Working with Cross Tab Tables

Definition

Cross Tab tables, also called "Matrix" tables and similar to "Pivot" tables, are tables that form a matrix. One or more fields define the columns, and one or more fields define the rows. Each cell in the body displays the value that is true for the intersection of that column and row.

Cross Tab tables are a particularly compact and efficient way of showing lots of information. They also make comparing data across different groups quick and easy.

For example, the following Cross-Tab table shows enrollment counts for all of the classes in each academic division over Fall, Spring, Winter and Summer quarters in a single year.

Screenshot of InfoView Cross-Tab example

Column one, shown in blue, is the name of the academic division.

Row one, shown in blue, is the term indicator: F for Fall, S for Spring, W for Winter and X for Summer. The letters are sorted alphabetically by default; to change this to a different order, see our Apply a Sort guide, specifically the section on custom sort order.

The Body of the table shows enrollment counts for all classes in each division and in each quarter added together.

Video

Add a Cross-tab

Prerequisite: Have your report open and make sure it is in Design Mode. If necessary, refresh your report.

Note: All of the elements of your Cross-Tab tables must already be in the report and available in the "Available Objects" data palette.

1. Navigate to the menu "Report Elements", then the submenu "Tables".

Screenshot of InfoView Menus showing location of buttons and sub-menus

2. On the Cross-Tab button, click the small triangle and select "Define table"

3. Click anywhere on your report

4. In the "Insert Report Element" pop-up, make sure "Cross Table" is selected.

Screenshot of InfoView

5. Columns, Rows and Body conts can all be picked via the "Pick..." drop-down menus with a list of available objects. At least one object must be picked for each area.

Select an object by clicking on the small triangle next to each field and clicking on one object in the list.

Screenshot of InfoView Insert Report Element pop-up showing drop-down menu with the list of available objects

6. To pick more than one Column, Row or Body, click on the "+" sign. This will cause another "Pick..." drop-down menu of available objects to appear directly below.

Screenshot of InfoView

7. Once picked, the selection can be cleared or extra selections can be deleted by clicking the blue "X".

Screenshot of InfoView Insert Report Element pop-up showing

8. Pick your Column(s), Row(s) and Body.

For example: Enrollment counts per class per term for the year selected in the report:

Screenshot of InfoView Insert Report Element pop-up showing selections for column, row and body

9. Once you have made your selections, click OK, and your table will appear.

For example, in this table, we can see that American Studies offered many classes in the year that I selected, but most classes were only offered in only one quarter per year. The quarters in which this class was not offered are blank and contain no enrollment number. For example, the class called "Amer & Americans" was offered both winter and spring quarter, but was not offered in Fall or Summer (X).

Screenshot of InfoView showing cross-tab example table

10. Changes can be made to your cross-tab table by dragging and dropping objects to and from the Available Objects data palette.