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Welcome to this lesson.
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In this lesson, we're now going to discuss the matrix visualization.
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So we've seen that how the table visualization works.
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And what you're going to see is that the other visualizations work in a very similar manner.
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So once we know how one visualization works, we can take the learnings and we can actually apply them
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to other areas as we start using the other visualizations.
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So what I'm going to do is I'm actually just going to remove this product category table.
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Easiest way of doing it is just select it and press the delete key.
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Or you can go to these three ellipses and you can actually then just use the remove option and that
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would also remove it.
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So what we're going to do is we're going to use this table, so I'm going to make it a little bit wider.
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Let's just remove the some of profit just so we have our manufacturing or some of sales.
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Now, let's say, for example, here, I wanted to see what is my manufacturer and my channel and for
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my sales.
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So if we were to take our channel and we were to drop it into this columns, you'll see that a thicker
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bar actually appears and it tells me where I'm going to drop this field.
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So when I drop it now, it's now off to the sum of sales.
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Now I can go and I can also widen my different columns.
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So if I select the wide, you'll see that there we go.
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That will actually produce a wider width for my columns.
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Now, this may not be the easiest table to read because you've got your manufacturer, you've got your
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summer sales and then your channel.
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You may want to then have your channel after your manufacturer.
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So that's no problem.
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All you do is you just click on your channel and you can drag and drop it.
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And now again you'll see that you've got the thicker line and where you drop it off to the manufacturer,
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it will now move.
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So now we have the manufacturer, the channel and the sales.
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However, reading this may not be that easy.
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You may want to know what is my total for the manufacturer.
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So you've got your A datum corp phone manufacturer.
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You would want to know what is the total here?
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So what we need is a different visualization.
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So what we're going to do is we're also going to delete this table and let's have a look at the matrix
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visualization.
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So press delete on that and we're going to go across and you'll see that the matrix visualization is
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right next to the table are pretty easy to spot.
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It's just got a little bit of blue colors on the cells, just makes it easier to see.
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So I'm going to select that and again, it's going to create a placeholder for us, make this a little
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bit larger and you'll see though, that what we've got here is different wells that we can do.
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So each one of these is actually called the well.
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So when we had the previous one, we had columns and it just was just one well that we could use here.
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We've got three wells, we've got rows, columns and values.
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So basically wells are where we're going to put our fields into to give us the results and the visualization.
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So let's look at that table we were looking at now.
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So let's say we've got a manufacturer again, but this time we're going to put in to our rows and we
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can see we get a nice listing of our different manufacturers.
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Let's go to our channel now.
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Let's pop in in the columns.
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Now you'll see that my channels have actually gone across in my columns.
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That's perfect.
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Also, let's just use our sales here, right?
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So you can now see we've got a nice little table.
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And what we've got is for each of the manufacturers, I can now see each of the different channels,
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I can see my totals, and for each of the channels I can also see on the columns.
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Now what the totals for those are.
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So nice little report giving me quite a bit of detail.
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What we can also do is we can create a nested hierarchy.
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What that means is we can take a field and we can just place it underneath another field.
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So again, if I pick up my channel, you can see that I can drag and drop it.
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And once I go into my manufacturer again, you'll see that the thicker bar appears.
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It means I can now drop it in there.
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And now I have my manufacturer on my panel.
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So you'll see that each of the manufacturers now has a little expand button.
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So when we click on this, we'll see that each time I click on one of those, it now expands that manufacturer
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to show me all of the channels within that manufacturer.
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Now, the other part that you may notice here is that you've also got these icons at the top.
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So we have a drill up button, drill down button.
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You'll also see that we can move to the next hierarchy and we can also expand.
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So let's have a quick look at those.
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So what I'm going to do here is I'm just going to drill up and you're going to see all those expansions
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then will be contracted.
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So everything is back now collapsed.
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So we've got all our manufacturers collapsed.
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We're going to move across to this table headed arrow or the two arrows coming down here.
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And what it tells you is that that will go to the next level in the high.
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So what this does is it just jumps down one level in the hierarchy.
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And in this case, what it means is it's going to show us a table, showing us our channel and some
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of sales.
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So let's see that in action.
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It goes with that one.
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And you can see now it's jumped down a level in the hierarchy.
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We've now got our channel and we've got our summer cells.
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So they're pretty simple.
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We want to go back up again, can just use a drill up and you see we go straight back up again.
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Now, the other icon over here where you've got a single starting point, but then two arrows coming
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out of it.
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What this will do is this will expand all of your items in this.
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So when I click on this, you'll see now we expand everything.
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So it's basically showing me for each of the manufacturers now all of the channel values that are available.
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So basically this one expands everything.
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This one jumps down a level.
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Let's go back to this.
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Let's just drill back up again.
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We've got one last arrow to look at, which is actually our drill down arrow.
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Now, what you do here is you actually turn it on.
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So once you turn it on, you'll see that the icon changes a little bit.
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And that tells me now that that has been turned on.
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Now, what it will do is actually it will only drill down on the item you select.
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So if I choose fabric, you'll see Now we drill down and we only show a fabric.
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Whereas remember when we used the expand before I showed all of the manufacturers, but then also showed
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us the expansion for the one you selected.
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In this case, though, what it's doing is it's only going to actually show you the drill down on the
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manufacturer that you select.
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So as I said, once this is on, that's the way it's going to behave until you turn it off.
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So if we go to another one, select that.
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You'll see it's got the same behavior.
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But when you finish working with it, you can turn it off.
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And then that turns off that drill down capability.
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And you'll see that you can mix and match these.
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So you could have your rows and your your, your manufacturing, your channel, and we could still use
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our columns.
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We could pop, say, our region into our columns, and you can get quite a lot of data into these reports.
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We could expand everything on this.
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And as you can see, quite a lot of data now that can be calculated and shown in this matrix.
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Now, once you've got a matrix that's kind of working for you and you're happy with, I'm just going
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to actually just drill this up just so we got less data to look at.
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You've also got your formatting and as I said previously, once you get to know the formatting and the
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way that it works, it becomes works very similar.
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So you see, if we go to General, you still got your property, you still got your titles, you still
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got your effects.
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So if you wanted to turn on your border, you could come in here, you could do your background.
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Let's just say we want a visual border, so we want that dark gray again.
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Let's just say you want a bit of rounded pixels, so you'll see that that works exactly the same as
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it did with the table.
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So once you sort of seeing this, you'll see that those are the same.
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And the visual, we do have some differences.
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So style presets is still the same.
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We could set this to minimal, could get that view.
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You could still go into your grid and you can change your grid lines and go into your values.
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Same thing can go into column headers.
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You can change those, the text and everything.
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However, as we go down, you will see that there's some changes now because we get a column subtotals
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and row subtotals.
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So this differs on the behavior.
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So let's just expand this a little bit.
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And you can see at the moment that our manufacturer and we get the subtotals being displayed for the
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manufacturer and you can actually see that a row subtotals is on column, subtotals is on.
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So if you turn your row subtotals off, you can see immediately now that that is changed.
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Now you can actually change this and you could set it back to on and you'll see that you do get a bit
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of a way of customize this as well.
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So when it goes to apply settings to the row level and the row level that you're doing, are we calculating
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all of the rows?
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Now?
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We've got a limited amount of data here, so I'm just going to leave that.
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But over here you might want to change your positioning.
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For example, you might want to have it at the bottom.
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So now you can see that you actually got your total say at the bottom.
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So that does change the way that we do things.
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And again, if you wanted to, you could change the way that those values are shown and the same works
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for your columns as well.
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If you got your columns totals on, you can see I've got my totals at the bottom here.
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Go to your totals so off and you'll see that the column totals now have been removed.
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We've only got it now for the wide world importers and that would change So you can set that back to
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on and you can see again if you wanted to you got your labels show you subtotals for that for the column
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totals with the different options that you've got.
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So these these do take a little bit of playing around as you go into the formatting.
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You're going to see that over time as well.
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Microsoft does tweak these, does change some of the settings, but a pretty easy to understand and
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to experiment with.
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I just wanted to highlight those.
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Those are pretty useful when you're working with Matrixes on how you want to show your row and column
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subtotal and you'll see also you get your column grand totals as well as to how you want those to be
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displayed.
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Row Subtotals as well.
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And we're back to specific column as well.
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You'll remember that we could change a specific column the way the values were shown, the display units.
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So all of that is still consistent from the table itself.
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And then as we move down, you'll remember that we had cell elements.
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You are icon, image heights, things like that, that you may be not using that often.
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So as you can see, a couple that you can play around with in the formatting here.
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Now, one that I do want to point out is also this last icon and you select that.
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And when you go to the table and you go to the Matrix, you're going to see that it has no option.
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When we get into our graphs a little bit later, we're going to see that we start to get some analytic
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options that we can use there, some quite powerful ones for us to to play with.
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But if you clicked on that and you've seen there's nothing there for tables and for Matrix, that's
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correct.
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You won't get it.
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Now, also other things like cards that we're still going to get to you.
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What we will see there will be no analytics, but in graphs we do get them.
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I'm going to conclude the lesson there and we will move on to the next one.
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I'll see you there.
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