Matrix reports offer a more in depth analysis of your data, allowing you to summarize data in columns as they relate to the rows. These reports provide the option of doing analysis comparisons of your data, such as Month to Date, Year to Date, or Year over Year. This article will dive in on how to create a Monthly Sales by Customer report using the Matrix custom list option within Popdock.
Creating a Monthly Sales by Customer Matrix Report
1. From the main menu, select Connectors.
2. Locate the connector you would like to create your Matrix Report under. This example uses the Dynamics 365 Business Central (Sandbox) connector.
Select the Edit icon to the right of the connector.
3. In the left settings pane, select Custom lists.
4. If you have not created a custom list for this connector yet, you will have the options shown below. Select Summarize fields in a matrix.
If you have already created custom lists for the connector, you will see your custom lists here and Add custom list. Select Add custom list and then select Summarize fields in a matrix from the dropdown.
For more information on each type of list, please see the following Knowledge Base article: Getting to know custom lists.
5. Use the Name field to give your list a name. Select the Group you want to add the matrix list to. From the Base list dropdown, select the list your matrix list will be based on. Field to summarize is optional. You can select a numeric field to summarize, or leave it set to None. If you leave it set to None, values will be calculated by counting the number of records.
6. You can select Add columns and add a column. In this example, the Document date is added. The Date format field dictates how the columns will be broken out within the date range. Select Month to get 12 monthly columns.
7. You can also select the box next to Add summary column to generate a column that summarizes each individual column. This will add a column named Summary.
8. Select Add rows to add rows to the matrix list. From the Create rows based on field dropdown, select Sell to customer number.
9. Select Add list to create the matrix list.
10. Select Columns in the navigation pane.
11. Select Add columns and then select Add a label column. In the Name field, enter Customers. Use the Name field to give your label column a name. Then select Add.
12. Select Rows in the navigation pane.
13. Edit the row and then select Labels.
14. Use the Insert field dropdown to select which fields you want used as the label for every customer. This example uses both the Sell to customer number and Sell to customer name. Both fields will display for each customer in every row.
15. With the columns and rows in place, you can set a restriction on your base list. Select Restrictions in the navigation pane.
16. Under Base list restrictions, select Click here to add a restriction.
17. In the Add base list restriction window, use the available Field, Restriction type, From value, and To value fields to set the restriction so the Document date is between Start of year and End of year.
18. With your columns, rows, and base restriction in place, your list is now ready to be used. Navigate back to the Popdock homepage and select Add new tab to populate this list.
If you have questions on how to create a Matrix List, contact support@eonesolutions.com.