# SmartVisuals Crosstab for Power BI

> SmartVisuals Crosstab builds survey banner tables inside Power BI: questions as blocks, segments as columns, column % with A/B/C significance letters on weighted effective bases, net and mean rows, sticky headers and a 30,000-row table that scrolls like a native one.

- Page: https://www.smartvisuals.io/visuals/crosstab
- Fields and settings: https://www.smartvisuals.io/visuals/crosstab/settings
- Microsoft Marketplace: https://marketplace.microsoft.com/en-us/product/smartvisuals.smartvisuals-crosstab?tab=overview
- Package: https://www.smartvisuals.io/downloads/smartvisuals-crosstab-1.0.1.0.pbiviz
- Sample report (zipped .pbip): https://www.smartvisuals.io/samples/smartvisuals-crosstab-sample-1.0.1.0.zip
- Price: Free tier for every viewer; premium $1.99 per user per month or $19 per user per year on Microsoft Marketplace, with a 30-day free trial. Premium works in edit mode without a licence; unlicensed viewers see the free tier, never a blocked visual.
- Certified by Microsoft: yes
- Version: 1.0.1.0
- GUID (visualType and publicCustomVisuals): `crosstabChartD693C7BDA2684B269ED81E527982BEB4`

## What is free

- **The table**: Column % or values (or both), decimals, a Total column, base row per block, heat shading by share, sticky headers, tooltips and cross-filtering by cell.
- **Tracker mode**: Add a Wave field and every cell shows the latest wave with the change since the previous one, plus a trend column.
- **Table tools**: Search, transpose, and CSV export that keeps the letters. Row virtualization for a 30,000-row banner.
- **Says the finding**: A smart caption stating how many cells differ, an agency footnote with the base, the effective n under weighting, wave and source, and Quick Styles.
- **Every cosmetic option**: Four built-in themes, four fonts, font size and colour, cell shading by %, letter colour and a transparent background. English and Czech.

## What premium adds

- **Significance letters**: Column proportion z-tests between banner columns at 90, 95 or 99 % confidence, optional Bonferroni correction, low bases flagged with * and excluded. Never a fabricated significance.
- **Weighted cells**: Map Sum of Weight and Sum of Weight squared for Kish effective bases, the SPSS-style convention.
- **Net and mean rows**: Top and bottom box nets (one to three points) and mean rows with Welch-test letters, per question block.
- **Above / below marks and tracker tests**: ▲ ▼ marks on cells significantly above or below the rest of the sample, and a test on every change since the previous wave.

## Fields

| Field | Internal name | Takes | Needed | What it is for |
| --- | --- | --- | --- | --- |
| Question | `question` | Column | Required | One table block per question |
| Answer | `answer` | Column | Required | Answer categories in model sort order (use Sort By Column) |
| Columns (banner) | `banner` | Column | Optional | Optional: segments shown as table columns with significance letters |
| Value | `value` | Measure | Required | Respondent count — or Sum of Weight for weighted results |
| Sum of Weight² (significance) | `weightsq` | Measure | Optional | Optional: SUM(weight²) enables effective bases for weighted significance |
| Wave / Period | `wave` | Column | Optional | Optional: tracker mode — the table shows the latest wave and the change since the previous one in every cell |

## Format pane

Each card is a key under `visual.objects` in a PBIR visual.json; each setting is a property of it. Toggles take `true`/`false`, choices and text a value in single quotes (`'auto'`), numbers a `D` suffix (`12D`).

### Theme (`theme`)

| Setting | Internal name | Type or options |
| --- | --- | --- |
| Theme | `selectedTheme` | `smartvisuals` (SmartVisuals), `dark` (Dark), `clean` (Clean (White)), `slate` (Slate) |
| Transparent Background | `transparentBg` | On / off |
| Quick Style | `stylePreset` | `custom` (Custom (keep my settings)), `agency` (Agency deck), `executive` (Executive summary), `compact` (Compact tracker) |

### Cells (`display`)

| Setting | Internal name | Type or options |
| --- | --- | --- |
| Cell Content | `cellContent` | `pct` (Column %), `count` (Value), `both` (% and value), `index` (Index vs Total) |
| % Decimal Places | `decimals` | Number |
| Show Total Column | `showTotal` | On / off |
| Show Base Row | `showBaseRow` | On / off |
| Shade Cells by % | `heatmap` | On / off |
| Focus on Significant Cells | `focusSignificant` | On / off |
| Transpose (segments as rows) | `transpose` | On / off |
| Show Search Box | `showSearch` | On / off |
| Show Change vs Previous Wave | `showWaveDelta` | On / off |
| Show Trend Column | `showSparkline` | On / off |
| Show CSV Export | `exportEnabled` | On / off |
| Mark Cells Above / Below Total | `testVsTotal` | On / off |

### Nets & Means (Premium) (`netSettings`)

| Setting | Internal name | Type or options |
| --- | --- | --- |
| Top Box Net Row | `showTopBox` | On / off |
| Bottom Box Net Row | `showBottomBox` | On / off |
| Box Size (answer positions) | `boxSize` | Number |
| Mean Row (answer position 1..k) | `showMeanRow` | On / off |
| Mean Decimal Places | `meanDecimals` | Number |

### Labels (`labelSettings`)

| Setting | Internal name | Type or options |
| --- | --- | --- |
| Font Size | `fontSize` | Number |
| Font | `fontFamily` | `inter` (Inter), `segoe` (Segoe UI), `arial` (Arial), `georgia` (Georgia) |
| Font Color | `fontColor` | Colour |

### Significance (Premium) (`significance`)

| Setting | Internal name | Type or options |
| --- | --- | --- |
| Column Letters | `enabled` | On / off |
| Confidence Level | `confidence` | `90` (90 %), `95` (95 %), `99` (99 %) |
| Min Base for Testing | `minBase` | Number |
| Multiple-Comparison Correction | `correction` | `none` (None (agency convention)), `bonferroni` (Bonferroni) |
| Letter Color (empty = theme) | `letterColor` | Colour |
| Explain Letters in Footer | `showLetterLegend` | On / off |
| Hatch Low Bases | `lowBaseHatch` | On / off |

### Smart Caption (`insights`)

| Setting | Internal name | Type or options |
| --- | --- | --- |
| Show Caption | `show` | On / off |
| Position | `position` | `top` (Top), `bottom` (Bottom) |

### Footnote (`footnote`)

| Setting | Internal name | Type or options |
| --- | --- | --- |
| Show Footnote | `show` | On / off |
| Template ({base} {n} {neff} {wave} {question} {source}) | `template` | Text |
| Source | `source` | Text |