CrossTab Reports

CrossTab Wizard

The New CrossTab Wizard is an interactive tool which will walk through the process of creating a new CrossTab report. All of the settings in the New CrossTab Report Wizard can be modified in the Report Designer after the report is created.

To navigate the wizard, either click the desired tab or use the buttons at the bottom.

 

The New CrossTab Report Wizard has four sub tabs. The Name, Categories, and Layout tabs must be completed while the other tabs are optional.

 

Name Tab

In the Name Tab, enter a report name and click on the Folder where the report will be saved.

The report name can be up to 255 characters long. Avoid special characters such as ? : / \ * “ < >.

A report’s description appears at the bottom of the Main Menu when it is selected. The description text may also be used to search for a report.

NOTE. You cannot create a report inside a folder that is read-only ().

 

 

Categories Tab

In the Categories Tab, select the Data Categories that you would like to have access to on the report. It is important to understand two terms: Data Category and Data Field.

 

Data Category

A Data Category is a data object that has several attributes. E.g., Students is a category; each student has an ID, a major, an advisor, etc.

 

Data Field

A Data Field is a single attribute within a category. E.g., Students.ID is the numeric value that identifies a specific student.

 

 

Filters Tab

In the Filters Tab, create statements to filter the data at runtime.

 

There is no limit to the number of filters that can be defined. Filters can be numeric (up to eight decimals) or alphanumeric.

Layout Tab

In the Layout Tab, design the CrossTab by moving Data Fields into the Row Header, Column Header, and Tabulation Data panels.

 

Row Headers

Row Headers expand a CrossTab vertically. A CrossTab has a row for each unique value of a Row Header. For example, if you were using sales data, you may have the Row Headers Category.CategoryName and Products.ProductName to provide rows for each product grouped by category (see image below).

NOTE. If there is more than one Row Header, the Header Options Menu for the topmost Row Header will have Options for subtotals of Tabulation Data.

 

Column Headers

Column Headers expand a CrossTab horizontally. A CrossTab has a column for each unique value of a Column Header. For example, if you were using sales data you may have the Column Headers Year({Order.OrderDate}) and Month({Orders.OrderDate}) to provide columns for each month grouped by year (see the image below).

 

NOTE. If there is more than one Column Header the Header Options Menu for the topmost Column Header will have Options for subtotals of Tabulation Data.

 

Tabulation Data

Tabulation Data provides information when data exists for both the Column Header and Row Header values. For example, if you have a Row Header on products and a Column Header on the month, then Tabulation Data of Orders.OrderID may use the Count function to display how many orders contained each product each month.

 

CrossTab Themes

The Theme dropdown can be used to quickly style the CrossTab using a predefined theme. Further styling can be done in the Report Designer.

 

CrossTab Options

Settings that affect the entire CrossTab are controlled in the CrossTab Options Menu. Open the CrossTab Options Menu by clicking the Options button (). Using this menu, you can adjust the following settings:

 

General

 

Grand Total Row

Grand Total Column

 

Preview

At the bottom of the Layout Tab, a preview will display how the Crosstab will appear based on the fields that have been added.  You can increase the size of the preview or hide it altogether by dragging the top of the preview box.