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Cross-Tab reports
R&R enables you to select a group field and create totals for each value
in that field. Cross-tabulating totals extend this capability by allowing
you to create totals for two fields at the same group level. Since the
resulting report resembles a table with totals tabulated down columns and
across rows, it's referred to as a cross-tab report.
For example, the following summary columnar report produces total sales
for each product sold by the sales representative. In addition, it
produces total sales for each product by all sales reps. But since sales
reps are grouped within products, it can't produce the total sales of all
products by each sales rep.
WEEKLY SALES SUMMARY REPORT
===========================
Product/Sales Rep Amount
----------------- ------
CIP
Brenda 1200
Ellen 1850
Rob 1425
Roger 1025
------
CIP - All reps 5500
dB Report Writer
Brenda 450
Ellen 675
Rob 305
Roger 445
------
dB Report - All reps 1875
R&R Report Writer
Brenda 9820
Ellen 11465
Rob 8775
Roger 10450
------
R&R Report Writer - All reps 40510
======
All Products - All sales reps 47885
Without using a cross-tab, you would have to create two separate reports
to produce totals by product and by sales rep. A cross-tab report enables
you to create both sets of totals on the same report. In addition, a
cross-tab is more compact and thus easier to read.
WEEKLY SALES SUMMARY REPORT
===========================
CIP dB Report R&R Report All Products
--- --------- ---------- ------------
Brenda 1200 450 9820 11470
Ellen 1850 675 11465 13990
Rob 1425 205 8775 10505
Roger 1025 445 10450 11920
All Sales Reps 5500 1875 40510 47885
Note that in this example the crosstab computes sum totals. It is also
possible to create a crosstab with other totals such as counts, minimums,
and maximums. Use the following steps to create any crosstab report.
1. SELECT A FIELD TO TOTAL
In this example, you are summing the amount contained in the database
field SALE_AMT. There is one record in the database for each product
sold. Each record includes three fields: SALES_REP contains the name of
the rep, PRODUCT contains the name of the product, and SALE_AMT
contains the dollar amount.
2. SELECT THE TYPE OF TOTAL
R&R offers five types of totals: Sum, Count, Average, Highest
(maximum), and Lowest (minimum).
3. SELECT TWO FIELDS TO TABULATE
In this example, you want to tabulate totals by product and by sales
rep. These values are contained in the fields PRODUCT and SALES_REP.
4. CREATE THE GROUP FIELD
From the two fields you selected to tabulate in step 3, determine which
one contains more values. In this example, there are four sales reps
and only three products, so the group field should be SALES_REP.
Use the /Sort-Group Sort-Fields command to enter SALES_REP as the level
one sort-group field. Since sales reps will each be on a separate row,
we will refer to SALES_REP as the ROW field, and PRODUCT as the COLUMN
field.
5. CREATE THE COLUMN ALLOCATION FIELDS
For each value in the column field, you must create a calculated field.
These fields enable you to allocate the sale amount to the correct
product. You selected the field with the fewest values to be the column
field to minimize the number of fields created in this step.
A. This procedure applies to a crosstab of sums, averages, minimums,
and maximums. For counts, refer to step 5B. Select /Field Calculate
Create and enter the name CIP_Amount. Then enter the following
expression:
IIF(PRODUCT="CIP", SALE_AMT, 0)
Think of this action as adding a field to the database that contains
the amount only of the product is CIP, otherwise the field contains
0. Follow this procedure again for the two other products to create
the following fields:
dBR_Amount = IIF(PRODUCT="dBR", SALE_AMT, 0)
RnR_Amount - IIF(PRODUCT="R&R", SALE_AMT, 0)
B. If you are producing a crosstab of counts, the calculated field
expression will be slightly different. In this example, if you were
counting the number of sales, the expressions would be as follows:
CIP_Count = IIF(PRODUCT="CIP", 1, 0)
dBR_Count = IIF(PRODUCT="dBR", 1, 0)
RnR_Count = IIF(PRODUCT="R&R", 1, 0)
Think of this expression as adding one to the count if the sale was
for the product being counted. You would then complete steps six
through ten, substituting these field names wherever you see the
field names CIP_Amount, dBR_Amount, or RnR_Amount.
6. CREATE THE CROSSTAB VALUES
The fields you created in step 5 contain detail information for each
sale. You must now create a total of each detail field, since the
crosstab contains totals for each sales rep.
Select /Field Total Create and enter the name CIP_X_Tab. To create the
sales rep total for CIP, select Sum, CIP_Amount, and 1. The other two
crosstab values are similarly calculated as follows:
dBR_X_Tab = SALES_REP Sub-Sum of dBR_Amount
RnR_X_Tab = SALES_REP Sub-Sum of RnR_Amount
7. CREATE ROW TOTALS
The total for each sales rep is calculated by simply adding up the
three product totals.
Select /Field Calculate Create and enter the name Rep_Total. Then enter
the following expression.
CIP_X_Tab + dBR_X_Tab + RnR_X_Tab
8. CREATE COLUMN TOTALS
Column totals are created the same way the crosstab values were in step
6, except with the GRAND reset level.
Select /Field Total Create and enter the name CIP_Total. To create the
sales rep total for CIP, select Sum, CIP_Amount, and Grand. Follow this
procedure again for the two other products to create the following
fields:
dBR_Total = Grand Sum of dBR_Amount
RnR_Total = Grand Sum of RnR_Amount
9. CREATE THE GRAND TOTAL
The grand total in the lower right corner is both the total of the last
column and the total of the last row. You will use a calculated field
to define it as the addition of the three column totals.
Select /Field Calculate Create and enter the name Grand_Tot. Then enter
the following expression:
CIP_Total + dBR_Total + RnR_Total
10. CREATE THE REPORT FORMAT
Now that all the necessary fields have been defined, create the
following report format. Create the lines with the /Line Create command
and insert fields with the F10 [Choices] key. Note that fields you will
insert are contained in angle brackets in this example. This completes
the crosstab.
--------------------------------------------------------------------------
Header WEEKLY SALES SUMMARY REPORT
Header
Header CIP dB Report R&R Report All Products
Header
1SALE <sales rep> <CIP_X_Tab> <dBR_X_Tab> <RnR_X_Tab> <Rep_Total>
1SALE
Summar All Reps <CIP_Total> <dbR_Total> <RnR_Total> <Grand_Tot>
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