Creating Crosstabs in Historical Reporting

Tabulate or summarize columns and rows of data by adding a crosstab, also known as a pivot table, to an analysis.

When you create a crosstab in Analysis, you can save it to the Visual Gallery and add it to custom reports and dashboards. For more information on viewing and creating an Analysis, see About Analysis in Historical Reporting.

To add a crosstab:

  1. At the top of the analysis, click Add Crosstab.
  2. Configure the crosstab field values:
    • Header Values Column: Select the attribute whose values you want to show horizontally, as column headers, across the top of the crosstab table. An additional drop-down menu may appear depending on which attribute you select. For example, if you select Start Time, an additional drop-down menu appears with time frame options, such as by Year, for grouping the data.
    • Label Values Column: Select the attribute whose values you want to show vertically in the left-most column of each row.
    • Aggregate Values Column: Select the attribute or measure whose values you want aggregated to produce the contents for the rest of the table cells.
    • Aggregate Function: Select the function to calculate the Aggregate Values Column. The options include Sum, Average, Standard Deviation, Count and Distinct Count, Minimum, and Maximum.
    • Summary Function(Optional): Select Sum to add a summary row and summary column to the table. The second menu allows you to specify whether the summary row is displayed at the top or bottom of the table.

To hide the configuration area above the crosstab, click Show/hide options ().

For a detailed example of creating a crosstab, seeTutorial: Crosstab for Away Time by Reason Code by Agent (Historical Reporting)

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