A cumulative matrix chart is used to show aggregated data displaying the Average, Minimum, Maximum or Total value for a series Field. The data is grouped by a defined field into categories along the X-axis. The series is then chosen. Each series is a set of numeric values for each category displayed as a chosen chart type. The cumulative matrix chart can display multiple series on the same or multiple Y-axes
The chart is dynamic and allows the users to select which series of data are displayed on the chart.
To generate a Cumulative Matrix Chart, you first need to be in the 'Reports' section where you will then be able to click 'Add Report' in at least one of the highlighted locations below.
By clicking the button it should bring you onto a report selection page where you are shown various reports and some information about them. To choose a 'Cumulative Matrix' find the card containing the 'Cumulative Matrix' chart then click on 'Create'. Alternatively, you can find it by searching and selecting 'Cumulative Matrix' on 'Filter Types'.
Consequently, this presents you with the Report configuration options below:
Title: The title is the reference to the Report that will appear in the App for the users. It will appear in the left pane menu for the and also in the breadcrumb (header bar) at the top of the page which tells the user where they are on the site.
Sub Title: The subtitle is a banner that appears at the top of the screen beneath the title that allows you to give a short description the report, this can be useful for keys and user audience.
Identifier: This should reflect the label. The identifier is a system ID for referencing a Report. This ID must be unique per Report and must contain only letters and numbers starting with a letter. It must also be a minimum of three characters.
Report Type: Chart has to be selected for the options to see a Cumulative Matrix
Group: The Report Group is used if you need to group reports together. A Report Group will appear on the left pane, and once clicked, show the Reports in it below. They are collapsed when the App is first launched and expandable as required.
Note: Report Groups will always display below non-grouped Reports.
Is Default: The default Report is the Report that the user will be directed to the first time that they open the App. If no default has been set then the user will be navigated to the Report with the lowest display order.
Note: Once a user navigates to a different Report, this preference will override the default option the next time they view the App if they haven't logged out in-between.
Is Hidden: This will hide the report from all users. It is commonly used whilst a Report is being reconfigured or if a Report needs to be removed temporarily to be reinstated at a later date.
Background Image URL: This option allows you to enter the URL of an image that you want to appear behind the chart in the workspace, this can be used in the case of showing at what point an escalated action should be taken if there are too many risks, or a RAG gradient to show when you are hitting a dangerous number of risks for each category
Chart Type: Choose from over 15 Chart Types - Here you will need to select 'Bar'.
In-App Data Source Field: Some chart types can be created from Grid Field data to produce In-App Charts To select the Grid Field that the data will come from you can choose this as the In-App Data Source Field.
Base Filter: If the report is to always show a subset of Records, then the Base Filter can be used to apply a permanent Filter to the report. This Filter is always applied, and then user-defined filters and searches are compounded on top when the report is being used - For more about configuring base filters click here
Display Table: This will display a grid view of the data below (or instead of) the chart. The series become a row of data with each column being a category value from the Field chosen as the 'Column Field'. There is also the option to add row and/or column totals for this grid.
Display Chart: This option will display the chart in the report.
Single Axis: Single axis will create one Y-axis for all of the series of data. If the data series have a similar range of values or if they are comparable, as with many financial data series then selecting this option is advisable. If the data series have varied ranges of values then do not select this option.
Order Column Categories: This option will order the Categories in the X-axis alphabetically or by date order depending on the Field type of the Field chosen as the 'Column Field'.
Column Field: This is the Field that defines the categories in the X-axis. Each unique value will create a new category for the X-axis.
Zoom Type: This will determine the Axis which you can zoom in on to get a more precise view of the data in the report
Label Type: This is what orientation the label will take when viewing the report in workspace
Height: Define the height of the Chart - Denote with px i.e. 700px
Row & Column Totals: If the table is displayed in workspace, this will let you total the rows and columns in the table, both of them or just one
Label: These are the labels that will appear in the UI for each data series.
Order: This is the order that the chosen data series will be displayed.
Base Field: This is the Field from the Record that will then define the data series.
Show On Chart: This will add the data series to the chart. If this option is not selected then the data series will still appear as a row in the data table if the data table has been added to the report
Series Type: This series type is the type of chart that the data series will appear is on the chart. Currently, the options are column, line, scatter, spline or stacked column
Calculation: This calculation is the type of aggregation to apply to the data. The average, maximum, minimum or total of all values across all records matching the category value can be taken.
Function: There is the option to show cumulative results, often used when looking at financial data over time. None will show the value for just the current category value whereas Addition will take the current category value and add it it all previous category values to give a cumulative data point.
Tool Tip Decimal: This is to round the value for the category to an appropriate number of decimal places. This is often to avoid long decimals as a result of taking Average data.
Similar to how app visibility works this can be set to hide your reports from certain users or teams, this can be great for hiding reports from certain teams or guests, for example, if you have employee-based performance reports that you only want management to see so you set it so just that team can see it.