SAP Crystal Reports 2020 User Guide
SAP Crystal Reports 2020 User Guide
Content
Document History
Introduction to SAP Crystal Reports 2020
About Crystal Reports
About the Crystal Reports documentation
Locate information quickly
Sample Reports
Quick Start
Learning how to use Crystal Reports
Sample data - Xtreme.mdb
Report Creation Wizards
Standard
Cross-Tab
Mailing Label
OLAP
Quick start for new users
Before you begin
Creating the report
Selecting a database to use
Report sections
Inserting a field
Understanding fields
Adding additional fields
Selecting fields
Resizing fields
Reviewing your work
Displaying field names
Combining database fields in a text object
Adding summary information
Adding a title
Formatting objects
Adding a field heading
Saving the report
Record Selection
Entering the selection criteria
Grouping and sorting
Grouping the report
Understanding "live" group headers
Sorting records
Completing the report
Inserting a company logo
Quick start for advanced users
Choosing a report type and data source
Working with report elements on the Design tab
Using other reporting features
Report Design Concepts
Basic report design
Deciding on the content of the report
Stating the purpose
Determining the layout of the report
Finding the data
Manipulating the data
Determining printing area characteristics
In what order will the areas print on the report?
How often do report objects print?
Developing a prototype on paper
Introduction to Reporting
Report creation options
Choosing data sources and database fields
The Database Expert
Data tab
Links tab
The Field Explorer
Tree View
Toolbar and Shortcut Menu
Group Name Fields
About the report design environment
Design tab
Design tab areas
Identifying and working with areas and sections
Other Design tab capabilities
Preview tab
Standard view
Preview Panel
Group Tree
The Parameter Panel
Find tab
Comparisons with the Design tab
HTML Preview tab
Creating a new report
Selecting the data source
Adding tables
To add a table
Linking multiple tables
Placing data on the report
Database fields
Formula fields
SQL Expression fields
Parameter fields
Running total fields
Special fields
Text objects
To insert a text object
Picture fields
To insert a picture
Hyperlink fields
To create a hyperlink field
BLOB (Binary Large Object) fields
Formatting data
Record selection
Grouping, sorting, and summarizing data
Using the drill-down option on summarized data
Drill-down cursor
Using the zoom feature
Inserting page headers and footers
Adding a title page to the report
To add a report title
Adding summary information to the report
Exploring reports and working with multiple reports
The Report Explorer
Toolbar
The Workbench
Toolbar
Shortcut Menus
The Dependency Checker
Shortcut Menu
Opening and docking explorers
Beyond basic reports
SAP BusinessObjects Enterprise Repository
What is the SAP BusinessObjects Enterprise Repository?
Work flow
Accessing the SAP BusinessObjects Enterprise Repository
To open the SAP BusinessObjects Enterprise Repository
Repository Explorer toolbar
Adding subfolders and subcategories to the repository
To add a new subfolder or subcategory
Adding items to the repository
Adding a text object or bitmap image
Adding a text object or bitmap image - another method
Adding a custom function
Adding a command
Using repository objects in reports
Adding a text object or a bitmap image to a report
Adding a custom function to a report
Adding a command to a report
Adding a list of values to a parameter
Modifying objects in the repository
To modify a repository object
Updating connected repository objects in reports
To set the update option
Deleting items from the repository
To delete an object from the repository
Using Undo in the repository
Designing Optimized Web Reports
Overview
Key strategies for optimizing web reports
Scale with SAP BusinessObjects Business Intelligence platform
Evaluation times for date functions in SAP BusinessObjects Business Intelligence platform
Making the right design choices
Using faster report formats
Choosing between live and saved data
Live data
Saved data
Designing summary reports
Using subreports carefully
Taking advantage of on-demand subreports
Using linked subreports
Linking tables instead of linking subreports
Using other design elements effectively
Designing reports to maximize data sharing
Streamlining your reporting environment
Selecting the fastest database and connection
Using table indexes
Improving table-linking choices
Using thread-safe database drivers
Using stored procedures for faster processing
Using enhanced record selection formulas
Pushing down record selection—an example
Record selection performance tips
General
PC Databases
SQL Databases
Strategies for writing efficient record selection formulas
Incorporating parameter fields into record selection formulas
Using SQL expressions where appropriate
Key uses of SQL Expression fields
Improving grouping, sorting, and totaling
Performing grouping on server
Benefits of grouping on server - an example
Using SQL Expressions for groups, sorts, and totals
Using SQL Expressions for Case Logic
Inserting summary and running total fields where possible
Formatting reports for viewing on different platforms
Record Selection
Selecting records
Options for selecting records
Determining which field(s) to use
Using the Select Expert
To set up record selection using the Select Expert
Using formulas
To set up record selection using a formula
Further information about formulas
Interaction of the Select Expert and the Formula Editor
To view the Select Expert formula
Saved data selection formulas
Using formula templates
Record selection formula templates
Selecting records using character strings
Selecting records using numbers
Selecting records using dates
Selecting records using preset date ranges
Selecting records using date/number/character combinations
Pushing down record selection to the database server
Troubleshooting record selection formulas
To troubleshoot record selection formulas
Correcting selections that do not generate data
Correcting uppercase/lowercase inconsistency
Unwanted spaces appear in selection formula
Using If statements in selection formulas
Sorting, Grouping, and Totaling
Sorting data
Understanding sort options
Sorting data
Sort field
Sort Direction
Sorting single and multiple fields
To sort your data
Sort controls
To create a Sort Control
To remove a sort control
Grouping data
Grouping data
To group data
Creating custom groups
To create a custom group
Sorting groups conditionally
To sort a group conditionally
Sorting records within groups
To sort records within groups
Group selection
Using the Select Expert
To set up group selection using the Select Expert
Using selection formulas
To create a record or group selection formula
Troubleshooting group selection formulas
To correct a group selection formula
Grouping data in intervals
To group data in intervals
Grouping by the first letter of a company name
To group data by the first letter of a company name
Grouping data hierarchically
To group data hierarchically
To indent a hierarchy without affecting other fields
Editing groups
Summarizing grouped data
To summarize grouped data
Ordering groups by summarized values
To order groups by summary value
Selecting top or bottom N groups or percentages
To select the top or bottom N groups
Selecting top or bottom groups or percentages conditionally
To select a conditional number of groups or percentage value
Subtotaling
Subtotaling data
To subtotal data
Extending prices and subtotaling the extensions
To extend the price and subtotal the extensions
Percentages
Calculating a percentage
To calculate a percentage
Group headers
Creating group headers
Standard headers
To create a standard header
Live headers
To create a live header by group name only
Group name with text
To create a live header with group name using text
Live headers for groups based on a formula
Headers for custom groups
To create a header for custom groups
Suppressing group headers
To suppress group headers
Drilling-down on group headers
To drill-down on group headers
Running Totals
Understanding running totals
How running totals work
Placement of running total fields
Creating running totals
Creating running totals in a list
To create a running total in a list
Creating running totals for a group
To create a running total for a group
Creating conditional running totals
To create a conditional running total
Creating running totals in a one-to-many linking relationship
To create a running total in a one-to-many linking relationship
Creating running totals using a formula
To create running totals using a formula
Multiple Section Reports
About sections
Working with sections
Inserting a section
Deleting a section
Moving a section
Merging two related sections
To merge related sections
Splitting and resizing sections
Splitting a section
Resizing a section
Resizing a section to remove white space
Using multiple sections in reports
Keeping variable length objects from overwriting each other
Eliminating blank lines when fields are empty
To eliminate blank lines by using multiple sections
Adding blank lines conditionally
To add blank lines conditionally
Form letters
Working with text objects
Move/Resize mode
Edit mode
Creating a form letter using a text object
To create a form letter
Inserting a date
Creating an inside address
Creating a salutation
Creating the letter body
Printing conditional messages in form letters
To create a conditional message
Formatting
Formatting concepts
Using a template
Applying a template
To apply a template in the Standard Report Creation Wizard
To apply a template to an existing report
Removing an applied template
To remove an applied template
Reapplying the last template selected
To reapply the last template selected
Using Template Field Objects
To add a Template Field Object to a template report
To add sample data to a Template Field Object formula
Template considerations
Using the Report Design Environment
Section characteristics
Making an object underlay a following section
Pre-printed forms
Multiple columns
Hiding report sections
Hide (Drill-Down OK)
Suppress (No Drill-Down)
Suppress Blank Section
Hiding report objects
Suppress If Duplicated (Common tab)
Suppress If Zero (Number tab)
Suppress (Common tab)
Placing text-based objects
Preventing the truncation of text inside an object
Preventing breaks in non-spacing text inside an object
Suppressing blank lines in embedded fields
Placing multi-line, text-based objects
Importing text-based objects from a file
Spacing between text-based objects
Using the grid
Selecting the grid
Designing with guidelines
Viewing guidelines
Inserting guidelines
Snapping objects to guidelines
To snap objects to a guideline
Positioning objects using guidelines
To resize objects using guidelines
Indenting lines
Deleting a field
Balancing field spacing
To allow for overflow field representation
Selecting multiple objects
Vertical placement
Inserting character and line spacing
Setting fractional font sizes
Setting page size and page orientation
Setting page margins
TrueType fonts
Printer drivers
Inconsistencies due to printer drivers
Formatting a report for web viewing
Formatting properties
Working with absolute formatting
Adding borders, color, and shading to a field
Making a report, section, area, or object read-only
Locking an object's size and position
Changing your default field formats
To specify default formats for fields
Setting default formats for Date, Time, and Date and Time fields
Adding and editing lines
Adding and editing boxes
To edit boxes on a report
Expected behavior of line and box formatting
Adding shapes to a report
To add shapes to a report
Scaling, cropping, and sizing objects
To scale, crop, or size an object
Using conventional accounting formats
To use accounting conventions in a report
To customize the accounting conventions for a report
Repeating report objects on horizontal pages
To repeat objects on horizontal pages
Numbering horizontal pages
To number horizontal pages
Using white space between rows
Adding white space by resizing
Deleting white space by resizing
Deleting white space by suppressing a section
To delete white space by suppressing a section
To delete white space by clamping the Page Footer
Working with conditional formatting
Conditional on or off properties
Conditional attribute properties
Changing margins conditionally
To change margins conditionally
Changing X position conditionally
To conditionally change the X position of an object
Creating footers after the first page
To create footers after the first page
Using the Highlighting Expert
Conditionally formatting fields using the Highlighting Expert
To conditionally format fields using the Highlighting Expert
Setting highlighting priorities
To set priorities for highlighting formulas
Undo/Redo activities
Using the Format Painter
To copy and apply formatting
Working with barcodes
Adding a barcode
To add a barcode
Changing the appearance of a barcode
To change the appearance of a barcode
Removing a barcode
To change a barcode back to a regular font
Charting
Charting concepts
Charting overview
Chart layouts
Chart types
Where to place a chart
Drill-down with charts
Drill-down with legends
Creating charts
Charting on details or formula fields (Advanced layout)
Charting on summary or subtotal fields (Group layout)
To chart on a summary or subtotal field
Charting on Cross-Tab summaries (Cross-Tab layout)
To chart on a Cross-Tab summary
Charting on an OLAP cube (OLAP layout)
To chart on an OLAP cube
Working with charts
Editing charts using the Chart Expert
To edit a chart using the Chart Expert
Editing charts using the Chart Options menu items
To change chart formatting
To change Numeric Axis Grid options
To change chart titles
Editing charts using other menu items
To apply a new template
To format a selected chart object
To change series options
To choose a viewing angle for a 3D chart
Using the zooming features with bar and line charts
To zoom in and out on a bar or line chart
Auto-arranging charts
To auto-arrange a chart
Formatting charts
Changing the border of a chart
Conditionally formatting a chart
Changing the chart's legend text
Using the underlay feature with charts
Mapping
Mapping concepts
Mapping overview
Map layouts
Map types
Where to place a map
Drill-down with maps
Creating maps
Mapping on group fields (Group layout)
To map on a group
Mapping on Cross-Tab summaries (Cross-Tab layout)
To map on a Cross-Tab summary
Mapping on an OLAP cube (OLAP layout)
To map on an OLAP cube
Working with maps
Editing maps using the Map Expert
To edit a map using the Map Expert
Changing the map title
Changing the map type
To change the map type
Changing map layers
To change map layers
Resolving data mismatches
To resolve data mismatches
Changing the geographic map
To change the geographic map
Zooming in and out on a map
Panning a map
Centering a map
OLE
OLE overview
OLE terminology
Types of OLE objects
General OLE considerations
Inserting OLE objects into reports
To copy and paste OLE objects
How OLE objects are represented in a report
Editing OLE objects in reports
In-place editing
Dynamic OLE menu commands
OLE and the Insert Picture command
Working with static OLE objects
Inserting a static OLE object
Making a static OLE object dynamic
To make a static OLE object dynamic
Converting a static OLE object to a bitmap image object
Working with embedded vs. linked objects
Embedded objects
To insert an embedded OLE object
Linked objects
To link a bitmap image object
Cross-Tab Objects
What is a Cross-Tab object?
Cross-Tab example
Report of order data - no sorting/grouping
Report of order data - grouped by region
Report of order data - grouped by product
Report of order data - grouped by region and product
Order data in a Cross-Tab object
Creating a Cross-Tab report
To create a new cross-tab report
To add a Cross-Tab to an existing report
Specifying the data source
Modifying the links
Adding a chart
Selecting records
Defining the structure of the Cross-Tab
Applying a predefined style and finishing the report
Adding a Cross-Tab to an existing report using the Cross-Tab Expert
To add a Cross-Tab to an existing report using the Cross-Tab Expert
Defining the structure of the Cross-Tab
Choosing a predefined style
Applying a custom style
Finishing the Cross-Tab
Working with Cross-Tabs
Showing values as percentages
Abbreviating large summarized fields
Customizing row/column labels
Using running totals in Cross-Tabs
To total down columns
To total across rows
Printing Cross-Tabs that span multiple pages
To repeat row labels
Formatting Cross-Tabs
Changing width, height, and alignment of Cross-Tab cells
Formatting background color of entire rows/columns
Formatting fields individually
Formatting several fields at one time
Suppressing Cross-Tab data
To suppress empty rows and columns
To suppress row and column grand totals
To suppress subtotals and their labels
Displaying summarized fields horizontally
Advanced Cross-Tab features
Calculated Members
To add a Calculated Member to your Cross-Tab
To add a blank row or column to your Cross-Tab
To change the processing order of Calculated Members
Calculation Formulas
To edit a Calculation Formula
Header Formulas
To edit a Header Formula
Value Formulas
To edit a Group Value Formula
Insertion Formulas
To edit an Insertion Formula
Embedded Summaries
To add an Embedded Summary to your Cross-Tab
To change the processing order of Embedded Summaries
Building Queries
Connecting to a universe
To connect to a universe
Defining the data selection for a query
To build a simple query
To create a combined query
Quick reference to objects
Editing an existing query
To edit an existing query
Viewing the SQL behind a query
To view the SQL when you create a query
To view the SQL after you have created a query
Query filters and prompts
Creating query filters
To add a predefined filter to a query
To create a custom filter using the Filter Editor
Building prompts
To create a prompt
Combining query filters and prompts
To combine filters and/or prompts
Using And or Or to combine query filters
Quick reference to query filter operators
Editing and removing query filters
To edit a query filter
To remove a query filter
Filtering data using subqueries and database ranking
What is a subquery?
Building a subquery
To build a subquery
Subquery parameters
What is a database ranking?
Creating a database ranking
To create a database ranking
Ranking parameters
Creating and Updating OLAP Reports
OLAP reporting with Crystal Reports
OLAP grid objects
Creating an OLAP report
To create an OLAP report
Specifying the data source
Defining the structure of the grid
Setting sliced dimensions and specifying the number of grids
To specify a slice
To add a page
To add a parameter
Applying a predefined style
Inserting a chart
Updating an OLAP report
To update a cube location in an OLAP grid object
Formatting data in an OLAP grid
Changing the background color of a dimension
Creating an alias for a dimension
Formatting grid lines
Labeling dimensions
Changing the view of OLAP data
To show or hide dimension members
To create asymmetry in an OLAP grid
To add totals to an OLAP grid
To change the display format for member names
To alter the data displayed in the OLAP grid
To define the order of fields in the OLAP grid
Sorting and filtering OLAP grid data
Sorting data in an OLAP grid
To sort data in the OLAP grid
Filtering data in an OLAP grid
To add a filter
Adding calculations to OLAP grids
Printing, Exporting, and Viewing Reports
Distributing reports
Printing a report
Faxing a report
To fax a report
Exporting a report
Export format types
Destination
Exporting to an application
To export to an application
Exporting to a disk file
To export to a disk file
Exporting to a Microsoft Exchange folder
To export to a Microsoft Exchange folder
Exporting to MAPI (Microsoft Mail)
Exporting to HTML
To export to HTML
Exporting to an ODBC data source
To export to an ODBC data source
Working with Enterprise folders
Opening a report in an Enterprise folder
To open a report in an Enterprise folder
Saving a report to an Enterprise folder
To save a report to an Enterprise folder
Viewing reports
Report Parts and other Report objects
What are Report Parts?
Report Part Viewer
Navigating Report Parts and report objects
Setting up navigation
Report Part-specific navigation
The Report Part Drilldown option
To define Initial Report Part Settings
To create a Report Part Drilldown hyperlink
The Another Report Object option
To create an Another Report Object hyperlink
Context Report Part option scenarios
Data context formats
Hyperlinks displayed in the viewers
Creating an Enterprise Hyperlink
To create an Enterprise Hyperlink
Using Smart View to view a report in the CMC
Using smart tags
To use smart tags with a Crystal Reports object
Report Alerts
About Report Alerts
Working with Report Alerts
Creating Report Alerts
To create a Report Alert
Editing Report Alerts
Deleting Report Alerts
Viewing Report Alerts
To view Report Alerts
Referring to Report Alerts in formulas
Using Formulas
Formulas overview
Typical uses for formulas
Formula components and syntax
Formula components
Formula syntax
Crystal and Basic syntax
For more information
User Function Libraries in formulas
Specifying formulas
Working with the Formula Workshop
Accessing the Formula Workshop
To access the Formula Workshop
Workshop Tree
Formula Workshop buttons
Working with the Formula Editor
Understanding the sections of the Formula Editor
Choosing the syntax
Entering formula components
Formula Editor buttons
Changing the font size of the Formula Editor
Formula Editor Key Controls
Creating and modifying formulas
To create a formula and insert it into a report
Creating a formula in the Formula Expert
To create a formula in the Formula Expert
Editing formulas
Searching for formula text
To search and replace text
Copying formulas
To copy an existing formula
To copy formulas from online help
To copy a formula from one report to another
Key points for editing a copy of a formula
Deleting formulas
Removing the working formula from your report
Deleting the formula specification
Debugging formulas
Debugging evaluation time errors
Example of an evaluation time error
Debugging tutorial
About this tutorial
Formula1
Formula2
Formula3
Formula4
Formula1+2
FinalFormula
Error Messages and Formula Compiler Warnings
Parameter Fields and Prompts
Parameter and prompt overview
Parameter field considerations
Prompt considerations
Data and non-data parameters
Optional parameters
Understanding dynamic prompts
Understanding lists of values
List-of-values types
Determining which list-of-values type to use
Lists of values and prompt groups contrasted
Creating a parameter with a static prompt
To create a parameter with a static prompt
To incorporate the parameter into the record selection filter
To incorporate the parameter into a saved data selection formula
Creating a parameter with a dynamic prompt
To create a parameter with a dynamic prompt
Creating a parameter with a cascading list of values
To create a parameter with a cascading list of values
The Parameter Panel
Working with lists of values
Sharing common lists of values within a report
To share a common list of values within a report
Using separate value and description fields
To set separate value and description fields
Using command objects as list-of-values data sources
Null handling
Long lists of values
Best practices for prompting
Unmanaged reports
Managed reports
Converting unmanaged reports to managed reports
Deploying managed reports with dynamic prompts
Deleting parameter fields
To delete a parameter that is not used in a formula
To delete a parameter used with the Select Expert
To delete a parameter that is used in a formula
Responding to parameter field prompts
Previewing a report for the first time
Refreshing report data
Advanced parameter features
Creating a parameter with multiple prompting values
Applying conditional formatting using parameter fields
To apply conditional formatting using parameter fields
Creating a report title using parameter fields
To create a report title using parameter fields
Specifying single or ranges of values
To specify single or range values
Incorporating a parameter into a formula
Defining sort order using parameter fields
Defining entry type and format using the Edit Mask
Creating a saved-data record filter using parameter fields
To create a saved-data record filter using parameter fields
To create a parameter appearing on the Parameter Panel
To incorporate the parameter into a saved data selection formula
Adding dynamic grouping using parameter fields
To add dynamic grouping using parameter fields
Subreports
What are subreports?
Unlinked vs. linked subreports
Unlinked
Linked
Database links vs. subreports in one-to-many situations
How subreport linking works
Inserting subreports
Previewing subreports
To preview a subreport
Saving a subreport as a primary report
To save a subreport as a primary report
Updating subreports
To globally update subreports when opening a main report
To update a specific subreport when opening a main report
Linking a subreport to the data in the primary report
To link a subreport to the data in the primary report
Linking a subreport to the main report without modifying the selection formula
To link a subreport to a main report without modifying the selection formula
Combining unrelated reports by using subreports
To combine two unrelated reports
To combine three or more unrelated reports
Using subreports with unlinkable data
Linking to/from a formula field
To link to/from a formula field
Linking unindexed tables
To link unindexed tables
Creating an on-demand subreport
To create an on-demand subreport
Adding captions to on-demand subreports
To add a caption
Showing different views of the same data in a report
Understanding Databases
Databases overview
Relational database basics
Indexed tables
Using SQL and SQL databases
What is SQL?
Client/server architecture
SQL DBMS
Stored procedures
To select an SQL stored procedure
How does Crystal Reports use SQL?
The SQL language
SELECT
DISTINCT
FROM
WHERE
ORDER BY
GROUP BY
Defining an SQL Command
To create a command object
To edit a command object
To create a parameter for a command object
To add a parameter to a command object
Changing data sources
To change the data source
Working with aliases
Linking tables
Link from and link to
Link relationships
One-to-one relationships
One-to-many relationships
Performance considerations in one-to-many links
Extended descriptions of chart columns
Data file considerations
Linking data files
Subreports and data files
SQL database considerations
Linked SQL tables
Subreports and SQL databases
Performance considerations for all reports
Consideration 1
Consideration 2
Consideration 3
The Database Expert Links tab
Linking indexed tables
Changing the index used in linking
Link processing order
Linking options
Inner join
Left Outer join
Right Outer join
Full Outer join
Not Enforced
Enforced From
Enforced To
Enforced Both
Equal [=] link
Greater Than [>] link
Greater Than Or Equal [>=] link
Less Than [<] link
Less Than Or Equal [<=] link
Not Equal [!=] link
Server-side processing
How server-side grouping affects the SQL query
Enabling server-side processing
Mapping database fields
About the Map Fields dialog box
Remapping processes
Using the Verify Database process
Using the Verify on First Refresh process
Using the Set Datasource Location process
Remapping altered database fields
To remap an altered database field
Saved Data Indexes
How Report Indexing works
Considerations for using Saved Data Indexes
Indexing the right field(s)
To index saved data
Unicode support in Crystal Reports
Working with databases
Using Access queries
Opening Access queries through ODBC
Opening Access Parameter queries
Using ODBC data sources
Setting up an ODBC data source
Checking settings for an ODBC data source
Logging on to an ODBC data source
Adding an ODBC database table to a report
Logging off an ODBC data source
Advanced database features
One-to-many links
Reporting on an NT Event Log
For additional information
Integrating Business Applications with Crystal Reports
Integrating with SAP
Introduction
Reporting off SAP Data
Overview of the Data Access Components drivers
Connecting to SAP with Crystal Reports
Using the Report Wizards
Using the Log On Server command
Logging on to the SAP server
To log on to the SAP server
Crystal Reports configuration options
To change configuration options
Reporting with SAP
Reporting off InfoSets, Operational Data Stores, and MDX cubes
Reporting off BW Queries and Cubes: MDX Query Driver
MDX Query driver overview
Formatted reporting overview
Accessing BW queries for reporting
Creating new queries for Crystal Reports
To create a BW query directly from the BEx Query Designer
Selecting BW Queries for a report
Using the SAP Tools toolbar to select an MDX query
Using the Database Expert to select an MDX query
Showing field descriptions and technical field names
To adjust the field name and description settings
Tips regarding field names in Crystal Reports
Selecting cubes for reports
To select an existing query for a report
Multiple Structures and Crystal Reports
Saving reports to BW
To save a report to BW
Building a report off a BW query
How to create a simple BW query
To create a simple BW query
To save the query in BW
To use the query in Crystal Reports
How to create a new report based on the query
To create a new report
To select fields for the report
To group and sort data
How to summarize data and save report
To summarize the data
To save your report
Building a report off a BW hierarchy
How to create a simple BW query with a hierarchy
To create a BW query with a hierarchy
How to build a report off the BW hierarchy
To build a hierarchy report off the BW hierarchy
To select fields for the report
To group and sort data
How to summarize data
To summarize the data
An important note about group summaries
How to indent a hierarchy without affecting other fields
To indent a hierarchy without affecting other fields
Building a report off a BW query with a hierarchy node variable
How to create a query with a hierarchy node variable
To create a hierarchy node variable
To add the hierarchy node variable to the query
How to build a report off the query with a hierarchy node variable
Building a report off a BW query with a hierarchy variable and a hierarchy node variable
How to create a hierarchy variable
To create a hierarchy variable
To set the hierarchy node variable
How to build a report off the query with a hierarchy variable and hierarchy node variable
To build a report off the query with a hierarchy variable and hierarchy node variable
Crystal Reports and variable pick lists
Creating default values list for hierarchy node variable
To create a list of default values for the hierarchy node variable
Creating list of default values for hierarchy variable
To create a list of default values for the hierarchy node variable
Reporting off Operational Data Stores
Operational Data Store driver overview
Selecting an ODS object
Reporting off InfoSets and SAP Queries
InfoSet Query driver overview
Accessing an InfoSet or SAP query
Selecting an InfoSet or SAP query in Crystal Reports
Reporting off other SAP data sources
Reporting off tables, views, clusters, and functions
Open SQL driver overview
Objects supported by the Open SQL driver
Transparent tables
Pool and cluster tables
Views
ABAP data clusters and functions
Selecting tables, views, functions, and clusters
To select tables, views, functions, and clusters
Linking tables and views
To clear Auto-Links
Client field
Language field
Reporting off ABAP functions
How it works
Limitations
Examples
Functions with values as inputs and outputs
Functions with values as inputs and outputs and in/out (CHANGING) parameters
Functions with structures as inputs and outputs
Functions with a table as their output
Functions with multiple tables as their output
Reporting off ABAP data clusters
What is a data cluster?
How it works
Mapping ABAP data clusters
Creating a new cluster entry in the dictionary
To create a new cluster entry in the dictionary
Locating the cluster area's key fields
To locate the cluster area's key fields
Adding the key fields to the dictionary entry
To add the key fields to the dictionary entry
Determining the structure of the cluster table
To determine the structure of the cluster table
Adding the table to the dictionary entry
To add the table to the dictionary entry
Defining Security for the Open SQL driver
Security Definition Editor overview
Migrating your existing security model
To migrate data access restrictions
Choosing your table-level security model
To enable/disable the Global Lock
Customizing authorizations for specific tables
To customize authorizations for a specific table
Customizing authorizations for specific functions
Defining table authorizations by group
Applying row-level security
Securing rows using authorization objects
To define row-level security using an authorization object
Securing rows using custom security exits
To define row-level security using a custom security exit
Reporting with SAP BW
Designing and Translating Reports
Designing reports for translation
Preparing reports for translation
To prepare all reports for translation
Conditional formatting with the LanguageCode% formula
To reduce a field's font size conditionally
Publishing Reports
Publishing predefined reports to SAP BusinessObjects Business Intelligence platform
Batch publishing reports from BW
Migrating development content to a production BW system
Integrating with Oracle E-Business Suite
Overview
To access data in SAP Crystal Reports
Integrating with Siebel
Connecting to Siebel
Creating a connection in SAP Crystal Reports
Using the Report Wizards
Using the Log On Server command
Configuring the connection
Connection names
Server
Connection String
Local
Config File
Data Source
To find your configuration file
Local (Active Dedicated Session)
Queries and Selections
Apply Current Query
Restrict to Current Selection
Selecting business components
Filtering business components
Refreshing reports with Siebel data
To change the connection information in Crystal Reports
Updating reports created in earlier versions of Crystal Reports
To change the connection information in Crystal Reports
Security
Views
The View Mode field
To set up record selection using the Select Expert
Using Siebel formatting
To insert an SQL expression field
Linking tables in reports
Additional Siebel business components
Reporting off parent-child business components
Using the same business object
Using the parent's Multi Value field
To open a child business component using its parent's Multi Value field
Using the parent's Pick List Value field
To open a child business component using its parent's Pick List Value field
Multi-value columns
To perform sorting on the client
Data Types
Mapping Siebel data types to Crystal Reports types
Integrating with PeopleSoft
Overview
To access data in SAP Crystal Reports
Integrating with JD Edwards
Overview
To access data in SAP Crystal Reports
Accessing Data Sources
Introduction
Four types of data
Direct access database files
Advantages
Disadvantages
Three layers
Crystal Reports
Data translation
Database
Common database formats
Microsoft Access
Exchange
Outlook
Oracle
Sybase Adaptive Server
DB2 Server
Active Data
Local file system
NT Event Log
Microsoft IIS/Proxy log file
Web/IIS log files
ODBC data sources
Advantages
Disadvantages
Five layers
Crystal Reports layer
ODBC translation layer
ODBC layer
DBMS translation (ODBC data source) layer
Database layer
Installing database clients
To ensure correct ODBC DSN configuration
Common ODBC database formats
Access
Excel
Informix
SQL databases through DataDirect
OLE DB
JDBC data sources
JNDI
Five layers
Crystal Reports layer
JDBC translation layer
JDBC layer
DBMS translation (JDBC data source) layer
Database layer
Supported JDBC database formats
Configuring the Crystal Reports JDBC driver
CRConfig.xml configuration for JDBC/JNDI
Business Objects universes
Business Views
Report Processing Model
Overview
What is a "pass"?
Pre-pass 1
Pass 1
Pre-pass 2
Pass 2
Pass 3
Crystal Reports Error Messages
Drive:\filename.extension
Drive:\test.rpt
Failed to load database connector
Failed to open the connection. Details: [Database Vendor Code: <vendor code number>]
Failed to retrieve data from the database. Details: [Database Vendor Code: <vendor code number>]
Creating Accessible Reports
About accessibility
Benefits of accessible reports
About the accessibility guidelines
Accessibility and Business Objects products
Improving report accessibility
Placing objects in reports
Organizing objects logically
Placing objects in order
Text
Providing text equivalents
Providing text-only alternatives
Using punctuation
Formatting text
Finding the right balance between text and non-text objects
Color
Contrasting colors
To convert a chart into black and white
To change the fill for a chart value
Using color to convey information
Navigation
Parameter fields
Designing for flexibility
To create an accessibility parameter field
Accessibility and conditional formatting
Accessibility and suppressing sections
Accessibility and subreports
Improving data table accessibility
Text objects and data table values
Labeling data tables with text objects
Labeling data tables conditionally
Labeling data tables with formulas
Other data table design considerations
Accessibility and BusinessObjects Business Intelligence platform
Setting accessible preferences for SAP BusinessObjects Business Intelligence platform
To set accessible preferences for SAP BusinessObjects Business Intelligence platform
Accessibility and customization
Resources