Formatting a crosstab

You can format a crosstab by changing and removing measures, pivoting, excluding group members, merging cells, filtering, and sorting,

About this task

Many of the layout and formatting options that are set manually in tables are set automatically in crosstabs. Row and column sizes are fixed and no spacer is available.

Changing measures

Measure labels are displayed in the crosstab based on their status as a row or column.

About this task

Measures are arranged in cells. You can add any number of measures. All the measures appear together in every cell. To rearrange the measures, drag them in the measure label area.
  • Measures that are included as rows appear in the crosstab below the Measures heading.
  • Measures that are included as columns appear in the crosstab to the right of the Measures heading.

Procedure

Right-click a measure in the crosstab to change property of the measure.
  • Change Summary Function
  • Change Data Format
  • Remove From Crosstab
  • Create Filter
  • Move Up or Move Down

Pivoting

You can pivot an entire crosstab or you can pivot rows and columns to change vertical and horizontal orientation.

About this task

Pivoting removes any custom sorting applied to headings in your crosstab. It does not affect column or row sorts.

Procedure

  1. To pivot an entire crosstab, click Pivot icon.
    The row and column groups switch places
  2. To pivot a single row group, right-click it and select Switch To Column Group.
  3. To pivot a single column group, right-click it and select Switch To Row Group.

Excluding group members

You can keep or exclude group members in a crosstab.

About this task

You can select multiple row groups or multiple column groups. You cannot exclude by both row groups and column groups.

Procedure

  1. To remove all groups except the selected group, right-click a group member and select Keep Only.
  2. To remove a group, right-click a group member and select Exclude.

Summarizing

All row and column groups are summarized automatically. You can turn off group summary.

About this task

The delete summary option is available only for the outermost group on either axis, either the outermost row group or the outermost column group.

Procedure

  1. To turn off a group summary, right-click any heading in the group and select Delete Row Summary or Delete Column Summary.
  2. To reapply a summary, right-click the heading and select Add Row Summary or Add Column Summary.
  3. To select the summary function and data format for a measure, right-click the measure label and select a function.
    • Sum.
    • Average.
    • Maximum.
    • Minimum.
    • Distinct Count. The number of different items in a row or column.
    • Count All. The total number of items.

Collapsing and expanding members

By default, each row and column group of a crosstab is displayed in a collapsed state. You can see the totals for the group, but not the measures for its individual members.

About this task

When you collapse a group, its summary is automatically displayed, preventing invalid crosstab layouts in which nothing is displayed for some totals when the summary is deleted.

Collapsing an outer group also collapses its inner groups. The Expand Members and Collapse Members options are available only for outermost groups, or for inner groups nested in an expanded outer group.

Procedure

  1. To see measures for group members, right-click the group label and select Expand Members.
  2. To collapse group members, right-click the group label and select Collapse Members.

Merging cells

By default, cells that contain the same data are merged into a larger, single cell to make the crosstab data easier to read.

Procedure

  1. To display all of the individual cells in the crosstab instead of merged cells, place the cursor over Page options icon and select Unmerge crosstab cells.
  2. To merge cells, place the cursor over Page options icon and select Merge crosstab cells.

Sorting

You can sort a crosstab into ascending or descending order.

About this task

When the crosstab includes more than a single row group or more than a single column group, the inner groups are also sorted according to your selection. Only one measure can be used for sorting at any one time. Changing the sort order for another measure resets all others to the default.

Procedure

Right-click the heading that you want to use for sorting and select a sorting option.
  • Sort Ascending
  • Sort Descending
  • Don't Sort
The crosstab is updated to reflect your sorting option. A blue dot appears in the menu next to the currently applied sort option.

Filtering

You can filter the numeric data that is shown in a crosstab.

About this task

You can filter to show only the rows with the top or bottom N values, where N is a number that you specify. For example, you can filter a crosstab to display only the top 10 values in a column.

Only one measure can be used for filtering at any one time. Changing the filtering or sort order for another measure resets the filtered column.

Procedure

  1. Right-click the heading that you want to use for filtering and select a filtering option.
    • Filter Top N Values
    • Filter Bottom N Values
    • Don't Filter Values
  2. Enter the number of values you want to show in the crosstab.
  3. Select whether to show an aggregate of the unranked values in the crosstab.
  4. Select whether to apply the filter across all row groups.
  5. Click OK.
    The crosstab is updated to reflect your filter option. The Filter bottom N values icon appears in the heading when a column is filtered for the top N values. The Filter top N values icon appears when a column is filtered for the bottom N values. A blue dot appears in the menu next to the currently applied filter option.