Data Elements tab (cross tab report)

Cross tab reports allow the display of data on two axes. For example, the report below is being set up to track amount per CBS code per phase, where the CBS codes are the rows, the phases are the column headings, and the body data is made up of the line item amount.

Cross tab reports enable users to run time-series reports defined by two data sources, for example, payments made per quarter per vendor.

In this field:

Do this:

1st Column

This determines the data element that will be used for each row.

Data Element

Click Select and choose the data element. The list will depend upon the data type chosen. The data type will be listed before the data element, separated with a slash (/). For example: Funding/Funding Type, where Funding is the data type chosen on the General tab, and Funding Type is the data element.

Heading

The heading will automatically populate with the data element that you choose, but you can edit this as necessary.

Width

You can specify a column width for the 1st column, or leave it blank to use the default width (automatically adjusts depending on the number of body columns in the report).

Body Columns

This determines the series for which the data will be presented. The list is pre-defined and will depend on what was chosen for the 1st Column. Typically, these are system-defined data elements related to the 1st column choice, for example, status, creation date, etc.

Data Element

  • Click Select. The Data Element Picker window opens.
  • Click the Data Source list at the top of the window and select a data source. This determines which data elements will be available for the report. The choices will include the data type you chose in the General tab, as well as related data sources.
  • Select a data element and click OK. Some data sources might not have data elements.

Width

You may specify body column width or leave it blank to have it automatically adjusted.

Body Data

This determines the data that will show up in the body of the report.

Data Element

The list is dependent on what is chosen for the other parameters, and is determined by what is logically reportable.

Row/Column

  • Select Show Total if you want column and row sum totals to be included in the report.
  • Choose Left or Right alignment.
  • Choose Ascending or Descending to determine the sorting order of the columns and rows.



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Last Published Friday, April 9, 2021