# Reporting Matrix

### Expert speak

<table data-header-hidden><thead><tr><th width="363"></th><th></th></tr></thead><tbody><tr><td><a href="reporting-matrix/expert-speak/visual-formulas-vs-dax-with-marco-russo">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="reporting-matrix/expert-speak/faster-reporting-and-insights-with-matt-allington">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="reporting-matrix/expert-speak/the-best-custom-visual-for-power-bi">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="reporting-matrix/expert-speak/build-a-p-and-l-income-statement-in-less-than-5-minutes">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="reporting-matrix/expert-speak/formatting-financial-statements-in-power-bi-p-and-l">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="reporting-matrix/overview/no-code-reporting">No-code reporting</a> (07:50)</td><td>Deliver flexibility in layout, presentation and formatting for report developers </td></tr><tr><td><a href="reporting-matrix/overview/cutting-edge-data-visualizations">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="reporting-matrix/overview/advanced-data-analysis">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="reporting-matrix/overview/data-provenance-and-audit">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="reporting-matrix/overview/what-if-simulations">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="reporting-matrix/general/reorder-rows-and-columns">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="reporting-matrix/general/layout-options">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="reporting-matrix/general/advanced-filtering">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="reporting-matrix/general/conditional-formatting">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="reporting-matrix/general/nested-top-n-+-others">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="reporting-matrix/general/number-formatting">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="reporting-matrix/general/cell-and-value-formatting">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="reporting-matrix/general/notes-and-annotations">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="reporting-matrix/general/totals-and-subtotals">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="reporting-matrix/general/one-click-templates">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="reporting-matrix/general/pagination">Pagination</a> (00:52)</td><td>Build highly-formatted, interactive, no-code paginated reports in Power BI</td></tr><tr><td><a href="reporting-matrix/general/group-rows-and-columns">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="reporting-matrix/general/search-and-filter">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="reporting-matrix/general/expand-collapse-hierarchy">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="reporting-matrix/general/kpi-explorer">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="reporting-matrix/general/audit-log">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="reporting-matrix/general/export-to-excel">Export to Excel</a> (01:30)</td><td>Export your Power BI table/matrix reports to spreadsheets effortlessly</td></tr><tr><td><a href="reporting-matrix/general/comparative-measures">Comparative measures</a> (04:33)</td><td>Inforiver delivers the measure management feature to manage comparative measures easily</td></tr><tr><td><a href="reporting-matrix/general/images-in-columns">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="reporting-matrix/general/ragged-hierarchies">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="reporting-matrix/formula-and-calculations/excel-like-cell-editing">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="reporting-matrix/formula-and-calculations/insert-calculated-and-static-rows">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="reporting-matrix/formula-and-calculations/insert-calculated-column">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="reporting-matrix/formula-and-calculations/insert-calculated-measure">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="reporting-matrix/formula-and-calculations/quick-formula-options">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="reporting-matrix/formula-and-calculations/invert-signs">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="reporting-matrix/planning-budgeting-and-forecasting/manual-data-input">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="reporting-matrix/planning-budgeting-and-forecasting/allocations">Allocations </a>(07:57)</td><td>Allocate budgets and projections based on past performance or value drivers</td></tr><tr><td><a href="reporting-matrix/planning-budgeting-and-forecasting/what-if-simulations">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="reporting-matrix/planning-budgeting-and-forecasting/data-entry-and-simulations-in-reading-view">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="reporting-matrix/graphical-tables/ibcs-visualizations">IBCS visualizations</a> (04:50)</td><td>Experience the fastest way to deliver insightful visualizations following IBCS standards</td></tr><tr><td><a href="reporting-matrix/graphical-tables/bar-charts">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="reporting-matrix/graphical-tables/lollipop-charts">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="reporting-matrix/graphical-tables/waterfall-charts">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="reporting-matrix/graphical-tables/bullet-charts-for-2-measures">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="reporting-matrix/graphical-tables/bullet-charts-for-3-measures">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="reporting-matrix/graphical-tables/stacked-charts">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="reporting-matrix/graphical-tables/sparkline-charts">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="reporting-matrix/graphical-tables/tornado-charts">Tornado charts</a> (01:20)</td><td>Compare values across two segments or years using tornado charts</td></tr><tr><td><a href="reporting-matrix/graphical-tables/kpi-cards">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="reporting-matrix/graphical-tables/blend-column">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="reporting-matrix/conditional-formatting/one-click-options">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="reporting-matrix/conditional-formatting/semantic-formatting">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="reporting-matrix/conditional-formatting/heat-map-formatting">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="reporting-matrix/conditional-formatting/format-entire-row">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="reporting-matrix/conditional-formatting/traffic-light-and-arrow-alert">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="reporting-matrix/conditional-formatting/fill-icon-and-star-rating">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="reporting-matrix/conditional-formatting/segmentation">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="reporting-matrix/conditional-formatting/format-top-bottom-n-rows">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="reporting-matrix/conditional-formatting/branch-level-formatting">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="reporting-matrix/conditional-formatting/conditional-formatting-of-multiple-hierarchies">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="reporting-matrix/conditional-formatting/dynamic-conditional-formatting">Dynamic conditional formatting </a>(01:59)</td><td>Highlight cells based on a dynamic cell selection</td></tr><tr><td><a href="reporting-matrix/conditional-formatting/format-using-if-conditions">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="reporting-matrix/visual-level-formulas/excel-like-cell-editing">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="reporting-matrix/visual-level-formulas/quick-formula-options">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="reporting-matrix/visual-level-formulas/smart-analysis">Smart analysis</a> (03:01)</td><td>Perform one-click contribution and variance analysis without using DAX</td></tr><tr><td><a href="reporting-matrix/visual-level-formulas/excel-like-formula-editor">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="reporting-matrix/visual-level-formulas/calculated-measures-and-columns">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="reporting-matrix/visual-level-formulas/4-ways-of-inserting-rows">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="reporting-matrix/visual-level-formulas/evaluate-columns-before-rows">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="reporting-matrix/visual-level-formulas/manage-aggregations">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="reporting-matrix/visual-level-formulas/automatic-variance-calculations">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>


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