Drilling Down into Report Matrix Data
- Updated on 10 Oct 2013
- 2 minutes to read
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.
The goal of this example is to:
Create a report and add a matrix to it.
Run the report to view the matrix.
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 .
In the resulting New Report pop-up window, give the new report a name and click Ok .
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.
Now, select the Add Button under the Data Fields field andselect the columns Entity Name , Folder Type Name , andNesting Level to the workspace.
To add a Matrix option to the menu bar, click on Add in the Views section, then select Matrix .
This will add a Matrix option to the view menu bar. This Matrix view will automatically open.
To build the report matrix, select the Add Dimension link corresponding to the y-axis and select Add Field Dimension .
In the Edit pop-up, select Folder Type Name in the Field drop down list and click Ok .
Next, select the Add Dimension link corresponding to the x-axis (horizontal) and select Add Field Dimension .
In the Edit pop-up, select Nesting Level in the Field drop down list and click Ok .
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 .
The report will open in a new window.
Click on the Matrix view to see the report matrix.
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.