Navigating the Inforiver toolbar 

Inforiver provides a wide array of customizations, data entry capabilities, analysis options, report design, and export options. Let’s take a quick look at the various moving parts of the Inforiver toolbar and how to navigate the different sections. 

To enable the toolbar, after assigning data, hover over the top portion of the visual and click on the arrow icon. Note that that toolbar will automatically be displayed if you resize the visual to fill the canvas. 

The Inforiver toolbar has 4 main ribbons: 

• Home 
• Insert 
• Design 
• Export 

Additional ribbons are displayed depending on the customization: 

• Header and footer ribbon are displayed when customizing the header or footer.  
• Customize ribbon is displayed when we embed charts in the report.  

We’ll start with the Home tab. 

1. Home 

The Home ribbon is divided into 7 different sections based on the functionality provided. Let’s explore the home ribbon.

1.1. Style

The options in this section can be used to: 

• Set the layout to Hierarchy/Outline/Table, etc.; you can also choose to display measures as rows instead of columns.  
• Customize the font style, color, and size.  
• Hide rows/columns and forecasts for closed periods.  
• Use the format painter icon to replicate any styling quickly. 
• Set borders and background colors for cells.  

Learn more about the Style section. 

1.2. Align

The options in this section can be used to: 

• Set the horizontal (left, centre, right) and vertical(top/bottom/middle) alignment.  
• Rotate the measure headers vertically or at a 45-degree angle using header orientation.  
• Increase/decrease the padding around the cells.  
• Enable word wrap for very long measure headers. 

Learn more about alignment options. 

1.3. Number formatting 

The options in this section can be used to set the scaling factor for the entire report or for individual measures; convert and display values as percentages; add a prefix or suffix to the values; increase or decrease the number of digits to be displayed after the decimal point. 

Learn more about number formatting. 

1.4. Chart 

With Inforiver, you can add more perspective to your reports by embedding charts. You can choose from a range of charts, including bar charts, pin and lollipops, waterfall, bullets, and sparklines. This feature is explored later in this blog. 

1.5. Analyze 

Conditional formatting: Emphasize your data using colours or data bars. You can set custom conditional formatting rules as well. For instance, if the sales measure is below a certain limit, then display those cells in red. Learn more about conditional formatting. 

Totals: Display the grand total and subtotals for each category. The totals can be enabled for rows and columns. Learn more about setting totals and subtotals. 

Top N: Rank your data and display the top-performing or bottom-performing categories. Learn more about Inforiver’s Top N feature. 

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. Learn more about using the KPI explorer. 

Search: Locate characters, words, and phrases in your Inforiver report easily with a keyword search. 

Filter: Inforiver enables you to define custom filters on your data categories. 

Learn more about searching and filtering in Inforiver. 

1.6. Annotate 

Add more context to your data using the notes feature. You can insert notes at a cell level, row/column header level, as notes column, and as footnotes. Learn more about leveraging notes. 

1.7. Actions 

Templates: Inforiver offers 3 types of templates to display your data. Learn more about templates. 

Display: Apply customizations for displaying data, hierarchical structures, and numbers. Use on-load scripts perform actions when the visual is loaded. Learn more about display settings. 

Learn more about toolbar options, reverting changes to default settings, and enabling rails.  

2. Insert 

The Insert ribbon is divided into 7 different sections – let’s see what each section does. 

2.1. Row

Insert data input rows and calculated rows using the options in this section. You can also invert rows in a single click. Learn more about working with calculated rows, manual input rows, and inverting rows.  

2.2. Column 

You can insert calculated columns using Inforiver’s built-in formulae or write custom formulae. You can also create manual input columns with numeric, text, drop down, checkboxes and date options. Inforiver also enables you to run simulations on your data and create rolling forecasts. 

Learn more about creating columns using quick formulae, custom formulae, data input columns, running simulations, and forecasting.  

2.3. Cell 

You can use the edit cell button to enable the formula bar and key in a custom calculation for a particular cell. Use the smart analysis option to add % contribution and variance % columns based on any cell. Learn more about smart analysis. 

2.4. Customize 

Click on the Group option to create visual-level hierarchies in your data by creating custom groups. Inforiver allows to set aggregation at the report, measure, and category levels. You can manage the aggregation assignments from the UI. 

Learn more about creating custom groups and managing aggregation. 

2.5. Set version 

In Inforiver, you can compare two or more measures in the report and calculate absolute and percentage variances automatically using the set version feature. 

Learn more about set version. 

2.6. Filter Context 

Inforiver provides built-in context awareness i.e., any comments, notes, or even headers that you add will be updated dynamically based on external filter or slicer selection. 

Learn more about setting up context-awareness in Inforiver. 

2.7. Audit 

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

Learn more about tracking change using the audit log feature. 

3. Design 

The Design ribbon is divided into 6 different sections, let’s take a look.  

3.1. Header & Footer 

Customize the header and footer using this option. Clicking on the Header & Footer button will display the customization ribbon for headers and footers. This feature is explored later in this blog.

3.2. Enterprise Themes 

With Inforiver's Enterprise themes feature, you can create and upload custom themes to the repository which can be accessed by others in the organization. Learn more about working with enterprise themes. 

3.3. Table and page breaks 

These sections can be used to set pagination options – whether to display the data in a single page with scrolling or multiple pages; set row, column, and section breaks based on category. 

Learn more about pagination options in Inforiver. 

3.4. Report+ 

With Report+, you can build no-code paginated reports using preset designs, header/footer formatting capabilities, row/column/section breaks, summary/list/comparison views and more in a matter of minutes. 

Learn more about the Report+ capability

3.5. Display and theme 

You can use the options in the display section to demarcate categories by setting gridlines and customize the highlight settings for rows. In the theme section, you can set a dark or light theme for the toolbar and canvas. You can also set the styles for locked cells/ data input fields and native measures. 

Learn more about the display and theme sections. 

Display section: 

Theme section: 

4. Export 

4.1. Export  

This tab provides options create fully formatted PDF or Excel exports of your report with expand/collapse, pagination and include calculated data along with comments and replies. 

Learn more about exporting reports. 

4.2. Writeback 

With Inforiver’s signature writeback feature, you can save the report data to several database, file, data lake and data warehouse destinations. 

Learn more about data writeback. 

4.3. Snapshot 

Inforiver enables you to freeze the data at month-end accounting/financial closes for future comparisons that are not impacted by source data changes and dataset refreshes. 

 Learn more about creating, managing, and scheduling snapshots. 

4.4. Backup 

Inforiver allows you to import/export the visual configuration as a JSON file. The JSON file can be saved to your local system and shared with other users as well. 

Learn more about backup and restore in Inforiver. 

5. Customize  

This tab is activated only when you embed charts in your reports. You can use the options in this tab to customize chart elements such as setting the color scheme, fill pattern and scaling. The customization options vary based on the chart type. 

Learn more about customizing embedded charts. 

6. Header & footer 

This tab is activated only while customizing the header or footer. You can use different elements like charts, text, images and KPI – with individual customizations for each type. You can select from a range of layouts, set the horizontal and vertical alignment, and select the data to be used in the header.  

Learn more about header and footer customizations. 

Inforiver offers an extensive selection of customizations and analysis features for every element of your reports. Register for a free trial to explore Inforiver’s powerful capabilities.