Force.com Platform Fundamentals

Preface
Introducing the Force.com Platform
About the Sample Recruiting App
Reviewing Database Concepts
Building a Simple App
Enhancing the Simple App with Advanced Fields, Data Validation, and Page Layouts
Expanding the Simple App Using Relationships
Securing and Sharing Data
Collaborating with Chatter
Automating Business Processes
Analyzing Data with Reports and Dashboards
Introducing Reports
Report Formats
Setting Up the Recruiting App for Reports
Creating a Summary Report
Creating a Matrix Report
Try It Out: Create a Matrix Report
Try It Out: Add Summary Fields
Try It Out: Add Columns and Filters
Try It Out: Add a Chart and Conditional Highlighting
Introducing Dashboards
Introducing Custom Report Types
Look At What We've Done
Moving Beyond Point-and-Click App Development
Learning More
Glossary
PDF

Newer Version Available

This content describes an older version of this product. View Latest

Try It Out: Create a Matrix Report

To create the matrix report, we'll use the report builder again, this time highlighting steps that are different from how we defined the summary report.

  1. In the Reports tab, click New Report.

Once again, we'll be creating a report that counts position records.

  1. From the list, click the “+” to expand Other Reports.
  2. Select Positions, and click Create.

Because we want to directly compare individual recruiter performance for positions that do and do not require travel, we'll use a matrix report. That way we can group the rows of positions by recruiter, and columns of positions by whether or not they require travel.

  1. From the Format drop-down, select Matrix.
Specifying Groupings in a Matrix Report Step 2 of the Position Report Creation wizard where you specify row and column headings for summary information

Now let's group by both rows and columns. Notice the two sets of drop zones for matrix reports.

  1. From the Fields pane, drag Position: Owner Name to the row grouping drop zone.
  2. Now, drag Travel Required to the column grouping drop zone.

Our report now breaks out the possible values for the Travel Required field in the columns dimension. Recruiters are also broken out in the row dimension, but because all custom reports query just the report creator's data by default (that is, “My” records only), only one recruiter is listed in the report so far. Let's keep going.