Data Grouping on Crosstabs for Studio Reports

Applies to: Kyvos Reporting

As business requirements grow in complexity, the need for multidimensional analysis increases. Kyvos Reporting Studio supports grouping in crosstab reports, enabling you to use multiple fields in row and column headers to create hierarchical groupings.

When to Group

Use grouping when the summary field depends on multiple levels of dimensional information. Some common scenarios include:

• Zone and Area Expenditure Report: Display monthly expenditures grouped by expenditure heads, departments, and zones.

• Flight Occupancy Analysis: Show quarterly occupancy grouped by sector and flight number.

How to Group

To apply grouping in a crosstab:

1. Select multiple fields for row or column headers.

2. Maintain the correct sequence:

   • The field selected first becomes the outer group (major group).

   • The field selected later becomes the inner group (minor group).

This applies to both row headers and column headers.

Example: Grouping in a Crosstab Report

To create a report like the one shown in the Grouping of Data example:

Required Fields in Query:

• ExpenditureType

• DeptCode

• ZoneCode

• BranchCode

• ExpAmt

Steps to Create the Crosstab:

1. Set up the data source:

   • Select the appropriate connection.

   • Create or select an SQL query.

   • Refresh fields.

2. Insert a Crosstab:

   • Place the crosstab component on the Report Header section.

3. Assign headers and summary:

   • Set ExpenditureType as the first row header.

   • Set DeptCode as the second row header.

   • Set ZoneCode as the first column header.

   • Set BranchCode as the second column header.

   • Set ExpAmt as the summary field.

4. Apply formatting:

   • Format row headers, column headers, and summary fields for clarity.