Index

Cross-tab

Cross-tab is an object that summarizes data and presents the summaries in a compact row and column format.
See also: User's Guide | Developing Reports with Report Wizard | CrossTab

Inserting a Cross-tab

To create a cross-tab, please follow the steps below:

  1. Insert a cross-tab using either of the following ways:
    • Editor Toolbar
      Click on the Insert Crosstab button.
    • Menu
      On the Insert menu, click Crosstab.

    Then the Cross Tab dialog appears.

  2. In the Fields panel, it lists the query used by the report and the available formulas for the cross-tab. Select fields from the Fields panel and click the buttons in the middle of the dialog to add the selected fields to the Columns, Rows and the Aggregations panel respectively. Click the button to exchange the fields in the Columns and Rows panel.
  3. Click and on the top of each panel to change the order of the highlighted fields.
    Click on the top of each panel to delete the highlighted fields.
  4. In the Columns and Rows panel, select a field, click the Direction column of the selected field, and then choose a sort type from the drop-down list for the field; click the Color column of the selected field, and then choose a color form the drop-down list to set the background color for the selected field.
  5. In the Aggregations panel, select a field, click the Aggregation column, and then choose a function from the drop-down list for the selected field. In the Label column, you can type in some strings to indicate the meaning of the function and you can modify the properties of the label in Report Inspector.
  6. Besides the totals of the rows and columns, you can also add new calculations to the cross-tab. Select an aggregation in the Aggregations panel, click the button on the top of this panel, and the Special Aggregation dialog appears. For detailed information about the special aggregation, please see the next part of this section: Adding Special Aggregation to a Cross-Tab.
  7. In the Orientation panel, you can specify the layout of the aggregation field and specify the number of rows/columns to be displayed (the value is -1 by default which means all the rows/columns will be displayed).
  8. The Row Total on Top and Column Total on Left options allow you to specify where to display Totals. And you can specify to repeat the column heading on every page by checking Repeat Row Header, and specify to keep the column heading together with data by checking Avoid Orphan Header.

Note: The adding, removing, and ordering operations above can also be completed by dragging and dropping.

Reference Note: User Reference | Reporting Features | Cross-Tab

Adding Special Aggregations to a Cross-Tab

Special Aggregation refers to calculations of percentage, permillage or difference between

To define a special aggregation, please do as below,

  1. On the Cross Tab dialog, select an aggregation field in the Aggregations panel and then click the button on the top of this panel. The Special Aggregation dialog appears.

  2. Specifies a position for the special aggregation. Options are as follows:

    Row - The special aggregation will be placed into the row total cell of the cross-tab.
    Column - The special aggregation will be placed into the column total cell of the cross-tab.
    Aggregate - The special aggregation will be placed into the aggregation field cell of the cross-tab.

    Position Available Calculations
    Row Row sub-total and grand total
    Row sub-total of inner group and row sub-total of outer group
    Column

    Column sub-total and grand total
    Column sub-total of inner group and column sub-total of outer group

    Aggregate Value of aggregation field and column sub-total
    Value of aggregation field and row sub-total
    Value of aggregation field and grand total
    Note: The Break By option is disabled in this case.
  3. Items on the Break By drop-down list will be varied according to the position of the special aggregation. It specifies the first number (sub-total) that will be used in the calculation.
  4. Numbers that form the calculation of the special aggregation are determined by the Break By option and the Refer to option. All the available items are displayed on the Refer to drop-down list according to the item you selected in the Break By option. Select one as the other number of the calculation.
  5. From the Function drop-down list, select a type of function. Options are as follows: Percentage, Permillage, or Difference.
  6. Click Ok when you finish to define a special aggregation and you can see that a new field is added to the Aggregations panel below the aggregation field you selected in step 1.
  7. View the report, you will get the values of the special aggregation.

Text

Like a word processor, a Text object is an object that holds text (a single character, a single word, entire sentences, or an entire letter). In addition, a Text object can hold database fields and formula fields as well.

Inserting a Text Object

Using either of the following ways to insert a Text Object in a report:

Then drag your mouse cursor to the design area and a text box will be attached to it. Move and click the text box into the position where you want to insert the text.

Editing a Text Object

Double click on any text box. The following editing window appears:




Set the tab stop by clicking on the tab stop icon until you see the specific tab you want. Then click the ruler to set the tab stop.

Use the blank area to type the text as you desire. Click the mouse cursor anywhere outside of the editing window to finish the work.

Moving Text Object

Click on the text object to highlight it. Place your mouse cursor on the text so that a cross-icon appears. Click and drag the text box to the position where you would like to move the text object.

Inserting DB Fields into a Text Object

Double click on the text object. After the editing window appears, click the Insert DBField button on the toolbar or on the Insert menu, click DBField. Select the field to be inserted from the Insert DBField dialog, and click Insert. Then drag your mouse cursor to the design area with a box attached to the cursor. Move and click the box into the desired position in the editing window to insert the DBField you just selected.

Editing Properties of a Text Object

To edit the properties of a text object, right click the text object. On the pop-up menu, select Properties. You can see the text object you selected is highlighted in Report Inspector. Then change the properties such as geometry, color etc.

Reference Notes: User Reference | Reporting Features | Text Object

Index