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narayanan_s
Contributor ⭐️⭐️⭐️⭐️⭐️
Jun 3, 2021 4:03 PM UTC
Solved

Report builder to support matrix report type.

Current report builder supports summary report but if we could include matrix as one among report type would be of help. For Instance, to report number of success plans per "types" for fiscal year per month.

Now that I could achieve via group by for count of success plans but not split based on year or month. May be in coming days, if report builder has more option on report types would be of great assistance.

rakesh
rakeshAnswer
Lets put your data to work!
Jun 4, 2021 6:23 AM UTC

Hi @narayanan_s ,

I think we can achieve what you are looking for with Pivot. If you add Type and Month (maybe its created date) to group by, we can show the data you ask. If you pivot on the Month, you can have one column per month. 

Let me know if this helps.

3 replies

kevin.olayta
Contributor ⭐️⭐️⭐️
Jun 3, 2021 4:26 PM UTC

Must have!! Hopefully if this is possible in Horizon Analytics, that would be great. :grin:

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rakesh
Gainsight Employee ⭐️
rakeshAnswer
Lets put your data to work!
Jun 4, 2021 6:23 AM UTC

Hi @narayanan_s ,

I think we can achieve what you are looking for with Pivot. If you add Type and Month (maybe its created date) to group by, we can show the data you ask. If you pivot on the Month, you can have one column per month. 

Let me know if this helps.

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narayanan_s
Contributor ⭐️⭐️⭐️⭐️⭐️
Jun 4, 2021 8:55 AM UTC

Hi @rakesh , Yes please you got it right. I did see the matrix after applying pivot on a field. Thanks!

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Narayan