Create a crosstab report

Before you begin

[!IMPORTANT] Confirm that you have access to the relevant BI pages. Operations that involve creating, editing, or managing also require the corresponding administrative permissions.

Create a crosstab report

• Start from a new report, select a blank template, and you can switch the report type of a custom object analysis to a crosstab report. You must first select a primary object; once selected, its Related Objects are automatically brought in and can be selected as needed.
• A crosstab report supports both row grouping and column grouping. Column groups appear on the left of the data table, and row groups appear at the top. At the intersection of rows and columns, you can perform multiple types of aggregation on the data, such as count, sum, average, maximum, and minimum.

Edit a crosstab report

• The following scenarios illustrate how a crosstab report can aggregate data across multiple dimensions at the same time:
• Scenario 1: Aggregate sales by department and by quarter of 2022.
  • Row field: Primary department; Column field: Order date - Quarter; Roll-Up Summary field: Sales order amount (CNY) - Sum.

• Scenario 2: Aggregate sales by quarter and by month of 2022 for customers owned by each employee.
  • Row fields: Owner, Account Name; Column groups: Order date - Quarter, Order date - Month; Roll-Up Summary field: Sales order amount (CNY) - Sum.

• Scenario 3: Aggregate sales by quarter of 2022 for each customer, and also view each customer’s province/region and Account Level.
  • Row group: Account Name; Column group: Order date - Quarter; Roll-Up Summary field: Sales order amount (CNY) - Sum; Attribute dimensions: Province, City, District, Customer level
    • Note: When a row group contains a “primary attribute” field as a group, dragging other fields from the same object into the row group makes them attribute columns by default. You can switch them to groups using the “Group” dropdown; after ungrouping, they become attribute columns again. A primary attribute field cannot be used as an attribute column (that is, a primary attribute field cannot be ungrouped).

• Scenario 4: If your organization has enabled the multi-time-zone feature, aggregate the sales order amount for each department’s personnel in the UTC+8 time zone in August 2022.
  • Row group: Assigned Department; Column group: Owner; Roll-Up Summary field: Order amount (CNY) - Sum; Time zone: UTC+8
    • Note: In crosstab editing mode you can switch the time zone. When UTC+8 is selected, the order amount for each department’s personnel is displayed according to UTC+8. If the order date is a field attribute, the multi-time-zone logic does not apply. When the user selects [Business occurrence time zone], the data is displayed according to the actual time zone in which the business occurred; in this example, that is UTC+8.

• Feature notes:
  • Multiple row and column groups are supported, with up to 5 groups in total.
  • Up to 5 aggregation columns are supported.
  • Date and Date Time fields can be grouped by year, quarter, month, and day hierarchies.
  • Row and column subtotals and totals can be displayed, and you can choose whether to show them. In addition, the horizontal total can be configured for display position.
  • Aggregation values, subtotals, and totals all support click-through to view details.
  • Grouped fields support sorting, and data range filtering is supported.
  • Forwarding, exporting, sharing, and subscribing are supported. Other styling options for crosstab reports are the same as those for standard reports; click to view them.

Expected result and verification

Related topics

• Create a standard report
• View and use reports