This feature enables report consumers to highlight and emphasize key records using colors, icons, data bars, and other visual indicators. As a result, trends, exceptions, and key insights can be identified more quickly, improving data interpretation and decision-making directly from the report.

To make conditional formatting options available to report consumers, the report developer must enable Allow Conditional Format option under the Allowed User Controls menu as illustrated below.

Once enabled, users can apply conditional formatting to individual cells, rows or columns directly from the Reading view.

Let's explore how this feature works from a report consumer's perspective using a sample report. In the screenshot below, various conditional formatting styles have been applied to the Sales Plan, YoY Sales, Data Input-Number, and Quick formula (% Running Total of Sales Plan) columns, along with customized formatting for the column headers in Reading view.

Report users can export this formatted data to PDF or Excel for future analysis and reference.

Screenshot of the Exported Excel file displaying all applied formats:

For a detailed overview of Conditional Formatting capabilities available in Inforiver, click here.

FAQs:

1. Is the Enable Conditional Format option under the Allowed User controls available in Writeback Matrix?

   No, this option is currently available only in Inforiver Reporting Matrix.

·       Standard Bubble Chart – Displays circles on an X and Y axis, with the size of each circle representing the corresponding value.

·       Packed Bubble Chart – Arranges circles in a tightly packed layout without using X and Y axes, with the size of each circle representing the corresponding value.

Standard Bubble Chart

It is like a scatter plot where dots are replaced by circles. It uses an X-axis and a Y-axis to place each bubble. It is ideal for revealing patterns, relationships, and correlations between data points.

For more information, refer to the documentation Scatter/Bubble Charts | Analytics+ | Inforiver

And blog Bubble Chart in Power BI - Visualize Data Relationships

Packed Bubble Chart

It displays a compact, clustered group of circles without X and Y axes.

It typically shows fewer variables—usually one category name (the label) and one or two numeric values that control the size and color of the circle.

For more information, refer to the documentation Packed Bubble | Analytics+ | Inforiver

And blog Packed Bubble Chart in Power BI – Inforiver

Frequently Asked Questions

1.      How to enable Tooltips for the chart

Ans. Tooltips can be turned on under Visualizations pane.

for more information, refer Did you know that the tooltip can be switched ON/OFF?

To improve usability and provide a smoother configuration experience:

• Control + R should directly open the Ranking Tab within the selected visual.

• Shift + R + A should continue to apply the Ranking action automatically.

This will help users:

• Quickly access ranking configuration without additional navigation.

• Apply ranking actions faster using shortcut keys.

• Improve productivity while working with different chart types.

FAQs:

1. Who will benefit from this update?

   Users who frequently configure and apply rankings in visuals will benefit from faster access to Ranking settings and improved workflow efficiency.

2. What is the purpose of the Control + R shortcut?

   The Control + R shortcut is intended to provide quick access to the Ranking Tab within a selected visual, allowing users to configure ranking options efficiently.

3. What does Shift + R + A do?

   The Shift + R + A shortcut automatically applies the Ranking action to the selected visual, such as applying the Top 5 Axis ranking.

4. Can users still access the Ranking Tab manually?

   Yes. Users can continue accessing the Ranking Tab through the existing navigation flow. The Control + R shortcut provides an additional faster access option.

For example, in the 100% Stacked Bar chart shown below, the Country names represented in the legend can be directly displayed above their corresponding stacked bars so that users can easily identify each segment without having to rely on the legend. This improves the overall readability of the visualization.

To achieve this, navigate to Settings --> Canvas and enable Series Label option, as highlighted below.

This provides a clearer view of the Countries associated with each stacked bar.

Let's explore another example where the Series label feature is enabled in a Vertical Stacked Marimekko chart.

Series Label customization

Series Labels can be customized by adjusting the width of the label section, configuring font styles and background colors, displaying connecting lines and positioning the labels on the left, right, top or bottom of the chart, depending upon the chart type. Additionally, you can match the label colors with their corresponding series colors, making it easier to correlate with the chart.

For more details about customization, refer to the documentation linked here.

FAQs:

1. Is this feature available for all Chart types?

   No, this feature is not supported for all Chart types. It is currently available for all the Stacked Charts, Group/Clustered (Line/Spline/Stepped) charts, Cluster Stepped Area chart, Vertical Cluster Variance Waterfall chart and Ribbon/Bar column chart.

2. Can the Series Label option be enabled in the Reading View?

   No, this feature can only be enabled in the Edit mode of the report.

Select Gantt Chart from the Inforiver Tool bar and assign the Values – Start , End Date; Progress bar and Task, Sub Task

Default Inforiver Gantt Chart View

Next, we'll enhance the report's layout

1.      Reduce the Column Timeline font size and Set Left Padding to 0 (Zero)

Now the Gantt Chart changes to

2.      Next lets change the Bar colors

3.      Next Set the Sorting

4.      Next set the Zoom Level.

Zoom in and out on the Gantt timeline for high-level project overviews and detailed task status tracking

How to create Milestones

Milestones help to keep track of key project events by creating and customizing milestones to match your project's unique requirements.

Milestones represent important achievements or checkpoints in your project timeline, such as a product launch, delivery deadline, or major project phase.

Assign the milestone field from your dataset to the Gantt fields visual parameter. In the Pivot data window, map the fields to the Milestone bucket. Milestones will be displayed in the Gantt when the fields are assigned.

Customize the milestone by clicking on the Milestone button

For more information, refer to the below blogs

Gantt Chart | Analytics+ | Inforiver

Gantt Chart for Power BI: Timelines & Project Tracking

How to distinguish between the Parent and Child bars in Gantt chart when there are more than 2 Axis items?

When using special charts, the Row Grand Total will be disabled by default. Let's see how to enable the Grand Total row and display special charts within it.

Let's consider a scenario where we want to display a 2-value Bullet Chart in a matrix report to compare and visualize the performance of Margin% and YOY Sales% across different categories.

To enable Bullet charts, we need to select both measure columns. Then, expand the Bullet Chart dropdown and let's choose Conditional Bar chart as highlighted below.

Once the bar chart is added to the visual, a toast notification appears stating, "For special charts, the Row Grand Total is disabled by default." as shown in the screenshot below.

Kindly follow the steps below, to enable them:

1. Navigate to Home --> Totals --> and enable Row Grand Total, positioning it at the top of the Matrix.

   

2. Once the Grand Total row is displayed, select the Bullet bar chart column and navigate to the Customize tab. Click the Scale icon and enable the Universal option from the dropdown menu.

   

This universal scaling option ensures that the bullet chart (or the special chart) is displayed consistently for both individual rows and the Grand Total row.

To know more about the different types of charts supported in Inforiver Matrix visuals, kindly click here.

FAQ:

1. Can users add charts in the Reading view of the report in Power BI Service?

   Yes. Users can add these charts in a report's Reading View to visualize the performance of multiple measures. However, the charts added in Read mode will not be saved. To persist these changes, the report must be added in Edit mode and republished.

Author Default State: Whatever filters, sort orders, and slicer selections are active when the author saves and publishes the .pbix file become the official baseline default view

Reset to Default: End-users can click the Reset to default button in the Power BI service reading view to wipe personal changes and return to the author's original setup.

Disabling Persistence: Authors can prevent Power BI from saving end-user filter modifications across sessions by going to File > Settings > Report settings (or in Power BI Desktop under Current File > Report settings), locating Persistent filters, and turning on Don't allow end users to save filters on this report.

Note: Any formatting issue or Inconsistency in PowerBI Service, make sure to use the Reset option in Read mode to restore the original published view.

For more information, refer to the below blog

Do you know what causes occasional discrepancies in reports published to the Power BI Service?

Changes in numbers, filters, columns, simulations or formatting not updating in Power BI Service?

Reference Line

Reference lines are used in charts as a benchmark against which to compare data points. They also help identify trends and aid in making comparisons between different segments.

You can add reference lines for the average, minimum, maximum, standard deviation, etc of a measure or the variance.

For more information, refer to Reference line | Analytics+ | Inforiver

Reference Band

Reference bands highlight a range of values instead of a single reference point, providing a clearer view of acceptable or expected thresholds. They are especially useful for visualizing target ranges, performance benchmarks, or tolerance limits, helping users quickly determine whether data falls within the desired range.

For more information, refer to Reference band | Analytics+ | Inforiver

Error Bar

Error Bar are used to indicate the estimated error in a measurement. They visually indicates the range within which the values are expected to lie.

For more information, refer to Error bar | Analytics+ | Inforiver

Trend Line

Trend lines are used to visualize and highlight the overall trend within a dataset. They provide a clear representation of the general direction of the data—whether it is increasing, decreasing, or remaining stable—over time or across ordered categories, making it easier to identify patterns and long-term behavior.

Note: Trend lines are most appropriate and commonly supported for Line, Area, Scatter (XY), Bubble. Support for Stacked, Clustered Bar/Column, Pie, Doughnut, Treemap, Funnel, Waterfall, and Radar charts generally do not support trend lines.

For more information, refer to Trend line | Analytics+ | Inforiver

Additional series

With Analytics+, you can plot the Running total/Running average/Pareto analysis/Percentage contribution. Enable the Additional series toggle to choose a specific type.

For more information, refer to Additional series | Analytics+ | Inforiver

Frequently Asked Questions

1.      Difference between Reference line and Trend Line

Ans. Reference line, Highlights a specific value, threshold, target, or benchmark.

Where as Trend Line, Shows the overall direction or pattern in the data.

E.g Reference Line: Sales target = 1000, Average revenue, Budget limit, User-defined or calculated value

And Trend Line : Increasing monthly sales, Declining customer count Statistical analysis of the data points

When using Inforiver Analytics+, all your data is retained within the visual and your Power BI report.

Once Inforiver Analytics+ is purchase via Microsoft AppSource, all subscription related information can be managed through the Microsoft Admin Portal.

Once licenses are assigned, you can directly import the Inforiver Analytics+ visual from AppSource into your Power BI reports. For detailed guidance, kindly refer to this blog --> Just purchased Inforiver from AppSource!! What next?? and follow the steps outlined.

For more information about process to procure directly from Microsoft, refer Introducing a new way to purchase licensed Power B... - Microsoft Fabric Community

Frequently Asked Questions

1.      What type of license is needed for Report user and Creator

Ans. There is no difference between a report user license and a report creator license. Anyone who uses the visual will require a license. So, both Viewers/Users and Creator/developers need a license.

To improve performance, you can enable Performance Mode for high-density line and area charts or limit the amount of data loaded using Power BI filters, and optimize the underlying data model.

Performance Mode option for Analytics+

Charts with high data volume and density can be plotted significantly faster with the performance mode option. Enable the toggle from the toolbar for faster rendering. Please bear in mind that performance mode is supported for select charts.

When you enable performance mode, you'll notice that the performance mode toggle in the toolbar is automatically enabled and a line chart is rendered by default.

For more information, refer to the blog Inforiver Analytics+ – Canvas Rendering Enhanced with Performance Mode for Line/Area Charts

Frequently Asked Questions

1.      Apart from large data volumes, what other factors can affect report performance?
Ans: Using multiple Inforiver visuals within a single report can increase rendering time.