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Add the feature back in that allows the user to "up" the dollars by a given/designated percentage.

Please add the feature back in that allows the user to "up" the dollars by a given/designated percentage. We relied heavily on this report, could process it with one click as a favorite, and now that it's gone it takes a lot longer to reproduce with Excel. We really miss it! Thank you.

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Tanya McGill Freeman shared this idea  ·   ·  Report…  ·  Admin →
declined  ·  AdminRyan Moore (Product Owner, Matrix) responded  · 

We’ve taken a hard look at this request and unfortunately do not feel that it embodies the spirit of Matrix in our effort to provide accurate, analytical information.

That being said, reports like the Multi-Year Sales History report can easily be manipulated within Excel just as the original requester noted. With new and upcoming changes like searching for specific accounts and filtering by categories, it should be much easier to create a custom export of this in which you can increase the spending of said accounts.

I would be happy to take the time to show anyone who voted for this feature how to manipulate their Excel exports in order to get the information that you are looking for.

Thank you for your feedback. I hope this does not discourage you from creating/voting on additional feedback in the future.

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  • AdminRyan Moore (Product Owner, Matrix) commented  ·   ·  Report

    In order to do this manually, export the Multi-Year Sales History report.

    In Excel, place the value you want to increase the report by as a percentage in any empty cell. (ex: if i want to increase a value by 25%, I will place 125% into an empty cell)

    Copy this value (in my example, I will copy the cell containing 125%)

    Highlight each cell that you wish to increase by 25%, and then right click on the first one and choose "Paste Special"

    From the dialog that pops up, choose "Values" from the Paste options and then choose "Multiply" from the Operation options

    Click OK. You should now see each cell you highlighted will be increased by 25%

    Hopefully this helps you get by while we look into the capabilities of doing a report like this for you.

    Thanks for the feedback!

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