A crosstab is a summary tool for analyzing the data in a report. For example, a crosstab examining awarded grants might sum the amounts awarded by program area and process.
Follow these steps to build a crosstab:
- Navigate to a report you've built, then click Add Crosstab.
- Choose a header values column (the variable to display at the top of the crosstab), a label values column (the variable to display on the side of the crosstab), and an aggregate values column (the variable that will be aggregated within the crosstab).
- Select an aggregate function. This is the mathematical function to be performed on the aggregate values column, based on the header and label values columns.
- In this example, the amount awarded is being aggregated, and we've chosen a sum as the function. This means that the highlighted cell shows the following data: The sum of the amounts awarded for requests with "Health" as the program area, and that are within the 2018 Fall Grants process.
- In this example, the amount awarded is being aggregated, and we've chosen a sum as the function. This means that the highlighted cell shows the following data: The sum of the amounts awarded for requests with "Health" as the program area, and that are within the 2018 Fall Grants process.
- Click Save New Report after building a crosstab. The crosstab can be exported in an Excel, CSV, or PDF format.