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Report builder to support matrix report type.


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Current report builder supports summary report but if we could include matrix as one among report type would be of help. For Instance, to report number of success plans per "types" for fiscal year per month.

Now that I could achieve via group by for count of success plans but not split based on year or month. May be in coming days, if report builder has more option on report types would be of great assistance.

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Best answer by rakesh 4 June 2021, 08:23

Hi @narayanan_s ,

I think we can achieve what you are looking for with Pivot. If you add Type and Month (maybe its created date) to group by, we can show the data you ask. If you pivot on the Month, you can have one column per month. 

Let me know if this helps.

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Must have!! Hopefully if this is possible in Horizon Analytics, that would be great. :grin:

Userlevel 7

Hi @narayanan_s ,

I think we can achieve what you are looking for with Pivot. If you add Type and Month (maybe its created date) to group by, we can show the data you ask. If you pivot on the Month, you can have one column per month. 

Let me know if this helps.

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Hi @rakesh , Yes please you got it right. I did see the matrix after applying pivot on a field. Thanks!

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