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differ diff --git a/.gitbook/assets/image (8) (12).png b/.gitbook/assets/image (8) (12).png new file mode 100644 index 00000000..e7624e70 Binary files /dev/null and b/.gitbook/assets/image (8) (12).png differ diff --git a/.gitbook/assets/image (8).png b/.gitbook/assets/image (8).png index e7624e70..6d8d4078 100644 Binary files a/.gitbook/assets/image (8).png and b/.gitbook/assets/image (8).png differ diff --git a/.gitbook/assets/image (9) (10).png b/.gitbook/assets/image (9) (10).png new file mode 100644 index 00000000..f4466f6b Binary files /dev/null and b/.gitbook/assets/image (9) (10).png differ diff --git a/.gitbook/assets/image (9).png b/.gitbook/assets/image (9).png index f4466f6b..94487e4d 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 30f97322..a8aa35f1 100644 Binary files a/.gitbook/assets/image.png and b/.gitbook/assets/image.png differ diff --git a/.gitbook/assets/ten digit decimal precision.png b/.gitbook/assets/ten digit decimal precision.png new file mode 100644 index 00000000..07e10ab2 Binary files /dev/null and b/.gitbook/assets/ten digit decimal precision.png differ diff --git a/SUMMARY.md b/SUMMARY.md index 3bb6b4db..633ad432 100644 --- a/SUMMARY.md +++ b/SUMMARY.md @@ -111,6 +111,7 @@ * [Data-level comments](working-with-inforiver/8.-commenting-and-collaboration/comments/comments.md) * [Assign & track tasks](working-with-inforiver/8.-commenting-and-collaboration/comments/comments-1.md) * [Track changes](working-with-inforiver/8.-commenting-and-collaboration/comments/track-changes.md) + * [Report-level comments](working-with-inforiver/8.-commenting-and-collaboration/comments/report-level-comments.md) * [Comment settings](working-with-inforiver/8.-commenting-and-collaboration/comments/comment-settings.md) * [10. Exporting reports](working-with-inforiver/10.-exporting-reports/README.md) * [Export to PDF & Excel](working-with-inforiver/10.-exporting-reports/export.md) diff --git a/working-with-inforiver/12.-data-writeback/destinations/databricks.md b/working-with-inforiver/12.-data-writeback/destinations/databricks.md index 82a0b6c8..737a8dad 100644 --- a/working-with-inforiver/12.-data-writeback/destinations/databricks.md +++ b/working-with-inforiver/12.-data-writeback/destinations/databricks.md @@ -2,7 +2,7 @@ Allows you to configure Databricks as a destination for Inforiver writeback. -After navigating to the add destination page, the following details will have to be entered. +When you get to the 'Add Destination' page, you have the option of using basic or OAuth authentication. If you choose basic authentication, you will need to enter the following information: * Host Name * Warehouse ID @@ -14,3 +14,7 @@ After navigating to the add destination page, the following details will have to

Configuring Databricks as a writeback destination

Steps to set up a writeback destination in Databricks

+ +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

diff --git a/working-with-inforiver/12.-data-writeback/destinations/snowflake.md b/working-with-inforiver/12.-data-writeback/destinations/snowflake.md index ba6052e6..d6207077 100644 --- a/working-with-inforiver/12.-data-writeback/destinations/snowflake.md +++ b/working-with-inforiver/12.-data-writeback/destinations/snowflake.md @@ -18,7 +18,7 @@ After navigating to the add destination page, the following details must be ente

Steps to set up a writeback destination in Snowflake

-You can also use OAuth-type authentication to log in, to ensure a simple and secure login process. The example below illustrates adding a Snowflake destination to an existing integration using OAuth-type authentication. +You can also use **OAuth**-type authentication to log in that ensures a simple and secure login process. The example below illustrates adding a Snowflake destination to an existing integration using OAuth-type authentication.

OAuth-type authentication for Snowflake 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 501ca4df..06fcd8f2 100644 --- a/working-with-inforiver/12.-data-writeback/settings/general-settings.md +++ b/working-with-inforiver/12.-data-writeback/settings/general-settings.md @@ -92,7 +92,7 @@ The **Custom Filter** configuration window has the following options: If you have set up Matrix filters as well as writeback filters, the writeback filter will always take precedence. {% endhint %} -### iii) Additional column configuration +### 3. Additional column configuration This allows a user to add dimension keys to the writeback table during writeback. This will require the user to provide consent to access all the datasets from the workspace. @@ -132,7 +132,7 @@ Inforiver reports are often used for high-level aggregations such as Revenue by * If a high-level dimension category is included in the visual and additional column mapping is chosen, Inforiver will write dimension keys only if there are no conflicts. In case of conflicts, writeback will go through successfully except that the dimension key columns will be written NULL. This will be recorded in the writeback logs. It is recommended that the user add appropriate categories to avoid conflicts. * Add Date Key only works with Power BI time intelligence generated date hierarchy set in the columns field of the visualization pane. -### iv) Permissions +### 4. Permissions The permissions option allows control over users who can writeback. It is possible to grant writeback permissions to everyone in your organization or to a select few users to perform writeback. Inforiver leverages Azure Active Directory (AAD), hence finding and granting writeback permissions to your co-workers will be straightforward. @@ -146,7 +146,7 @@ Selecting this option will display an input field. Users can then specify the em
-### v) Webhooks +### 5. Webhooks Inforiver webhook delivers a JSON payload to any HTTP endpoint. The JSON payload contains essential information about the writeback instance as shown below. @@ -205,8 +205,26 @@ To set up Inforiver Webhooks, paste the HTTP endpoint URL in the URL field. Clic The above are sample workflows that could be triggered using the Inforiver webhook. There are many other workflows possible. Please note that the Inforiver webhook is different from URL as Destination. Inforiver webhook's JSON payload only contains essential information about the writeback table. URL as Destination JSON payload contains the entire writeback table. Learn more [here](../destinations/url-as-destination.md). -### vi) Decimal Precision +### 6. Decimal Precision -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. The precision that is set in the destination configuration is displayed in the Decimal Precision section. [Learn more about configuring writeback destinations](../destinations/). +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

+ +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

+ +The precision that is set in the destination configuration is displayed in the Decimal Precision section. [Learn more about configuring writeback destinations](../destinations/). + +

Decimal Precision

+ +### 7. Text field length + +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

+ +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. + +

Long text field truncated

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 6734659f..9fe04b10 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/manage-inserted-rows-and-columns.md b/working-with-inforiver/4.-adding-business-logic-and-formulae/manage-inserted-rows-and-columns.md index 52173b61..b761f2f9 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 @@ -48,9 +48,9 @@ Access control for all the columns can also be set through the **Manage Columns* ### 3.2. Time interval mapping -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. +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. 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 ade84cf3..fdad7227 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/8.-commenting-and-collaboration/comments.md b/working-with-inforiver/8.-commenting-and-collaboration/comments.md index 0edcda54..025fd267 100644 --- a/working-with-inforiver/8.-commenting-and-collaboration/comments.md +++ b/working-with-inforiver/8.-commenting-and-collaboration/comments.md @@ -33,6 +33,7 @@ e) On clicking the dropdown, you can find more information and options. The work Let's now look at Inforiver's commenting capability. 1. [Data-level comments](comments/comments.md) -2. [Assign & track tasks](comments/comments-1.md) -3. [Track changes](comments/track-changes.md) -4. [Comment settings](comments/comment-settings.md) +2. [Report-level comments](comments/report-level-comments.md) +3. [Assign & track tasks](comments/comments-1.md) +4. [Track changes](comments/track-changes.md) +5. [Comment settings](comments/comment-settings.md) 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 new file mode 100644 index 00000000..a800de74 --- /dev/null +++ b/working-with-inforiver/8.-commenting-and-collaboration/comments/report-level-comments.md @@ -0,0 +1,57 @@ +# Report-level comments + +In the previous sections, we discussed about adding and tracking data-level comments in a report. Inforiver also supports report-level comments, which will be covered in this section. + +Data-level comments enable you to add annotations, mention users, assign tasks and perform other collaborative actions that are specific to a data point. Report-level comments, on the other hand, let you perform all the aforementioned actions while providing an overall summary of the report. + +## 1. Add report-level comments + +1. Click on **Comments** dropdown and then **Report Level Comments**. In the side panel, enter the 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

+ +{% 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). +{% endhint %} + +## **2. Lock/un-lock thread** + +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

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

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

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

Assigning a task

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

Resolve thread

+ +3. The thread is marked as 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

+ +## 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

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 1eb7de0c..033b9bfd 100644 --- a/working-with-inforiver/8.-paginated-reporting/header-and-footer.md +++ b/working-with-inforiver/8.-paginated-reporting/header-and-footer.md @@ -20,13 +20,13 @@ Let's first take a look at the header/footer interface. In the edit mode, you ha **STEP 1**: Click on **Header & Footer** in the Design tab. Alternatively, you can 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. 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. -

Header and footer ribbon

+

Header and footer ribbon

The toolbar provides several customization options and they are covered as follows: @@ -44,7 +44,7 @@ To restore the default header, select the Reset option from the header context m 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

## 2. Basic interactions @@ -52,7 +52,7 @@ As mentioned in the [interface](header-and-footer.md#i-edit-mode) section, the h **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. @@ -60,13 +60,13 @@ In the basic interactions section, we have used the example of headers but all o **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 +76,13 @@ 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

@@ -92,11 +92,11 @@ 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:** 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. -
+
## 3. Presets @@ -106,15 +106,15 @@ Before looking at creating header/footer elements from scratch, let's see how to **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

+

KPI explorer selection reflected in presets

### 2. Footer preset @@ -122,11 +122,11 @@ Inforiver also offers a number of footer presets with page numbers, report title **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. 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 2af2e0b8..3defdbae 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 @@ -10,19 +10,19 @@ 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. -

KPI header

+

KPI header

**STEP 3:** You will be prompted on whether to replace the container or insert another container. For now, let's replace the container. -

Inserting a KPI container

+

Inserting a KPI container

**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