How to Use Matrix Report in Salesforce

A Salesforce Matrix report allows users to summarize data groups and check various intersections between these data. Complex data as well as unrelated data can easily be summarized through matrix reports.

This report format is one of the hardest reports to set-up. However, a matrix report gives an accurate and detailed summary of data as opposed to other report formats in Salesforce.

This post will give an overview of how to set-up a matrix report in Salesforce.

Quick Overview of Matrix Reports

If a user has a group of complex data that needs to be analyzed and viewed in intersecting points, a matrix report is ideal to use. This report is great for comparing data against each other in a table form.

Graphic data representations such as charts and graphs can also be added to a matrix report. This report format can also be added to a dashboard.

Filters and formulas are also used to make the matrix report more comprehensive and detailed.

Matrix Report Example

The user wants to analyze the prospective amount of money for each opportunity stage. He needs to show the amounts for each stage per monthly close dates, as well as the grand totals per stage. How can he do it? He’ll need to create a matrix report for this one. The report will show a rows-and-column format for data analysis.

In the example above, the matrix report will contain the following:

A column for each opportunity stage and the monetary figures for each monthly close dates.
Rows comparing the monetary figures for each stage and each monthly close date
Grand totals of amounts for each monthly close date
An overall grand total for all the figures in the table

How to Create a Matrix Report

  1. Go to the Reports tab.
  2. Click on New Report.
  3. Select the data type that needs to be included in the report.
  4. Select Matrix on the Format drop-down.

The user may now specify row and column groupings, use the custom summary formula builder, add filters, and insert charts as needed. Conditional highlighting to shows trends of changing data can also be added.

Once done editing the report, save it and click Run Report. The completed report will then appear on the screen.

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