Session 16: Drilldown Matrix Reports AnandFriday, December 19, 2014 0 comments

                       Session 16: Drilldown Matrix Reports

In the last tutorial, we saw how to create a matrix report.
Matrix reports are very useful, and it allows total flexibility too.
For instance we could easily convert a matrix report to tabular.

In this tutorial, lets see how to add the drill down feature to an existing matrix report.
Lets take the same matrix report, which we created in the last tutorial.

This is how it looked:

Lets add some child groupings to this report, and explore some visibility toggling features.

Step 1: Right click on the Territory field and add a child group:

Step 2: Choose 'CountryRegionCode' to group by:

Step 3: Your design view would look something like this:

Step 4: Hit preview.

Congratulations - your matrix report is ready.

Lets proceed to see some visibility toggling features

Step 5: Click on the row groups - 'CountryRegionRegion' and select the group properties:

Step 6:  In the visibility pane, check 'Hide' for  'When the report is initially run'
Also, check the 'display can be toggled by this report item' for Territory

Step 7: Select OK and hit preview.
You should be able to toggle the report.