Cross Tabs User Guide

Workflow Overview

This guide outlines the steps to create, customize, and share a Cross Table Tool report. You’ll learn how to build a table, apply variables and calculations, format the layout, and export or share results.

1. Navigate to a CrossTab Report

2. Add Variables

1. Select variables from the list on the left.
2. Drag variables to be analyzed to the Rows section
3. (Optional) Drag variables to the Columns section to act as splits
4. (Optional) Drag variables to use as Filters.
   Learn more: Using Filters in CrossTab
5. Click Generate Table to view the results.

3. Customize the Table

Format the table as desired using any available options:

Layout and Display

• Transpose: Flip rows and columns.
• # of # selected: Reorder or limit answers.
• Table Breaks: Split long tables into separate tables.
  Learn more: How to Add, Delete and Reorganize Your Sheets in Crosstabs?
• Rename Sheets: Click the sheet name to rename it.
• Presentation Mode: Enable full-screen viewing.
  Learn more: What Is the Presentation Mode for Crosstables?
• Hide Question Text: Show only answers for cleaner output.
  Learn more: How to Hide Question Texts in Nested Tables?

Hierarchy and Nesting

• Display Upper-Level Labels: Show hierarchy labels in splits.
• Nesting Order: Choose by branch or level.
  Learn more: How Can Hierarchical Filters Be Viewed?

Formatting and Precision

• Decimal and Thousand Separators: Choose which character ("." or ",") to use.
  Learn more: What Is the Format of the Cells in Excel of the Exported Crosstabs?
• Number of Decimals: Adjust display precision.
  Learn more: What Calculation Types Can We Select?
• Rank Display Settings: Choose how ranks appear.
• Conditional Formatting Rules: Visually highlight cell values by specified rules. Example: All cells higher than 75%.

Base Sizes and Table Key

• Effective Base Size: Include effective, weighted, and unweighted bases.
  Learn more: How to Show the Effective Base Size in a Table?
• Table Key Configuration: Control what metadata appears.
  Learn more: Table key - CrossTable tool

4. Apply Calculations

1. Go to the Calculations tab.
2. Select from:
   • Percent (%), Count, or Mean (specific options vary which questions are selected)
   • Significance testing
   • Benchmarking
   • Correlation
   • Ranking
     Learn more: How to Add Ranking to a Cross Table?
3. Adjust settings and click Generate Table.
4. Review how calculations affect display.
   Learn more: What Calculation Types Can We Select?
   Learn more: How to Sort by Question/Answer in the Cross Table?
   Learn more: Table key - CrossTable tool

5. Use Workbooks and Sheets

You can manage your workbooks and sheets in several ways:

• Workbook panel: Save, load, rename, or share workbooks.
  Learn more: Workbooks Overview (Cross Table tool)
• Sheet panel: Add, delete, reorder, or duplicate sheets.
  Learn more: How to Add, Delete and Reorganize Your Sheets in Crosstabs?
• Clipboard: Move sheets across workbooks.
  Learn more: Clipboard - CrossTable tool

6. Export and Share

1. Click Export to Excel or Export to Google Sheets.
2. Choose sheet selection and tab layout.
3. Apply formatting options.
   Learn more: What Is the Format of the Cells in Excel of the Exported Crosstabs?

7. Save and Share Favorites

1. Open the Favorites tab after setting up a table.
2. Name your favorite and add an optional description.
3. Select sharing preferences.
4. Click Save.
   Learn more: Managing Favorites in the Cross Table tool