Activity Forums Salesforce® Discussions give an example of when a Matrix report would be used. How about a Joined report?

  • give an example of when a Matrix report would be used. How about a Joined report?

    Posted by Prachi on September 12, 2018 at 5:30 am

    Give an example of when a Matrix report would be used. How about a Joined report?

    Avnish Yadav replied 5 years, 6 months ago 3 Members · 2 Replies
  • 2 Replies
  • madhulika shah

    Member
    September 12, 2018 at 6:21 am

    Hi Prachi,

    Matrix reports are similar to summary reports but allow you to group and summarize data by both rows and columns. They can be used as the source report for dashboard components. Use this type for comparing related totals, especially if you have large amounts of data to summarize and you need to compare values in several different fields, or you want to look at data by date and by product, person, or geography. Matrix reports without at least one row and one column grouping show as summary reports on the report run page whereas joined reports let you create different views of data from multiple report types. In a joined report, data is organized in blocks. Each block acts like a “sub-report,” with its own fields, columns, sorting, and filtering. You can add a chart to a joined report. For example, in the following sample, the joined report pulls data from two report types related to the Positions object. Together, the report shows applications received from job ads posted for each position.

    thanks.

  • Avnish Yadav

    Member
    September 12, 2018 at 9:18 am

    Hello,

    Matrix report-  This is the most complex report format. Matrix report summarizes information in a grid format. Matrix reports allow records to be grouped by both columns and rows. So when you need to group by horizontal or vertical columns or both you can use a matrix report.

    Joined reports let you create multiple report blocks that provide different views of your data. Each block acts like a “sub-report,” with its own fields, columns, sorting, and filtering. A joined report can even contain data from different report types.

    Thanks.

Log In to reply.

Popular Salesforce Blogs

Popular Salesforce Videos