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GITBOOK-599: Infobridge forecasts
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deepthy-dileep authored and gitbook-bot committed Dec 17, 2024
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1 change: 1 addition & 0 deletions SUMMARY.md
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Expand Up @@ -341,6 +341,7 @@
* [Manage Bridges](infobridge/manage-bridges.md)
* [Bridge Interface](infobridge/bridge-interface.md)
* [Collaborative adjustments](infobridge/collaborative-adjustments.md)
* [Integrating forecasts](infobridge/integrating-forecasts.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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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) (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) (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) (1) (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) (1) (1) (1) (1) (1) (1) (1).png" alt=""><figcaption><p>Consents configuration</p></figcaption></figure>

### 3. Writeback/sync

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6 changes: 3 additions & 3 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) (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) (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) (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) (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 @@ -30,7 +30,7 @@ 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) (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) (1) (1) (1) (1).png" alt=""><figcaption><p>Connection created</p></figcaption></figure>

### 1.2. Edit/Delete connection

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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) (1) (1) (1) (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) (1) (1) (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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4 changes: 2 additions & 2 deletions display-settings/hierarchy-settings.md
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Expand Up @@ -251,11 +251,11 @@ 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) (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) (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) (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) (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 @@ -140,7 +140,7 @@ 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) (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) (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) (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) (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) (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) (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) (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) (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/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) (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) (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) (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) (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) (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) (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) (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) (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) (1) (1) (1) (1).png" alt=""><figcaption><p>NEXTNQTR</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) (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) (1) (1) (1) (1) (1) (1) (1).png" alt=""><figcaption><p>Quarter period with offset</p></figcaption></figure>
31 changes: 31 additions & 0 deletions infobridge/integrating-forecasts.md
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@@ -0,0 +1,31 @@
# Integrating forecasts

You can have historical and current data in one visual and may have configured your forecasts in a different Inforiver visual. Inforiver can detect and seamlessly integrate future periods from a bridge. Let's look at how to integrate forecasts with Infobridge.

To demonstrate this feature, we created a Forecast for 2025. [Learn more about forecasting with Inforiver](../working-with-inforiver/7.-planning-budgeting-and-forecasting/).

<figure><img src="../.gitbook/assets/image (2).png" alt=""><figcaption><p>Creating an Inforiver forecast</p></figcaption></figure>

The target visual contains historical/current sales for 2022, 2023, and 2024. Let's look at how to import the 2025 forecast from the previous visual into this target report.

<figure><img src="../.gitbook/assets/image (1070).png" alt=""><figcaption><p>Target visual with current and historical data</p></figcaption></figure>

**STEP 1:** Create a bridge to access the forecast data from the visual. We have created a bridge titled FC2025.

<figure><img src="../.gitbook/assets/image (1068).png" alt=""><figcaption><p>Creating a bridge for the forecast</p></figcaption></figure>

**STEP 2:** Create an Infobridge integration to the FC2025 bridge to access the forecast.

<figure><img src="../.gitbook/assets/image (1).png" alt=""><figcaption><p>Creating an Infobridge integration</p></figcaption></figure>

**STEP 3**: Use the Insert Measure option, to insert the forecast measure from the bridge into the target visual. Notice how Inforiver creates the time extension without any manual intervention.

<figure><img src="../.gitbook/assets/image (1071).png" alt=""><figcaption><p>Inserting the forecast measure from the bridge</p></figcaption></figure>

The 2025 forecast is imported into the target report:

<figure><img src="../.gitbook/assets/image (1072).png" alt=""><figcaption><p>Forecast inserted with seamless time extension</p></figcaption></figure>

{% hint style="info" %}
The forecast columns inserted for previous years will be blank. We’ve hidden them using the column gripper options.
{% endhint %}
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Expand Up @@ -54,4 +54,4 @@ Follow the steps in the image below to whitelist the Inforiver outbound IP addre

The screengrab below shows the firewall rules configured for Inforiver.

<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>Firewall rules configured for Inforiver</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).png" alt=""><figcaption><p>Firewall rules configured for Inforiver</p></figcaption></figure>
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Expand Up @@ -8,17 +8,17 @@ Discover the new features and innovations that make Inforiver Matrix the most po

As businesses evolve, so too does the scope of their data. You may be expanding to new regions or adding new product lines - with the [Static Row](../working-with-inforiver/4.-adding-business-logic-and-formulae/insert-manual-input-rows.md#id-1.-insert-static-row), [Insert Rows(s)](../working-with-inforiver/4.-adding-business-logic-and-formulae/insert-manual-input-rows.md#id-2.-bulk-insert-static-rows), and [Row Hierarchy](../working-with-inforiver/4.-adding-business-logic-and-formulae/insert-manual-input-rows.md#id-3.-row-hierarchy) options, you can add dimension categories on the fly. When the same category exists at the visual level and in your semantic model, you will now be able to merge the rows from your dataset. &#x20;

The <img src="../.gitbook/assets/image (1) (1).png" alt="" data-size="line">icon that indicates a manual input row will be replaced by<img src="../.gitbook/assets/image (1061).png" alt="" data-size="line">, which indicates a merged row for a row dimension category that is available in the source system. Click the icon to merge the row.
The <img src="../.gitbook/assets/image (1) (1) (1).png" alt="" data-size="line">icon that indicates a manual input row will be replaced by<img src="../.gitbook/assets/image (1061).png" alt="" data-size="line">, which indicates a merged row for a row dimension category that is available in the source system. Click the icon to merge the row.

{% hint style="info" %}
Data input fields will be locked for editing until the row is merged.
{% endhint %}

<figure><img src="../.gitbook/assets/image.png" alt=""><figcaption><p>Merging visual rows with native rows</p></figcaption></figure>
<figure><img src="../.gitbook/assets/image (3).png" alt=""><figcaption><p>Merging visual rows with native rows</p></figcaption></figure>

Notice how the merge icon disappears and the data input field becomes editable after merging the EURIBOR row. When you merge rows, static rows are replaced with native rows however data inputs are retained.

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

## 2. New rounding functions: MROUND, ROUNDUP, and ROUNDDOWN

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Expand Up @@ -34,7 +34,7 @@ The preview limit is configurable and can be adjusted from the Admin console.

Analyzing, monitoring, and sharing Infobridge logs has never been simpler. You can export Infobridge logs from the admin console by navigating to Insights > App Container Logs and selecting the type of logs you need. You have options to export writeback, transformation, and visual logs. This option is primarily intended for on-prem users and is not available for SaaS customers.

<figure><img src="../.gitbook/assets/image (1) (1) (1) (1).png" alt=""><figcaption><p>Export log files</p></figcaption></figure>
<figure><img src="../.gitbook/assets/image (1) (1) (1) (1) (1).png" alt=""><figcaption><p>Export log files</p></figcaption></figure>

#### 5. **Export and import from Infobridge**

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6 changes: 3 additions & 3 deletions release-notes/inforiver-writeback-matrix-october-2024-v3.6.md
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Expand Up @@ -29,7 +29,7 @@ In the report below, we’ve sourced the bonus component and payout status from

When you create a new source from within Infobridge, you will be able to select the measures that are required instead of cascading unnecessary measures.

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

#### 1.3. Flattening data

Expand All @@ -43,7 +43,7 @@ Infobridge has a new **Unnest** function, that you can leverage to flatten your

With Inforiver, you can setup no-code multi-level approval workflows that give additional control over values updated in reports. Navigate to Display Settings > Misc > Approval Workflow > Setup Approvals. You can quickly create workflows to send emails or set the value for connected dropdowns based on the approval status.

<figure><img src="../.gitbook/assets/image (3) (1) (1).png" alt=""><figcaption><p>Setting up a multi-level approval workflow</p></figcaption></figure>
<figure><img src="../.gitbook/assets/image (3) (1) (1) (1).png" alt=""><figcaption><p>Setting up a multi-level approval workflow</p></figcaption></figure>

### 3. Adjustment workflow - UI enhancements

Expand All @@ -63,4 +63,4 @@ You can control connections to Dataverse from the My Integrations page in the Ad

Inforiver is now available for French and Spanish users.

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