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2 changes: 2 additions & 0 deletions SUMMARY.md
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* [Managed DB](admin-console/settings/managed-db.md)
* [Assets](admin-console/settings/assets.md)
* [Onboard actions](admin-console/onboard-actions.md)
* [Manage Profile](admin-console/manage-profile.md)
* [Display settings](display-settings/README.md)
* [General settings](display-settings/general-settings.md)
* [Hierarchy settings](display-settings/hierarchy-settings.md)
Expand Down Expand Up @@ -333,6 +334,7 @@
* [Manage Integration of visuals](infobridge/manage-integration-of-visuals.md)
* [Manage Bridges](infobridge/manage-bridges.md)
* [Bridge Interface](infobridge/bridge-interface.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)
* [Video tutorials](video-tutorials.md)
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28 changes: 28 additions & 0 deletions accessibility-shortcut-keys.md
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# Accessibility shortcut keys

Report users can leverage the extensive range of keyboard shortcut keys for effortless accessibility. These include navigation keys to browse menus and shortcut keys to select cells, copy values, distribute totals, trigger writeback, add comments and much more. 

## 1. Navigation Keys

<table><thead><tr><th width="85" align="right">S.No.</th><th width="228">Action</th><th width="195">Keys for Windows</th><th width="226">Keys for Mac</th></tr></thead><tbody><tr><td align="right">1</td><td>Move Left</td><td>Left, Shift + Tab</td><td>Left, Shift + Tab</td></tr><tr><td align="right">2</td><td>Move Right </td><td>Right, Tab</td><td>Right, Tab</td></tr><tr><td align="right">5</td><td>Move Up </td><td>Up</td><td>Up</td></tr><tr><td align="right">6</td><td>Move Down </td><td>Down</td><td>Down</td></tr><tr><td align="right">7</td><td>Move to the first cell in the row</td><td>Ctrl + Left</td><td>Cmd + Left</td></tr><tr><td align="right">8</td><td>Move to the last cell in the row</td><td>Ctrl + Right</td><td>Cmd + Right</td></tr><tr><td align="right">9</td><td>Move to the first cell in the column</td><td>Ctrl + Up</td><td>Cmd + Up</td></tr><tr><td align="right">10</td><td>Move to the last cell in the column</td><td>Ctrl + Down</td><td>Cmd + Down</td></tr><tr><td align="right">11</td><td>Select/unselect the active cell and the cell to its left.</td><td>Shift + Left</td><td>Shift + Left</td></tr><tr><td align="right">12</td><td>Select/unselect the active cell and the cell to its right.</td><td>Shift + Right</td><td>Shift + Right</td></tr><tr><td align="right">13</td><td>Select/unselect the active cell and the cell to its top.</td><td>Shift + Up</td><td>Shift + Up</td></tr><tr><td align="right">14</td><td>Select/unselect the active cell and the cell to its bottom.</td><td>Shift + Down</td><td>Shift + Down</td></tr><tr><td align="right">15</td><td>Extend the selection from the active cell to the first cell in the row </td><td>Ctrl + Shift + Left</td><td>Cmd + Shift + Left</td></tr><tr><td align="right">16</td><td>Extend the selection from the active cell to the last cell in the row </td><td>Ctrl + Shift + Right</td><td>Cmd + Shift + Right</td></tr><tr><td align="right">17</td><td>Extend the selection from the active cell to the first cell in the column</td><td>Ctrl + Shift + Up</td><td>Cmd + Shift + Up</td></tr><tr><td align="right">18</td><td>Extend the selection from the active cell to the last cell in the column</td><td>Ctrl + Shift + Down</td><td>Cmd + Shift + Down</td></tr><tr><td align="right">19</td><td>Move to the first cell of the first column</td><td>Home, Ctrl + Home</td><td>Home, Cmd + Home</td></tr><tr><td align="right">21</td><td>Move to the last cell of the last column</td><td>End, Ctrl + End</td><td>End, Cmd + End</td></tr><tr><td align="right">23</td><td>Move to the same field 10 records back.</td><td>Page Up</td><td>Page Up</td></tr><tr><td align="right">25</td><td>Move to the same field 10 records forward.</td><td>Page Down</td><td>Page Down</td></tr><tr><td align="right">24</td><td>Switch to previous tab</td><td>Ctrl + Page Up</td><td>Cmd + Page Up</td></tr><tr><td align="right">26</td><td>Switch to next tab</td><td>Ctrl + Page Down</td><td>Cmd + Page Down</td></tr></tbody></table>

## 2. Menu Selection

<table><thead><tr><th width="86" align="right">S.No.</th><th width="231">Action</th><th width="193">Keys for Windows</th><th width="150">Keys for Mac</th></tr></thead><tbody><tr><td align="right">1</td><td>Home Tab</td><td>Alt + H</td><td>Ctrl + H</td></tr><tr><td align="right">2</td><td>Insert Tab</td><td>Alt + I</td><td>Ctrl + I</td></tr><tr><td align="right">3</td><td>Design Tab</td><td>Alt + A</td><td>Ctrl + A</td></tr><tr><td align="right">4</td><td>Export Tab</td><td>Alt + X</td><td>Ctrl + X</td></tr></tbody></table>

## 3. Row Selection

<table><thead><tr><th width="89" align="right">S.No.</th><th width="227">Action</th><th width="197">Keys for Windows</th><th width="150">Keys for Mac</th></tr></thead><tbody><tr><td align="right">1</td><td>First Row</td><td>Alt + R + 1</td><td>Ctrl + R + 1</td></tr><tr><td align="right">2</td><td>Second Row</td><td>Alt + R + 2</td><td>Ctrl + R + 2</td></tr><tr><td align="right">3</td><td>Third Row</td><td>Alt + R + 3</td><td>Ctrl + R + 3</td></tr><tr><td align="right">4</td><td>Fourth Row</td><td>Alt + R + 4</td><td>Ctrl + R + 4</td></tr><tr><td align="right">5</td><td>Fifth Row</td><td>Alt + R + 5</td><td>Ctrl + R + 5</td></tr><tr><td align="right">6</td><td>Sixth Row</td><td>Alt + R + 6</td><td>Ctrl + R + 6</td></tr><tr><td align="right">7</td><td>Seventh Row</td><td>Alt + R + 7</td><td>Ctrl + R + 7</td></tr><tr><td align="right">8</td><td>Eighth Row</td><td>Alt + R + 8</td><td>Ctrl + R + 8</td></tr><tr><td align="right">9</td><td>Ninth Row</td><td>Alt + R + 9</td><td>Ctrl + R + 9</td></tr></tbody></table>

## 4. Column Selection

<table><thead><tr><th width="92" align="right">S.No.</th><th width="223">Action</th><th width="200">Keys for Windows</th><th width="150">Keys for Mac</th></tr></thead><tbody><tr><td align="right">1</td><td>First Column</td><td>Alt + C + 1</td><td>Ctrl + C + 1</td></tr><tr><td align="right">2</td><td>Second Column</td><td>Alt + C + 2</td><td>Ctrl + C + 2</td></tr><tr><td align="right">3</td><td>Third Column</td><td>Alt + C + 3</td><td>Ctrl + C + 3</td></tr><tr><td align="right">4</td><td>Fourth Column</td><td>Alt + C + 4</td><td>Ctrl + C + 4</td></tr><tr><td align="right">5</td><td>Fifth Column</td><td>Alt + C + 5</td><td>Ctrl + C + 5</td></tr><tr><td align="right">6</td><td>Sixth Column</td><td>Alt + C + 6</td><td>Ctrl + C + 6</td></tr><tr><td align="right">7</td><td>Seventh Column</td><td>Alt + C + 7</td><td>Ctrl + C + 7</td></tr><tr><td align="right">8</td><td>Eighth Column</td><td>Alt + C + 8</td><td>Ctrl + C + 8</td></tr><tr><td align="right">9</td><td>Ninth Column</td><td>Alt + C + 9</td><td>Ctrl + C + 9</td></tr></tbody></table>

## 5. Writeback Shortcuts

<table><thead><tr><th width="93" align="center">S.No.</th><th width="225">Action</th><th width="201">Keys for Windows</th><th>Keys for Mac</th></tr></thead><tbody><tr><td align="center">1</td><td>Trigger Writeback</td><td>Alt + WB</td><td>Ctrl + WB</td></tr><tr><td align="center">2</td><td>Confirm Pop-up message</td><td>Ctrl + Enter</td><td>Cmd + Enter</td></tr><tr><td align="center">3</td><td>Close/Cancel Pop-up message</td><td>Esc</td><td>Esc</td></tr></tbody></table>

## 6. Toggle Buttons

<table><thead><tr><th width="95" align="right">S.No.</th><th width="228">Action</th><th width="202">Key for Windows</th><th>Keys for Mac</th></tr></thead><tbody><tr><td align="right">1</td><td>Toggle to full view of toolbar</td><td>Ctrl + Shift + F</td><td>Cmd + Shift + F</td></tr><tr><td align="right">2</td><td>Toggle to minimal view of toolbar</td><td>Ctrl + Shift + M</td><td>Cmd + Shift + M</td></tr><tr><td align="right">3</td><td>Multi-select Rows</td><td>Alt + M</td><td>Ctrl + M</td></tr></tbody></table>

11 changes: 5 additions & 6 deletions admin-console/README.md
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Expand Up @@ -2,14 +2,13 @@

Inforiver provides an intuitive, slick, and user-friendly interface for managing and administering schedules​​, user management, configuring admin writeback connections, and more which are covered in the following sections:&#x20;

**1. User management** - You can configure the workspace permissions, and user roles and manage the user details. To learn more, refer to [user management](user-management.md).

**2.** **Settings** - You can configure the admin writeback connections, Inforiver managed DB, and usage of assets. To learn more, refer to [settings](settings/).

**3. Onboarding actions** - You can manage users details and configure the consents, and writeback/sync settings. To learn more, refer to [onboarding actions](onboard-actions.md).
1. **User management** - You can configure the workspace permissions, and user roles and manage the user details. To learn more, refer to [user management](user-management.md).
2. **Settings** - You can configure the admin writeback connections, Inforiver managed DB, and usage of assets. To learn more, refer to [settings](settings/).
3. **Onboarding actions** - You can manage users details and configure the consents, and writeback/sync settings. To learn more, refer to [onboarding actions](onboard-actions.md).
4. **Manage Profile** - You can view and manage your integrations, connections and license details from your profile page. Refer to [this page](manage-profile.md) to learn more.

You can also see the build version and time of the build in the admin console. To see the build time, hover over the build version.\


<figure><img src="../../.gitbook/assets/image (549).png" alt=""><figcaption><p>View the build details</p></figcaption></figure>
<figure><img src="../.gitbook/assets/image (549).png" alt=""><figcaption><p>View the build details</p></figcaption></figure>

35 changes: 35 additions & 0 deletions admin-console/manage-profile.md
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# Manage Profile

The 'My Profile' section in the Inforiver workspace allows you to view and manage your integrations, writeback connections, and license details.

<figure><img src="../.gitbook/assets/image.png" alt=""><figcaption><p>'My Profile' section</p></figcaption></figure>

### **1. Rename Workspace**

Click on My Profile -> Rename Workspace to rename the workspace.

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

### 2. Manage Integrations

Integrating Inforiver with other applications allows it to list and upload files to them. You can connect or disconnect the applications from 'My Integrations' page. You can also manage them from the Onboard actions section, as explained [here](onboard-actions.md).

If there are any interruptions in writeback or data retrieval from these applications, you can check the status of the connection from this page and disconnect and reconnect as needed.

<figure><img src="../.gitbook/assets/image (2).png" alt=""><figcaption><p>My Integrations</p></figcaption></figure>

### 3. Manage Connections

Clicking on 'My Connections' displays a list of writeback connections you have created. To know more about adding and managing new connections, please refer to [this page](settings/writeback.md#id-1.-connections). You can also edit or delete your added connections from this page using the icons below.

<figure><img src="../.gitbook/assets/image (3).png" alt=""><figcaption><p>My Connections</p></figcaption></figure>

### 4. License Details

Click on My Profile -> License Details to view the plan and license details for all purchased products as below.

<figure><img src="../.gitbook/assets/image (4).png" alt=""><figcaption><p>License Details</p></figcaption></figure>

### 5. Log Out

Click **Logout** to log out from the workspace.
14 changes: 10 additions & 4 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).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).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).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).png" alt=""><figcaption><p>Select writeback destination</p></figcaption></figure>

On the 'Add connection' page, enter all your connection-related details.

Expand All @@ -30,13 +30,13 @@ 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).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).png" alt=""><figcaption><p>Connection created</p></figcaption></figure>

### ii) Edit/Delete connection

You can edit the available connections using the edit icon(pencil) available on the top right corner of each connection.

<figure><img src="../../.gitbook/assets/image (5) (1) (1) (1) (1) (1) (1) (1) (1) (1) (1).png" alt=""><figcaption><p>Edit connection</p></figcaption></figure>
<figure><img src="../../.gitbook/assets/image (5) (1) (1) (1) (1) (1) (1) (1) (1) (1) (1) (1).png" alt=""><figcaption><p>Edit connection</p></figcaption></figure>

Clicking the pencil icon will open the 'Edit connection' page where you can edit or make changes to the connection.

Expand Down Expand Up @@ -74,4 +74,10 @@ Enabling this option will allow users to configure the SharePoint writeback dest

Enabling this option will allow users to configure the URL.

{% hint style="info" %}
In addition to the above settings, you can configure access control for writeback destinations and role-based access control for writeback admin connections, which are covered in detail in this section: [Writeback security settings.](../../working-with-inforiver/12.-data-writeback/settings/writeback-security-settings.md)
{% endhint %}



In this section, we have covered the writeback settings. Navigate to the next chapter to learn more about the [managed DB settings](managed-db.md).
4 changes: 2 additions & 2 deletions display-settings/general-settings.md
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Expand Up @@ -49,7 +49,7 @@ You can change the color of the header text in the visual using this option.

This option allows you to set the outline for the visual. If you enable this option, a color picker is enabled. The color picker allows you to select the color of the outline. We have set a blue outline for the grid below.

<figure><img src="../.gitbook/assets/image (4) (1) (1) (1) (1) (1) (1) (1) (1).png" alt=""><figcaption><p>Outline</p></figcaption></figure>
<figure><img src="../.gitbook/assets/image (4) (1) (1) (1) (1) (1) (1) (1) (1) (1).png" alt=""><figcaption><p>Outline</p></figcaption></figure>

### 4. Row highlight

Expand Down Expand Up @@ -95,7 +95,7 @@ You can remove the row highlight by selecting the 'off' option from the drop-dow

Enable the _**Measure Only Highlight**_ option to remove the highlight from the categories and highlight just the measures.

<figure><img src="../.gitbook/assets/image (5) (1) (1) (1) (1) (1) (1) (1) (1).png" alt=""><figcaption><p>Row highlight is applied only to measures</p></figcaption></figure>
<figure><img src="../.gitbook/assets/image (5) (1) (1) (1) (1) (1) (1) (1) (1) (1).png" alt=""><figcaption><p>Row highlight is applied only to measures</p></figcaption></figure>

### 5. Gridlines

Expand Down
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).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).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).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).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).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).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).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).png" alt=""><figcaption><p>Even function</p></figcaption></figure>
2 changes: 1 addition & 1 deletion formula-syntax/math-functions/odd.md
Original file line number Diff line number Diff line change
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).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).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).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).png" alt=""><figcaption><p>LASTNDAY</p></figcaption></figure>
4 changes: 2 additions & 2 deletions formula-syntax/time-intelligence-functions/monthperiod.md
Original file line number Diff line number Diff line change
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).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).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).png" alt=""><figcaption><p>Monthperiod with offset</p></figcaption></figure>
<figure><img src="../../.gitbook/assets/image (4) (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
Original file line number Diff line number Diff line change
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).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).png" alt=""><figcaption><p>NEXTNDAY</p></figcaption></figure>
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