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Welcome to the Inforiver Enterprise October 2022 update. We are thrilled to announce several new features and key enhancements most anticipated by our Inforiver community!
Inforiver Enterprise SaaS edition is now available for purchase in Microsoft Appsource!
Key enhancements in this 1.7 release are listed below. Feel free to jump to any specific section for more details.
1. New data type – Checkbox
v1.7 introduces a new data input column type – checkbox as shown below.
2. Create list from datasets
For columns of type Single Select and Multi Select, list of values (LOV) can be created from your Power BI datasets or from other dimensions like Master Data reference fields as shown in the below video.
3. Export audit logs
Data input and allocations are tracked in audit log and can be exported as an excel file.
The exported file has 2 additional sheets – Data Entry and Sync. If data input columns are configured to sync with an external database, the status of sync operations are captured in the sheet ‘Sync’.
4. Support for ‘Values on Rows’
When switching to Pivot Mode ->Values on Rows, all data input columns except checkboxes and date are supported.
5. Sorting of data input columns
Sorting ascending or descending is supported for all data input columns except checkboxes.
6. Autofill rows & columns
Till the previous version, only numbers could be auto filled across rows and columns. In v1.7, values can be copied for all other types except checkboxes.
7. Other enhancements
a) You can apply rich text formatting for text columns such as font color, style, highlights and inserting links. It is very useful for highlighting variances and calling attention to important outliers and exceptions within the notes and comments.
b) Date columns support date entry in addition to selection from the calendar.
c) Support for auto wrap of the data input columns has been added.
To enable auto wrap, in ‘Home’ -> ‘Auto fit’, turn on the ‘Auto wrap columns’ option.
d) Text/Single-Select/Multi-Select columns are inserted as visual columns by default.
e) Undo/redo
You can undo/redo actions for data input columns from the Home ->Actions in the toolbar or using the shortcuts Ctrl+Z and Ctrl+Shift+Z respectively.
1. New writeback destinations
V1.7 supports 3 new destinations - Amazon Redshift, SingleStore and Azure Synapse Analytics Dedicated SQL Pool. Azure Synapse Serverless is in our short-term roadmap and will be added soon.
2. Scenarios
User managed scenarios have been introduced which replaces the earlier process of creating/updating versions.
‘Manage Scenarios’ allows users to select series that needs to be included in the scenario.
a) Scenarios can be locked which locks it from writeback.
In the below example, Scenario 2 has been locked as seen in the first image. On clicking writeback, the scenarios displayed doesn’t include Scenario 2.
b) Writeback of scenarios from reading mode for viewers can be enabled or allowed only for select users.
Scenario 1 has been enabled for writeback in reading mode as seen in the first image. In reading mode, only Scenario 1 is available for writeback.
c) Specific users can be provided permissions for performing the writeback.
3. New sync database destination
External databases can be configured to live update changes in data input columns. In version 1.7, support for Snowflake as a sync/live database destination has been added.
1. AD Group import
Users can be added from AD groups as shown below.
In the below image, the group ‘Inforiver – COE’ has been added. Once someone from the group logs in, an account will be created for the user with member access to the workspace. If someone is removed from the Active Directory AD group, the changes can be updated in the Inforiver workspace by syncing. As a result, the user account will be deleted from the workspace.
2. Onboarding actions
‘Onboarding Actions’ has been introduced to facilitate admins with necessary configurations such as consents, integrations, user management and writeback/sync settings.
3. Subscriptions
A new page called ‘My Subscriptions’ has been added to the scheduler console. This will help admins to view subscriptions created by them separately. Admins can view all the subscriptions in the workspace in the ‘All Subscriptions’ page.
4. Destination settings
Admins can decide if writeback to file destinations is allowed for end users.
1. Bulk Import/Export support for filters and bookmarks
In case of emails, you can bulk import/export recipients with ease.
On clicking ‘Bulk Upload’, you can download a sample file as shown below. You can fill the details and upload the same.
If you have filled it manually or made changes in the console after importing from excel, you can also export the updated recipient list as shown below.
2. SharePoint scheduling uses the graph API and lists the sites available for the user in the selection dropdown. In earlier versions, it was required to paste the link.
3. Microsoft Teams destination configuration automatically detects the SharePoint folder for file upload.
4. Inforiver Sans font support during preview and export has been introduced.
1. Show my tasks
Comments that are assigned to users can be accessed from the reading view as shown below. This makes it easier for users with read access to view a consolidated list of the tasks assigned to them.
2. Pivot Mode – Values on Rows
You can switch to pivot mode right from the reading view by clicking on the highlighted icon.
To learn more about the new Premium features and enhancements, visit here.
We'd love to hear your ideas for Inforiver – be it a cool new feature or an improvement on existing features. Visit the Inforiver Community to share your ideas, vote on other submissions, and interact with other users.
Inforiver helps enterprises consolidate planning, reporting & analytics on a single platform (Power BI). The no-code, self-service award-winning platform has been recognized as the industry’s best and is adopted by many Fortune 100 firms.
Inforiver is a product of Lumel, the #1 Power BI AppSource Partner. The firm serves over 3,000 customers worldwide through its portfolio of products offered under the brands Inforiver, EDITable, ValQ, and xViz.