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Inserting Crosstabs in a Report

Creating a crosstab based on a business view

Creating a crosstab based on a query resource

Example of creating a compound crosstab

With the crosstab wizard, it is easy to create crosstabs in a report, however the wizard varies with the data resource type used for the crosstab: business view or query resource.

A web report and library component can only use business views. For a page report it can be created either based on query resources or business views, which is determined at the time when the page report is created by the Create Using Business View option. Once defined, all the data components in the page report can only be created on the specified data resource type.

A crosstab can be inserted in the report areas listed in Component placement. When it is inserted into a banded object, you can use a data container link to define the relationship between the crosstab and its parent.

Creating a crosstab based on a business view

1. Position the mouse pointer at the destination where you want to insert the crosstab.
2. Do one of the following:
   • Drag from the Grid category of the Components panel to the report.
   • Click Insert > Crosstab.
   • Click Home > Insert > Crosstab.

   The Create Crosstab wizard appears, which contains a set of screens for helping you define a crosstab easily. You can use the Back and Next buttons or click the screen name on the screen navigation bar to switch between the screens.

3. In the Data screen, select the business view in the current catalog using which to create the crosstab. When the crosstab is to be inserted into the banded header, banded footer, group header, group footer panel of a banded object in a web report, you can also check Inherit from the Parent to inherit data from the business view used by the parent banded object.

   

4. In the Display screen, specify a title for the crosstab in the Title text box if needed and specify the fields to display in the crosstab.

   

   The Resources box lists the view elements in the specified business view and the dynamic formulas and aggregations created for the business view in the current report. You can use these objects to create the crosstab.

   • In the Columns and Rows boxes, add group objects or dynamic formulas used as Group as column/row fields to display on the column and row headers of the crosstab. You can add an object using either the button beside the target box or by dragging it from the Resources box to the target box.

     For each column/row field, you can double-click in the Label text box and input a name to label the corresponding column/row header, or check the Auto Map Field Name checkbox in the text box if you want to automatically map the label text to the dynamic display name of the field at runtime (by default the Label text box is blank and no label will be created for the column and row headers in a crosstab); double-click in the Color text box to specify its background color (to make the color take effect you need to edit the Background property of the field to Transparent in the Report Inspector after the crosstab is created); click to change the sort manner of its values between Ascend, Descend and No Sort. To adjust the display order of the column/row fields on the column/row headers, select a field and click or ; to remove an unwanted column/row field, select it and click or drag and drop it to the Resources box.

   • In the Summaries box, add aggregation objects , detail objects , dynamic formulas used as Aggregation , dynamic formulas used as Detail or dynamic aggregations as aggregate fields to create aggregations in the crosstab. You can add an object using either the button or by dragging it from the Resources box to the Summaries box. When a detail object is added as aggregate field, double-click in the Aggregate text box to specify the aggregate function for it.

     For each aggregate field, you can double-click in the Label text box and input a name to label the corresponding aggregations in the crosstab, or check the Auto Map Field Name checkbox in the text box if you want to automatically map the label text to the dynamic display name of the field at runtime (by default the Label text box is blank and no label will be created for the aggregations in a crosstab); click the Comparison Function button to define a comparison function for it. To adjust the display order of the aggregate fields, select a field and click or ; to remove an unwanted aggregate field, select it and click or drag and drop it to the Resources box.

     An aggregate field can generate detail aggregations, aggregations for subtotals and aggregations for grand totals for each combination of the column and row fields.

5. In the Filter screen, apply a filter to reduce the data displayed in the crosstab. You can select a predefined filter of the specified business view from the Filter drop-down list to apply, or select User Defined in the list to define a new filter as required.

   

6. In the Layout screen, specify the layout properties of the crosstab.

   

7. In the Style screen. specify the style of the crosstab.

   

   When you have specified to insert the crosstab into a banded object, by default the crosstab will inherit its parent's style. If you want to apply another style to the crosstab, uncheck the Inherit Style option and then select the required style from the Style box.

8. Click Finish to insert the crosstab in the report.

   If you have selected a panel in a banded object as the crosstab destination, after finishing the wizard you need to click the mouse button in the destination once again in order to insert the crosstab there.

Creating a crosstab based on a query resource

Using query resources, you can create compound crosstabs. A compound crosstab contains multiple crosstabs that are mashed up together in a flexible way. Aggregations can be created based on any combinations of the row and column compound groups, making more complex analysis possible.

1. Position the mouse pointer at the destination where you want to insert the crosstab.
2. Click Insert > Crosstab or Home > Insert > Crosstab.

   The Create Crosstab wizard appears, which contains a set of screens for helping you define a crosstab easily. You can use the Back and Next buttons or click the screen name on the screen navigation bar to switch between the screens.

3. In the Data screen, select the data resource in the current catalog using which to create the crosstab.

   

   If the predefined data resources are not what you want, you can click the first item in the corresponding resource node to create one in the current catalog. When a query is selected, click the Edit button to modify the query if required. Then a new dataset based on the selected data resource is created in the page report.

   If you want to use an existing dataset in the current page report to create the crosstab, click the More Options button and then:

   • Check the Existing Dataset radio button and select a dataset. You can click the Edit button to modify the selected dataset in the Dataset Editor if necessary, or click the <New Dataset...> item to create a new dataset in the page report to use. It is always better to use an existing dataset rather than create a new one. Even when the two datasets are based on the same query, JReport will still run the query separately for each dataset.
   • Check the Current Dataset radio button to make the crosstab inherit the dataset from its parent.
4. In the Display screen, specify the fields you want to display in the crosstab.

   

   The Resources box lists the DBFields in the specified data resource as well as the formulas that are valid to these DBFields in the current catalog. You can create the crosstab using these fields. If the predefined formulas cannot meet your requirement, you can click <New Formula...> in the Formulas node to create the formulas you want.

   • In the Columns and Rows boxes, add column/row fields to display on the column and row headers of the crosstab. To add a column/row field, select a DBField or formula in the Resources box and click or , or drag and drop it from the Resources box to the target box. If you want to display compound column/row groups in the crosstab, click at the right bottom corner of the Columns/Rows box to create them, then select each compound group and add the required fields to it.

     For each column/row field, you can double-click in the Label text box and input a name to label the corresponding column/row header (by default the Label text box is blank and no label will be created for the column and row headers in a crosstab); double-click in the Color text box to specify its background color (to make the color take effect you need to edit the Background property of the field to Transparent in the Report Inspector after the crosstab is created); click to change the sort manner of its values between Ascend, Descend and No Sort. To adjust the display order of the column/row fields on the column/row headers, select a field and click or ; to remove an unwanted column/row field or compound group, select it and click or drag and drop it to the Resources box. The display order of the compound groups can also be adjusted by selecting a compound group and clicking or ; to remove a compound group, select it and click .

   • In the Summaries box, add aggregate fields to create aggregations in the crosstab. To add an aggregate field, select a DBField or formula in the Resources box and click or drag and drop to the Summaries box. You can also click <New Crosstab Formula...> in the Crosstab Formulas node to create crosstab formulas to use as the aggregate field. When a DBField or formula is added as aggregate field, double-click in the Aggregate text box to specify the aggregate function for it. If you have created compound column and row groups in the crosstab, you can add aggregate fields for each combination of the compound groups by selecting a row/column group and a column/row group and then adding the required fields.

     For each aggregate field, you can also double-click in the Label text box and input a name to label the corresponding aggregations in the crosstab (by default the Label text box is blank and no label will be created for the aggregations in a crosstab); click the Comparison Function button to define a comparison function for it. To adjust the display order of the aggregate fields, select a field and click or ; to remove an unwanted aggregate field, select it and click or drag and drop it to the Resources box.

     An aggregate field can generate detail aggregations, aggregations for subtotals and aggregations for grand totals for each combination of the column and row fields.

5. In the Filter screen, add filter conditions on the fields that have been added to the crosstab to reduce the data. For how to define a filter, click here.

   

6. In the Layout screen, specify the layout properties of the crosstab.

   

7. In the Style screen, specify the style of the crosstab.

   

   When you have specified to insert the crosstab into a banded object, by default the crosstab will inherit its parent's style. If you want to apply another style to the crosstab, uncheck the Inherit Style option and then select the required style from the Style box.

8. Click Finish to insert the crosstab.

   If you have selected a panel in a banded object as the crosstab destination, after finishing the wizard you need to click the mouse button in the destination once again in order to insert the crosstab there.

Besides using the wizard, you can also drag a blank crosstab to a page report that is created using query resources. To do this:

1. From the Grid category of the Components panel, drag to the destination in the page report which allows the insertion of a crosstab. A blank crosstab is then created.
2. In the Data panel, select the dataset in the current page report with which you want to create the crosstab from the dataset drop-down list, or select <Choose Data from...> from the list to create a new a dataset for the crosstab.
3. Drag the required fields from the Data panel to create the column headers, row headers and aggregations in the crosstab.

Example of creating a compound crosstab

1. Make sure SampleReports.cat is the currently open catalog file. If not click File > Open Catalog to open it from <install_root>\Demo\Reports\SampleReports.
2. Click File > New > Page Report.
3. In the Select Component for Page Report dialog, select Crosstab and click OK.
4. In the Data screen of the Crosstab Wizard, select the query WorldWideSales in Data Source 1 of the catalog.
5. In the Display screen, click in the Rows box and two compound row groups appear in the box.

   

6. Select Row Compound Group, drag and drop the formula year and the field Category in the Products table from the Resources box to the compound row group one by one, double-click in the Label text box of each field and input Year and Category to label the row headers.
7. Select Row Compound Group 1 and add the field Country in the Customers table to it and edit its label to Country.

   

8. Click in the Columns box, then add the formula Quarter to Column Compound Group and the field Order ID in the Orders table to Column Compound Group 1, specify their labels as Quarter and Order ID.
9. Select Row Compound Group in the Rows box and Column Compound Group in the Columns box, drag and drop the field Quantity in the Orders Detail table from the Resources box to the Summaries box as the aggregate field of the compound groups. Double-click in the Aggregate text box and select Sum from the drop-down list that appears, then double-click in the Label text box and enter Quantity to label the aggregations.

   

10. Repeat the above step to add the following fields with the specified aggregate functions as the aggregate fields for the combinations of the following compound groups. Use the fields' display names as the labels.
    • Row Compound Group and Column Compound Group 1: Price, Average
    • Row Compound Group 1 and Column Compound Group: Cost, Sum
    • Row Compound Group 1 and Column Compound Group 1: Unit Price, Average
11. Switch to the Filter screen and specify the filter condition as Category in Blends,Bold And Country in Australia,Belgium. Click Finish.

    

12. In the Report Inspector, select Label, Label 1, QUARTER, Label 4, Label 5, YEAR, Label 6, Label 7, CATEGORY, Label 10, Label 11, Label 12, QUANTITY, QUANTITY 1, QUANTITY 2, QUANTITY 3, QUANTITY 4 and QUANTITY 5 at the same time by pressing the Ctrl key on the keyboard, specify the Background property to Lightgray.

    

13. Repeat the above step to specify the Background property of Label 2, Label 3, Order ID, Label 15, Label 16, Label 17, PRICE, PRICE 1, PRICE 2, PRICE 3, PRICE 4 and PRICE 5 to Pink, specify the Background property of Label 8, Label 9, COUNTRY, Label 13, Label 14, COST, COST 1, COST 2 and COST 3 to Orange, specify the Background property of Label 18, Label 19, UNIT PRICE, UNIT PRICE 1, UNIT PRICE 2 and UNIT PRICE 3 to Gray.
14. Save the report and preview it. You can see the crosstab is composed of four parts, showing different summary information for different combinations of row compound groups and column compound groups.

    

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