Configuring a Report Matrix

Last Updated: 08/12/2016 Introduced in Verision: 2.0

Report Matrices display totals of how many records match each value reported in a column.  Each column is referred to as a dimension.  Multiple dimensions can be compared along to the x and y axis of the report matrix.  To set up a report matrix in the Report Designer, select the Matrix tab and add dimension to the x and y axis as needed.

Example

The goal of this example is to:

  1.  Create a report.
  2. Add a matrix to the report.
  3. Run the report to view the matrix.

To begin, navigate to a Design Folder.  Select the Create Report button and select Create Report.

createReport                       

In the resulting New Report pop-up, give the new report a name and click Ok.

 nameReport

Next, define a data source for the report by dragging Folder Data Source to the Sources list from the Data Sources > Common category in the Toolbox panel.  Add the Respect Permissions Filter by dragging the filter to the Filters workspace.

respectPermissionsFilter 

To add a Matrix option to the menu bar, click on Add in the Views section, then select Matrix

 selectMatrix

This will add a Matrix option to the view menu bar.  This Matrix view will automatically open.

 matrixViewOpens

To build the report matrix, first select the Add Dimension link corresponding to the y axis (vertical) and select Add Field Dimension.

 addFieldDimension

In the Edit pop-up, select Folder Type Name in the Field drop down list and click Ok.

 selectFolderTypeName

Next, select the Add Dimension link corresponding to the x-axis (horizontal) and select Add Field Dimension.

 addXFieldDimension

In the Edit pop-up, select Nesting Level in the Field drop down list and click Ok.

 selectNestingLevel

This completes the report.  Save the report and close the Report Designer.

 saveReport

Back in the portal, select the Report that was just created.  In its Action menu, select Run Report.

runReport 

The report will open in a new window where you can click on the Matrix view menu option to see the report matrix.  Along the y-axis, you will see headers corresponding to all of the Folder Type Name values represented in the results.  Along the x-axis, you will see headers corresponding to all of the Nesting Level values represented in the results.  Within the matrix, you will see numbers representing how many results have the corresponding Folder Type Name and Nesting Level.

clickMatrixViewToView 

Additional Resources