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Ÿ Pages—fieldsappearintheupper-leftcornerofCrossTabReports.
Thesefieldshavealistboxthatyouclick,allowingyoutoselectwhich
Pagesfielditemtoview.YoudonotneedtoplaceafieldinthePages
positionoftheLayoutareaforQuattroProtobuildaCrossTabReport.
Ÿ Columns—fieldsappearverticallyalongthetopoftheCrossTab
Report.
Ÿ Rows—fieldsappearhorizontallyalongtheleftsideoftheCrossTab
Report.
Ÿ Data—fieldscontainthedatathatyouwanttoanalyzeintheCross
TabReport.Datafieldscancontainlabelsorvalues.
CreatingCrossTabReports
WithQuattroPro,youcansummarizedatabaseinformationinreportform.
CreatingCrossTabReportsletsyou
Ÿ arrangedataintocategories
Ÿ calculate,analyze,andexaminedata
YoucanuseCrossTabReportstoanalyzeandorganizedatalocatedin
notebooksanddatabases.Forexample,acompanymaymaintainadatabase
withaddressesofcustomersindifferentcities,includinginformationon
customersales.Thedatabaseeffectivelystorestheinformationbutdoesnot
allowyoutoanalyzethedatainaconvenientorprecisemanner.Usingthe
CrossTabReportfeature,thecompanycananalyze,organize,andsummarize
thedataintoaconstantlyupdatedreportonareasales.Thesamedatabase
canbeusedtoanalyzesalesbysalespersonforeachproductthatthe
businesssells.
Planningandinterpretingyourdataanalysis
BeforeyouproduceaCrossTabReportfromadatasourcelikeadatabase,
youmustplanwhichdatafieldsyouwanttoanalyze.TheCrossTabReport
featureanalyzesdatabyusingselecteddatafieldsasroworcolumnlabels
andnumericdatafieldsasthedatabeinganalyzed.Thefieldsintherowand
columnareasareusedasselectioncriteriatodeterminewhichvaluesfrom
thedatabasetoincludeatintersectionsoftherowandcolumnfieldlabels.
Forexample,assumeyourdatabasecontainsproductsalesinformation(data).
IntheCrossTabReport,youplacethefieldcontainingthenamesofyour
company’ssalespeoplealongtheleftofthespreadsheet(rows),andthefield
containingtheproductsyousellalongthetopofthespreadsheet(columns).
Theintersectionofthelabels“SalespersonA”and“Televisions”showsthe
totalnumberoftelevisionsthatSalespersonAsold.
SummarizingdatausingCrossTabReports
261
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AccessingdatacontainedinQuattroPronotebooksorexternal
databases
YoucanuseCrossTabReportstosummarizelargeamountsofinformationin
QuattroProoranexternaldatabase.Ifyoudonothaveaccesstoanexternal
database,youcancreateoriginaldatainanyspreadsheetofyournotebook.
ForinformationaboutcreatingdatabasesinQuattroPronotebooks,see
“Creatingnotebookdatabases”onpage282.Tosummarizedatathatis
containedinmorethanonespreadsheetofyournotebook,youcanconnect
thespreadsheetsandcreateaCrossTabReport.Afteryoucreateorselect
thesourcedatathatyouwanttosummarize,youcanproducedynamicCross
TabReports.
CreatingCrossTabReportsusingthemenuorthetoolbar
UsingthemenuortheCrossTabsReporttoolbar,youcancreateCrossTab
Reports,formatthereportorfieldoptions,expand,copy,ordeletereports,
changethedisplayoptions,orrefreshthereportifyoumakechangestothe
sourcedata.YoucanalsodrilldownorrollupfielddetailsinOLAPCrossTab
Reportsfromthemenuorthetoolbar.Youcanusethemenutocreateand
modifyCrossTabReportsbyclickingTools,DataTools,CrossTabs,Report.
YouaccesstheCrossTabsReporttoolbarbyclickingView,Toolbarsand
enablingtheCrossTabsReportcheckbox.YoucanplacetheCrossTabs
Reporttoolbaronyourspreadsheet,ormoveittoadifferentareaofthe
screen,suchastheApplicationBar.
Usingmacros
Youcanusemacrostoperformdifficultorlengthyprocedureswhensetting
uporcreatingCrossTabReportsifyouplantocreateseveralreportsfrom
thesamedata.Forinformationaboutworkingwithscriptsandmacros,see
“Usingmacros”onpage489.Amacroisasequenceofkeystrokesor
commands,storedinanotebook,thatyoucanplaytoperformanaction
automatically.
CreatingsourcedataforCrossTabReports
Youcaninputoriginaldataifyoudonothaveexistingorexternaldatabase
information.Youcanentersourcedataonanyspreadsheetofthenotebook
withasmanyfieldsasyouwish.Fieldnamescanbeaslongasyouwant;data
canconsistofeithervaluesorlabels.Forinformationaboutcreating
databasesinQuattroPro,see“Creatingnotebookdatabases”onpage282.
BuildingCrossTabReports
Afteryoudecidewhichdatafieldsyouwanttoanalyze,youcanbuildaCross
TabReportintheCrossTabsReportdialogbox.Alloftheavailabledata
262
QuattroPro9:Chapter10
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fieldsfromyoursourcedataarelistedintheFieldslist.TocreateaCross
TabReport,youmust
Ÿ dragatleastonefieldintotheRowsposition.Thesefieldsaredisplayed
horizontallyalongtheleftsideofthereport.
Ÿ dragatleastonefieldintotheColumnsposition.Thesefieldsare
displayedverticallyalongthetopofthereport.
Ÿ dragatleastonefieldintotheDataposition.Thesefieldscontainthedata
thatyouwanttosummarize.Datafieldsthatcontainlabelsare
summarized(bydefault)byacountofthelabels,whiledatafieldsthat
containvaluesaresummarized(bydefault)byasumofthevalues.
TobuildCrossTabReports
1 Clickaspreadsheetcellcontainingdata.
2 ClicktheReportbuttonontheCrossTabsReporttoolbar.Thesourcedata
ishighlighted.
3 IntheCrossTabsReportdialogbox,dragafieldfromtheFieldslistinto
thefollowingpositionsoftheLayoutarea:
Ÿ Rowsposition
Ÿ Columnsposition
Ÿ Dataposition
Ÿ Pagesposition
Ÿ DraggingafieldtothePagespositionisoptional.Fieldsplacedinthe
Pagespositionappearintheupper-leftcorneroftheCrossTabReportand
havealistboxsothatyoucanselectthedesiredfielditemtoview.If
fieldsareplacedinthePagesposition,youcanexpandthereport.For
moreinformationaboutexpandingCrossTabReports,see“Expanding
CrossTabReports”onpage278.
Ÿ YoucandragmorethanonefieldintoeachpositionoftheLayoutareabut
fieldscannotappearmorethanonceineachposition.
Ÿ TheCrossTabReportisplacedoncellA1ofthenextavailable,
unprotectedspreadsheet,unlessyouselectanalternatedestinationinthe
Destinationtextbox.
Ÿ Afteryousummarizeyourdata,youmightfinditusefultodisplayyour
CrossTabReportasachart.Formoreinformationaboutcreatingcharts,
see“Presentingspreadsheetdatainachart”onpage305.
SummarizingdatausingCrossTabReports
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ConnectingmultiplespreadsheetstoproduceCrossTabReports
Yourdatadoesnothavetobeonthesamespreadsheetofthenotebookfor
youtocreateaCrossTabReport.Youcanconnecttwoormorespreadsheets
thatcontaindata,andcreateCrossTabReportstosummarizethedata.
ToconnectmultiplespreadsheetstoproduceCrossTabReports
1 Clickaspreadsheetcellcontainingdata.
2 ClicktheReportbuttonontheCrossTabsReporttoolbar.
3 ClickthePointerbuttonintheSourceDatabox.
4 HolddowntheSHIFTkeyandclickthetabofthespreadsheetswhere
yourdataisstored.Youmustclickthespreadsheettabsinascending
order.
5 ClicktheMaximizebuttonontheCrossTabsReportdialogbox.
6 BuildaCrossTabReport.
Ÿ Afteryouconnectmultiplespreadsheetsofdata,thefirstfieldinthe
FieldslistoftheCrossTabsReportdialogboxis[SHEET].Youcandrag
thisfieldtothePages,Rows,orColumnspositionsoftheLayoutarea.
CreatingCrossTabReportsusingOLAPdatasources
CrossTabReportsareparticularlysuitedtodisplayingandexploringdata
containedinOLAPservers.YoucancreateCrossTabReportsfromfieldsin
anOLAPserverbyselectinganOLAPserverasyourdatasource.Youcan
alsoimportCrossTabReportsyoucreatewithOLAPsoftwareintoaCross
TabsReportCreationdialogbox.
SelectingOLAPdatasources
WhenyoucreateaCrossTabReport,QuattroProletsyouselectadata
sourceotherthanyouractivenotebook.Choosinganalternativedatasource
letsyoutomanipulatedatastoredinanOLAPserver.OLAPdatasourcescan
containaverylargeamountofdata.
ToselectOLAPdatasources
1 Clickanemptycellonthespreadsheet.
2 ClicktheReportbuttonontheCrossTabsReporttoolbar.
3 EnabletheOLAPReportbuttonintheReportTypedialogbox.
264
QuattroPro9:Chapter10
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4 ClickOK.
5 TypeauserIDandpasswordintheConnecttoProviderdialogbox.
6 SelectadatasourceintheCrossTabsDataSourcesdialogbox.
ImportingOLAPCrossTabReports
Youcanimportexistingonlineanalyticalprocessing(OLAP)CrossTab
ReportsfromyourOLAPserverprovider.ImportinganexistingOLAP
reportletsyouuseareporttemplate,whichyoucanalsomodify.Changes
youmaketothereporttemplatearenotreflectedintheoriginalOLAP
serverreport.
ToimportOLAPCrossTabReports
1 Clickanemptyspreadsheetcell.
2 ClicktheReportbuttonontheCrossTabsReporttoolbar.
3 EnabletheOLAPReportbuttonintheReportTypedialogbox.
4 SelectthedesiredserverintheCrossTabsDataSourcesdialogbox.
5 TypeauserIDandpasswordintheConnecttoProviderdialogbox.
6 Selectadatasource.
7 ClickImportReportintheCrossTabsReportdialogbox.
8 SelectareporttypeintheImportTemplatesDialogbox.
9 SelectareportintheImportReportdialogbox.
Ÿ YoumusthaveanOLAPproviderrunninginthebackgroundbeforeyou
canconnecttotheserver.
Ÿ YoucanalsoclicktheImportbuttonintheCrossTabsReportdialogbox
toimportOLAPCrossTabReports.
FormattingCrossTabReports
OnceyousummarizedatainaCrossTabReport,youcanchangethereport
namefromthedefault,aligndatafieldsbyroworcolumn,anddisplayrowor
columnsummaries.
YoucanalsochangetheappearanceofthedataintheCrossTabReport.
WhenyouaskQuattroProtocheckforchangesinthesourcedatait
SummarizingdatausingCrossTabReports
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automaticallyupdatesthedataintheCrossTabReport.Ifthereareblank
cellsintheCrossTabReportbecauseofmissingsourcedata,youcanentera
customlabeltoappearintheemptycellsoftheCrossTabReport.Youcan
preservethedataformattingfromthesourcedatatothereportandcenter
thefieldnamesinthereport.
NamingCrossTabReports
AlthoughQuattroProgeneratesdefaulttitlesforallCrossTabReportsthat
youcreate,youcangivethemmoredescriptiveorspecificnames.
TonameCrossTabReports
1 ClickacellontheCrossTabReport.
2 ClicktheOptionsbuttonontheCrossTabsReporttoolbar.
3 TypeanameforthereportintheNamebox.
ThedefaultnameisCrossTabsTable1.
Ÿ IfyougenerateseveralCrossTabReportsfromyoursourcedata,the
reportnamesmustbeunique.
Ÿ Reportnamescannotbeblank.
Aligningdatafieldsbycolumnorrow
YoucansignificantlychangetheappearanceofCrossTabReportsdepending
onwhetheryoualignthedatafieldsbycolumnorbyrow.Datafieldsaligned
byrowaregenerallyeasiertoviewonyourscreenthanalignedbycolumn.
Toaligndatafieldsbycolumnorrow
1 ClickacellontheCrossTabReport.
2 ClicktheOptionsbuttonontheCrossTabsReporttoolbar.
3 Enableoneofthefollowingbuttons:
Ÿ ByRow—dataappearsverticallyinthereport
Ÿ ByColumns—dataappearshorizontallyinthereport
Ÿ ThedefaultdatafieldalignmentisByRow.
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QuattroPro9:Chapter10
Showingcolumnandrowsummaries
WhenyoucreateCrossTabReports,youcanaskQuattroProtodisplaythe
totalsandgrandtotalsforbothcolumnandrowdata.Showingcolumnand
rowtotalsisusefulbecauseitgivesyouabetterunderstandingofhoweach
fieldrelatestothetotal.Thisfeaturecanhelpyouseeanoverallpictureof
yourdata.
Toshowcolumnsummaries
1 ClickacellontheCrossTabReport.
2 ClicktheOptionsbuttonontheCrossTabsReporttoolbar.
3 EnabletheShowColumnSummariescheckbox.
Toshowrowsummaries
1 ClickacellontheCrossTabReport.
2 ClicktheOptionsbuttonontheCrossTabsReporttoolbar.
3 EnabletheShowRowSummariescheckbox.
Ÿ YoucanenablebothrowandcolumnsummariesforyourCrossTab
Report.
ControllingCrossTabReportdata
CrossTabReportsaredynamic,meaningthatchangesinthesourcedataare
reflectedintheCrossTabReport.YoucanaskQuattroProtoautomatically
checkthesourcedatawhenyouopenthereportandupdatethereportifthe
sourcedatahaschanged.Youcanhaveacustomlabelappearifthereare
blankcellsinthesourcedata.Thisfeatureisusefulifyouareusinga
databasewithalargenumberofrecords.
TocontrolCrossTabReportdata
1 ClicktheOptionsbuttonontheCrossTabsReporttoolbar.
2 EnableeitherofthefollowingDatacheckboxes:
Ÿ UpdateDataOnOpen—checksthesourcedatawhenthereportis
openedandupdatesthedataifithaschanged
Ÿ DisplayInEmptyCells—specifiesthelabeltoappearintheCrossTab
Reportwhenacellisempty.Youcanenteracustomlabel,suchasan
asterisk,orchoosefromtheavailablepresets.
SummarizingdatausingCrossTabReports
267
Ÿ YoucannoteditordeletedatainaCrossTabReport.Toeditthevaluesin
aCrossTabReport,makeastaticcopyofthereport.Forinformation
aboutmakingstaticcopiesofCrossTabReports,see“Makingstatic
copiesofCrossTabReports”onpage277.
CustomizingtheappearanceofCrossTabReports
QuattroProcanapplyapresetformattothereport,preservethedataformat
fromthesourcedata,orcenterthefieldnamesinthereport.
TocustomizetheappearanceofCrossTabReports
1 ClicktheOptionsbuttonontheCrossTabsReporttoolbar.
2 EnableanyofthefollowingFormatcheckboxes:
Ÿ FormatCrossTabsReport—appliesapresetformattothefieldsand
data,makingthereporteasiertoread
Ÿ PreserveDataFormatting—maintainsthenumericformatofthe
sourcedata,suchascurrency
Ÿ CenterLabelsAcrossBlocksOfCells—centersthefieldnames
(labels)acrossthecolumnofdata.(Bydefault,fieldnamesare
right-aligned).
Ÿ FormatCrossTabsReportisenabledbydefault.
FormattingCrossTabReportfields
Afieldisacategoryofinformationthatappearsinadatabasecolumn.
Examplesoffieldsincludename,city,andcountry.Eachfieldinadatabase
hasitems—theindividualentriesthatoccurinafield.Forexample,afield
named“Country”mighthavefielditemsthatincludeFrance,Venezuela,and
Kenya.
WhenyoucreateaCrossTabReport,youcanformatandcustomizethefields
thatappearinthereport.YoucanrenameafieldintheCrossTabReport,
whilekeepingthefieldnameasitappearsinthesourcedata.Youcanchange
afield’spositioninthereportfromrowtocolumn,pages,ordata.This
changestheCrossTabReportsignificantly,asthedatamaybecompletely
differentwhenyouchangefieldpositions.Youcanspecifywhichfielditems
appearintheCrossTabReportifyouwanttohidecertainfielditemsand
displayothers.
268
QuattroPro9:Chapter10
Youcansummarizeandcomparefieldsusingthefieldsummaryanddata
comparisonfeatures.OnlyfieldsintheDatapositionofaCrossTabReport
canbesummarizedorcompared.Youcancalculatetheaverage,standard
deviation,andvariancefordatafieldsordisplaythedataasapercentageof
thetotal.Thesefeaturesareusefulifyouneedtoanalyze,summarizeand
comparetheinformationinthereportorpresentthereportasanoverall
pictureofthedata.
Changingfieldnames
YoucanchangeafieldnameinaCrossTabReport.Thefieldnameis
changedonlyinthereport—itisnotchangedintheoriginaldata.Whenyou
editthereport,thefieldnameretainsitsnameintheCrossTabsReport
dialogboxifyoudragittoanotherpositionofthelayout.Ifyoudragitbackto
theFieldslist,thefieldnamerevertstoitsoriginalname.
Tochangefieldnames
1 Clickonthefieldtochange.
2 ClicktheFieldOptionsbuttonontheCrossTabsReporttoolbar.
3 TypeanewnameintheLabelboxintheFielddialogbox.
Ÿ Double-clickthefieldnametoquicklyaccesstheFielddialogbox.
Changingfieldpositions
AfteryoucreateaCrossTabReport,youcanchangethepositionofanyfield.
Youmaywanttochangeafield’spositiontoexplorehiddenrelationshipsin
thedata.Therearefourpositions:Rows,Columns,Data,andPages.Row
fieldsaredisplayedalongtheleftsideofthereport,columnfieldsare
displayedalongthetopofthereport,andpagesfieldsaredisplayedinthetop
leftcornerofthereport.
Changingafield’spositioncansignificantlychangetheinformationthat
appearsintheCrossTabReport.Certainfieldsaremoreusefulinsome
positionsthanothers.Forexample,afieldwithseveralhundredfielditemsis
notanappropriatechoiceforthePagespositionoftheCrossTabReport
becauseyoumustscrollthroughseveralhundreddifferentversionsofthe
CrossTabReporttoviewallofthedata.
Tochangefieldpositions
1 Clickonthefieldtochange.
SummarizingdatausingCrossTabReports
269
2 ClicktheFieldOptionsbuttonontheCrossTabsReporttoolbar.
3 InthePositionareaoftheFielddialogbox,clickthepositionwhereyou
wanttomovethefield.
Ÿ Thefield’scurrentpositionisenabledwhenyouopentheFielddialogbox.
Ÿ Youcanchangeafield’spositionwithoutaccessingtheFielddialogbox.
ForinformationaboutdraggingCrossTabReportfields,see“Dragging
CrossTabReportfields”onpage276.
Ÿ Double-clickthefieldnametoquicklyaccesstheFielddialogbox.
Hidingfielditems
Fieldscancontainmultiplefielditems.Forexample,yourdatabasemayhave
“Region”withfourfielditems:East,West,North,andSouth.Ifafieldhas
morethanonefielditem,youcanpreventselecteditemsfromappearingin
theCrossTabReport.Theitem’sinformationisstillavailable,butitisnot
displayedinthereport.Youmaywanttohidefielditemsifaparticularitemis
notrelevantornecessarytoyourreport.ThisfeatureisusefulifyourCross
TabReportislargeorcomplex.
Tohidefielditems
1 Clickonthefieldtomodify.
2 ClicktheFieldOptionsbuttonontheCrossTabsReporttoolbar.
3 EnablethefielditemstohideintheHideFieldItemslist.
Ÿ Youcannothideallitemsinafield.
Ÿ Double-clickthefieldtoquicklyaccesstheFielddialogbox.
Calculatingfieldsummaries
Youcanchoosefrommanyfieldsummaryoptions,includingcalculatingthe
sum,average,andstandarddeviation.OnlyfieldsintheDatapositionof
CrossTabReportscanbesummarizedbecausetheyarethefieldsthathave
numericvalues.
270
QuattroPro9:Chapter10
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