Filter Other Visuals With Row/Column Selections

If you have other visuals on your report page, clicking on a value in the Matrix Planner visual will trigger a filter for these visuals. For example, clicking on a specific category in the matrix will automatically update other visuals on the page, filtering the data to show only the information related to that category.

• • Single Selection:
    Click on any row or column within the matrix to make a single selection. This will apply filters to the other visuals on the report page, displaying the corresponding data for that selection.

• • Multiple Selections:
    To make multiple selections, hold down the Ctrl key while selecting multiple rows or columns. The other visuals will update based on all the selected values.

• • Remove Selections:
    To remove selections, click on the same cell that is already selected or click outside of any row or column to clear the selection and filters.

To change the color of the background when you make selections go to this page where it explains how to change the color of the selections, General Settings.

This feature enables more dynamic interactions within the report, allowing you to gain better insights by easily filtering and analyzing data across various visuals.