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Workday Adaptive Planning Knowledge Center

Create Matrix Reports

Explains the basics of how to create matrix reports using the report builder.

A matrix report has dimensions on both the rows and columns. A typical income statement report is the most common matrix report with accounts down the rows and time across the columns. Create matrix reports by dragging elements from the Elements panel to the canvas. 

At least one element must exist on each of the row and columns axes.  

Before You Begin

  • New to reports, see Web Reporting for a list of articles.
  • Required Permission: Access Reports.
  • Consider the rules.

How You Get There

Compass.png From the nav menu, click Reports. Then from the tool bar, click New Report and select Matrix

Create a Basic Matrix Report

Watch the video: 47s

Create a Basic Matrix Report
 

To create a report: 

  1. From the Elements pane, expand Accounts and drag one or more accounts into the rows.
  2. From the Elements panel, expand Time and drag one or more time elements into the columns.
  3. To display information such as the default version, level, or currency applied to the report:
    1. From the toolbar, select Report properties.
    2. Check the Show report information formatting option.  To hide this report information, when viewing the report, click the Hide Information icon in the report viewer toolbar.
  4. Click Run Report.
  5. If you like what you see, click Save and enter a Name for the report. 
  6. Choose your output. HTML saves the report to Adaptive Planning where you can edit it later. PDF saves the report as a hard copy that you can download, email, and share, but can't edit. 

Clear or Delete Reports

To clear a saved report:

  1. Click Modify Report.
  2. Select all of the elements in the report and delete them.

If the report has not yet been saved, navigate away from the report and begin creating a new report.

Expand or Collapse Elements in Columns and Rows

Most elements have multiple layers of hierarchies. An element with sub-elements is called a "parent" and its sub-elements are called "children". By default a report viewer has the option to expand and collapse elements in rows unless you lock them. A report viewer cannot expand or collapse columns.

You can tell if elements are expanded or collapsed once its added to the canvas:

  The element is collapsed in the report, showing the rollup value of its sub-elements.

  The element is expanded, showing the values of the sub-elements. 

You can change this before or after you add an element. 

Collapse Elements

Collapse the element in the Elements tab and drag and drop it into the column or row. What you see in the Elements tab is what appears on the report. 

If an element is already in the report, right-click the element within the report and click Manage Hierarchy. Select Always Collapsed and then apply. What you see in the hierarchy window is what appears on the report. 

 manage a hierarchy by always expanding, always collapsing, or customizing the hierarchy tree

For more than 500 hierarchies within an element, you can only choose to expand all or collapse all. Keep in mind that for rows,  you can allow viewers to  expand rows as needed through the report settings. 

Expand Elements

To display the sub-elements, expand the element in the Elements tab. Then drag and drop ONLY the parent element into the  row. If you expand an element, and drag in both the parent and it's children, the report displays duplicate data. Notice that the columns in the example below, unlike the rows, are not collapse-able or expandable on the report. This example is only applicable to the rows, not columns.

Expanded Columns in matrix report

If an element is already in the report, right-click the element within the report and click Manage Hierarchy. Select Always Expanded and then apply. What you see in the hierarchy window is what appears on the report. 

Select How to Display an Element Hierarchy

You can select an element hierarchy to show as always expanded or always collapsed in the report viewer. The default Custom option allows you to customize the the element hierarchy tree display. 

  1. In the report canvas, right-click the element and select Manage Hierarchy.
  2. Select how to display the element hierarchy:
    • Always expanded. Shows the parent with all its children exposed. For example, the parent Assets account shows with all Current Assets and Fixed Assets indented under it. If the hierarchy changes, any new parents are automatically expanded. 
    • Always collapsed. Shows only the parent without its children. For example, only the parent Assets account shows. No child accounts show under it. If the hierarchy changes, any new parents are automatically collapsed. 
    • Custom. Shows the element hierarchy tree as you define the hierarchy. For example, you can expand some portions of the hierarchy and collapse other parts.

Allow Viewers to Expand or Collapse Rows 

  1. Click the Report properties button.
  2. In the Display tab, select or deselect Allow rows to be expanded  and click Apply
  3. Save and run the report.  

Offset Versions

Anytime a version is used as an element, you can choose to offset its data according to the report's time element. For example, if the time element is 2017 and you offset the version back 12 months, the report displays the data from 2016. 

  1. Right-click the version element in the report and click Properties
  2. If the element is in row or column segment, click the Version Options tab. 
  3. Select the Strata (weeks, months, quarters, and so on). The options available depend on the instance's calendar setup.
  4. Enter the offset amount based on the Strata selected. 
  5. Click the Backward or Forward radio button to shift the data.
  6.  Click Apply.
  7. Run the report.  Click the Show information button to display the version offset: 

Matrix Report Rules 

  • Elements of like-kind must share the same axis: Once you place an element on the columns axis, you cannot place the same element on the rows or in the filter.  For example, if you place Current Assets (from the Accounts element) on the columns axis, you are not able to place Fixed Assets (also from the Accounts element) on the rows axis or use it as a filter. The same rule applies to the row axis.

  • Once an element is placed in the filters section of the report, it isn't available for rows, columns, or the sheet tabs. Elements placed as filters are available for parameters.

  • Elements used as parameters must already be placed on the report in the rows, columns or filters. 

Mixed Time Configurations

When managing the Time element hierarchy in your report, consider the time configurations of the accounts.

  • Expand the Time element to match the accounts' time configuration. For example, if you have only monthly accounts in the report, you may want to include only months or larger in the Time element hierarchy.
  • Expand the hierarchy of the Time element to match the largest time configuration of the accounts. For example, if some accounts are weekly and some are monthly, expand the Time element hierarchy to the month level only. The report displays the rollup value of the weekly accounts for months. If you do include weeks in the Time element, the weekly segments display blanks for the monthly accounts.
  • Accounts as Filters: be mindful of how data displays when accounts with different time configurations are used as filters. For example, if filters include multiple accounts (some weekly and some monthly) and you choose to expand the Time element to a smaller time, the report displays the following data:
    • In the week segments: The total of all the weekly accounts.
    • In the month segments: The total of all the weekly accounts and monthly accounts.

Style and Formatting

To enhance the readability of a matrix report, you can specify formatting rules based on report values. See Format Reports Conditionally. You can use conditional formatting with the following types of formatting available to all types of web reports:

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