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Creating a Crosstab View and Report

Emil Mathews
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Cust%2BSupp.png

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 CreateHomeADHOCVIEW.pngTIBCO_Jaspersoft__Home_Ad_Hoc_View.png

TIBCO_Jaspersoft__Home_Ad_Hoc_View.png

3. Select the Supplier Invoice Item Topic to base the Cross-tab view on.

4. Define the Input Controls 

NOTE: No filters are applied for this example other than the invoice issued date fields

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.'

TIBCO_Jaspersoft__Ad_Hoc_Editor-4.png

Alternatively, you may also toggle the title bar by clicking Screen_Shot_2022-04-22_at_2.43.13_pm.png beside 'Show title.' 

 

The output of the Crosstab is shown below.

TIBCO_Jaspersoft__Ad_Hoc_Editor-5.png

NOTE: you can 

8. Save the view in the user folder

TIBCO_Jaspersoft__Ad_Hoc_Editor-6.png

 

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 

TIBCO_Jaspersoft__Ad_Hoc_Editor-7.png

2. Save As (pop-up):

  1. Report Name - Create a name for the report.
  2. Report Description - Write a quick summary of the view (optional)
  3. 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.
  4. Select 'Save'

3. 'Save was successful' message appears as a banner across the top of your screen