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Create Crosstab Dialog Box

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Create Crosstab Dialog Box

You can use the Create Crosstab dialog box to create a crosstab in a report. This topic describes the options in the dialog box.

Designer displays the Create Crosstab dialog box when you navigate to Insert > Crosstab, or drag the Crosstab icon Crosstab button from the Components panel into a report, and provides you with different options in the dialog box according to the type of the data resource you use for the crosstab: business view or query resource.

Create Crosstab Dialog Box - Business View Based

When you use the Create Crosstab dialog box for creating a crosstab using a business view, Designer displays the following screens in the dialog box:

Designer displays these buttons in all the screens:

Back

Select to go back to the previous screen.

Next

Select to go to the next screen.

Finish

Select to finish your work and close the dialog box.

Cancel

Select to close the dialog box without saving any changes.

Help

Select to view information about the dialog box.

Data Screen

Use this screen to specify the dataset for the crosstab.

Create Crosstab - Data

Business view box

This box lists the predefined business views in the current catalog. Select one and Designer automatically creates a dataset based on it for the crosstab.

  • This image notes any new content for version 19 of the product. For more information please see the Release Notes or What's New topics.<New Business View...>
    Select to create a business view in the catalog using the Business View Editor dialog box. Designer does not display this option when you use the dialog box in a library component.

This image notes any new content for version 19 of the product. For more information please see the Release Notes or What's New topics.More Options/Less Options

Select to show or hide the options for specifying the dataset you want to use. Designer does not display this pair of buttons when you use the dialog box in a library component.

  • New Dataset
    Select to create a dataset based on a business view in the current catalog.
  • Existing Dataset
    Select to use a dataset from the ones that you have created in the current report.
  • Current Dataset
    Designer enables this option when the parent object where you have specified to insert the crosstab already applies a dataset. Select it if you want the crosstab to inherit the dataset from its parent.

This image notes any new content for version 19 of the product. For more information please see the Release Notes or What's New topics.Edit

Select to edit the specified business view in the Business View Editor dialog box or dataset in the Dataset Editor dialog box. Designer does not display this button when you use the dialog box in a library component.

Display Screen

Use this screen to specify the column, row, and aggregate fields to display in the crosstab.

Create Crosstab - Display

Title

Specify the title of the crosstab.

Resources

This box lists the available data fields that you can use to create the crosstab.

Add Columns buttonAdd Column button

Select to add the specified field in the Resources box to display on the column header of the crosstab.

Add Rows buttonAdd Row button

Select to add the specified field in the Resources box to display on the row header of the crosstab.

Add Summaries buttonAdd Summary button

Select to add the specified field in the Resources box to create aggregations in the crosstab.

Columns/Rows

  • Field
    This column shows the fields that you add on the column/row headers of the crosstab.
  • Label
    This column shows the labels for the column/row headers. By default, Designer does not add labels for the column/row headers. You can double-click the text boxes to edit the labels, or select the Auto Map Field Name checkboxes in the text boxes to apply the display names of the fields and map the labels to the dynamic display names of the fields at runtime if the Server administrator defines them.
  • Color
    This column shows the background colors that you select for the fields. Double-click in the text box and select the color from the drop-down list.
  • Sort buttonSort button
    Select a field and select the button to specify the order to sort values of the field, ascending or descending.

Summaries

  • Field
    This column shows the fields that you add as aggregate fields to create aggregations in the crosstab.
  • Aggregate
    This column shows the aggregate functions that you select for the aggregate fields to calculate data.
  • Distinct On
    Designer enables this option and you should set it when you select DistinctSum as the aggregate function. Select the ellipsis Ellipsis button to select the fields according to whose unique values to calculate DistinctSum in the Select Fields dialog box.
  • Label
    This column shows the labels for the aggregations. By default, Designer does not add labels for the aggregations. You can double-click the text boxes to edit the labels, or select the Auto Map Field Name checkboxes in the text boxes to apply the display names of the fields and map the labels to the dynamic display names of the fields at runtime if the Server administrator defines them.
  • Comparison Function
    Select to open the Comparison Function dialog box to add a comparison function for the selected aggregate field.

Move Up buttonMove Up button

Select to move the specified field higher in the display order.

Move Down buttonMove Down button

Select to move the specified field lower in the display order.

Trash Can buttonRemove button

Select to delete the specified field from the crosstab.

Dataset Filter Screen

Use this screen to filter the dataset the crosstab applies.

Designer displays the same options in the Dataset Filter screen as those in the Edit Dataset Filter dialog box.

Create Crosstab - Filter

Layout Screen

Use this screen to specify the layout of the crosstab. For more information about the layout settings, see Customizing the Layout of a Crosstab.

Create Crosstab - Layout

Style Screen

Use this screen to specify the style of the crosstab.

Create Crosstab - Style

Style

This box lists the styles you can apply. Select the style for the crosstab.

Preview

This box displays a diagram illustrating the effect of the selected style on the crosstab.

Inherit Style

Designer displays this option and selects it by default when you have specified to insert the crosstab into a banded object. Clear it if you do not want the crosstab to inherit the style of its parent.

Create Crosstab Dialog Box - Query Based

When you use the Create Crosstab dialog box for creating a crosstab using a query resource, Designer displays the following screens in the dialog box:

Designer displays these buttons in all the screens:

Back

Select to go back to the previous screen.

Next

Select to go to the next screen.

Finish

Select to finish your work and close the dialog box.

Cancel

Select to close the dialog box without saving any changes.

Help

Select to view information about the dialog box.

Data Screen

Use this screen to specify the dataset for the crosstab.

Create Crosstab - Data

Data resource box

This box lists the predefined data resources in the current catalog. Select one and Designer automatically creates a dataset based on it for the crosstab.

  • <New XXX...>/<Add XXX...>
    Select to create or add a data resource of the same type in the catalog.

More Options/Less Options

Select to show or hide the options for specifying the dataset you want to use.

  • New Dataset
    Select to create a dataset based on a data resource in the current catalog.
  • Existing Dataset
    Select to use a dataset from the ones that you have created in the current report.
  • Current Dataset
    Designer enables this option when the parent object where you have specified to insert the crosstab already applies a dataset. Select it if you want the crosstab to inherit the dataset from its parent.

Edit

Select to edit the specified query in the Query Editor dialog box or dataset in the Dataset Editor dialog box.

Display Screen

Use this screen to specify the column, row, and aggregate fields to display in the crosstab.

Create Crosstab - Display

Resources

This box lists the available data fields that you can use to create the crosstab.

Add Columns buttonAdd Column button

Select to add the specified field in the Resources box to display on the column header of the crosstab.

Add Rows buttonAdd Row button

Select to add the specified field in the Resources box to display on the row header of the crosstab.

Add Summaries buttonAdd Summary button

Select to add the specified field in the Resources box on which to create aggregations in the crosstab.

Columns/Rows

  • Field
    This column shows the fields that you add to display on the column/row headers of the crosstab.
  • Label
    This column shows the labels for the column/row headers. By default, Designer does not add labels for the column/row headers. You can double-click the text boxes to edit the labels.
  • Color
    This column shows the background colors that you select for the fields. Double-click in the text box and select the color from the drop-down list.
  • Sort buttonSort button
    Select a field and select the button to specify the order to sort values of the field, ascending or descending.
  • Add buttonAdd Compound Group button
    Select to add a compound column/row group.

Summaries

  • Field
    This column shows the fields that you add as aggregate fields to create aggregations in the crosstab.
  • Aggregate
    This column shows the aggregate functions that you select for the aggregate fields to calculate data.
  • Distinct On
    Designer enables this option and you should set it when you select DistinctSum as the aggregate function. Select the ellipsis Ellipsis button to select the fields according to whose unique values to calculate DistinctSum in the Select Fields dialog box.
  • Label
    This column shows the labels for the aggregations. By default, Designer does not add labels for the aggregations. You can double-click the text boxes to edit the labels.
  • Comparison Function
    Select to open the Comparison Function dialog box to add a comparison function for the selected aggregate field.

Move Up buttonMove Up button

Select to move the specified field or compound group higher in the display order. For fields in a compound group, you can change their order within the current group only.

Move Down buttonMove Down button

Select to move the specified field or compound group lower in the display order. For fields in a compound group, you can change their order within the current group only.

Trash Can buttonRemove button

Select to delete the specified field or compound group from the crosstab.

Filter Screen

Use this screen to narrow down the data to display in the crosstab.

Designer displays the same options in the Filter screen as those in the Edit Filter dialog box.

Create Crosstab - Filter

Layout Screen

Use this screen to specify the layout of the crosstab. For more information about the layout settings, see Customizing the Layout of a Crosstab.

Create Crosstab - Layout

Style Screen

Use this screen to specify the style of the crosstab.

Create Crosstab - Style

Style

This box lists the styles you can apply. Select the style for the crosstab.

Preview

This box displays a diagram illustrating the effect of the selected style on the crosstab.

Inherit Style

Designer displays this option and selects it by default when you have specified to insert the crosstab into a banded object. Clear it if you do not want the crosstab to inherit the style of its parent.

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