In this article
Crosstabs enable data analysis with customizable filters, calculations, and variable settings for in-depth insights.
1: About Crosstabs
A Crosstab is a dynamic interface that enables flexible data analysis through a range of options:
All of this culminates in a custom Crosstab table.
2: Crosstab Ribbon
1 Calculations - Apply different calculation types, ranging from categorical, numeric and weighting and configure decimal precision control. See Calculations in Crosstabs for more information.
2 Base settings - Apply base size suppression rules to hide results that are based on a minimal number of responses. See Base Settings in Crosstabs for more information.
3 Split settings - Nest splits for hierarchical organization, remove empty columns for clarity, toggle variable labels on or off, and manage how totals are displayed within your table. See Split Settings in Crosstabs for more information.
4 Significance Test - Enable or disable the application of significance testing on your data, and choose between T-test and Z-test for your analysis. See Significance Testing in Crosstabs for more information.
5 View All Settings - Reveal the following option: "Show codes in tables," which displays question and answer codes in generated Crosstabs; "Remove empty categories," which removes rows from generated Crosstabs that do not have any results.
6 Use Hierarchy as Split - Switch the table view in your Crosstab to use hierarchical data as the splitting criteria, organizing the displayed information according to the selected hierarchy structure. See Hierarchies in Crosstabs for more information.
7 Transpose - Switch the rows and columns in the table. This means if your data is currently displayed with questions as rows and splits as columns, clicking this will reverse that, displaying splits as rows and questions as columns, or vice versa.
8 Clear - Clear the entire Crosstab of all variables/hierarchies.
9 Clear Individual Elements - Click the ellipsis to individually clear questions, splits, filters and the reporting period. Clear splits is not available when you are in “Hierarchy as Split mode” as splits are not supported in that mode.
3: Crosstab Sidebar
1 Data Source Selector - Use the drop-down menu to switch between data sources. See Data Sources for more information.
2 Manage Crosstabs sources - Open the Manage Crosstabs sources menu. From here, you can decide what data sources appear in the Crosstab by checking or un-checking them, then clicking the Update button.
3 Search - Search for specific variables within your dataset.
4 Show code - Show or hide the variable codes in the variable list.
5 Variable List - A list of the variables available from your data set that can be used to configure your Crosstab. This list is organized by the survey order, with loops displayed at the end. Incompatible question types, such as audio and video captures, are omitted from the list.
6 Sheet Management - Click the ellipsis icon to manage the current sheet or insert a new sheet. See Sheets in Crosstabs for more information.
7 Add Sheet - Use this to add a new sheet to your current workbook.
4: Crosstab Dashboard
1 Reporting Period Filter - Click "Include all data" to open a menu that allows you to select the range of dates for the data you wish to analyze. You can choose to include all data, or specify a particular range. Additionally, you can select which date variable to use for filtering your data.
2 Filter Area - Drag and drop variables into this area to filter the data that will be displayed in the Crosstab.
3 Rows (Questions) Area - Drag and drop variables to use as rows in your Crosstab.
4 Columns (Splits) Area - Drag and drop variables to use as columns in your Crosstab. This defines how data is split.
5 Generate Table - After configuring your variables and splits, click the Generate Table button to generate the Crosstab table. See Generating the Table for more information.
5: Page-Level Settings
Note: This section only applies to professional users.
For professional users, there are multiple page-level settings that affect your Crosstab.
These can be accessed by clicking the ellipsis icon next to the Crosstabs page name, and then clicking "Edit Page".
The page-level settings that apply to Crosstabs are located at the bottom:
5.1: Base size suppression
The base size suppression toggle forces base size suppression to be applied on a page level. Learn more about Page-Level Suppression here.
5.2: Scale Questions
The scale questions toggle lets you decide whether to include/exclude answers not assigned scores in Survey Designer in Crosstabs calculations. Enable this setting to hide all answer categories on scale questions that do not have a score. The hidden answer categories are also excluded from the base size calculation of the percentage calculations.
5.3: Workbook Sharing Options
Professional users have the ability to enable Workbook Sharing for End Users directly from the Crosstabs page settings. This feature allows selected end users to view workbooks that are shared with them, provided they have the appropriate access level.
5.3.1: Allowing Workbook Sharing
Open the Crosstabs page settings using the three dots icon (shown in the image above).
Locate Workbook Sharing Options.
Click the Allow sharing toggle. This option will allow the workbook to be shared with other users in the end user list.
5.3.2: Sharing a Workbook
Once sharing is enabled, an end user can choose to share a workbook they have open (as long as there are other users with access to the report).
Users from any associated end user list who have "View" access can be selected to receive access to the workbook.
5.3.3: Accessing Shared Workbooks
End users who have been shared a workbook will see it appear in the "Shared with You" tab of their workbook list. They can then open and view the shared workbook.
Continue reading: Getting Started with Crosstabs