Ravindra BagaleCourses & study guides

14. Visuals and Their Formatting

14.18 Matrix

A cross-tab like an Excel PivotTable, with row/column groups, subtotals and drill.

  • Field wells: Rows, Columns, Values (plus Drill through fields at page level).
  • Example: Rows = Location hierarchy (City › Store Name), Columns = Month Name, Values = Total Orders and Avg Delivery Time (mins).
  • Formatting: Layout and style presets, Grid, Values (Switch values to rows to show measures as rows), Row headers (+/- icons, stepped layout and indent), Column headers, Row subtotals / Column subtotals (per level on/off, position top/bottom), Row grand total / Column grand total, Cell elements (conditional formatting), Specific column.

Tip

Turn Stepped layout off to show each level in its own column, like a classic PivotTable. Turn on +/- icons so users can expand a single city (Module 16.4).

Matrix ha Excel pivot table sarkhach aahe. Excel yet asel tar he ekdum sope vatel.

Ravindra Bagale's Tip

Friends, many students turn on every subtotal and grand total in a matrix, including totals that make no sense, like a sum of percentages. Check each total: ratios need measures that calculate correctly at the total level. Turn off subtotals that don't help, and use the stepped layout for hierarchies. Never forget this.