FAQ

General

How does Inforiver work?

Inforiver is available as a visual for Microsoft Power BI as a standalone .pbiviz file and in Microsoft AppSource. It can be imported into Microsoft Power BI desktop or service, and can also be published as an Organization visual by your Power BI admin. Once imported and pinned, it gets listed in the Visualization pane of your Power BI report, which you can use to build your reports.

Note that you do not require any database, server, or external service to run Inforiver (Standard, Professional and Premium Editions).

Is Inforiver Microsoft Certified?

We expect to get our Standard, Professional and Premium editions certified by end of Q2 2022

Does Inforiver store my data outside our company’s environment?

No. All your data is retained only within the visual and your Power BI report when you use Standard, Professional or Premium Editions. It is NOT stored or transferred outside your company’s environment.

There are some exceptions when you use the Enterprise Edition – where use cases such as write-back (to a database), scheduling/bursting of reports or collaborative commenting capabilities are required. For these specific use cases, you will require an external database or server. There are two possible options here – (a) using secure Azure workspace hosted by Inforiver where data is stored in an encrypted manner, or (b) customers with data security concerns can self-host within their network in their private azure tenant so that data security or external network communication concerns are addressed.

Does Inforiver require any database or server to run?

No. Inforiver does not require any database, server, service, or assistance from your IT team.

However, for specific use cases using the Enterprise Edition – such as writeback data (to a database) or scheduling reports (using a server) – external infrastructure may be needed. There are two possible options here – (a) using secure Azure workspace hosted by Inforiver where data is stored in an encrypted manner, or (b) customers with data security concerns can self-host within their network in their private azure tenant so that data security or external network communication concerns are addressed.

How complex is the installation process?
Installing Inforiver takes less than a minute. Visit Get Started for installation details.
Do I require the permission of the Power BI Administrator to install or use these visuals after purchasing them?

You can import these visuals into Power BI on your own as mentioned here: Install Inforiver for yourself.

However, we recommend that you use the Organizational Custom Visual repository (OCV) to host our visuals for your users, for which you will need your administrator’s help. Refer to Installing Inforiver for your organization.

I have some technical questions on Inforiver. Where can I get additional information?

There is an active Inforiver community where you can post your questions, share ideas and feedback.

If you have a paid subscription, you may also reach out to our helpdesk (you would have received our helpdesk details in your welcome email upon purchasing).

What is the difference between Inforiver editions?
Refer to the editions page for a detailed comparison.
Where can I find the Inforiver Terms of Service and End User License Agreement (EULA)?
You can find our End User License Agreement here.

Licensing

How does Inforiver licensing work?

Inforiver is available on a monthly or annual subscription basis and is licensed based on the number of users. Specifically, there are two user types (for whom the licensing is different) : (a) Report authors/editors and (b) Report viewers.

Authors/Editors have the ability to create and edit reports in the Power BI desktop or Power BI Service. You pay a flat subscription fee for each author/editor (and the fee varies by Inforiver Edition).

Viewers are users who consume the reports (built using Inforiver) exclusively in ‘Reading View’. They are not required to create or edit reports (built using Inforiver). Viewer subscription is available by tier (Up to 50 users, up to 100 users, etc.).

Why do I have to pay for viewer licenses separately, especially when there is a per-user Author/Editor licensing?

While some companies need only 10 authors/editors and 10 viewers, some organizations require 10 authors/editors and 5000 viewers. Charging for viewers separately ensures that our pricing plan is viable, transparent, and cost-effective for everyone – individuals, small & medium businesses, and large enterprises.

This pricing is also reflective of the actual usage & value delivered to an organization.

I mostly only view reports, but occasionally, I will edit a report. Would I still need an Author/Editor license?
YES. Any user who accesses the reports in edit mode, whether occasionally or regularly MUST possess an Author/Editor license. Viewer licenses are restricted to Power BI’s reading mode ONLY.
Are your licenses Concurrent?
Our licensing follows ‘unique user’ model instead of ‘concurrent user’ model. In other words, licenses need to be purchased for the total number of unique users (creators/editors and viewers) for the period and not just for the number of users simultaneously or concurrently using Inforiver.
Are licenses transferable between users?
In situations where an employee is permanently leaving your team or organization, you can transfer the license to another employee or user. However, since the license follows a ‘unique user’ model, licenses are NOT transferable. In other words, you are required to possess enough licenses to cover every unique user (whether creator or viewer) accessing reports containing Inforiver visual(s).
If a user is accessing reports containing an Inforiver visual in different ways, does this add to multiple counts of license usage?

No. Our usage is on a per-unique-user basis. If a user internal to your organization accesses reports containing a visual in different ways – such as through a web portal, Power BI service as well as through Microsoft Teams – it still only counts as a single usage of the license.

Please note that this is not the case for users external to your organization.

Can I deploy the licensed visuals on multiple tenants?

Licenses purchased permit deployment of all reports only on a SINGLE Power BI tenant (domain, service, report server etc). This is also mentioned in our End User License Agreement here.

If you would like to deploy the visuals on multiple tenants, you will require a different type of licensing.

I am creating reports for a customer of mine and deploying all reports on their environment. How do I purchase the licenses?
You may request your customer to purchase the licenses for deployment in their environment and request them to allot a license to you. Alternately, you can still purchase the licenses for your customer, and have it shipped to them – however in this case, you will (a) own the licenses, (b) be responsible for upholding the terms & conditions, (c) responsible for renewals and cancellations. Please note that the ownership of the licenses CANNOT be transferred or assigned to your customer or any other entity.

Payment & Subscriptions

I would like to purchase Inforiver using a Purchase Order (PO). Can you generate an invoice with the PO reference?
Yes, while making payment online, there is an optional field to enter your PO details. This number will be reflected in the invoice sent to you.
Can I pay for Inforiver purchase offline (e.g., bank transaction, wire, or a cheque)?
Offline payments are supported for transactions that are > USD 5000 per annum equivalent. Please note that this is applicable only for annual subscriptions. Reach out to sales (at) inforiver (dot) com for more details.
How are licenses delivered? How long does it take?
Licenses are delivered electronically to the shipping email address that you provide at the time of checkout. For Credit Card payments, the process is entirely automated – as soon as we charge the card, the licenses are automatically dispatched. It may take ten (10) minutes for you to receive it in your email. In case of PO-based payments, licenses are dispatched within 24-48 hours (working day hours) after the payment has been made in full.
How do I cancel auto-renewal?
By default, all online subscriptions will auto-renew at the end of each billing period. Auto-renewal can be cancelled by sending an email to Inforiver support team at least 30 days prior to the renewal date for annual subscriptions and 5 business days for monthly subscriptions.
How do I cancel my subscription?

You can cancel your subscription by sending a cancellation request to our support team at least 5 business days prior to the subscription renewal date.

Note: We are working on providing the ability for customers to cancel your trial/subscription from the customer portal automatically.

If I cancel my subscription in the middle of my subscription period, will I get a refund?

For monthly subscriptions, you can opt to cancel auto-renewal any time. If you are in the very first month of subscription, the fee will be refunded to you.

For annual subscriptions, you will receive a 100% refund if you cancel within the first 30 days. You will receive a pro-rated refund for cancellations initiated beyond this period.

Can we make changes to the EULA to modify the terms and conditions?
As a policy, we do not make changes to our standard EULA. If you still need any changes to the agreement as an exception, you will be charged an additional one-time fee to cover our legal and administrative expenses for custom agreement. Also, these are done only for companies that are looking at enterprise level purchase volumes on a case-by-case basis

Partners & Resellers

I am a reseller looking at purchasing Inforiver for my client/customer. Can I do so directly through the website?

Yes. Once you hit the Buy Now option to proceed to check out, just enter your customer’s details as the shipping details for the products you are purchasing. To do this, you will need to check the option labeled “Licensing it to a different user or company?”

FAQ - Inforiver - Licensing it to a different user or company

PO Number can also be entered during checkout. The invoice will be sent to the email address provided in ‘Billing Details’ section, and the licenses will be electronically shipped to the shipping email address.

Do you offer reseller or partner discounts for Inforiver?
Currently, we do not offer discounts to resellers or partners. We will be launching partner programs in Q2 2022.
If I purchase Inforiver visuals for a customer, who is liable for the renewals? Is it me or the customer?
While the licenses are delivered to your customer, you are the owner of the licenses. This means that renewals or cancellations of these licenses are your responsibility. Ownership of the licenses CANNOT be transferred or assigned to your customer or any other entity.
I need to submit a quote to my customer for their approval to procure Inforiver licenses for them. Can you provide us with a quote?
We can issue a quote provided the purchase amount is greater than USD 5,000. Please note that we only provide quotes addressed directly to your customer and not to resellers.

Features

Does Inforiver support calculation groups?
Yes. Inforiver supports calculation groups.
Can I use Inforiver for budgeting/forecasting?

YES. With Inforiver, you can create new budget/forecasts in seconds. Specifically, you can (a) Create forecasts based on past sales data, (b) Create forecasts from a blank template, (c) Allocate forecasts across countries or product categories proportional to past performance, (d) Perform dynamic whatif simulations to adjust forecasts using a slider interface (e) Comment and annotate on budgets, forecasts, plan, or variance data points, and (f) writeback forecast data along with notes & comments.

Refer to

1. Manual Input for Budgets – https://youtu.be/3XHFAjmh0AA
2. Advanced Forecasting & What If Simulations in Microsoft Power BI – https://youtu.be/FmdhTS4u6Ks

What are the collaboration options available?

Inforiver supports collaboration with other users through real-time commenting, email notifications, scheduled excel & pdf reports and commentary digests.

Users can post, reply, and mention users; email notifications are sent on reply and mentions. Authors can restrict access on who can post comments in the visual. Comment digests can be scheduled at custom intervals which summarizes all comments made between each run.

These options are available only with enterprise edition.

Can I notify users using comments?
Yes, users can be notified using commenting. @ can be used to lookup the list of users from one’s organization. This feature is available in the Enterprise edition.
Can I writeback the data from Inforiver to my data source?

Inforiver writeback allows users to post the data and comments from the visual to a supported destination. We currently support writeback to

• Database – Snowflake, Azure SQL server, Postgres, MySQL
• OneDrive and SharePoint – Writeback file as a CSV to the selected folder.
• URL – HTTPS post with the CSV as payload to a configured endpoint

Which edition supports export to Excel?

All editions support formatted export to excel in WYSIWYG with structure, format and notes as is. The Premium & Enterprise editions provide additional customization options for Export to Excel, and they support Export to PDF too.

Note: Export to PDF and Excel is possible only in Power BI service. Once you publish your reports, the options should get enabled.

Is it possible to schedule reports to email or other destinations like OneDrive?
Inforiver scheduler is available as an add-on to the Enterprise edition. Custom scheduling of reports to email and other external destinations like OneDrive, SharePoint and Teams is supported. Burst and broadcast of paginated reports honoring row-level security (RLS) is also possible.
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About Inforiver!

Inforiver delivers the fastest way to build collaborative reports in Power BI through a seamless low-code / no-code experience. The product is developed by Lumel Technologies, which has a decade of experience in building visualization products including ValQ, xViz and BI Hub.
ValQ
BI Hub
xViz
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