CRYSTAL REPORTS 2008 &Business Views Overview

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Business Views

Objective:The purpose of this guide is to walk the audience through the creation of Business Views.

After completion the audience will be able to do basic Business View creation andunderstand the benefits.

This guide may be used as a basis for presentations, but Business View creation shouldonly be presented to a technical audience.

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Business Views:

Abstract the underlying database, hiding complexity.

Provides row and column level security.

Reduce report creation time and removes db knowledge requirement while reportwriting.

Business Views and its components are reusable.

All components are stored in Crystal Reports Server.

Business Views

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Data Connection – First object within the Business View process, it is holds thedatabase connectivity information.

Data Foundation – Second object within the Business View process, it requires adata connection. It then specifies the tables, relationships and filters to be used.

Business Element – Third object within the Business View process, it requires a DataFoundation. It then specifies which fields are to be used in the report creation.

Business View – Fourth object within the Business View process, it requires aBusiness Element and exposes the fields to a Crystal Report.

Business Views

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Step 1) Launch the “Business View Manager” application found in the Start, ProgramFiles, Crystal Reports Server.

Note this is by default installed on the same machine as CRS, but may be installedon other Windows OS machines.

Step 2) Connect to CRS by logging on as the Administrator.

Business Views

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Step 3) Create a new “Data connection”.

Step 4) Connect to the Xtreme.mdb either by the Access or ODBC connectivity.

Business Views

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Step 5) Select the connection we just established and click “Ok”.

Step 6) Leave all fields blank and choose to “Never Prompt”, then click “Ok”.

Note we may supply or prompt for the user credentials to connect to the data source.In this scenario our data source does not require this.

Business Views

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Step 7) In the “Property Browser”, give the data connection a name, then click“Save”.

Step 8) Create a new folder and save the connection in there.

Business Views

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Step 9) Create a new “Data Foundation” by selecting “File”, “New” & then “DataFoundation”.

Step 10) Choose the “Data Connection” previously created and select “Ok”.

Business Views

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Step 11) In the “Insert Data Tables”, expand the “Tables” and add “Customer”,“Orders” & “Order_Details” tables. Then click “Close” once added.

Step 12) Join the tables, by clicking “Linking Diagram” & “Smart Linking By Name”.

Note as in CR you may specify join details and create your on joins.

Business Views

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Step 13) In the “Property Browser” give the data foundation a name, then click“Save”.

Step 14) Right click “Filter” and select “Insert Filter”. This is where we add row levelsecurity.

Step 15) Set the “Country” field to be one of Brazil, Mexico, Canada & USA.

Business Views

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Business Views

Step 16) Edit the “Rights” and select “Add Group”.

Step 17) Locate the “Ingram Micro” group and select “Add” then “Close.

Step 18) Check “Applied” and then “Ok.”

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Business Views

Step 19) Create a new field, by right clicking “Formulas” and then clicking “InsertFormula”.

Step 20) Type the formula below or double click the fields and functions to recreate it,then click “Apply”.

Step 21) Save the Data Foundation and the create a new Business Element usingthe Data Foundation.

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Business Views

Step 22) Select the fields in the diagram below and add them to the BusinessElement, then click “Add”.

Step 23) Give the Business Element a name and click “Save”. Then create a newBusiness View using the Business Element we created.

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Business Views

Step 24) Give the Business View a name and then save it.

Step 25) Launch Crystal Reports and logon to CRS via the “Repository Explorer.”

Step 26) Create a new report.

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Business Views

Step 26) When prompted for a data source expand “Repository” and then select theBusiness View created.

Step 27) Create the report as in either of the Crystal Reports guides, then save it toCRS. NOTE make sure you save it with no data.

Step 28) Logon to InfoView and view the report as a user from the “Ingram Micro”group.

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Business ViewsDemo Considerations

Things to emphasize:

All objects are reusable.

Separate report designer from db administrator. No db knowledge to createreports.

Hide complexity of db and add business logic to the data.

Row and column level security.