Convert to Crosstab Dialog Box Properties

This topic describes how you can use the Convert to Crosstab dialog box to convert a table or chart to a crosstab.

Server displays the dialog box when you focus on a table or a chart and then select the crosstab icon on the visualization toolbar but the data fields in the table or chart are not enough for a crosstab.

Convert to Crosstab dialog

Crosstab Title

Specify a title for the crosstab.

Font button

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

Font Properties

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

Select a business view or dataset on which you want to build the crosstab.

Filter

Select to open the Edit Dataset Filter dialog box to specify the filter you want to apply to the selected business view.

Resources

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

Show All Fields/Show Used Fields

Select to show all the business view elements or only the ones that the current data component uses, in the Resources box. This pair of properties are not available when you select another business view to convert to crosstab with.

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

Select to launch the search bar to search for view elements.

See the following properties in the search bar:

Text box
Type the text you want to search in the text box. Server lists the values that contain the matched text.
Close button
Select to close the search bar.
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 button
Select to go to the previous matched text when you have selected Highlight All.
Next button
Select to go to the next matched text when you have selected Highlight All.

Add Column button

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

Add Row button

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

Add Summary button

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

Columns/Rows

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

Field
Server lists the 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 selected 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 , 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.