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Matrix Chart

Configure Matrix Chart

Data Configuration

Visual Configuration

Configuration Options in Full-Screen Mode

Matrix chart is a type of tabular visualization that contains aggregated values instead of simple tabular data with duplicate records.
It summarizes a large amount of data on multiple dimensions arranged in rows and columns. Various aggregates can be shown on the intersection of each row and column. This helps you create a cross tabular report, that draws attention to key values.

In this example, a Matrix chart is created to analyze assignees and types of issues assigned to them in Jira.

To create a Matrix chart:

  • Select the ‘Assignee’, ‘Type’ and ‘Status’ columns while holding the Ctrl key and right-click > Select View> Change> Matrix.

1.png

Click here to learn more about how to create a visualization. 

The following figure shows the resulting Matrix: 

2.png

Configure Matrix Chart

  • Select your Matrix chart and open the Visualizations Panel.

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The following configuration options are available: 

mceclip0.png

  1. Data Configuration mceclip2.png: It lets you choose columns for the following settings.
       a. Row
       b. Column
       c. Values
       d. Conditional Formatting
       e. Sorting
  2. Visual Configuration mceclip3.png: It lets you configure the visual appearances and interactions of the Matrix chart.
        a. Decimal Precision
        b. Container Settings
        c. Visual Interactions
  3. Visualization Level Filters mceclip4.png: They let you filter the data in the visualization without impacting other visualizations on the same dataset. 

Refer here to learn more about Visualization Level Filters. 

Data Configuration

  • Click on the mceclip5.png icon for data configuration options.

Row

You can specify the column whose unique values will be shown in the rows.

To change the column:

  1. Click on the mceclip6.png icon to remove the existing column.
  2. From the Data Panel, drag the desired column and drop it onto the Visualizations Panel’s “Row” section. 
Note.pngNote: You can also type the column name in the Data Panel to quickly find it. 

Column 

Here, you can specify the column whose unique values will be listed across the top. 

To change the column:

  • Follow the same steps as shown above for “Row”. 
Note.pngNote: Top 100 unique values from the selected column will be included.

Values

You can add multiple columns (non-summarized and summarized) to this section.

Add a Column (Non-Summarized)

Matrix chart shows only the unique values of the non-summarized columns. E.g. If the ‘Status’ ’ column is added, then all unique values will be shown on the Matrix chart. It helps you explore data in a more detailed manner. 

  1. Drag the desired column from the Data Panel and drop it onto Visualizations Panel’s  “Values” section.
  2. Click on the mceclip7.png icon and select the ‘Don’t summarize’ option from the drop-down.  
Note.pngNote: You can add only one non-summarized column. 

Add a Column (Summarized)

You will see the aggregated values in the Matrix for the added column(s).

  1. Drag the desired column from the Data Panel and drop it onto Visualizations Panel’s  “Values” section.
  2. Click on the mceclip8.png icon and select the aggregate function to summarize the data of this column. 
  • Aggregate functions for textual data: Count, Unique Count
  • Aggregate functions for numerical data: Count, Unique Count, Sum, Min, Max, Avg 
Note.pngNote: You can add a maximum of 6 columns to a Matrix chart.

Reorder Columns

  • Select the column and drag it to the desired position and drop it. 

Edit Column Name

  • To change the column name in any of the above sections, click on the column name or the  mceclip9.png  icon and type in the new column name.

Remove Column

  • Click on the mceclip10.png icon to remove a column from the Matrix chart. 

Matrix_Chart.gif

Conditional Formatting

This allows you to show an image with your data by applying certain conditions. Multiple conditions can be combined as well.

To apply conditional formatting:

  1. Click on the mceclip11.png icon next to the column name and select ‘Conditional Formatting’. 

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  1. Define the conditional formatting rule:
    1. Select the criteria from the drop-down.
    2. Provide the threshold value.
  2. Set the format style to choose an image to be shown when the above criterion is true. You can provide the image in the following ways:
  • Select Library and click on Search Image to select an image pre-bundled with Klera.
  • Select File and click on Upload File to choose one from your machine.
  • Select URL and Type In the URL of your image.
  1. Select Show Data checkbox to display data as well as the image.
    1. Select the radio button to show data before/after the image.
  2. Click on ‘Add’.
  3. Click on ‘Back’ to return to the list of columns for the Matrix chart. This mceclip12.png icon indicates that the conditional formatting is applied to the column. 

To update the condition for a column:

  1. Click on the conditional formatting mceclip13.png icon.
  2. Change the criterion or format style.
  3. Click ‘UPDATE’. 

To remove Conditional Formatting

  1. Click on the mceclip14.png icon for the desired column. You will see the criteria listed at the bottom.
  2. Click on the mceclip15.png icon to remove the condition. 

The following figure displays a Matrix chart with summary data and conditional formatting.

4_7.png

To learn more about conditional formatting, refer to the following GIF. 

Note.pngNote: Steps for conditional formatting are the same for Grid and Matrix chart.

2_Conditional_Formatting_Final.gif

Sorting 

Sorting allows you to change the order of data, making it easier to find what you're looking for. 

Note.pngNote: By default, the Matrix chart is sorted on the selected column in the ‘Row’ section.

To change the sorting order:

  1. Click on mceclip16.png icon and select the column from the drop-down.
  2. Click on mceclip17.png or mceclip18.png icon to select the sort order (ascending or descending). 

Visual Configuration

  • Click on the mceclip19.png icon for visual configuration settings. 

Column Configuration

  • Select a numeric column from the drop-down, and choose the number of decimal places you want to display values.

5_column_configuration.jpg

Container Settings

  1. To show/hide the header and border, click the toggle switch. 
  2. Turn on the toggle switch to show the border for the container. Change the border color, style and width as shown below: 

6.png

The following figure shows the effect of various container settings.

7.png

Visual Interactions

  • Select the target behavior and scope for the coordinated visualization from the settings given below.

mceclip1.png

To learn more, refer to section- ‘Configure Coordinated Visualization’.

Configuration Options in Full-Screen Mode

Visualization can be seen in full-screen mode by clicking on mceclip20.png icon.

Note.pngNote: Visualizations Panel is not accessible in full-screen mode.
  1. Click on the mceclip21.png icon at the top-right corner of the container.
  2. Select ‘Configure View’ from the overflow menu.
    9.png
  3. A pop-up form with all the relevant configuration options will appear.
  4. Configure your visualization and click on ‘APPLY’. 

10.png

 

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