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Adaptive Insights
Knowledge @ Adaptive Insights LLC, a Workday company.

Create a Crosstab Chart

Explains how to create a crosstab chart in the Discovery new user interface.

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 will visualize revenue that slices data by location and product groups.

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

Before You Begin

Learn about crosstab charts, its structure, and how to slice data.

You need:

This example uses the Working Budget as the default version and the following accounts and dimensions:

  • Columns: Revenue Cube account
  • Rows: Location dimension broken down by Group dimension

See Crosstab Chart Settings for descriptions of settings.

Techniques for Adding Data to a Column or Row

Add a Column or Add a Row

You can add accounts, dimensions, or time as a column or a row. You can only add accounts or time as a column or row – not both.

From the Column section or Row section, click the Add icon and choose Add Dimension or Add Time from the drop-down. If a specific dimension or Time is used once as a column or row, it cannot be reused in the same chart and will be unavailable for selection.

Add Icon and List when Adding a Column to a Crosstab Chart

To reorder, use the Handler iconDIS-handlerIcon.png to drag and drop the the dimension or Time from to the new position within the column or row. The chart reflects this change. 

Time as a Column or Row

Time is a special dimension that defaults to the time selections specified on the Time Settings tab. To change the time settings, go to the Time Setting tab:

The following is an example of Time in the Data Settings tab:

Example of Time as Data Setting

Dimensions as a Column or Row

When you choose Add Dimension, a selection panel displays. Choose the dimension, attribute, or dimension member to add as a column or as a row. 

If the dimension member has no break down data, a message is displayed on the chart upon selection:

No break down is available for the following dimension members: [member names]

Remove dimension members or pin the selection to default to the parent dimension member or dimension. Click DISC-pin.png next to the dimension to pin. The following is an example of an unpinned dimension:

A pinned Dimension

Create a Crosstab Chart

In this walkthrough, add a crosstab chart to a dashboard, 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 icon from the toolbar to edit the dashboard.
  3. In the left panel, click Chart Tab to view a list of chart types. Drag and drop 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 view the data settings. Note that by default the Revenue account is a column and no rows are defined.

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

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, 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. Change pinned time:
    • Stratum: Month
    • Span: Range
    • Data Range: Total Period
    • Pinned time: Jan-2018 - Mar-2018

Add Location as Rows

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

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

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

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

  1. Click Data Settings Tab Data Settings tab and navigate to 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 attribute: Group.

This completes this walkthrough.

 

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