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Rakhi Gupta
4 dic 2019, 07:34
In Group and categories your Data Unit I am getting error while creating matrix report "The 'Pipeline Matrix Report Current and 2 FY' report does not appear to be using the Matrix Format." I tried to recreate it but its not working
41 risposte
  1. Ingrid Ramos Santos (CGI)
    13 lug 2020, 15:48

    Hi, All!

    The message "report does not appear to be using the Matrix Format" means that you need to group by columns and rows.

     

    Make sure that you grouped columns and rows as shown below.

     

    Hi, All!The message

     

    Hope help you! =)
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B DIVYA SREE
13 ott 2024, 06:33
I followed all the steps mentioned in the module, yet I am getting an error to group the owner field . I did it twice, can anyone explain me how to complete it?

I followed all the steps mentioned in the module, yet I am getting an error to group the owner field . I did it twice, can anyone explain me how to complete it?

 

#Trailhead Challenges

4 risposte
  1. Tushar Jadav (Biztech IT Consultancy PVT LTD)
    14 ott 2024, 05:32

    Hello @B DIVYA SREE,

    he message "report does not appear to be using the Matrix Format" means that you need to group by columns and rows.

     

    Make sure that you grouped columns and rows as shown below.Hello ,he message

     

    https://trailhead.salesforce.com/trailblazer-community/feed/0D54S00000A9CBOSA3

     

    I would like to share my solution, thehre is obwiously some issue with guidelines as per:https://help.salesforce.com/articleView?id=reports_changing_format.htm&type=5'Matrix reports are similar to summary reports but allow you to group and summarize data by both rows and columns. (...) Matrix reports without at least one row and one column grouping show as summary reports on the report run page.'So that's why we're running through an issue.Fix is simple, just group for example STAGE by Columns:'In the Preview pane, click the arrow  next to Opportunity Owner and select Group Rows by This Field.In the Preview pane, click the arrow  next to Stage and select Group Columns by This Field.'

    That will do. At least in my case would.

     

    https://trailhead.salesforce.com/trailblazer-community/feed/0D54V00007T41kZSAR

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