Transaction Matrix – Description (and - Date)

This is a Club Prophet Executive Report v4 – Power BI or PBI.

Note: Samples are using demo data and do not reflect real-world data.

 

Note: These two reports are identical other than we swap the rows and columns. When you have the Dates as columns (this example), it is particularly useful to compare year over year numbers.

 

Transaction Matrix – Description

This is a Matrix report that shows the amount of revenue across defined categories (GL Code, Sale Category, etc) for the date range provided.  A Matrix report is a multi-dimensional Drill-Down type of report that can drill-down by both (or either) row and column.

So, in the example about the From-To date slicer which is set for 1/1/2020 – 3/31/2020.

The visual (at the default top-level) is showing:

  • · The year 2020 as the column (along with total).

  • · Then for each Row of General Ledger (GL) description, it shows the Amount and Tax generated for each GL Code.

Navigating the Matrix

If you click the visual, you will notice that the Drill-Down control is a little different as it now has a selection to Drill on - Rows and Columns.

Let’s start by selecting Rows which is the default selection, and select the Down-Arrows.

Just like a typical Drill-Down, the report now shows the data but now by the Sale Category description.

Select the Down-Arrow again, and it will show by the Product Description.

Note: The down arrow is now disabled (grayed out), so there are no more rows to drill down.

Now use the Up-Arrow to work your way back to the top until the up arrow grays out.

This is where it gets interesting! Let’s change the Drill On from Rows to Columns and repeat the drill-down routine:

On the first drill-down, it goes from showing the Year (2020) to the Quarter (first in this case):

On the next drill-down we go to Month/Year (MMYYYY):

And one more drill-down takes us to each Day (mm/dd/yyyy):

We are now at the bottom of the column Drill Down (the down arrows are now disabled). 

So now, we can use a combination or Rows and Columns and mix and match any way you like.  Let’s say you wanted to know total sales by Sale Category Description on each day.  By drilling down (or up) on both Rows and Columns, you can mix and match to the desired view of the data:

FILTERS

There are various filters you can use to narrow down the data.  Filters are the gold background controls as well as the Filters right-hand sidebar.

Tips

  • Filters which are the gold back color controls on the report allow you to pick from a list.  Hold down the Ctrl key on the keyboard to select multiple items.
  • If you want to search for a particular value, use the filters in the right pane menu.  They will have a search box in addition to a list of the items.
  • Use the Advanced option in the right menu panel for advanced search options.
  • Use the three dots […] in the top right of a visual for more options like Export data.

  • Use the Help button to open the user guide for any given report .