Column Headers and Row Headers

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EQuIS 7  >>  Professional > Reports > Crosstab Reports >

Column Headers and Row Headers

Column headers are additional rows of values related to the cross-tabbed fields visible across the top of the final Crosstab Report (i.e. the column headers).  

 

Row Headers are additional columns of values related to the cross-tabbed fields visible on the left of the final Crosstab Report.

 

Add Column Headers and Row Headers

 

To select Column Headers or Row Headers, drag and drop the desired field(s) from the list of Available Columns list located on the right side of the Crosstab screen onto the Column Headers or Row Headers grid section. The Available Columns vary based on the report that the Crosstab is created from.

 

Tip: If you are having trouble selecting a row in a grid section, try clicking on the Row Selector.

 

15329-xtab.row.selector

 

For example, create a Crosstab Report that includes location and date information in the Column Headers across the top of the Crosstab. Specify column header(s) by dragging the corresponding field(s) from the list of Available Columns and dropping the field(s) onto the Column Header(s) grid. In this example, drag SYS_LOC_CODE and SAMPLE_DATE and drop them onto the Column Header(s) grid.

 

Note: The Available Columns section was previously captioned as such. The caption for this section is now the report name. The report name will be the name of a system report including selected parameters (if any) or the name of a selected user report.

 

15329-xtab.available.columns

 

Reorder Fields

 

To reorder fields after they have been placed in the Column Headers or Row Headers grid, drag and drop the fields into the desired order.

 

Remove/Delete Fields

 

To remove or delete rows from the Column Header(s) section, select the row(s) that you want to remove and then press the Delete key. Then press YES on the delete confirmation.

 

Selecting Multiple Fields

 

You can select multiple rows in a grid section by using the CTRL or SHIFT keys for Drag/Drop, Reordering, and Deleting actions. Dragging and dropping multiple fields is only supported from the Available Columns list. It is not yet supported from either the Column Header(s) or Row Header(s) sections.  

 

Warning: If more than 10 Column Headers have been added, when the Crosstab is run the following message is displayed.

 

"Cannot display more than 10 column headers at a time. The crosstab will show the first 10 visible headers."

 

The crosstab output in Professional will show about the first 10 headers, the remainder will be cut off. A tooltip will show a list of all the configured headers. Exporting the crosstab or running a published crosstab will only output the first 10 visible headers.

 

Set Header Properties

 

After adding the Column or Row Header, you can optionally specify some additional properties:

 

Caption

Aggregate (Row Header only)

Sort

Display

Hide

 

Caption

 

The Caption property defines the display text shown for this field's label. This is useful if you do not want to use the actual field name as the caption. For example, you can enter "Location" into the Caption property to use that caption in the final report, instead of SYS_LOC_CODE.

 

15329-caption   15329-Caption.RowHeader   15329-caption.result

 

Aggregate (Row Header(s) property only)

 

You can set Row Header(s) to display an aggregate calculation for all aggregate values in the Tabbed Data section.

 

Sort

 

All Column and Row Headers will default to be sorted first in ascending order, according to the order in which they appear in their respective header section. This is needed for the base crosstabbing functionality. In order to set sorting priority on selected fields, the Sort Column allows the specification of how the headers should be sorted (ascending or descending). Headers set with a specified sort will be sorted first, according to the specified sort order (ascending, descending). The resulting crosstab columns to the right of the Row Header(s) output columns will be sorted according to the Column Header(s) sorting properties. The resulting crosstab rows will be sorted according to the Row Header(s) sorting properties.

 

15329-sorting.column hdrs

 

Tip: The rows of the crosstab can be subsequently sorted in the crosstab output form, after running the crosstab from the crosstab configuration, by clicking on the column caption cell to toggle the sorting order.

 

Display

 

The Display column lets you specify how the column will be displayed in the final report. There are multiple Column Header display options as shown below.

 

Default: Generic, non-specialized view of data

Merge (Column Header(s) only): In the crosstab form, Merge can now be selected for column headers, allowing Excel output to merge the columns according to their column header data.

Group By (Row Header(s) only): The group by option will group all rows in the crosstab by every distinct value of the specified row header. These groupings will be displayed in the crosstab grid output in Professional and in the exported crosstab documents. Additionally, you can select "Group By (Sum)" and "Group By (Avg)". Selecting either of these will add a Sum or Average of the tabbed data values at the end of the grouped by section.

Exceedance (bold): Bolds exceedances

Exceedance (italic): Italicizes exceedances

Exceedance (underline): Underlines exceedances

Exceedance (custom): Customize this option to display exceedances in a unique manner.

 
15329-xtab.column.display.options               15329-xtab.row.display.options

 

Hide

 

The Hide check box lets you specify whether or not the column will actually be displayed in the final report.

 

Hide: In some cases it may be necessary to include a value for sorting purposes but not have the value actually displayed in the report. In that case, check the Hide check box.