{"id":23791,"date":"2024-02-15T14:53:34","date_gmt":"2024-02-15T22:53:34","guid":{"rendered":"https:\/\/docs.extraview.com\/v24\/book\/matrix-reports-1\/"},"modified":"2025-02-24T11:01:04","modified_gmt":"2025-02-24T19:01:04","slug":"matrix-reports-1","status":"publish","type":"page","link":"https:\/\/docs.extraview.com\/v24\/extraview-24\/end-user-guide-1\/reporting-1\/report-types-1\/matrix-reports-1\/","title":{"rendered":"Matrix Reports"},"content":{"rendered":"<p>When selected, this feature creates a report where ExtraView will display a results grid with one or more selected fields across the page and one or more selected fields down the page. When used with the aggregation method to <em>count issues<\/em>, this report will produce results identical to running a summary report with two selected columns, but rather than the results being displayed in a column, they are displayed in a grid form. Examples of useful matrix reports include:<\/p>\n<ul>\n<li>A report of statues of issues by customer<\/li>\n<li>Break down the number of issues by priority, by product<\/li>\n<li>Breakdown the number of reported issue by customer for the last month<\/li>\n<li>Display a count of the issues created by country, by region over each month for the last two years.<\/li>\n<\/ul>\n<p>You are able to select from any fields to which you have read permission, and which are able to be summarized and counted. For example, you can typically summarize on different values in a list, but cannot summarize on text fields.<\/p>\n<p>To prepare a new Matrix report, choose the <b>Create New Matrix Report<\/b> option. The screen presented to you will be similar to the following:<\/p>\n<p><img decoding=\"async\" style=\"width: 90%;\" src=\"\/extraview-media\/images\/ug\/querying_reporting\/creating_new_matrix_report8.png\" \/><\/p>\n<p><span class=\"imageCaption\">Creating a new matrix report<\/span><\/p>\n<h3>Selecting columns to summarize and display<\/h3>\n<ul>\n<li>There are two basic counting mechanisms for matrix reports.\u00a0 You can simply count the number of issues that are at the intersection of the two axes you select and filtered by your selection, or you can\u00a0sum the values within a specific field that are at the intersection of the two axes.\u00a0 These produce quite different results.<\/li>\n<li>Select the columns that you require on your report, by selecting up to ten field names from the <b>Field across (X axis)<\/b> list, and then select up to ten fields from the <b>Field down (Y axis)<\/b> list<\/li>\n<li>You can use the options <b>Include columns with no data<\/b> and <b>Include rows with no data<\/b> to display columns and rows on the report that have zero values. The default is that if all values for a column or all values for a row are zero, then that column or row will not be displayed. If the field you are using for the X axis or the Y axis is not of a list type, then this option is ignored. For example, if you are summarizing on a text field, you cannot include rows or columns with no data. This is because you may be selecting a huge number of values with no data, a circumstance that will inevitably lead to a report that does not display reasonable data.<\/li>\n<\/ul>\n<p>Columns on the report output may be sorted by clicking on the column title.\u00a0 When there is more than one field on the Y axis, and you have selected an option to display sub-totals, then the sort takes place within each group of results.<\/p>\n<p>The following two screenshots show a matrix report with the <strong>Assigned To <\/strong>and <strong>Category<\/strong> fields selected for the axes.\u00a0 The first report shows a count of the issues within each <strong>Category<\/strong> that are <strong>Assigned To<\/strong> each user.\u00a0 The second report is summing a field within the issues by each of the <strong>Assigned To<\/strong> personnel within each <strong>Category<\/strong>.<\/p>\n<p><img decoding=\"async\" style=\"width: 90%;\" src=\"\/extraview-media\/images\/ug\/querying_reporting\/sample_matrix_report3.png\" \/><\/p>\n<p><span class=\"imageCaption\">Sample matrix report counting issues<\/span><\/p>\n<p style=\"left: 3px; top: -9px; font-size: 9pt; font-style: italic; position: relative;\"><img decoding=\"async\" style=\"width: 90%;\" src=\"\/extraview-media\/images\/ug\/querying_reporting\/summary-report-summation2.png\" alt=\"\" \/><br \/>\nSample matrix report summing issues<\/p>\n<p>Note that by clicking on the titles in each column, you can resort the results.<\/p>\n<h3>Column Width on the Report Output<\/h3>\n<p>By default, the width of columns on browser output are not set, and the user&#8217;s browser determines the width of each column using its own algorithms.\u00a0 Most of the time this works well, but there are times when you might want to fix the width of the Y axis column titles being displayed on the output.\u00a0 Right-click on the red button by the field name you selected for the report, and one of the fields allows you to set the width of the column, measured in characters.\u00a0 This number is approximate, as browsers will sometimes override the number you set, particularly if you are displaying a large number of columns on the screen, relative to the width of the screen.\u00a0 Microsoft Word and PDF column width output are set using the same option.\u00a0 Note that you may also use the report option titled <strong>Wrap Titles on Output<\/strong> to assist in controlling the width of columns on the output.\u00a0 When you both set the width of a column and set the\u00a0<strong>Wrap Titles on Output<\/strong> option, the column width setting takes precedence.<\/p>\n<h3>Multiple Field Breakdowns on Matrix Reports<\/h3>\n<p>You may select up to four fields on each axis of a matrix report, and ExtraView will automatically categorize the results.\u00a0 As an example, here is a report with two fields on each of the axes.\u00a0 The X axis is displaying <strong>Status<\/strong> within <strong>Assigned To<\/strong>, and the Y axis is displaying <strong>Category<\/strong> within the <strong>Business Area<\/strong>.<\/p>\n<p><img decoding=\"async\" style=\"width: 90%;\" src=\"\/extraview-media\/images\/ug\/querying_reporting\/matrix-multiple-fields2.png\" alt=\"\" \/><br \/>\n<cite>Sample matrix report with 2 fields selected for each axis<\/cite><\/p>\n<p>Again, you may click on columns to resort the results.\u00a0 When more than one field selected for the Y axis, you can use the <strong>Expand All<\/strong> and <strong>Contract All<\/strong> buttons to view more or fewer rows in the result.s.\u00a0 You may also click on any of the values within the titles to view more or less of the results.\u00a0 As an example, if you click on the <strong>Contract All<\/strong> button in the above screen, the results displayed become:<\/p>\n<p><img decoding=\"async\" style=\"width: 90%;\" src=\"\/extraview-media\/images\/ug\/querying_reporting\/matrix-report-collapsed.png\" alt=\"\" \/><\/p>\n<h3>Matrix Reports and Date Fields<\/h3>\n<p>Date fields have special properties when used on matrix reports.\u00a0 This helps you produce a variety of time-based reports, with the date fields being used on the X axis as column headings.\u00a0 The key properties are:<\/p>\n<ul>\n<li>You can group all the results for a time period.\u00a0 For example, you can group by week, or group by month, or group by year.\u00a0\u00a0Right-click the small red button at the left of the field name to popup a panel with this option<\/li>\n<li>You can select the same date field more than once for the X axis, then group the results.\u00a0 For example, you can group results by month within years, or by weeks within months within years\u00a0\u00a0Right-click the small red button at the left of the field name to popup a panel with this option<\/li>\n<li>The groupings may be made on calendar or fiscal time periods.\u00a0 There are also other groupings basing results on days of the month or week and on month and year starting and ending dates\u00a0\u00a0Right-click the small red button at the left of the field name to popup a panel with this option<\/li>\n<li>You can select up to four levels for groupings<\/li>\n<li>You can sub-total the results at any or all the grouping levels\u00a0\u00a0Right-click the small red button at the left of the field name to popup a panel with this option<\/li>\n<li>You can alter the format of the date field on the column heading.\u00a0 Select between Short, Medium and Long.\u00a0 As an example, the month of January will appear as J, Jan or January, depending on which format is selected\u00a0\u00a0Right-click the small red button at the left of the field name to popup a panel with this option<\/li>\n<li>You may check the box on the report editor to <strong>Include columns with no data<\/strong>.\u00a0 This will fill in periods with no data.\u00a0 For example, if you have a report where you want to display all the months of a year, but only some columns have data, you will still see a column header for each month of the year<\/li>\n<\/ul>\n<h4>Example<\/h4>\n<p>The objective is to prepare a report for last year, displaying sub-totals by quarter.\u00a0 The report will show the number of issues assigned to each person in each time period.<\/p>\n<p><img decoding=\"async\" style=\"width: 90%;\" src=\"\/extraview-media\/images\/ug\/querying_reporting\/sample-time-based-matrix-report-editor4.png\" alt=\"\" \/><\/p>\n<p>Note the following:<\/p>\n<ul>\n<li>The<strong> Date Created <\/strong>field was selected 3 times for the X axis<\/li>\n<li>Use the popup accessed by right-clicking the red button by the field to group the first selection to <em>Year<\/em>, the second to <em>Quarter <\/em>and the third to <em>Month<\/em><\/li>\n<li>On the <strong>Date Created &#8211; Month<\/strong> popup, select the <strong>Display sub-totals<\/strong> checkbox<\/li>\n<li>Select the <strong>Category <\/strong>field for the Y axis<\/li>\n<li>Use a query filter of <strong>Date Created during Last year<\/strong> or similar filter to define the time period<\/li>\n<li>When you right-click the small red button, the popup allows you to refine the report output with additional options\n<ul>\n<li>Ability to display sub-totals on any grouping<\/li>\n<li>Ability to set alternate titles to the fields<\/li>\n<li>Ability to override the user&#8217;s data format and define the format of the dates on the report output for all users<\/li>\n<li>Ability to set the grouping as described in the above bullets<\/li>\n<li>The button with the title\u00a0<strong>Set Output Time Span<\/strong> allows you to enter a beginning and end date for the columns that are to be displayed on the report.\u00a0 These dates may or may not coincide with the data values contained within the report.\u00a0 All columns following the\u00a0<strong>Start Date<\/strong> will be displayed whether or not they contain data.\u00a0 All columns before the\u00a0<strong>End Date<\/strong> will be displayed,\u00a0\u00a0whether or not they contain data.\u00a0 For this to work correctly and to include all the empty columns on the report, you must also check the box\u00a0<strong>Include columns with no data<\/strong><\/li>\n<li>The format option allows you to shorten the titles for the months of the year and the days of the week.\u00a0 There are 3 options, short, medium and long.<\/li>\n<\/ul>\n<\/li>\n<\/ul>\n<p>This produces a report similar to the output below.<\/p>\n<p><img decoding=\"async\" style=\"width: 90%;\" src=\"\/extraview-media\/images\/ug\/querying_reporting\/sample-time-based-matrix-report2.png\" alt=\"\" \/><\/p>\n<h3>Adding Statistics to Matrix Report Output<\/h3>\n<p>There are several options with the <strong>Add Statistics to Report<\/strong> checkboxes.\u00a0 You can elect to add Totals, the Percentage, the mean, the minimum, or the maximum to the report output.\u00a0 This may look similar to this:<\/p>\n<p><img decoding=\"async\" style=\"width: 90%;\" src=\"\/extraview-media\/images\/ug\/querying_reporting\/matrix-report-add-stats2.png\" alt=\"\" \/><br \/>\n<cite>Using the Report Editor to Define the Statistics to be Added to the Report Output<\/cite><\/p>\n<p>You may click on each of the statistical methods, bringing up a popup window where you may alter the title of the column and set the decimal precision of the displayed results for the statistic that is being generated.\u00a0 Note that this precision is independent of the precision of any decimal number that might be displayed within the body of the report.\u00a0 You may also set whether to display the statistics on the X axis, the Y axis or both axes.<\/p>\n<p>Also, note the select list directly beneath the<strong> Fields Down Rows (Y axis)<\/strong> field box.\u00a0 This offers the ability to provide an initial sort on the columns displaying the statistical output.\u00a0 You may sort any of the columns in an ascending or descending order when the report is first displayed.\u00a0 Once displayed, you may click on the column titles to resort the report.<\/p>\n<p><img decoding=\"async\" style=\"width: 40%;\" src=\"\/extraview-media\/images\/ug\/querying_reporting\/matrix-report-stats2.png\" alt=\"\" \/><br \/>\n<cite>Formatting the Statistical Output on the Report<\/cite><\/p>\n<p><img decoding=\"async\" style=\"width: 50%;\" src=\"\/extraview-media\/images\/ug\/querying_reporting\/matrix-statistics.png\" alt=\"\" \/><br \/>\n<cite>Statistics on the Y Axis of a Matrix Report<\/cite><\/p>\n<h3>Adding Conditional Formatting to the Output of Matrix Reports<\/h3>\n<p>This is fully explained <a href=\"\/conditional-formatting-results-1\/\">here<\/a>.\u00a0 Conditional formatting may be added to the cells within the matrix report, to sub-totals and totals and to any of the other statistics rows \/ columns that appear on the report output.<\/p>\n<h3>Aggregation Method<\/h3>\n<p>The default option is that the summary report produces a <em>count <\/em>of issues within each cell of the matrix.\u00a0 If you select the option to <em>sum <\/em>the issues, you are asked to select a numeric field.\u00a0 ExtraView will then sum the values within each cell, for the count of issues.<\/p>\n<h3>Display on Mobile<\/h3>\n<p>Check the option if you want the report to be available within mobile clients.<\/p>\n<h3>Output Report Definition<\/h3>\n<p>Checking this option displays the report selected options and fields along with the filters used at the end of the report.<\/p>\n<h3>Comparisons with Prior Periods<\/h3>\n<p>The report editor screen has an option that allows you to make a comparison of the results on your matrix report with either the prior period you have selected, or with the same period in the previous year.\u00a0 The output will then show three sections side-by-side; the results selected, the prior results and the difference.\u00a0 The time period against which the comparison is made is identified with a query filter.\u00a0 For example, if you set a query filter of <strong>Date Created During Last Year<\/strong> and select <strong>Comparison equals Prior period<\/strong>, then the report will display last year&#8217;s data, plus the previous year&#8217;s data plus a comparison of the two years.<\/p>\n<p><img decoding=\"async\" style=\"width: 100%;\" src=\"\/extraview-media\/images\/ug\/querying_reporting\/comparison.png\" alt=\"\" \/><\/p>\n<p>Notice that when making prior period comparisons, the report option to <strong>Include rows with no data<\/strong> is purposely enabled.\u00a0 This is to ensure that the same set of rows are displayed in the results and the prior results.\u00a0 If this did not happen, then it is entirely possible that the rows of data would not line up correctly when you view the report.<\/p>\n<p>Comparisons with prior periods are not supported on matrix reports that have statistics added, on anything other than totals.<\/p>\n<h3>Displaying the Row Values within the Cells of the Output<\/h3>\n<p>There is a checkbox option titled <strong>Render Y field values in cells<\/strong>.\u00a0 When you check this option, and choose a single field within the row (Y axis) list.<\/p>\n<p><img decoding=\"async\" style=\"width: 90%;\" src=\"\/extraview-media\/images\/ug\/querying_reporting\/y-values-in-cells.png\" \/><\/p>\n<p>Note that each cell of the matrix report has the value of the field &#8211; <strong>Assigned To<\/strong> in the above example.\u00a0 The count of issues is also displayed.<\/p>\n<p>The example also shows how conditional formatting was applied to highlight the values that were greater than a count of 5.<\/p>\n<h3>Hierarchical Summary Reports<\/h3>\n<p>If your administrator has defined hierarchies on which you can report, you will see an additional prompt on the report editor screen:<\/p>\n<p><img decoding=\"async\" style=\"width: 40%;\" src=\"\/extraview-media\/images\/ug\/querying_reporting\/matrix_hierarchy.png\" \/><\/p>\n<p>Reporting on hierarchies within matrix reports is similar to the way they are defined for column reports. The key difference is that you are only required to select the filters for each level in the hierarchy. These filters will be applied to each level of the hierarchy for the preparation of the data to be placed on the report. The report output will look very similar to a standard matrix report, except that the additional filters are applied.<\/p>\n<h3>Grouping on Multiple Levels of Hierarchical Filters<\/h3>\n<p>This feature produces a standard matrix report for the output, but allows you to group the results using filters at each level of the report hierarchies.<\/p>\n<ul>\n<li>As an example, we will utilize a hierarchy with 3 levels representing an organization that tests software.\u00a0 The organization creates <em>Test Plans <\/em>and <em>Test Cases<\/em>.\u00a0 Some subset of the available <em>Test Cases<\/em> are placed within a <em>Test Plan<\/em>, in a parent-child relationship.\u00a0\u00a0 When <em>Test Cases<\/em> are executed, a <em>Test Result <\/em>is created as a child relationship of the <em>Test Case<\/em><\/li>\n<li>To represent this, we have the following reporting hierarchies defined\n<ul>\n<li><em>Tests<\/em>, which uses the relationship <em>Test Plans &#8211;&gt; Test Cases<\/em> at the topmost level and <em>Test Cases &#8211;&gt; Test Results<\/em> at the second level<\/li>\n<li><em>Test Plans &#8211;&gt; Test Cases<\/em> as a single-level reporting hierarchy<\/li>\n<li><em>Test Cases &#8211;&gt; Test Results<\/em> as a single-level reporting hierarchy<\/li>\n<\/ul>\n<\/li>\n<\/ul>\n<p><img decoding=\"async\" style=\"width: 90%;\" src=\"\/extraview-media\/images\/ug\/querying_reporting\/matrix-report-grouping.png\" \/><\/p>\n<p>To prepare and run a matrix report that groups on multiple levels of hierarchical filters, perform the following steps:<\/p>\n<ul>\n<li>Create a new matrix report<\/li>\n<li>Select Condensed Query Filters<\/li>\n<li>Select Advanced Query Screen<\/li>\n<li>Select the report hierarchy titled <em>Tests<\/em><\/li>\n<li>Select <strong>Assigned To<\/strong> as a field to display and group by.\u00a0 You group by this field by right-clicking on the red button by the field and selecting <em>Test Plan &#8211;&gt;Test Case<\/em> as the hierarchy level<\/li>\n<li>Beneath the field list for the X axis, you see the <em>Perform count on<\/em> select list.\u00a0 Again, select the <em>Test Plan &#8211;&gt; Test Case <\/em>entry.\u00a0 The important point is that this is the same hierarchy level that you chose in the last step<\/li>\n<li>Choose the base level query filters.\u00a0 E.g. select the filter <strong>PROJECT = Test Plans<\/strong> for the base level<\/li>\n<li>For the <em>Test Plan &#8211;&gt; Test Case<\/em> level of the hierarchical filters, select the filter <strong>PROJECT = Test Cases<\/strong><\/li>\n<li>For the <em>Test Case &#8211;&gt; Test Result<\/em> level of the hierarchical filters, select the filter <strong>PROJECT = Test Results<\/strong><\/li>\n<li>Run the report.<\/li>\n<\/ul>\n","protected":false},"excerpt":{"rendered":"<p>When selected, this feature creates a report where ExtraView will display a results grid with one or more selected fields across the page and one or more selected fields down the page. 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