Maintaining the Matrix Grid XML

The Matrix Grid Report XML is found in Provisioning and controls the icons displayed on both Matrix Grid Reports. You can also select the icons used on these reports in the Admin Center as discussed in the Configuring Icons in the Admin Center lesson.

Two important facts to note:

• Both the Performance & Potential matrix and How Vs. What matrix share the same configuration.
• You must use the Matrix Grid Report XML as well as Admin Center to configure the icon for Retirement Eligibility.

The matrix classifier XML in Provisioning is used to set up the icons used to represent different data attributes on the matrix grid reports. If an element, like Risk of Loss, is in the data model and already in the matrix classifier XML, then the element and its associated icons can be added to the Matrix Grid Reports via Admin Center.

If an element is not yet available in the Admin Center, then you must add it to the XML. You can edit the XML portion of setting up the matrix grid icons directly in Provisioning. It is not exported and imported. The actual icon configuration is then done via the Admin Center after you've edited the XML (see the Configuring Icons in the Admin Center lesson.)

To edit the Matrix Grid XML, navigate to Edit Matrix Classifier Configuration in Provisioning.

A sample code for the element Risk of Loss is shown below:

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</Category>
   <Category id="riskOfLoss" name="Risk of Loss">
     <Level id="riskOfLoss01">
       <ExactEvaluator value="7"/>
       <Icon alt="RoL-Low" title="Low" url="/ui/sm/img/org_icons/sap_ui5_icon_RiskOfLoss01_low.png">
         <label lang="de_DE" value="Gering"/>
         <label lang="en_US" value="Low"/>
       </Icon>
     </Level>
     <Level id="riskOfLoss02">
       <ExactEvaluator value="8"/>
       <Icon alt="RoL-Medium" title="Medium" url="/ui/sm/img/org_icons/sap_ui5_icon_RiskOfLoss01_medium.png">
         <label lang="de_DE" value="Mittel"/>
         <label lang="en_US" value="Medium"/>
       </Icon>
     </Level>
     <Level id="riskOfLoss03">
       <ExactEvaluator value="9"/>
       <Icon alt="RoL-High" title="High" url="/ui/sm/img/org_icons/sap_ui5_icon_RiskOfLoss01_high.png">
         <label lang="de_DE" value="Hoch"/>
         <label lang="en_US" value="High"/>
       </Icon>
     </Level>
   </Category>

The following attribute tags are used in the Matrix Classifier XML:

By default, the Matrix Grid Reports have the fields Department, Division, and Location available as filter options. You can also add other fields as custom filters to allow for more granular filter options in the report. You can enable fields to be used as filter fields for the Matrix Grid Reports via the Data Model XML.

To configure a field for the matrix report filter, do the following steps:

1. In Provisioning, navigate to Import/Export Data Model.
2. Select your company name.
3. Select Import/Export Data Model under Succession Management.
4. Export the data model and open it in your XML editor.
5. Set matrix-filter to true for the standard-element definition of relevant fields, for example:
   Code Snippet

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   <standard-element id="city" max-length="128" required="true" matrix-filter="true">
   

   Confirm that the element is registered in <view-template id="sysUserDirectorySetting"> / <edit-template id="sysAllUserDirectorySetting">. For example:

   Code Snippet

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   <view-template id="sysUserDirectorySetting" pdf-printing-enabled="true">
    <label>User Directory Setting</label>
    <edit-template id="sysAllUserDirectorySetting">
    <label>User Directory Setting(Entire Ordered List)</label>
    <standard-element-ref refid="city"/>
    </edit-template></view-template>

6. Import the Data Model XML back into Provisioning.

There are three kinds of filters that are supported in matrix grid reports: default filters, custom filters, and other standard fields.