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GITBOOK-552: Infobridge adjustments
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deepthy-dileep authored and gitbook-bot committed Aug 14, 2024
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1 change: 1 addition & 0 deletions SUMMARY.md
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Expand Up @@ -335,6 +335,7 @@
* [Manage Integration of visuals](infobridge/manage-integration-of-visuals.md)
* [Manage Bridges](infobridge/manage-bridges.md)
* [Bridge Interface](infobridge/bridge-interface.md)
* [Collaborative adjustments](infobridge/collaborative-adjustments.md)
* [Accessibility shortcut keys](accessibility-shortcut-keys.md)
* [Inforiver Reporting Matrix FAQs](inforiver-reporting-matrix-faqs.md)
* [Inforiver Writeback Matrix FAQs](inforiver-writeback-matrix-faqs.md)
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6 changes: 3 additions & 3 deletions admin-console/settings/writeback.md
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Expand Up @@ -16,7 +16,7 @@ This page lists all the writeback destination connections. Inforiver provides co

To add a new connection, click the 'Add new connection' button to open the _Create Connection_ modal. 

<figure><img src="../../.gitbook/assets/image (1) (1) (1) (1) (1) (1) (1) (1) (1) (1) (1) (1) (1) (1) (1) (1) (1) (1) (1) (1) (1) (1) (1) (1) (1) (1).png" alt=""><figcaption><p>Add New Connection</p></figcaption></figure>
<figure><img src="../../.gitbook/assets/image (1) (1) (1) (1) (1) (1) (1) (1) (1) (1) (1) (1) (1) (1) (1) (1) (1) (1) (1) (1) (1) (1) (1) (1) (1) (1) (1).png" alt=""><figcaption><p>Add New Connection</p></figcaption></figure>

In the _Create Connection_ modal, you can select the required writeback destination. Click Continue to open the _Add Connection_ page.

Expand All @@ -36,15 +36,15 @@ The created connection will be listed on the Connections page.

You can edit the available connections using the edit icon(pencil) available on the top right corner of each connection.

<figure><img src="../../.gitbook/assets/image (5) (1) (1) (1) (1) (1) (1) (1) (1) (1) (1) (1).png" alt=""><figcaption><p>Edit connection</p></figcaption></figure>
<figure><img src="../../.gitbook/assets/image (5) (1) (1) (1) (1) (1) (1) (1) (1) (1) (1) (1) (1).png" alt=""><figcaption><p>Edit connection</p></figcaption></figure>

Clicking the pencil icon will open the 'Edit connection' page where you can edit or make changes to the connection.

<figure><img src="../../.gitbook/assets/edit-connection (1).png" alt=""><figcaption><p>make changes to connection</p></figcaption></figure>

To delete any created connection, click on the 'Trash' icon on the top-right corner of the connection.

<figure><img src="../../.gitbook/assets/image (6) (1) (1) (1) (1) (1) (1) (1) (1) (1).png" alt=""><figcaption><p>Delete connection</p></figcaption></figure>
<figure><img src="../../.gitbook/assets/image (6) (1) (1) (1) (1) (1) (1) (1) (1) (1) (1).png" alt=""><figcaption><p>Delete connection</p></figcaption></figure>

This will open up a 'Confirmation' modal. Click 'Confirm' to permanently delete the connection.

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16 changes: 8 additions & 8 deletions display-settings/general-settings.md
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Expand Up @@ -4,13 +4,13 @@ The general display settings are used to customize the appearance of the report.

In the Inforiver toolbar, navigate to the Home ribbon. The _Display_ option is available in the 'Actions' section. Clicking on this option will open up the Display side panel.

<figure><img src="../.gitbook/assets/image (8) (1) (1) (1) (1) (1) (1) (1).png" alt=""><figcaption><p>Display settings</p></figcaption></figure>
<figure><img src="../.gitbook/assets/image (8) (1) (1) (1) (1) (1) (1) (1) (1).png" alt=""><figcaption><p>Display settings</p></figcaption></figure>

### 1. Toolbar

The toolbar option allows you to change the color of the toolbar to 'Light' or 'Dark'. In the example, the color of the toolbar is set to Dark and the changes are reflected in the toolbar at the top and the side panel.

<figure><img src="../.gitbook/assets/image (9) (1) (1) (1) (1) (1).png" alt=""><figcaption><p>Toolbar option</p></figcaption></figure>
<figure><img src="../.gitbook/assets/image (9) (1) (1) (1) (1) (1) (1).png" alt=""><figcaption><p>Toolbar option</p></figcaption></figure>

### 2. Canvas

Expand All @@ -25,13 +25,13 @@ The canvas section contains options to set the overall appearance of the report.

The theme option lets you change the theme of the Inforiver visual to 'Light' or 'Dark'. In the example, the Dark theme is chosen.

<figure><img src="../.gitbook/assets/image (10) (1) (1) (1) (1) (1).png" alt=""><figcaption><p>Dark theme</p></figcaption></figure>
<figure><img src="../.gitbook/assets/image (10) (1) (1) (1) (1) (1) (1).png" alt=""><figcaption><p>Dark theme</p></figcaption></figure>

#### ii) Background

You can change the background color of the canvas using this option.

<figure><img src="../.gitbook/assets/image (11) (1) (1) (1).png" alt=""><figcaption><p>Background color option</p></figcaption></figure>
<figure><img src="../.gitbook/assets/image (11) (1) (1) (1) (1).png" alt=""><figcaption><p>Background color option</p></figcaption></figure>

#### iii) Text

Expand Down Expand Up @@ -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.

<figure><img src="../.gitbook/assets/image (5) (1) (1) (1) (1) (1) (1) (1) (1) (1).png" alt=""><figcaption><p>Row highlight is applied only to measures</p></figcaption></figure>
<figure><img src="../.gitbook/assets/image (5) (1) (1) (1) (1) (1) (1) (1) (1) (1) (1).png" alt=""><figcaption><p>Row highlight is applied only to measures</p></figcaption></figure>

### 5. Gridlines

Expand Down Expand Up @@ -127,13 +127,13 @@ This option lets you set the horizontal gridlines for child rows. You can select
* **Dashed lines**
* **Off**&#x20;

<figure><img src="../.gitbook/assets/image (6) (1) (1) (1) (1) (1) (1) (1).png" alt=""><figcaption><p>Horizontal gridlines</p></figcaption></figure>
<figure><img src="../.gitbook/assets/image (6) (1) (1) (1) (1) (1) (1) (1) (1).png" alt=""><figcaption><p>Horizontal gridlines</p></figcaption></figure>

If the 'Solid Lines' or 'Dashed Lines' option is selected for the horizontal gridlines, then a color picker is enabled. Using the color picker, you can customize the color of the single/double horizontal gridlines. You can also set the number of rows to skip between 2 consecutive lines.

In the example, 'Solid' horizontal gridlines are inserted and their colors are set to red. 1 row is skipped between lines.

<figure><img src="../.gitbook/assets/image (7) (1) (1) (1) (1) (1) (1).png" alt=""><figcaption></figcaption></figure>
<figure><img src="../.gitbook/assets/image (7) (1) (1) (1) (1) (1) (1) (1).png" alt=""><figcaption></figcaption></figure>

#### Skip lines

Expand Down Expand Up @@ -190,7 +190,7 @@ You can set a specific date format for hierarchical date dimensions in rows or c

You can specify individual formats for year, quarter, month, and day. Expand the Valid formats information box to browse through the list of date formats supported in Inforiver.

<figure><img src="../.gitbook/assets/image (9) (1) (1).png" alt=""><figcaption><p>Custom date formats</p></figcaption></figure>
<figure><img src="../.gitbook/assets/image (9) (1) (1) (1).png" alt=""><figcaption><p>Custom date formats</p></figcaption></figure>

### 8. Enable canvas rendering

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2 changes: 1 addition & 1 deletion display-settings/hierarchy-settings.md
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Expand Up @@ -263,7 +263,7 @@ Notice the time taken when Inforiver pre-calculates the totals and subtotals:&#x

When the total calculation is disabled, even large datasets can be fetched in milliseconds as shown in the screengrab below.

<figure><img src="../.gitbook/assets/image (1) (1) (1) (1) (1) (1) (1) (1) (1) (1) (1) (1) (1).png" alt=""><figcaption><p>After Disabling the Total API</p></figcaption></figure>
<figure><img src="../.gitbook/assets/image (1) (1) (1) (1) (1) (1) (1) (1) (1) (1) (1) (1) (1) (1).png" alt=""><figcaption><p>After Disabling the Total API</p></figcaption></figure>

**Resources**

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4 changes: 2 additions & 2 deletions display-settings/miscellaneous-settings.md
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Expand Up @@ -90,7 +90,7 @@ If this option is enabled, report users in the reading view can update native me

You can increase the thickness of the horizontal and vertical scrollbars using by enabling this option.

<figure><img src="../.gitbook/assets/image (10) (1) (1) (1) (1).png" alt=""><figcaption><p>Increase scroll thickness</p></figcaption></figure>
<figure><img src="../.gitbook/assets/image (10) (1) (1) (1) (1) (1).png" alt=""><figcaption><p>Increase scroll thickness</p></figcaption></figure>

#### 1.15. Hide pinned base rows

Expand Down Expand Up @@ -156,7 +156,7 @@ The _Status Panel Aggregation_ option allows you to show the aggregation such as
Only a maximum of three aggregations are displayed in the status bar.
{% endhint %}

<figure><img src="../.gitbook/assets/image (1) (1) (1) (1) (1) (1) (1) (1) (1) (1) (1) (1) (1) (1) (1) (1) (1) (1) (1) (1) (1) (1) (1) (1).png" alt=""><figcaption><p>Status panel aggregation</p></figcaption></figure>
<figure><img src="../.gitbook/assets/image (1) (1) (1) (1) (1) (1) (1) (1) (1) (1) (1) (1) (1) (1) (1) (1) (1) (1) (1) (1) (1) (1) (1) (1) (1).png" alt=""><figcaption><p>Status panel aggregation</p></figcaption></figure>

### 3. Cell/row/column

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8 changes: 4 additions & 4 deletions display-settings/number-settings.md
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Expand Up @@ -60,11 +60,11 @@ In the below image, the hyphen is used to represent the null value.

Reports will often contain null cells which may be used in calculated columns. In the report below, the Depreciation field is calculated based on the Sales measure which has null values. Consequently, the Depreciation measure also contains null data.

<figure><img src="../.gitbook/assets/image (3).png" alt=""><figcaption><p>Report with null values</p></figcaption></figure>
<figure><img src="../.gitbook/assets/image (3) (17).png" alt=""><figcaption><p>Report with null values</p></figcaption></figure>

When calculations involve measures that contain null values, you can replace the nulls with zeroes by enabling the **Null as zero for calculation** toggle.

<figure><img src="../.gitbook/assets/image (4).png" alt=""><figcaption><p>Nulls replaced with zeroes</p></figcaption></figure>
<figure><img src="../.gitbook/assets/image (4) (12).png" alt=""><figcaption><p>Nulls replaced with zeroes</p></figcaption></figure>

#### 2.5. Zero

Expand Down Expand Up @@ -106,15 +106,15 @@ By default, blank rows are identified as '(Blank)'. This can be customized by en

Inforiver displays numbers in millions, billions, and trillions. When the **Customize for Indian Numbering system** option is enabled, the Quick format dropdown will also list lakhs and crores as number formatting options.

<figure><img src="../.gitbook/assets/image (2).png" alt=""><figcaption><p>Number formatting for Indian number system</p></figcaption></figure>
<figure><img src="../.gitbook/assets/image (2) (19).png" alt=""><figcaption><p>Number formatting for Indian number system</p></figcaption></figure>

#### 2.12. Blank column label

If you have blank dimension categories in your columns, Inforiver replaces the empty column headers with "(Blank)". You can provide alternate text to use in the **Blank Column Label** textbox.

<div>

<figure><img src="../.gitbook/assets/image (2) (19).png" alt=""><figcaption><p>Default blank column label</p></figcaption></figure>
<figure><img src="../.gitbook/assets/image (2) (19) (1).png" alt=""><figcaption><p>Default blank column label</p></figcaption></figure>



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2 changes: 1 addition & 1 deletion formula-syntax/math-functions/odd.md
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Expand Up @@ -20,4 +20,4 @@ ODD(39458)

Returns 39459.

<figure><img src="../../.gitbook/assets/image (1) (1) (1) (1) (1) (1) (1) (1) (1) (1) (1) (1) (1) (1) (1) (1) (1) (1) (1) (1) (1) (1) (1) (1) (1) (1) (1) (1) (1) (1).png" alt=""><figcaption></figcaption></figure>
<figure><img src="../../.gitbook/assets/image (1) (1) (1) (1) (1) (1) (1) (1) (1) (1) (1) (1) (1) (1) (1) (1) (1) (1) (1) (1) (1) (1) (1) (1) (1) (1) (1) (1) (1) (1) (1).png" alt=""><figcaption></figcaption></figure>
2 changes: 1 addition & 1 deletion formula-syntax/time-intelligence-functions/lastnday.md
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Expand Up @@ -23,4 +23,4 @@ LASTNDAY(45)
//Returns data for 45 days preceding the current one
```

<figure><img src="../../.gitbook/assets/image (1) (1) (1) (1) (1) (1) (1) (1) (1) (1) (1) (1) (1) (1).png" alt=""><figcaption><p>LASTNDAY</p></figcaption></figure>
<figure><img src="../../.gitbook/assets/image (1) (1) (1) (1) (1) (1) (1) (1) (1) (1) (1) (1) (1) (1) (1).png" alt=""><figcaption><p>LASTNDAY</p></figcaption></figure>
2 changes: 1 addition & 1 deletion formula-syntax/time-intelligence-functions/lastnmonth.md
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Expand Up @@ -23,4 +23,4 @@ LASTNMONTH(15)
//Returns data for 15 months preceding the current one
```

<figure><img src="../../.gitbook/assets/image (7) (1) (1) (1) (1) (1) (1) (1).png" alt=""><figcaption><p>LASTNMONTH</p></figcaption></figure>
<figure><img src="../../.gitbook/assets/image (7) (1) (1) (1) (1) (1) (1) (1) (1).png" alt=""><figcaption><p>LASTNMONTH</p></figcaption></figure>
2 changes: 1 addition & 1 deletion formula-syntax/time-intelligence-functions/lastnqtr.md
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Expand Up @@ -23,4 +23,4 @@ LASTNQTR(6)
//Returns data for 6 quarters preceding the current one
```

<figure><img src="../../.gitbook/assets/image (8) (1) (1) (1) (1) (1) (1) (1) (1).png" alt=""><figcaption></figcaption></figure>
<figure><img src="../../.gitbook/assets/image (8) (1) (1) (1) (1) (1) (1) (1) (1) (1).png" alt=""><figcaption></figcaption></figure>
2 changes: 1 addition & 1 deletion formula-syntax/time-intelligence-functions/lastnyear.md
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Expand Up @@ -23,4 +23,4 @@ LASTNYEAR(2)
//Returns data for 2 years preceding the current one
```

<figure><img src="../../.gitbook/assets/image (9) (1) (1) (1) (1) (1) (1).png" alt=""><figcaption></figcaption></figure>
<figure><img src="../../.gitbook/assets/image (9) (1) (1) (1) (1) (1) (1) (1).png" alt=""><figcaption></figcaption></figure>
4 changes: 2 additions & 2 deletions formula-syntax/time-intelligence-functions/mtd.md
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Expand Up @@ -27,7 +27,7 @@ MTD([Sales,2)
//Returns data for the past 2 months and the current month
```

<figure><img src="../../.gitbook/assets/image (10) (1) (1) (1) (1) (1) (1).png" alt=""><figcaption><p>MTD with offset</p></figcaption></figure>
<figure><img src="../../.gitbook/assets/image (10) (1) (1) (1) (1) (1) (1) (1).png" alt=""><figcaption><p>MTD with offset</p></figcaption></figure>

<figure><img src="../../.gitbook/assets/image (11) (1) (1) (1) (1).png" alt=""><figcaption><p>MTD without offset</p></figcaption></figure>
<figure><img src="../../.gitbook/assets/image (11) (1) (1) (1) (1) (1).png" alt=""><figcaption><p>MTD without offset</p></figcaption></figure>

2 changes: 1 addition & 1 deletion formula-syntax/time-intelligence-functions/nextnday.md
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Expand Up @@ -23,4 +23,4 @@ NEXTNDAY(45)
//Returns data for 45 days after the current day
```

<figure><img src="../../.gitbook/assets/image (1) (1) (1) (1) (1) (1) (1) (1) (1) (1) (1) (1) (1) (1) (1).png" alt=""><figcaption><p>NEXTNDAY</p></figcaption></figure>
<figure><img src="../../.gitbook/assets/image (1) (1) (1) (1) (1) (1) (1) (1) (1) (1) (1) (1) (1) (1) (1) (1).png" alt=""><figcaption><p>NEXTNDAY</p></figcaption></figure>
2 changes: 1 addition & 1 deletion formula-syntax/time-intelligence-functions/nextnyear.md
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Expand Up @@ -23,4 +23,4 @@ NEXTNYEAR(2)
//Returns data for 2 years after the current one
```

<figure><img src="../../.gitbook/assets/image (5) (1) (1) (1) (1) (1) (1).png" alt=""><figcaption><p>NEXTNYEAR</p></figcaption></figure>
<figure><img src="../../.gitbook/assets/image (5) (1) (1) (1) (1) (1) (1) (1).png" alt=""><figcaption><p>NEXTNYEAR</p></figcaption></figure>
2 changes: 1 addition & 1 deletion formula-syntax/time-intelligence-functions/qtrperiod.md
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Expand Up @@ -31,4 +31,4 @@ QTRPERIOD(2023,4)

<figure><img src="../../.gitbook/assets/image (54) (1).png" alt=""><figcaption><p>Quarter period without offset</p></figcaption></figure>

<figure><img src="../../.gitbook/assets/image (1) (1) (1) (1) (1) (1) (1) (1) (1) (1) (1) (1) (1) (1) (1) (1) (1) (1) (1) (1) (1) (1) (1) (1) (1).png" alt=""><figcaption><p>Quarter period with offset</p></figcaption></figure>
<figure><img src="../../.gitbook/assets/image (1) (1) (1) (1) (1) (1) (1) (1) (1) (1) (1) (1) (1) (1) (1) (1) (1) (1) (1) (1) (1) (1) (1) (1) (1) (1).png" alt=""><figcaption><p>Quarter period with offset</p></figcaption></figure>
2 changes: 1 addition & 1 deletion formula-syntax/time-intelligence-functions/totalmtd.md
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Expand Up @@ -21,4 +21,4 @@ Range of data. When used with an aggregation function, it returns a scalar value

Find below an example in which the quantity is cumulatively summed every month-to-date.

<figure><img src="../../.gitbook/assets/image (11) (1) (1).png" alt=""><figcaption><p>TOTALMTD</p></figcaption></figure>
<figure><img src="../../.gitbook/assets/image (11) (1) (1) (1).png" alt=""><figcaption><p>TOTALMTD</p></figcaption></figure>
2 changes: 1 addition & 1 deletion formula-syntax/time-intelligence-functions/totalqtd.md
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Expand Up @@ -21,4 +21,4 @@ Range of data. When used with an aggregation function, it returns a scalar value

Find below an example in which the quantity is cumulatively summed every quarter-to-date.

<figure><img src="../../.gitbook/assets/image (10) (1) (1).png" alt=""><figcaption><p>TOTALQTD</p></figcaption></figure>
<figure><img src="../../.gitbook/assets/image (10) (1) (1) (1).png" alt=""><figcaption><p>TOTALQTD</p></figcaption></figure>
2 changes: 1 addition & 1 deletion formula-syntax/time-intelligence-functions/totalytd.md
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Expand Up @@ -21,4 +21,4 @@ Range of data. When used with an aggregation function, it returns a scalar value

Find below an example where the discount measure is calculated year-to-date.&#x20;

<figure><img src="../../.gitbook/assets/image (9) (1) (1) (1).png" alt=""><figcaption><p>TOTALYTD</p></figcaption></figure>
<figure><img src="../../.gitbook/assets/image (9) (1) (1) (1) (1).png" alt=""><figcaption><p>TOTALYTD</p></figcaption></figure>
4 changes: 2 additions & 2 deletions formula-syntax/time-intelligence-functions/yearperiod.md
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Expand Up @@ -27,6 +27,6 @@ YEARPERIOD(2023)
//Returns data from 2023
```

<figure><img src="../../.gitbook/assets/image (5) (1) (1) (1) (1) (1) (1) (1) (1) (1) (1).png" alt=""><figcaption><p>Yearperiod without offset</p></figcaption></figure>
<figure><img src="../../.gitbook/assets/image (5) (1) (1) (1) (1) (1) (1) (1) (1) (1) (1) (1).png" alt=""><figcaption><p>Yearperiod without offset</p></figcaption></figure>

<figure><img src="../../.gitbook/assets/image (6) (1) (1) (1) (1) (1) (1) (1) (1).png" alt=""><figcaption><p>Yearperiod with offset</p></figcaption></figure>
<figure><img src="../../.gitbook/assets/image (6) (1) (1) (1) (1) (1) (1) (1) (1) (1).png" alt=""><figcaption><p>Yearperiod with offset</p></figcaption></figure>
2 changes: 1 addition & 1 deletion infobridge/add-source-to-bridge.md
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Expand Up @@ -22,7 +22,7 @@ When you are working on a report and want to add it to a bridge for integration

You can search for the required bridge using the lookup folder or search box.

<figure><img src="../.gitbook/assets/image (11) (1).png" alt=""><figcaption><p>Find the bridge in the lookup folder</p></figcaption></figure>
<figure><img src="../.gitbook/assets/image (11) (1) (1).png" alt=""><figcaption><p>Find the bridge in the lookup folder</p></figcaption></figure>

Select the required bridge in the lookup folder, view the bridge details and then click **Add** to add the report to the bridge.

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