CRYSTAL REPORTS 2008 Design Introduction sapidp/011000358700001450332009E/ · CRYSTAL REPORTS 2008…

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  • CRYSTAL REPORTS 2008Design Introduction

    This presentation is a preliminary version and not subject to your license agreement or any other agreement with SAP. Thisdocument contains only intended strategies, developments, and functionalities of the SAP product and is not intended to bebinding upon SAP to any particular course of business, product strategy, and/or development. Please note that this document issubject to change and may be changed by SAP at any time without notice.SAP assumes no responsibility for errors or omissionsin this document

  • SAP 2008, Page 2 SAP 2008 / Page 2

    Legal Safe Harbor

    This Statement of Direction provides a general strategicview of Business Objects investment focus in the nexttwo years. The information in this document isconfidential and proprietary to Business Objects andmay not be disclosed without the permission ofBusiness Objects. Products and Platforms directionspresented here are subject to change at the solediscretion of Business Objects without notice. Theinformation on this document is not a commitment,promise or legal obligation to deliver any material, codeor functionality and it should not be relied upon inmaking any purchase decision. This document must notbe shared with those not covered by an appropriate non-disclosure agreement (NDA).

  • SAP 2008, Page 3

    CRYSTAL REPORTSDesign Introduction

    Prerequisites:Crystal Reports Design by Report Wizard.

    Objectives:The purpose of this guide is to provide an example walk through of creating a CrystalReport from scratch.

    After going through this guide the audience will be able to use basic Crystal Reportsfunctionality to create a Crystal Report.

    This guide may be used as a baseline for presenting Crystal Reports creation; NOTE youshould only demo report creation to a technical audience upon request.

    The Crystal Reports creation wizard in general should be considered as the presentatioscript prior to this.

  • SAP 2008, Page 4

    CRYSTAL REPORTSDesign Introduction

    Step 1) Launch Crystal Reports 2008, Start Programs Crystal Reports 2008.

    Step 2) Select Blank Report on the Start Page under Start A New Report.

    Step 3) Expand the Create New Connection & expand Access/Excel (DAO).

    Note: This example uses the xtreme.mdb (Access DB)

  • SAP 2008, Page 5

    Step 4) Navigate your directory & select the xtreme.mdb file

    Step 5) Select Access as the Database Type & then click Finish

    Note: If your Access db is secured, you would check the Secure Logon & enter inthe db password, the user id & pwd to query with and the location of the AccessSecurity file

    CRYSTAL REPORTSDesign Introduction

  • SAP 2008, Page 6

    Step 6) Expand the db icon & the Tables icon and select the Customers, Orders& Orders Detail tables and move them to the right hand side.

    Note: You can also report off View, Stored Procedures and even write your own SQLto be executed.

    Step 7) Select the Links to proceed.

    CRYSTAL REPORTSDesign Introduction

  • SAP 2008, Page 7

    Step 8) The tables should be automatically linked based on either keys or fieldnames. Ensure the same relationships as below & click Ok.

    Note:

    Crystal Reports will automatically detect relationships based on db Keys or Field Names.

    You may also delete these by highlighting a join and pressing delete.

    You may create your own simply by dragging and dropping a field in one table to another.

    You may also specify the type of join and cardinality simply by double clicking on any of the relationships.

    CRYSTAL REPORTSDesign Introduction

  • SAP 2008, Page 8

    Step 9) Add a Grouping to the report. Select Report from the menu and thenGroup Expert.

    Step 10) In the new window, move Country, Region and City to the right handside.

    Note: You can sort in either ascending or descending order.

    CRYSTAL REPORTSDesign Introduction (Grouping)

  • SAP 2008, Page 9

    Step 11) Create a new Formula. Right click on Formula Field and select New

    Step 12) Enter Total Amount and click Ok.

    CRYSTAL REPORTSDesign Introduction (Formula)

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    Step 13) In the Formula Workshop, create the below formula either by typing thesyntax or expanding the Report, Function & Operators fields and double clickingthe desired elements. Then verify, save and close.

    Note: You may also create your own Custom Functions which can be saved toCrystal Reports Server. Other reports can then reutilize these functions. Inaddition, any changes to those functions will automatically update any reportsusing those functions.

    CRYSTAL REPORTSDesign Introduction (Formula)

  • SAP 2008, Page 11

    Step 14) Create a summation on all group levels. Select Insert and Summariesfrom the menu bar.

    Step 15) Select Total Amount, Sum and Add to all group levels. Then selectOk.

    Note: By default the summations will be placed in the group footers. You can dragand drop these to the headers.

    CRYSTAL REPORTSDesign Introduction (Summary)

  • SAP 2008, Page 12

    Step 16) Add a chart. Select Insert then Chart from the menu bar. Place this inthe Report Header section.

    Note: By right clicking on the chart and selecting Chart Expert you can alter theproperties of the chart.

    CRYSTAL REPORTSDesign Introduction (Charts)

  • SAP 2008, Page 13

    Step 17) Insert a new section below Group Header #3a to provide more room.Right click on Group Header #3a and select Insert Section Below.

    Step 18) You may hide (drill) or suppress (no drill) sections. Hide all the GroupHeader sections, by right clicking and selecting Hide. Suppress all the GroupFooter sections, by right clicking and selecting Suppress.

    CRYSTAL REPORTSDesign Introduction (Sections)

  • SAP 2008, Page 14

    Step 19) Drag and drop Customer Name, Unit Price, Quantity and TotalAmount fields into the Details section.

    Note: Titles appear on the reports as well. Drag these into Group Header #3b.

    Step 20) If desired expand Special Fields in the Field Explorer and add Page NofM and Print Date.

    CRYSTAL REPORTSDesign Introduction (Fields)

  • SAP 2008, Page 15

    Step 21) Add a Sort Control by clicking Insert then Sort Control from the menu.

    Step 22) Choose Country and select Ok.

    CRYSTAL REPORTSDesign Introduction (Sorting)

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    Step 23) Place the sort control in the Report Header section. Type Countries: anddrag and drop the Report Footers summation within the sort control text.

    Note you can add fields into text objects. This is great for forms, etc..

    CRYSTAL REPORTSDesign Introduction (Sorting)

  • SAP 2008, Page 17

    Step 24) Add a Static Parameter, by right clicking Parameter Fields and selectingNew.

    Step 25) Call it Country, select Country field and append all values. Also setAllow custom values to false and Allow multiple values to true. Click Ok.

    CRYSTAL REPORTSDesign Introduction (Parameters)

  • SAP 2008, Page 18

    Step 26) Select Report, Select Expert and then Record from the menu.

    Step 27) Select Country field and click Ok.

    CRYSTAL REPORTSDesign Introduction (Parameters)

  • SAP 2008, Page 19

    Step 28) Select is equal to and select our Country parameter. Click Ok.

    Note: You may choose to code your own parameter logic.

    CRYSTAL REPORTSDesign Introduction (Parameters)

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    Step 29) Add a Dynamic Parameter by right clicking the Country parameter andselecting Edit.

    CRYSTAL REPORTSDesign Introduction (Parameters)

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    Step 30) Change the List of values type to Dynamic. Add the prompt text as seenbelow.

    Step 31) Add the Country, Region & City fields as well as create the parameters,then click Ok.

    CRYSTAL REPORTSDesign Introduction (Parameters)

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    Step 32) Modify the record selection by selecting Report, Select Expert thenRecord from the menu.

    Step 33) Delete the Country selection and create a new selection based on City.Set it equal to the City parameter and click Ok.

    CRYSTAL REPORTSDesign Introduction (Parameters)

  • SAP 2008, Page 23

    CRYSTAL REPORTSDemo Considerations

    Things to emphasize:

    Drag & Drop, WYSIWYG interface

    No coding / development required

    Powerful set of formulas & functions

    Wide range of charting options

    Static, Dynamic, refreshable & non refreshable parameters

    Lots of end user interactivity, sort, drill etc

    Wide range of export options