Inforiver Videos
MatrixEnterprise
  • Writeback Matrix
    • Overview
      • Enterprise Planning & Performance Management in Power BI
      • Real-Integrated Planning in Power BI
      • Top 5 Driver-Based Planning Techniques in Power BI
      • Power BI Writeback - A deep dive
    • Features
      • Summary
      • Collaborative commenting
      • Schedule, burst & broadcast reports
      • Data writeback
      • Writeback to Fabric OneLake/Data Warehouse
      • Ad-hoc emails
      • Dropdown lists
  • Reporting Matrix
    • Expert speak
      • Visual formulas vs DAX with Marco Russo
      • Faster reporting and insights with Matt Allington
      • The best custom visual for Power BI?
      • Build a P&L / Income statement in less than 5 minutes
      • Formatting financial statements in Power BI - P&L
    • Overview
      • No-code reporting
      • Cutting-edge data visualizations
      • Advanced data analysis
      • Data provenance & audit
      • What-if simulations
    • General
      • Reorder rows and columns
      • Layout options
      • Advanced filtering
      • Nested top N + others
      • Conditional formatting
      • Number formatting
      • Cell & value formatting
      • Notes & annotations
      • Comments with filter context
      • Totals & subtotals
      • One-click templates
      • Pagination
      • Group rows and columns
      • Search & filter
      • Expand/collapse hierarchy
      • KPI explorer
      • Audit log
      • Export to Excel
      • Comparative measures
      • Images in columns
      • Ragged hierarchies
    • Formula & calculations
      • Excel-like cell editing
      • Insert calculated and static rows
      • Insert calculated column
      • Insert calculated measure
      • Quick formula options
      • Invert signs
    • Planning, budgeting & forecasting
      • Manual data input
      • Allocations
      • What-if simulations
      • Data entry & simulations in reading view
      • No-code rolling forecasts
    • Graphical tables
      • IBCS visualizations
      • Bar charts
      • Lollipop charts
      • Waterfall charts
      • Bullet charts for 2 measures
      • Bullet charts for 3 measures
      • Stacked charts
      • Sparkline charts
      • Tornado charts
      • KPI cards
      • Blend column
    • Conditional formatting
      • One-click options
      • Semantic formatting
      • Heat map formatting
      • Format entire row
      • Traffic light & arrow alert
      • Fill icon and star rating
      • Segmentation
      • Format top/bottom N rows
      • Branch level formatting
      • Conditional formatting of multiple hierarchies
      • Dynamic conditional formatting
      • Format using if conditions
    • Visual-level formulas
      • Excel-like cell editing
      • Quick formula options
      • Smart analysis
      • Excel-like formula editor
      • Calculated measures and columns
      • 4 ways of inserting rows
      • Evaluate columns before rows
      • Manage aggregations
      • Automatic variance calculations
  • Analytics+
Powered by GitBook
On this page
  • Expert speak
  • Overview
  • General
  • Formula & calculations
  • Planning, budgeting & forecasting
  • Graphical tables
  • Conditional formatting
  • Visual-level formulas

Reporting Matrix

Expert speak

Learn how Inforiver can be a smooth transition for Excel users to Power BI

Explore the numerous features in Inforiver that facilitate fast insights

Learn why Andre Fomin thinks Inforiver is in a league of its own

Deliver a financial statement in less than 5 minutes in Power BI, without using DAX

Rapidly deliver complex financial statements with no DAX knowledge

Overview

Deliver flexibility in layout, presentation and formatting for report developers

Deliver a range of charts inside your table/matrix reports in a single click

Enrich your decision-making by using no-code analysis & derivative calculations

Track changes to your report & data, and utilize notes to communicate context

Modern forecasting & dynamic simulation capabilities in a spreadsheet-like interface

General

Reorder and custom sort rows and columns in a few seconds, without resorting to DAX scripting or modelling workarounds

Leverage excel-like layouts such as classic, stepped & outline and show measures on rows or columns

With advanced filtering, filter values in each column as you can do in spreadsheets

Apply semantic formatting, color scales, segmentation, data bars and many more in a few clicks

Identify the most or least important categories using Inforiver's advanced Top/Bottom N + Others feature

Apply intelligent number formatting and scaling to your Power BI table/matrix reports

Edit font color, style, size, and text alignment in a cell, or apply formatting effects

Enhance your data stories with cell, row, column & report-level notes, footnotes & annotations

Manage row & column subtotals & grand totals the way you want in an intuitive & flexible manner

Leverage three types of quick-start business templates, each of which can be customized further

Build highly-formatted, interactive, no-code paginated reports in Power BI

Group specific rows or columns seamlessly in your Power BI table/matrix reports

Focus on relevant data when there are a large number of records using search and filter

Manage row and column hierarchies with options such as expand or collapse to specified levels, descendants and more

Filter rows, columns and measures, sort by name or value and highlight row/column hierarchies using rules or ranges

Experience an interactive, filterable, exportable and comment-enabled audit log to track changes to your report

Export your Power BI table/matrix reports to spreadsheets effortlessly

Inforiver delivers the measure management feature to manage comparative measures easily

Leverage Inforiver to add measures or columns with image URLs & display them as an image in your Power BI reports

Handle ragged hierarchies easily with Inforiver, without having to worry about blank rows

Formula & calculations

Use the spreadsheet-like formula bar to edit cell value or formula; supports formula references to other cells

Insert static and calculated rows and enter values manually or define formulas using an intuitive excel-like editor

Add custom calculations as columns without having to create new DAX measures or calculated columns in the data table

Insert calculated measures when you have column hierarchies in your reports using Inforiver's advanced formula engine

Utilize the one-click options to insert columns such as % contribution to grand total, running total, ranking within group​

Display +/- signs in the table to indicate revenue or expense accounts and perform aggregations

Planning, budgeting & forecasting

Insert, edit and update values in your tabular reports​ with 50+ inbuilt functions, keywords and references

Allocate budgets and projections based on past performance or value drivers

Perform what-if simulations in Power BI using a graphical simulation slider

Report viewers can perform data input, simulations, 1-click variance analysis, notes, annotations and more

Graphical tables

Experience the fastest way to deliver insightful visualizations following IBCS standards

Show the distribution of data within a set of categories or groups with Inforiver's bar charts

Leverage lollipop charts instead of bar charts when there are a lot of categories

Show the breakdown of the total change in a value, such as a financial metric using waterfall charts

Compare the performance of two measures with Inforiver's bullet charts that come with six variants

Utilise six variants of 3-value bullet charts for comparing 3 measures seamlessly

Highlight distribution across categories or composition over time using Inforiver's stacked charts

Incorporate sparklines, spark columns, and their variants such as the win-loss trend to capture performance over time

Compare values across two segments or years using tornado charts

Incorporate multi-value KPI cards as part of your table/matrix reports

Blend two measures in a single column along with formatting, including conditional formatting

Conditional formatting

Highlight specific performance areas using one-click options such as quick rule, color scales, classifications, and data bars

Format positive and negative numbers using colors and indicate negative values with "-" or "()"

Apply color scales such as sequential, qualitative, diverging in a single-click

Apply formatting to entire rows or row headers, based on your requirements

Apply traffic light icons based on predefined ranges and customize icons/colors

Highlights values with circle fill and star rating icons based on ranges, with custom options

Perform analysis such as ABC analysis and create segments based on text, ratings or icon sets

Highlight top/bottom performers in reports with Inforiver's customizable conditional formatting

Apply different conditional formatting rules to different branches in a hierarchy

Learn to highlight different levels in a hierarchy based on rules without affecting totals

Highlight cells based on a dynamic cell selection

Easily apply conditional formatting based on IF conditions

Visual-level formulas

Use the spreadsheet-like formula bar to edit cell value or formula; supports formula references to other cells

Utilize the one-click options to insert columns such as % contribution to grand total, running total, ranking within group​

Perform one-click contribution and variance analysis without using DAX

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

Add custom calculations as columns and measures without having to create new DAX measures or calculated columns in the data table

Insert static, calculated, contribution and template rows in Power BI

Configure the column total and subtotal calculations when inserting calculated rows

Apply custom measure aggregations in a specific report (e.g., average quantity sold) instead of using the default aggregation

View absolute and percentage variances in a single-click by simply assigning the measures to the correct fields

PreviousDropdown listsNextExpert speak

Last updated 11 months ago

(1:21:20)

(1:09:22)

(15:39)

(06:00)

(08:06)

(07:50)

(06:44)

(09:14)

(04:02)

(05:06)

(0:26)

(01:29)

(02:35)

(01:45)

(01:58)

(01:06)

(02:33)

(02:59)

(01:25)

(01:12)

(00:52)

(00:40)

(01:33)

(00:32)

(01:16)

(02:10)

(01:30)

(04:33)

(01:52)

(00:36)

(02:02)

(14:12)

(0:51)

(1:11)

(03:40)

(14:18)

(03:02)

(07:57)

(01:07)

(02:26)

(04:50)

(0:47)

(01:52)

(01:01)

(01:47)

(01:56)

(01:02)

(02:16)

(01:20)

(06:07)

(03:31)

(05:33)

(01:13)

(02:29)

(01:56)

(02:40)

(01:48)

(02:27)

(01:19)

(03:16)

(01:39)

(01:59)

(02:33)

(04:36)

(03:00)

(03:01)

(04:21)

(02:31)

(06:09)

(01:49)

(4:00)

Visual formulas vs DAX with Marco Russo
Faster reporting and insights with Matt Allington
The best custom visual for Power BI?
Build your first P&L / Income statement in Power BI in less than 5 minutes
Formatting financial statements in Power BI - P&L
No-code reporting
Cutting-edge data visualizations
Advanced data analysis
Data provenance & audit
What-if simulations
Reorder rows and columns
Layout options
Advanced filtering
Conditional formatting
Nested top N + others
Number formatting
Cell & value formatting
Notes & annotations
Totals & subtotals
One-click templates
Pagination
Group rows and columns
Search & filter
Expand/collapse hierarchy
KPI explorer
Audit log
Export to Excel
Comparative measures
Images in columns
Ragged hierarchies
Excel-like cell editing
Insert calculated and static rows
Insert calculated column
Insert calculated measure
Quick formula options
Invert signs
Manual data input
Allocations
What-if simulations
Data entry & simulations in reading view
IBCS visualizations
Bar charts
Lollipop charts
Waterfall charts
Bullet charts for 2 measures
Bullet charts for 3 measures
Stacked charts
Sparkline charts
Tornado charts
KPI cards
Blend column
One-click options
Semantic formatting
Heat map formatting
Format entire row
Traffic light & arrow alert
Fill icon and star rating
Segmentation
Format top/bottom N rows
Branch level formatting
Conditional formatting of multiple hierarchies
Dynamic conditional formatting
Format using if conditions
Excel-like cell editing
Quick formula options
Smart analysis
Excel-like formula editor
Calculated measures and columns
4 ways of inserting rows
Evaluate column before rows
Manage aggregations
Automatic variance calculations (1:44)