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Inforiver Matrix FAQ

1. Does Inforiver support calculation groups?
Yes. Inforiver supports calculation groups as well as all the other native Power BI functionalities. All native Power BI features will work in conjunction with Inforiver features.
2. Your demonstration always shows one visual per page in full screen mode. Can there also be multiple tables on one page, interacting with each other by filtering?
Yes. Inforiver can be used in small form factors just like native Power BI table/matrix. Inforiver works with slicers and other native visuals and supports multiple cross-filtering.
3. When I export to PDF, why does the font that I have chosen not persist?

Because we are limited to the 3 MB custom visual size - we are not able to support all the fonts with the Export to PDF feature (each font family is 1MB in size). We were recently able to add "Times New Roman" as additional font for the Export to PDF feature.

By August 2022 - we will switch to the Inforiver font family from Antikor Mono which will become our default font. As the Inforiver Font family will be like Segoe but monospaced for numbers – we think it will be a better default font option. Also, Enterprise Edition customers will be able to use any custom font in the subscription scheduler for the export to PDF feature as the enterprise edition has database storage where we could upload additional font style including custom corporate fonts

4. Using Display, I can set or change preferences/settings for General, Hierarchy or Numbers. Can I save my changes permanently or do I have to change settings for each new report?
With our enterprise edition – you can save your theme, settings etc., and it would automatically download them based on your user profile as corporate theme and default settings. This is possible only with enterprise edition because we need a DB and server to store and retrieve this configuration.
5. Can I use Inforiver for budgeting/forecasting?

YES. With Inforiver premium and enterprise editions, you can input and 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 what-if 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
3. Entering Forecasts, Comments and Write Back Integration Webinar - https://vimeo.com/696438395

However, we suggest using Inforiver to gather your budgets, forecasts, plans and variance comments using row level security just like we gather them using Excel spreadsheets. ValQ is our recommended advanced planning solution for enterprise use cases. We are working on modernizing ValQ and Integrating with Inforiver where you collect forecast and commentary inputs. ValQ is a separate offering and requires separate purchase for customers needing a full-blown XP&A or FP&A or Value Driver Planning solution.

6. 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.

7. 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.
8. Can I write back 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, SQL server, Postgres, MySQL, SAP HANA

· OneDrive and SharePoint – Writeback file as a CSV to the selected folder.

· URL – HTTPS post with the CSV as payload to a configured endpoint

9. Which edition supports export to Excel?

All editions support formatted paginated 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.

10. 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.

11. What is the performance on large datasets?

Inforiver works best with summarized and aggregated data. Your Data model could contain billions of rows, but we recommend that using Power BI slicers you restrict the data assigned to Inforiver to be in summarized in nature.

We also recommend that you don’t compare the performance of Inforiver matrix vs Power BI Matrix, as Power BI only brings one hierarchy level of data at a time and using windowing technique, they only show what you can see. However, Inforiver brings all the hierarchy levels at once and we paginate them so that we can offer hundreds of additional features and visual level formula capabilities like Excel. So, we are architecturally different from Power BI Matrix for a reason. In the near future – we will offer turbo mode where Inforiver matrix will function like Native Matrix by bringing only one hierarchy level at a time for performance reasons but compromising on features/functionalities which requires all the hierarchy levels

12. Is there a limit to the number of pages that can be exported?
We offer a formatted and paginated export solution. So, there is a limit of 30k rows for Excel and 1000 pages for PDF for performance and fidelity reasons on the quality of export.
13. Does Inforiver license support Embedding/OEM use cases where I can (a) build Power BI reports using Inforiver to service & support multiple customers, or (b) embed Inforiver in our product and sell it for a fee?

No. This license is strictly for Internal use only. You may not embed or bundle (OEM) - Inforiver fully or partially with your own products or services to your customers or any third party for any reason. Any embedding / OEM licensing needs to be based on Power BI SKU used, no of customers and no of users, etc. Contact us to learn more.

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About Inforiver!

Inforiver drives business productivity and business performance with faster time to insights inside Power BI through an intuitive no-code experience. The product is developed by Lumel Technologies (formerly Visual BI), which has a decade of experience in building add-on solutions on top of BI platforms (SAP BI and Power BI) with our suite of innovative products such as ValQ, xViz, and BI Hub
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