Modifying a crosstab
Once a crosstab has been created, you can further modify it by accessing its shortcut menu wizard which is composed by a set of screens that are similar to the wizard screens used to create the crosstab. For example, you can change the data used by the crosstab, reset the layout and style of the crosstab.
To modify a crosstab after it has been created:
- Right-click the crosstab and select Crosstab Wizard from the shortcut menu to display the Crosstab Wizard.
- In the Data screen, specify a new data source for the crosstab if required.
- In the Display screen, specify the fields you want to display in the crosstab.
- In the Layout screen, specify the layout of the crosstab.
- In the Style screen, set a style for the crosstab.
- Upon finishing, click Finish to accept the changes.
See also the Crosstab Wizard for page report or web report/library component for detailed explanation about options in the wizard.
After finishing the modification, you can also apply some filter conditions to narrow down the records displayed in the crosstab the same as you do for a table (for details, see Filtering the data). However, if the crosstab is created on an HDS, the conditions you define in the Format Filter dialog will not be applied when the crosstab runs due to the specialty of HDS. Therefore, if you want to filter the data displayed in such kind of crosstabs, you need to make use of the dataset filter.
Notes:
- Due to the specialty of hierarchical data sources, you are not allowed to specify an HDS as the new dataset of the crosstab.
- For a page report, when you have specified a new dataset for the crosstab, if there are existing fields in the crosstab that cannot match the new dataset, they will be marked with a red cross icon. You can use the Replace button to select fields from the new dataset to replace them. Then when you finish the modification, the new dataset and fields you specify will be displayed in the crosstab and those remaining fields that cannot be matched to fields in the new dataset will be removed from the crosstab automatically.
- For a web report, if you specify a new business view for the crosstab, the current crosstab data will be lost and when you finish editing, a new crosstab will be created.