This column contains information that describes what the data in each row represents. (Conditional) If you selected to group by date and to show results by quarter, for example, specify whether you want to show quarters with no data by selecting the Show quarters with no results checkbox. (Conditional) If you add a grouping by date, also specify whether the results are grouped by day, week, month, quarter or year. (Optional) To add an additional column grouping, click Add secondary Column Grouping. In the Column Groupings section, identify the column grouping, which establish the vertical groupings of the table. (Optional) To add an additional row grouping, click Add secondary Row Grouping. In the Row Groupings section, identify the row grouping, which establishes the horizontal groupings of the table. Select Switch to Matrix Grouping in the upper-right corner of the builder interface. (Conditional) If you want to create a new matrix Grouping for the report,complete the following steps: (Conditional) If you already created a Grouping and you want to apply it to this report, click Apply an Existing Grouping, then select the Grouping from the drop-down list. Repeat this process for each column in the Columns (View) tab, then click Done. If this option is not selected, the information from the column is not displayed correctly in the matrix report. In the Column Settings area, click the Summarize this column by drop-down list, then select one of the available options for summarizing the information.
(Conditional) If you want to create a new View for the report, complete the following steps:Ĭlick the Columns (View) tab, then select a column that you want to be summarized in the matrix report. (Conditional) If you already created a View and you want o apply it to this report, click Apply an Existing View, then select the View from the drop-down list.
Go to the report that you created in Step 1, click Report Actions, then select Edit.
#Create a matrix in g docs how to#
Set up a matrix reportĬreate a traditional report that contains numerical data in the report output.įor information about how to create a report, see Create a custom report.
#Create a matrix in g docs license#
*To find out what plan, license type, or access you have, contact your Workfront administrator. For information on how a Workfront administrator can modify your access level, see Create or modify custom access levels.įor information on requesting additional access, see Request access to objects. Note: If you still don't have access, ask your Workfront administrator if they set additional restrictions in your access level. You must have the following access to perform the steps in this article: Adobe Workfront plan*Įdit access to Reports, Dashboards, Calendars However, other columns (such as Status) can still be displayed in the matrix report as shown in the following graphic: In most cases, columns that contain a numerical value are best for displaying in a matrix report (such as hours logged and actual cost).
Information in the matrix report is always displayed as a numerical value. A traditional report can contain up to 3 Groupings, and a matrix report can contain up to 4 Groupings.įor example, you want to create an Hour report that displays the hours logged during a 3-month period, and you want the report to be organized according to who entered the hours, as well as by month and week. You can create a matrix report for any report that contains 2 or more Groupings. Matrix reports present summary information in an aggregated table format, making it easier to view than if it were displayed in a list like in a traditional report.
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