View financial information in a matrix (change column groups)

By default, the Financial Statements grid displays your financial information in period column groups, as in a standard Profit and Loss statement. This allows you to compare overall performance across periods.

To analyse performance at a lower level, such as by country, product, or customer (other dimensions), switch to a matrix format using column groups. This lets you break the data down and compare items side by side.

View financial information in a matrix (change column groups)

Watch this PUG Training video: Financial Statements – Advanced (jump to 08:23)

Learn about the matrix format

The matrix format is an alternative way to view your financial information; it transforms the columns in the statement grid.

When you add levels, you introduce additional rows to show how different items contribute to overall performance. In contrast, column groups add this comparison across columns, allowing you to view different items side by side.

The difference between adding column groups and levels to the grid

Use column groups to compare performance horizontally and identify differences more easily.

This format also works well with charts. You can switch between different dimensions or entities, and the chart updates accordingly.

This feature is available in Financial Statements. If you click a dimension, you move into Analytics, where you can use Matrix mode to achieve a similar result.

Change the column groups

Drag a dimension into the Column groups drop zone to instantly transform the statement grid into a matrix format.

Alternatively, click the Add button in the Column groups area to open the menu, then select a dimension. Click outside the menu to apply the change. This method allows you to filter the dimension entities that are added as columns.

When you change the column groups, additional columns are added to the grid. Scroll to view them all. ​If you add a dimension with a large number of entities, only the first 25 entities display in the grid. This helps maintain performance and avoid errors. You can manually include more if needed, via the dimension entity filter.

Work with columns in the grid

After applying column groups, if the grid contains many columns, you can reduce the data to focus on key information.

Hide the code or name in the column headers

By default, both the code and name of the dimension entities display in the column headers. Hiding one is useful when the header is long and wraps onto multiple lines.

Open the Column groups menu, then select the header option you want. Click outside the menu to apply the change.

Filter the dimension entities

Open the Column groups menu, then select the entities you want to include. Click outside the menu to apply the change. The other columns are removed from the grid.

For example, if you select the Department dimension, you can view one department, compare a selection of departments, or compare all departments.

Remove other columns

Remove other columns from the grid as required.

The Columns > Periods options (Latest, All and Sparklines) are unavailable when column groups are applied.

View matrixed data in a chart

After changing the column groups, click the Chart button in the top right toolbar above the grid. The chart panel slides out from the right of the screen, displaying data for the new column groups rather than the time period. See View financial information in a chart for more information.

Revert to the default view

To return to the default grid format with period columns, either:

• In the Column groups area, click the X on the dimension.
• In the dimension panel, click the X next to the dimension.

The grid resets to display the default period columns.

To completely reset the data, click the Reset button.