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Summary Reports - Creating a "heat map" or "matrix" Summary Report
Summary Reports - Creating a "heat map" or "matrix" Summary Report

This article explains how to create a “Heat Map” or “Matrix” summary view in ClearPoint.

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Written by Fernando Montenegro
Updated over a year ago

A Heat Map or Matrix summary view is a graphical representation that allows for the visualization of data across multiple periods using a grid of colored cells. Each cell in the grid represents the data or status of a specific variable for a particular period. Heat map or Matrix Summary view provide an effective way to quickly identify patterns and trends in complex data sets.


Create a Heat Map or Matrix summary view

  • Select Scorecards & Elements from the Control Panel

  • Choose Manage Reports

  • Open Measure Reports

  • Click the Plus icon

  • Under Report Name, enter the name of the newly created Measure Report, ‘On-Time flights’.

  • Select Standard Report as the Report Type

  • Navigate to the Columns tab

  • Click on Add Columns

  • Mark the checkboxes next to the Measures you wish to include in the report.

    • Make sure Series Status is included in your selection

  • Mark the checkbox next to Show Advanced Options

  • Locate the Series Status column

  • Use the Reporting Frequency dropdown menu to define a reporting frequency for the report. All reports will default to include “All Periods” unless specified here.

  • User Periods to Display to select the periods of data you would like to include. If you select an option that includes N, you will need to specify a number for N, which is the number of periods to display.

    • You can display a maximum of 16 periods of data using the Series Status field in a summary report.

    • If some of the measures included in your report are tracked on quarterly, annually, or any frequency less often than monthly, then you have the option to check the box to Hide Repeated under Series Display. This will hide repeated values that are the result of not having a new set of data every month.

  • Under Series Display select, Color, Icon, or None to determine how the status icon color will be displayed in the report.

    • Color is most commonly used in a heat map report, as it fills the whole data cell with the status color and right away allows viewers to see performance trends.

    • Icon will include just the status icon itself alongside each data point.

    • None will simply display the data, with no indication of status.

  • Once you are done with your changes, click Save

You will find your newly created Heat Map or Matrix summary report under Measure Reports

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