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Administrator Guide
Last Updated: 2023-06-23
Example: Create a Matrix Report for Employee Data

Example: Create a Matrix Report for Employee Data

This example illustrates how to set up options in your matrix report to group and summarize employee data.
You want to create a matrix report that provides these insights about employees based on their location:
  • The annual salary each employee receives.
  • The average age of employees.
  • The gender and ethnicity of employees.
  • The ratio, as a percentage, of contingent workers to all employees.
Security: These domains in the System functional area:
  • Custom Report Creation
  • Manage: All Custom Reports
  1. Access the
    Create Custom Report
     task.
  2. Enter
    Employee Data Matrix Report
     as the
    Report Name
    .
  3. From the
    Report Type
     prompt, select
    Matrix
    .
  4. Clear the
    Optimized for Performance
     check box.
  5. From the
    Data Source
     prompt, select
    All Workers
    .
  6. On the
    Matrix
     tab, set up the
    Group by Field
     in the
    Row Grouping
     grid.
  7. Select
    Gender
     in the first row and
    Race/Ethnicity
     in the second row.
  8. In the
    Column Grouping (Optional)
     grid, select
    Location
     as the
    Group by Field
    .
  9. Enter values for these fields in the
    Define the Field(s) to Summarize
     grid:
    Summarization Type
    Summarization Field
    Label Override
    Format
    Average
    Age
    Sum
    Annual Salary USD (End of Last Year)
    Salary
    Calculation
    Percentage
    #,##0.00%
  10. In the grid, set up the ratio by selecting
    Create
    Create Summarization Calculation for Report
     in the
    Summarization Field
     of
    Calculation
    .
  11. On the
    Create Summarization Calculation for Report
     task, enter
    Contingent Worker to Employee Ratio
     in the
    Field Name
    .
  12. From the
    Function
     drill-down menu, select
    Summarization Calculation
    .
  13. On the
    Calculation
     tab, select the
    Return Zero on Error
     check box.
  14. In the
    Arithmetic Expression
     grid, enter these values:
    Summarization Type
    Field
    Operator
    Sum
    Contingent Worker Counter
    / (Divide)
    Sum
    Employee Counter
    Workday populates the
    Summarization Field
     in the
    Define the Field(s) to Summarize
     grid with your created summarization calculation.
  15. Run the report and drill down on the summarized data to interact directly with the report.