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Crosstab Wizard Properties

This topic describes how you can use Crosstab Wizard to change data of a crosstab.

Server displays the wizard when you do one of the following:

  • Select a crosstab, then select Menu > Edit > Wizard.
  • Select a crosstab, then select the Crosstab Wizard button Crosstab Wizard button on the visualization toolbar.
  • Right-click the icon Drag icon of a crosstab and select Crosstab Wizard from the shortcut menu.

This topic contains the following sections:

You see these elements on both tabs:

Crosstab Title

Specify a title for the crosstab.

Font button Font button

Select the button, and Server displays the following dialog box for you to edit the font properties of the crosstab title:

  • Font
    Select the font face of the title.
  • Font Style
    Select the font style of the title: regular, bold, italic, or bold italic.
  • Size
    Specify the font size of the title.
  • Align
    Specify the position of the title to be left, right, center, or justify.
  • Font Color
    Specify the font color of the title.

    To change the color, select the color indicator. Server displays the color palette. Select a color, or select More Colors to access the Color Picker dialog box in which you can specify a color within a wider range. You can also type a hexadecimal RGB value to specify a color, for example, #9933ff.

  • Background Color
    Specify the background color of the title.
  • OK
    Select to apply any changes you made here and close the dialog box.
  • Cancel
    Select to close the dialog box without saving any changes.

Data Source

Server displays the dataset that the crosstab uses.

Filter

Select to open the Edit Dataset Filter dialog box to specify the filter which you want to apply to the dataset.

OK

Select to apply any changes you made here and exit the wizard.

Cancel

Select to close the wizard without saving any changes.

Help button Help button

Select to view information about the wizard.

Close button Close button

Select to close the wizard without saving any changes.

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Data Tab Properties

Specify the column, row, and aggregate fields to display in the crosstab.

Crosstab Wizard - Data tab

Resources

Server displays the view elements in the selected business view or dataset.

  • Sort button Sort button

    Select an order for sorting the resources in the business view. The order applies to all the resource trees where you see the business view in Web Report Studio.

    The order can be one of the following:

    • Predefined Order
      Select if you want to sort the resources in the order as in the Business View Editor of Designer.
    • Resource Types
      Select if you want to sort the resources by the resource type. Namely, category objects come first, then group objects, then aggregation objects, and at last detail objects.
    • Alphabetical Order
      Select if you want to sort the resources in alphabetical order. Report sorts the resources that are not in any category first, and then the categories. It also sorts the resources in each category alphabetically.
  • Search button Search button
    Select to launch the search bar to search for view elements.
  • See the following properties in the search bar:

    Quick Search Toolbar

    • Text box
      Type the text you want to search in the text box. Server lists the values that contain the matched text.
    • Close button Close button
      Select to close the search bar.
    • Search Options More Options button
      Select the button and Server displays more search options.
      • Highlight All
        Select if you want to highlight all matched text.
      • Match Case
        Select if you want to search for text that meets the case of the typed text.
      • Match Whole Word
        Select if you want to search for text that looks the same as the typed text.
    • Previous Text Previous button
      Select to go to the previous matched text when you have selected Highlight All.
    • Next Text Next button
      Select to go to the next matched text when you have selected Highlight All.

Columns/Rows

Specify the column/row fields to display in the crosstab.

  • Field
    Server lists the group objects that will display in the columns/rows of the crosstab.
  • Label
    Specify the text of the labels for the column/row headers. You can select a text box to edit the label, or select the Auto Map Field Name checkbox beside the text box to automatically map the label to the dynamic display name of the object.
  • Sort
    Specify the sort order of the group objects.

Summaries

Specify the aggregate fields to display in the crosstab.

  • Field
    Server lists the aggregation/detail objects that you select to create summaries.
  • Label
    Specify the text of the labels for the summaries. You can select a text box to edit the label, or select the Auto Map Field Name checkbox beside the text box to automatically map the label to the dynamic display name of the object.
  • Aggregate
    Specify the functions for summarizing data of the detail objects.
  • Distinct On
    Server enables this property when you select DistinctSum as the aggregate function, and you should set it. Select the ellipsis button Choose button, and then in the Select Fields dialog box select the fields according to whose unique values you want to calculate the DistinctSum function.
  • Comparison Function
    Select to open the Comparison Function dialog box to add a comparison function as an aggregate for the crosstab.

Add Item button Add Column button

Select to add the selected group object Group Object to display in the columns of the crosstab.

Add Row button

Select to add the selected group object Group Object to display in the rows of the crosstab.

Add Summary button

Select to add the selected aggregation object Aggregation Object or detail object Detail Object to be the summary field of the crosstab.

Move Up buttonMove Up button

Select to move the selected item higher in the list.

Move Down buttonMove Down button

Select to move the selected item lower in the list.

Delete button Remove button

Select to remove the selected resource.

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Layout Tab Properties

Specify the layout of the crosstab.

Crosstab Wizard -  Layout tab

Aggregate

Specify the layout of the aggregate fields.

  • Vertical Layout
    Select to arrange the aggregate fields vertically.
    • Number of Rows
      Specify the number of rows to hold the aggregate fields in the crosstab. By default, it is -1 which means that Server places each aggregate field in a row so that the aggregate fields are in one column vertically. Server treats a number equal to or larger than the number of aggregate fields in the crosstab as -1. If you set the number of rows (3 for example) less than the number of aggregate fields (6 for example), there will be 3 rows to hold the 6 fields with each row containing 2 fields.
  • Horizontal Layout
    Select to arrange the aggregate fields horizontally. When you have multiple aggregate fields in the crosstab, using horizontal layout can make the report more readable.
    • Number of Columns
      Specify the number of columns to hold the aggregate fields in the crosstab. By default, it is -1 which means that Server places each aggregate field in a column so that the aggregate fields are in one row horizontally. Server treats a number equal to or larger than the number of aggregate fields in the crosstab as -1. If you set the number of columns (3 for example) less than the number of aggregate fields (6 for example), there will be 3 columns to hold the 6 fields with each column containing 2 fields.

Suppress Row Grand Totals

Select to show the grand total row in the crosstab.

Suppress Column Grand Totals

Select to show the grand total column in the crosstab.

Suppress Row Subtotals

Select to show the subtotals of the row fields in the crosstab. You can select the ellipsis button Choose button to customize which subtotals of the row fields you want to suppress and which you want to show, in the Suppress Row Subtotals dialog box.

Suppress Column Subtotals

Select to show the subtotals of the column fields in the crosstab. You can select the ellipsis button Choose button to customize which subtotals of the column fields you want to suppress and which you want to show, in the Suppress Column Subtotals dialog box.

Column Totals On

Specify the position of subtotal and grand total columns on the left or right of the detail aggregations.

Row Totals On

Specify the position of subtotal and grand total rows on the top or bottom of the detail aggregations.

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