Visualise Ad Hoc View data in a new and insightful format
Creating a requires a view with fields available in the columns field
The following example will run through how a Cross-tab can be designed to show how much has been invoiced across categories and the items within each category.
Create the Ad Hoc View:
1. Navigate to the Reporting Portal
2. Within the Ad Hoc Views section, select Create
3. Select the Supplier Invoice Item Topic to base the Cross-tab view on.
4. Define the Input Controls
5. Drag the Independent fields (Service Category & Item ID) into the Rows field.
6. Drag the dependent fields (Item Qty & Amount Invoiced) into the Columns field
7. Title the view 'Amount Invoiced against Service Category.'
Alternatively, you may also toggle the title bar by clicking beside 'Show title.'
The output of the Crosstab is shown below.
NOTE: you can
8. Save the view in the user folder
Tips and Troubleshooting
Save a cross-tab view as a report
1. Click on the floppy disk icon and Save Ad Hoc View and Create Report
2. Save As (pop-up):
- Report Name - Create a name for the report.
- Report Description - Write a quick summary of the view (optional)
- Select the folder which you want to save the view under (typically the user folder found within the organisation's folder)
- Click '+' or '-' to expand or contract a folder's views.
- Select 'Save'
3. 'Save was successful' message appears as a banner across the top of your screen