Chart Crosstab

Chart Crosstab

1.1 Use Case

A crosstab displays data relationships across two dimensions within a specified range. For example, it can compare the conversion from Leads to Orders across different industries and Account tiers.

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1.2 Chart Configuration

1.2.1 Axis Data

• Dimensions: Up to 5
• Metrics: 1–30

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1.2.2 Styling (Web)

1.2.2.1 Basic Settings

• Chart Name: Defaults to the analysis Subject during creation; customizable.

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• Notes:
  • Content: Add contextual notes to clarify the chart’s purpose.
  • Display Style:
    • Collapsed: Shows as an icon next to the title; hover to view.
    • Expanded: Displays text directly next to the title.
    • Hidden: No notes shown in any view.

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Adding note content

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Collapsed note style

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Expanded note style

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Hidden note style

• Metric Names: Defaults to metric labels; editable with optional business descriptions.
• Dimension Names: Defaults to dimension labels; editable.

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1.2.2.2 Display Settings

• Dimension Value Wrapping:
  • No Wrap: Values exceeding cell width are hidden; hover to view.
  • Wrap: Values auto-wrap to fit.

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• Column Width: Defaults to full page; optional fixed width.
• Row Height: Defaults to “Comfortable”; switch to “Compact.”

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• Show Totals:
  • Toggle display in edit/detail/card views.
  • Card View Total: Enabled by default.

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• Advanced Styling: Customize font size, weight, color, alignment, and reset to defaults.

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• Attribute Field Order: For primary Attribute fields, toggle display to left/right.

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1.2.3 Functional Configuration

1.2.3.1 Basic Settings

• Horizontal Total:
  • Default: Bottom. Switch to top or hide.

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Bottom-aligned horizontal total

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Top-aligned horizontal total

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Hidden horizontal total

• Vertical Total:
  • Default: Right. Switch to left or hide.

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Right-aligned vertical total

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Left-aligned vertical total

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Hidden vertical total

1.2.3.2 Advanced Settings

• Sorting:
  • Optional dimension/metric-based sorting with TopN filters (preset or manual input).
  • Custom sorting for enum or Dept. fields.

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• Show Zero-Value Dimensions: Disabled by default.

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Hidden zero-value dimensions

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Visible zero-value dimensions

• Row Numbers: Optional for row groups only.

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1.2.4 Styling (Mobile)

1.2.4.1 Inherit Web Layout

• Mirrors Web settings; no independent configuration.

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1.2.4.2 Custom Layout

• Adjusts Web settings for mobile optimization.
• Limited options; unsupported settings inherit Web configurations.

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