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Wiki source code of 03c. Crosstab

Last modified by Jeff Nicholson on 06/11/2025, 14:24
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1 {{box cssClass="floatinginfobox" title="**Contents**"}}
2 {{toc/}}
3 {{/box}}
4
5 Crosstabs provide users with the tools to nest multiple fields as rows or columns, select multiple measures and calculations, apply traffic lighting and field formatting on any data and produce tables of results. [[Charts >>doc:.2ci\. Charting.WebHome]]are easily added alongside Crosstabs by selecting from a range of pre-defined chart types.
6
7 To access the Crosstab functionality, click **Crosstab** at the top of the screen.
8
9 There are six tabs to navigate when creating a Crosstab: **Axes**, **Totals**, **Layout**, **Drill**, **Charting** and **Run Report**.
10
11 To discard any changes and start again, click **New Crosstab** at the top of the screen.
12
13 As options are selected, a preview of the Crosstab is generated at the bottom of the screen.
14
15 = Axes =
16
17 In this tab, the fields for the rows and columns can be selected.
18
19 Use the drop-down list to select fields below the **Available Rows** and **Available Columns** headings to populate the Crosstab. All fields made available by the system administrator in the currently loaded Index are available.
20
21 To use a saved [[Query>>doc:Technical Documentation.CXAIR.User Guide.02\. Reporting.2a\. Query.WebHome]] as a row or column, click the **Saved** option at the bottom of the drop-down list. Click **…** next to the **Saved** field then **Select Reports** to choose a [[Query>>doc:Technical Documentation.CXAIR.User Guide.02\. Reporting.2a\. Query.WebHome]]. Check the box next to the desired queries to import and click the **Selected Reports** tab to review the selections. Untick any that are not required and click **Add to Crosstab** to import the checked reports.
22
23 To delete all selections for a row or column click **None** next to the drop-down list. To remove individual fields, click the **X** icon next to the relevant field.
24
25 Adding two or more row or column entries allows multiple fields to be nested into a single Crosstab. Selected entries can be ordered by dragging the entries into the required order, and the underlying data can be sorted by clicking the **Arrow** icon. The fields are sorted in ascending order when the arrow points upwards, and are sorted in descending order when pointing downwards.
26
27 Click the **Visibility** icon to hide an axis level from the report. The underlying logic will still be applied in the table as only the heading values are removed.
28
29 == Rows/Columns Settings ==
30
31 Click the **Cog** icon to open the corresponding **Row Settings** and **Column Settings** popups, where a number of options are available without leaving the Axes tab.
32
33 With **Default View** selected, every level of the report will remain open, providing full visibility of the nested fields. By enabling **Expandable Hierarchy**, users are able to expand sections of the report while retaining the full report on-screen. With **Drillable Hierarchy** selected, users can instead view the entire report initially, and drill to a grouping of choice.
34
35 Enabling the **Row Axis Labels** or **Column Axis Labels** options will add the selected field names onto the report that can be amended by double-clicking the field name when running the report. Change the rotation of the **Column Headers** by selecting the relevant angle that you want to use. Add row numbers to the report by enabling the **Show Row Numbers** option.
36
37 Use the **Row Totals** and **Column Totals** radio buttons to select where the applicable total will be displayed on the report, with the first option hiding the respective total completely.
38
39 Enable the **Do Not Indent Row Headings** option to display a value for every nested row rather that grouping content.
40
41 Clicking **Switch Axis** will swap all the values currently selected as rows and columns.
42
43 For further field options, click **…** next to the relevant fields. If changes are made, the **…** icon will turn white. Three tabs are available for fields: **Values**, **Groups** and **Range**.
44
45 == Values ==
46
47 This tab allows the selection of individual values within a field. By default, all values are loaded and displayed on the specified axis.
48
49 To select certain values, use the left and right arrows to move the desired fields from **Available Values** to **Selected Values**. Re-order fields by using the up and down arrow icons.
50
51 By default, only values that contain data will displayed in a Crosstab. Checking the **Lock Values On Axis** option will display headings even if there is no data present. The cells will appear blank but will populate if associated data is inserted into the Index.
52
53 The **Exclude Selected Values** option changes the function of the **Selected Values** column, omitting rather than displaying the selected fields.
54
55 When displaying data in nested rows, the **Always Open** option will result in permanent visibility for the field, even when the other fields are collapsed. Fields are collapsed when the **Show Rows Hierarchically**, **Show Columns Hierarchically**, **Group Rows** or **Group Columns** options are enabled at Axis level.
56
57 The **Collapse to Drop List** option is available for rows only and displayed row values in a drop list rather than the standard table view.
58
59 To include values that are currently filtered out by a query, check the **Ignore Current Query** option.
60
61 At Row level, when Subtotals are enabled, the **Hide Subtotals** option will become available. Enable this to hide the subtotal output for a nested value. This provides greater control over the nested fields that will have subtotals displayed on the report.
62
63 The **Value Prefix** and **Value Suffix** radio buttons generate the value names as either a prefix or suffix to their respective values in the Crosstab and can be removed by using the **None** radio button. To display a custom prefix or suffix, enter the required text in the **Axis Prefix** and **Axis Suffix** boxes.
64
65 === Advanced Options ===
66
67 Click the **Advanced Options** text to reveal the following configuration options.
68
69 It is also possible to replace values with images. Specify the image directory in the **Image URL** textbox, ensuring that the image names match the field names. Within the URL, **%%** will be replaced by the value. To specify an image that will be used whenever a match is not found, specify the image directory in the **Missing Image URL** textbox. Specify the image size, in pixels, with the **Width** and **Height** textboxes.
70
71 If the selected field contains a URL, enabling the **URL** option will allow end-users to click the link and view the information in a new browser tab.
72
73 To save any changes, click **Apply** or to discard any changes, click **Close**. To revert any changes to the default values, click **Reset**.
74
75 == Groups ==
76
77 The **Groups** option allows multiple row or column values to be grouped together.
78
79 To create a group, use the left and right arrows to move the desired fields from **Available Values** to **Selected Values**, type in a group name and click **Add**. To edit a group, click the **…** button next to the relevant group. To remove a group, click the **X** icon.
80
81 The **Collapse To Drop List** option creates a drop list of groups when the Crosstab is run. Individual values are also included if the **Show un-grouped as Individuals** option is checked.
82
83 Please note that the **Ignore Current Query** option must be enabled prior to editing a group, and cannot be toggled when the **...** icon is clicked for a group.
84
85 Ungrouped values can be displayed as either their original value if the **Show un-grouped as Individuals** option is checked or can be grouped together as ‘Others’ if the **Show un-grouped as Others** option is checked.
86
87 When displaying both groups and individual values, the **Sort Groups** option forces the values to sort alphanumerically.
88
89 Groups can also be created automatically with the **Auto Create Groups** option. Specify the number of **Groups** or **Values per group** and click **Create Groups** to automate the process.
90
91 To save any changes, click **Apply** or to discard any changes, click **Close**. To reset any changes to the default values, click **Reset**.
92
93 == Range ==
94
95 The **Range** option can be used for any numeric or date fields to display a customised number of entries.
96
97 Enter the required starting point in the **From** box, the ending point in the **To** box and the required increment in the **Increment** box.
98
99 = Totals =
100
101 In this tab, users can configure how the data is displayed using one or more different aggregations.
102
103 As well as returning results as a **Count**, it is also possible to **Sum**, **Average** or leverage a wide range of mathematical functions on specific numeric fields.
104
105 == Options ==
106
107 Under the **Options** heading, there are a number of options that become available when the reporting structure meets certain criteria.
108
109 The **Accounting Format** option, enabled by default, uses brackets to symbolise negative values.
110
111 === Subtotals ===
112
113 Turn on Subtotals within the report by enabling the **Include Subtotals in Report** option. Please note that the subtotal options are only available when using nested values within the **Axes** tab.
114
115 Enable the **Force Subtotals in Report** option to display subtotals against rows where there are no nested values. To display subtotals where the axis level has been hidden in the **Axes** tab, enable the **Show Hidden Sub-totals** option.
116
117 === Replace text In calculations ===
118
119 This option will appear when there are either Row Totals or totals that use the Calculation Builder. Simply enter data to **Find** and **Replace**, select the total(s) to which this will apply from the **Totals** drop list and click the **Replace** button.
120
121 == Aggregation ==
122
123 Use the **Total Label** text box to customise the display name for the total. A label is not required when running a Crosstab with a single total, but can still be specified if a description of the values is required.
124
125 If more than one Total is created, a default name in the following format will be generated: **<Total Type> (Measure)**.
126
127 === Total Types ===
128
129 Use the **Total Type** drop-down list to select the total to be performed.
130
131 ==== Count ====
132
133 The default total type is a **Count**. This provides a count of rows based on any rows/columns selected.
134
135 ==== Measure ====
136
137 Within the **Total Type** drop-down list, there are a range of mathematical functions, such as **Average** and **Sum**, which can be applied to any numerical fields in the **Measure** drop-down list. Numerical fields that can be used as a **Measure** are configured by the administrator.
138
139 ==== Standard Calculation ====
140
141 To perform calculations on Index fields using the specified **Total Type** rather than a direct cell calculation, use the calculation as a **Measure**. After selecting a **Total Type** other than **Count**, **Measure** will appear as an option.
142
143 ==== Cell/Total Calculation ====
144
145 To perform calculations based on existing totals, use Cell calculations. Select **Calculation** from the **Total Type** drop-down list and click the **…** icon to access the Calculation Builder.
146
147 ==== String Calculation ====
148
149 This allow the user to provide detailed tooltips on existing totals or provide textual output in the **Crosstab**. Text must be written in double quotes e.g. "Hello World". String calculations can be split across multiple lines by using **"\n"**. For example:
150
151 **Customer_Segment + "\n" + "\n" + "Sales | £" + 'Sales' + "\n" + "Discounts | £" + 'Discount'**
152
153 Would return:
154
155 **ConsumerSales | £3,063,611.13
156 Discounts | £82.29**
157
158 === Dynamic Views ===
159
160 If the administrator has configured Dynamic Views for the Index, they will appear in the **Dynamic View** drop-down list. These can be used with any total type and any measures that they have been configured for or against a default count. This will result in a distinct count of the field in the Dynamic View.
161
162 For more information regarding the calculation functionality, please refer to the [[Calculation Builder>>doc:.2ci\. Calculation Builder.WebHome]] chapter.
163
164 **Row Total** and **Row Total Calculations** will automatically populate the **Measure** option, and a second drop-down list allowing the selection of specific rows will be available. To select all rows, click the **All** button and to deselect any rows click the **None** button. Available rows will be displayed with the following options:
165
166
167 (% border="1" cellpadding="0" cellspacing="0" class="MsoTableGrid" dir="ltr" style="border-collapse:collapse; border:1pt solid windowtext; width:1024px" %)
168 (% style="height:16.15pt" %)|(% style="background-color:#ed7d31; background:#ed7d31; border-style:solid; border-width:1pt; width:78px" width="111" %)(((
169 (% style="padding:0cm 5.4pt 0cm 5.4pt" %)
170 (% style="color:white; height:16.15pt" %)Icon
171 )))|(% style="background-color:#ed7d31; background:#ed7d31; border-left-color:initial; border-style:solid; border-width:1pt; width:945px" width="640" %)(((
172 (% style="padding:0cm 5.4pt 0cm 5.4pt" %)
173 (% style="color:white; height:16.15pt" %)Description
174 )))
175 |(% style="border-style:none solid solid; border-top-color:initial; border-width:1pt; width:78px" width="111" %)(((
176 (% style="text-align:center" %)
177 [[image:ct1.png||height="34" width="50"]]
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179 (% style="padding:0cm 5.4pt 0cm 5.4pt" %)
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182 (% style="padding:0cm 5.4pt 0cm 5.4pt" %)
183 Click this icon to copy all formatting configuration from the **Row Total** above.
184 )))
185 |(% style="border-style:none solid solid; border-top-color:initial; border-width:1pt; width:78px" width="111" %)(((
186 (% style="text-align:center" %)
187 [[image:ct2.png||height="34" width="50"]]
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191 (% style="padding:0cm 5.4pt 0cm 5.4pt" %)
192 Click this icon to configure the formatting of the **Row Total**. Use the **Value Format** drop-down list to select how the value will be displayed and the **Value Prefix** and **Value Suffix** text boxes to enter characters that will appear before or after the displayed value. The **Tooltip** textbox allows the entry of text that will appear when hovering the cursor over the selected value and the **Show Value As **drop-down list is used to display the value in relation to the other **Row Totals**. To close the options and apply the changes, click **Close**.
193 )))
194 |(% style="border-style:none solid solid; border-top-color:initial; border-width:1pt; width:78px" width="111" %)(((
195 (% style="text-align:center" %)
196 [[image:ct3.png||height="33" width="50"]]
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200 (% style="padding:0cm 5.4pt 0cm 5.4pt" %)
201 Click this icon to set conditional formatting for the **Row Total**. For further details, please refer to the **Presentation **section of this page.
202
203 (% style="padding:0cm 5.4pt 0cm 5.4pt" %)
204 After setting the required options, click **Close **to save any formatting options.
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206 (% style="padding:0cm 5.4pt 0cm 5.4pt" %)
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208 )))
209 |(% style="border-style:none solid solid; border-top-color:initial; border-width:1pt; width:78px" width="111" %)(((
210 (% style="text-align:center" %)
211 [[image:ct4.png||height="33" width="50"]]
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214 )))|(% style="border-bottom:1pt solid windowtext; border-left:none; border-right:1pt solid windowtext; border-top:none; width:945px" width="640" %)(((
215 (% style="padding:0cm 5.4pt 0cm 5.4pt" %)
216 Click this icon to set tooltips for the **Row Total**. Enter the required text in the **Default Tooltip** textbox for a single tooltip. Click **New Tooltip** to create multiple **Aggregation Tooltips **and specify the target **Row Total **with the **Tooltip** drop-down list and where it will be displayed using the **Scope **drop-down list. Click the **X **icon to remove a specific tooltip. Click **Close **to save the tooltip options for this **Row Total**.
217
218
219 )))
220
221 Use the **Show Value As** drop-down list to customise the displayed output of the total. The following options are available:
222
223 (% border="1" cellspacing="0" class="MsoTableGrid" style="border-collapse:collapse; border:1pt solid windowtext; width:1024px" %)
224 (% style="height:1.0pt" %)|(% nowrap="nowrap" style="background-color:#ed7d31; background:#ed7d31; border-style:solid; border-width:1.0pt; width:111.4pt" width="149" %)(((
225 (% style="padding:0cm 5.4pt 0cm 5.4pt" %)
226 (% style="color:white; height:1pt" %)Option
227 )))|(% nowrap="nowrap" style="background-color:#ed7d31; background:#ed7d31; border-left:none; border-style:solid; border-width:1.0pt; width:388.0pt" width="517" %)(((
228 (% style="padding:0cm 5.4pt 0cm 5.4pt" %)
229 (% style="color:white; height:1pt" %)Description
230 )))
231 (% style="height:1.0pt" %)|(% nowrap="nowrap" style="border-style:solid; border-top:none; border-width:1.0pt; width:111.4pt" width="149" %)(((
232 (% style="padding:0cm 5.4pt 0cm 5.4pt" %)
233 (% style="height:1.0pt" %)Value
234 )))|(% nowrap="nowrap" style="border-bottom:solid windowtext 1.0pt; border-left:none; border-right:solid windowtext 1.0pt; border-top:none; width:388.0pt" width="517" %)(((
235 (% style="padding:0cm 5.4pt 0cm 5.4pt" %)
236 (% style="height:1.0pt" %)Displays the output as a number.
237 )))
238 (% style="height:19.4pt" %)|(% nowrap="nowrap" style="border-style:solid; border-top:none; border-width:1.0pt; width:111.4pt" width="149" %)(((
239 (% style="padding:0cm 5.4pt 0cm 5.4pt" %)
240 (% style="height:19.4pt" %)% of Row total
241 )))|(% nowrap="nowrap" style="border-bottom:solid windowtext 1.0pt; border-left:none; border-right:solid windowtext 1.0pt; border-top:none; width:388.0pt" width="517" %)(((
242 (% style="padding:0cm 5.4pt 0cm 5.4pt" %)
243 (% style="height:19.4pt" %)Displays the value as a percentage of the row total.
244 )))
245 (% style="height:1.0pt" %)|(% nowrap="nowrap" style="border-style:solid; border-top:none; border-width:1.0pt; width:111.4pt" width="149" %)(((
246 (% style="padding:0cm 5.4pt 0cm 5.4pt" %)
247 (% style="height:1.0pt" %)% of Column Total
248 )))|(% nowrap="nowrap" style="border-bottom:solid windowtext 1.0pt; border-left:none; border-right:solid windowtext 1.0pt; border-top:none; width:388.0pt" width="517" %)(((
249 (% style="padding:0cm 5.4pt 0cm 5.4pt" %)
250 (% style="height:1.0pt" %)Displays the value as a percentage of the column total.
251 )))
252 (% style="height:1.0pt" %)|(% nowrap="nowrap" style="border-style:solid; border-top:none; border-width:1.0pt; width:111.4pt" width="149" %)(((
253 (% style="padding:0cm 5.4pt 0cm 5.4pt" %)
254 (% style="height:1.0pt" %)% of Grand Total
255 )))|(% nowrap="nowrap" style="border-bottom:solid windowtext 1.0pt; border-left:none; border-right:solid windowtext 1.0pt; border-top:none; width:388.0pt" width="517" %)(((
256 (% style="padding:0cm 5.4pt 0cm 5.4pt" %)
257 (% style="height:1.0pt" %)Displays the value as a percentage of the grand total.
258 )))
259 (% style="height:1.0pt" %)|(% nowrap="nowrap" style="border-style:solid; border-top:none; border-width:1.0pt; width:111.4pt" width="149" %)(((
260 (% style="padding:0cm 5.4pt 0cm 5.4pt" %)
261 (% style="height:1.0pt" %)% of Column Sub Total
262 )))|(% nowrap="nowrap" style="border-bottom:solid windowtext 1.0pt; border-left:none; border-right:solid windowtext 1.0pt; border-top:none; width:388.0pt" width="517" %)(((
263 (% style="padding:0cm 5.4pt 0cm 5.4pt" %)
264 (% style="height:1.0pt" %)Displays the value as a percentage of the column subtotal. Please note this option is only available when the **Include Subtotals in Report **option has been enabled.
265 )))
266 (% style="height:1.0pt" %)|(% nowrap="nowrap" style="border-style:solid; border-top:none; border-width:1.0pt; width:111.4pt" width="149" %)(((
267 (% style="padding:0cm 5.4pt 0cm 5.4pt" %)
268 (% style="height:1.0pt" %)Running Total Across Rows
269 )))|(% nowrap="nowrap" style="border-bottom:solid windowtext 1.0pt; border-left:none; border-right:solid windowtext 1.0pt; border-top:none; width:388.0pt" width="517" %)(((
270 (% style="padding:0cm 5.4pt 0cm 5.4pt" %)
271 (% style="height:1.0pt" %)Displays a cumulative total value across the rows of the report.
272 )))
273 (% style="height:1.0pt" %)|(% nowrap="nowrap" style="border-style:solid; border-top:none; border-width:1.0pt; width:111.4pt" width="149" %)(((
274 (% style="padding:0cm 5.4pt 0cm 5.4pt" %)
275 (% style="height:1.0pt" %)Running Total Across Rows % of Row Total
276 )))|(% nowrap="nowrap" style="border-bottom:solid windowtext 1.0pt; border-left:none; border-right:solid windowtext 1.0pt; border-top:none; width:388.0pt" width="517" %)(((
277 (% style="padding:0cm 5.4pt 0cm 5.4pt" %)
278 (% style="height:1.0pt" %)Displays a cumulative total value across the rows of the report as a percentage of the row total.
279 )))
280 (% style="height:1.0pt" %)|(% nowrap="nowrap" style="border-style:solid; border-top:none; border-width:1.0pt; width:111.4pt" width="149" %)(((
281 (% style="padding:0cm 5.4pt 0cm 5.4pt" %)
282 (% style="height:1.0pt" %)Running Total Across Rows % of Grand Total
283 )))|(% nowrap="nowrap" style="border-bottom:solid windowtext 1.0pt; border-left:none; border-right:solid windowtext 1.0pt; border-top:none; width:388.0pt" width="517" %)(((
284 (% style="padding:0cm 5.4pt 0cm 5.4pt" %)
285 (% style="height:1.0pt" %)Displays a cumulative total value across the rows of the report as a percentage of the grand total.
286 )))
287 (% style="height:1.0pt" %)|(% nowrap="nowrap" style="border-style:solid; border-top:none; border-width:1.0pt; width:111.4pt" width="149" %)(((
288 (% style="padding:0cm 5.4pt 0cm 5.4pt" %)
289 (% style="height:1.0pt" %)Running Total Across Rows by Group
290 )))|(% nowrap="nowrap" style="border-bottom:solid windowtext 1.0pt; border-left:none; border-right:solid windowtext 1.0pt; border-top:none; width:388.0pt" width="517" %)(((
291 (% style="padding:0cm 5.4pt 0cm 5.4pt" %)
292 (% style="height:1.0pt" %)Displays a cumulative value across the rows of the report by group.
293 )))
294 (% style="height:1.0pt" %)|(% nowrap="nowrap" style="border-style:solid; border-top:none; border-width:1.0pt; width:111.4pt" width="149" %)(((
295 (% style="padding:0cm 5.4pt 0cm 5.4pt" %)
296 (% style="height:1.0pt" %)Running Total Down Columns
297 )))|(% nowrap="nowrap" style="border-bottom:solid windowtext 1.0pt; border-left:none; border-right:solid windowtext 1.0pt; border-top:none; width:388.0pt" width="517" %)(((
298 (% style="padding:0cm 5.4pt 0cm 5.4pt" %)
299 (% style="height:1.0pt" %)Displays a cumulative total value down the columns of the report.
300 )))
301 (% style="height:1.0pt" %)|(% nowrap="nowrap" style="border-style:solid; border-top:none; border-width:1.0pt; width:111.4pt" width="149" %)(((
302 (% style="padding:0cm 5.4pt 0cm 5.4pt" %)
303 (% style="height:1.0pt" %)Running Total Down Columns % of Column Total
304 )))|(% nowrap="nowrap" style="border-bottom:solid windowtext 1.0pt; border-left:none; border-right:solid windowtext 1.0pt; border-top:none; width:388.0pt" width="517" %)(((
305 (% style="padding:0cm 5.4pt 0cm 5.4pt" %)
306 (% style="height:1.0pt" %)Displays a cumulative total value down the columns of the report as a percentage of the column total.
307 )))
308 (% style="height:1.0pt" %)|(% nowrap="nowrap" style="border-style:solid; border-top:none; border-width:1.0pt; width:111.4pt" width="149" %)(((
309 (% style="padding:0cm 5.4pt 0cm 5.4pt" %)
310 (% style="height:1.0pt" %)Running Total Down Columns % of Grand Total
311 )))|(% nowrap="nowrap" style="border-bottom:solid windowtext 1.0pt; border-left:none; border-right:solid windowtext 1.0pt; border-top:none; width:388.0pt" width="517" %)(((
312 (% style="padding:0cm 5.4pt 0cm 5.4pt" %)
313 (% style="height:1.0pt" %)Displays a cumulative total value down the columns of the report as a percentage of the grand total.
314 )))
315 (% style="height:1.0pt" %)|(% nowrap="nowrap" style="border-style:solid; border-top:none; border-width:1.0pt; width:111.4pt" width="149" %)(((
316 (% style="padding:0cm 5.4pt 0cm 5.4pt" %)
317 (% style="height:1.0pt" %)Running Total Down Columns By Group
318 )))|(% nowrap="nowrap" style="border-bottom:solid windowtext 1.0pt; border-left:none; border-right:solid windowtext 1.0pt; border-top:none; width:388.0pt" width="517" %)(((
319 (% style="padding:0cm 5.4pt 0cm 5.4pt" %)
320 (% style="height:1.0pt" %)Displays a cumulative value down the columns of the report by group.
321 )))
322 (% style="height:1.0pt" %)|(% nowrap="nowrap" style="border-style:solid; border-top:none; border-width:1.0pt; width:111.4pt" width="149" %)(((
323 (% style="padding:0cm 5.4pt 0cm 5.4pt" %)
324 (% style="height:1.0pt" %)Ratio
325 )))|(% nowrap="nowrap" style="border-bottom:solid windowtext 1.0pt; border-left:none; border-right:solid windowtext 1.0pt; border-top:none; width:388.0pt" width="517" %)(((
326 (% style="padding:0cm 5.4pt 0cm 5.4pt" %)
327 (% style="height:1.0pt" %)Displays the value as a ratio. For example:
328 Total 1 returns 50,000. Total 2 returns 10,000. Total 3 is a Cell Calculation with the logic Total 1 / Total 2. Changing total 3 to display as a Ratio will result in 5:1 being displayed in the report. Please note that ratio values are not supported in [[Charting>>doc:.2ci\. Charting.WebHome]], where the percentage equivalent is displayed.
329 )))
330 (% style="height:1.0pt" %)|(% nowrap="nowrap" style="border-style:solid; border-top:none; border-width:1.0pt; width:111.4pt" width="149" %)(((
331 (% style="padding:0cm 5.4pt 0cm 5.4pt" %)
332 (% style="height:1.0pt" %)Total Ratio
333 )))|(% nowrap="nowrap" style="border-bottom:solid windowtext 1.0pt; border-left:none; border-right:solid windowtext 1.0pt; border-top:none; width:388.0pt" width="517" %)(((
334 (% style="padding:0cm 5.4pt 0cm 5.4pt" %)
335 (% style="height:1.0pt" %)Displays the value as a ratio of the grand total.
336 )))
337 (% style="height:1.0pt" %)|(% nowrap="nowrap" style="border-style:solid; border-top:none; border-width:1.0pt; width:111.4pt" width="149" %)(((
338 (% style="padding:0cm 5.4pt 0cm 5.4pt" %)
339 (% style="height:1.0pt" %)Row Total Ratio
340 )))|(% nowrap="nowrap" style="border-bottom:solid windowtext 1.0pt; border-left:none; border-right:solid windowtext 1.0pt; border-top:none; width:388.0pt" width="517" %)(((
341 (% style="padding:0cm 5.4pt 0cm 5.4pt" %)
342 (% style="height:1.0pt" %)Displays the value as a ratio of the row total.
343 )))
344 (% style="height:1.0pt" %)|(% nowrap="nowrap" style="border-style:solid; border-top:none; border-width:1.0pt; width:111.4pt" width="149" %)(((
345 (% style="padding:0cm 5.4pt 0cm 5.4pt" %)
346 (% style="height:1.0pt" %)Column Total Ratio
347 )))|(% nowrap="nowrap" style="border-bottom:solid windowtext 1.0pt; border-left:none; border-right:solid windowtext 1.0pt; border-top:none; width:388.0pt" width="517" %)(((
348 (% style="padding:0cm 5.4pt 0cm 5.4pt" %)
349 (% style="height:1.0pt" %)Displays the value as a ratio of the column total.
350 )))
351 (% style="height:1.0pt" %)|(% nowrap="nowrap" style="border-style:solid; border-top:none; border-width:1.0pt; width:111.4pt" width="149" %)(((
352 (% style="padding:0cm 5.4pt 0cm 5.4pt" %)
353 (% style="height:1.0pt" %)Column Sub Total Ratio
354 )))|(% nowrap="nowrap" style="border-bottom:solid windowtext 1.0pt; border-left:none; border-right:solid windowtext 1.0pt; border-top:none; width:388.0pt" width="517" %)(((
355 (% style="padding:0cm 5.4pt 0cm 5.4pt" %)
356 (% style="height:1.0pt" %)Displays the value as a ratio of the column subtotal.
357 )))
358 (% style="height:1.0pt" %)|(% nowrap="nowrap" style="border-style:solid; border-top:none; border-width:1.0pt; width:111.4pt" width="149" %)(((
359 (% style="padding:0cm 5.4pt 0cm 5.4pt" %)
360 (% style="height:1.0pt" %)Time Measure
361 )))|(% nowrap="nowrap" style="border-bottom:solid windowtext 1.0pt; border-left:none; border-right:solid windowtext 1.0pt; border-top:none; width:388.0pt" width="517" %)(((
362 (% style="padding:0cm 5.4pt 0cm 5.4pt" %)
363 (% style="height:1.0pt" %)Displays the value in seconds as a time value. For example, 327014 becomes 3 Days 18:50:14.
364 )))
365 (% style="height:1.0pt" %)|(% nowrap="nowrap" style="border-style:solid; border-top:none; border-width:1.0pt; width:111.4pt" width="149" %)(((
366 (% style="padding:0cm 5.4pt 0cm 5.4pt" %)
367 (% style="height:1.0pt" %)Hours Measure
368 )))|(% nowrap="nowrap" style="border-bottom:solid windowtext 1.0pt; border-left:none; border-right:solid windowtext 1.0pt; border-top:none; width:388.0pt" width="517" %)(((
369 (% style="padding:0cm 5.4pt 0cm 5.4pt" %)
370 (% style="height:1.0pt" %)Displays the value in hours as a time value. For example, 327014 becomes 90:50:14.
371 )))
372 (% style="height:1.0pt" %)|(% nowrap="nowrap" style="border-style:solid; border-top:none; border-width:1.0pt; width:111.4pt" width="149" %)(((
373 (% style="padding:0cm 5.4pt 0cm 5.4pt" %)
374 (% style="height:1.0pt" %)Minutes Measure
375 )))|(% nowrap="nowrap" style="border-bottom:solid windowtext 1.0pt; border-left:none; border-right:solid windowtext 1.0pt; border-top:none; width:388.0pt" width="517" %)(((
376 (% style="padding:0cm 5.4pt 0cm 5.4pt" %)
377 (% style="height:1.0pt" %)Displays the value in minutes as a time value. For example, 327014 becomes 5450.14.
378 )))
379 (% style="height:1.0pt" %)|(% nowrap="nowrap" style="border-style:solid; border-top:none; border-width:1.0pt; width:111.4pt" width="149" %)(((
380 (% style="padding:0cm 5.4pt 0cm 5.4pt" %)
381 (% style="height:1.0pt" %)Hours Decimal Measure
382 )))|(% nowrap="nowrap" style="border-bottom:solid windowtext 1.0pt; border-left:none; border-right:solid windowtext 1.0pt; border-top:none; width:388.0pt" width="517" %)(((
383 (% style="padding:0cm 5.4pt 0cm 5.4pt" %)
384 (% style="height:1.0pt" %)Displays the value in hours as a time value with decimals. For example, 327014 becomes 5450.23.
385 )))
386 (% style="height:1.0pt" %)|(% nowrap="nowrap" style="border-style:solid; border-top:none; border-width:1.0pt; width:111.4pt" width="149" %)(((
387 (% style="padding:0cm 5.4pt 0cm 5.4pt" %)
388 (% style="height:1.0pt" %)Chart
389 )))|(% nowrap="nowrap" style="border-bottom:solid windowtext 1.0pt; border-left:none; border-right:solid windowtext 1.0pt; border-top:none; width:388.0pt" width="517" %)(((
390 (% style="padding:0cm 5.4pt 0cm 5.4pt" %)
391 (% style="height:1.0pt" %)Displays the output as a comparative bar chart. Please note this option will only display correctly when more than one total has been created, and it is recommended that it is used for copied totals.
392
393 (% style="padding:0cm 5.4pt 0cm 5.4pt" %)
394 (% style="height:1.0pt" %)To change the colour of the chart, enter the required hex code or use the pop-up colour picker using the subsequently revealed **Chart Colour** option.
395 )))
396
397 Use the **Value Format** drop-down list to select specific integer, decimal and date formats.
398
399 By clicking **New Total**, it is possible to add multiple aggregations to a single Crosstab.
400
401 == Presentation ==
402
403 Once the aggregation options have been set, there are multiple options for customising how results are displayed.
404
405 The **Value Prefix** and **Value Suffix** textboxes allows the addition of text to the values shown in the table, such as £, $, €. These options do not apply to row totals.
406
407 By default, totals using dynamic views show the distinct count for the row or column specified in the dynamic view, not the total of all of the cells shown. Similarly, when filtering to a ‘Top Ten’ type report, the total of all values is displayed rather than just the top ten. By using the **Calculate Column Total From Sum of Displayed Values** option, all displayed values will also be summed. When using this option you cannot drill on the column total.
408
409 The **Apply Selected Total Type** option forces the row or column to perform the **Total Type** aggregation on displayed values rather than on the underlying data. This is used in conjunction with the **Calculate Column Total From Sum of Displayed Values** option.
410
411 Hiding specific totals will depend on how the Crosstab is configured. To hide the total for an individual measure, use the **Hide Row Total** option. This is only relevant if there are both rows and columns added to the Crosstab. If there are no columns, all totals are classed as row totals. To hide any total created in the **Totals** tab, use the **Hide Total In Table** option.
412
413 Use the **Suppress Row Total** option to remove row totals for Crosstabs with multiple rows. Subtotals are still displayed when this option is used.
414
415 To hide the actual value, use the **Suppress Total in Table** option. This is useful when used in conjunction with conditional formatting to provide only a colour or image when conditions are met.
416
417 The **Show Blank As** drop-down list allows the customisation of how blank totals are displayed.
418
419 == Row Calculations ==
420
421 This tab will only appear if a placeholder row, without any logic attached, has been created. Row calculations allow calculations between the rows added to the Crosstab.
422
423 To create a placeholder row, return to the **Axes** tab and select **Saved** from the **Available Rows** drop-down list. Click the **…** icon and rather than clicking **Select Reports**, type a name into the textbox below and click **Add**. This will create a row with no associated data. Enable the **Lock Values on Axis** option and click **Apply** to return to the configuration.
424
425 Navigate back to the **Totals** tab and the **Row Calculations** tab will now be visible between the default **Presentation** and **Filter** tabs. Select the newly created placeholder from the **Row Group** drop-down list and click the **…** icon below the **Row Calculation** heading to open the Calculation Builder, where the row calculations can be entered.
426
427 == Sort ==
428
429 This tab allows rows and columns to be sorted either ascending or descending using the **Row Sort** and **Column Sort** options. The sorting is applied in a hierarchical structure when nested rows or columns and multiple totals are used.
430
431 == Filter ==
432
433 This tab allows users to filter the Crosstab to only show the top or bottom number of values (or percent of rows/columns).
434
435 Use the **Filter** drop-down list to select a portion of the data, the **Type** drop-down list to select either between row, column or cell filtering and enter the required number of values in the** Filter Values** to Filter text box.
436
437 To apply a **Threshold** to the row total you need to use the Greater Than/Less Than/Equal To options. This is designed to be used when the Crosstab uses Columns and therefore has a combination of table values and row values.
438
439 == Threshold ==
440
441 This tab allows the search results to be narrowed down to only those that meet a specified condition. Select the relevant option from the **Condition** drop-down list and complete the equation in the following text box.
442
443 The **Mandatory** checkbox is used if thresholds have been set against multiple totals. Without Mandatory being set, a total may be impacted by the threshold from another total, causing the row appear even if the threshold has been breached.
444
445 To apply a threshold to the row total (when using columns and therefore have totals in the table) you need to use the Greater Than/Less Than/ Equal To options in the **Filter** tab.
446
447 == Conditional Formatting ==
448
449 This tab allows the setup of specific formatting when customisable conditions are met.
450
451 Click **New Condition** to reveal the options, choose a **Source Value** from the drop-down list and add a label using the **Condition Label** textbox if required.
452
453 To remove added formatting, click the **X** icon. To copy a set of conditional formatting, click the **Copy** icon.
454
455 To restrict the formatting to certain area of the report or to a chart, use the **Scope** drop-down list to select one or more options. Click the **Match Parameters** drop-down list to set a parameter and complete the numerical equation in the textbox below.
456
457 Under the **Match Style** heading is an example how the current settings will display a total when it matches the parameters set. Click **Edit Style** to customise the formatting.
458
459 Use the **Font** and **Font Size** drop-down lists to specify changes to the text appearance and the **Style** options to further format matched entries. Change the **Text Colour** and **Background Colour** by typing in the hex code or by selecting a colour from the pop-up colour picker. Use the **Horizontal Alignment** and **Vertical Alignment** options to control where the value is positioned in the cell. Please note that when the **Scope** drop-down list is set to **Chart**, the **Font** options will not have any impact.
460
461 Click the **…** icon under the **Image** heading to specify an image file to be displayed. To remove the image, click the **Clear** button and to specify the **Image Alignment** use the corresponding radio buttons. There are also options to control the **Image Size**. Select **Original** to make no changes to the source image, or select **Row Height** to dynamically fill the cell size as controlled by the height of the row itself. To specify an exact size, select the **Fixed Size** option and enter the size, in pixels, in the resulting textboxes. Click **Close** to save any changes made.
462
463 Using the [[Alerting>>doc:Technical Documentation.CXAIR.User Guide.3\. Report Administration.WebHome||anchor="Alerting"]] features, users can set alerts that can be used to drive whether a report schedule is or is not sent, based on whether the condition is met. To set an alert, enable the **Alert** option and enter the required title in the **Name** textbox.
464
465 == Tooltips ==
466
467 Tooltips allow customisable text to appear when the cursor hovers over a particular total, giving end users more information if required.
468
469 Enter the desired text in the **Default Tooltip** textbox. To create individual tooltips for each aggregation, click **New Tooltip** under the **Aggregation Tooltips** heading. Select the function using the **Tooltip** drop-down list and the total types that it will apply to using the Scope drop-down list. To remove a **Scope** selection, click the **X** icon next to the corresponding selection.
470
471 To create another tooltip, click **New Tooltip**. To remove a tooltip, click the **X** icon next to the corresponding selection.
472
473 == Linking ==
474
475 This tab will only appear if the **Drill Through to Records** option in the main **Linking** tab is removed. When this tab appears, users can set different totals to drill down to different reports.
476
477 Click **Select Report** to open the saved reports window and click the checkbox next to the desired report to be linked.
478
479 To remove a linked report, either uncheck it from the drop-down list or click the **X** icon next to the relevant report.
480
481 = Layout =
482
483 == Table ==
484
485 The table options allow results table to be presented in a variety of customisable ways.
486
487 (% border="1" cellspacing="0" class="Table" style="border-collapse:collapse; border:1pt solid windowtext; width:800px" %)
488 (% style="page-break-inside:avoid" %)|(% style="background-color:#ed7d31; background:#ed7d31; border-style:solid; border-width:1.0pt; width:108.45pt" width="181" %)(((
489 (% style="margin-top:6.0pt; margin-right:0cm; margin-bottom:3.0pt; margin-left:0cm; padding:0cm 5.4pt 0cm 5.4pt" %)
490 (% style="color:white" %)**Options**
491 )))|(% style="background-color:#ed7d31; background:#ed7d31; border-left:none; border-style:solid; border-width:1.0pt; width:69.65pt" width="116" %)(((
492 (% style="margin-top:6.0pt; margin-right:0cm; margin-bottom:3.0pt; margin-left:0cm; padding:0cm 5.4pt 0cm 5.4pt" %)
493 (% style="color:white" %)**Values**
494 )))|(% style="background-color:#ed7d31; background:#ed7d31; border-left:none; border-style:solid; border-width:1.0pt; width:253.9pt" width="423" %)(((
495 (% style="margin-top:6.0pt; margin-right:0cm; margin-bottom:3.0pt; margin-left:0cm; padding:0cm 5.4pt 0cm 5.4pt" %)
496 (% style="color:white" %)**Description**
497 )))
498 |(% style="border-style:solid; border-top:none; border-width:1.0pt; width:108.45pt" width="181" %)(((
499 (% style="margin-top:6.0pt; margin-right:0cm; margin-bottom:3.0pt; margin-left:0cm; padding:0cm 5.4pt 0cm 5.4pt" %)
500 Lock Headers
501 )))|(% style="border-bottom:solid windowtext 1.0pt; border-left:none; border-right:solid windowtext 1.0pt; border-top:none; width:69.65pt" width="116" %)(((
502 (% style="margin-top:6.0pt; margin-right:0cm; margin-bottom:3.0pt; margin-left:0cm; padding:0cm 5.4pt 0cm 5.4pt" %)
503
504 )))|(% style="border-bottom:solid windowtext 1.0pt; border-left:none; border-right:solid windowtext 1.0pt; border-top:none; width:253.9pt" width="423" %)(((
505 (% style="margin-top:6.0pt; margin-right:0cm; margin-bottom:3.0pt; margin-left:0cm; padding:0cm 5.4pt 0cm 5.4pt" %)
506 Locks headers when large Crosstabs scroll off-screen.
507 )))
508 |(% style="border-style:solid; border-top:none; border-width:1.0pt; width:108.45pt" width="181" %)(((
509 (% style="margin-top:6.0pt; margin-right:0cm; margin-bottom:3.0pt; margin-left:0cm; padding:0cm 5.4pt 0cm 5.4pt" %)
510 Do Not Aggregate Records
511 )))|(% style="border-bottom:solid windowtext 1.0pt; border-left:none; border-right:solid windowtext 1.0pt; border-top:none; width:69.65pt" width="116" %)(((
512 (% style="margin-top:6.0pt; margin-right:0cm; margin-bottom:3.0pt; margin-left:0cm; padding:0cm 5.4pt 0cm 5.4pt" %)
513
514 )))|(% style="border-bottom:solid windowtext 1.0pt; border-left:none; border-right:solid windowtext 1.0pt; border-top:none; width:253.9pt" width="423" %)(((
515 (% style="margin-top:6.0pt; margin-right:0cm; margin-bottom:3.0pt; margin-left:0cm; padding:0cm 5.4pt 0cm 5.4pt" %)
516 When enabled, no aggregations will be performed on the data, dramatically reducing the time taken to render the report. Designed to be used in conjunction with the **Do Not Indent Row Headings** option and with reports that display a list of fields rather than any total values.
517 )))
518 |(% style="border-style:solid; border-top:none; border-width:1.0pt; width:108.45pt" width="181" %)(((
519 (% style="margin-top:6.0pt; margin-right:0cm; margin-bottom:3.0pt; margin-left:0cm; padding:0cm 5.4pt 0cm 5.4pt" %)
520 Show Cell Borders
521 )))|(% style="border-bottom:solid windowtext 1.0pt; border-left:none; border-right:solid windowtext 1.0pt; border-top:none; width:69.65pt" width="116" %)(((
522 (% style="margin-top:6.0pt; margin-right:0cm; margin-bottom:3.0pt; margin-left:0cm; padding:0cm 5.4pt 0cm 5.4pt" %)
523
524 )))|(% style="border-bottom:solid windowtext 1.0pt; border-left:none; border-right:solid windowtext 1.0pt; border-top:none; width:253.9pt" width="423" %)(((
525 (% style="margin-top:6.0pt; margin-right:0cm; margin-bottom:3.0pt; margin-left:0cm; padding:0cm 5.4pt 0cm 5.4pt" %)
526 Shows or hides borders around Crosstab cells.
527 )))
528 |(% style="border-style:solid; border-top:none; border-width:1.0pt; width:108.45pt" width="181" %)(((
529 (% style="margin-top:6.0pt; margin-right:0cm; margin-bottom:3.0pt; margin-left:0cm; padding:0cm 5.4pt 0cm 5.4pt" %)
530 Show Outer Border
531 )))|(% style="border-bottom:solid windowtext 1.0pt; border-left:none; border-right:solid windowtext 1.0pt; border-top:none; width:69.65pt" width="116" %)(((
532 (% style="margin-top:6.0pt; margin-right:0cm; margin-bottom:3.0pt; margin-left:0cm; padding:0cm 5.4pt 0cm 5.4pt" %)
533
534 )))|(% style="border-bottom:solid windowtext 1.0pt; border-left:none; border-right:solid windowtext 1.0pt; border-top:none; width:253.9pt" width="423" %)(((
535 (% style="margin-top:6.0pt; margin-right:0cm; margin-bottom:3.0pt; margin-left:0cm; padding:0cm 5.4pt 0cm 5.4pt" %)
536 Shows or hides borders around the Crosstab.
537 )))
538 |(% style="border-style:solid; border-top:none; border-width:1.0pt; width:108.45pt" width="181" %)(((
539 (% style="margin-top:6.0pt; margin-right:0cm; margin-bottom:3.0pt; margin-left:0cm; padding:0cm 5.4pt 0cm 5.4pt" %)
540 Hide Column Headings
541 )))|(% style="border-bottom:solid windowtext 1.0pt; border-left:none; border-right:solid windowtext 1.0pt; border-top:none; width:69.65pt" width="116" %) |(% style="border-bottom:solid windowtext 1.0pt; border-left:none; border-right:solid windowtext 1.0pt; border-top:none; width:253.9pt" width="423" %)(((
542 (% style="margin-top:6.0pt; margin-right:0cm; margin-bottom:3.0pt; margin-left:0cm; padding:0cm 5.4pt 0cm 5.4pt" %)
543 This will hide all headings across the top of the Crosstab. This is primarily for removing the total names.
544 )))
545 |(% style="border-style:solid; border-top:none; border-width:1.0pt; width:108.45pt" width="181" %)(((
546 (% style="margin: 6pt 0cm 3pt; padding: 0cm 5.4pt;" %)
547 Page on Inner Row
548 )))|(% style="border-bottom:solid windowtext 1.0pt; border-left:none; border-right:solid windowtext 1.0pt; border-top:none; width:69.65pt" width="116" %)(((
549 (% style="margin-top:6.0pt; margin-right:0cm; margin-bottom:3.0pt; margin-left:0cm; padding:0cm 5.4pt 0cm 5.4pt" %)
550
551 )))|(% style="border-bottom:solid windowtext 1.0pt; border-left:none; border-right:solid windowtext 1.0pt; border-top:none; width:253.9pt" width="423" %)(((
552 (% style="margin-top:6.0pt; margin-right:0cm; margin-bottom:3.0pt; margin-left:0cm; padding:0cm 5.4pt 0cm 5.4pt" %)
553 Calculates the number of pages based on the inner values rather than on the outer values. This is especially useful when displaying the table inside a [[Pages>>doc:Technical Documentation.CXAIR.User Guide.02\. Reporting.2e\. Pages.WebHome]] report, as the size will remain consistent.
554 )))
555 |(% style="border-style:solid; border-top:none; border-width:1.0pt; width:108.45pt" width="181" %)(((
556 (% style="margin-top:6.0pt; margin-right:0cm; margin-bottom:3.0pt; margin-left:0cm; padding:0cm 5.4pt 0cm 5.4pt" %)
557 Show Row Numbers
558 )))|(% style="border-bottom:solid windowtext 1.0pt; border-left:none; border-right:solid windowtext 1.0pt; border-top:none; width:69.65pt" width="116" %)(((
559 (% style="margin-top:6.0pt; margin-right:0cm; margin-bottom:3.0pt; margin-left:0cm; padding:0cm 5.4pt 0cm 5.4pt" %)
560
561 )))|(% style="border-bottom:solid windowtext 1.0pt; border-left:none; border-right:solid windowtext 1.0pt; border-top:none; width:253.9pt" width="423" %)(((
562 (% style="margin-top:6.0pt; margin-right:0cm; margin-bottom:3.0pt; margin-left:0cm; padding:0cm 5.4pt 0cm 5.4pt" %)
563 Shows or hides row numbers on the Crosstab.
564 )))
565 |(% style="border-style:solid; border-top:none; border-width:1.0pt; width:108.45pt" width="181" %)(((
566 (% style="margin-top:6.0pt; margin-right:0cm; margin-bottom:3.0pt; margin-left:0cm; padding:0cm 5.4pt 0cm 5.4pt" %)
567 Filter Totals
568 )))|(% style="border-bottom:solid windowtext 1.0pt; border-left:none; border-right:solid windowtext 1.0pt; border-top:none; width:69.65pt" width="116" %)(((
569 (% style="margin-top:6.0pt; margin-right:0cm; margin-bottom:3.0pt; margin-left:0cm; padding:0cm 5.4pt 0cm 5.4pt" %)
570
571 )))|(% style="border-bottom:solid windowtext 1.0pt; border-left:none; border-right:solid windowtext 1.0pt; border-top:none; width:253.9pt" width="423" %)(((
572 (% style="margin-top:6.0pt; margin-right:0cm; margin-bottom:3.0pt; margin-left:0cm; padding:0cm 5.4pt 0cm 5.4pt" %)
573 Only appears when the Crosstab data has been filtered using the **Filter**[[ >>doc:Technical Documentation.CXAIR.User Guide.02\. Reporting.2b\. Filters.WebHome]]tab. By default, the grand total for a filtered Crosstab will display the grand total for all data. The **Filter Totals** option will display the grand total of just the filtered values.
574 )))
575 |(% style="border-style:solid; border-top:none; border-width:1.0pt; width:108.45pt" width="181" %)(((
576 (% style="margin-top:6.0pt; margin-right:0cm; margin-bottom:3.0pt; margin-left:0cm; padding:0cm 5.4pt 0cm 5.4pt" %)
577 Page Size
578 )))|(% style="border-bottom:solid windowtext 1.0pt; border-left:none; border-right:solid windowtext 1.0pt; border-top:none; width:69.65pt" width="116" %)(((
579 (% style="margin-top:6.0pt; margin-right:0cm; margin-bottom:3.0pt; margin-left:0cm; padding:0cm 5.4pt 0cm 5.4pt" %)
580
581 )))|(% style="border-bottom:solid windowtext 1.0pt; border-left:none; border-right:solid windowtext 1.0pt; border-top:none; width:253.9pt" width="423" %)(((
582 (% style="margin-top:6.0pt; margin-right:0cm; margin-bottom:3.0pt; margin-left:0cm; padding:0cm 5.4pt 0cm 5.4pt" %)
583 The report can be split into pages by setting the number of rows to be displayed on a single page. This can apply to the configuration of both tables and charts.
584
585 (% style="margin-top:6.0pt; margin-right:0cm; margin-bottom:3.0pt; margin-left:0cm; padding:0cm 5.4pt 0cm 5.4pt" %)
586 If used when nested rows are configured, only the highest level is counted.
587 )))
588 |(% style="border-style:solid; border-top:none; border-width:1.0pt; width:108.45pt" width="181" %)(((
589 (% style="margin-top:6.0pt; margin-right:0cm; margin-bottom:3.0pt; margin-left:0cm; padding:0cm 5.4pt 0cm 5.4pt" %)
590 Label Width
591 )))|(% style="border-bottom:solid windowtext 1.0pt; border-left:none; border-right:solid windowtext 1.0pt; border-top:none; width:69.65pt" width="116" %)(((
592 (% style="margin-top:6.0pt; margin-right:0cm; margin-bottom:3.0pt; margin-left:0cm; padding:0cm 5.4pt 0cm 5.4pt" %)
593
594 )))|(% style="border-bottom:solid windowtext 1.0pt; border-left:none; border-right:solid windowtext 1.0pt; border-top:none; width:253.9pt" width="423" %)(((
595 (% style="margin-top:6.0pt; margin-right:0cm; margin-bottom:3.0pt; margin-left:0cm; padding:0cm 5.4pt 0cm 5.4pt" %)
596 This allows the label width to be fixed rather than dynamic. If you are using nested rows, you can set the size of each row individually.
597
598 (% style="margin-top:6.0pt; margin-right:0cm; margin-bottom:3.0pt; margin-left:0cm; padding:0cm 5.4pt 0cm 5.4pt" %)
599 Please note that all width settings require a value for the configuration to be applied successfully.
600 )))
601 |(% style="border-style:solid; border-top:none; border-width:1.0pt; width:108.45pt" width="181" %)(((
602 (% style="margin-top:6.0pt; margin-right:0cm; margin-bottom:3.0pt; margin-left:0cm; padding:0cm 5.4pt 0cm 5.4pt" %)
603 Total Width
604 )))|(% style="border-bottom:solid windowtext 1.0pt; border-left:none; border-right:solid windowtext 1.0pt; border-top:none; width:69.65pt" width="116" %)(((
605 (% style="margin-top:6.0pt; margin-right:0cm; margin-bottom:3.0pt; margin-left:0cm; padding:0cm 5.4pt 0cm 5.4pt" %)
606
607 )))|(% style="border-bottom:solid windowtext 1.0pt; border-left:none; border-right:solid windowtext 1.0pt; border-top:none; width:253.9pt" width="423" %)(((
608 (% style="margin-top:6.0pt; margin-right:0cm; margin-bottom:3.0pt; margin-left:0cm; padding:0cm 5.4pt 0cm 5.4pt" %)
609 This allows the total width to be fixed rather than dynamic.
610 )))
611 |(% rowspan="3" style="border-style:solid; border-top:none; border-width:1.0pt; width:108.45pt" width="181" %)(((
612 (% style="margin-top:6.0pt; margin-right:0cm; margin-bottom:3.0pt; margin-left:0cm; padding:0cm 5.4pt 0cm 5.4pt" %)
613 Value Alignment
614 )))|(% style="border-bottom:solid windowtext 1.0pt; border-left:none; border-right:solid windowtext 1.0pt; border-top:none; width:69.65pt" width="116" %)(((
615 (% style="margin-top:6.0pt; margin-right:0cm; margin-bottom:3.0pt; margin-left:0cm; padding:0cm 5.4pt 0cm 5.4pt" %)
616 Left
617 )))|(% style="border-bottom:solid windowtext 1.0pt; border-left:none; border-right:solid windowtext 1.0pt; border-top:none; width:253.9pt" width="423" %)(((
618 (% style="margin-top:6.0pt; margin-right:0cm; margin-bottom:3.0pt; margin-left:0cm; padding:0cm 5.4pt 0cm 5.4pt" %)
619 Aligns the Cell values to the left.
620 )))
621 |(% style="border-bottom:solid windowtext 1.0pt; border-left:none; border-right:solid windowtext 1.0pt; border-top:none; width:69.65pt" width="116" %)(((
622 (% style="margin-top:6.0pt; margin-right:0cm; margin-bottom:3.0pt; margin-left:0cm; padding:0cm 5.4pt 0cm 5.4pt" %)
623 Centre
624 )))|(% style="border-bottom:solid windowtext 1.0pt; border-left:none; border-right:solid windowtext 1.0pt; border-top:none; width:253.9pt" width="423" %)(((
625 (% style="margin-top:6.0pt; margin-right:0cm; margin-bottom:3.0pt; margin-left:0cm; padding:0cm 5.4pt 0cm 5.4pt" %)
626 Aligns the Cell values centrally.
627 )))
628 |(% style="border-bottom:solid windowtext 1.0pt; border-left:none; border-right:solid windowtext 1.0pt; border-top:none; width:69.65pt" width="116" %)(((
629 (% style="margin-top:6.0pt; margin-right:0cm; margin-bottom:3.0pt; margin-left:0cm; padding:0cm 5.4pt 0cm 5.4pt" %)
630 Right
631 )))|(% style="border-bottom:solid windowtext 1.0pt; border-left:none; border-right:solid windowtext 1.0pt; border-top:none; width:253.9pt" width="423" %)(((
632 (% style="margin-top:6.0pt; margin-right:0cm; margin-bottom:3.0pt; margin-left:0cm; padding:0cm 5.4pt 0cm 5.4pt" %)
633 Aligns the Cell values to the right (Default).
634 )))
635 |(% rowspan="3" style="border-style:solid; border-top:none; border-width:1.0pt; width:108.45pt" width="181" %)(((
636 (% style="margin-top:6.0pt; margin-right:0cm; margin-bottom:3.0pt; margin-left:0cm; padding:0cm 5.4pt 0cm 5.4pt" %)
637 Conditional Formatting Legend Style
638 )))|(% style="border-bottom:solid windowtext 1.0pt; border-left:none; border-right:solid windowtext 1.0pt; border-top:none; width:69.65pt" width="116" %)(((
639 (% style="margin-top:6.0pt; margin-right:0cm; margin-bottom:3.0pt; margin-left:0cm; padding:0cm 5.4pt 0cm 5.4pt" %)
640 Detailed Horizontally
641 )))|(% style="border-bottom:solid windowtext 1.0pt; border-left:none; border-right:solid windowtext 1.0pt; border-top:none; width:253.9pt" width="423" %)(((
642 (% style="margin-top:6.0pt; margin-right:0cm; margin-bottom:3.0pt; margin-left:0cm; padding:0cm 5.4pt 0cm 5.4pt" %)
643 Displays each aggregation legend side by side in the header or footer.
644 )))
645 |(% style="border-bottom:solid windowtext 1.0pt; border-left:none; border-right:solid windowtext 1.0pt; border-top:none; width:69.65pt" width="116" %)(((
646 (% style="margin-top:6.0pt; margin-right:0cm; margin-bottom:3.0pt; margin-left:0cm; padding:0cm 5.4pt 0cm 5.4pt" %)
647 Detailed Vertically
648 )))|(% style="border-bottom:solid windowtext 1.0pt; border-left:none; border-right:solid windowtext 1.0pt; border-top:none; width:253.9pt" width="423" %)(((
649 (% style="margin-top:6.0pt; margin-right:0cm; margin-bottom:3.0pt; margin-left:0cm; padding:0cm 5.4pt 0cm 5.4pt" %)
650 Displays each aggregation legend one above the other in the header or footer.
651 )))
652 |(% style="border-bottom:solid windowtext 1.0pt; border-left:none; border-right:solid windowtext 1.0pt; border-top:none; width:69.65pt" width="116" %)(((
653 (% style="margin-top:6.0pt; margin-right:0cm; margin-bottom:3.0pt; margin-left:0cm; padding:0cm 5.4pt 0cm 5.4pt" %)
654 Summary
655 )))|(% style="border-bottom:solid windowtext 1.0pt; border-left:none; border-right:solid windowtext 1.0pt; border-top:none; width:253.9pt" width="423" %)(((
656 (% style="margin-top:6.0pt; margin-right:0cm; margin-bottom:3.0pt; margin-left:0cm; padding:0cm 5.4pt 0cm 5.4pt" %)
657 Outputs the aggregations conditional formatting legend as a simple example and description.
658 )))
659
660 == Header ==
661
662 The header options allow labels to be added to the top of a report. The following labels can be added to the left, middle or right of the report:
663
664 (% border="1" cellspacing="0" class="Table" style="border-collapse:collapse; border:1pt solid windowtext; width:800px" %)
665 (% style="page-break-inside:avoid" %)|(% style="background-color:#ed7d31; background:#ed7d31; border-style:solid; border-width:1.0pt; width:139.5pt" width="233" %)(((
666 (% style="margin-top:6.0pt; margin-right:0cm; margin-bottom:3.0pt; margin-left:0cm; padding:0cm 5.4pt 0cm 5.4pt" %)
667 (% style="color:white" %)Label
668 )))|(% style="background-color:#ed7d31; background:#ed7d31; border-left:none; border-style:solid; border-width:1.0pt; width:285.5pt" width="476" %)(((
669 (% style="margin-top:6.0pt; margin-right:0cm; margin-bottom:3.0pt; margin-left:0cm; padding:0cm 5.4pt 0cm 5.4pt" %)
670 (% style="color:white" %)Description
671 )))
672 |(% style="border-style:solid; border-top:none; border-width:1.0pt; width:139.5pt" width="233" %)(((
673 (% style="margin-top:6.0pt; margin-right:0cm; margin-bottom:3.0pt; margin-left:0cm; padding:0cm 5.4pt 0cm 5.4pt" %)
674 Column Size
675 )))|(% style="border-bottom:solid windowtext 1.0pt; border-left:none; border-right:solid windowtext 1.0pt; border-top:none; width:285.5pt" width="476" %)(((
676 (% style="margin-top:6.0pt; margin-right:0cm; margin-bottom:3.0pt; margin-left:0cm; padding:0cm 5.4pt 0cm 5.4pt" %)
677 Shows a count of the number of columns in the table.
678 )))
679 (% style="height:39.6pt" %)|(% style="border-style:solid; border-top:none; border-width:1.0pt; width:139.5pt" width="233" %)(((
680 (% style="margin-top:6.0pt; margin-right:0cm; margin-bottom:3.0pt; margin-left:0cm; padding:0cm 5.4pt 0cm 5.4pt" %)
681 (% style="height:39.6pt" %)Conditional Formatting Description
682 )))|(% style="border-bottom:solid windowtext 1.0pt; border-left:none; border-right:solid windowtext 1.0pt; border-top:none; width:285.5pt" width="476" %)(((
683 (% style="margin-top:6.0pt; margin-right:0cm; margin-bottom:3.0pt; margin-left:0cm; padding:0cm 5.4pt 0cm 5.4pt" %)
684 (% style="height:39.6pt" %)Shows the conditional formatting legend.
685 )))
686 |(% style="border-style:solid; border-top:none; border-width:1.0pt; width:139.5pt" width="233" %)(((
687 (% style="margin-top:6.0pt; margin-right:0cm; margin-bottom:3.0pt; margin-left:0cm; padding:0cm 5.4pt 0cm 5.4pt" %)
688 Date Time
689 )))|(% style="border-bottom:solid windowtext 1.0pt; border-left:none; border-right:solid windowtext 1.0pt; border-top:none; width:285.5pt" width="476" %)(((
690 (% style="margin-top:6.0pt; margin-right:0cm; margin-bottom:3.0pt; margin-left:0cm; padding:0cm 5.4pt 0cm 5.4pt" %)
691 Shows the date and time when the report was saved.
692 )))
693 |(% style="border-style:solid; border-top:none; border-width:1.0pt; width:139.5pt" width="233" %)(((
694 (% style="margin-top:6.0pt; margin-right:0cm; margin-bottom:3.0pt; margin-left:0cm; padding:0cm 5.4pt 0cm 5.4pt" %)
695 Description
696 )))|(% style="border-bottom:solid windowtext 1.0pt; border-left:none; border-right:solid windowtext 1.0pt; border-top:none; width:285.5pt" width="476" %)(((
697 (% style="margin-top:6.0pt; margin-right:0cm; margin-bottom:3.0pt; margin-left:0cm; padding:0cm 5.4pt 0cm 5.4pt" %)
698 The description given to the saved report.
699 )))
700 |(% style="border-style:solid; border-top:none; border-width:1.0pt; width:139.5pt" width="233" %)(((
701 (% style="margin-top:6.0pt; margin-right:0cm; margin-bottom:3.0pt; margin-left:0cm; padding:0cm 5.4pt 0cm 5.4pt" %)
702 Drill Through Menu
703 )))|(% style="border-bottom:solid windowtext 1.0pt; border-left:none; border-right:solid windowtext 1.0pt; border-top:none; width:285.5pt" width="476" %)(((
704 (% style="margin-top:6.0pt; margin-right:0cm; margin-bottom:3.0pt; margin-left:0cm; padding:0cm 5.4pt 0cm 5.4pt" %)
705 Displays the drill through menu used for linking between reports. If there are no linked reports, this option is hidden.
706 )))
707 |(% style="border-style:solid; border-top:none; border-width:1.0pt; width:139.5pt" width="233" %)(((
708 (% style="margin-top:6.0pt; margin-right:0cm; margin-bottom:3.0pt; margin-left:0cm; padding:0cm 5.4pt 0cm 5.4pt" %)
709 Filters: (name)
710 )))|(% style="border-bottom:solid windowtext 1.0pt; border-left:none; border-right:solid windowtext 1.0pt; border-top:none; width:285.5pt" width="476" %)(((
711 (% style="margin-top:6.0pt; margin-right:0cm; margin-bottom:3.0pt; margin-left:0cm; padding:0cm 5.4pt 0cm 5.4pt" %)
712 Shows any form field values. Form Fields can be individually positioned by selecting each filter by name.
713 )))
714 |(% style="border-style:solid; border-top:none; border-width:1.0pt; width:139.5pt" width="233" %)(((
715 (% style="margin-top:6.0pt; margin-right:0cm; margin-bottom:3.0pt; margin-left:0cm; padding:0cm 5.4pt 0cm 5.4pt" %)
716 Group Breadcrumbs
717 )))|(% style="border-bottom:solid windowtext 1.0pt; border-left:none; border-right:solid windowtext 1.0pt; border-top:none; width:285.5pt" width="476" %)(((
718 (% style="margin-top:6.0pt; margin-right:0cm; margin-bottom:3.0pt; margin-left:0cm; padding:0cm 5.4pt 0cm 5.4pt" %)
719 Used in conjunction with the **Group** Layout option. Displays navigation assistance for grouped Crosstabs.
720 )))
721 |(% style="border-style:solid; border-top:none; border-width:1.0pt; width:139.5pt" width="233" %)(((
722 (% style="margin-top:6.0pt; margin-right:0cm; margin-bottom:3.0pt; margin-left:0cm; padding:0cm 5.4pt 0cm 5.4pt" %)
723 Image
724 )))|(% style="border-bottom:solid windowtext 1.0pt; border-left:none; border-right:solid windowtext 1.0pt; border-top:none; width:285.5pt" width="476" %)(((
725 (% style="margin-top:6.0pt; margin-right:0cm; margin-bottom:3.0pt; margin-left:0cm; padding:0cm 5.4pt 0cm 5.4pt" %)
726 Upload an image to be used as a header.
727 )))
728 |(% style="border-style:solid; border-top:none; border-width:1.0pt; width:139.5pt" width="233" %)(((
729 (% style="margin-top:6.0pt; margin-right:0cm; margin-bottom:3.0pt; margin-left:0cm; padding:0cm 5.4pt 0cm 5.4pt" %)
730 Index
731 )))|(% style="border-bottom:solid windowtext 1.0pt; border-left:none; border-right:solid windowtext 1.0pt; border-top:none; width:285.5pt" width="476" %)(((
732 (% style="margin-top:6.0pt; margin-right:0cm; margin-bottom:3.0pt; margin-left:0cm; padding:0cm 5.4pt 0cm 5.4pt" %)
733 The Index name against which the report has been created.
734 )))
735 |(% style="border-style:solid; border-top:none; border-width:1.0pt; width:139.5pt" width="233" %)(((
736 (% style="margin-top:6.0pt; margin-right:0cm; margin-bottom:3.0pt; margin-left:0cm; padding:0cm 5.4pt 0cm 5.4pt" %)
737 Name
738 )))|(% style="border-bottom:solid windowtext 1.0pt; border-left:none; border-right:solid windowtext 1.0pt; border-top:none; width:285.5pt" width="476" %)(((
739 (% style="margin-top:6.0pt; margin-right:0cm; margin-bottom:3.0pt; margin-left:0cm; padding:0cm 5.4pt 0cm 5.4pt" %)
740 The name of the saved report.
741 )))
742 |(% style="border-style:solid; border-top:none; border-width:1.0pt; width:139.5pt" width="233" %)(((
743 (% style="margin-top:6.0pt; margin-right:0cm; margin-bottom:3.0pt; margin-left:0cm; padding:0cm 5.4pt 0cm 5.4pt" %)
744 Page Numbers
745 )))|(% style="border-bottom:solid windowtext 1.0pt; border-left:none; border-right:solid windowtext 1.0pt; border-top:none; width:285.5pt" width="476" %)(((
746 (% style="margin-top:6.0pt; margin-right:0cm; margin-bottom:3.0pt; margin-left:0cm; padding:0cm 5.4pt 0cm 5.4pt" %)
747 Shows the page number in the header. If the report is only a single page, this option is hidden.
748 )))
749 |(% style="border-style:solid; border-top:none; border-width:1.0pt; width:139.5pt" width="233" %)(((
750 (% style="margin-top:6.0pt; margin-right:0cm; margin-bottom:3.0pt; margin-left:0cm; padding:0cm 5.4pt 0cm 5.4pt" %)
751 Query
752 )))|(% style="border-bottom:solid windowtext 1.0pt; border-left:none; border-right:solid windowtext 1.0pt; border-top:none; width:285.5pt" width="476" %)(((
753 (% style="margin-top:6.0pt; margin-right:0cm; margin-bottom:3.0pt; margin-left:0cm; padding:0cm 5.4pt 0cm 5.4pt" %)
754 Shows any query contained within the Search Bar.
755 )))
756 |(% style="border-style:solid; border-top:none; border-width:1.0pt; width:139.5pt" width="233" %)(((
757 (% style="margin-top:6.0pt; margin-right:0cm; margin-bottom:3.0pt; margin-left:0cm; padding:0cm 5.4pt 0cm 5.4pt" %)
758 Row Size
759 )))|(% style="border-bottom:solid windowtext 1.0pt; border-left:none; border-right:solid windowtext 1.0pt; border-top:none; width:285.5pt" width="476" %)(((
760 (% style="margin-top:6.0pt; margin-right:0cm; margin-bottom:3.0pt; margin-left:0cm; padding:0cm 5.4pt 0cm 5.4pt" %)
761 Shows a count of the number of rows in the table.
762 )))
763 |(% style="border-style:solid; border-top:none; border-width:1.0pt; width:139.5pt" width="233" %)(((
764 (% style="margin-top:6.0pt; margin-right:0cm; margin-bottom:3.0pt; margin-left:0cm; padding:0cm 5.4pt 0cm 5.4pt" %)
765 Switch Axis
766 )))|(% style="border-bottom:solid windowtext 1.0pt; border-left:none; border-right:solid windowtext 1.0pt; border-top:none; width:285.5pt" width="476" %)(((
767 (% style="margin-top:6.0pt; margin-right:0cm; margin-bottom:3.0pt; margin-left:0cm; padding:0cm 5.4pt 0cm 5.4pt" %)
768 Shows the **Show Axis** button in the header.
769 )))
770 |(% style="border-style:solid; border-top:none; border-width:1.0pt; width:139.5pt" width="233" %)(((
771 (% style="margin-top:6.0pt; margin-right:0cm; margin-bottom:3.0pt; margin-left:0cm; padding:0cm 5.4pt 0cm 5.4pt" %)
772 Table Controls
773 )))|(% style="border-bottom:solid windowtext 1.0pt; border-left:none; border-right:solid windowtext 1.0pt; border-top:none; width:285.5pt" width="476" %)(((
774 (% style="margin-top:6.0pt; margin-right:0cm; margin-bottom:3.0pt; margin-left:0cm; padding:0cm 5.4pt 0cm 5.4pt" %)
775 Allows access to temporarily edit the **Sort Rows**, **Sort Columns** and **Filter** options after a Crosstab has been run.
776 )))
777 |(% style="border-style:solid; border-top:none; border-width:1.0pt; width:139.5pt" width="233" %)(((
778 (% style="margin-top:6.0pt; margin-right:0cm; margin-bottom:3.0pt; margin-left:0cm; padding:0cm 5.4pt 0cm 5.4pt" %)
779 User
780 )))|(% style="border-bottom:solid windowtext 1.0pt; border-left:none; border-right:solid windowtext 1.0pt; border-top:none; width:285.5pt" width="476" %)(((
781 (% style="margin-top:6.0pt; margin-right:0cm; margin-bottom:3.0pt; margin-left:0cm; padding:0cm 5.4pt 0cm 5.4pt" %)
782 Displays the name of the user that has executed the report.
783 )))
784 |(% style="border-style:solid; border-top:none; border-width:1.0pt; width:139.5pt" width="233" %)(((
785 (% style="margin-top:6.0pt; margin-right:0cm; margin-bottom:3.0pt; margin-left:0cm; padding:0cm 5.4pt 0cm 5.4pt" %)
786 User Field 1-3
787 )))|(% style="border-bottom:solid windowtext 1.0pt; border-left:none; border-right:solid windowtext 1.0pt; border-top:none; width:285.5pt" width="476" %)(((
788 (% style="margin-top:6.0pt; margin-right:0cm; margin-bottom:3.0pt; margin-left:0cm; padding:0cm 5.4pt 0cm 5.4pt" %)
789 Free text fields which can be completed in the Custom Labels section.
790 )))
791
792 == Footer ==
793
794 Footers behave in the same way as headers but are displayed at the bottom of the report. Refer to the **Headers** section for more information.
795
796 == Custom Labels ==
797
798 Labels can be renamed from the default values if required. To edit, use the textbox under the corresponding label. The **User Field** textboxes allow custom text to be displayed in a report.
799
800 == Style ==
801
802 By default, Crosstabs are displayed using a printer-friendly, plain layout. The styling options allow complete customisation over the appearance.
803
804 The **Theme** drop-down list contains a number of colour schemes that will apply to the entire Crosstab. Disable this option by choosing **Default** from the drop-down list.
805
806 Select a specific section of the Crosstab to customise using the **Area** drop-down list. The **Top Left** option allows the use of an image or separate formatting of the empty space displayed at the top left of a Crosstab while all other options refer to specific values or locations. Click the **Reset** button to delete any changes for the currently selected **Area**, or click **Reset All** to remove all styling changes.
807
808 Select an option from the **Copy** drop-down list to quickly duplicate changes across multiple **Areas**. First select from the **Area** drop-down list the section to be styled, then select from the **Copy** drop-down list the section to be copied.
809
810 For further styling options, click the preview at the bottom of the screen and select the relevant area from the subsequent popup menu. Select **Table** to style the entire report, or select from the **Odd/Even Data Columns** and **Odd/Even Data Rows**. Click a **Total **value to add specific styling, and select **Row Axis Labels** or **Column Axis Labels**, when enabled, to style this area of the report. **Font** and **Font Size** are controlled using their own drop-down lists, and the **Style** checkboxes allow further customisation of displayed values. Use the **Text Alignment** radio buttons to specify the position of the text/numbers within cells. Change the **Text Colour** and **Background Colour** by either typing in the hex code or by selecting a colour from the pop-up colour picker.
811
812 = Drill =
813
814 == Options ==
815
816 Enabling the **Drill on Headers** option allows users to subset data by clicking on the column/row header. Once enabled, the drill action for row and column headings can be controlled separately using the relevant **Drill Row/Column Headings** checkbox.
817
818 With the **Drill on Values** option enabled, users are able to drill down into the underlying data that constitutes a total by clicking a value in the report. Disable this option to remove this functionality from the report.
819
820 == Display Fields ==
821
822 This option allows the configuration of displayed fields and the order of the [[Query >>doc:Technical Documentation.CXAIR.User Guide.02\. Reporting.2a\. Query.WebHome]]columns that appear after drilling through on the report. Move fields between the **Available** and **Selected** boxes with the left and right arrows and rearrange the **Selected** box with the **Up** and **Down** arrows.
823
824 == Linking ==
825
826 The **Linking** options are used to add further controls to the drill through action as well as allowing users to drill though from one report to another.
827
828 To add a report, click **Select Reports** to open the saved reports window, click the checkbox next to the desired report to be linked and click **Add to Crosstab**. To remove a linked report, click the **X** icon next to the relevant report.
829
830 Links can be displayed as either a drop list, list or buttons and are specified via the **Display Drill Through Options As** drop-down list.
831
832 If the **Drill Through to Records** option is removed and no saved reports are selected, another **Drill** tab will appear in the **Totals** tab.
833
834 Linking cannot be used with in conjunction with Dynamic Views. The only available drill through option is **Drill Through to Records**.
835
836 = Charting =
837
838 Please refer to the [[Charting >>doc:.2ci\. Charting.WebHome]]section for a detailed breakdown of each chart type and their requirements.
839
840 = Run Report =
841
842 Click the **Run Report** tab to generate the Crosstab using all of the previously configured options.
843
844 When viewing a Crosstab, drill through to the underlying records by clicking on any value.
845
846 To save a Crosstab, click the **Save** icon.
847
848 To return to the previous screen, click the **Undo** button.
849
850 If a Crosstab is deemed too large to be generated in a timely manner, a dialogue box will appear with the option to **Run as Background Task**. If using this option for multiple reports, they will be queued for completion. A progress bar indicating how many reports have been completed is located next to the **Undo** icon. Clicking this icon allows access to the completed Crosstabs.