Compare data in a matrix
Compare the performance of two dimensions side-by-side to identify patterns, differences, gaps, and opportunities in your data.
A matrix displays selected entities from one dimension as columns and entities from another dimension as rows. For example, you might compare the performance of your top sales reps across the regions where you sell your products.
View data in a matrix
Suppose you want to compare the performance of your top five sales reps across your product classes.
Select the first dimension you want to compare, such as Sales Rep.
Select the rows you want to display as columns, such as your top five performing sales reps.
When you select rows, the Matrix button becomes available in the filter bar.
Select Matrix. The grid updates to display the selected entities as columns and filters out the other entities. The matrix filter displays as a tag in the filter bar and on the relevant dimension, so you can see which dimension and entities make up the matrix.
Select the second dimension, such as Product Class. The entities in this dimension display as rows, allowing you to compare their values across the matrix columns.
You can select another dimension at any time to change the rows in the matrix while keeping the matrix columns in place.
Work with a matrix
After you view data in a matrix, you can continue to refine and analyze the results. For example, you can:
Focus on or exclude specific rows to narrow the results.
Apply additional filters to refine the data.
Use advanced filters to create more complex conditions or combine multiple filters.
Change the properties, measures, or period to analyze different data.
Your matrix and other filters display as tags in the filter bar and on the relevant dimensions, so you can see how the current view is filtered. Select a filter tag in the filter bar to open the advanced filter panel, where you can review or change the filter.
For more information about filtering, see Filter data.
Apply conditional formatting
Apply conditional formatting to highlight values in the matrix that meet specific conditions.
Conditional formatting rules for a matrix are separate from those you apply to the standard grid. This allows you to highlight different values depending on how you are viewing the data.
For more information, see Apply conditional formatting.
Pivot a matrix
Pivot the matrix to switch which dimension displays as rows and which displays as columns.
Select the rows you want to display as columns.
Select Pivot.
The selected rows become the matrix columns, and the entities that were previously displayed as columns become rows.
For example, if sales reps display as columns and regions as rows, you can select regions and pivot the matrix to display those regions as columns and the sales reps as rows.
Save a matrix in a favorite
Save your analysis as a favorite if you want to return to the same matrix later.
The favorite retains the matrix configuration, along with the other settings in your analysis. Any conditional formatting rules you've applied to the matrix are also retained.
When you open the favorite, the saved matrix view is applied.
Remove the matrix
Select the X on the matrix filter tag to remove the matrix and return to the standard grid view.
To remove the matrix and reset the other changes you've made to the analysis, select Reset.
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