Order Totals Crosstab (Report)

Summary of order values accessed from the Customer and Vendor forms. This crosstab report calculates the sum of order values that are grouped by two types of information — one down the left side of the report in rows and another across the top in columns. Up to 12 columns may be displayed. This type of information display may also be referred to a Pivot Table. Compare the following two examples.

In the first example, the report only groups data vertically by employee and category. This results in more records, making comparisons between different employees’ totals more difficult.

Last Name Category Sum of subtotal

Buchanan Beverages $46,302.09
Buchanan Condiments $16,789.95
Buchanan Confections $36,182.13
Callahan Beverages $111,047.76
Callahan Condiments $49,566.21
Callahan Confections $80,005.65


A crosstab report displays the same information, but groups it both horizontally and vertically so that the datasheet is more compact.

Last Name Beverages Condiments Confections

Buchanan $46,302.09 $16,789.95 $36,182.13
Callahan $111,047.76 $49,566.21 $80,005.65
Davolio $135,575.05 $57,312.23 $103,961.54
Dodsworth $55,931.87 $37,270.00 $30,342.63
Fuller $135,209.30 $51,675.89 $82,459.47
King $105,355.83 $72,368.55 $72,023.27


To Print the Report

1) Select the ‘Order Totals Crosstab’ report from the Customer or Vendor <Reports List> drop list depending on whether the primary filter should be by customer or vendor. All customers or vendors will be included if the respective check box is checked otherwise, only information for the current company will be included on the report.
2) Place a dot in the appropriate cancel, ship, or order Date Range option. This will populate the From and To drop lists with the appropriate dates retrieved from your orders. If ‘Month’, ‘Quarter’, or ‘Year’ is selected from the row or column field reference, this option will be used as the basis for record retrieval.
3) Select a field from the Row drop list to use as your vertical row grouping.
4) Select a field from the Field drop list to use as your horizontal (column) grouping
5) Select a value field from the Total drop list for crosstab subtotals.
6) Place a check in the Line Card check box if totals are to only be shown for vendors included on the agency line card
7) Place a check in the All Vendors or All Customers check box depending on whether the report is being accessed from the Customer or Vendor form respectively.
8) Choose a date range in the From and To drop lists based on the date range option selected in step 2 above.

Note: If ‘Month’ or ‘Quarter’ is selected from the row or column field drop lists, you may leave the From and To controls empty, the reference will be to the current year. If you selected ‘Month’, a date can be entered into the From drop list and the year of that date will be used as the year reference for the report. If you selected ‘Quarter’, since 12 columns can be displayed,

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