Matrix Reports Week 7

Matrix Reports Week 7 - Matrix Reports What is a Matrix...

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Matrix Reports What is a Matrix Report? | The Dataset for the Report | Laying Out the Report | Add Rows | Add Columns | Add Data | Add Drilldown | Sort the Rows | Subtotals | Move the Row Headings | Interactive Sorting This week, we will look at one more feature of tabular style reports. Interactive sorting allows your user to sort on report columns simply by clicking the column header. It is a useful feature and very simple to add to a report. A matrix report is a special type of report that allows you to present data based on two facts. For example, we can display employee sales results for each of the last 3 quarters. This style of report is read both down the rows and across the columns. In creating this type of report, we will also look at how to group our data based on different time intervals such as months and quarters. What is a Matrix Report? A tabular report allows you to view data in column format; information is read down the columns. For example, a tabular report may show month-end sales totals for each product category. A matrix report is read in both rows and columns allowing for more information to be represented. For example, a matrix report to display sales totals may show the product category in rows and include a column for each month of the year. The matrix can also show more than one piece of data per column; for example, as well as displaying total sales, it could also show the number of orders. This report type in SSRS is similar to a crosstab or pivot report. A matrix report can include interactive features such as drilldown so that detail data can be hidden and displayed when needed. Drilldown allows rows to be expanded; the added advantage of a matrix is that both rows and columns can be expanded to show details. A matrix report can use report parameters. Let's build a matrix report based on the Northwind database. We would like the report to show total sales and the number of orders in each country and for each employee for each year and quarter. The finished report will look like this: The Dataset for the Report You begin creating a matrix report in the same way you have with every other report: by deciding what tables and fields are required in the query. You should review the Northwind ER diagram to determine the tables needed. You'll find a copy of this diagram in the 'Week 1 Lecture on Single-table queries.docx'. To build the query in the Graphical Query Designer, add these tables: Orders, Order Details, Employees, and Customers. What fields do we need? Select Country from the Customers table. Create a calculated field for EmployeeName that combines both the last and first names into one. Enter the
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Matrix Reports Week 7 - Matrix Reports What is a Matrix...

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