HIGHLIGHTS

1. Data input templates: Create your own data input templates without writing any code. Supports fields such as numeric, text, single/multi select dropdowns, check box, person and date fields.
2. Planning, Budgeting & Forecasting: Inforiver delivers 40+ no-code planning actions that allows users to seamlessly create business projections right on top of existing reports.
• Create business projections from scratch, or based on prior year actuals
• Perform top-down planning allocations & distributions (based on other measures or drivers)
• Perform rolling forecasts and manage closing periods
• Use goal seek capabilities
• Create what-if simulations
• Create and compare scenarios
• Submit plans for approvals; Review & approve plans or initiate adjustments
• Create & archive periodic snapshots
• Create secure comments and conversations; tag users; trigger notifications; schedule comment digests
• Lock/unlock specific cells, rows & columns for editing, and more
3. Integrated Planning / xP&A: Consolidate data in discrete planning apps in a single plan. E.g., Feed data from Salary, OpEx, Revenue, and COGS Plans into a single rolled-up company-level P&L plan. Inforiver allows you to aggregate, transform & stream live data between power BI reports. This allows different departments and teams complete control over their planning applications, and yet collaborate effectively without much effort when needed.
4. Master Data / Reference Data Management: Manage your master / reference / meta data (LIVE) for your reporting & planning applications. Track change history with comments, initiate and review approvals, and perform additional actions with with minimal dependency on your IT. Supports data residing in Snowflake, Databricks, Azure SQL, Microsoft Fabric and Postgres.
5. Enterprise-grade Security and Governance: Leverage a comprehensive security and governance framework.
• 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.
• Allow managers to review & approve, or initiate adjustments.
• Use audit log to track who-changed-what-and-when.
6. Advanced Data writeback and Integration:
• Write back to on-premise & cloud destinations including SQL Server, Azure SQL, Azure Synapse, Fabric Lakehouse/ Warehouse, DataVerse, Snowflake, Databricks, RedShift, and BigQuery
• Write back to stared storage / drives such as OneDrive and SharePoint.
• Use webhooks to trigger Power Automate workflows, Azure functions, HTTP / XMLA endpoints
• 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;
7. Reporting:
• Create seamless performance & variance reports using plans and forecasts
• Self-service scheduling and bursting of reports