline, table, stepped and drill down lets you determine how categories in rows need to be displayed.&#x20;

Measure layouts - Show values in rows/columns give you flexibility specifically with respect to how measures are displayed. Watch this video for a quick overview.

{% embed url="<https://lumel.wistia.com/medias/gqcymydbxw>" %}

> ## **Related resources**
>
> #### Feature highlights
>
> [Explore data in Power BI](https://inforiver.com/explore-data-powerbi/)
>
> #### User guide
>
> [Layout options](https://docs.inforiver.com/working-with-inforiver/2.-displaying-information/layout-options)


# Advanced filtering

Perform advanced filtering in matrix/table reports using Inforiver for Power BI. Some of the capabilities are

(a) Nested AND/OR filters to filter either row or column hierarchies, or by measures&#x20;

(b) Conditions depending on the type of filter selected&#x20;

(c) Ability to add multiple filter groups

{% embed url="<https://lumel.wistia.com/medias/jh7ty2w5o5>" %}

> ## **Related resources**
>
> #### Feature highlights
>
> [Explore data in Power BI](https://inforiver.com/explore-data-powerbi/)
>
> #### User guide
>
> [Search and filter](https://docs.inforiver.com/working-with-inforiver/3.-basic-interactions/explore-and-filter-data/search-and-filter)


# Nested top N + others

In business scenarios, it is very common for decision-makers to examine the following: Customers contributing to the most revenue, Spend Categories that consume most of the budget, Key vendors from whom we procure the most and more.&#x20;

This can be easily achieved using the top/bottom N + others feature in Inforiver. You can also&#x20;

(a) Create nested rules - like the bottom 3 sub-categories in each of the top 2 categories&#x20;

(b) Create multi-level nested rules - by increasing the number of hierarchy levels even beyond two

(c) Append the category name to 'Others' for each instance of others

{% embed url="<https://lumel.wistia.com/medias/z9pzrtc9oy>" %}

> ## **Related resources**
>
> #### Feature highlights
>
> [Explore data in Power BI](https://inforiver.com/explore-data-powerbi/)
>
> #### User guide
>
> [Top N + others](https://docs.inforiver.com/working-with-inforiver/3.-basic-interactions/explore-and-filter-data/top-n)
>
> #### Blogs
>
> [Dynamic and nested Top N + Others in Power BI](https://inforiver.com/blog/general/dynamic-and-nested-top-n-others-in-power-bi/)


# Conditional formatting

Conditional formatting in dashboards and reports is key to guiding users’ attention to specific performance areas. Compared to charts, tabular reports have higher information density which makes conditional formatting a lot more useful. There are two ways to apply conditional formatting using Inforiver -&#x20;

(a) Using quick, one-click options such as quick rules, color scales, classification and data bars&#x20;

(b) Creating advanced rules from scratch using nested if-conditions, ranking etc.&#x20;

Learn more about Inforiver's conditional formatting capabilities in this video.

{% embed url="<https://lumel.wistia.com/medias/0wwnrof9jw>" %}

> ## **Related resources**
>
> #### User guide
>
> [Conditional formatting](https://docs.inforiver.com/working-with-inforiver/5.-conditional-formatting)
>
> #### Blog
>
> [5 ways to supercharge your Power BI Conditional Formatting](https://inforiver.com/blog/general/supercharge-power-bi-conditional-formatting/)


# Number formatting

Inforiver for Power BI comes prepackaged with intelligent number formatting & scaling recognition capabilities that help display data in a perceptive manner in your table/matrix style reports right out of the box. You can&#x20;

(a) Handle a dataset of varying granularities & formats using the scaling options&#x20;

(b) Convert to % format, attach prefix/suffix, and increase/decrease decimal spaces&#x20;

(c) Configure semantic formatting to differentiate positive and negative values using different colors&#x20;

(d) Customize positive/negative values, null and blanks in your table/matrix reports&#x20;

and more...

{% embed url="<https://lumel.wistia.com/medias/nb3ed2mgq0>" %}

> ## **Related resources**
>
> #### Feature highlights
>
> [No-code reporting in Power BI](https://inforiver.com/reporting-powerbi/)
>
> #### User guide
>
> [Number formatting](https://docs.inforiver.com/working-with-inforiver/2.-displaying-information/basic-formatting/number-formatting)
>
> #### Blogs
>
> [Intelligent number formatting & scaling in Power BI](https://inforiver.com/blog/general/intelligent-automated-number-formatting-for-tables/)


# Cell & value formatting

In Inforiver, you can change the font color, style, size, text alignment in a cell, header orientation, row size or apply formatting effects.

{% embed url="<https://lumel.wistia.com/medias/2jy5my7apj>" %}

> ## **Related resources**
>
> #### Feature highlights
>
> [No-code reporting in Power BI](https://inforiver.com/reporting-powerbi/)
>
> #### User guide
>
> [Cell & value formatting](https://docs.inforiver.com/working-with-inforiver/2.-displaying-information/basic-formatting/cell-and-value-formatting)


# Notes & annotations

Learn how to enhance your data stories with cell, row & column-level notes/footnotes & annotations. With Inforiver, you can:&#x20;

(a) Insert notes at a cell level, row/column header level&#x20;

(b) View notes as Footnote&#x20;

(c) Insert a notes column&#x20;

(d) Add notes at a report level

{% embed url="<https://lumel.wistia.com/medias/2a56qcku4i>" %}

> ## **Related resources**
>
> #### Feature highlights
>
> [No-code reporting in Power BI](https://inforiver.com/reporting-powerbi/)
>
> #### User guide
>
> [Notes](https://docs.inforiver.com/working-with-inforiver/8.-commenting-and-collaboration/notes)
>
> #### Blogs
>
> [Notes vs. Comments: Excel changed its nomenclature – should Power BI be left behind?](https://inforiver.com/blog/general/notes-vs-comments-excel-powerbi/)


# Comments with filter context

Inforiver cracks the code for implementing true, dynamic commentary in Power BI tables that respond to the context set by filters/slicers.

Till date, to implement dynamic, context-sensitive commentary, your comments had to come from your Power BI data model (like any other dimension). However, when you facilitate user-entered comments, the solution would cease to be dynamic.

But not anymore!

Inforiver allows you to capture context-aware comments without any dependence on IT - as this solution does not need any database, server, or writeback service. And what's more - this solution also works for row-level, cell-level, and column-level comments.

{% embed url="<https://vimeo.com/885088450>" %}

> ## **Related resources**
>
> #### Blogs
>
> [Comments with Filter/Slicer Context Awareness in Power BI](https://inforiver.com/blog/general/comments-filter-slicer-context-awareness-powerbi/)


# Totals & subtotals

Learn how Inforiver allows you to seamlessly manage subtotals and grand totals in a couple of clicks. You can&#x20;

(a) Turn off or change the positions of totals and subtotals&#x20;

(b) Freeze grand totals&#x20;

(c) Use the 'Split' subtotal option

{% embed url="<https://lumel.wistia.com/medias/zhxhi6ndv3>" %}

> ## **Related resources**
>
> #### Feature highlights
>
> [Excel-like pivot analysis in Power BI](https://inforiver.com/excel-like-pivot-analysis-powerbi/)
>
> #### User guide
>
> [Totals & subtotals](https://docs.inforiver.com/working-with-inforiver/2.-displaying-information/basic-formatting/totals-and-subtotals)
>
> #### Blogs
>
> [Manage totals & subtotals in Power BI](https://inforiver.com/blog/general/managing-totals-subtotals/)


# One-click templates

Inforiver provides one of the fastest ways to build reports in Power BI, and one of the reasons for this is the availability of one-click templates. In this video, learn about the different types of templates offered -&#x20;

(a) Grid templates are used to build typical tabular reports&#x20;

(b) Financial templates are ideal for building financial reports and statements&#x20;

(c) Performance templates are useful when you need to showcase observed performance against a benchmark and follow the IBCS standards

{% embed url="<https://lumel.wistia.com/medias/45d7zr28ej>" %}

> ## **Related resources**
>
> #### Feature highlights
>
> [No-code reporting in Power BI](https://inforiver.com/reporting-powerbi/)
>
> #### User guide
>
> [Templates](https://docs.inforiver.com/working-with-inforiver/2.-displaying-information/templates)
>
> #### Blogs
>
> [One-Click Report Templates for Power BI](https://inforiver.com/blog/general/inforiver-business-templates/)


# Pagination

In this video, explore how Inforiver can be used to create paginated reports with First-Previous-Next-Last navigation.&#x20;

While using hierarchies, you can also insert smart row/column breaks (which start the next parent category on the next page) and smart section breaks (that insert a blank row before each category).

{% embed url="<https://lumel.wistia.com/medias/905b67kzyi>" %}

> ## **Related resources**
>
> #### Feature highlights
>
> [No-code reporting in Power BI](https://inforiver.com/reporting-powerbi/)
>
> #### User guide
>
> [Pagination](https://docs.inforiver.com/working-with-inforiver/8.-paginated-reporting/pagination)


# Group rows and columns

In this video, learn how Inforiver allows you to create visual hierarchies in rows & columns by selecting multiple items and grouping them. In the case of row grouping, the subtotal values are calculated automatically. Row groups can also be created automatically using classification/segmentation rules.

{% embed url="<https://lumel.wistia.com/medias/9shfmxsk1p>" %}

> ## **Related resources**
>
> #### Feature highlights
>
> [Excel-like pivot analysis in Power BI](https://inforiver.com/excel-like-pivot-analysis-powerbi/)
>
> #### User guide
>
> [Create visual hierarchies](https://docs.inforiver.com/working-with-inforiver/3.-basic-interactions/create-visual-hierarchies)
>
> #### Blogs
>
> [Group rows or columns in table / matrix reports in Power BI](https://inforiver.com/blog/general/group-rows-columns-matrix-powerbi/)


# Search & filter

When you have a large amount of data, features like search & filter can help you focus on a smaller subset based on certain conditions. You can use the search option to look for specific words or values. Nested AND/OR filtering and column filtering can be applied to filter records based on conditions.

{% embed url="<https://lumel.wistia.com/medias/xf8oguse6v>" %}

> ## **Related resources**
>
> #### Feature highlights
>
> [Excel-like pivot analysis in Power BI](https://inforiver.com/excel-like-pivot-analysis-powerbi/)
>
> #### User guide
>
> [Search & filter](https://docs.inforiver.com/working-with-inforiver/3.-basic-interactions/explore-and-filter-data/search-and-filter)


# Expand/collapse hierarchy

Inforiver provides a number of options to manage hierarchies such as expanding or collapsing row/column hierarchies to specified levels, descendants and more. Currently, in a native Power BI matrix, you cannot expand or collapse columns freely as you can do with rows.&#x20;

With Inforiver, you can expand/collapse specific columns to reveal their children, just as we can do with the row hierarchies in the native Power BI visual.

{% embed url="<https://lumel.wistia.com/medias/7e80t5q2t6>" %}

> ## **Related resources**
>
> #### Feature highlights
>
> [Excel-like pivot analysis in Power BI](https://inforiver.com/excel-like-pivot-analysis-powerbi/)
>
> #### User guide
>
> [Manage hierarchies](https://docs.inforiver.com/working-with-inforiver/3.-basic-interactions/manage-hierarchies)
>
> #### Blogs
>
> [Expand/collapse column hierarchy in Power BI](https://inforiver.com/blog/feature-highlights/expand-collapse-column-hierarchy-in-power-bi/)


# KPI explorer

KPI Explorer can be used to filter rows, columns and measures, sort by name or value and highlight row/column hierarchies using rules or ranges. You can&#x20;

(a) Filters by measures, row and column categories or use a date slicer (if dates are added to the visual)&#x20;

(b) Sort row/column hierarchies by name or value&#x20;

(c) Highlight them using rules or ranges (percentage or numeric)&#x20;

(d) Show or hide KPIs

{% embed url="<https://lumel.wistia.com/medias/spp06nf8xb>" %}

> ## **Related resources**
>
> #### Feature highlights
>
> [Explore data in Power BI](https://inforiver.com/explore-data-powerbi/)
>
> #### User guide
>
> [Explorer](https://docs.inforiver.com/working-with-inforiver/3.-basic-interactions/explore-and-filter-data/explorer)


# Audit log

Track changes to your Inforiver report using interactive & query-enabled audit & report log.&#x20;

(a) Filter based on the type of change such as Data editing or Formatting&#x20;

(b) Add comments for review&#x20;

(c) Filter the logs with comments&#x20;

(d) Search, delete, reset and export the logs

{% embed url="<https://lumel.wistia.com/medias/uiv3pv9ub5>" %}

> ## **Related resources**
>
> #### User guide
>
> [Audit logs in Inforiver](https://docs.inforiver.com/advanced-topics/audit-log)


# Export to Excel

With Inforiver, you can now perform formatted export to Excel on your table/matrix reports in Microsoft Power BI. This video gives a brief walkthrough of the export feature. The industry-leading export capability delivers the following:&#x20;

(a) Export with formatting, category/value structure and notes ​&#x20;

(b) Export table/matrix along with scaled number formatting​&#x20;

(c) Export calculated rows, columns, and edited cells​&#x20;

(d) Export with expand/collapse capability&#x20;

(e) Export to multiple Excel worksheets based on category values and more

{% embed url="<https://lumel.wistia.com/medias/aopgxdyhsx>" %}

> ## **Related resources**
>
> #### User guide
>
> [Export to Excel](https://docs.inforiver.com/working-with-inforiver/10.-exporting-reports/export#2.-export-to-excel)
>
> #### Blogs
>
> [Formatted export to Excel/spreadsheets in Power BI](https://inforiver.com/blog/general/formatted-export-to-excel-spreadsheets-in-microsoft-power-bi/)


# Comparative measures

Inforiver delivers in-built charting intelligence to manage measures better. Measure management is a feature that is unique to Inforiver. In the earlier versions, the product used 4 separate fields in the Power BI fields pane to capture data – AC, PY, PL and FC. Naturally, many users unfamiliar with IBCS standards had a confusing time assigning fields.

Currently, the comparative measure assignment is abstracted into Measure Management which is accessible through the toolbar menu. This ensures that casual users (who constitute more than 90% of Power BI users) do not have to learn about measure assignments or deal with the complexity of managing four different fields.

Watch the video to learn more about the multiple use cases that Inforiver covers, listed below:&#x20;

(a) Visualize measures and variances using the IBCS standards in Power BI&#x20;

(b) Split one measure into multiple measures with a time period without using any DAX formula in Power BI&#x20;

(c) Create new measures in Power BI while using DirectQuery &#x20;

(d) Comparison of multiple instances of different measures in Power BI&#x20;

(e) Compare and visualize non-time-based data in Power BI

{% embed url="<https://lumel.wistia.com/medias/qsvk1wjb7e>" %}

> ## **Related resources**
>
> #### Blogs
>
> [The need for better management of comparative measures in Power BI](https://inforiver.com/blog/general/the-need-for-better-management-of-comparative-measures-powerbi/)


# Images in columns

In this video, learn how to leverage Inforiver to add a measure or column with image URLs & display them as an image in your Power BI reports.

(a) Configure the measure or the column you're going to use&#x20;

(b) Select 'Image URL' in the Data category&#x20;

(c) Image URL will be displayed in the table once it's added to the field

(d) You can reposition the Image URL column anywhere within the table

{% embed url="<https://lumel.wistia.com/medias/bfp7luxojd>" %}


# Ragged hierarchies

In the case of ragged/unbalanced hierarchies where the number of levels is uneven, you can&#x20;

(a) hide the rows if the 'Category' is blank, 'Values' are blank or 'Values+Category' is blank

(b) suppress rows that contain only zeroes

(c) hide the columns with no values&#x20;

{% embed url="<https://lumel.wistia.com/medias/p5xsq7ecyv>" %}

> ## **Related resources**
>
> #### User guide
>
> [Ragged hierarchy](https://docs.inforiver.com/display-settings/hierarchy-settings#iv-ragged-hierarchy)


# Formula & calculations

<table data-header-hidden><thead><tr><th width="325"></th><th></th></tr></thead><tbody><tr><td><a href="/pages/FL3ESFSCUinUGmfqhaaf">Excel-like cell editing</a> (02:02)</td><td>Use the spreadsheet-like formula bar to edit cell value or formula; supports formula references to other cells</td></tr><tr><td><a href="/pages/boWy0PWHvmYRHtr5ovZj">Insert calculated and static rows </a>(14:12)</td><td>Insert static and calculated rows and enter values manually or define formulas using an intuitive excel-like editor</td></tr><tr><td><a href="/pages/MqTBsMOrrRm2zx2MQVcZ">Insert calculated column</a> (0:51)</td><td>Add custom calculations as columns without having to create new DAX measures or calculated columns in the data table</td></tr><tr><td><a href="/pages/OyD2SSCojfIbPd3551ZM">Insert calculated measure</a> (1:11)</td><td>Insert calculated measures when you have column hierarchies in your reports using Inforiver's advanced formula engine</td></tr><tr><td><a href="/pages/QKwg7IoO9acx6VH1IICd">Quick formula options</a> (03:40)</td><td>Utilize the one-click options to insert columns such as % contribution to grand total, running total, ranking within group​</td></tr><tr><td><a href="/pages/HdO0uJP84uI5tcUYRcBZ">Invert signs</a> (14:18)</td><td>Display +/- signs in the table to indicate revenue or expense accounts and perform aggregations</td></tr></tbody></table>


# Excel-like cell editing

In this video, learn more about Inforiver's Excel-like cell editing capabilities and how you can&#x20;

(a) Select a cell and directly enter values&#x20;

(b) Double-click a cell and open the formula bar where you can type in values or formula&#x20;

(c) Use scaled values (e.g. 4.5m) or normal values (e.g. of 4500000) while updating data&#x20;

(d) Use cell references in your formulae&#x20;

(e) Copy and paste values using Ctrl+C and Ctrl+V&#x20;

(f) Track changes to data using the audit feature

{% embed url="<https://lumel.wistia.com/medias/r2uu8opec8>" %}

> ## **Related resources**
>
> #### Feature highlights
>
> [Visual calculations in Power BI](https://inforiver.com/webinars/visual-level-formula-calculations-powerbi/)
>
> #### User guide
>
> [Excel-like cell editing](https://docs.inforiver.com/working-with-inforiver/7.-planning-budgeting-and-forecasting/what-if-analysis-and-simulations)


# Insert calculated and static rows

Inforiver delivers the fastest way to build reports in Microsoft Power BI. In this video, learn how to leverage Inforiver to&#x20;

(a) Add static rows and enter values manually&#x20;

(b) Insert calculated rows visually using an intuitive Excel-like editor&#x20;

(c) Refer to the other rows using the formula section&#x20;

(d) Use the total option to get the total of desired columns&#x20;

(e) Use the include in charts option to visualize the data as a chart

(f) Leverage multiple formatting options for data within the report&#x20;

(g) Insert % contribution rows in a single click&#x20;

(h) Add template rows that repeat for categories/subcategories

{% embed url="<https://lumel.wistia.com/medias/hn6uc1av5u>" %}

> ## **Related resources**
>
> #### Feature highlights
>
> [Visual calculations in Power BI](https://inforiver.com/webinars/visual-level-formula-calculations-powerbi/)
>
> #### User guide
>
> [Insert calculated rows](https://docs.inforiver.com/working-with-inforiver/4.-adding-business-logic-and-formulae/insert-calculated-rows)
>
> [Insert manual input rows](https://docs.inforiver.com/working-with-inforiver/4.-adding-business-logic-and-formulae/insert-manual-input-rows)
>
> #### Blog
>
> [Excel-like MoM, QoQ, YoY % calculations in rows in Power BI](https://inforiver.com/blog/general/excel-like-mom-qoq-yoy-calculations-power-bi/)
>
> [Insert row and manually enter data in Power BI matrix reports](https://inforiver.com/blog/feature-highlights/insert-row-manual-data-entry-powerbi/)


# Insert calculated column

In this video, learn how Inforiver allows you to insert calculated columns using an intuitive formula editor.&#x20;

(a) The no-code visual formula engine which supports 50+ functions (logical, math, boolean etc.,) and identifiers

(b) The formula editor provides syntax, examples and features such as autocomplete, multi-line support and more to help users create and troubleshoot formulas&#x20;

(c) You can also choose from predefined quick calculations like % contribution to total/parent, running total, ranking etc.

{% embed url="<https://lumel.wistia.com/medias/wxc7nj0d08>" %}

> ## **Related resources**
>
> #### Feature highlights
>
> [Visual calculations in Power BI](https://inforiver.com/webinars/visual-level-formula-calculations-powerbi/)
>
> #### User guide
>
> [Insert visual columns](https://docs.inforiver.com/working-with-inforiver/4.-adding-business-logic-and-formulae/insert-calculated-columns#2.-visual-column)
>
> #### Blog
>
> [Insert calculated measure or column in Power BI](https://inforiver.com/blog/feature-highlights/insert-visual-measure-column-calculations-in-microsoft-power-bi/)


# Insert calculated measure

In this video, learn how Inforiver allows you to insert calculations for every column hierarchy using an intuitive formula editor.&#x20;

(a) The no-code visual formula engine which supports 50+ functions (logical, math, boolean etc.,) and identifiers

(b) The formula editor provides syntax, examples and features such as autocomplete, multi-line support and more to help users create and troubleshoot formulas&#x20;

(c) You can also choose from predefined quick calculations like % contribution to total/parent, running total, ranking etc.

{% embed url="<https://lumel.wistia.com/medias/ro6d0jw6zr>" %}

> ## **Related resources**
>
> #### Feature highlights
>
> [Visual calculations in Power BI](https://inforiver.com/webinars/visual-level-formula-calculations-powerbi/)
>
> #### User guide
>
> [Insert visual measures](https://docs.inforiver.com/working-with-inforiver/4.-adding-business-logic-and-formulae/insert-calculated-columns#1.-visual-measure)
>
> #### Blog
>
> [Insert calculated measure or column in Power BI](https://inforiver.com/blog/feature-highlights/insert-visual-measure-column-calculations-in-microsoft-power-bi/)


# Quick formula options

Inforiver provides several one-click calculations for inserting columns and rows. The options available are&#x20;

(a) Running total&#x20;

(b) % Contribution to parent/grand total

(c) Lead/lag&#x20;

(d) Overall ranking/ranking within a group&#x20;

Watch the video for a brief walkthrough.

{% embed url="<https://lumel.wistia.com/medias/rwu8k98b49>" %}

> ## **Related resources**
>
> #### Feature highlights
>
> [Visual calculations in Power BI](https://inforiver.com/webinars/visual-level-formula-calculations-powerbi/)
>
> #### User guide
>
> [Quick formula](https://docs.inforiver.com/working-with-inforiver/4.-adding-business-logic-and-formulae/quick-formula)


# Invert signs

Leverage Inforiver capabilities to effortlessly control the signs within the report. The scenarios included in the video are - Signs in the report as required, changing the signs for calculation and display, changing the signs in display only and changing signs in the calculation only.&#x20;

Watch this video for a step-by-step explanation of the scenarios where the invert sign options are used.

{% embed url="<https://lumel.wistia.com/medias/cmkc87olc8>" %}

> ## **Related resources**
>
> #### Feature highlights
>
> [Visual calculations in Power BI](https://inforiver.com/webinars/visual-level-formula-calculations-powerbi/)
>
> #### User guide
>
> [Invert sign](https://docs.inforiver.com/advanced-topics/invert-sign)


# Planning, budgeting & forecasting

<table data-header-hidden><thead><tr><th width="327"></th><th></th></tr></thead><tbody><tr><td><a href="/pages/g27NZpTdKQwGCQq1wLco">Manual data input</a> (03:02)</td><td>Insert, edit and update values in your tabular reports​ with 50+ inbuilt functions, keywords and references</td></tr><tr><td><a href="/pages/Lk2wvF2bCbFZRJ1GVwep">Allocations </a>(07:57)</td><td>Allocate budgets and projections based on past performance or value drivers</td></tr><tr><td><a href="/pages/4CXB67X23WAWzeKaGnC6">What-if simulations</a> (01:07)</td><td>Perform what-if simulations in Power BI using a graphical simulation slider</td></tr><tr><td><a href="/pages/pFDquoexs2pJQfPt7yhm">Data entry &#x26; simulations in reading view</a> (02:26)</td><td>Report viewers can perform data input, simulations, 1-click variance analysis, notes, annotations and more</td></tr><tr><td><a href="/pages/Nf8ohbt9if1DbPtn3Jut">No-code rolling forecasts</a></td><td>Create rolling forecasts easily by blending actuals and forecasts</td></tr></tbody></table>


# Manual data input

With Inforiver, you can allow report designers and consumers (in reading view) to insert, edit and update values in your tabular reports. In this video, learn how you can&#x20;

(a) Enter data in different formats such as number, text, checkbox, single/multi-select and date&#x20;

(b) Enter formulas instead of absolute values&#x20;

(c) Leverage 50+ in-built functions (logical, math, boolean etc.,), keywords and references while creating your formula&#x20;

(d) ​Allow data input only for certain rows based on a condition/formula that you determine (e.g., Margin <10%)&#x20;

(e) Allow multiple users in the organization to enter data in the reading view​

{% embed url="<https://lumel.wistia.com/medias/hn2odsnae0>" %}

> ## **Related resources**
>
> #### Feature highlights
>
> [Input and edit data in Power BI](https://inforiver.com/input-edit-data-powerbi/)
>
> #### User guide
>
> [Insert manual input columns](https://docs.inforiver.com/working-with-inforiver/4.-adding-business-logic-and-formulae/insert-manual-input-columns)
>
> #### Blog
>
> [5 types of manual data entry options in your Power BI table/matrix](https://inforiver.com/blog/writeback/5-types-manual-data-entry-powerbi-table-matrix/)


# Allocations

With Inforiver, you can create plans & budgets in a few clicks. In this video, learn how you can&#x20;

(a) Enter at the organizational level and proportionally allocate them to its constituent products and geographies (top-down allocations)&#x20;

(b) Use various distribution options (such as driver-based or trend-based) to allocate high-level goals across business units, products, geographies, or time. E.g. costs to be allocated to various BUs based on headcount or sales.&#x20;

(c) Enter absolute values, scaled values (e.g. 5k), or increments in numbers (e.g. +2k) or percentages (+7%)&#x20;

(d) Export the entire data (to PDF or Excel)

{% embed url="<https://lumel.wistia.com/medias/thktibfcs7>" %}

> ## **Related resources**
>
> #### Feature highlights
>
> [Input and edit data in Power BI](https://inforiver.com/input-edit-data-powerbi/)
>
> #### User guide
>
> [Budgeting & allocations](https://docs.inforiver.com/working-with-inforiver/7.-planning-budgeting-and-forecasting/budgeting-and-allocations)
>
> #### Blog
>
> [5 types of manual data entry options in your Power BI table/matrix](https://inforiver.com/blog/writeback/5-types-manual-data-entry-powerbi-table-matrix/)


# What-if simulations

Learn how you can perform instant what-if simulations and forecasting using Microsoft Power BI. Inforiver allows you to:&#x20;

(a) Simulate at the org level and proportionally allocate them to its constituent products and geographies (top-down simulations)&#x20;

(b) Simulate at granular levels and roll changes to the top (bottom-up simulations)&#x20;

(c) Perform simulations intuitively using a slider&#x20;

(e) Perform simulations by appending increments in percentages (e.g. +10%, -3%)&#x20;

(f) Perform simulations by appending scaled values (e.g. +40m, -3.4k)&#x20;

(g) Run variance analysis instantly in a few clicks, and visualize them using in-built templates&#x20;

(h) Create several versions of simulations for analysis&#x20;

(i) Export the simulated data (to PDF or Excel)

{% embed url="<https://lumel.wistia.com/medias/lxr6pohx2j>" %}

> ## **Related resources**
>
> #### Feature highlights
>
> [Planning, budgeting & forecasting in Power BI](https://inforiver.com/plan-budget-forecast-powerbi/)
>
> #### User guide
>
> [What-if analysis & simulations](https://docs.inforiver.com/working-with-inforiver/7.-planning-budgeting-and-forecasting/what-if-analysis-and-simulations)
>
> [Budgeting & allocations](https://docs.inforiver.com/working-with-inforiver/7.-planning-budgeting-and-forecasting/budgeting-and-allocations)
>
> #### Blogs
>
> [5 ways to run dynamic what-if simulations in Power BI ](https://inforiver.com/blog/general/5-ways-to-run-dynamic-what-if-simulations-in-power-bi/)
>
> [Input & edit sales forecasts in a Power BI report](https://inforiver.com/blog/general/input-edit-sales-forecasts-in-a-power-bi-report/)
>
> [Forecasting multiple items with seasonality in Power BI](https://inforiver.com/blog/general/forecast-multiple-items-with-seasonality-power-bi/)


# Data entry & simulations in reading view

Learn how you can perform manual data entry and instant what-if simulations right from the reading mode in Microsoft Power BI. Inforiver allows you to:&#x20;

(a) Enter data in formats such as number, text, date, single/multi-select and more

(b) Perform budgeting and allocations

(c) Perform top-down and bottom-up simulations

(d) Run variance analysis instantly in a few clicks, and visualize them using in-built templates&#x20;

(e) Add notes, leverage conditional formatting, Top N and export the results as PDF or Excel

Note that the changes won't be saved and can be shared with other users only by exporting the file.

{% embed url="<https://lumel.wistia.com/medias/oxcfjxw9a5>" %}

> ## **Related resources**
>
> #### Feature highlights
>
> [Input and edit data in Power BI](https://inforiver.com/input-edit-data-powerbi/)
>
> [Planning, budgeting & forecasting in Power BI](https://inforiver.com/plan-budget-forecast-powerbi/)
>
> #### User guide
>
> [What-if analysis & simulations](https://docs.inforiver.com/working-with-inforiver/7.-planning-budgeting-and-forecasting/what-if-analysis-and-simulations)
>
> [Insert manual input columns](https://docs.inforiver.com/working-with-inforiver/4.-adding-business-logic-and-formulae/insert-manual-input-columns)
>
> [Budgeting & allocations](https://docs.inforiver.com/working-with-inforiver/7.-planning-budgeting-and-forecasting/budgeting-and-allocations)
>
> #### Blogs
>
> [5 types of manual data entry options in your Power BI table/matrix](https://inforiver.com/blog/writeback/5-types-manual-data-entry-powerbi-table-matrix/)
>
> [5 ways to run dynamic what-if simulations in Power BI ](https://inforiver.com/blog/general/5-ways-to-run-dynamic-what-if-simulations-in-power-bi/)
>
> [Input & edit sales forecasts in a Power BI report](https://inforiver.com/blog/general/input-edit-sales-forecasts-in-a-power-bi-report/)
>
> [Forecasting multiple items with seasonality in Power BI](https://inforiver.com/blog/general/forecast-multiple-items-with-seasonality-power-bi/)


# No-code rolling forecasts

Deliver rolling forecasts in Power BI using Inforiver, with the ability to

(a) Insert columns in your table for future time periods (not provided by your data model)

(b) Copy actual values from prior quarter/month/week column to forecast column as each period lapses

(c) Edit cells and update projections in tabular and hierarchical formats and automatically roll up (bottom-up) or distribute (top-down) values

{% embed url="<https://vimeo.com/885091536>" %}

> ## **Related resources**
>
> #### Feature highlights
>
> [Planning, budgeting & forecasting in Power BI](https://inforiver.com/plan-budget-forecast-powerbi/)
>
> #### User guide
>
> [Forecasting](https://docs.inforiver.com/working-with-inforiver/7.-planning-budgeting-and-forecasting/forecasting)


# Graphical tables

<table data-header-hidden><thead><tr><th width="330"></th><th></th></tr></thead><tbody><tr><td><a href="/pages/GT7hCk2MX2Q6pTVVzo2P">IBCS visualizations</a> (04:50)</td><td>Experience the fastest way to deliver insightful visualizations following IBCS standards</td></tr><tr><td><a href="/pages/asQL042cl310AGAvgnFA">Bar charts</a> (0:47)</td><td>Show the distribution of data within a set of categories or groups with Inforiver's bar charts</td></tr><tr><td><a href="/pages/f2x5kdQJki1uF6qdh1UO">Lollipop charts</a> (01:52)</td><td>Leverage lollipop charts instead of bar charts when there are a lot of categories</td></tr><tr><td><a href="/pages/Pa4hW1OFIQgMHFEyWETi">Waterfall charts</a> (01:01)</td><td>Show the breakdown of the total change in a value, such as a financial metric using waterfall charts</td></tr><tr><td><a href="/pages/PFgIJOHFwIkOXdarWSyN">Bullet charts for 2 measures</a> (01:47)</td><td>Compare the performance of two measures with Inforiver's bullet charts that come with six variants</td></tr><tr><td><a href="/pages/9g4bJjrlQFdWTFfe8HR6">Bullet charts for 3 measures</a> (01:56)</td><td>Utilise six variants of 3-value bullet charts for comparing 3 measures seamlessly</td></tr><tr><td><a href="/pages/t0PSzX57oh0fiV9S4P5p">Stacked charts</a> (01:02)</td><td>Highlight distribution across categories or composition over time using Inforiver's stacked charts</td></tr><tr><td><a href="/pages/UQOguXScTihAVhfWLoCO">Sparkline charts</a> (02:16)</td><td>Incorporate sparklines, spark columns, and their variants such as the win-loss trend to capture performance over time</td></tr><tr><td><a href="/pages/waZFGSSM3IP4CV61sbOJ">Tornado charts</a> (01:20)</td><td>Compare values across two segments or years using tornado charts</td></tr><tr><td><a href="/pages/oOjPW8uEKg85B1spUzLt">KPI cards</a> (06:07)</td><td>Incorporate multi-value KPI cards as part of your table/matrix reports</td></tr><tr><td><a href="/pages/icUez0sGMW2r38UcsOZR">Blend column</a> (03:31)</td><td>Blend two measures in a single column along with formatting, including conditional formatting</td></tr></tbody></table>


# IBCS visualizations

With Inforiver’s business-responsive design, it is possible to create IBCS-compliant business, management, variance, and performance reports in a single click. Some of the superior self-service, personalization and collaboration features offered by Inforiver are:&#x20;

(a) Automatic scale bands&#x20;

(b) Automatic outlier calculation&#x20;

(c) Universal number formatting&#x20;

(d) 40+ charts&#x20;

(e) Invert value option&#x20;

(f) Top/bottom N + others

(g) Notes&#x20;

Watch the video to learn about these features and many more.

{% embed url="<https://lumel.wistia.com/medias/3a3n6ah3vr>" %}

> ## **Related resources**
>
> #### Feature highlights
>
> [IBCS reports in Power BI](https://inforiver.com/ibcs-reports-powerbi/)
>
> [Fastest way to create IBCS tables](https://inforiver.com/ibcs-reports-powerbi/ibcs-tables-powerbi/)


# Bar charts

Inforiver offers three variants of bar charts: Solid bar, Colored bar, and Invert-color bar which can be inserted in a single click. Furthermore, the following customization options are available in the Customise tab from the ribbon:&#x20;

(a) axis direction&#x20;

(b) reference line and band&#x20;

(c) comparison band&#x20;

(d) data label&#x20;

(e) fill pattern and more.

{% embed url="<https://lumel.wistia.com/medias/9f38p2hcq6>" %}

> ## **Related resources**
>
> #### User guide
>
> [Bar charts](https://docs.inforiver.com/working-with-inforiver/6.-working-with-charts/bar-and-pin-charts)


# Lollipop charts

Lollipop charts, also known as pin charts, are a variation of bar charts where a dot represents the data point and a segment connects it to the X-axis. It is often used to visualize data where the length of the bar is not as important as the value itself. Inforiver offers three variants of lollipop charts: Simple, Bar colored, and Marker colored which can be inserted in a single click.

Furthermore, the following customization options are available in the Customise tab from the ribbon:&#x20;

(a) axis direction&#x20;

(b) reference line and band&#x20;

(c) comparison band&#x20;

(d) data label&#x20;

(e) fill pattern and more.

{% embed url="<https://lumel.wistia.com/medias/5yfsyfbbm9>" %}

> ## **Related resources**
>
> #### User guide
>
> [Lollipop charts](https://docs.inforiver.com/working-with-inforiver/6.-working-with-charts/bar-and-pin-charts)


# Waterfall charts

A waterfall chart is often used to show the breakdown of the total change in a value, such as a financial metric like net income or cash flow. Inforiver offers 3 variations of the waterfall chart: Solid, Colored, and Invert Colored which can be inserted in a single click. Furthermore, the following customization options are available in the Customise tab from the ribbon:&#x20;

(a) Axis config&#x20;

(b) Data label config&#x20;

(c) Continuous waterfall&#x20;

(d) Fill pattern&#x20;

(e) Appearance

{% embed url="<https://lumel.wistia.com/medias/h48b220skk>" %}

> ## **Related resources**
>
> #### Feature highlights
>
> [Falling in love with waterfall charts](https://inforiver.com/falling-in-love-with-waterfall-charts/)
>
> #### User guide
>
> [Waterfall charts](https://docs.inforiver.com/working-with-inforiver/6.-working-with-charts/waterfall-charts)


# Bullet charts for 2 measures

Performance chart types are used to visually compare multiple measures in dashboard and scorecard applications, where space is limited, and the goal is to present a lot of data in a small, easy-to-read format. Currently, Inforiver offers six variants of 2-value bullet charts. They are&#x20;

(a) IBCS bullet&#x20;

(b) Integrated variance bar&#x20;

(c) Overlapped bar&#x20;

(d) Conditional bar&#x20;

(e) Comparative bullet&#x20;

(f) Stephen Few's bullet&#x20;

Several customization options are available in the toolbar such as bullet type, fill pattern, show axis, series display, comparison band and more.

{% embed url="<https://lumel.wistia.com/medias/g3qqnl4rv3>" %}

> ## **Related resources**
>
> #### User guide
>
> [Bullet charts for 2 measures](https://docs.inforiver.com/working-with-inforiver/6.-working-with-charts/bullet-charts-and-clustered-bar-charts)


# Bullet charts for 3 measures

Performance chart types are used to visually compare multiple measures in dashboard and scorecard applications, where space is limited, and the goal is to present a lot of data in a small, easy-to-read format. Currently, Inforiver offers six variants of 3-value bullet charts. They are&#x20;

(a) Integrated variance overlap&#x20;

(b) Integrated bar with marker&#x20;

(c) Qualitative bullet marker&#x20;

(d) Conditional bar with marker&#x20;

(e) Comparative bullet&#x20;

(f) Bullet with marker&#x20;

Several customization options are available in the toolbar such as bullet type, fill pattern, show axis, series display, comparison band and more.

{% embed url="<https://lumel.wistia.com/medias/4izoh7hkcv>" %}

> ## **Related resources**
>
> #### User guide
>
> [Bullet charts for 3 measures](https://docs.inforiver.com/working-with-inforiver/6.-working-with-charts/bullet-charts-and-clustered-bar-charts)


# Stacked charts

Stacked charts are often used to show the breakdown of a total, such as the distribution of expenses by category or the composition of a portfolio by asset class. They can also be used to show changes in the composition over time, such as the distribution of sales by product or region.

Inforiver offers two variations of stacked charts, they are:&#x20;

(a) Stacked chart - where each section of the bar represents the absolute value of each series and

(b) Percentage stacked bar chart - where each section of the bar represents the relative proportions of the data series&#x20;

These charts can also be customized - The order of data series can be set to ascending or descending The data labels can be aligned within the bars The axis line can be displayed for reference IBCS, Power BI or custom themes can be applied.​

{% embed url="<https://lumel.wistia.com/medias/6t1ntpgz49>" %}

> ## **Related resources**
>
> #### User guide
>
> [Stacked charts](https://docs.inforiver.com/working-with-inforiver/6.-working-with-charts/stacked-charts)


# Sparkline charts

A sparkline is typically used to show trends in a series of values over time, such as stock prices or website traffic. Inforiver provides line, area, baseline, columns, and win-loss sparkline charts. Some of the customization options are available -&#x20;

(a) Marker - for all points, min/max, first/last, none etc.&#x20;

(b) Scale bands - to display information about the overall distribution of values&#x20;

(c) Show column - choose whether to show the Min, Max, Avg, or Sum columns or All children&#x20;

(d) Axis config - add a reference axis such as median, average, mid value etc

{% embed url="<https://lumel.wistia.com/medias/vi8vnwa4tj>" %}

> ## **Related resources**
>
> #### User guide
>
> [Sparkline charts](https://docs.inforiver.com/working-with-inforiver/6.-working-with-charts/sparkline-charts)


# Tornado charts

Tornado charts can be used best for comparing two values such as the salaries of men and women. To create a tornado chart, insert bar charts for the two columns and reverse the axis direction for one of the columns. These charts can be further customised using the options -

(a) axis direction&#x20;

(b) reference line and band&#x20;

(c) comparison band&#x20;

(d) data label&#x20;

(e) fill pattern and more.

{% embed url="<https://lumel.wistia.com/medias/n4a6a6y3x9>" %}


# KPI cards

Inforiver delivers the ability to incorporate multi-value KPI cards as part of its table/matrix reports. Here is a quick overview of how you can create KPI cards using Inforiver.&#x20;

Highlights include highly customizable headers to show charts, KPIs, logos, images and more, integration with other visuals, cross-highlighting and interactions.

{% embed url="<https://lumel.wistia.com/medias/6wovxm222j>" %}

> ## **Related resources**
>
> #### User guide
>
> [KPI presets and customization options](https://docs.inforiver.com/working-with-inforiver/8.-paginated-reporting/header-and-footer/kpi-cards)


# Blend column

With the Blend feature, you can combine the values, styling and conditional formatting from multiple columns. In this video, you'll learn&#x20;

(a) multiple ways to merge your columns&#x20;

(b) how to blend columns vertically and horizontally&#x20;

(c) how any change in the source column gets reflected in the merged column

{% embed url="<https://lumel.wistia.com/medias/adqpn0ynwu>" %}

> ## **Related resources**
>
> #### User guide
>
> [Blend measures](https://docs.inforiver.com/working-with-inforiver/3.-basic-interactions/blend-measures)


# Conditional formatting

<table data-header-hidden><thead><tr><th width="330"></th><th></th></tr></thead><tbody><tr><td><a href="/pages/cOVIeNJPaIKWmGmpBjJW">One-click options</a> (05:33)</td><td>Highlight specific performance areas using one-click options such as quick rule, color scales, classifications, and data bars</td></tr><tr><td><a href="/pages/wg3LiRGAc5U4mRQqspoW">Semantic formatting</a> (01:13)</td><td>Format positive and negative numbers using colors and indicate negative values with "-" or "()"</td></tr><tr><td><a href="/pages/7jfFVH9lbXks614QzhNq">Heat map formatting</a> (02:29)</td><td>Apply color scales such as sequential, qualitative, diverging in a single-click</td></tr><tr><td><a href="/pages/eokygzN6FQQvdjF5WI9E">Format entire row</a> (01:56)</td><td>Apply formatting to entire rows or row headers, based on your requirements</td></tr><tr><td><a href="/pages/vKOMStZOQ1XHiUTvergE">Traffic light &#x26; arrow alert </a>(02:40)</td><td>Apply traffic light icons based on predefined ranges and customize icons/colors </td></tr><tr><td><a href="/pages/FFqQtMz8fsw6LitcAwsY">Fill icon and star rating </a>(01:48)</td><td>Highlights values with circle fill and star rating icons based on ranges, with custom options</td></tr><tr><td><a href="/pages/3bWQ860MqefbCGb77zC2">Segmentation</a> (02:27)</td><td>Perform analysis such as ABC analysis and create segments based on text, ratings or icon sets </td></tr><tr><td><a href="/pages/iPfByMeFSoGmrSavwvOr">Format top/bottom N rows</a> (01:19)</td><td>Highlight top/bottom performers in reports with Inforiver's customizable conditional formatting</td></tr><tr><td><a href="/pages/NXGGpvM5Vb8Oie0gs477">Branch level formatting</a> (03:16)</td><td>Apply different conditional formatting rules to different branches in a hierarchy</td></tr><tr><td><a href="/pages/bsh5yUqdgMNtvrITTY9P">Conditional formatting of multiple hierarchies</a> (01:39)</td><td>Learn to highlight different levels in a hierarchy  based on rules without affecting totals</td></tr><tr><td><a href="/pages/SzWTQDMI1dYon6GT4XXN">Dynamic conditional formatting </a>(01:59)</td><td>Highlight cells based on a dynamic cell selection</td></tr><tr><td><a href="/pages/9ShzGSQtDjBG4D8wIc3X">Format using if conditions</a> (02:33)</td><td>Easily apply conditional formatting based on IF conditions </td></tr></tbody></table>


# One-click options

Inforiver Matrix offers a powerful one-click conditional formatting feature that allows data analysts and analytics professionals to quickly and easily highlight key insights in their data. With options such as quick rule, color scales, classifications, and data bars, users can apply a range of formatting styles to their data with just a single click.

* The quick rule feature in Inforiver is designed to help identify positive and negative values in the data.&#x20;
* The color scale option allows for a range of color scales such as sequential, diverging, continuous types.
* The classification option provides a powerful tool for those who want to classify values based on text, icon set or ratings.&#x20;
* Data bars can be used to insert colored bars inside a cell to show how a given cell value compares to others.

With these features, users can quickly identify trends and outliers in their data, making it easier to gain insights and make informed decisions.

In addition to these powerful formatting options, Inforiver Matrix allows users to preview any rule before applying it, ensuring that the final visualization is precisely what they need. For advanced users, the settings pane provides extensive customization options to highlight data in accordance with their specific analytics requirements.

{% embed url="<https://lumel.wistia.com/medias/985vfvshsf>" %}

> ## **Related resources**
>
> #### User guide
>
> [Conditional formatting](https://docs.inforiver.com/working-with-inforiver/5.-conditional-formatting)
>
> #### Blog
>
> [5 ways to supercharge your Power BI Conditional Formatting](https://inforiver.com/blog/general/supercharge-power-bi-conditional-formatting/)


# Semantic formatting

Inforiver streamlines the process of applying rules to an entire table with a single click, saving data analysts and analytics professionals valuable time.&#x20;

Users can quickly modify the colors and number format of values, including the ability to indicate negative values with a "-" or "()" symbol.&#x20;

With this feature, users can easily create visually appealing and informative tables without the need for multiple rules for each column.

{% embed url="<https://lumel.wistia.com/medias/ye5wjt3ouv>" %}

> ## **Related resources**
>
> #### User guide
>
> [Conditional formatting](https://docs.inforiver.com/working-with-inforiver/5.-conditional-formatting)
>
> #### Blog
>
> [5 ways to supercharge your Power BI Conditional Formatting](https://inforiver.com/blog/general/supercharge-power-bi-conditional-formatting/)


# Heat map formatting

Inforiver's heatmap formatting feature is a powerful tool for highlighting critical values. With a simple color scale, users can easily highlight their data values across any category or dimension, enabling a quick and intuitive understanding of performance.&#x20;

Inforiver ensures maximum readability and clarity for the reader by automatically switching font colors to white when the background color gets darker.

{% embed url="<https://lumel.wistia.com/medias/muq5rxr1kc>" %}

> ## **Related resources**
>
> #### User guide
>
> [Conditional formatting](https://docs.inforiver.com/working-with-inforiver/5.-conditional-formatting)
>
> #### Blog
>
> [5 ways to supercharge your Power BI Conditional Formatting](https://inforiver.com/blog/general/supercharge-power-bi-conditional-formatting/)


# Format entire row

Inforiver enables users to easily apply formatting to entire rows or row headers, based on their specific needs and requirements.

{% embed url="<https://lumel.wistia.com/medias/3b4gd5fdj9>" %}

> ## **Related resources**
>
> #### User guide
>
> [Conditional formatting](https://docs.inforiver.com/working-with-inforiver/5.-conditional-formatting)
>
> #### Blog
>
> [5 ways to supercharge your Power BI Conditional Formatting](https://inforiver.com/blog/general/supercharge-power-bi-conditional-formatting/)


# Traffic light & arrow alert

Inforiver's conditional formatting feature allows to apply traffic light icons to their data based on predefined value or percentage ranges. With the custom display option, users can further customize the icons and colors to highlight specific values.&#x20;

For instance, in the video, moderated-performing % margin items are highlighted in grey, while extreme values are shown in red and green. This powerful tool helps users quickly identify critical data points and draw insights from their data.

{% embed url="<https://www.youtube.com/watch?v=6KS06qoqAjQ>" %}
Traffic light and arrow alert
{% endembed %}

> ## **Related resources**
>
> #### User guide
>
> [Conditional formatting](https://docs.inforiver.com/working-with-inforiver/5.-conditional-formatting)
>
> #### Blog
>
> [5 ways to supercharge your Power BI Conditional Formatting](https://inforiver.com/blog/general/supercharge-power-bi-conditional-formatting/)


# Fill icon and star rating

Inforiver's conditional formatting feature offers a range of customization options to highlight specific values in the following ways:

1. Circle fill and star rating icons can be applied based on predefined value or percentage ranges.
2. Users can customize the icons, define the number of ranges, and select colors to highlight specific values.
3. In the first part of the video, sales data is formatted based on the Margin, and a circle fill alert is used to indicate high-margin categories.
4. The next part of the video displays 5-star ratings in a separate column, based on Margin %&#x20;

{% embed url="<https://lumel.wistia.com/medias/82gv9c61uv>" %}

> ## **Related resources**
>
> #### User guide
>
> [Conditional formatting](https://docs.inforiver.com/working-with-inforiver/5.-conditional-formatting)
>
> #### Blog
>
> [5 ways to supercharge your Power BI Conditional Formatting](https://inforiver.com/blog/general/supercharge-power-bi-conditional-formatting/)


# Segmentation

Experience dynamic segmentation in conditional formatting with Inforiver's unique segmentation feature. Users can segment their data based on customizable classification ranges, with desired labels and colors.&#x20;

In this video, we demonstrate how to create classification ranges based on margin % and group the segments into an expand-collapse enabled hierarchy.

{% embed url="<https://lumel.wistia.com/medias/caui6ixvwv>" %}

> ## **Related resources**
>
> #### User guide
>
> [Conditional formatting](https://docs.inforiver.com/working-with-inforiver/5.-conditional-formatting)
>
> #### Blog
>
> [5 ways to supercharge your Power BI Conditional Formatting](https://inforiver.com/blog/general/supercharge-power-bi-conditional-formatting/)


# Format top/bottom N rows

Effortlessly highlight top N/bottom N performers in reports with Inforiver's conditional formatting. Users can even customize the value and background colors to make the performers stand out.&#x20;

In this video, we have highlighted the top 2 and bottom 2 sub-categories in green and red, respectively, even at the category and sub-category levels.

{% embed url="<https://www.youtube.com/watch?v=aTulK6w86Jg>" %}
Top and bottom N conditional formatting
{% endembed %}

> ## **Related resources**
>
> #### User guide
>
> [Conditional formatting](https://docs.inforiver.com/working-with-inforiver/5.-conditional-formatting)
>
> #### Blog
>
> [5 ways to supercharge your Power BI Conditional Formatting](https://inforiver.com/blog/general/supercharge-power-bi-conditional-formatting/)


# Branch level formatting

Inforiver's conditional formatting feature enables branch-level formatting. This video demonstrates highlighting the top three performers in green for the computers category and negative margins in red for home appliances. This is achieved by creating two different rules for the two branches.

{% embed url="<https://www.youtube.com/watch?v=vmvxUyj5P-I>" %}
Branch level conditional formatting in Power BI
{% endembed %}

> ## **Related resources**
>
> #### User guide
>
> [Conditional formatting](https://docs.inforiver.com/working-with-inforiver/5.-conditional-formatting)
>
> #### Blog
>
> [5 ways to supercharge your Power BI Conditional Formatting](https://inforiver.com/blog/general/supercharge-power-bi-conditional-formatting/)


# Conditional formatting of multiple hierarchies

In this video, learn how to highlight leaf level values based on desired rules, including formatting individual values without affecting totals/subtotals. See how to also highlight column headers based on specific conditions, with a distinct measure or dimension specified.

{% embed url="<https://lumel.wistia.com/medias/cjzm1wzikv>" %}

> ## **Related resources**
>
> #### User guide
>
> [Conditional formatting](https://docs.inforiver.com/working-with-inforiver/5.-conditional-formatting)
>
> #### Blog
>
> [5 ways to supercharge your Power BI Conditional Formatting](https://inforiver.com/blog/general/supercharge-power-bi-conditional-formatting/)


# Dynamic conditional formatting

Watch this video to see how Inforiver's conditional formatting feature allows users to highlight cells based on a dynamic selection. This powerful tool makes it easier to identify cells that meet specific criteria, simply by choosing the 'user selection' option in the conditions field.

{% embed url="<https://lumel.wistia.com/medias/k1c7p4yr55>" %}

> ## **Related resources**
>
> #### User guide
>
> [Conditional formatting](https://docs.inforiver.com/working-with-inforiver/5.-conditional-formatting)
>
> #### Blog
>
> [5 ways to supercharge your Power BI Conditional Formatting](https://inforiver.com/blog/general/supercharge-power-bi-conditional-formatting/)


# Format using if conditions

This video explains how Inforiver simplifies the process of creating complex rules and conditions for applying conditional formatting. See how margin values can be highlighted using a straightforward mathematical function powered by the user's own measures, streamlining the reporting process.

{% embed url="<https://lumel.wistia.com/medias/dnueeudybh>" %}

> ## **Related resources**
>
> #### User guide
>
> [Conditional formatting](https://docs.inforiver.com/working-with-inforiver/5.-conditional-formatting)
>
> #### Blog
>
> [5 ways to supercharge your Power BI Conditional Formatting](https://inforiver.com/blog/general/supercharge-power-bi-conditional-formatting/)


# Visual-level formulas

<table data-header-hidden><thead><tr><th width="325"></th><th></th></tr></thead><tbody><tr><td><a href="/pages/2gpeveZIWZpzTm3xS5BK">Excel-like cell editing </a>(04:36)</td><td>Use the spreadsheet-like formula bar to edit cell value or formula; supports formula references to other cells</td></tr><tr><td><a href="/pages/oazdcFhELXImm0lTq8TZ">Quick formula options</a> (03:00)</td><td>Utilize the one-click options to insert columns such as % contribution to grand total, running total, ranking within group​</td></tr><tr><td><a href="/pages/TtKTQNpWOsTD8DsEmvr1">Smart analysis</a> (03:01)</td><td>Perform one-click contribution and variance analysis without using DAX</td></tr><tr><td><a href="/pages/X69NRbU7YZayNFrWpsJN">Excel-like formula editor</a> (04:21)</td><td>Leverage no-code visual formula engine which supports 50+ functions (logical, math, boolean etc.,) and identifiers</td></tr><tr><td><a href="/pages/xeI72ZNju3XMnOlTGaf8">Calculated measures and columns</a> (02:31)</td><td>Add custom calculations as columns and measures  without having to create new DAX measures or calculated columns in the data table</td></tr><tr><td><a href="/pages/eUg8uHRpv6hkeF0xnIDR">4 ways of inserting rows</a> (06:09)</td><td>Insert static, calculated, contribution and template rows in Power BI</td></tr><tr><td><a href="/pages/Gdw03hu4eE8qlShY1YHt">Evaluate column before rows</a> (01:49)</td><td>Configure the column total and subtotal calculations when inserting calculated rows</td></tr><tr><td><a href="/pages/kw2dpmBJd3B1YAUixV3N">Manage aggregations</a> (4:00)</td><td>Apply custom measure aggregations in a specific report (e.g., average quantity sold) instead of using the default aggregation</td></tr><tr><td><a href="/pages/hDNh2fZvXQiWpyWnbNc1">Automatic variance calculations (1:44)</a></td><td>View absolute and percentage variances in a single-click by simply assigning the measures to the correct fields</td></tr></tbody></table>


# Excel-like cell editing

In this video, learn more about Inforiver's Excel-like cell editing capabilities and how you can&#x20;

(a) Select a cell and directly enter values&#x20;

(b) Double-click a cell and open the formula bar where you can type in values or formula&#x20;

(c) Use scaled values (e.g. 4.5m) or normal values (e.g. of 4500000) while updating data&#x20;

(d) Use cell references in your formulae&#x20;

(e) Copy and paste values using Ctrl+C and Ctrl+V&#x20;

(f) Track changes to data using the audit feature

{% embed url="<https://lumel.wistia.com/medias/3stiywebps>" %}

> ## **Related resources**
>
> #### Feature highlights
>
> [Visual calculations in Power BI](https://inforiver.com/webinars/visual-level-formula-calculations-powerbi/)
>
> #### User guide
>
> [Excel-like cell editing](https://docs.inforiver.com/working-with-inforiver/7.-planning-budgeting-and-forecasting/what-if-analysis-and-simulations)


# Quick formula options

Inforiver provides several one-click calculations for inserting columns and rows. The options available are&#x20;

(a) Running total&#x20;

(b) % Contribution to parent/grand total

(c) Lead/lag&#x20;

(d) Overall ranking/ranking within a group&#x20;

Watch the video for a brief walkthrough.

{% embed url="<https://lumel.wistia.com/medias/s0oqwxq367>" %}

> ## **Related resources**
>
> #### Feature highlights
>
> [Visual calculations in Power BI](https://inforiver.com/webinars/visual-level-formula-calculations-powerbi/)
>
> #### User guide
>
> [Quick formula](https://docs.inforiver.com/working-with-inforiver/4.-adding-business-logic-and-formulae/quick-formula)


# Smart analysis

Inforiver provides quick smart analysis options to meet your specific needs. In this video, we'll show you how to perform two advanced analyses that would normally require using DAX.

(a) Contribution/vertical analysis: Easily determine the contribution of each value in a column to a chosen benchmark cell.

(b) Variance analysis: Quickly calculate the variance of each value in a column to a chosen benchmark cell.

{% embed url="<https://lumel.wistia.com/medias/37iyda5dfh>" %}

> ## **Related resources**
>
> #### Feature highlights
>
> [Visual calculations in Power BI](https://inforiver.com/webinars/visual-level-formula-calculations-powerbi/)
>
> #### User guide
>
> [Smart analysis in Power BI](https://docs.inforiver.com/working-with-inforiver/4.-adding-business-logic-and-formulae/quick-formula#2.-smart-analysis)


# Excel-like formula editor

Inforiver provides a no-code visual formula engine which supports 50+ functions (logical, math, boolean etc.,) and identifiers. The formula editor provides syntax, examples and features such as autocomplete, multi-line support and more to help users create, and troubleshoot formulas.

(a) Conditional statements - IF, IFNA and SWITCH

(b) Logical functions - AND, NOT, OR, IN, ISEMPTY etc.&#x20;

(c) Math functions - ABS, AVERAGE, AVERAGEIF, COUNT, SUM, FILTER etc.&#x20;

(d) Text formatting functions - CONCATENATE, LEFT, RIGHT, MID, CLEAN, UPPER, LOWER etc.&#x20;

(e) Date functions - DAY, MONTH, DATEADD, DATEDIFF, FROMEXCELDATE, TOEXCELDATE etc.

(f) Statistical functions - MEDIAN, MODE, QUARTILE, QUARTILEEXC, STDEV, STDEVP etc.

(g) Sort functions – SORT, SORTDESC

(h) Identifiers - COLUMNS, DESCENDANTS, HAS, HAS\_ALL, RELATIVE etc.

{% embed url="<https://lumel.wistia.com/medias/a0mfli8yqa>" %}

> ## **Related resources**
>
> #### Feature highlights
>
> [Visual calculations in Power BI](https://inforiver.com/webinars/visual-level-formula-calculations-powerbi/)
>
> #### User guide
>
> [Insert calculated rows](https://docs.inforiver.com/working-with-inforiver/4.-adding-business-logic-and-formulae/insert-calculated-rows)
>
> [Insert calculated columns](https://docs.inforiver.com/working-with-inforiver/4.-adding-business-logic-and-formulae/insert-calculated-columns)
>
> [List of formulas and functions](https://docs.inforiver.com/formula-syntax)
>
> #### Blog
>
> [Excel-like MoM, QoQ, YoY % calculations in rows in Power BI](https://inforiver.com/blog/general/excel-like-mom-qoq-yoy-calculations-power-bi/)
>
> [Insert calculated measure or column in Power BI](https://inforiver.com/blog/feature-highlights/insert-visual-measure-column-calculations-in-microsoft-power-bi/)


# Calculated measures and columns

In this video, learn how Inforiver allows you to insert calculated measures and columns using an intuitive formula editor.&#x20;

(a) The no-code visual formula engine which supports 50+ functions (logical, math, boolean etc.,) and identifiers

(b) The formula editor provides syntax, examples and features such as autocomplete, multi-line support and more to help users create and troubleshoot formulas&#x20;

(c) You can also choose from predefined quick calculations like % contribution to total/parent, running total, ranking etc.

{% embed url="<https://lumel.wistia.com/medias/jtdh8msuqs>" %}

> ## **Related resources**
>
> #### Feature highlights
>
> [Visual calculations in Power BI](https://inforiver.com/webinars/visual-level-formula-calculations-powerbi/)
>
> #### User guide
>
> [Insert visual columns](https://docs.inforiver.com/working-with-inforiver/4.-adding-business-logic-and-formulae/insert-calculated-columns#2.-visual-column)
>
> [Insert visual measures](https://docs.inforiver.com/working-with-inforiver/4.-adding-business-logic-and-formulae/insert-calculated-columns#1.-visual-measure)
>
> #### Blog
>
> [Insert calculated measure or column in Power BI](https://inforiver.com/blog/feature-highlights/insert-visual-measure-column-calculations-in-microsoft-power-bi/)


# 4 ways of inserting rows

Inforiver delivers the fastest way to build reports in Microsoft Power BI. In this video, learn how to leverage Inforiver to&#x20;

(a) Add static rows and enter values manually&#x20;

(b) Insert calculated rows visually using an intuitive Excel-like editor&#x20;

(c) Insert % contribution rows in a single click&#x20;

(d) Add template rows that repeat for categories/subcategories

{% embed url="<https://lumel.wistia.com/medias/6y92lt13ij>" %}

> ## **Related resources**
>
> #### Feature highlights
>
> [Visual calculations in Power BI](https://inforiver.com/webinars/visual-level-formula-calculations-powerbi/)
>
> #### User guide
>
> [Insert calculated rows](https://docs.inforiver.com/working-with-inforiver/4.-adding-business-logic-and-formulae/insert-calculated-rows)
>
> [Insert manual input rows](https://docs.inforiver.com/working-with-inforiver/4.-adding-business-logic-and-formulae/insert-manual-input-rows)
>
> [Insert % contribution rows](https://docs.inforiver.com/working-with-inforiver/4.-adding-business-logic-and-formulae/quick-formula#3.-contribution-rows)
>
> [Insert template rows](https://docs.inforiver.com/advanced-topics/template-rows)
>
> #### Blog
>
> [Excel-like MoM, QoQ, YoY % calculations in rows in Power BI](https://inforiver.com/blog/general/excel-like-mom-qoq-yoy-calculations-power-bi/)
>
> [Insert row and manually enter data in Power BI matrix reports](https://inforiver.com/blog/feature-highlights/insert-row-manual-data-entry-powerbi/)


# Evaluate columns before rows

When inserting calculated rows, in some cases you might want the column totals to be the sum of the child columns whereas in other cases, it needs to follow the defined formula. In this video, learn how to configure this behaviour using the 'Evaluate column before rows' option.&#x20;

{% embed url="<https://lumel.wistia.com/medias/z1hhdw0slx>" %}

> ## **Related resources**
>
> #### Feature highlights
>
> [Visual calculations in Power BI](https://inforiver.com/webinars/visual-level-formula-calculations-powerbi/)
>
> #### User guide
>
> [Evaluate columns before rows](https://docs.inforiver.com/working-with-inforiver/4.-adding-business-logic-and-formulae/insert-calculated-rows#4.-evaluate-column-before-rows)


# Manage aggregations

Inforiver’s aggregation feature allows you to override the native Power BI aggregation for measures without having to make extensive model-level changes.&#x20;

In this video, learn how to apply custom measure aggregations in a specific report (e.g., average quantity sold) instead of using the default aggregation used in a data model (e.g., the sum of quantity sold).&#x20;

{% embed url="<https://lumel.wistia.com/medias/n7qmquk1xm>" %}

> ## **Related resources**
>
> #### Feature highlights
>
> [Visual calculations in Power BI](https://inforiver.com/webinars/visual-level-formula-calculations-powerbi/)
>
> #### User guide
>
> [Manage aggregations ](https://docs.inforiver.com/advanced-topics/manage-aggregations)


# Automatic variance calculations

With Inforiver, you can automatically calculate and visualize variances between actuals, forecasts, plans and prior year ​​series. Learn more in this video.

{% embed url="<https://lumel.wistia.com/medias/ofxz8zhds5>" %}

> ## **Related resources**
>
> #### Feature highlights
>
> [Visual calculations in Power BI](https://inforiver.com/webinars/visual-level-formula-calculations-powerbi/)
>
> #### User guide
>
> [Set version](https://docs.inforiver.com/working-with-inforiver/7.-planning-budgeting-and-forecasting/set-version)


# Analytics+

Welcome to the video resource center for Inforiver Analytics+. This page offers a collection of instructional and thought leadership videos to help users maximize the value of Analytics+.&#x20;

For additional content, please visit our [YouTube channel](https://www.youtube.com/@Inforiverbi/featured).

## Expert Speak

<table data-view="cards"><thead><tr><th></th><th data-hidden data-card-cover data-type="files"></th><th data-hidden data-card-target data-type="content-ref"></th></tr></thead><tbody><tr><td><p><strong>No-Code Storytelling &#x26; Power BI</strong> <strong>Integration</strong>
</p><p><sub><em>Presented by Gopal Krishnamurthy (CEO, Lumel) and Reid Havens (Microsoft MVP)</em></sub></p></td><td><a href="/files/MgmDVvyoHpFJQxPvcZXu">/files/MgmDVvyoHpFJQxPvcZXu</a></td><td><a href="/pages/n4JQWYiZ0O5ZM3en87Cc">/pages/n4JQWYiZ0O5ZM3en87Cc</a></td></tr></tbody></table>

## Product Overview

<table data-view="cards"><thead><tr><th><select><option value="t8CwaVZONJA9" label="Overview" color="blue"></option><option value="hoZVNjTe0DD2" label="Feature" color="blue"></option><option value="JR0FgIZc4p6H" label="Best Practices" color="blue"></option></select></th><th></th><th></th><th data-hidden data-card-cover data-type="files"></th><th data-hidden data-card-target data-type="content-ref"></th></tr></thead><tbody><tr><td><span data-option="t8CwaVZONJA9">Overview</span></td><td><strong>Quick Introduction</strong></td><td>
A concise overview of Analytics+ capabilities and value proposition.</td><td><a href="/files/1rJ2KfRu8yNNwN6NADS4">/files/1rJ2KfRu8yNNwN6NADS4</a></td><td><a href="/pages/1RTtllr2OON3aqI2bhtV">/pages/1RTtllr2OON3aqI2bhtV</a></td></tr><tr><td><span data-option="t8CwaVZONJA9">Overview</span></td><td><strong>Getting Started</strong></td><td>Step-by-step video tutorial to get up and running quickly with Analytics+.</td><td><a href="/files/BZUs1QmFdPbVO2xeimCa">/files/BZUs1QmFdPbVO2xeimCa</a></td><td><a href="/pages/oa0z2vSO9LTzuHQb7WQ2">/pages/oa0z2vSO9LTzuHQb7WQ2</a></td></tr><tr><td><span data-option="t8CwaVZONJA9">Overview</span></td><td><strong>Storyboarding</strong></td><td>Explore Analytics+ Storyboard features and it's use it.</td><td><a href="/files/qCkOxuom4DtKVQ4jPJE1">/files/qCkOxuom4DtKVQ4jPJE1</a></td><td><a href="/pages/HoxLg5BOVvXUjZzpKF94">/pages/HoxLg5BOVvXUjZzpKF94</a></td></tr></tbody></table>

## Feature Highlights

<table data-view="cards"><thead><tr><th></th><th><select><option value="enitu3rt0zX2" label="Feature" color="blue"></option><option value="8k32oYyfdMDW" label="Best Practices" color="blue"></option></select></th><th></th><th data-hidden data-card-cover data-type="image">Cover image</th><th data-hidden data-card-target data-type="content-ref"></th></tr></thead><tbody><tr><td><strong>Multi Row KPI Cards</strong></td><td><span data-option="enitu3rt0zX2">Feature</span></td><td>Design and customize complex multi-row visual components for advanced reporting.</td><td><a href="/files/5FIbkTg36TlPbLNb0NmP">/files/5FIbkTg36TlPbLNb0NmP</a></td><td><a href="/pages/mABaoQBdvZOG0USlj3YA">/pages/mABaoQBdvZOG0USlj3YA</a></td></tr><tr><td><strong>IBCS Visualizations</strong></td><td><span data-option="8k32oYyfdMDW">Best Practices</span></td><td>International Business Communication Standards (IBCS) in your visual analytics for clarity and consistency.</td><td><a href="/files/fZnOM1Y3YNkiFePXyvC9">/files/fZnOM1Y3YNkiFePXyvC9</a></td><td><a href="/pages/bGj32A6yvaNY01iSukLh">/pages/bGj32A6yvaNY01iSukLh</a></td></tr><tr><td><strong>Conditional Formatting</strong></td><td><span data-option="enitu3rt0zX2">Feature</span></td><td>Learn to apply comparison band to visualize range in column charts.</td><td><a href="/files/2gCDBvR39a1VUolH597O">/files/2gCDBvR39a1VUolH597O</a></td><td><a href="/pages/wVwm16e2HHVNYA0Z51cn">/pages/wVwm16e2HHVNYA0Z51cn</a></td></tr><tr><td><strong>Trellis Customizations</strong></td><td><span data-option="enitu3rt0zX2">Feature</span></td><td>Configure Trellis/Matrix mode, customize layout and styling for clear, professional dashboards.</td><td><a href="/files/uei03rgjTuPqP33BosDv">/files/uei03rgjTuPqP33BosDv</a></td><td><a href="/pages/KcPXF43FLi73aXtGz8cJ">/pages/KcPXF43FLi73aXtGz8cJ</a></td></tr><tr><td><strong>Ranking</strong></td><td><span data-option="enitu3rt0zX2">Feature</span></td><td>Apply dynamic ranking to your visuals by customizing rank logic and formatting to highlight key insights.</td><td><a href="/files/nf81CSStIr92g5lwE9zg">/files/nf81CSStIr92g5lwE9zg</a></td><td><a href="/pages/yINoa01HUznjS3OGLQQ8">/pages/yINoa01HUznjS3OGLQQ8</a></td></tr><tr><td><strong>4D Hierarchy</strong></td><td><span data-option="enitu3rt0zX2">Feature</span></td><td>Learn how to create 4D Hierarchy Charts for multi-level data analysis and storytelling.</td><td><a href="/files/bTOQA2zKT5WVlbivGVlg">/files/bTOQA2zKT5WVlbivGVlg</a></td><td><a href="/pages/Eehu5P4ZQvVcxachkXwJ">/pages/Eehu5P4ZQvVcxachkXwJ</a></td></tr><tr><td><strong>Win/Loss Highlight</strong></td><td><span data-option="enitu3rt0zX2">Feature</span></td><td>Visually emphasize negative values and configure Win/Loss rules in your charts.</td><td><a href="/files/MrD5hEQYHBJCfB5Ev6oQ">/files/MrD5hEQYHBJCfB5Ev6oQ</a></td><td><a href="/pages/S7IU36t7SLqmQfyhlrJr">/pages/S7IU36t7SLqmQfyhlrJr</a></td></tr><tr><td><strong>Color Scales</strong></td><td><span data-option="enitu3rt0zX2">Feature</span></td><td>Enhance visuals with Color Scales in Inforiver. Apply sequential, diverging, or custom schemes for impactful charts.</td><td><a href="/files/RZtWYpFiVj7evbRs8EPt">/files/RZtWYpFiVj7evbRs8EPt</a></td><td><a href="/pages/Km9jOYhHtrs6phnTfafM">/pages/Km9jOYhHtrs6phnTfafM</a></td></tr><tr><td><strong>Comparison Bands</strong></td><td><span data-option="enitu3rt0zX2">Feature</span></td><td>Enable comparison bands, and customize colors for clear, impactful visuals in just a few clicks.</td><td><a href="/files/EMq8IlKjlYRVXm6RVjFL">/files/EMq8IlKjlYRVXm6RVjFL</a></td><td><a href="/pages/zb4wt62EaSaHPaAhCGG6">/pages/zb4wt62EaSaHPaAhCGG6</a></td></tr><tr><td><strong>Deviation</strong></td><td><span data-option="enitu3rt0zX2">Feature</span></td><td>Compare measures and uncover trends with Inforiver’s Deviation feature. </td><td><a href="/files/3dyUajBD98SExhW9vNzi">/files/3dyUajBD98SExhW9vNzi</a></td><td><a href="/pages/q0KRxFRAxBDC7dKY1ASz">/pages/q0KRxFRAxBDC7dKY1ASz</a></td></tr><tr><td><strong>CAGR</strong></td><td><span data-option="enitu3rt0zX2">Feature</span></td><td>Learn to add and customize CAGR lines for precise growth insights with Inforiver Analytics+.</td><td><a href="/files/brIpowwmDugTGkHIMF51">/files/brIpowwmDugTGkHIMF51</a></td><td><a href="/pages/okfPrmMQR5XjvX8sog7w">/pages/okfPrmMQR5XjvX8sog7w</a></td></tr></tbody></table>

To learn more about Analytics+, read our [detailed documentation](https://docs.inforiver.com/analytics+).


# Introducing Analytics+

Gopal Krishnamurthy (CEO, Lumel) and Reid Havens (Microsoft MVP) explore Lumel's new 3-in-1 no-code storytelling visual: Inforiver Analytics+.

They discuss consolidation into Power BI with Inforiver Analytics+ :

-> Migrating dashboards from other BI tools like Tableau, Spotfire, Qlik, Cognos, SAP Lumira, etc.

-> Transitioning from PowerPoint dashboards that use add-ons like Think-cell or Mekko Graphics.

Inforiver Analytics+ ships with advanced interactive charts like Waterfall, Boxplot, Marimekko, Bullet, and a range of storytelling charts. Gopal showcases exciting new features like the Hierarchical trellis, Measure-in-rows, Measure grouping, KPI card toolbar, Small multiple tables, and many more!

Watch the video to see Inforiver Analytics+ in action!

{% embed url="<https://www.youtube.com/watch?v=1GLaxjJ-hag>" %}


# Analytics+ - An overview

Introducing Analytics+ is a 3-in-1 integrated visualization and storytelling platform - with over 50+ charts, KPI cards, and tables in a single Power BI visual. Analytics+ is designed to help customers migrate from Tableau, Spotfire, Qlik, Cognos, SAP Lumira, or static PowerPoint dashboards using Think-cell or Mekko Graphics and consolidate them within Power BI.

The Analytics+ visual ships with a wide range of features that can create insightful and compelling dashboards in under 5 minutes!!

1. Small multiple for all charts like Tableau and Spotfire
2. “Visual pivot table” for your hierarchical data on all three axes (x,y,z) like Spotfire
3. Trellis tables with Excel-like formatting
4. Advanced visualizations: Box and whisker plot, Marimekko chart, advanced waterfall charts
5. Special charts for storytelling: Slope graph, lollipop, dumbbell, dot plot, arrow & range plots
6. Advanced storytelling capabilities like Think-Cell and Mekko Graphics: Dynamic deviations (CAGR), annotations, series connector lines, automatic series, and categorical sorting.
7. Split and group measures into trellis panels like Tableau.

{% embed url="<https://lumel.wistia.com/medias/j4ae6zf9ob>" %}




---

[Next Page](/llms-full.txt/1)