InetSoft Documentation: Dashboard Crosstab Table

Users can integrate disparate data sources into crosstab tables and create sophisticated real-time reports using InetSoft's award-winning dashboard software. View the example below to learn more about the Style Intelligence solution.

A crosstab table, also known as a pivot table, is the tabular equivalent of a chart. A Worksheet crosstab contains one column header, one or more row headers, and one measure.

The values at the row-column intersections of the crosstab table represent summary (aggregate) information of the measure. For example, a crosstab with row headers representing 'Salesperson' and column headers representing 'Month of Year' might contain values at the intersections representing 'Average Sale Price' or 'Maximum Sale Price'. The measure in both cases is 'Sale Price'. The summarization method is, respectively, Average or Maximum. By using summarization, crosstab tables display large amounts of data in a compact form.

dashboard crosstab table example
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Step by Step Crosstab Creation

To create a crosstab table from an existing Data Table, follow these steps.

  1. Right-click the table title, and select 'Group and Aggregate' from the context menu. This opens the 'Aggregate' dialog box.
  2. In the 'Aggregate' dialog box, click 'Switch to Crosstab'. The 'Aggregate' dialog box switches to the crosstab view.
  3. In the 'Row Header' panel, select one or more fields from the left menus.
  4. In the 'Column Header' panel, select a field from the left menu.
  5. (Optional) For each selected field in the 'Row Header' and 'Column Header' panels, select a Named Grouping (if one exists) from the corresponding right menu.
  6. In the 'Aggregate' panel, select a measure column from the left menu. This is the column whose values will be summarized.
  7. In the 'Aggregate' panel, select the aggregation method from the right menu.
    • If you select a bivariate aggregation measure (e.g., 'Correlation', 'Weighted Average', etc.), select the second operand (column) from the 'with' menu.
  8. (Optional) To display the measure as a percentage of the grant total, select the 'Percentage' option.
  9. Click 'OK' to create the crosstab table.

InetSoft Viewpoint

"You actually use more business intelligence capabilities. So in between the execution phase and the final evaluation, you’re constantly tracking and monitoring your performance so you can tune your execution. That’s where business intelligence with dashboards for analysis and monitoring come in. And in between the evaluation phase and incorporating your learnings or findings and adapting your strategy, you need to do some in-depth analytics.

That’s the more traditional forecasting or predictive analytics as well as things like data mining. So there is a piece that is more business intelligence as it relates to the management system, and then there is a piece that is more performance management, and you couple them together.

After some months of active use of the platform, go back to the users and find out where they get value out of the system, what they’ve been using it for, and start to use those thought leaders, the folks that have been the most aggressive users getting this value out of it. Use them, perhaps, as a way to add the additional performance management capabilities into the organization." - Mark Flaherty, CMO, InetSoft

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