Why Use a Decomposition Tree?

• Identify key drivers: Quickly discover which factors have the greatest impact on a KPI.

• Perform root cause analysis: Drill into different dimensions to understand why performance is changing.

• Analyze variances: Compare actual performance against targets or previous periods to identify sources of deviation.

• Explain KPIs: Turn complex business metrics into an intuitive, interactive analysis.

• Support better decisions: Help business users move from “What happened?” to “Why did it happen?”

In Inforiver Analytics+, the Decomposition Tree provides an interactive way to explore business data and uncover insights without having to manually create multiple charts or reports.

One Click Color Format for each Top node

Inforiver Analytics+ lets you instantly apply different colors to each top node in the decomposition tree. You can customize the color for each top node, making it easy to visually separate main branches and quickly compare regions or categories.

Key Summary Metrics

The Decomposition Tree in Inforiver Analytics+ includes a Show Header option that displays the name of each hierarchy along with key summary metrics. When enabled, the header highlights the highest and lowest contributors using formatted icons, making top and bottom performers easy to spot at a glance.

Tree Density

Decomposition Tree, density controls how tightly or loosely nodes and branches are arranged. Choosing the right density helps match the visual to your audience and screen space while keeping the tree readable and focused.

Conditional Formatting

Conditional formatting in Inforiver Analytics+ makes it easier to identify important patterns, trends, and outliers in Decomposition charts. Using rules or color scales, you can visually highlight data points based on their values and quickly draw attention to key insights.

You can apply rule-based formatting or use color classes such as sequential, diverging, qualitative, and custom scales. Formatting can be based on any measure or comparison field used in the visual, allowing you to easily highlight high performers, low performers, or values that meet specific thresholds.

How to change the Main Measure Category color

This needs to be done before applying Decomposition tree format.

For more detail information about Decomposition Tree, refer

Decomposition tree | Analytics+ | Inforiver

Power BI Decomposition Tree: Root Cause Analysis with Inforiver

For more detail information, refer to Export to PDF & Excel | Inforiver

Please note that the Download option must be enabled in the Power BI tenant settings to use the Inforiver export feature. This setting is mandatory for exporting content from custom visuals.

For detailed steps on enabling export for custom visuals, please refer to the following blog:
Power BI Export to PDF for Custom Visuals

If the required tenant setting is not available, we recommend contacting your Power BI administrator to verify that the Download option is enabled.

Export Limitation

Due to use of the Microsoft Export API by Inforiver, there is a 10 MB limitation. Since most email clients don’t allow sharing of files greater than 10 MB and also to ensure that Microsoft Power BI services are not over-burdened.  

To export files greater than 10 MB in file size – Inforiver Enterprise which offers scheduling and bursting of PDF/excel files can be used. These files can also be configured to be delivered directly to OneDrive and SharePoint. 

Here are a few blogs for more information about the Inforiver Export feature.

Inforiver – Excel Export for Custom Number Formatting (Including Negative Values)

Did you know about Inforiver Export to PDF?

Did you know the maximum number of rows that can be exported to excel/pdf from Inforiver Reporting Matrix?

Word Wrap In Export while using the Table layout

Limitations to export custom icon to excel

In many scenarios, hovering over a row's gripper icon displays the tooltip "Drag to re-order". However, when you attempt to drag the row to a different position, no reordering occurs and the row remains in its original location.

You may also encounter the same behavior when attempting to reorder columns, where dragging and dropping the column headers does not change their position.

This behavior occurs because the Canvas Rendering option under Display settings is enabled by default whenever a new Inforiver report is created.

Canvas Rendering is designed to enhance report performance by providing faster scrolling and smoother interactions, especially in reports containing a large number of row and column categories. While this setting improves overall responsiveness, drag-and-drop reordering of rows and columns is not supported when Canvas rendering option is enabled.

To enable manual reordering of rows and columns, you must disable the Canvas Rendering option under Display settings.

Once disabled, drag-and-drop functionality becomes active. In the example below, the United Sates column has been moved to the first position, while the Operating Expenses row has been moved below the Gross Profit hierarchy.

FAQs:

1. Is the Canvas Rendering option available in Writeback Matrix?

   No. Canvas Rendering option is not available in Writeback Matrix.

2. Can rows be reordered across different groups or hierarchy levels?

   No. Row reordering is possible only within the same group or hierarchy level.

3. Can rows and columns be reordered in Reading view of the report?

   Yes. Rows and columns can be reordered in Reading view only if the report developer has enabled Reorder Row/Column option under Allowed User Controls as shown in the screenshot below. Additionally, the Canvas rendering option must be disabled.

   

How to display Dynamic Legend

Use case: Four measures are available, and users can select the measures they need to plot based on the selected chart type.

Solution:

Step1. Create the Field Parameter for the Measure

And create the Slicer for the same

Step2. Select the required Chart Type, here we are selecting Vertical Breakdown waterfall

Step3. Enable Legend

Step4. Now select the required Measures from the Slicer

Step5. Now Increase the measure by selecting Revenue and updating Pivot Data , then Apply

This will dynamically update the Legend as per the Slicer selection.

For more details information about Chart Legends, refer to the Charts - legend settings | Analytics+ | Inforiver

How to create KPI Card

Add some dimensions and measures and Switch to the Card tab in the Analytics+.

On initial load, cards are rendered in the compact trellis layout.

You can change Layout using Trellis option.

Inforiver's KPI card mode enables you to easily highlight organizational or financial metrics with informative KPI cards. Using the dedicated toolbar - you can insert custom KPI formulae, display variances, embed summary charts, and apply ranking, sorting, and conditional formatting. The card mode ships with a range of presets that you can apply in one click.

For more detail information, refer to Cards - getting started | Analytics+ | Inforiver

How to Show Variance and its Percentage

Select Variance under Design and select Both for Variance display

How to add another Measure

You can insert references and calculated metrics as well. Click the fx icon to open the formula editor.

More KPI card related links,

Get Started with Inforiver Analytics +

How to Create Variable Text in KPI Card Without DAX in Power BI with Inforiver Analytics+ - YouTube

For example, a pie chart may display “Music, Movies and Audio Books”, while the desired legend value is “Music Sales.” Currently, Legend values are sourced from the underlying data model. Changing column names, table headers, or visual labels does not modify the individual legend values.

To display different legend values:

• Update the required values in the underlying data source or data model.

• The updated values will appear in the visual after the applicable Power BI dataset refresh.

• If the desired labels need to be derived from existing values, a calculated or transformed field may be required.

For reference, checkout the doc: Charts - legend settings | Analytics+ | Inforiver

FAQs:

1. Can I directly edit the individual legend values in an Inforiver visual?

   Currently, legend values are sourced from the underlying data model and cannot be independently edited directly within the visual.

2. How can I display custom values in the legend?

   The desired values need to be available in the underlying data model. This can be achieved by updating the source data or, where appropriate, creating a calculated or transformed field containing the desired labels.

3. Does this behavior apply only to pie charts?

   No. The same principle applies to visuals where categorical values from the data model are used to populate the legend.

To configure this, click the Status bar Settings (gear) icon highlighted below and select the Custom option under Rows per page to specify your preferred row count.

For example, as shown in the screenshot below, the Custom Rows per page setting is configured to 23, ensuring that 23 rows are displayed on every page throughout the report.

Note: If Report+ feature is enabled in your report, the Rows per Page setting will remain locked in Auto mode and cannot be customized. The number of rows displayed per page is automatically determined by the report configuration as show below.

Interested in exploring the Report+ feature? Click here.

FAQs:

1. Is it possible to hide the status bar from the report?

   Yes. For more details, please refer to our blog post: How to Remove Status Bar in Inforiver Visual.

2. Can we export the same Custom Rows per Page setting to Excel and PDF?

   Excel Export: Pagination is not preserved. All rows are exported to a single worksheet, regardless of the custom rows per page setting configured in the report.

   PDF Export: The custom rows per page setting is preserved when the value is 28 rows or fewer. If the custom row count exceeds 28, the PDF export will display a maximum of 28 rows per page, irrespective of the configured value.

How to create Variance Chart

Step1. Add the Axis and 2 Measure

Step2. Assign the fields to Analytics+

Step3. Next select Series and Enable Variance Mode

Step4. This will enable the Variance options and now select the absolute variance and variance%

Final Report

For more information, refer to the Variance Charts | Analytics+ | Inforiver

Frequently Asked Questions

1.      How to show Variance when there is no data for the comparison Measure.E.g in the Final Report we don’t have Feb, Apr and Jul Data for Profit

Ans. To solve this go to Setting -> Number and Enable “Treat null as zero”

This will display the variance when there is no data available for the comparison measure.

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 allow report consumers to apply basic formatting options such as prefix, suffix and percentage formatting to any cell, row or column in Reading view, report developers must enable the Number option under Allowed User Controls in the Home tab, as shown below.

For example, in the screenshot below, a $(dollar) symbol has been added as a prefix to the Sales Plan native measure column directly from the Reading view of the report.

Similarly, 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.

2. Can Report consumers save the formatting they apply to the Inforiver visual in Reading view?

   No, formatting applied to an Inforiver Reporting Matrix visual in Reading view is temporary and cannot be saved to the report. However, report consumers can export the formatted view to Excel or PDF for future reference and analysis.

·       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?