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GITBOOK-576: Row edit user validation
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deepthy-dileep authored and gitbook-bot committed Oct 17, 2024
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3 changes: 2 additions & 1 deletion SUMMARY.md
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Expand Up @@ -62,7 +62,8 @@
* [Editing cells](working-with-inforiver/4.-adding-business-logic-and-formulae/editing-cells.md)
* [Quick formula](working-with-inforiver/4.-adding-business-logic-and-formulae/quick-formula.md)
* [Visual column inside visual measures](working-with-inforiver/4.-adding-business-logic-and-formulae/visual-column-inside-visual-measures.md)
* [Manage inserted rows & columns](working-with-inforiver/4.-adding-business-logic-and-formulae/manage-inserted-rows-and-columns.md)
* [Manage inserted rows](working-with-inforiver/4.-adding-business-logic-and-formulae/manage-inserted-rows-and-columns.md)
* [Manage inserted measures & columns](working-with-inforiver/4.-adding-business-logic-and-formulae/manage-inserted-rows-and-columns-1.md)
* [Pivot data](working-with-inforiver/4.-adding-business-logic-and-formulae/pivot-data.md)
* [Insert image URLs](working-with-inforiver/4.-adding-business-logic-and-formulae/insert-image-urls.md)
* [6. Working with charts](working-with-inforiver/6.-working-with-charts.md)
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2 changes: 1 addition & 1 deletion admin-console/README.md
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Expand Up @@ -5,7 +5,7 @@ The Inforiver console along with the admin portal provides an intuitive, sleek,
1. The **Inforiver console** has options to manage your profile, users' details, subscriptions, export writeback logs, metrics, reports and review/configure onboarding actions.
2. The **Admin Portal** contains exclusive configuration options for workspace admins, such as user management and other important settings, including general settings, forecast settings, asset management, writeback settings, uploading holiday calendar, and configuring API tokens for subscriptions.

<figure><img src="../.gitbook/assets/image (1) (1) (1) (1) (1) (1) (1).png" alt=""><figcaption><p>Inforiver console - Admin Portal</p></figcaption></figure>
<figure><img src="../.gitbook/assets/image (1) (1) (1) (1) (1) (1) (1) (1).png" alt=""><figcaption><p>Inforiver console - Admin Portal</p></figcaption></figure>

This section is organized as follows:

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2 changes: 1 addition & 1 deletion admin-console/onboarding-actions.md
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Expand Up @@ -26,7 +26,7 @@ This option is for user management configuration where you can add/remove users

Power BI permissions, data flow tracking between InfoBridge and Inforiver, and organization group configurations are all managed with consent under this section. Clicking **Configure** will take you to the appropriate settings page and enable the permissions.

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

### 3. Writeback/sync

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12 changes: 6 additions & 6 deletions admin-console/settings/writeback.md
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Expand Up @@ -16,11 +16,11 @@ 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.&#x20;

<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) (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) (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.

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

On the 'Add connection' page, enter all your connection-related details.

Expand All @@ -30,21 +30,21 @@ Enter the connection name and click 'Save connection' to complete the connection

The created connection will be listed on the Connections page.

<figure><img src="../../.gitbook/assets/image (3) (1) (1) (1) (1) (1) (1) (1) (1) (1) (1) (1) (1) (1) (1) (1) (1) (1).png" alt=""><figcaption><p>Connection created</p></figcaption></figure>
<figure><img src="../../.gitbook/assets/image (3) (1) (1) (1) (1) (1) (1) (1) (1) (1) (1) (1) (1) (1) (1) (1) (1) (1) (1).png" alt=""><figcaption><p>Connection created</p></figcaption></figure>

### 1.2. Edit/Delete connection

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) (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) (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) (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) (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.

Expand All @@ -66,7 +66,7 @@ Users will be able to add destinations based on the settings configured by the a

The settings configured in the admin console will be applied to the Add Destination page as well. Users will only see the destination types they have permission to add.

<figure><img src="../../.gitbook/assets/image (4) (1) (1).png" alt=""><figcaption><p>Destination settings applied in the Add destination page</p></figcaption></figure>
<figure><img src="../../.gitbook/assets/image (4) (1) (1) (1).png" alt=""><figcaption><p>Destination settings applied in the Add destination page</p></figcaption></figure>

{% hint style="info" %}
In addition to the above settings, you can configure user access control for writeback destinations which is explained [here](../../working-with-inforiver/12.-data-writeback/settings/writeback-security-settings.md#id-4.-user-access-control-to-manage-writeback-destinations).
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2 changes: 1 addition & 1 deletion admin-console/user-management.md
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Expand Up @@ -34,7 +34,7 @@ This window has the following options to search and filter the user list:

* **Filter dropdown menus -** You can filter the users based on their roles and the product workspaces they can access. By default, 'All members' for 'All Products' are displayed. You can choose to display specific users based on their role, such as users with the 'Admin' role or users with the 'Members' role. You can also filter based on their product access, such as users with access to Inforiver or EDITable.

<figure><img src="../.gitbook/assets/image (2) (1) (1) (1).png" alt=""><figcaption><p>Filter by role/product access</p></figcaption></figure>
<figure><img src="../.gitbook/assets/image (2) (1) (1) (1) (1).png" alt=""><figcaption><p>Filter by role/product access</p></figcaption></figure>

* **Sort drop-down menu -** This menu allows you to sort users by their names, last login time, or added time. To sort the list, simply choose the desired option from the dropdown menu. Depending on your selection, the user list will be sorted from the latest to the oldest (by last login time/added time) or in descending order (by name). You can reverse the sorting order by clicking the sort arrow next to this menu.
* **Sort arrow -** If the sort arrow is pointing up, the list is sorted in ascending order for the chosen filter in the drop-down. If the sort arrow is pointing down, the list is sorted in descending order. You can toggle the order by clicking on the arrow.
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14 changes: 7 additions & 7 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) (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) (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) (1).png" alt=""><figcaption><p>Toolbar option</p></figcaption></figure>
<figure><img src="../.gitbook/assets/image (9) (1) (1) (1) (1) (1) (1) (1).png" alt=""><figcaption><p>Toolbar option</p></figcaption></figure>

### 2. Canvas

Expand Down Expand Up @@ -49,7 +49,7 @@ You can change the color of the header text in the visual using this option.

This option allows you to set the outline for the visual. If you enable this option, a color picker is enabled. The color picker allows you to select the color of the outline. We have set a blue outline for the grid below.

<figure><img src="../.gitbook/assets/image (4) (1) (1) (1) (1) (1) (1) (1) (1) (1) (1).png" alt=""><figcaption><p>Outline</p></figcaption></figure>
<figure><img src="../.gitbook/assets/image (4) (1) (1) (1) (1) (1) (1) (1) (1) (1) (1) (1).png" alt=""><figcaption><p>Outline</p></figcaption></figure>

### 4. Row highlight

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) (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) (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) (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) (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) (1).png" alt=""><figcaption></figcaption></figure>
<figure><img src="../.gitbook/assets/image (7) (1) (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) (1).png" alt=""><figcaption><p>Custom date formats</p></figcaption></figure>
<figure><img src="../.gitbook/assets/image (9) (1) (1) (1) (1).png" alt=""><figcaption><p>Custom date formats</p></figcaption></figure>

### 8. Enable canvas rendering

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4 changes: 2 additions & 2 deletions display-settings/hierarchy-settings.md
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Expand Up @@ -259,11 +259,11 @@ Disable this to stop column-level total and sub-total calculations while loading

Notice the time taken when Inforiver pre-calculates the totals and subtotals:&#x20;

<figure><img src="../.gitbook/assets/image (2) (1) (1) (1) (1) (1) (1) (1) (1) (1) (1).png" alt=""><figcaption><p>When Totals are pre-calculated</p></figcaption></figure>
<figure><img src="../.gitbook/assets/image (2) (1) (1) (1) (1) (1) (1) (1) (1) (1) (1) (1).png" alt=""><figcaption><p>When Totals are pre-calculated</p></figcaption></figure>

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) (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) (1) (1) (1) (1) (1) (1).png" alt=""><figcaption><p>After Disabling the Total API</p></figcaption></figure>

**Resources**

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2 changes: 1 addition & 1 deletion display-settings/miscellaneous-settings.md
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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) (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) (1) (1) (1) (1) (1) (1).png" alt=""><figcaption><p>Status panel aggregation</p></figcaption></figure>

### 3. Cell/row/column

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2 changes: 1 addition & 1 deletion formula-syntax/math-functions/even.md
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Expand Up @@ -20,4 +20,4 @@ EVEN(40193)

Returns 40194.

<figure><img src="../../.gitbook/assets/image (2) (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>Even function</p></figcaption></figure>
<figure><img src="../../.gitbook/assets/image (2) (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>Even function</p></figcaption></figure>
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) (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) (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) (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) (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) (1).png" alt=""><figcaption><p>LASTNMONTH</p></figcaption></figure>
<figure><img src="../../.gitbook/assets/image (7) (1) (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) (1).png" alt=""><figcaption></figcaption></figure>
<figure><img src="../../.gitbook/assets/image (8) (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/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) (1).png" alt=""><figcaption></figcaption></figure>
<figure><img src="../../.gitbook/assets/image (9) (1) (1) (1) (1) (1) (1) (1) (1).png" alt=""><figcaption></figcaption></figure>
4 changes: 2 additions & 2 deletions formula-syntax/time-intelligence-functions/monthperiod.md
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Expand Up @@ -29,6 +29,6 @@ MONTHPERIOD(2022,5)
//Returns data from May, 2023
```

<figure><img src="../../.gitbook/assets/image (3) (1) (1) (1) (1) (1) (1) (1) (1) (1) (1) (1) (1) (1) (1) (1) (1).png" alt=""><figcaption><p>Monthperiod without offset</p></figcaption></figure>
<figure><img src="../../.gitbook/assets/image (3) (1) (1) (1) (1) (1) (1) (1) (1) (1) (1) (1) (1) (1) (1) (1) (1) (1).png" alt=""><figcaption><p>Monthperiod without offset</p></figcaption></figure>

<figure><img src="../../.gitbook/assets/image (4) (1) (1) (1) (1) (1) (1) (1) (1) (1) (1) (1).png" alt=""><figcaption><p>Monthperiod with offset</p></figcaption></figure>
<figure><img src="../../.gitbook/assets/image (4) (1) (1) (1) (1) (1) (1) (1) (1) (1) (1) (1) (1).png" alt=""><figcaption><p>Monthperiod with 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) (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) (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/nextnmonth.md
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Expand Up @@ -23,4 +23,4 @@ NEXTNMONTH(15)
//Returns data for 15 months before the current month
```

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

<figure><img src="../../.gitbook/assets/image (3) (1) (1) (1) (1) (1) (1) (1) (1) (1) (1).png" alt=""><figcaption><p>NEXTNQTR</p></figcaption></figure>
<figure><img src="../../.gitbook/assets/image (3) (1) (1) (1) (1) (1) (1) (1) (1) (1) (1) (1).png" alt=""><figcaption><p>NEXTNQTR</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) (1) (1).png" alt=""><figcaption><p>NEXTNYEAR</p></figcaption></figure>
<figure><img src="../../.gitbook/assets/image (5) (1) (1) (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) (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) (1) (1) (1) (1) (1) (1).png" alt=""><figcaption><p>Quarter period with offset</p></figcaption></figure>
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