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Administrator Guide
Last Updated: 2023-06-23
Example: Create a Matrix Report for Employee Data

Example: Create a Matrix Report for Employee Data

This example illustrates how to set up options in your matrix report to group and summarize employee data.
You want to create a matrix report that provides these insights about employees based on their location:
  • The annual salary each employee receives.
  • The average age of employees.
  • The gender and ethnicity of employees.
  • The ratio, as a percentage, of contingent workers to all employees.
Security:
  • Custom Report Creation
     domain in the System functional area.
  • Manage: All Custom Reports
     domain in the System functional area.
  • Worker Data: Current Staffing Information
     domain in the Staffing functional area.
  1. Access the
    Create Custom Report
     task.
  2. Enter
    Employee Data Matrix Report
     as the
    Report Name
    .
  3. From the
    Report Type
     prompt, select
    Matrix
    .
  4. Clear the
    Optimized for Performance
     check box.
  5. From the
    Data Source
     prompt, select
    All Workers
    .
  6. Click
    OK
    .
  7. On the
    Row Grouping
     grid, add 2 rows and select these values for the
    Group by Field
     prompt:
    • Gender
    • Race/Ethnicity
  8. In the
    Column Grouping (Optional)
     grid, select
    Location
     as the
    Group by Field
    .
  9. Complete the
    Define the Field(s) to Summarize
     grid:
    Summarization Type
    Summarization Field
    Label Override
    Format
    Average
    Age
    Sum
    Annual Salary USD (End of Last Year)
    Salary
    Calculation
    Percentage
    #,##0.00%
  10. On the
    Summarization Field
     column for the Calculation row, set up the ratio by selecting
    Create
    Create Summarization Calculation for Report
    .
  11. On the
    Create Summarization Calculation for Report
     task, enter
    Contingent Worker to Employee Ratio
     in the
    Field Name
    .
  12. From the
    Function
     drill-down menu, select
    Summarization Calculation
    .
  13. Click
    OK
    .
  14. On the
    Calculation
     tab, select the
    Return Zero on Error
     check box.
  15. In the
    Arithmetic Expression
     grid, enter these values:
    Summarization Type
    Field
    Operator
    Sum
    Contingent Worker Counter
    / (Divide)
    Sum
    Employee Counter
  16. Click
    OK
     twice.
Run the report and drill down on the summarized data to interact directly with the report.