CrossTab Reports

The CrossTab Report wizard is an interactive tool which will walk through the process of creating a new CrossTab Report. All of the settings in the 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 CrossTab Report wizard has four subsections: Name, Categories, Filters, and Layout. The Name, Categories, and Layout sections must be completed in order to create a CrossTab Report

 

Name Section

In the Name section, 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. The following special characters may not be used: ? : / \ * " < >

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 of a folder that is read-only ().

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Categories Section

In the Categories section, select the Data Categories that you would like to have access to on the report. It is important to understand the difference between Data Categories and Data Fields.

Data Category:

A Data Category is a data object that has several attributes. For example, 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. For example, Students.ID is the numeric value that identifies a specific student.

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 The following actions may be preformed within the Categories section:

 

Filters Section

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

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A date filter applied to output data from the years 2015 to 2016

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

The following actions may be performed within the Filters section:

Layout Section

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

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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.

The following actions may be performed on Row Headers:

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 MonthName({Orders.OrderDate}) to provide columns for each month grouped by year.

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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 icon.generaloptions.png Options button. Using this menu, you can adjust the following settings:

General

Grand Total Row

Grand Total Column

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Preview

At the bottom of the Layout section, a preview will display how the CrossTab will appear based on the fields that have been added.

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A preview layout of the steps applied above

Finally, clicking the Finish button will create the report and open the CrossTab Report designer.

 

CrossTab Report Designer

Upon entering the CrossTab Report designer, the CrossTab Report that was created will appear in the Report Footer of report:

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To edit the CrossTab Report after its creation, right-click the report and click Edit CrossTab or double-click anywhere within the report. This will open the CrossTab Data Designer window.

The CrossTab Report designer offers all of the functionality as the Advanced Report designer, including:

However, some of these features, namely visualizations and formulas, may not be added to the CrossTab Report itself, and must be added to another section of the report. If one of these items is added to the CrossTab Report, the following message will appear:

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CrossTab Report Formatting

CrossTab Reports often contain a large amount of information, and, as such, may appear cluttered if they are not properly formatted. The following list contains formatting recommendations to help avoid overwhelming reports: