Matrix Portlet Options

Option

Description

Factory project

Specifies the Measure Factory project that provides the data for the portlet.

Select measures

Specifies the measures that display in the left-most portlet column. You can use the Search box to locate specific measures and press and hold Ctrl (Windows) or Command (Mac) while clicking to select multiple measures.

The menu icon looks like three vertical dots.

Opens a context menu that you can use to sort the list of measures.

Lines

Specifies the measure factory measures that appear on the left-most column of the portlet. This option accepts macros. Each line is a row on the tabular portlet.

Line group

Specifies the category label for a group of lines.

Add a line /measure

Opens the Select Line Type dialog box, which you can use to specify the type of line that you want to add. Options are Detail Line, Line, Label, and Page Break.

NOTE: Labels and page breaks affect the format of the page only. They do not contain data.

Details

Detail Line

Opens the Select a dimension dialog box, which you can use to specify a dimension that determines the detailed information that displays.

NOTE: A detail line sorts the line data into classifications based on a specified dimension. For example, an Admission measure standard line could look like this:

Measure	YTD	LYTD
Admission	102	96

The same Admissions measure could appear as a detail line using the Facility dimension like this:

Measure	YTD	LYTD
Facility A	47	45
Facility B	55	51

Line

Opens the Select measures dialog box, which you can use to select the measures that you want to appear as lines on the portlet. This option accepts macros.

You can click the Menu icon to select an option to sort the measures list, use the Search box to locate specific measures, and press and hold Ctrl (Windows) or Command (Mac) while clicking to select multiple measures.

Label

Opens the Line settings dialog box, which you can use to specify a label Name that you want to include on the portlet. Label lines do not display data.

Type	Specifies the type of line. Options are Detail Line, Line, Label, and Page Break.
Name	Specifies the label that displays on the first column of the portlet row. The default, Automatic, displays the name of the measure.
Measure	Applies to detail and standard lines. Specifies the measure that displays on the first column of the line.
Dimension	Applies to detail lines. Specifies a dimension that sorts the measure into classifications.
Style	Specifies a customized style. For information about creating customized line styles, see Workbench Help.
Detail style	Applies to detail lines. Specifies a customized style. For information about creating customized line styles, see Workbench Help.
Hide detail total.	Applies to detail lines. Suppresses the total.
Hide if null	Applies to detail and standard lines. Suppresses null values.

Page Break

Inserts a page break on the portlet. Opens the Line settings dialog box, which you can use to add a label Name to the page break location on the portlet.

After you select a line type, the wizard advances to the Select measures page.

Add a line /measure group

Opens the Line group settings page, which you can use to specify a label for the line group.

NOTE: After you add a line group, use a drag-and-drop operation to reorder the Lines list. Place the line labels under the line group label, inside the dotted line.

Columns

Defines measure data.

The leftmost Measures column is added automatically, and contains the measures that you selected on the Select measures page.

Measures column in the Edit Matrix Portlet dialog box.

Double-click Measures to open the Measure column settings dialog box, which you can use to customize the following:

Title	Specifies the column heading. If left blank, the heading is Measures.
Width	Specifies the column width, in pixels.
Overflow	Available when the column Width is set to something other than Automatic. Specifies the appearance of the display when the column value is wider than the specified column width. The default Ellipses, displays the data in a single row and adds an ellipsis (...) to each cell that overflows the column width. Other options are Wrap text and Wrap text with hanging indent.

Add a column

Opens the Column settings dialog box, which you can use to set options that define the appearance of a new column.

Details

Type

Specifies the column type. The default is Standard. Other options are:

Cross—Used for CrossTab or rolling date types of data.
Comparison—Used for comparing data in a given time period with data in a similar time period.

Label

Specifies the format for the column label. The default, Automatic, displays the measure-defined value. Typically, you enter the header that you want to display into the label text box. This option accepts macros. Optionally, you can use a data element, but you must escape the data element using braces { }. For example, Year: {YYYY} displays Year: 2021. Use of braces in label strings is limited to:

YYYY	Four digit year, standard calendar
YY	Two digit year, standard calendar
MMMM	Long month name, standard calendar
MMM	Abbreviated, three-letter month name, standard calendar
MM	Month number, two-digit, standard calendar
M	Month number, one- or two digit, standard calendar
DD	Two digit calendar day
D	One or two digit day in a standard calendar, or weekday number in an ISO calendar
FYYYY	Year, current selected calendar
FMM	Month number, two-digit, current selected calendar
FM	Month number, one- or two-digit, current selected calendar

For more information, see Time Series Column Labels.

Auxiliary Measure Value

Specifies a baseline or goal value that is defined in the measure factory.

Time series settings

Specifies the mode of the time series. Options are Basic and Advanced.

NOTE: Time series options are not supported for cross columns that use date dimensions.

Time Range

(Basic)

Specifies the time range. Options are:

Year to Date (The first day of the year returns 0)
Year to Complete Month (The first month of the year returns data for all of last year)
Month to Date (The first day of the month returns 0)
Week to Date (The first day of the week returns 0)
Complete Year
Complete Month
Complete Week
Complete Day
Rolling Year by Month (the last 12 complete months)
Year
Future Months

Time period

(Basic)

Specifies the time period. Options are:

All
Current
Previous
Current Versus Previous
Current Versus Previous (%)
Previous Year
Current Versus Previous Year
Current Versus Previous Year (%)

Type

(Advanced)

Specifies the type of the time series. Options are To Date, Relative, and Absolute. Advanced features allow further customization of the time period.

To Date

options

Uses the specified time range and offset values to define the time series. The default is the current Year to complete Day. Other options are:

Year to complete Month
Year to complete Quarter
Week to complete Day
Month to complete Day
Quarter to complete Day

The offset value can adjust the time series by the specified time period. For example, setting the Time Range to Year to complete Day, with an offset of -1 Year, is the equivalent of last year to complete day. Available options for the offset time period are those time periods that are larger than or equal to the first time range.

Relative

options

Uses the specified complete time range and offset values to define the time series. The default is 1 Year, which is the current complete year. Other time period options are:

Day
Week
Month
Quarter

The offset value can adjust the time series by the specified time period. For example, setting the Time Range to 1 Year, with an offset of -1 Year, is the equivalent of the year before the current complete year. Available options for the offset time period are those time periods that are larger than or equal to the specified time range.

Absolute

options

Uses the specified time range and offset values to define the time series. The default is Month 1 of the current year. The other time period option is Quarter. This option supports custom calendars.

The offset value can adjust the time series by the specified number of years.

Indicator Type

Specifies the type of indicator that displays on the column. The default is Text. Click the Change icon Icon that looks like four squares arranged two by two. to select a different type or to set additional display settings. Other types are:

Alert
Horizontal Bullet
Plus-Minus
Racetrack
Rectangle
Slider
Slider Light
Slope

For more information, see Indicator Portlet Options - Measure Factory License.

Width

Specifies the column width, in pixels. The default, Automatic uses the data to determine the width.

Add a column group

Opens the Column group settings page, which you can use to specify a label for the column group that you want to add.

Threshold Settings

Click Add a Threshold to open the Threshold settings dialog box, which you can use to set a static threshold value or select a Measure Threshold value, Time Range and period, and indicator Color.

Click the gear icon to right of the Time Range to access the Advanced time series option.

	Opens the time series mode settings box. Options are Basic and Advanced. Advanced features allow further customization of the time period.
To Date	Available in advanced mode. Uses the specified time range and offset values to define the time series. The default is the current Year to complete Day. Other options are Year to complete Month, Year to complete Quarter, Week to complete Day, Month to complete Day, and Quarter to complete Day. The offset value can adjust the time series by the specified time period. For example, setting the Time Range to Year to complete Day, with an offset of -1 Year, is the equivalent of last year to complete day. Available options for the offset time period are those time periods that are larger than or equal to the first time range.
Relative	Available in advanced mode. Uses the specified complete time range and offset values to define the time series. The default is 1 Year, which is the current complete year. Other time period options are Day, Week, Month, and Quarter. The offset value can adjust the time series by the specified time period. For example, setting the Time Range to 1 Year, with an offset of -1 Year, is the equivalent of the year before the current complete year. Available options for the offset time period are those time periods that are larger than or equal to the specified time range.
Absolute	Available in advanced mode. Uses the specified time range and offset values to define the time series. The default is Month 1 of the current year. The other time period option is Quarter. This option supports custom calendars. The offset value can adjust the time series by the specified number of years.

More settings

Display

Opens the Display Settings page, which you can use to specify sort settings.

Details

Printing

Opens the Print Settings page, which you can use to set preferences for printed headers and footers.

Click Actions

Opens the Click Actions dialog box, which you can use to Add a click action to the portlet, or Edit or Remove an existing click action.