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Workday Adaptive Planning Tips & Tricks

Adaptive Insights Tips & Tricks: Making Your Matrix Report Presentable and Meaningful

 

Tips & Tricks

February 19, 2020

By Gary Leiffer

In today’s Adaptive Insights Tips & Tricks blog post, I explain how to make your matrix report presentable and meaningful.

The in-application Matrix report writing tool is very powerful and enables you to do almost all the financial reporting your company requires. Adaptive Insights Office Connect (a separate report writing application) uses all the cosmetic and benefits of Excel, enabling boardroom quality report creation. The Matrix report writer can also create cosmetically appealing reports by employing special report properties. Today’s Adaptive Insights Tip & Trick will explore the Element Properties, and the Style and Conditional formatting options.

Starting with a basic Matrix report displaying Product data and margins as follows:

Adaptive Insights Tips & Tricks: Matrix Display Options

With just a few changes, the final report can look like this:

Adaptive Insights Tips: Matrix Display Options

Here is how it can be created:

1. To add color or shading to any column or row, (in this example the Total Product Column) right-click on the heading and select properties.

Adaptive Insights Tricks: Matrix Display Options

Within the new Element Properties menu select Style and select the circled Background color option- which displays a color palette enabling you to select your color choice for the shading.

Matrix Display Options in Adaptive Insights

By selecting the Data same as Headers option all the data will be shaded same as the header as follows:

Making Your Adaptive Insight Matrix Report Presentable and Meaningful
Adaptive Insights Matrix Display Options

Selecting the overline option for the header and data displays a line above the Units in this report example:

Adaptive Insights Tips & Tricks

2. To add icons (indicators of good/bad for example) start with data or calculation rows or columns on the report displaying percentages or any data to be “analyzed” as good/bad (in this example it is margin per unit percentage row. Copy the formula and any percentage selections into a new row (or column) and right click on the newly created header.

Learn Adaptive Insights Tips & Tricks
Get Adaptive Insights Tips & Tricks

Select conditional formatting to enable the addition of “rules” pertaining the data

Matrix Display Options for Adaptive Insights

In the first rule I selected “less than” 5 and an icon “Red Flag”

The second rule displays a green check mark for any indicators greater than or equal to 5.

Options for Matrix Display in Adaptive Insights
Tips for Adaptive Insights Matrix Display Options
Tricks for Adaptive Insights Matrix Display Options

In summary, the utilization of some of the advanced features of the Matrix report writing tool enables you to create and enhance your regular and basic financial reports.

The team at Revelwood has been recognized by Adaptive for its thought leadership in the space, commitment to its Adaptive Insights practice, and its rapid achievements of milestones. Visit Revelwood’s Knowledge Center for our Adaptive Insights Tips & Tricks or sign up here to get our Adaptive Insights Tips & Tricks delivered directly to your inbox. Not sure where to start with Adaptive Insights? Our team here at Revelwood can help! Contact us info@revelwood.com for more information.

Learn more Tips & Tricks for using Adaptive Insights:

Adaptive Insights Tips & Tricks: Assumption Sheets

Adaptive Insights Tips & Tricks: Finding Missing Formulas

Adaptive Insights Tips & Tricks: Leveraging your Testing Model

Author

  • Gary Leiffer
    Gary Leiffer

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