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Create a Crosstab Chart

Explains how to create a crosstab chart.

A crosstab chart visualizes data in tabular format. This chart is often used to compare relationships between data sets.

This walkthrough explains how to create a crosstab for a quarterly review. This chart visualizes revenue that slices data by country and sales regions. This example uses the following accounts and dimensions:

  • Columns: Revenue GL account and Time by months in the quarter
  • Rows: Location dimension broken down by sales regions

Crosstab Chart Showing Revenue for Q1 in Months Broken Down by Country and Sales Region

See Crosstab Chart Settings for descriptions of settings.

Add a Crosstab Chart to a Dashboard

You will add a crosstab chart, add the revenue account as a column, and change the default time settings.

After completing these steps, you will have a crosstab chart that looks like:

Crosstab Chart with Revenue as the Column

The selections in the Time Setting tab determine the time scope. The initial period in this example is current month and year.

  1. Navigate to the perspective and dashboard for the new chart.
  2. Click Edit from the toolbar to edit the dashboard.
  3. In the left panel, click Chart Tab to view a list of chart types. Drag Crosstab Chart Icon to the design area to create a crosstab chart.
  4. In the left panel, click Account Tab to view a list of accounts. Drag the Revenue account to the chart.
    Example: Add GL account, Revenue  to the chart
  5. In the right panel, click Appearance Settings Tab to change the appearance of the chart. 
    Example: Rename the chart to Quarterly Revenue Results
  6. Click Data Settings Tab to edit the data settings. Expand the Columns section, expand the Accounts section, and expand the Revenue account.

Expanded Columns Section, Expanded Accounts Sections, and Expanded Revenue Account Settings

Example: Change Display units to $,000,000 (#,##0.#).

Add Time as Columns

You want to show revenue for each month in the quarter. You will add the Time dimension as a column and change the Time Settings for the quarter in review.

After completing these steps, you will have a crosstab chart that looks like:

Crosstab Showing Revenue Broken Down by Months in a Quarter

  1. In the Data Settings tab, expand the Columns section and click the Add icon and choose Add Time from the list:

Add Icon when Adding a Dimension or Time

  1. Click Disc-TimeSettings.png to edit the time settings. Make the following changes to get data for Q1, Jan-2017 thru Mar-2017:
    • Stratum: Month
    • Span: Range
    • Data Range: Total Period
    • Span Type: Absolute
    • Period: From Jan-2017 To: Mar-2017

You can override the default from the Time toolbar at the bottom of the chart.

Add Location as Rows

For this crosstab chart, you want to compare revenue for each sales location. You will add the Location dimension as a row and add the Region dimension to break down data by sales regions.

After completing these steps, you will have a crosstab chart that looks like the one shown at the beginning of this article.

  1. Click Data Settings Tab Data Settings tab and expand the Rows section.
  2. Click DIS-addIcon.png to add a new row. Choose Add Dimension from the list. From the selection panel, navigate to the dimension: Location.
  3. Click the Add icon and choose Add Dimension from the list. From the selection panel, navigate to the dimension: Region.

This completes this walkthrough.

 

 

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