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Walkthrough Creating a Matrix Report

Create a Basic Matrix Report

Matrix reports are the most commonly-used type of report.

  1. From the Reports page, click New Report and select Matrix Report. The Matrix Report Builder appears:

APUG-MatrixReportBuilder.png

Note: A matrix report must include at least one row element, one column ele­ment, and one account or account attribute. Drag elements from the element pane on the left into the row and column segments in the main area of the builder.

  1. Click the Accounts element to see the accounts available for use in the report. Once they are expanded into the level of detail you want to display in the report, drag and drop the accounts you want from the elements pane to the row segment on the left. The accounts appear in the row segment:

APUG-CreatingMatrixReport-AddAccounts.png

This report will display the expenses for the current month and the year to date.

  1.  Drag and drop the current month and YTD from the Time elements in the elements pane to the column segment along the top of the builder:

APUG-CreatingMatrixReport-AddTime.png

  1. Right-click in the YTD element in the column segment and select Properties. To make the YTD consistent with the month you selected, select that month in the Properties dialog and click OK.

  2. Drag an Organization element to the Filters area. Filters let you narrow a report’s focus. Expand the Organization elements until you find the level you want.  

This example uses United States Operations level. for the filter:

APUG-CreatingMatrixReport-AddFilter2.png

  1. You can let viewers of your report change the level by dragging it to the Parameters area at the top of the main builder area. 
  2. Parameters create menus for people viewing your report to adjust it. For this report, click and drag the level from the Filters area to the Parameters area: 

APUG-CreatingMatrixReport-AddParameter.png

Note: You can create parameters using any of the elements currently in the report. For the example report, you can click and drag accounts or time from their respective segments to the Parameters area.

  1. (Optional) Enter a title for the report:  by click Properties and enter the title in the Title box. Click OK.

Titles are not required, but are helpful for people viewing your report.

The report is now ready to run:

Example of a Basic Matrix Report

  1. Click Save .

The Save dialog appears.

  1. Select whether to save the report in your personal folder or to share it (you can restrict access according to which levels the other users can see).
  2. Click Run Report As
  3. From the Run Report drop-down menu, select Run HTML in New Window

A new browser window opens with the generated report:

Example of a Generate Matrix Report as Viewed in a New Browser Window

Notice the Level drop-down in the upper left. If you create multiple parameters, there will be multiple drop-downs there. See Report Viewer for more information.

You can create complex matrix reports by stacking elements in the rows, columns, filters, and parameters areas.

Create a Report with Reusable Building Blocks

Report Building Blocks allow you to reuse the report elements from saved matrix reports. The format settings from the building blocks get applied in the new report. There is no need to re-apply the formatting. This will create some time savings and consistency when creating new reports.

Here are a few examples:

  • You have created a department expense report and a department headcount report. You would like to create a new report that shows the change to expenses as headcount changes. You can combine the report building blocks from these two separate reports to make the new report. 

  • You noticed that several of your reports use the same configuration for version and time. You can use the version and time building blocks from a reusable report as part of your new report. 

You can select building blocks from reusable reports for reuse by:

  • Single element selection
  • Multiple element selection
  • Element segments selection

You can add building blocks to the column axis, row axis, and sheet tab axis on the matrix report.

From the Report menu page, you can:

  • Add saved reports as reusable reports
  • Filter reports to only use reusable reports

From the Matrix Report Builder, you can:

  • Access reusable reports from the Reports element
  • Add building blocks from the Reports element to the report area
Make a Saved Report Reusable

Navigation: Reports > open a report folder

Right-click on the report and select Add to Reusable Reports. Once a report is reusable, the building blocks are available to reuse in other reports:

inset_200030.png

 

The Add to Reusable Reports option is available from all folders, except the Favorites folder.

Find a Reusable Report

Navigation: Reports > open Reusable Reports folder.

To access a saved reports building blocks, the report must first be made reusable.

The Reusable Reports folder contains a list of reports that you can use to build new matrix reports.The list of reusable reports can include shared reports added by other report users.

Access Report Building Blocks

You access report building blocks from the Reports element in the left pane of the Matrix Report Builder. Expand the reusable report to view the report building blocks.

Create a Report Using Report Building Blocks

These steps illustrate how to add report building blocks when creating a P&L matrix report. You will add version building blocks to this report.

You can add report building blocks to existing matrix reports as well.

To use building blocks from reusable reports:

  1. Create a P&L matrix report.
  2. Expand the Reports element to view a list of reusable reports.

Example: Expand the P&L Variance Report report to view building blocks in the Column Axis > Segment 1 > Version. 

  1. Drop a building block from the Column Axis from the left pane to the column axis in the report area.

inset_1300031.png

Example: Drop the Actuals building block and the Actuals vs Budget building block to the column axis in the report canvas.

  1. Save your report and run it.  

Matrix Report Builder Design Elements

The Design Elements, found at the bottom of the left pane, let you create Segments, Spacers and Custom Headers within the Matrix Report Builder.

To use a design element in a report, drag it into the rows or columns within the design area:

APUG-CreatingMatrixReport-DesignElements-cropped.png

Create Tiers in the Matrix Report

To create a tier, drag an element above other elements, as shown. Outdenting indicates an outer tier.

APUG-MatrixReportBuilder-Indentation.png

Dragging a tier below other elements creates an inner tier:

APUG-MatrixReportBuilder-InnerTier-drag.png

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