Getting Started with Crystal Reports Lesson 1 · 2009-12-07 · This class is designed for…...

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Transcript of Getting Started with Crystal Reports Lesson 1 · 2009-12-07 · This class is designed for…...

Activant Solutions

Optimizing Crystal Reports

Course 3 of 3Crystal Reports suite

This class is designed for…

Activant users that are:responsible for creating reportsfamiliar with the Prophet 21 databases

Basic knowledge of Crystal Reports‘Getting Started with Crystal Reports’ and ‘More Crystal Reports’ WBT courses (or similar knowledge)

Objectives

Set up parametersInsert graphsConditionally format dataCreate dynamic report headerCreate ‘Top N’ / ‘Bottom N’ reports

This course will NOT cover…

Installation of Crystal ReportsSetting up your Data SourceCrystal’s Report WizardBasic Crystal Report writingProphet 21 Databases

Let’s review what was covered in the More Crystal Reports WBT!

Create a report that shows only backordered items in the order filesUse the p21_order_view tableInclude on the report:

Supplier NameItem IdOrder Number Customer’s ship to nameOrder DateQty on BackorderLine Item Required Date

Parameters

Prompts user for information

Flexible

Set defaults

Select Expert without Parameters

Create Parameter

Create Parameter

Choose Value Type and Set Options

Set Defaults

Choose Dynamic Defaults

Choose Static Defaults

New Parameter in Field Explorer

Select Expert with Parameter

Prompt

Dynamic Report Headers

Information changes based upon parametersProvide useful information

Insert Text Object

Insert Parameter Field

Format Field

Before Formatting

After Formatting

Conditional Formatting

Formatting based upon “rules”Provides an easy way to distinguish differences

Conditional Format

Create Formula

Change to Format Editor

Report Data Before

Report Data After

Charts

ColorfulEasy to createDynamic

Charts

Charts

Choose Chart

Data

Axes

Options

Color Highlight

Text

Sample Chart

Top N / Bottom N

Determines the order in which groups are displayedLimit to Top 5 or Bottom 5

Top N / Bottom N

Top N / Bottom N

Top N / Bottom N

Top N / Bottom N

Top N / Bottom N

Hide / Suppress Data

Limit what is printed on reportHide – allows drill downSuppress – no drill down allowed

Before Hide

Hide

Hide

Hide

Tips, Tricks and Thoughts

Set LocationUsing more than one table in a reportFormulas

Set Location

When using report created by someone elseTells Crystal Report where to go for your data

Using More than One Table in a Report

Multiple tables, views, data sourcesLink/Join

Formulas

Comparing fields to one another with select expertGrouping information based upon your own set of rulesCommonly used formulas

If…then…elseCount/Distinct Count

Summary

Created parametersDynamic headerConditionally format dataInsert graphsTop N / Bottom NHide/Suppress Data

For More Information…

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