3.4 Crosstab Wizard
Walkthrough
A crosstab table (pivot table) is a very useful way to summarize information in a tabular format. Records can be grouped vertically and horizontally, creating a grid of data.
To create a crosstab table, follow the steps below:
1. Choose 'Crosstab Wizard'. In Step 1, select 'Order details' within 'Orders'. Click 'Next' to proceed.

To search for a column, start typing the desired column name into the menu.
2. In Step 2, select 'Company' as a row header.

Note that you can also derive new columns from existing columns. See Creating an Expression Column for more information.
3. In Step 3, select 'Product' as a column header.

4. In Step 4, select 'Total' as the Summary column and select 'Sum' as the aggregation function. (See Editing Data Binding for a list of aggregation functions.)

5. In Step 5, add the condition “Discount is greater than 0,” and click 'Append' to insert the condition. (See the Filtering section for more information on setting conditions).

6. In Step 6, choose 'Modern' > 'Shaded' as the Table Style.

7. Click 'Finish'. This displays the report in design view, which shows only meta-data and layout.

8. Click the 'live data' link at the top right to display the report with actual data.

9. Click the 'Save' button in the report toolbar. This opens the 'Save As' dialog box.
10. Enter a name for the new report in the 'Name' field, and select 'Save as Template''. Then click 'OK' to save the report to the Repository.

Tip: You can access and edit a report from both the Design tab and the Report tab. The Design tab lets you modify the report template without executing the report.
11. Select the Report tab at the top of the Portal, and then click the report name in the Repository tree to execute and view the report.
See Also
Production Reports, in End User, for information on executing a report.
Editing Report Elements, to further add, change, or remove report elements.
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