Creating Matrix in Power Viewer

Applies to: Kyvos Reporting

A matrix helps you summarize report data as a cross-section of fields in rows, columns, and summary cells. In Power Viewer, you can dynamically interact with the matrix to add, filter, rearrange fields, and configure totals or functions without returning to the Ad hoc Designer.

Adding a Field to the Matrix

You can add any available field from the data source to the matrix as a row header, column header, or summary cell.

To add a field to the matrix:

1. Click the Available Fields icon in the top-left corner of the matrix to open the field list.

2. In the Available Fields dialog:

   • A disabled icon indicates the field is not placed on the matrix.

   • A colored icon indicates its current placement (row, column, or summary).

3. Drag and drop the desired field onto:

   • Row header (left section of matrix),

   • Column header (top section), or

   • Summary cell (intersection area).

4. Click Apply on the Actionboard to refresh the matrix.

You can reposition or swap fields using drag-and-drop actions directly on the matrix.

Viewing Totals on the Matrix

You can display totals for any row, column, or summary section.

To show totals:

1. Hover over the row, column, or summary header.

2. Click the Settings icon that appears.

3. Select Show Totals from the menu.

4. Click Apply on the Actionboard.

The matrix refreshes with totals displayed.

Changing Summary Function

The default aggregation function (e.g., Sum) can be modified.

To change the summary function:

1. Hover over the summary header where the function is to be changed.

2. Click the Settings icon that appears.

3. Select Change Function.

4. Choose from available functions such as:

   • Sum

   • Avg

   • Count

   • Min

   • Max

5. Click Apply on the Actionboard.

The matrix refreshes with the updated aggregation.

Filtering Matrix Data

Filters can be applied on character and date fields.

To apply a filter:

1. Hover over the row or column header you want to filter.

2. Click the Filter icon that appears.

3. Select desired values or time periods.

4. Click Apply on the Actionboard.

Hiding a Field from Matrix

You can hide row, column, or summary fields from the matrix.

To hide a field:

1. Hover over the field header (row, column, or summary).

2. Click the Settings icon.

3. Select Hide Totals.

4. The matrix refreshes with the field removed.

Cancelling or Resetting Actions

• To remove a specific action (such as a drop, filter, or change), click Clear on the Actionboard.

• To reset the matrix to its original state, click Clear All on the Actionboard.