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Creating Crosstab Reports
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The crosstab report layout is quite different from a list report Crosstab reports summarize data in a table format Here s how to create a crosstab report: 1 Open Report Studio 2 From the Welcome dialog box click Create A New Report Or Template 3 From the New dialog box, click Crosstab 4 Click OK The template for the crosstab report displays in the work area, as shown next:
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5 From the Source tab in the Insertable Objects pane, drag a data item to the Columns section of the work area In this example, we add the Order Year query item from the Orders query subject of the Go Sales and Retailers package to the columns 6 From the Source tab in the Insertable Objects pane, drag a data item to the Rows section of the work area In this example, we add the Sales Territory query item from the Countries query subject to the rows 7 Optionally, nest data items within the rows of the crosstab by dragging items from the Insertable Objects pane to the right of the Rows section in the work area In this example, we drag the Product Line query item from the Products query subject and drop it to the right of Sales Territory in the Rows drop zone
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8 Optionally, nest data items within the columns of the crosstab by dragging items from the Insertable Objects pane to the bottom of the Columns section in the work area In this example, we drag the Revenue measure from the Orders query subject and drop it below Order Year in the Columns section of the crosstab
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9 From the Standard toolbar, click Run Report The results display:
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Crosstab reports also allow you to aggregate both the rows and columns You can add formatting to the report to make it more visually appealing for the end user, along with conditional highlighting, prompts, dynamic titles, and many of the same options that were used on the list report
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Charts are a graphical representation of tabular data They can be used to quickly identify large numeric data for different areas of business They are commonly used in dashboard style reports Here s how to create a simple chart report: 1 Open Report Studio 2 From the Welcome dialog box, click Create A New Report Or Template
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3 From the New dialog box, select Chart 4 Click OK The Insert Chart dialog box displays:
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5 Under Chart Group, select a group For this example, we select Pie, Donut 6 In the Chart Type pane, select a type for your chart We select Pie With 3-D Visual Effect 7 Click OK A blank chart displays in the work area:
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8 A pie chart has three drop zones: Default Measure, Pie Slices, and Pies The Default Measure is the value that you want measured across each Pie and Pie Slice Pies and Pie Slices can be the areas of business that you want to evaluate 9 From the Source tab in the Insertable Objects pane, drag a data item to the Pies drop zone In this example, we drag the Order Year query item from the Orders query subject of the Go Sales and Retailers package to the Pies drop zone 10 From the Source tab in the Insertable Objects pane, drag a data item to the Default Measure drop zone In this example, we drag the Revenue measure from the Orders query subject to the Default Measure drop zone 11 From the Source tab in the Insertable Objects pane, drag a data item to the Pie Slices drop zone In this example, we drag the Sales Territory query item from the Countries query subject to the Pie Slices drop zone 12 From the Standard toolbar, click Run Report The results display:
Our results graphically show a year-by-year comparison of revenue for each sales territory You can see that Americas and Central Europe make up a large portion of the revenues By default, you do not see how much revenue each sales territory generated Here s how to display the measure for each pie slice: 1 In Report Studio, select the chart 2 In the Properties pane, the Values property is set to None by default Set it to Inside Slices, Outside Slices, or Outside Slices With Lines The Values property determines if and where values for the slices will display In our example, we set the Values property to Outside Slices With Lines
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