Difference between revisions of "Summary Matrix"
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* [[Level 1 Templates]] (or [[Types|Level 2/3 Types]] for Summary Matrices on Level 2 or 3) as the ''row headings'' and | * [[Level 1 Templates]] (or [[Types|Level 2/3 Types]] for Summary Matrices on Level 2 or 3) as the ''row headings'' and | ||
* [[status]]es as the ''column headings'' in the cross-tab view. | * [[status]]es as the ''column headings'' in the cross-tab view. | ||
| + | In the above illustration: | ||
| + | * "Housing," "General Community," "Women," etc. are the ''row headings'' and correspond to the different [[Level 1 Templates]] in the [[UTA]]. | ||
| + | * "Draft," "Submitted," "Under Review," etc. are the ''column headings'' and correspond to the different [[status]]es in the [[UTA]]. | ||
To configure other [[standard fields]] as the row headings, take the following steps: | To configure other [[standard fields]] as the row headings, take the following steps: | ||
Revision as of 14:47, 13 September 2013
Overview
The Summary Matrix is a cross-tabbed view of your data in SmartSimple, with drill down options. This view allows users to immediately see the information that is useful or pertinent to them.
The Summary Matrix is available in SmartSimple's Arcadia interface and is configured using the Arcadia Settings page.
Configuring the Summary Matrix
The default setting is to display:
- Level 1 Templates (or Level 2/3 Types for Summary Matrices on Level 2 or 3) as the row headings and
- statuses as the column headings in the cross-tab view.
In the above illustration:
- "Housing," "General Community," "Women," etc. are the row headings and correspond to the different Level 1 Templates in the UTA.
- "Draft," "Submitted," "Under Review," etc. are the column headings and correspond to the different statuses in the UTA.
To configure other standard fields as the row headings, take the following steps:
- Click on the Settings button at the top right of the screen (
)
Drilling Down into Your Data
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