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GITBOOK-570: Forecasting chocolate release
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deepthy-dileep authored and gitbook-bot committed Oct 16, 2024
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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).png" alt=""><figcaption><p>Inforiver console - Admin Portal</p></figcaption></figure>
<figure><img src="../.gitbook/assets/image (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).png" alt=""><figcaption><p>Consents configuration</p></figcaption></figure>
<figure><img src="../.gitbook/assets/image (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).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).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).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).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).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).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).png" alt=""><figcaption><p>Filter by role/product access</p></figcaption></figure>
<figure><img src="../.gitbook/assets/image (2) (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 @@ -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).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).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).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).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).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).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).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).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).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).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).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).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).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).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>
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).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).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).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).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).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).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).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).png" alt=""><figcaption><p>Quarter period with offset</p></figcaption></figure>
Original file line number Diff line number Diff line change
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).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).png" alt=""><figcaption><p>Firewall rules configured for Inforiver</p></figcaption></figure>
Original file line number Diff line number Diff line change
Expand Up @@ -8,7 +8,7 @@ Inforiver offers a vast range of formatting and visualization options within the

<div>

<figure><img src="../../../.gitbook/assets/image (1) (1).png" alt=""><figcaption><p>Custom thousand separator in Inforiver</p></figcaption></figure>
<figure><img src="../../../.gitbook/assets/image (1) (1) (1).png" alt=""><figcaption><p>Custom thousand separator in Inforiver</p></figcaption></figure>



Expand All @@ -22,15 +22,15 @@ Inforiver offers a vast range of formatting and visualization options within the

1.4. Signed row headers that are enabled by turning on the Sign in Headers display setting will not be captured.

<figure><img src="../../../.gitbook/assets/image (2) (1).png" alt=""><figcaption><p>Signed row headers, blend measures and hatched cells</p></figcaption></figure>
<figure><img src="../../../.gitbook/assets/image (2) (1) (1).png" alt=""><figcaption><p>Signed row headers, blend measures and hatched cells</p></figcaption></figure>

1.5. Multiple colors in a single cell (when you run simulations or apply conditional formatting) cannot be exported. The contents of the entire cell will have the same color in the exported file.&#x20;

In this example, the positive and negative simulation percentages are exported in black. The number and text have the same color in the export for the classification-based conditional formatting.&#x20;

<div>

<figure><img src="../../../.gitbook/assets/image.png" alt=""><figcaption><p>Inforiver report with multiple colors in each cell</p></figcaption></figure>
<figure><img src="../../../.gitbook/assets/image (3).png" alt=""><figcaption><p>Inforiver report with multiple colors in each cell</p></figcaption></figure>



Expand All @@ -46,7 +46,7 @@ In this example, the positive and negative simulation percentages are exported i

<div>

<figure><img src="../../../.gitbook/assets/image (3) (1).png" alt=""><figcaption><p>Rails and pinned rows in Inforiver</p></figcaption></figure>
<figure><img src="../../../.gitbook/assets/image (3) (1) (1).png" alt=""><figcaption><p>Rails and pinned rows in Inforiver</p></figcaption></figure>



Expand Down Expand Up @@ -138,7 +138,7 @@ Only 3 conditions will be supported in such scenarios.

<div>

<figure><img src="../../../.gitbook/assets/image (1).png" alt=""><figcaption><p>Colors and custom icons in Inforiver</p></figcaption></figure>
<figure><img src="../../../.gitbook/assets/image (1) (1).png" alt=""><figcaption><p>Colors and custom icons in Inforiver</p></figcaption></figure>



Expand Down
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Expand Up @@ -68,7 +68,7 @@ Snapshots can be scheduled only from the Power BI service, not from the desktop.

After saving the schedule settings, you will have options to initiate, reset, and pause the schedule and view logs.

<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>Scheduler options</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>Scheduler options</p></figcaption></figure>

Click on **View jobs** to see all the snapshot jobs and to view logs. The logs will show details such as the total time taken to run the job, the time taken for each milestone and the steps under each milestone.

Expand Down
6 changes: 3 additions & 3 deletions working-with-inforiver/13.-context-awareness.md
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Expand Up @@ -4,17 +4,17 @@ Inforiver provides built-in context awareness i.e., any comments, notes, data in

When users enter comments or manually input data, the visual is unaware of the context, which can be set by a filter or a slicer in the report. In the example, notice how the comment entered for 'APAC' is still visible even after changing the filter to 'EMEA'.

<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>Context unaware</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>Context unaware</p></figcaption></figure>

With Inforiver, you can configure filter context, which ensures that Inforiver visuals are aware of context changes and responsive to changes in filters i.e. the comments, data input, writeback payload, etc are dynamically updated. Let's look at how to set up filter context.

**Step 1**: Click on the **Filter Context** button in the Insert ribbon.

<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>Filter context navigation</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>Filter context navigation</p></figcaption></figure>

**Step 2**: In the popup window, enter the table and field name for which context awareness is being set up. You can enter multiple tables and categories using the Add new link. In this case, we are setting up filter context for Subregions.

<figure><img src="../.gitbook/assets/image (3) (1) (1) (1) (1) (1) (1) (1) (1) (1) (1) (1) (1) (1).png" alt=""><figcaption><p>Add table and category</p></figcaption></figure>
<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>Add table and category</p></figcaption></figure>

**Step 3**: Inforiver automatically generates the DAX code based on the tables and categories entered. Click on the Generate Dax button and copy the DAX.

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Expand Up @@ -98,11 +98,11 @@ Follow the steps outlined to detach visuals.

1. [Publish the report](https://learn.microsoft.com/en-us/power-bi/create-reports/desktop-upload-desktop-files) to the Power BI service. Open the report in edit mode in the Power BI service, after the report has been published. A yellow warning symbol near the profile indicates that the visual is a duplicate.

<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>Duplicate report warning</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>Duplicate report warning</p></figcaption></figure>

2. Expand the Profile menu and navigate to **Report Details**.

<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></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></figcaption></figure>

3. Click on the **Create** button in the Report Details side pane to detach the visual.

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Expand Up @@ -62,7 +62,7 @@ When you change this to 'In rows', the measures are displayed as shown below.&#x

To re-order rows while using Measure in rows layout, you can click on row gripper and drag the rows to be re-ordered. Another way to do this is via the ‘Manage rows’ popup screen. Click on the gripper and drag and drop the measures as desired.

<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>Re-ordering rows using Manage Rows</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>Re-ordering rows using Manage Rows</p></figcaption></figure>

### b. In columns

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

### 2.2. Column-level filter

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