Creating a Crosstab Report in Visualizer

A crosstab report is a table made of multiple measures, attributes, and summaries. A crosstab can be thought of as a concatenation of related simpler tables, and is sometimes called a pivot table. When you provide a Visualizer crosstab report on a dashboard, you can sort on rows, columns, or summaries to see details.

The basics of creating and formatting a crosstab report are the same as that of a table. See Creating a Table in Visualizer.

Note: In Chart Settings, you can lock crosstab column and row headers by selecting Table Settings > Lock Column Headers and Table Settings > Lock Row Headers This is the default behavior.
  1. From Guided Mode select crosstab. The Chart Builder prompts you to select the minimum two attributes and one measure required for the report.
  2. Add measures and attributes to the table from the Subject Area. For example, Revenue and Gross Margin per Product Category by Year.
  3. Click the table icon to switch the summaries. Like it does for tables, Visualizer automatically adds summary and grand summary data.
  4. Switch measures between columns and rows.
  5. You can click the hyperlinked attributes to drill down and use the drill breadcrumbs to drill back.
  6. Click the downward arrow on an attribute to switch whether the parent header (column title) appears.
  7. For larger crosstab reports you can control the visibility of row and grand summaries.
  8. Click the sort icons to sort rows and columns by ascending or descending order.
  9. You can also sort an attribute by a measure. When there are multiple measures, Visualizer prompts you to select one.
  10. Click Save.

Click the Export As icon on the top menu bar to export a crosstab report as a PDF or export the data to Excel.

Use the crosstab report on a dashboard. See Adding a Visualizer Report to a Dashboard. You can also use Visualizer crosstab reports to:

  • Drill
  • Sort
  • Switch headers