Drilling Down into Report Matrix Data
  • Updated on 10 Oct 2013
  • 2 minutes to read
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Drilling Down into Report Matrix Data

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Report matrices display totals of how many records match each value reported in a column.  Each cell in the matrix doubles as a link to a drill down report.  This drill down report breaks down the total and displays the column values for each matching entity.
To view a drill down report, run the report, then click on any cell in the report matrix.
Example
The goal of this example is to:

  1. Create a report and add a matrix to it.

  2. Run the report to view the matrix.

  3. Click a cell in the matrix to view the drill down report.

Begin in the portal by navigating to a Designer Folder .  Click the Create Report button and select Create Report .
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In the resulting New Report pop-up window, give the new report a name and click Ok .
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Define a data source for the report by Adding a Folder Data Source to the Sources list from the Data Sources > Common category in the Pop Up.
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Now, select the Add Button under the Data Fields field andselect the columns Entity Name , Folder Type Name , andNesting Level to the workspace. 
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To add a Matrix option to the menu bar, click on Add in the Views section, then select Matrix
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This will add a Matrix option to the view menu bar.  This Matrix view will automatically open.
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To build the report matrix, select the Add Dimension link corresponding to the y-axis and select Add Field Dimension .
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In the Edit pop-up, select Folder Type Name in the Field drop down list and click Ok .
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Next, select the Add Dimension link corresponding to the x-axis (horizontal) and select Add Field Dimension .
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In the Edit pop-up, select Nesting Level in the Field drop down list and click Ok .
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This completes the report.  Save the report and close the Report Designer .
Back in the portal, select the Report that was just created.  In its Action menu, select Run Report .
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The report will open in a new window.
Click on the Matrix view to see the report matrix. 
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To drill down into the report data, click on one of the matrix cells.
In the resulting pup-up window, notice a report of the entities comprising the total of that cell.
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