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Sometimes PSNext users ask us if they can export data to Excel to allow them to create pivot tables in Excel.

We think this is wrong way to go as PSNext contains a powerful type of report called a Matrix Report.

You may find that a Matrix Report is exactly what you need.  You can display items along the top (ie. like Departments) and items down the side (ie. like Clients).   Then each cell in the matrix will display the relevant value (in this example the cost or hours for each Department for each Client).

This report will also show a total for each column and a total for each row, as well as a grand total in the bottom right corner.

To make this report really powerful, you can also display traffic lights (in addition to values) in each cell and hyperlink each cell to show details.

All the rows, columns and totals can be formatted to show colours and fonts of your choice.

 

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