SSRS Matrix Reports

Introduction

This tutorial covers the creation of Matrix Reports in SQL Server Reporting Services (SSRS). Matrix reports, also known as cross-tab reports, allow you to summarize and aggregate data in a grid format, making them suitable for pivot-style analysis.

Creating Matrix Reports in SSRS

Syntax

Matrix reports in SSRS are created using the Report Designer. The design involves dragging and dropping fields into the row groups, column groups, and values sections.

Example

Consider a scenario where you want to create a matrix report to display sales data by product category and region. Follow these steps:

1. Open SSRS Report Designer.
2. Create a new report.
3. Drag the "Product Category" field to the Rows section.
4. Drag the "Region" field to the Columns section.
5. Drag the "Sales Amount" field to the Values section.

Output

The output will be a matrix report displaying sales data summarized by both product category and region in a tabular format.

Explanation

• Rows and Columns: Fields dragged to the Rows and Columns sections define the matrix structure.
• Values: Fields in the Values section determine what data is aggregated and displayed in the matrix.

Use

• Pivot-Style Analysis: Matrix reports are ideal for presenting data in a grid format for pivot-style analysis.
• Comparative Analysis: Compare data across multiple dimensions, such as time periods, categories, or regions.
• Summarized Data: Summarize and aggregate data efficiently in a tabular format.

Important Points

• Row and Column Groups: Define groups to organize and structure the matrix.
• Aggregation: Use aggregate functions (Sum, Average, Count, etc.) on numeric fields in the Values section.
• Formatting: Apply formatting to enhance the visual presentation of the matrix.

Summary

Matrix reports in SSRS provide a powerful tool for summarizing and presenting data in a tabular format. By arranging data in rows and columns, users can easily analyze and compare information across different dimensions. Whether you're performing comparative analysis or presenting summarized data, matrix reports offer a flexible and efficient solution in SQL Server Reporting Services.