Creating a “heat map” or “matrix” summary report | ClearPoint Strategy

Creating a “heat map” or “matrix” summary report

This article explains how to create a “heat map” or “matrix” summary view, which allows you to display data from multiple periods along with their color status for each period.

Click the Measures dropdown menu, and select Manage Measure Reports.

Click the plus icon to add a new measures summary report. A new window will appear. Give the report a name, and make sure that Report Type is set to Standard Layout. Navigate to the Columns tab. Select columns for the summary report, making sure that Series Status is among them.

Check the box for Advanced Options. For 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.

Next, you can use the dropdown menu under 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.

Note: 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. Select Color, Icon, or None under the Series Display dropdown menu to determine how the status icon color will be displayed in the report.

Note: 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.