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(9) (10).png and /dev/null differ diff --git a/.gitbook/assets/image (9).png b/.gitbook/assets/image (9).png index 94487e4d..f4466f6b 100644 Binary files a/.gitbook/assets/image (9).png and b/.gitbook/assets/image (9).png differ diff --git a/.gitbook/assets/image.png b/.gitbook/assets/image.png index a8aa35f1..8b662448 100644 Binary files a/.gitbook/assets/image.png and b/.gitbook/assets/image.png differ diff --git a/admin-console/settings/writeback.md b/admin-console/settings/writeback.md index df954f80..f811fcb5 100644 --- a/admin-console/settings/writeback.md +++ b/admin-console/settings/writeback.md @@ -30,13 +30,13 @@ Enter the connection name and click 'Save connection' to complete the connection The created connection will be listed on the Connections page. -

Connection created

+

Connection created

### ii) Edit/Delete connection You can edit the available connections using the edit icon(pencil) available on the top right corner of each connection. -

Edit connection

+

Edit connection

Clicking the pencil icon will open the 'Edit connection' page where you can edit or make changes to the connection. diff --git a/display-settings/general-settings.md b/display-settings/general-settings.md index b230067d..f032375d 100644 --- a/display-settings/general-settings.md +++ b/display-settings/general-settings.md @@ -95,7 +95,7 @@ You can remove the row highlight by selecting the 'off' option from the drop-dow Enable the _**Measure Only Highlight**_ option to remove the highlight from the categories and highlight just the measures. -

Row highlight is applied only to measures

+

Row highlight is applied only to measures

### 5. Gridlines diff --git a/display-settings/hierarchy-settings.md b/display-settings/hierarchy-settings.md index f9729104..2fdf0407 100644 --- a/display-settings/hierarchy-settings.md +++ b/display-settings/hierarchy-settings.md @@ -34,7 +34,7 @@ You can add non-numeric measures like dates and text fields and display them in
-

Non-numeric fields displayed as totals/subtotals

+

Non-numeric fields displayed as totals/subtotals

diff --git a/formula-syntax/time-intelligence-functions/column_period.md b/formula-syntax/time-intelligence-functions/column_period.md index d1f9b973..5cccc6d8 100644 --- a/formula-syntax/time-intelligence-functions/column_period.md +++ b/formula-syntax/time-intelligence-functions/column_period.md @@ -28,7 +28,7 @@ COLUMN_PERIOD.START
-

Month level

+

Month level

diff --git a/formula-syntax/time-intelligence-functions/monthperiod.md b/formula-syntax/time-intelligence-functions/monthperiod.md index 46dc290f..b342c41d 100644 --- a/formula-syntax/time-intelligence-functions/monthperiod.md +++ b/formula-syntax/time-intelligence-functions/monthperiod.md @@ -29,6 +29,6 @@ MONTHPERIOD(2022,5) //Returns data from May, 2023 ``` -

Monthperiod without offset

+

Monthperiod without offset

Monthperiod with offset

diff --git a/formula-syntax/time-intelligence-functions/nextnqtr.md b/formula-syntax/time-intelligence-functions/nextnqtr.md index 27cca8f6..273b8fc0 100644 --- a/formula-syntax/time-intelligence-functions/nextnqtr.md +++ b/formula-syntax/time-intelligence-functions/nextnqtr.md @@ -23,4 +23,4 @@ NEXTNQTR(6) //Returns data for 6 quarters after the current quarter ``` -

NEXTNQTR

+

NEXTNQTR

diff --git a/formula-syntax/time-intelligence-functions/nextnyear.md b/formula-syntax/time-intelligence-functions/nextnyear.md index 2da16071..16f868cd 100644 --- a/formula-syntax/time-intelligence-functions/nextnyear.md +++ b/formula-syntax/time-intelligence-functions/nextnyear.md @@ -23,4 +23,4 @@ NEXTNYEAR(2) //Returns data for 2 years after the current one ``` -

NEXTNYEAR

+

NEXTNYEAR

diff --git a/formula-syntax/time-intelligence-functions/yearperiod.md b/formula-syntax/time-intelligence-functions/yearperiod.md index 50b56035..928ec09f 100644 --- a/formula-syntax/time-intelligence-functions/yearperiod.md +++ b/formula-syntax/time-intelligence-functions/yearperiod.md @@ -27,6 +27,6 @@ YEARPERIOD(2023) //Returns data from 2023 ``` -

Yearperiod without offset

+

Yearperiod without offset

Yearperiod with offset

diff --git a/introduction-to-inforiver/get-started/inforiver-writeback-matrix-pre-requisites/whitelist-inforiver-ips.md b/introduction-to-inforiver/get-started/inforiver-writeback-matrix-pre-requisites/whitelist-inforiver-ips.md index 0d9837f5..a6e0d403 100644 --- a/introduction-to-inforiver/get-started/inforiver-writeback-matrix-pre-requisites/whitelist-inforiver-ips.md +++ b/introduction-to-inforiver/get-started/inforiver-writeback-matrix-pre-requisites/whitelist-inforiver-ips.md @@ -26,4 +26,4 @@ Follow the steps in the image below to whitelist the 5 Inforiver outbound IP add The screengrab below shows the firewall rules configured for Inforiver would. -

Firewall rules configured for Inforiver

+

Firewall rules configured for Inforiver

diff --git a/introduction-to-inforiver/why-inforiver.md b/introduction-to-inforiver/why-inforiver.md index 1fedcda3..71b257e6 100644 --- a/introduction-to-inforiver/why-inforiver.md +++ b/introduction-to-inforiver/why-inforiver.md @@ -13,7 +13,7 @@ Inforiver for Power BI helps you retire legacy tools and deliver all analytics n * Avoid spending on add-ons for PowerPoint reports such as ThinkCell and Mekko Graphics * Eliminate Excel-based worksheets used for maintaining forecasts, budgets, master data, pivot reports, and more -
+
### 2. End-to-end Security and Governance @@ -23,7 +23,7 @@ Inforiver visuals are [certified](https://learn.microsoft.com/en-us/power-bi/dev 2. Inforiver-level security - e.g., administrators can decide whether Inforiver users can write to Snowflake 3. Report-level security - e.g., report creators can authorize specific users to perform specific actions in the report, such as who can comment, enter data, create scenarios, etc. -
+
### 3. Built for business users with no coding experience @@ -37,7 +37,7 @@ You can create the following without writing a single line of code: * Data writeback * ... and more -
+
### 4. Get features 'highly voted' by industry peers @@ -58,7 +58,7 @@ Using Inforiver, you can implement key features available in other BI tools but 5. Lasso and reverse lasso selections like Qlik and Tableau​ 6. Small-multiple tables with Excel-like formatting ​ -
+
### 6. The best no-code writeback in the industry diff --git a/working-with-inforiver/11.-scheduling-reports/create-new-subscription/set-subscription-frequency.md b/working-with-inforiver/11.-scheduling-reports/create-new-subscription/set-subscription-frequency.md index b98d8892..f65ead73 100644 --- a/working-with-inforiver/11.-scheduling-reports/create-new-subscription/set-subscription-frequency.md +++ b/working-with-inforiver/11.-scheduling-reports/create-new-subscription/set-subscription-frequency.md @@ -38,7 +38,7 @@ This option lets you select the starting and ending date of the schedule using a You can skip subscription jobs based on a specific holiday calendar. Choose a predefined holiday calendar from the dropdown. [Learn more about setting up holiday calendars in the admin console.](../../../admin-console/settings/holidays.md) -
+
## 3. Scheduled time diff --git a/working-with-inforiver/12.-data-writeback/destinations/databricks.md b/working-with-inforiver/12.-data-writeback/destinations/databricks.md index 737a8dad..1c08da13 100644 --- a/working-with-inforiver/12.-data-writeback/destinations/databricks.md +++ b/working-with-inforiver/12.-data-writeback/destinations/databricks.md @@ -17,4 +17,4 @@ When you get to the 'Add Destination' page, you have the option of using basic o You can also use OAuth-type authentication to log in that ensures a simple and secure login process. The example below illustrates adding a Databricks destination to an existing integration using OAuth-type authentication. -

OAuth type authentication for Databricks destination

+

OAuth type authentication for Databricks destination

diff --git a/working-with-inforiver/12.-data-writeback/settings/general-settings.md b/working-with-inforiver/12.-data-writeback/settings/general-settings.md index 06fcd8f2..eea18dab 100644 --- a/working-with-inforiver/12.-data-writeback/settings/general-settings.md +++ b/working-with-inforiver/12.-data-writeback/settings/general-settings.md @@ -209,11 +209,11 @@ The above are sample workflows that could be triggered using the Inforiver webho You can specify the number of digits after the decimal point to be written back. This is a **one-time setup** that will apply to **all destinations** configured for a particular report page. While configuring the first writeback destination, you will see a pop-up as shown below, to configure the decimal precision. -

Configuring decimal precision

+

Configuring decimal precision

If you require high precision, you can configure Inforiver to write back numerical data with up to ten decimal digits. Any digits beyond 10 will be rounded off. -

10-digit decimal precision

+

10-digit decimal precision

The precision that is set in the destination configuration is displayed in the Decimal Precision section. [Learn more about configuring writeback destinations](../destinations/). @@ -223,7 +223,7 @@ The precision that is set in the destination configuration is displayed in the D You can restrict the length of text fields to be written back. The default text length allowed in writeback is 512 characters. While adding the first destination, along with [decimal precision](general-settings.md#id-6.-decimal-precision), you can also restrict the length of text fields to 512 characters or allow writeback up to the maximum limit supported by the backend. This is also a **one-time setup** that will apply to **all destinations** configured for a particular report page. [Learn more about configuring writeback destinations here](../destinations/). -

Configuring text field length

+

Configuring text field length

The text length that has been set is shown in the Text Length section of the report as below. Note that, if you have restricted the text length and the length exceeds that limit, writeback will fail. diff --git a/working-with-inforiver/13.-context-awareness.md b/working-with-inforiver/13.-context-awareness.md index 672dd2b7..04ffa8e9 100644 --- a/working-with-inforiver/13.-context-awareness.md +++ b/working-with-inforiver/13.-context-awareness.md @@ -14,7 +14,7 @@ With Inforiver, you can configure filter context, which ensures that Inforiver v **Step 2**: In the popup window, enter the table and field name for which context awareness is being set up. You can enter multiple tables and categories using the Add new link. In this case, we are setting up filter context for Subregions. -

Add table and category

+

Add table and category

**Step 3**: Inforiver automatically generates the DAX code based on the tables and categories entered. Click on the Generate Dax button and copy the DAX. @@ -26,7 +26,7 @@ Consider that you have set up filter context for 2 dimensions E.g. Sub Region an **Step 4**: Create a new measure in your data model using the DAX generated in Step 3. -

Create new measure

+

Create new measure

**Step 5**: Add the new measure to the Others (OM) visual parameter. It gets displayed in the report as well. @@ -66,7 +66,7 @@ The filter selections are captured in the writeback table as separate columns. I When the Segment and Region selection is changed to Corporate + Central, the notes and comments are inserted as separate rows in the snowflake destination and tagged against the changed categories. -

Writeback for Corporate + Central selection

+

Writeback for Corporate + Central selection

### 3. Context awareness for data input fields @@ -82,8 +82,8 @@ When working with context awareness, you need to select a category(ies) in the e The data input cells that are written back will also be determined based on filter selections. In the screenshot below, the report has 3 data input columns: Benchmark, Progress, and Status. Notice how the data input fields were written back to the snowflake destination for the Consumer + January + First Class selection. -

Writeback for data input columns based on external filter selection

+

Writeback for data input columns based on external filter selection

When the selection is changed to Home Office + October + Standard Class, the data inputs corresponding to the selection are written back as shown below. The data input fields for each filter selection are captured as separate rows in the destination. -

Writeback for data input fields after changing the selection

+

Writeback for data input fields after changing the selection

diff --git a/working-with-inforiver/15.-managing-inforiver-writeback-matrix-visuals/safe-procedures-for-copying-writeback-matrix-visuals.md b/working-with-inforiver/15.-managing-inforiver-writeback-matrix-visuals/safe-procedures-for-copying-writeback-matrix-visuals.md index ae386611..6467ccfc 100644 --- a/working-with-inforiver/15.-managing-inforiver-writeback-matrix-visuals/safe-procedures-for-copying-writeback-matrix-visuals.md +++ b/working-with-inforiver/15.-managing-inforiver-writeback-matrix-visuals/safe-procedures-for-copying-writeback-matrix-visuals.md @@ -40,7 +40,7 @@ Inforiver generates a **notification** when a duplicate visual is detected. 2. Expand the Profile menu and navigate to **Report Details**. -
+
3. Click on the **Create** button in the Report Details side pane to detach the visual. diff --git a/working-with-inforiver/3.-basic-interactions/explore-and-filter-data/search-and-filter.md b/working-with-inforiver/3.-basic-interactions/explore-and-filter-data/search-and-filter.md index 9fe04b10..7e0f4a2c 100644 --- a/working-with-inforiver/3.-basic-interactions/explore-and-filter-data/search-and-filter.md +++ b/working-with-inforiver/3.-basic-interactions/explore-and-filter-data/search-and-filter.md @@ -78,7 +78,7 @@ Inforiver filters can detect manually inserted row categories and calculated row In the example below, the _HighTouch_ and _Vsense_ rows are manual input rows created within the Inforiver visual. Notice how even manual input row categories are detected by the filter. -

Filtering manual input row categories

+

Filtering manual input row categories

### 2.2. Column-level filter diff --git a/working-with-inforiver/4.-adding-business-logic-and-formulae/insert-image-urls.md b/working-with-inforiver/4.-adding-business-logic-and-formulae/insert-image-urls.md index f097ea6c..547735f4 100644 --- a/working-with-inforiver/4.-adding-business-logic-and-formulae/insert-image-urls.md +++ b/working-with-inforiver/4.-adding-business-logic-and-formulae/insert-image-urls.md @@ -6,7 +6,7 @@ Enhance data presentation and comprehension in your Inforiver reports with image The Power BI data category type should be ‘Image URL’ to embed images in reports. {% endhint %} -

Image URL data category

+

Image URL data category

* **Cell-level images** diff --git a/working-with-inforiver/4.-adding-business-logic-and-formulae/manage-inserted-rows-and-columns.md b/working-with-inforiver/4.-adding-business-logic-and-formulae/manage-inserted-rows-and-columns.md index b761f2f9..c0d63b65 100644 --- a/working-with-inforiver/4.-adding-business-logic-and-formulae/manage-inserted-rows-and-columns.md +++ b/working-with-inforiver/4.-adding-business-logic-and-formulae/manage-inserted-rows-and-columns.md @@ -50,7 +50,7 @@ Access control for all the columns can also be set through the **Manage Columns* When you have a date hierarchy in your rows/columns, you can use the time interval mapping to verify the formats that Inforiver auto-detects. Hover over theicon to view all the supported date formats. -

Supported date formats

+

Supported date formats

You can also choose whether to use Power BI sorting or Inforiver sorting. When the **Sort** toggle is enabled, any sorting changes made at Power BI level will not be reflected in the visual. In the example, notice how the Power BI sorting is not applied on the Quarter when the Sort toggle is enabled. @@ -64,7 +64,7 @@ When row dimensions are renamed/changed, we might lose these visual elements add In the example below, we’ve applied formatting, added notes, and comments, and added data inputs to the products, _Juices_ and _Tea & Coffee_. -

Sample report with formatting, comments and data input columns

+

Sample report with formatting, comments and data input columns

The visual elements were lost after the product names were renamed to _Fruit Juices_ and _Chai & Coffee_ respectively. @@ -76,7 +76,7 @@ To avoid this, let us map the dimension IDs to a constant dimension, such as the The image below shows the default row dimension ID mapping. -

Default row ID mapping

+

Default row ID mapping

Let us map the 'Product Name' to the constant dimension, 'Product ID' as shown below. Click **Apply**. diff --git a/working-with-inforiver/5.-conditional-formatting/rules-if-conditions.md b/working-with-inforiver/5.-conditional-formatting/rules-if-conditions.md index fdad7227..19ad6b0d 100644 --- a/working-with-inforiver/5.-conditional-formatting/rules-if-conditions.md +++ b/working-with-inforiver/5.-conditional-formatting/rules-if-conditions.md @@ -56,7 +56,7 @@ When you use icons, you have an additional option to align your icons in the gri
-

Aligning icons

+

Aligning icons

diff --git a/working-with-inforiver/6.-working-with-charts/bar-and-pin-charts.md b/working-with-inforiver/6.-working-with-charts/bar-and-pin-charts.md index 8b6e81a4..5e22ed8c 100644 --- a/working-with-inforiver/6.-working-with-charts/bar-and-pin-charts.md +++ b/working-with-inforiver/6.-working-with-charts/bar-and-pin-charts.md @@ -198,7 +198,7 @@ You can do this while creating a pin chart, or add them after creating a pin cha 2. In the customization menu, click on the **Outliers** option. -

Click Outliers

+

Click Outliers

3. In the Outliers pop-up window, check **Enable Outlier.** If you wish to hide the values, select the option **Disable Label.** Enter the required positive and negative threshold values as shown below and Click **Apply**. diff --git a/working-with-inforiver/8.-commenting-and-collaboration/comments/report-level-comments.md b/working-with-inforiver/8.-commenting-and-collaboration/comments/report-level-comments.md index a800de74..ef9c8282 100644 --- a/working-with-inforiver/8.-commenting-and-collaboration/comments/report-level-comments.md +++ b/working-with-inforiver/8.-commenting-and-collaboration/comments/report-level-comments.md @@ -8,11 +8,11 @@ Data-level comments enable you to add annotations, mention users, assign tasks a 1. Click on **Comments** dropdown and then **Report Level Comments**. In the side panel, enter the comments. -

Adding report-level comments

+

Adding report-level comments

2. On clicking **Post**, the comments get displayed on the side panel. You can edit/delete the comment by clicking on the corresponding icons in the top right. -

Report-level comment added

+

Report-level comment added

{% hint style="info" %} All features of data-level commenting are also supported in report-level commenting, including formatting text, adding hyperlinks, [mentioning users](comments.md#id-2.-mention-other-users), [replying to comments](comments.md#id-3.-reply-to-comments), [email notifications](comments.md#id-6.-email-notifications) and [assigning tasks to users](comments-1.md#id-1.-assign-tasks). @@ -22,36 +22,36 @@ All features of data-level commenting are also supported in report-level comment A report-level comment that has been added can be locked to prevent further editing and replies. Click on the three-dot icon and select **Lock Thread.** -

Lock thread

+

Lock thread

The comment thread is locked and greyed out as below: -

Locked comment thread

+

Locked comment thread

To unlock a thread, click on the 'Unlock' icon highlighted below, so that users can reply to and edit the thread. -

Unlock thread

+

Unlock thread

## 3. Resolve/re-open thread 1. When a task is assigned, it's status is 'Open'. -

Assigning a task

+

Assigning a task

2. To change the task status, click on the three dots and select **Resolve thread**. -

Resolve thread

+

Resolve thread

3. The thread is marked as resolved. -

Task set to 'Resolved'

+

Task set to 'Resolved'

4. Resolved tasks can be reopened if required, by clicking on the 'Undo' icon. Alternatively, replying to any resolved thread will automatically re-open it. -

Re-open thread

+

Re-open thread

## 4. Sort/track tasks If you want to quickly navigate through a long comment thread with multiple replies, use the 'Sort by' option to sort them from newest to oldest or vice versa. -

Sort and track tasks

+

Sort and track tasks

diff --git a/working-with-inforiver/8.-paginated-reporting/header-and-footer.md b/working-with-inforiver/8.-paginated-reporting/header-and-footer.md index 033b9bfd..66a9de25 100644 --- a/working-with-inforiver/8.-paginated-reporting/header-and-footer.md +++ b/working-with-inforiver/8.-paginated-reporting/header-and-footer.md @@ -1,6 +1,6 @@ # Header & footer -,The header and footer in business reports provide a consistent way to identify the content, promote the company's brand, and ensure that important information is easily accessible. Inforiver offers powerful header & footer customization capabilities and can be used to show charts, KPIs, images, and text. +The header and footer in business reports provide a consistent way to identify the content, promote the company's brand, and ensure that important information is easily accessible. Inforiver offers powerful header & footer customization capabilities and can be used to show charts, KPIs, images, and text. Below is a sample report created using Inforiver. You can see a header with a KPI card, report title, and a donut chart. The footer contains the company logo and page number. @@ -8,7 +8,7 @@ Below is a sample report created using Inforiver. You can see a header with a KP The header & footer module is organized as follows: -1. [Introduction](header-and-footer.md#1.-interface) - Overview of the toolbar, header & footer sections, presets, basic interactions and basic customization options +1. [Introduction](header-and-footer.md#1.-interface) - Overview of the toolbar, header & footer sections, presets, basic interactions, and basic customization options 2. [Text](header-and-footer/text.md) - Adding formatted text and using presets like page number, data fields 3. [Images](header-and-footer/images.md) - Adding images from local files and organizational workspace 4. [Charts](header-and-footer/charts.md) - Types of charts and customization options @@ -16,57 +16,49 @@ The header & footer module is organized as follows: ## 1. Interface -Let's first take a look at the header/footer interface. In the edit mode, you have the 'Header & footer' tab in the toolbar and options to edit the header elements. In the read mode, you have a context menu using which you can show/hide the header/footer, turn off pagination, reset changes, and access the edit mode. +Let's first take a look at the header/footer interface. -**STEP 1**: Click on **Header & Footer** in the Design tab. Alternatively, you can hover over the header and select Edit from the hamburger menu. +**STEP 1**: Click on **Header & Footer** in the Design tab. Alternatively, hover over the header and select **Edit** from the hamburger menu. -

Header and footer option

+

Header and footer option

-**STEP 2:** The **Header & Footer** ribbon gets enabled. You can see that there is a default header that shows the fields added and the scaling. +**STEP 2:** The **Header & Footer** ribbon is enabled. You can see there is a default header that shows the fields added and the scaling. -The blue box is called the _container_. Currently, there is only one cell in the container with the default fields and scaling. Containers can be split into many cells and they can be used to create elements of the types - [Text](header-and-footer/text.md), [Image](header-and-footer/images.md), [Chart](header-and-footer/charts.md), and [KPI](header-and-footer/kpi-cards.md). We'll be covering [cell](header-and-footer.md#i-cell) and [container](header-and-footer.md#ii-container) customization in a later section. +The blue box is called the _container_. Currently, there is only one cell in the container with the default fields and scaling. Containers can be split into many cells and used to create elements like [Text](header-and-footer/text.md), [Image](header-and-footer/images.md), [Chart](header-and-footer/charts.md), and [KPI](header-and-footer/kpi-cards.md). We'll be covering container customizations in later sections. -

Header and footer ribbon

- -The toolbar provides several customization options and they are covered as follows: - -Preset - [Header](header-and-footer.md#i-header-preset) & [footer presets](header-and-footer.md#ii-footer-preset) - -Insert & Format - Only applicable for [text](header-and-footer/text.md) elements - -[Cell, Container & Margin](header-and-footer.md#3.-basic-customization) - Common customization options for all the elements - -{% hint style="info" %} -To restore the default header, select the Reset option from the header context menu -{% endhint %} +

Header and footer ribbon

**Hiding the header** Select the Hide Header option from the context menu if you do not wish to display the header. You can display it again at any time by selecting the Show Header option from the context menu. -

Hide header option

+

Hide header option

+ + **Resetting the header** + +You can remove customizations and restore the default header by selecting the **Reset** option from the header context menu. -## 2. Basic interactions +## 2. Creating and customizing cells -As mentioned in the [interface](header-and-footer.md#i-edit-mode) section, the header/footer containers can be split into cells and customized further. Let's first look at creating and managing cells. For cell and container customization, refer to [basic customization](header-and-footer.md#4.-basic-customization). +The header/footer containers can be split into cells and customized further. Let's first look at creating and managing cells. **STEP 1:** Go to the edit mode by clicking the **Edit** in the context menu. You can also edit the header by clicking the **Header & Footer** button in the Design ribbon. -

Editing the header

+

Editing the header

{% hint style="info" %} -In the basic interactions section, we have used the example of headers but all of these properties apply to footers as well. +In this section, we have used the example of headers but all of these properties apply to footers as well. {% endhint %} **STEP 2:** Notice that there are two controls - one on the side and one at the top of the container. -

Controls to split the container

+

Controls to split the container

Clicking on the control on the side will give options to split the container vertically. To split the container horizontally, click on the control at the bottom.
-

Split vertically

+

Split vertically

@@ -76,13 +68,13 @@ Clicking on the control on the side will give options to split the container ver On selecting the _Split panel to the right_ option, notice that a new cell is inserted to the right of the existing content. -

New cell inserted

+

New cell inserted

**STEP 3:** The container height can be adjusted by hovering on the bottom border and dragging the handle. The width can be adjusted by dragging the handle that is enabled on hovering over the cell border.
-

Adjusting the container height

+

Adjusting the container height

@@ -92,59 +84,108 @@ On selecting the _Split panel to the right_ option, notice that a new cell is in **STEP 4:** Click the plus icon to insert elements like Text, Image, Chart, and KPI which are covered in subsequent sections. -

Insert element

+

Insert element

+ +**STEP 5:** When you click on the + icon, you will be prompted to either replace the contents of the current container or insert a new container. + +If you choose the _**Replace the selected Container**_ option, the chosen element (chart, text, KPI, images) will be inserted into that container. + +
+ +

Replace selected container

+ + + +

Chart inserted into the chosen container

+ +
+ +You can also choose to insert a new container to the right/left/top/bottom of the existing container. In the second image, notice how the chart is inserted in a new container below the currently selected container. + +
+ +

Insert new container option

+ + + +

New container insrted below selected container

+ +
+ +**STEP 6:** After inserting an element, you can use the container controls to copy/paste the contents of a cell. You can also reset or delete a cell. + +

Additional options

+ +## 3. Inserting dates/symbols/page numbers/measure values + +Use the **Insert** dropdown menu to add the predefined text elements listed below: + +* **Page Numbers**: Supported formats 'Page X of Y', 'Page X/Y', 'Page X'. You can use the page numbers in the header to traverse the report. +* **Date**: Select from the different supported formats +* **Symbols**: Insert symbols denoting trademark or copyright or choose an emoji. +* **Data Field:** Select any dimension or measure. The dimension values and measure totals are displayed in the header. + +
+ +

Types of elements

+ + + +

Inserting pre-defined text elements in the header

+ +
-**STEP 5:** After inserting an element, you can use the container controls to copy/paste the contents of a cell. You can also reset or delete a cell. +The image below shows various predefined text elements inserted in the header. -
+

Page numbers/ dates/ symbols and data fields inserted

-## 3. Presets +## 4. Presets Before looking at creating header/footer elements from scratch, let's see how to leverage presets to insert header/footer in a single click. -### 1. Header preset +### 4.1. Header preset **STEP 1:** In the **Header & Foote**r tab, expand the Type dropdown menu and select **Presets > Header**. A side panel opens up as shown below. Choose any of the presets and click 'Proceed' in the warning message. -

Header presets

+

Header presets

**STEP 2:** You can see that the header has been updated. These can be further customized but for now, let's go ahead with the preset. Click on Close editor to apply the preset. -

Applying a header preset

+

Applying a header preset

If you choose a KPI preset, any selections made in the [KPI explorer](../3.-basic-interactions/explore-and-filter-data/explorer.md) will be reflected in the header as well.

KPI explorer selection reflected in presets

-### 2. Footer preset +### 4.2. Footer preset Inforiver also offers a number of footer presets with page numbers, report titles, logos, etc. **STEP 1:** To display the footer, select Show Footer from the header context menu. The default footer displays the current date. -

Footer enabled

+

Footer enabled

**STEP 2:** You can open footer presets either from the footer context menu or navigate to the **Header & Footer** ribbon > Expand the **Type** dropdown > Select **Footer** from the Presets section. A side panel opens with a list of the available presets. Select a preset and click Proceed in the warning pop-up. Click Close Editor to apply the changes. -

Footer presets

+

Footer presets

**STEP 3:** The footer displays the page number by default. You can disable the Inforiver pagination using the Pagination toggle from the context menu. -
+

Inforiver pagination and footer pagination

**Hiding the footer** To hide the footer, select the Hide Footer option from the context menu. -## 4. Basic customization +## 5. Cell and container customizations All cells regardless of the type (Text, Image, etc.) can be formatted using the **Cell** and **Margin** sections of the Header & Footer toolbar. The header/footer containers can be formatted using the **Container** section. {% hint style="info" %} -Multiple cells can be selected by using Ctrl + Click and formatting can be done in one shot. In the Basic customization section, we have used the example of headers but all of these properties apply to footers as well. +Multiple cells can be selected using Ctrl + Click and formatting can be done in one shot. In the Basic customization section, we have used the example of headers but all of these properties apply to footers as well. {% endhint %} -### 4.1. Cell +### 5.1. Cell Using the options in this section, you can align the contents, apply fill, border or shadows, and more. @@ -174,7 +215,7 @@ f) Borders - Borders can be applied for cells, you can set the weight, corner ra

Custom borders

-### 4.2. Container +### 5.2. Container The following options are available for the header/footer containers - Appearance and Margin. diff --git a/working-with-inforiver/8.-paginated-reporting/header-and-footer/kpi-cards.md b/working-with-inforiver/8.-paginated-reporting/header-and-footer/kpi-cards.md index 3defdbae..5e208fef 100644 --- a/working-with-inforiver/8.-paginated-reporting/header-and-footer/kpi-cards.md +++ b/working-with-inforiver/8.-paginated-reporting/header-and-footer/kpi-cards.md @@ -10,7 +10,7 @@ The following KPI card was created earlier. Let's now create another KPI card fr **STEP 1:** Hover over the header and go to edit mode by clicking the **Edit** option in the context menu. -

Editing the header

+

Editing the header

**STEP 2:** The **Header & Footer** tab is enabled. Let's remove the default header and choose KPI from the **Type** dropdown. @@ -22,7 +22,7 @@ The following KPI card was created earlier. Let's now create another KPI card fr **STEP 4**: A simple KPI card gets inserted as shown below. You can also choose from a range of built-in KPI presets. Inforiver provides simple, variance, and combo KPI presets. -

Inserting a KPI card and using presets

+

Inserting a KPI card and using presets

## 2. Customization options