Matrix Tab

In this section:

You can create, calculate, and present financially oriented data such as balance sheets, consolidations, profit and loss statements, budgets, and certain government mandated financial reports. These reports are distinguished from other WebFOCUS reports because calculations are inter-row as well as inter-column. Each row or line represents a unique entry or series of entries that can be aggregated directly from the input data, or calculated as some function of the data. The Matrix tab is located at the top of the App Studio interface and is only accessible when a FOR field is selected on the report canvas and the Matrix tab is selected from the bottom of the Report canvas. The Matrix tab is shown in the following image.

Matrix tab


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View Group

You use the View group to change the type of a field. The View group is shown in the following image.

View group

The commands are:

Design Mode

Toggles the financial report between Design mode and Preview mode. Design mode is what a user will see at run time and Preview mode is used to assist you in the creation of your financial report.

In Preview mode, the Financial Report Painter displays the following:

  • In the first column, a label assigned to each row in the report such as R1 and R2 (or an explicit row label if you have supplied one).
  • In the second column, default titles, or titles you assigned to rows in the report, representing TAG values of the FOR field and other row types.
  • In subsequent columns, any other fields you specified for the report.
Display Properties

Shows the properties of the selected row in a dialog box named after the row type. For example, if your row was the DATA type, the associated dialog box would be shown as the DATA dialog box. You can edit the properties for that row from this dialog box.


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Insert Group

You can use the Insert group to insert a row into the financial report. The type depends on which button you click. You can choose between Tag, Recap, Text, Bar, Data, and Pickup. You can also change the a row to a different type by selecting the row and clicking one of the row type buttons. The Insert group is shown in the following image.

Insert group

The commands are:

Tag

Inserts a tag row or changes a row to a tag row. Tags identify the data values of the FOR field in your report. A report row can be associated with a tag that represents:

  • A single data value of the FOR field.
  • The aggregate of two or more data values of the FOR field.
  • The aggregate of a range of data values of the FOR field.
  • The aggregate of a related group of data values of the FOR field.

You can also identify tag values that are organized in a parent/child hierarchy up to 99 levels deep and extending over many rows in the matrix.

The Tag button on the Financial Report Painter toolbar opens the TAG dialog box, from which you can define all of these variations.

Recap

The date when an active report expires and the report output can no longer be opened (displayed).

Enter the expiration date in year, month, day (yymmdd) format or in day format (1-999 DAYS) where the value indicates the number of days from the current date that the report expires. Valid values are 1 to 999 days. Note that you must enter the number and the word DAYS as part of the value.

Text

Sets a password that must be entered to view the active report output.

A character string up to 32 characters in length. Only standard alphanumeric English characters are allowed in the password for an active report in AHTML format. National Language Support (NLS) characters are not allowed in the password. Any NLS character in the password for an AHTML report makes the password invalid.

Bar

The date when an active report expires and the report output can no longer be opened (displayed).

Enter the expiration date in year, month, day (yymmdd) format or in day format (1-999 DAYS) where the value indicates the number of days from the current date that the report expires. Valid values are 1 to 999 days. Note that you must enter the number and the word DAYS as part of the value.

Data

Sets a password that must be entered to view the active report output.

A character string up to 32 characters in length. Only standard alphanumeric English characters are allowed in the password for an active report in AHTML format. National Language Support (NLS) characters are not allowed in the password. Any NLS character in the password for an AHTML report makes the password invalid.

Pickup

The date when an active report expires and the report output can no longer be opened (displayed).

Enter the expiration date in year, month, day (yymmdd) format or in day format (1-999 DAYS) where the value indicates the number of days from the current date that the report expires. Valid values are 1 to 999 days. Note that you must enter the number and the word DAYS as part of the value.


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Row/Cell Group

You use the Row/Cell group to create and edit rows and cells. The Row/Cell group is shown in the following image.

Row/Cell group

The commands are:

Add Row

Adds a blank row at the bottom of the matrix.

Insert Row

Inserts a blank row between two existing rows.

Delete Row

Deletes the selected row.

Make Recap (Rows)

Creates a RECAP row based on the sum of other values in the matrix.

Make Recap (Cells)

Creates a RECAP cell based on the sum of other values in the matrix.


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Report Properties Group

You use the Report Properties group to control financial report properties. The Report Properties group is shown in the following image.

Report Properties Group

The commands are:

Use Multiple Values

Allows you to add the same data value to multiple rows.

First Instance

When enabled, adds the .FST to all summed numeric columns, ensuring the shared value is only counted once.


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Row Properties Group

You use the Row Properties group to control row properties from this group. The Row Properties group is shown in the following image.

Row Properties group

The commands are:

Invisible

When enabled, hides the selected row.

When Exists

When enabled, you can hide a row, if no data exists in that row.

Post To

You can enter the name of a file you want to a row of output.


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