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Manually Adjusting the Crosstab Report Item

Once you have added the CrossTab to your report, designed it in the Standalone Report Designer, and closed the wizard, you can further adjust the configuration and rendering of the report item by manually setting its required specifics and achieve the following result.

The final Crosstab created with the Standalone Designer

Formatting Numbers

The CrossTab also enables you to format the numbers for its LineTotal:

  1. Select the detail cell under the Line Total column.
  2. Go to its Properties pane. By default, the pane is in the bottom-right corner of the Standalone Designer.
  3. Choose the Format property and click the ellipses (...) to open the Format Builder. Select Currency from the Categories and leave its default options as shown below:

    Manually adjusting the Crosstab in Standalone Designer - Format Currency

You can also increase the width of the LineTotal column to accommodate larger values by dragging the right border of the Crosstab to the right.

Adding New Grouping

Currently, you have the Products grouped by SubCategories. Grouping them into Categories will organize the data in the Crosstab in a better and more readable way.

To add new grouping by Categories, use the Group Explorer in the Extended Mode.

  1. Select the Crosstab. In the Group Explorer, which, by default, is at the bottom of the designer, click the ellipses (...) beside the productSubCategory row group.

  2. Select Add Group > Parent Group. As a result, the Table Group editor will appear.

    Crosstab in Standalone Designer - Add Parent Row Group Manually

  3. Select =Fields.ProductCategory from the Expression drop-down as a value for the Grouping (shown as Group By in the editor):

    Crosstab in Standalone Designer - Add Grouping to the new Parent Row Group

Displaying Aggregate Values

You can display some aggregate values in the CrossTab as well. For example, to add Totals for numeric fields like LineTotal, add a column on the right that is outside the detail group of the Crosstab:

  1. Right-click over the last Crosstab column. From the context menu, select Insert Column > Outside Group - Right. As a result, a new column with empty cells will appear.

    Crosstab in Standalone Designer - Add New Column outside the Group

  2. In the new column, you can leave the top header row that displays the year for the orders empty. Name the second header, for example, Line Grand Total as this will show the overall total for all years.

  3. Copy and paste the expression from the previous Line Total column. Note that when you preview the report, it will display the correct grand total as the context for executing the expression is not limited by year.

  4. You can also implement the following final adjustments:

    • Rename Product Name to Products Line Count because it will actually show the number of products you have had from each line.
    • Increase some column widths to accommodate all of their content.
    • Apply a background color to the grand totals to distinguish them easier.

Next Steps

See Also

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