Displaying Report Matrices in a Portal Page

Last Updated: 05/03/2018 Introduced in Version: 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 the x and y axes of the report matrix.

The report used as the matrix source must already have a matrix defined.

To add a matrix to a portal page, in the Report Designer, drag a Matrix component from the reports category in the Components Panel to the workspace, then set the Matrix Source in the Properties Panel.

Example

The goal of this example is to:

  1. Create a portal page.
  2. Add a matrix to the page.
  3. View the page.

To begin, navigate to a Designer folder and click the Create Page>Page>Add Page button located at the bottom of the portal page.

 

 

 

In the resulting pop-up window, give the page a name and click Ok to open the Page Designer.

 

 

From the Toolbox Panel, expand the Reports category and drag a Matrix component to the workspace.

 

 

In the Properties Panel, in the Matrix Data section, select the Matrix Source selector.

 

 

Select a report the has been created with a Matrix View and click Ok.

 

 

This completes the page, save it and close the Page Designer.

To view the matrix, select the page’s thumbnail and select View > Preview Page from its Action menu.

 

 

The report opens in a new window and displays the report matrix.

 

Additional Resources