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Design a CV-6 Cross-Table Report

 
The following steps walk a user, with write access to the Reporter module and architecture, through designing a CV-6: Capability to Operational Activities Mapping report, using the Cross-Table report type.

1. After a new report has been created, we need to design it. Ensure you are in the Report Designer pane of the Outlook Bar. Locate the newly created report in the tree view (under the CV-6 viewpoint in our example).
 
2. The default report type is Class, so first we need to change it. In the Home tab of the Ribbon Bar, find and select Cross-Table in the Report Type gallery (you can use the arrows to scroll through the menu).
 
3. A confirmation window appears. Click OK to change the report type.
 
4. In the Report Details group of the Home tab, rename the report. The report name changes in the Outlook Bar once you click off of the Name field. If desired, add a description in the Description field.
 
5. New reports, and reports where the type was changed, are initialized without any nodes or relationships added. The CV-6 describes the mapping between the capabilities required and the activities that enable those capabilities. Click Add Element two times in the Configuration group of the Ribbon Bar. This adds the elements to the Data Source Setup tab in the Content Pane.
 
6. Our first element brings in the capabilities required. Select the first element in the Content Pane, and click the pencil icon in the upper right corner to enable editing. Complete the Info, Source Data, and Date Attributes tabs with the information shown below. Click the Save button when finished.
 
7. The second element brings in the operational activities. Select the second element in the Content Pane, and click the pencil icon to edit. Complete the Info, Source Data, and Date Attribute tabs with the information shown below. Click Save when finished.
 
8. In the Home tab of the Ribbon Bar, click the Save Report button to save the entire report design.
 
9. Click Add Cross-Reference from the Configuration group in the Ribbon Bar. This adds the cross-reference to the Data Source Setup tab.
 
10. Our cross-reference defines the relationship between capabilities and operational activities. Select it in the Content Pane, and click the pencil icon to edit. Complete the Info, Source Data and Date Attributes tabs with the information shown below. Click Save when finished.
 
11. Click Save Report in the Ribbon Bar.
 
12. The SAR EA data was used for this visualization step. After a cross-table report has been designed, the layout needs to be configured. Select the Report Viewer pane. Select the Options tab in the Ribbon Bar. If it is not enabled, click the Show Field List button to display the setup options in the Content Pane.
 
13. On the right side of the Content Pane, choose the fields to add to the report. For our report, click the boxes next to the XStereotype, XName, YStereotype, and YName fields. All these fields are first added to the Row Labels box in the lower left corner. Click and drag the XStereotype and XName fields from this box to the Column Labels box. When selected, the Value field is automatically added to the Values box.
 
14a. The report can also be filtered to only show the desired items. Click on the YName bar in the Row Labels box. In the menu that appears, choose Label Filter.
 
14b. Select the items you want to see in the report. Click OK when finished.
 
15. You can also further customize the layout through the options in the Layout tab of the Ribbon Bar. Sub totals and grand totals can be shown for both rows and columns.
 
16. Our CV-6 Cross-Table report is shown below.
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