difference between tabular reports and matrix reports

For example, you want Opportunities report type joined with Sales report type, to develop a comprehensive overview of conversion of opportunity to sales. But, we might have more complex requirements where two or more reports need to be compared. We already decided about complex reports. Click on “ Save”, and your report preview is ready.Deselect the columns which are not required. We would like to declutter the report a bit, so click on “ Show”.Select “ Sum”, and then click on Apply.Now, click on the menu option for the “ Amount” column, and then select “ Summarize this filed”.For example, if we are using “ Close Month” for grouping, then we can drag it.Drag the field that will be used for grouping to the column grouping drop zone.Click on “ Tabular Format’, and from the drop-down select “ Matrix”. Once the filters are applied, it will allow the option to choose the report format.For the Range option, select “ Current FY”.Select “ Create Date” for the date field.Select the status as “ Open” (As we want to present only the opportunities).Select all the opportunities for “ Show”.For this example, we will choose the Opportunities Report type.Based on the questionnaire select the dimensions of the report. Prepare a questionnaire, which your report should answer.

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Key Considerationsīefore you start preparing your data there are some key considerations, which you should factor or consider. These are the types of analysis often required by the top management for decision making. This kind of data can be used for RCS (Root Cause Analysis), SWAT analysis, and even fishbone analysis. So, to summarise we can say that Matrix data is to be used only to get a more detailed overview of the data. Moreover, it might be resource-intensive as well. Preparation of this kind of report can be extremely taxing, and time-consuming. We need to use this report only when we want to make a comparative analysis. So, it is very important to understand, when we should use the Matrix report. Use CasesĪ matrix report is more complex than the summary report or tabular report.

Matrix reports can be directly integrated into the dashboard and can be formatted according to the dashboard. Suppose, there is a two-dimensional graph which has been prepared for graphic representation, it can be inserted into the main report. Matrix report allows us to insert graphic data as well. It shows the intersections between different data groups in tabular format. With the help of matrix reports, we can group the unrelated records by rows and columns. This is where Matrix reports can be extremely handy. So we can display information in a classified and organized manner, with the help of the summary report and the tabular report, but we cannot develop a comparative view with these types of reports. This is completely different from the tabular report and summary report, which is one dimensional. So the report will show the quarterly figures for sales, and draw a comparative view of the quarterly sales. They decided to track the data in two dimensions, that is quarters and sales. For example, the Sales team is tracking the sales in the organization. We can use Matrix reports when we have two-dimensional data that can be compared and can be used for creating a summarized view. In this tutorial, we will discuss the Matrix reports and Joined reports, which can be used with complex forms of data or dimensional data. We have already discussed, how tabular reports and summary reports can be used for presenting data in simple formats. Salesforce provides different forms of reporting structure that allows the used admins and the other users to present data in a specified format. This data needs to be arranged and presented to different stakeholders. Being a CRM platform, it generates a lot of business data at the backend.

Difference between tabular reports and matrix reports