Any Power BI report for which you have View or Edit access includes a Reset to default option on the top toolbar.
When you first open the report, the Reset to default button is disabled. This indicates that you are viewing the report exactly as it was published by the report author, with no personal changes applied.
As soon as you interact with the report—for example, by applying a filter, selecting a slicer, or making other report-level changes—the Reset to default button becomes enabled and the reset icon turns colour. This indicates that the report is no longer in its default state.
Clicking Reset to default removes all the changes you have made during the session and restores the report to the author's published view. The report visuals, filters, and formatting will revert to their original state, similar to the behavior you experience when resetting a report in Power BI Desktop.
Should you have questions, feel free to post it in the comments section.
Tracking year-over-year performance is a common requirement in business reporting. But, maintaining formulas that rely on hardcoded year values can become cumbersome as data evolves over time. In scenarios where the reporting period changes regularly, a dynamic approach becomes essential.
In this blog, we’ll walk you through a simple example of how to calculate the variance between the Current Year and Previous Year in Inforiver dynamically, making your reports more scalable, efficient and easier to maintain.
For instance, let’s start by calculating the monthly Profit variance between 2024 and 2025 by inserting a Template row.
To do this, select any row under January month, then navigate to the Insert tab --> Insert Row --> Template Row.
The Template Rows feature allows you to automatically insert rows across all hierarchy levels in a single step, eliminating the need to add them individually as illustrated in the above screenshot.
Next, let’s create a dynamic formula to calculate the variance between the two years.
ROW.PARENT.MEMBERS[1] - ROW.PARENT.MEMBERS[0]
The above formula dynamically calculates the variance between members within the parent hierarchy (Months), specifically comparing values for the years 2025 and 2024. Since the calculation is dynamic, there is no need for manual updates when the year values change.
As demonstrated in the below screenshot, even when the dataset shifts to years like 2026 and 2025, the formula continues to work as expected, seamlessly adapting to the available data and consistently delivering accurate results without any additional adjustments.
To know more about ROW.PARENT identifier, click here.
Conditional formatting is often used to highlight high or low values. Instead of using static thresholds, you can take this a step further by creating smart, dynamic rules. These rules compare your data against benchmarks that update automatically based on filter selections, giving you a more accurate and context-aware highlights every time the data changes.
Let’s look at a simple use case.
Imagine you have a report that displays Cost, Revenue, Margin% and Average sales for each product. Now, you want to highlight the products whose Average sales exceed the Total Average Sales in green and show the remaining values in red. You want this comparison to update automatically whenever a user changes the month filter.
To achieve this, follow the below steps.
Go to Home tab -> Conditional formatting -> click on Create rule.
In the ‘Apply to’ field select the measure that you would like to highlight.
Under Format by choose Rules (If Condition).
In the Conditions section, configure the rule by setting Average sales to Greater than or equal to, and choose Data selection from the dropdown. This option allows you to use a cell value in the condition.
Next, click inside the Select value from field and choose the Grand total cell that corresponds to Average Sales in your report. The selected cell value will automatically populate in the rule configuration.
I have also set the highlight text color to Green.
Click on ‘Apply’
As shown in the screenshot below, for the month of January, any product whose Average Sales value exceeds the Grand Total value is highlighted in green. In this example, Home Appliances and TV and Video are highlighted.
Similarly, let’s create another dynamic conditional formatting rule to highlight the Average Sales values in red when they fall below the Grand Total value.
As shown in the screenshot below, the values that fall below Grand Total are now highlighted in red.
Now, when the Month filter is changed from January to December, the values are dynamically highlighted based on the updated Grand Total cell value, as shown in the screenshot below.
Thus, incorporating dynamic conditional formatting not only enhances visual clarity but also ensures that insights remain relevant as users interact with filters in the report.
Frequently asked questions:
Is it possible to apply conditional formatting based on a selection during runtime?
Yes, it is possible. In the Conditions section, configure the rule by selecting ‘User selection’ from the dropdown, as shown below.
The Year-To-Date calculation is fundamental for tracking cumulative performance over the course of a year. It aggregates a metric from the start of the year up to a specified date. It is useful for analyzing metrics such as sales, revenue, or any other metric within the year, especially to track the cumulative performance over time.
To calculate YTD sales, we sum up the sales from January 1st to the Max date. We use the DAX Expression – TOTALYTD. Here is an example,
Example: Below shows Actual values from Jan to December.
Once you apply PowerBI TOTALYTD DAX, you will get the cumulative sum for the Actual value.
Inforiver enhances the capabilities of Microsoft Power BI through its advanced visual features.
The TOTALYTD function in Inforiver calculates the year-to-date YTD value of a measure within the current filter context (similar to Power BI’s TOTALYTD function). It should be used together with an aggregation function such as SUM or AVERAGE.
Inforiver also provides a YTD function that retrieves data from a specified measure for the current year. If an offset parameter is supplied, the function can return values from previous years as well.
For example, if the current year is 2026 and the current month is March, YTD will return the aggregated total from January through March, as illustrated below.
With an offset of 1, the YTD function returns data for the same period in the previous year.
For example, if the current year is 2026 and the month is March, applying an offset of 1 will return the cumulative total from January through March 2025.
Similarly, Inforiver also provides TOTALMTD, TOTALQTD, MTD, and QTD functions to calculate month-to-date and quarter-to-date values, offering flexible time-based analysis within the current context.
Ans.Inforiver TOTALYTD works the same way as the TOTALYTD function in Microsoft Power BI. It returns a cumulative running total that evaluates the year-to-date value of an expression, calculating the total from the start of the year up to the maximum date in the current context.
In contrast, YTD in Inforiver computes a single aggregated value for the specified period, rather than producing a running cumulative total.
