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GITBOOK-513: Icon alignment for CF
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deepthy-dileep authored and gitbook-bot committed Jul 30, 2024
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Expand Up @@ -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.

<figure><img src="../../../.gitbook/assets/image (1) (1).png" alt=""><figcaption><p>Firewall rules configured for Inforiver</p></figcaption></figure>
<figure><img src="../../../.gitbook/assets/image (1) (1) (1).png" alt=""><figcaption><p>Firewall rules configured for Inforiver</p></figcaption></figure>
2 changes: 1 addition & 1 deletion introduction-to-inforiver/why-inforiver.md
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Expand Up @@ -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.

<figure><img src="../.gitbook/assets/image (1) (1) (1) (1) (1) (1) (1) (1) (1) (2) (1) (1).png" alt=""><figcaption></figcaption></figure>
<figure><img src="../.gitbook/assets/image (1) (1) (1) (1) (1) (1) (1) (1) (1) (2) (1) (1) (1).png" alt=""><figcaption></figcaption></figure>

### 3. Built for business users with no coding experience

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6 changes: 3 additions & 3 deletions working-with-inforiver/13.-context-awareness.md
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Expand Up @@ -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.

<figure><img src="../.gitbook/assets/image (1) (1) (1) (1) (1) (1) (1) (1) (1) (2) (1) (1) (1).png" alt=""><figcaption><p>Writeback for Corporate + Central selection</p></figcaption></figure>
<figure><img src="../.gitbook/assets/image (1) (1) (1) (1) (1) (1) (1) (1) (1) (2) (1) (1) (1) (1).png" alt=""><figcaption><p>Writeback for Corporate + Central selection</p></figcaption></figure>

### 3. Context awareness for data input fields

Expand All @@ -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.

<figure><img src="../.gitbook/assets/image (1) (1) (1) (1) (1) (1) (1) (1) (1) (2).png" alt=""><figcaption><p>Writeback for data input columns based on external filter selection</p></figcaption></figure>
<figure><img src="../.gitbook/assets/image (1) (1) (1) (1) (1) (1) (1) (1) (1) (2) (1).png" alt=""><figcaption><p>Writeback for data input columns based on external filter selection</p></figcaption></figure>

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.

<figure><img src="../.gitbook/assets/image (1) (1) (1) (1) (1) (1) (1) (1) (1) (2) (1).png" alt=""><figcaption><p>Writeback for data input fields after changing the selection</p></figcaption></figure>
<figure><img src="../.gitbook/assets/image (1) (1) (1) (1) (1) (1) (1) (1) (1) (2) (1) (1).png" alt=""><figcaption><p>Writeback for data input fields after changing the selection</p></figcaption></figure>
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Expand Up @@ -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.

<figure><img src="../../../.gitbook/assets/image (1).png" alt=""><figcaption><p>Filtering manual input row categories</p></figcaption></figure>
<figure><img src="../../../.gitbook/assets/image (1) (1).png" alt=""><figcaption><p>Filtering manual input row categories</p></figcaption></figure>

### 2.2. Column-level filter

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Expand Up @@ -2,7 +2,7 @@

Inforiver provides data classification based on text, icons and ratings.

Refer to [create rule](create-rule-basic-settings.md) to get started. Once the rule is created and you can see the 'Conditional formatting' side panel, follow the below steps.
Refer to [create rule](create-rule-basic-settings.md) to get started. Once the rule is created and you can see the **Conditional Formatting** side panel, follow the below steps.

Choose 'Classification' in the 'Format by' dropdown. There are several options enabled as shown in the below image.

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Expand Up @@ -42,17 +42,17 @@ You can apply conditional formatting based on icons/ratings and even deliver ABC

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

Let's look at an example for the three categories - Text, Icon set and Rating.
Let's look at an example for the three categories - Text, Icon set, and Rating.

a) **Text**: Text-based classification is commonly used to categorize performance. A sample report with ABC classification is shown in the below image.
**3.1.** **Text**: Text-based classification is commonly used to categorize performance. A sample report with ABC classification is shown in the below image.

<figure><img src="../../.gitbook/assets/Text Classification (1).png" alt=""><figcaption><p>ABC classification</p></figcaption></figure>

b) **Icons**: You can deliver conditional formatting using icons in a few clicks. Here is an example where items that contribute the most to sales are highlighted.
**3.2.** **Icons**: You can deliver conditional formatting using icons in a few clicks. Here is an example where items that contribute the most to sales are highlighted.

<figure><img src="../../.gitbook/assets/5.1.9 Classification.png" alt=""><figcaption><p>Icon-based conditional formatting</p></figcaption></figure>

c) **Ratings**: You can use ratings such as the star-based ratings commonly seen in e-commerce sites in the product feedback section.&#x20;
**3.3.** **Ratings**: You can use ratings such as the star-based ratings commonly seen in e-commerce sites in the product feedback section.&#x20;

<figure><img src="../../.gitbook/assets/5.1.10 Classification.png" alt=""><figcaption><p>Star-based ratings</p></figcaption></figure>

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Expand Up @@ -2,15 +2,15 @@

You can apply conditional formatting using font color, style, icons, or background based on one or more IF conditions.

Refer to the [Create Rule](create-rule-basic-settings.md) section to get started. Once the rule is created and you can see the 'Conditional formatting' side panel, follow the below steps.
Refer to the [Create Rule](create-rule-basic-settings.md) section to get started. Once the rule is created and you can see the Conditional Formatting side panel, follow the below steps.

a) Choose 'Rules (If conditions)' in the 'Format by' dropdown. You can see two sections - Style and Conditions.
**STEP 1:** Choose 'Rules (If conditions)' in the **Format by** dropdown. You can see two sections - Style and Conditions.

<figure><img src="../../.gitbook/assets/5.2.35 if conditions.png" alt=""><figcaption><p>Choosing Rules (If conditions)</p></figcaption></figure>

b) Using the 'Style' section, you can format text based on color/style, apply a background color or select icons.&#x20;
**STEP 2:** Using the **Style** section, you can format text based on color/style, apply a background color, or select icons.&#x20;

c) In the 'Conditions' section, you can define conditions using options such as Number, Data selection, Values, Formula and User Selection.
**STEP 3:** In the 'Conditions' section, you can define conditions using options such as Number, Data selection, Values, Formula, and User Selection.

<figure><img src="../../.gitbook/assets/FormatByRules.png" alt=""><figcaption><p>Format by rules</p></figcaption></figure>

Expand Down Expand Up @@ -52,6 +52,10 @@ You can position the text/icons with respect to the cell values. You can also ch

<figure><img src="../../.gitbook/assets/Untitled Project (1) (1).gif" alt=""><figcaption><p>Using icons and text</p></figcaption></figure>

When you use icons, you have an additional option to align your icons in the grid. By default, the icons are left aligned.

<figure><img src="../../.gitbook/assets/image.png" alt=""><figcaption><p>Aligning icons</p></figcaption></figure>

* **Hiding values**

Business reporting may require withholding certain information to protect strategic interests. You can use conditional formatting rules to mask values based on specific criteria.
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