u/PerspectiveOk6743

I’m stuck on a Workday Matrix report and could use another set of eyes.

I’m building a Matrix report on Trended Workers to show high-performing terms by quarter. The attrition rate itself is working, but I’m having trouble with the count of terminated high performers.

The original count was overcounting because some terminated workers were showing 2–3 times in a month. I tested the logic in an Advanced report and figured out the count needed to only include rows where Record Type = Activity.

So I built this logic:

• Matrix summarization = Sum of Count of Terminated High Performer Event
• Count of Terminated High Performer Event = EE on Trended Workers
  • If Is Terminated High Performer Activity = True, return 1
  • Otherwise return 0
• Is Terminated High Performer Activity is a T/F and requires:
  • Record Type = Activity
  • Termination Count = 1
  • Is High Performer = True
• Is High Performer checks whether the worker’s last manager rating is >= 3.5
• The rating is coming through nested LRVs from Trended Workers → Worker → Last Completed Review → Overall Rating Value - Manager

In an Advanced report, the individual calc fields appear to return values correctly. But once I use the final count field in the Matrix report as a summarization field, it returns all 0s.

Has anyone seen this happen with Matrix reports on Trended Workers? I’m trying to figure out whether this is a calc issue, a Matrix report context issue, or something weird with the nested LRV/effective dating.