Create a matrix report
In this step, you will learn how to create a matrix report in Workfront. Matrix reports are useful for presenting data in a tabular format with row and column totals, making them ideal for tracking metrics like hours worked, costs, and revenue. You will explore how to set up filters, groupings, and summarized data to effectively organize and display information. Additionally, you will discover how to integrate charts for alternative data visualization.
- When a matrix report can be useful
- And how to create a matrix report
Key takeaways
- Matrix Report Structure: Matrix reports organize data in rows and columns, with automatic row and column totals. They are ideal for tracking metrics like hours worked, costs, and revenue.
- Filters Setup: Use filters to focus on specific data, such as hours worked during the last quarter by users from a particular home team. The “owner field source” helps identify relevant team members.
- Grouping Options: In our example, rows are grouped by “owner name” (person who worked the hours), while columns are grouped by “hour entry date” (by month and week).
- Summarized Data: Columns like hours, actual cost, and revenue are summarized by default, ensuring totals are displayed in the matrix. These defaults can be turned off, if desired.
- Chart Integration: Matrix reports can be complemented with charts for alternative data visualization, using the same grouping information. You can set the matrix tab or chart tab as the default view.
Next, you will learn how to create dashboards in Workfront to organize and display related data in one centralized view.