Cross Tab Report

To generate the Cross Tab Report:

1. Generate the counts for your Filter (see Filters for more details on this process).

2. In the Tool Ribbon, select Cross Tabs. The Cross Tab Report screen is displayed.

3. From the "Add a Field" drop-down menu, select a field that you want to include in the report. Optionally, you can repeat this step as needed to add more fields.

4. In the Tool Ribbon, click Run Statistics. The system begins generating the report stats. A progress bar is displayed in the top-right corner of the Workspace.

5. When the report stats are ready, click on a field to view the Cross Tab Report for that field. The system displays a list of every value in that field that's included within the Filter result set, as well as a count of how many times each value appears within the result set. The system also displays a pie graph, showing the distribution of these different values.

Load and Send Filters

If the source table for your Filter is a Load and Send Table, you have the option of selecting which import file to use when generating the Cross Tab Report:

1. Generate the counts for your Filter (see Filters for more details on this process).

2. In the Function Menu, select "Cross Tabs." The Cross Tab Report screen is displayed.

3. From the "Add a Field" drop-down menu, select a field that you want to include in the report. Optionally, you can repeat this step as needed to add more fields.

4. In the Tool Ribbon, click Run Statistics. A "Choose File Import for Calculation" dialog box is displayed.

5. In the "Choose File Import for Calculation" dialog box, select which specific import file you want to use to calculate the Cross Tab Report:

• Most Recent: To use the most recent import file, place a check mark next to "most recent." This is the default option.

• Most Recent from a Folder: To use the most recent import file from a specific folder, place a check mark next to "most recent from a folder. The system displays your folder hierarchy. Select the desired folder.

• Specific Import: To use a specific import file, place a check mark next to "specific import from a folder." The system displays your folder hierarchy. Select a folder to see a list of all the import files within that folder. Select the desired import file.

6. Click calculate. The system begins generating the report stats. A progress bar is displayed in the top-right corner of the Workspace.

7. When the report stats are ready, click on a field to view the Cross Tab Report for that field. The system displays a list of every value in that field that's included within the Filter result set, as well as a count of how many times each value appears within the result set. The system also displays a pie graph, showing the distribution of these different values.

For more information on the Load and Send feature, please Load and Send Overview.

 

The platform provides a download function, used to export Cross Tab Reports into a Microsoft Excel format.

To export a Cross Tab report for a single field:

1. Generate the Cross Tab report as described above.

2. Select a field. The Cross Tab Report for that field is displayed.

3. Above the list of values, click download stats.

4. An Open File dialog box is displayed. Click open to open the Excel file, or click save as to save the Excel file in a designated location. The Excel file contains the Cross Tab results for the selected field.

To export the Cross Tab Report for all fields in the report:

1. Generate the Cross Tab report as described above.

2. In the Tool Ribbon, click Download All Stats.

3. An Open File dialog box is displayed. Click open to open the Excel file, or click save as to save the Excel file in a designated location. The Excel file contains the Cross Tab results for every field that you added to the report.

 

Based on the results displayed within the Cross Tab Report, you might discover values in a field that you want to explicitly include or exclude from your Filter. The system allows you to make those adjustments to the Filter logic, right from the Cross Tab screen.

1. Generate the Cross Tab report as described above.

2. Select a field. The Cross Tab report for that field is displayed.

3. In the Cross Tab report, click on a value. Optionally, you can Shift + Click or Control + Click to select multiple values.

4. Determine whether you want to "include" or "exclude" the selected values:

• To include all selected values, click Filter on Values in the Tool Ribbon. The system automatically builds and inserts a new component into the Filter logic that is composed of an "in" mathematical operator, followed by all of the values you selected. This new component is set to "include."

• To exclude all selected values, click Exclude all Values in the Tool Ribbon. The system automatically builds and inserts a new component into the Filter logic that is composed of an "in" mathematical operator, followed by all of the values you selected. This new component is set to "exclude."