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1. Overview

The cross table is one of the most commonly used visualization formats in daily analysis, similar to Excel. YiDA supports multi-level pivoting, metric calculation, totals and subtotals, quick filtering, and more. Additional handy actions—such as clicking a metric to reveal the underlying detail data—are also available.

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1.1 Example Scenarios

For example, when you need to analyze information across multiple dimensions—such as tracking a warehouse’s daily income, expenses, and totals by time granularity in a report—use the cross table to tailor your business analysis.

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1.2 Core Steps

  • Step 1: On the Data tab, select the data list to include in the analysis.
  • Step 2: Select the row dimension (only one field is allowed).
  • Step 3: Select the column dimensions (multiple fields are supported, enabling multi-column cross analysis with the row chosen in Step 2).
  • Step 4: Select the metrics (numeric fields are recommended; when a numeric field is used, the total is summed automatically).
Switching to a finer-grained row dimension automatically expands the specified dimension.

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2. Basic Configuration

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2.1 Refer to [Basic Table]

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2.1.1 Associate a Dataset

Path: Click report >> Spreadsheet >> Cross pivot table >> Data >> Dataset >> Select dataset.

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2.1.2 Select the Field List

(1) Select columns directly from the dataset, or generate them with a formula. To learn how to use formulas, view the tutorial. (2) Pull fields from the form.

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1.1.3 Configure Data

Data configuration follows the same approach as the basic table. See Basic table.

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3. Premium Configuration

Compared with the basic table, the Premium configuration of the cross table mainly adds row and column options within the style settings.

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3.1 Basic Notes

  • Pagination is not supported (keep the data within what a single page can display whenever possible).
  • Size: Displayed as large by default.
  • Height configuration is not supported (adjust by dragging the tile).

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3.2 Default Item Configuration

Once defaults are set, the row dimension, column dimension, and metrics automatically load the corresponding field information and query the data during preview and viewing.
  • Row: Supports one field.
  • Column: Supports multiple fields.
  • Metric: Supports multiple fields. Drill-down is enabled by default; click list data to open the detail page.

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3.3 Basic Configuration

  • The query filter of the cross table is configurable and displayed by default.
  • The filter feature is not yet supported.
  • The maximum number of columns is configurable.
  • The metric header can be shown or hidden.
  • The zebra stripe style is enabled by default.

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3.4 Summary Configuration

Row total: Enabled by default; can be turned off. Row total position: Configurable; defaults to the end. Column total: Enabled by default.

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4. Notes

  • The maximum number of queried columns should not exceed 1,000; page rendering performance may degrade beyond that.
  • The cross pivot table is non-paginated. Page rendering performance may degrade for tables with more than 2,000 data records.

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5. FAQ

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5.1 Why Is There No Export Entry After the Export Details Button Is Enabled?

If you have confirmed that Export details is enabled, check whether the drill-down button for the metric field is on. The export details entry only appears when drill-down is enabled.