Set Up Grouping and Summarizing for Matrix Reports

Create a custom matrix report.

Security: These domains in the System functional area:

Custom Report Creation

Manage: All Custom Reports

You can configure the

Matrix

tab on matrix reports to:

Group instances of the primary business object.

Summarize metrics for each grouping.

You can use matrix reports as subreports in composite reporting unless the matrix report includes:

Only percentile summarization fields.

Text-based count distinct summarization fields.

Access the

Edit Custom Report

task.

As you complete the

Column Grouping (Optional)

or the

Row Grouping

section on the

Matrix

tab, consider:

Option	Description
Group by Field	Select a field of 1 of these types: Boolean Date Numeric Single Instance Text Configure at least 1 row grouping for the report.
Sort Columns/Rows	Select an option so that values sort in ascending or descending: Alphabetical order based on the Group by Field value. Order based on the column or row total. Sorting isn't case-sensitive. When enabled, Workday uses the logical sort order for the field specified in the Group by Field value. The Other column or row and the Total column or row always display as the right-most column or row in the report results.
Options	When you select Sequence Defined in Field Values Group on the Sort Rows prompt, access the Create Field Values Group task to configure sorting options.
Indexed	Workday selects the check box when you select: An indexed data source. A Group by Field indexed for grouping. If the Indexed check box is clear for a row, your report might run slowly. Consider replacing the Group by Field with a field indexed for grouping so that your report can run faster.
Maximum Number of Columns/Rows	Enter a value to specify the maximum number of column or row results. When the number of columns or rows exceeds the limit, Workday displays an Other column or row that summarizes the remaining values. Workday displays more than 1 Other when: You select the Sum Remaining Values check box on the Output tab. The data exceeds the number of Top n Values that you specify.
Hide Total Column/Row	Select the check box to hide the total column or row in your report. Workday retains the check box selection when you: Copy a standard report that hides column or row totals. Export your report to Excel or PDF.

Note: Workday disables the

Edit

button in the

Control Prompt Values

column on the

Prompts

tab when you select the

Use Dynamic Column Grouping

and Use

Dynamic Row Grouping

check boxes. This filtering and cascading functionality is not applicable when dynamic row and column groupings are active.

In the

Define the Field(s) to Summarize

grid, specify how Workday should aggregate the data.

As you complete the grid, consider:

Option	Description
Summarization Type	Specify the aggregation method used for the field. The results of the aggregation method display in the cells on the report or chart, such as a column or donut segment. Select: Calculation to create a custom calculation based on an arithmetic expression or to look up a prior value. Count Distinct to drill into and view the distinct number of instances based on a field or row in your report results. You can't include a Lookup Prior Value summary calculation on a matrix report when using the report in a scorecard metric calculation.
Summarization Field	This field is inactive when the Summarization Type is Count . Select a currency, instance, numeric, or text field for 1 of these Summarization Type options: Average Calculation Count Distinct Maximum Minimum Percentile Sum Workday indexes report fields on Prism RDSs, but might not index all fields on standard RDSs. To select text fields for count distinct on a standard RDS, clear the Optimized for Performance check box on the Advanced tab. For a Calculation Summarization Type , select Create Create Summarization Calculation for Report or Create Create System-Wide Summarization Calculation to: Create a summary calculation based on an arithmetic expression. Look up a prior value based on: Average x time periods. Prior rollup period. Prior time period. Sum x time periods. To create tenant-wide summarization calculations, configure the System-Wide Summarization Calculation Management domain in the System functional area. You can create fields calculated from values in report-specific or tenant-wide calculated fields. For faster report performance, limit the number of calculated fields you include in the report.
Format	The format applies to: Numeric labels. Table and charted outputs. The horizontal axis. The vertical axis. When displaying numbers with Thousands and Millions formatting, Workday rounds each number independently, so a group of numbers might not add up to the total displayed. To display 12 decimal places when you export reports to Excel or PDF, you can select #,##0.000000000000 or #,##0.############ for these aggregated numeric fields: Average Maximum Minimum Sum The data must include 12 digits to display 12 decimal places, otherwise Workday trails the number with zeros.
Options	Specify options that control how the field data displays. The options available depend on the field type, such as currency, date, or text. You can select these options from the Valid Options prompt: Percent of Overall Total : The value at the intersection of a column and row. Workday automatically changes the Format column to a percentage format. Show Currency Symbol : Workday displays Invalid on fields that aggregate values in different currencies. Use as Target Line : Creates 1 or more target lines for each data group based on numeric or currency fields. You can configure target lines on the Output tab. You can also select the Create prompt to create these custom display options: Create Analytic Indicator for Report , which creates a report-specific analytic indicator. To create an analytic indicator for use in other reports, access the Create Analytic Indicator task. Create Detail Data Override . Workday generates a detail data override for your summarization field when your report uses the Trended Workers RDS. You can enter a unique drill-down layout for the field. The detail data that you specify overrides the selections on the Drill Down tab. You can select these display options for the columns: Display format. Drill down window columns displayed. Field label overrides. The sort order. When you complete the Create Detail Data Override task, you can select Translate from the related actions menu of the Detail Data Override . The Translate Detail Data Override task enables you to specify an override to translate and a language for translation. You can also control which fields to sort on and the sort direction to use. Create Drill-To Report Link : Use to link to another report from the summarization field. You can also map fields from the source report to the prompt fields of the target report. For multi-instance fields, Workday only passes a single value to the target report. Example: If the Country field on the source report has values of USA and France , Workday only passes 1 value onto the target report. Create Percentile for Report , which enables you to create custom percentiles up to 2 decimal places to use in your report. Workday uses an approximate value for currency and numeric fields in the percentile (PCTL).
Indexed	Workday selects the check box based on the indexed RDS, indexed data source filter, and the indexed field you select. The check box indicates if your report has the potential to run faster.