Matrixify

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What is Matrixify?

Matrixify transforms a single chart into a grid of multiple charts, making it easy to compare metrics across dimensions or view multiple metrics side-by-side. Matrixify creates a matrix layout where each cell shows a variation of your chart:

  • Different metrics - Compare sales, profit, and quantity side-by-side
  • Different dimension values - View data for each region, product category, or time period
  • Combinations of both - Show multiple metrics across different segments

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When to Use Matrixify

  • Comparative analysis - Compare metrics across regions, departments, or product lines
  • Trend analysis - View the same metric across different time periods or segments
  • Multi-metric dashboards - Display several KPIs in a compact layout
  • Small multiples - Create visualizations for pattern recognition

Getting Started

Step 1: Create Your Base Chart

Create and fully configure your chart (metrics, filters, colors, styling) before enabling Matrixify.

Step 2: Enable Matrixify

  1. Click the Matrixify tab at the top of the chart controls panel (next to Data and Customize)
  2. Toggle Enable matrixify to ON
  3. Configuration options will appear below

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Step 3: Configure Axes

Configure at least one axis (rows or columns). Each axis can be:

Metrics

Select multiple metrics (Sales, Profit, Quantity, etc.). Each metric generates a separate chart in the matrix.

Dimensions

Filter by dimension values. Choose a selection method:

  • Dimension members - Manually select specific values
  • Top N - Automatically select top values by a metric
  • All dimensions - Use all available values (limited to 25)

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Step 4: Customize Layout

  • Charts per row - Number of columns in your grid
  • Row height - Height of each chart in pixels (default: 300px)
  • Fit columns dynamically - Auto-adjust column widths
  • Cell title template - Customize titles with {{rowLabel}} and {{colLabel}}

Step 5: Update and View

Click Update chart to generate your matrix with:

  • Row labels on the left (if enabled)
  • Column headers at the top (if enabled)
  • Individual filtered charts in each cell

Turning Off Matrixify

  1. Go to the Matrixify tab
  2. Toggle Enable matrixify to OFF
  3. Click Update chart

Your chart will return to its original single-chart view without the matrix. Your Matrixify configuration is preserved for future use.

Using Matrixify on Dashboards

Adding Matrixify to Dashboards

  • Drag and drop like any other chart
  • Resize and position - The entire matrix acts as a single element
  • Layout adapts - Grid adjusts based on your "Charts per row" setting

Dashboard Filters

  • Filters apply to all cells in the matrix
  • All cells are filtered consistently for meaningful comparisons
  • Cross-filtering works the same as regular charts

Performance Tips

  • Keep matrices at 3-5 rows/columns
  • Use simpler chart types for large matrices
  • Monitor total Matrixify charts per dashboard

Configuration Examples

Example 1: Multiple Metrics

Configuration: Rows = Sales, Profit Margin, Order Count | Columns = Disabled
Result: Three charts stacked vertically

Example 2: Regional Analysis

Configuration: Rows = Region (all values) | Columns = Disabled
Result: One chart per region

Example 3: Full Matrix

Configuration: Rows = Product Category (Top 5) | Columns = Revenue, Profit, Units Sold
Result: 5x3 grid with 15 charts

Supported Charts

Matrixify works with most chart types:

  • Time series - Line, area, bar charts
  • Categorical - Bar, pie, funnel charts
  • Statistical - Box plots, histograms, bubble charts
  • Comparison - Big Number, gauge charts
  • Geographic - Map visualizations
  • Text - Word clouds, pivot tables

Not Supported

  • Table charts - Cannot be used with Matrixify

Tip: Simpler chart types work best in matrix layouts.

Best Practices

Keep It Readable

  • Limit to 3-5 rows and columns
  • Adjust row height for chart complexity
  • Use consistent scales across cells

Optimize Performance

  • Use appropriate row limits
  • Choose simple chart types for large matrices

Enhance Clarity

  • Customize cell titles
  • Toggle labels based on needs
  • Consider chart type for small formats

FAQ

What happens if I select too many dimension values?
"All dimensions" is limited to 25 values. For more, use "Top N" or manual selection.

Can I use the same dimension for rows and columns?
Yes, with different values or selection methods (e.g., Top 5 by sales vs. manually selected regions).

Can I export a matrix chart?
Yes, the entire matrix grid is included when downloading or exporting.