Creating Matrix
Applies to: Kyvos Reporting
Use a Matrix to summarize your report data as a cross-section of row and column fields. For example, placing Product Type and Product in columns and Location and State in rows allows you to analyze sales of a product in a specific location.
To configure a matrix:
Under the Data Source tab, select the required query object.
On the Fields tab, avoid selecting any display fields to generate a matrix-only report. If display fields are selected, the matrix appears below the tabular section.
Navigate to the Matrix tab to begin designing the matrix layout.
Matrix Configuration
Section | Description |
|---|---|
Row Fields | Drag fields here to define row groups. Fields higher in order appear on the outermost rows. |
Column Fields | Drag fields here to define column groups. Fields higher in order appear on the outermost columns. |
Summary Fields | Drag fields here to define values at the intersection of row and column fields. The function applied is based on the field's data type. |
Use the arrow buttons to reorder fields in each section.
Additional Matrix Options
Feature | Description |
|---|---|
Show When | Apply conditional logic to display specific rows or columns based on criteria. |
Sort Order | Sort row or column values in ascending or descending order. |
Highlighting | Apply visual styles to individual cells, rows, columns, or groups of cells based on conditions. |
Drilldown | Click hyperlinked matrix cells (configured at the Query Object level) to navigate to a detailed report or external URL. |
Grouping Numeric and Date Fields
You can group field values for better summarization:
Numeric Fields: Enter an integer in the Group By box to create value ranges.
Example: Entering10will group values as 0–9, 10–19, and so on.Date Fields: Choose from grouping options like Minute, Hour, Day, Week, Month, Quarter, or Year from the Group By dropdown.
To reset matrix selections, click Clear Matrix.
Linking Matrix with Chart
Kyvos Reporting allows two-way linkage between matrix and chart components:
Matrix to Chart: Changes in the matrix reflect in the chart.
Chart to Matrix: Changes in the chart reflect in the matrix.
Note
A matrix containing user-defined summary fields (formulas) cannot be linked to a chart.
Custom Aggregation in Matrix
You can define custom summary expressions to calculate derived metrics using other summary fields.
Example:
To calculate sales achievement percentage:
Sales Percentage = (SUM(Sales Achieved) / SUM(Target Sales)) * 100Fields with custom aggregation appear with the fx symbol. These values are calculated in the report and reflected in all export formats.
Reports with matrix-level formulas do not support report-level filters.
Charts cannot be linked to matrices that contain formula-based summary fields.
Hyperlinked Matrix Fields
You can define row and column values as hyperlinks. When these point to parameterized reports, clicking them opens data filtered by the hyperlinked field’s value, enabling deeper analysis directly from the matrix.