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SOLVED

Matrix Report Rules

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Level 5

Is there a way to have a "rule" in a matrix report that compares the total value to a custom field? Ie, I have the sum of hours per project and I want the background to be red if greater than a project custom field call Budgeted Hours. I was hoping I could just go into text mode to edit, but alas not in a matrix report.

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1 Accepted Solution

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Correct answer by
Level 10

Hi Mollie,

Yes, unlike regularly grouped reports, matrix grouped reports never have allowed such textmode augmentation. I have a vague memory of kickstarting such a report out to Excel, fiddling with it (effectively in text mode), then kickstarting it back into Workfront as a hack (and wish you luck if you Go There), but instead, suggest you consider adding a second custom calculated parameter (e.g. Matrix Color) with a formula that compares the hours per project against your existing Budget Hours custom parameter, and depending on the difference, then resolves to a text field (e.g. Red if > 110%, Yellow if <=110% and >90%, Green otherwise). With "the math" done in advance in this manner in a single parameter, you can then use the Matrix Report user interface to define conditional coloring using the resulting Matrix Color values (e.g. if Red, show red background, etc)

Regards,

Doug

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2 Replies

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Correct answer by
Level 10

Hi Mollie,

Yes, unlike regularly grouped reports, matrix grouped reports never have allowed such textmode augmentation. I have a vague memory of kickstarting such a report out to Excel, fiddling with it (effectively in text mode), then kickstarting it back into Workfront as a hack (and wish you luck if you Go There), but instead, suggest you consider adding a second custom calculated parameter (e.g. Matrix Color) with a formula that compares the hours per project against your existing Budget Hours custom parameter, and depending on the difference, then resolves to a text field (e.g. Red if > 110%, Yellow if <=110% and >90%, Green otherwise). With "the math" done in advance in this manner in a single parameter, you can then use the Matrix Report user interface to define conditional coloring using the resulting Matrix Color values (e.g. if Red, show red background, etc)

Regards,

Doug