TallyPrime Matrix Magic Addon

An analysis tool for management to have a 3 dimensional view reporting based on the data in Tally. The tool is capable of generating matrix reports based on fields (standard & user-defined) in vouchers. Facilities for creating user-defined fields in vouchers with pop ups and create MIS reports based on the same. Use a matrix to display data and summary information. You can group data by fields in row and column groups.

Matrix Magic provides functionality similar to crosstabs and pivot tables. The tool can be used to generate a matrix which grows horizontally and vertically on the page. Values in matrix cells display aggregate values (like quantity, amount, margins or any user defined value field) scoped to the intersection of the row and column groups to which the cell belongs.

Salient Features

  • Entire tool in Tally. No external software required
  • Facility to create own fields and enable it in vouchers. The same can be used as business objects in generating matrix reports with any other internal business objects or other user defined business objects
  • Create and save your own report templates
  • Filters for business objects while reporting
  • Create reports using only certain voucher sub type
  • Categorizing /grouping Business objects and construct Reports on the same
  • Comparing business objects over various periods
  • Reports on non financial transactions (Memo vouchers)

Examples

  • Eg Salesman V/s Stock item quantity sales report. Create a matrix report with dimension ”Salesman” in the row & dimension “Stock Item” in the columns. The third dimension is the value you need to display in the matrix cell. Let it be the “quantity”.
  • Eg Business Type V/s Region sales amount report. Create a matrix report with rows as “Type of Business” & column as “Regions”. The figures required in the matrix cell can be sales figure (quantity or amount or both). You can generate the report from sales invoices or sales order. Both can give different report as “not all sales order are converted into sales invoice”.
Enquiry

Tally Add-Ons / Modules

Frequently Asked Questions

Matrix Magic is an add-on that helps you create multi-dimensional reports inside Tally. It allows you to analyse your business data using rows, columns, and values - similar to a pivot table - so you can view performance from different angles without exporting to Excel.

The add-on makes it easier to compare items, customers, regions, salespeople, periods, and other key parameters in one report. It generates 3D matrix-style views that highlight trends, variations, and performance insights that regular Tally reports cannot show.

Yes. Matrix Magic allows you to add your own custom fields in vouchers and use them as dimensions in your reports. This is useful when your business needs to track extra information such as salesman, region, business type, model, or category.

You can build any report that compares two dimensions with a value field. Examples include Salesman vs Stock Item, Business Type vs Region, Sales Order vs Invoice, period comparisons, and other MIS reports. If the data exists in Tally, Matrix Magic can display it in a matrix format.

Yes. You can create and save your own matrix templates, making it easy to generate regular MIS reports without reconfiguring the layout each time. This is especially useful for businesses that track the same performance parameters frequently.

No. Matrix Magic works entirely inside TallyPrime. There is no need for Excel, third-party plugins, or external reporting tools. All matrix reports, custom fields, filters, and templates are managed directly within Tally.

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