Advanced Crosstabs

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Advanced Crosstabs Features and Functions WebIntelligence™ 3.1

Last Revised: 2/1/2010

© 2010 – Creative Technology and Training Solutions, LLC 2

Advanced Crosstabs Features and Functions 3.1

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All other product and company names mentioned herein are the trademarks of their respective owners. CTTS is not an authorized partner of Business Objects S.A.

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Advanced Crosstabs Features and Functions 3.1

Objective

To provide you with skills to…

Create Crosstab Block reports

Work with Column and Row Headers

Create Summary Cells and Master Cells

Apply Calculations Separately to Rows and Columns

Calculate Variance and Sum of the Variance

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Advanced Crosstabs Features and Functions 3.1

Blocks

Vertical Table Horizontal TableCrosstabChartForm

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Advanced Crosstabs Features and Functions 3.1

Blocks

Vertical TableData Appears in Columns Headings Appear on Top

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Advanced Crosstabs Features and Functions 3.1

Blocks

Horizontal TableData Appears in RowsHeadings Appear on Left

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Advanced Crosstabs Features and Functions 3.1

Blocks

CrosstabData Appears in Both Columns and RowsHeadings Do Not Appear by Default

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Advanced Crosstabs Features and Functions 3.1

Blocks

ChartsPie, Column, Line, Area, XY (Scatter)

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Advanced Crosstabs Features and Functions 3.1

Different Ways to Create a Crosstab Block

From Existing Vertical TableUsing Crosstab TemplateUsing Turn To Option

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Advanced Crosstabs Features and Functions 3.1

Create a Crosstab

From Existing Vertical Table

3. When VerticalBlue Bar Appears,

Release Mouse Button

1. Select Anywhere in the Year Column

2. Drag Year CellDirectly Above

Top of Block

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Advanced Crosstabs Features and Functions 3.1

Create a Crosstab

Using Crosstab Template

2. Click and DragCrosstab Template

Over the Block

1. Click Templates Tab

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Advanced Crosstabs Features and Functions 3.1

CrosstabUsing Turn To Option

2. Select Turn Tofrom Menu

1. Right-Click onBorder of Block

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Advanced Crosstabs Features and Functions 3.1

CrosstabUsing Turn To Option

1. SelectTables Tab

2. Select Crosstab Picture and Click OK

3. Click OK

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Crosstab

At Least Two Dimensions and One Measure Use Properties Tab to Edit Dimensions Define . . .

Columns

Row Headers

Measures Define . . .

Body

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Advanced Crosstabs Features and Functions 3.1

Pivoting Data Pivoting via Headers

3.. When Year CellCompletely Overlays

City Cell, Drop to Swap

2. Drag Year HeadingDirectly Over the

City Value inThe Heading

1. Select Heading Portion

of Year Column

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Advanced Crosstabs Features and Functions 3.1

Pivoting Data

Pivoting via Structure Button1. Click View Structure

Button on Functions Toolbar

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Advanced Crosstabs Features and Functions 3.1

Pivoting Data

Pivoting via Structure Button

4.. When Year Cell Completely Overlays

City Cell, Drop to Swap

3. Drag Year ObjectDirectly Over City in Structure

2. Select Year in Structure 5. Click View

Results to Display Crosstab

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Advanced Crosstabs Features and Functions 3.1

Pivoting Data Setting Alternate Row/Column

Colors

3. Click the Plus-Sign Next to Alternate

Row/Column ColorsOption

1. Click the Properties Tab

2. With Mouse, HoverOver Block Border and

Left-Mouse Click to Select

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Advanced Crosstabs Features and Functions 3.1

Pivoting Data Setting Alternate Row/Column

Colors

5. Click Drop-Down Arrow to DisplayColor Palette, and

Select Desired Color

4. Click Anywhere on Color Option

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Crosstabs and Break Function Breaking - Down

2. Click on Break Toolbar Button

1. Select Year Dimension Value

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Crosstabs and Break Function Breaking - Down

1. Stay Selected on Break Dimension and Click on

Properties Tab 3. Add SUM to Crosstab

2. Select Break Choices such as Center Values

Across Break

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Advanced Crosstabs Features and Functions 3.1

Crosstabs and Break Function Breaking - Across

1. Click on Show/Hide Formula Toolbar Button

2. Left-Mouse Click on Year Dimension value 3. Click on Break

Toolbar Button

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Crosstabs and Break Function

Applying a Formula

Build via Typing in Formula Bar

Breaking - Across

4. Click Inside Blank Column

Created by Break, and Type Formula

in Toolbar

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Advanced Crosstabs Features and Functions 3.1

Crosstabs and Break Function

Applying a Formula

Build via Formula Editor

Breaking - Across

1. Select Variables(s) from

Data Window

2. Select Calculation(s) from Operators Window

3. Formula Built on the Top Window

Panel

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Advanced Crosstabs Features and Functions 3.1

Crosstabs and Break Function

Break Properties

Breaking - Across

2. Select Break Choices such as Center Values

Across Break

1. Stay Selected on Break Dimension and Click on

Properties Tab

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Crosstabs and Rank Function

3. Click on Ranking Toolbar Button

1. Add SUM Function to Crosstab

Report

2. Click on Dimension in

Crosstab Header to Apply Ranking

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Crosstabs and Rank Function

4. Select Top or Bottom Ranking and the Number to Rank

5. Select Measure from Query on

Which to Base the Ranking

6. Select Dimension to be Ranked and

Click OK

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Advanced Crosstabs Features and Functions 3.1

Crosstabs and Rank Function

Ranking Displayed Across Dimension From High-to-Low

Measure Values

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Advanced Crosstabs Features and Functions 3.1

Show Variable Headers

By Default, a Crosstab Report Does Not Display True Variable Headers

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Show Variable Headers To Display Actual Headers

4. Check theShow

Object NameBox

3. Click thePlus-Sign

Next to DisplayOption

1. Click the Properties Tab2. With Mouse, HoverOver Block Border and

Left-Mouse Click to Select

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Show Variable Headers Actual Variable Headers now Display

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Crosstabs and Master Cells Reconfigure Crosstab from either

Report Manager or from Report itselfDrag/Drop Object From Report

Manager Window into area Above

Report, creating a Master Cell

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Crosstabs and Master Cells Reconfigure Crosstab from either

Report Manager or from Report itself

Swap between Quarter and Year by clicking on Quarter. Drag and Drop Over Year Value

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Advanced Crosstabs Features and Functions 3.1

Adding Summary Cells3. Repeat process and drop

Sales Revenue next to Lines Master Cell.

1. Select Sales Revenue.Drag next to Quarter Master Cell and Hold Mouse Button.

2. Press Control Key.Release Mouse.

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Advanced Crosstabs Features and Functions 3.1

Adding Summary CellsSummed Sales Revenue for Accessories Block Only and

For All 2006

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Advanced Crosstabs Features and Functions 3.1

Drilling on Crosstab Blocks Create new Query Select Objects from One or More Hierarchies Drill On Dimensions Only

Year, Quarter and Month are from Time Hierarchy;

State, City and Store Name are from Store Hierarchy.

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Advanced Crosstabs Features and Functions 3.1

Drilling on Crosstab Blocks

2. Drag Block Left, into Report Manager Window and Drop

1. Hover Over Border of Block; Left-Mouse Click Border

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Drilling on Crosstab Blocks1. Multi-Select using Control

Button, All Top-Level Hierarchy Objects and Drop

in Report Window

2. Create Crosstab with Drag and Drop, Template, or Right- Click Border/Turn To Option.

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Advanced Crosstabs Features and Functions 3.1

Drilling on Crosstab Blocks Pivot Columns as NeededClick the Drill Mode Button

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Drilling on Crosstab Blocks

Report Cells Have Become Drillable HyperLinks

Drill Down on Multiple HierarchiesClick Once on a Measure Cell

in Order to Drill Down on Multiple Hierarchies – For Example: 2008-California.

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Advanced Crosstabs Features and Functions 3.1

Drilling on Crosstab Blocks

Upper Drill Levels Displayed in Drill Filter Toolbar

Drill Down/Up on Multiple Hierarchies

Click One Up-Arrow To Drill Up on That Hierarchy

Report Drills Down to the Header Values at the Intersection of the

Row/Column Selected

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Advanced Crosstabs Features and Functions 3.1

Drilling on Crosstab BlocksDrill Down/Up on Single Hierarchy

Click Once on a Header Cell in Order to Drill Down On That

Hierarchy.

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Advanced Crosstabs Features and Functions 3.1

Drilling on Crosstab BlocksWorking with Drill Filters on Drill Toolbar

2. Click on Up-Arrow to Drill Back Up

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Advanced Crosstabs Features and Functions 3.1

Drilling on Crosstab BlocksWorking with Drill Filters on Drill Toolbar

Drag Additional Report Manager Variables into the Drill Toolbar to Create a Drill

Report Similar to Pivot Table

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Advanced Crosstabs Features and Functions 3.1

Drilling on Crosstab BlocksWorking with Drill Filters on Drill Toolbar

2. Drag Into the Report Manager, to Remove Variable from Drill Toolbar

1.Click Directly on Dimension Icon in Drill Toolbar

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Advanced Crosstabs Features and Functions 3.1

Drilling on Crosstab BlocksWorking with Drill Filters on Drill ToolbarDrill Across

Click on Any Drill Toolbar Drop-Down Arrow and Select a Different Value, to Drill Across

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Advanced Crosstabs Features and Functions 3.1

Drilling on Crosstab BlocksDrill By

2. Select Drill By Option, Select Class, and Dimension within

Class

1. Right-Click Directly on Dimension Icon in Drill Toolbar

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Advanced Crosstabs Features and Functions 3.1

Drilling on Crosstab BlocksDrill By Drill By Dimension Displays in

Report, and Drilled From Dimension is Moved to Drill

Toolbar

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Advanced Crosstabs Features and Functions 3.1

Converting Crosstab to Chart

1. Right-click on Crosstab Border, Select Turn To

2. Select Chart Type and Click OK

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Advanced Crosstabs Features and Functions 3.1

Chart Formatting and Drilling1. To Format,

Click on a Chart Area, Then Click on

Properties Tab

2. To Enlarge the Chart Display, Drag Out the Side and/or

Bottom Chart Borders

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Advanced Crosstabs Features and Functions 3.1

Chart Formatting and DrillingClick on Axis

Dimensions or Data Columns to Drill

Down or Up

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Chart Formatting and DrillingResult of Drilling Down From State to City

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Advanced Crosstabs Features and Functions 3.1

© 2009 – Creative Technology and Training Solutions, LLC

Contact Information: Michael Ward(586) [email protected]

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Advanced Crosstabs Features and Functions 3.1

© 2009 – Creative Technology and Training Solutions, LLC

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