Inforiver Writeback Matrix for Planning, Budgeting & Forecasting

Inforiver Writeback Matrix is the most comprehensive no-code writeback and planning solution for Power BI. It supports data write back to on-premise & cloud destinations including SQLServer, Azure SQL, Azure Synapse, Fabric Lakehouse/ Warehouse, Dataverse, Snowflake, Databricks, RedShift, BigQuery, OneDrive, SharePoint, and webhook REST API endpoint URL destinations.

The Inforiver Writeback Matrix delivers all features supported by Inforiver Reporting Matrix, and more:

• Advanced data input field types - including numeric, text, single/multi select dropdowns, check box, person and date fields
• Write back/ save data in SQL and Parquet formats; write back from reading view; write back specific rows & columns; write back with context set by external slicers; use webhooks to trigger Power Automate workflows, Azure functions, HTTP / XMLA endpoints
• Create secure comments and conversations; tag users; trigger notifications; schedule comment digests;
• Create static snapshots after period close or at custom frequencies; compare variances;
• Create and compare planning scenarios; write back scenarios
• Self-service scheduling and bursting of reports; schedule at custom frequencies; schedule to multiple users based on report tabs, custom filters, etc., schedule PDF/Excel reports to external stakeholders
• Enhance writeback scalability and performance through filter context support and chunk processing options

The key features listed above unlock new use cases that were not possible with Power BI earlier. Some of them include:

Create Excel-like templates where multiple users can enter data in reading view; Leverage advanced security and permissions;

Create discrete planning apps and consolidate plans in a single report. E.g., Consolidate Salary, OpEx, Revenue, and COGS Plans from different reports into a single company-level P&L plan.

• Create budgets from scratch, or based on prior year actuals
• Create forecasts easily for up to 5 years
• Perform rolling forecasts with closing periods
• Perform top-down planning allocations & distributions (based on other measures or drivers)
• Use goal seek capabilities
• Lock/unlock specific cells, rows & columns for editing
• ... and more

The Writeback Matrix now comes with InfoBridge®, a new service that helps you aggregate, transform, pivot and stream data live between reports. Imagine these scenarios:

• A sales forecast app can stream 'quantity sold' to a COGS planning app
• A granular daily sales forecast app built for Germany feeds data to a global sales app that summarizes weekly sales by country.

The writeback matrix delivers comprehensive security and governance.

• Admin-level security: Control user access to writeback destinations and connections
• User-level security: Designate specific users with column-level permissions / ACL (data input fields), row level permissions (insert row), create scenarios, lock/unlock cells, etc.,
• Define approval workflow mechanism for data writeback and streaming.
• Review & approve adjustments made by users along with comments while showing current vs. previous values.
• Use audit log to track who-changed-what-and-when.

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