Crystal Reports Training1

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Crystal ReportsVersion 3.0

The New Standard in Quality Education

Crystal Reports Overviewq

Pre-requisites Introduction

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The New Standard in Quality Education

ObjectivesTo enable you to develop your own reporting solutions in Crystal Reports with confidence

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Course Overview1 2 3 4 Data Structure Simple Report Creation Crystal Report Functions Running Reports

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Scala Data StructureSection 1

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Section Overviewq q q

What is a Database? How do we connect to the Database? Scala data file structure

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How Do We Connect to the DB?Scala Client Win95, 98, NT Web Browser

Scala Program Layer

Scala5.x Modules

Btrieve or SQL data management layer

Data Management

Database

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How Do We Connect to the DB?

Crystal ReportsDDFs Describe Database (Btrieve) ODBC Connects to Database table SYSOBJECTS

Read OnlyDatabase

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Database Structureq

So what is ODBC?

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ODBC ArchitectureApplication (Access / Excel) ODBC Driver Manager (ODBC API connect methods)

Driver

Driver

Driver

}

= ODBC

SQL Server Database

Btrieve Database 6.15

Pervasive SQL Database 7.x

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Data File Structureq

Scala Table Naming Definition

MMNNCCYYModule Unique Number Financial Year Company Code

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Data File Structureq

Format of Data files

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Data File Structureq

Format of Fields

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Data File Structureq

q q q

Database to Interpret field and file names ScaDBconv.exe Scala5eu.mdb in Scala root directory Table in SQL database SCA_TAB_COLUMNS

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Data File Structureq

Scala5eu.mdb welcome screen

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Data File Structure

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Breakq

Break

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Section Reviewq q q

What is a Database? How do we connect to the Database? Scala data file structure

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Simple Report CreationSection 3

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Section Overviewq q q q q

Report Style SQL Data Files Scala Data Files Scala Data Fields Preview Report

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Report CreationClick

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Report StyleReport A - Stock Listing Step 1 - Choose report style

Click

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Data SourceStep 2 - Select Data Source

Click

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Data SourceStep 3 - Choose Data Source

Note the different database options!!

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Data Source Step 3 - Choose Data SourceNeed to supply user name and password

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Scala Data FilesStep 4 - Select Scala Data TablesSelect File(s) Click To Finish

Select Single or Multiple Tables26The New Standard in Quality Education

Scala Data FilesConfirmation of Selected Files

Click Next

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Scala Data FieldsStep 5 - Select Fields

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Scala Data Fieldsq

Report 1 Stock Listing

Stock Code Description Line 1 Price Local Currency Stock Balance

SC01001 SC01002 SC01004 SC01042

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Scala Data Fields

Select Fields Choose Add

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Field Tab

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Preview ReportWhen all fields are selected choose FINISH

Click

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Report Creation

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Report Creationq

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You can return to the report expert at any time by using the function Recommend that the report is saved before returning to the expert

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Breakq

Break

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Section Reviewq q q q q

STEP 1 STEP 2 STEP 3 STEP 4 STEP 5

- Report Style - SQL Data Source - Scala Data Tables - Scala Data Fields - Preview Report

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ExerciseExercise 1 Customer Listing

The New Standard in Quality Education

Crystal ReportsSection 3

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Section Overviewq q q q q q

Design & Preview Report Options Guidelines Refreshing Data Right Click Sections

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Design & Preview Tabs

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Design & Preview Tab

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Preview Tab

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Report Optionsq q

Options Report Options

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Options

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Options

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Options

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Guidelines

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Refreshing Dataq q

F5 Refreshes Data or Preview Sample

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Refreshing Dataq

Preview Sample

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Right Clickingq

Useful in many areas of Crystal

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Short Cut to menu optionsThe New Standard in Quality Education

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The Magic Buttonq

Undo / Redo

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SectionsLeft-hand side of design tab shows report sections

Report Sections

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Sectionsq

q

q

Right-hand clicking in the sections area brings up menu Format sections command gives further details of sections. Section can be hidden allowing drill down function or suppressed

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Sections

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Section Reviewq q q q q q

Design & Preview Report Options Guidelines Refreshing Data Right Click Sections

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Formatting

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Section Overviewq q q q q q q q

Adjusting Headings Increasing Field Width Adding new fields Adding Special fields Selection Expert Sorting Grouping ParametersThe New Standard in Quality Education

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Adjusting Headingsq q

q

Highlight field To rename double click or | edit | text object As with many windows products Crystal Reports supports drag and drop and copy and paste

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Increasing Field Widthq

Highlight the field

q

q

Place pointer on blue boxes it changes to arrow Field width and height can be adjusted by dragging arrowThe New Standard in Quality Education

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Adding New FieldsText Field

Drag And Click to Drop60The New Standard in Quality Education

Adding New FieldsField Explorer

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Adding New Fieldsq

Database fields

Select field

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Adding Special Fields

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Adding Special Fieldsq

A number of the special field values are set in Summary info from file menu

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Selection Expertq

Choose Select Expert

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Then choose field to select items from. Report on non-report fieldThe New Standard in Quality Education

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Selection Expert

Default to AND can change to OR through formula66The New Standard in Quality Education

Selection Expertq

Example of Selection terms

New!

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Sorting Recordsq

You can sort by multiple columns.

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Sort Expertq

Brings up sort box

Sort Fields Report Fields

Sort Direction

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Automatic sort by column 1The New Standard in Quality Education

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Groupingq q

Used to group data together Similar to sorting but adds headers and footers

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Groupingq q

Used in Sub-Totaling User can define the order

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Grouping

Def