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Matrix

The Matrix widget displays data in a customizable grid format, similar to an Excel pivot table.

Accessing the Matrix Builder​

  1. Navigate to a Una portal
  2. Log in using valid credentials
  3. Click Explorer in the top-left menu
  4. Expand the folders under In Development until you reach your target dashboard
  5. Open or create a dashboard
  6. Click Matrix Builder to begin

Creating and Configuring a Matrix​

Step 1: Adding a Dataset​

  1. Click the settings icon (visible when hovering over the matrix)
  2. Go to the Spaces tab
  3. Click the + to add a dataset
  4. Enter a valid name for the dataset
caution

Avoid names that are 1–3 letters followed by numbers (like ABC123)—this pattern is reserved.

Step 2: Defining the Query​

  1. Open the dataset settings
  2. Click Edit Query
  3. Drag and drop the required dimensions and measures
  4. Configure key values as needed (e.g., Scenario, Period)
note

You must define at least one axis or filter to avoid query errors.

Formatting Your Matrix​

Style Column Headers​

  1. In the Spaces tab, scroll to Column Headers
  2. Apply styles: background color, font weight, alignment, and text color
  3. A preview will reflect your changes

Format Cell Data​

  1. Scroll to the Data section in the Spaces tab
  2. Apply number formatting and visual styles
  3. Close the panel and save your dashboard
tip

Changes are visible immediately. Save to lock them in.

Editing Values​

  1. Click directly into the matrix cells to enter numerical values
  2. Avoid non-numerical characters (restricted)
  3. Click Save in the top-right to confirm changes
warning

Unsaved changes will be lost when navigating away.

Adding Columns and Formulas​

  1. Go to Spaces → + Column
  2. Name your column (avoid reserved patterns)
  3. Open the Template section
  4. Add cells:
    • First cell: set as column header
    • Second cell: add a formula (e.g., =SUM(...))

The cell order determines the display order—you can drag to rearrange.

Formula Reference

For a complete list of all supported formulas including custom functions like FINDCELL, FINDCELLIN, and DATEDIFF, see the Matrix Formulas Reference.

Duplicating Components​

  1. Right-click a dataset or column and choose Duplicate
  2. Reorder as needed in the panel
  3. Assign new names if necessary
  4. Set duplicates as Inline for visual alignment
note

Column formulas remain anchored to the original logic unless explicitly changed.

Adding Rows and Row Formulas​

  1. Click + Row in Spaces
  2. Name the row (avoid reserved patterns)
  3. Open Template, add two cells:
    • First cell: Row header
    • Second cell: Formula using @ for dynamic referencing (e.g., =SUM(@MyDataset))
  4. Set "Extends" parameters to define the reference scope
  5. Save and confirm layout reflects new row logic

Applying Rules and Conditional Formatting​

  1. Go to the Data section of a dataset
  2. Click Rules → Add Rule
  3. Configure formatting logic (e.g., {value} >= 10000)
  4. Duplicate or reorder rules as needed (last rule takes priority)

Conditional formatting is applied live as you define rules.

Using Dashboard Filters with a Matrix​

  1. Open the matrix and click Edit Query
  2. For each dimension (e.g., Scenario, Period), use:
    • Key: {Parameter.Scenario.0.Key} or {Parameter.Period.0.Key}
  3. Save your configuration
  4. Set the filter in the dashboard (e.g., Actual, 2024 Q1)
  5. The matrix will auto-update based on filter values

Saving and Finalizing​

Always click the Save button at the top-right of the dashboard after making changes. You will see a confirmation message when successful.