w503r getting started with business objects crystal reports · 2007-02-27 · summit 2007: get...

Summit 2007: Get Connected

W503 - Getting Started with Business Objects' Crystal ReportsPre-requisites: None

Crystal Reports is the standard for high performance enterprise reporting. This session has been designed to give you confidence when creating your first Crystal report. Using a generic database, you'll learn the very basics of how to get started creating reports for your business.

Lori SalamoneApplication Consulting

Wednesday, 2:30 p.m.

© 2007 Activant Solutions Inc. All Rights Reserved

2

Objectives

Overview of connection to SQL/ODBC

Discuss features and benefits

Review the basic report types

Create a report with the Report Wizard

Learn about the basic sections of a report

Understand the basic field types

Formatting and placing text objects

Totaling and summarizing



3

Return On Investment Opportunity

Knowledge is powerWhat are your top 20 customers?Do your salesreps know who and what to target? Are you profitable running around servicing cash customers?

Save time!Format once, run foreverMaintain only one

Prompts Rolling date ranges

Use hours saved to increase revenue


4

Qantel SQLODBC

SQL ServerODBC

Transoft/FDEODBCODBC

TransoftOpenlink

Reference

NoTurnsYesAdd-onYesStanpakYesIncludedYesSDIYesIncludedYesProphet 21YesIncludedYesPreludeNoAdd-onYesFaspacNoAdd-onYesDISCNoDepends*YesD2KYesAdd-onYesArrayNoIncludedYesAcclaim

Edit?Add-on?ODBC?Software

* D2K – Add-on prior to 9400

Activant Software ODBC Capabilities



5

Features and Benefits

Easy-to-use graphical interfaceDrill down capabilities when previewing reportsCan print /export reports to a variety of formatsQuickly and easily create graphs within a reportWorks with most types of databasesExtensive help screensAnd much more


6Menu Bar Tool Bars

Insert Tool Bar



7

Basic Report Types

Report WizardBlank StandardCross-TabMailing Labels OLAP


8

Desired Result



9

Report Wizard

Excellent starting point for understanding the many features of Crystal ReportsCan quickly and easily create a report “on-the-fly,” and then later fine-tune the reportSeries of steps to build pieces of the template


10

Report Wizard

DatabaseTablesFieldsGroupingSummaries / SubtotalsFilters / CriteriaSortingGraphingTemplate / Style



11

Report Wizard – Database


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Report Wizard – Tables



13

Report Wizard – Links


14

Report Wizard – Fields



15

Report Wizard – Grouping


16

Report Wizard – Summaries



17

Report Wizard – Sorting


18

Report Wizard – Chart



19

Report Wizard – Filter / Criteria

Field

Operator

Condition(s)


20

Report Wizard – Template

AutoFormatsBoldLinesGraphsColors



21

Report Wizard – Results Preview Tab


22

Report Wizard – Results Design Tab



23

Report Wizard

Application demonstrationCreate a report using the wizard Show customer sales InformationGroup by customer nameSelect order date range


24

Design Window

Blank new template



25

Basic Sections of a Report

There are five basic sections of a reportReport headerPage headerDetailsReport footerPage footer

Area boundaries for guidance (do not print)Each section can be broken into “multiple” sections for enhanced formatting capabilities


26

Formatting Text / Placing Text Objects

“Right-click” on any objectUse iconsUse arrows or mouse

Shift+Arrow changes the sizeArrow moves the field



27

Formatting Results

Note the sections in the preview tab referencing the design tab to help understand the report and to format data


28

Formatting

Application demonstrationEnter parameter for Summary/Detail PromptAdd formula to detail section in Section ExpertAdd formula to a field to turn red if < 10



29

Field Explorer

DatabaseFormulaParameterGroup NameSpecial


30

Formula Fields

Right-click to create a new fieldIn the Formula Editor, choose from a variety of fields, functions, and operators “If Then Else” logic is supported



31

Formula Fields

Drag and drop from Field Explorer to the report


32

Formula Fields

Right-click field to insert summary



33

Formula Fields – Design Tab

Add summaries in all desired sectionsTotal per group – per customerGrand total for all at the end of the report


34

Formula Fields – Preview Tab



35

Formula Fields

Application demonstrationEnter parameter for Summary/Detail PromptAdd formula to detail section in Section ExpertAdd formula to a field to turn red if < 10


36

Summary Reports

Right-click over section area and choose Section Expert



37

Summary Reports

Choose sectionChoose option (Hide)


38

Summary Reports – Design Tab

Hide or suppress all SectionsDetailsGroup Header



39

Summary Reports – Preview Tab


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Summary Reports – Sorting

Sort by Value vs. Group



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Summary Reports - Sorting

!


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Summary Reports

Application demonstrationHide detail in Section ExpertChange sort to see top sales



43

Suggested Action Plan

Install Business Objects’ Crystal ReportsSet up ODBC connectionInterview management staffDesign desired end resultIdentify data in the system that is neededCreate the report fully within Crystal Reports


44

Additional Resources

T703 - Crystal Beyond the BasicsThursday 3:45 p.m. - 4:45 p.m.

Any database class about your productWeb-Based Training: Crystal Reports Suite Activant Report Writer - [email protected]



45

Summary

Creation of a report via the Report WizardUnderstanding of the Report Design TemplateFormatting for one-time setupProgramming a formula Creating a Summary Report


46

Thank You for Attending

W503 - Getting Started with Business Objects’ Crystal Reports Lori SalamonePlease submit the Session Feedback Form

To receive NASBA credits, please be sure to complete the Session Feedback Form and sign the class roster in the back of the room

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w503r getting started with business objects crystal reports · 2007-02-27 · summit 2007: get...

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