Professional Documents
Culture Documents
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£Let end users access and interact with reports via portals, wireless
devices and Microsoft Office documents.
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-The Repository Explorer has been enhanced to allow for easier logon and
easier browsing of Enterprise objects and repository items
-The Repository Explorer can open the Business Objects Enterprise
Central Management Console.
-The Dependency Checker allows you to confirm that all repository objects
in your report are valid.
-The Workbench allows you to publish a group of reports individually or
combined into a single object package.
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X Improved Usability
-Crystal reports now offers a new ºTML preview that lets you see how your reports
will look when published to the web.
-The new Repository Explorer makes it easier to navigate within the business
objects Enterprise system.
-The workbench lets you keep projects organized and allows you to group reports in
folders according to your preference.
-New drag and drop charts and cross tabs introduce intelligent charting and cross
tab design by letting crystal reports automatically create a chart or cross- tab that
is based on the data in your report.
-The resizable group tree improves report viewing for long group
names,and the tool bar has been updated to be more consistent across
viewers.
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The Report Experts help create reports as quickly as possible.
The Expert walks you through the process of creating reports
step-by-step.
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As a Blank Report option is used to create a report from
scratch. This is useful when you want the full flexibility and
control of building a report from the ground up.
Fig: CRYS01 - 1
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The snapshot below shows the fields selection in report expert wizard
Fig: CRYS01-
CRYS01-2
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Fig: CRYS01-
CRYS01-3
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The snapshot below shows the Style tab in report expert wizard
Fig: CRYS01-
CRYS01-4
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The Design tab provides a very efficient environment for designing
a report because you work in the tab with data representations,
not with data itself.
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In preview tab the program gathers the data, makes the necessary
calculations, and displays the report. With the data in place, you
can review the spacing and formatting of your report and see the
actual results of all your summaries, formula calculations, and
record and group selections.
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± Formula Fields
X To display data that is a calculated value.
± Running Total Fields
X To display a total that evaluates each record and provides a running sum
of all the values in a field
± Picture Fields
X To display pictures like company logo etc.
± SQL Expression Fields
X SQL expressions are like formulas, but they are written in Structured
Query Language (SQL), not in the Seagate Crystal Reports formula
language
± ºyperlink Fields
X To select an object on the Design or Preview tab and create a hyperlink to
a web site, a local ºTML file, a field value, an e-mail address, or another
Seagate Crystal Report file.
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£ When you work with the Select Expert, you select the field to
which you want to apply selection conditions and then you
specify those conditions.
ù Click
when finished.
" When the formula has the correct syntax, click
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£ Month({file.DATE}) in 1 to 4
£ Month({file.DATE}) in [1,4]
When you first insert a database field into your report, the data
within the fields appears in the order in which it was originally
entered into the database.
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When you sort, the program asks you to define two things:
A sort field is the field that determines the order in which data
appears on your report. Almost any field can be used as a
sort field, including formula fields. A field's data type
determines the method in which the data from that field is
sorted.
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Direction refers to the order in which the values are displayed, once sorted.
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Ascending order means smallest to largest (1 to 9, A to Z, False to
True). The program sorts the records in ascending order based on the
values in the sort field you select.
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Descending order means largest to smallest (9 to 1, Z to A, True to
False). The program sorts the records in descending order based on
the values in the sort field you select.
£ Grouped data is data that is sorted and broken up into meaningful groups.
£ In a customer list, for example, a group might consist of all those
customers living in the same Zip Code, or in the same Region.
Following diagram shows how to group
When data is grouped, four sort and group direction options are
available. Direction refers to the order in which the values are
displayed.
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Ascending order means smallest to largest (1 to 9, A to Z, False to
True).
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Descending order means largest to smallest (9 to 1, Z to A, True to
False).
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Original order is the order the data was originally saved in the
database.
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Specified order is a user-defined order.
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£ The field exists, but you do not want to group on the values
in that field.
1. On the Insert menu, click Group. The Insert Group dialog box appears.
2. Select the field you want the data to be grouped by from the top drop-down list.
3. Select in the specified order as your sort option from the second drop-down list.
4. In the Change Group Options dialog box, enter the name of the group in the
Named Group field.
5. Click New.
6. In the Defined Named Group dialog box, use the drop-down lists to select the
data to be part of the group.
7. Click the <New> tab to add more selection criteria to your specified group, if
necessary.
8. Click OK.
9. Click New to create more custom groups as necessary.
10. Click the Others tab to specify how you want to organize the data that is not part
of the group(s) you defined.
11. Click OK
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When you group or summarize data, all the groups in the report
are included by default. There may be times, however, when
you do not want to include all the groups. For example:
£ you might want to see only those groups that have certain
group names, or whose summarized values meet a certain
condition
£ you might want to see only the groups with the highest
summary values, or the lowest.
£ You can select the groups that appear in the report in two
different ways:
± Using the Select Expert.
± Using selection formulas
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Common Tab:
The active options on the common tab vary,depending on which
section is selected in the sections list .Only options applicable to
that particular section are available.
Color Tab:
On the color tab you can select a background color for each of
the sections on your report
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£ In many cases, the data needed for a report does not exists in
database table fields.
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You may want to copy a formula created in one report for use in another report. Copy
the text formula from one report to another via the Clipboard.
Declaring a variable
When we declare a variable we need to tell the
program the following things:
-scope of the variable
-Data type
-Name
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Scope of variable:
The scope of variable describes where you would like
the variable to be available.
There are three variable scopes in Crystal reports.They
are:
-Global
-Shared
-Local
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Referencing a variable:
Referencing a variable can be done in two ways
-Referencing a local variable.
-Referencing a Global variable.
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Removing a Template:
Sometimes the result of a template application may
not be exactly as you wanted so removal of the
template is necessary.
A template can be removed in two ways:
-By using the Undo The current template option
-By selecting the No Template option in the list of available templates.
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Static prompt:
A static prompt is one that always contains the same
values.For ex, if your parameter prompts for a country
value ,you could create a static prompt because the
Country list represents a set of values that does not
change often.
A static parameter can be created in two steps:
-Creating a parameter.
-Using the select Expert to incorporate the parameter.
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Dynamic prompt:
A dynamic prompt is one that changes on a regular or
irregular schedule. With a dynamic prompt you are
able to create or specify a list of values that you can
Schedule for updates as often as you like through the
Business View Manager.
Using a parameter in record selection:
Once you have created a parameter field,you can use it or reference it in your
report in place of a fixed value.
One of the most common uses of a parameter is in record selection(select
Expert)
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Responding to a parameter:
You respond to a parameter in two different situations:
-When you run the report for the first time.
-When you refresh the report¶s data.
Populating prompt values from a Database:
Dynamic and cascading prompts allow you to populate prompt
values from values in a database. A single prompt definition can
be stored in the repository and shared among multiple
reports,improving both runtime scalability and design-time
productivity. A dynamic prompt can include a cascading list of values,which
adds additional levels of selection for your users.
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A cross Tab object is a grid that displays values that are grouped and
summarized in two directions. Cross_tabs are a concise way to display a
large amount of data and can vary in complexity.
Building a basic Cross-Tab:
The following steps are used in building a basic cross-tab report:
-defining cross-tab
-creating a cross tab
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Defining Cross-tabs:
A cross-tab object is a grid that returns values based on the
criteria you specify. Data is presented in compact rows and
columns. This format makes it easy to compare data and identify
trends.It is made up of three elements:
-Rows
-Columns
-Summary fields
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Creating a Cross-Tab:
You can Create a Cross-Tab in two ways:
-as an object in an existing report
-as a new report.
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Formatting a Cross-Tab:
To make cross-tab easier to read and more meaningful
formatting is used
We can format Cross-Tabs for presentation an readability using
the following Options:
-change the width,height,and alignment of the Cross-tab cells.
-format individual fields.
-format the background color of an entire row or column.
-customize row/column labels.
-suppress empty rows and columns.
-suppress row and column grand totals.
-suppress subtotals and labels.
-keep columns together.
-repeat row labels if a row continues to the next page.
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Using sections:
With the ability to conditionally format and organize sections you are able to
make reports µmulti-layered". The ability to apply formatting to sections on a
conditional basis greatly increases the power and flexibility of reporting. For
Instance, you can conditionally apply background colors to sections.
The following can be done using sections:
-We can use the select Expert options conditionally.
-Creating new sections.
-Deleting sections.
-Moving sections.
-Merging sections.
-Creating Page Breaks.
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Deleting a section:
Once your report has multiple sections of the same type you
have the option to delete sections. There are two methods of
deleting a section:
-Using the section Expert.
-In the Design or preview tab
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Moving Sections:
The general order of the five default sections is set and
Unchangeable. ºowever multiple sections of the same type are
movable. There are two methods of moving a section:
-Using the section Expert.
-In the Design or preview tab
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Merging Sections:
Multiple sections of the same type are mergable. There are two
methods of merging a section:
-Using the section Expert.
-In the Design or preview tab
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Customizing a Chart:
Once you have created a chart ,you may want to add a new title,headings,or
a legend, change fonts, or even change the type of chart. Crystal Reports
provides many options for working with your existing charts.
When you customize a chart, you can :
-Edit a chart using the Chart Expert.
-Edit a chart using the Chart option menu items.
-Use the zooming features with bar and line chart.
-Auto-arrange a chart in the report.
-Conditionally format a chart.
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Once your reports have been created with Crystal Reports you
can manage your reports using the workbench and the Business
Objects Enterprise.
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Exporting a Report:
Finished Reports can be exported to a number of popular spreadsheet and
word processor formats, as well as to ºTML,ODBC, and common data
interchange formats. This makes the distribution of information easier.
The exporting process requires you to specify a format and a destination. The
format determines the file type, and the destination determines where the file
is located.
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Exporting Destinations:
The destination determines the export location of your
report. Crystal Reports enables you to choose one of the
following six destinations:
-Application
-Disk File
-Exchange Folder
-Lotus Domino
-Lotus Domino mail
-MAPI (Microsoft Mail)
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Understanding how reports are processed by crystal reports will help you
optimize your reports for efficient processing.
Multipass reporting:
Crystal reports uses a three-pass reporting method to generate reports.
Report processing model:
There are five stages of processing when a report is run against a database.
This is referred to as multipass processing or the report processing model. A
pass is a process that crystal reports uses each time the data is read or
manipulated. The five stages of processing are:
-Pre-pass 1
-Pass 1
-Pre-pass 2
-Pass 2
-Pass 3
Subreports enable you to create one report that provides all the information
you need instead of creating multiple reports. You can create freestanding
reports based on tables that are not related to those of the main report, or you
can link the subreports to the main report data.
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On-demand subreports:
On-demand subreports can be especially useful when you want to create to
report that contains multiple subreports.In this case you can choose to have
these subreports appear only as hyperlinks. The actual data is not read from
the database until the user drills down on the hyperlink. Only data for on
demand subreports that are actually viewed will be retrieved from the
database, making the subreports much more manageable.
Data for an On-demand subreport is not saved unless the subreport is
actually open in a preview window.
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Modifying a subreport:
Once you have created and inserted your subreport ,you may want to make
some modifications to it.
We can modify the subreports in the following ways:
-By applying object formatting
-By applying section formatting
Items such as the border, fonts and subreport labels can also be formatted or
changed.
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-You can define help text and default argument values for custom functions
which makes it easier for your users to use them.
-custom functions unlike User Function Libraries(UFLs) to which they are
related, are saved as part of the report file (.rpt) and don¶t have any
external dependencies.
- custom functions are stateless; the same input always yields the same
result.
- When you modify a custom function, you can update the repository copy
and refresh each report without having to find and open the formulas that
use the function.
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