Crystal Report Basic

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Crystal Report Hand Book

Crystal Report Basics

Author: Abani Kumar MahapatraCreated Date: July 02, 2008Reviewed By: Vishal ThakurReview Date: July 02, 2008

For Patni Internal Use Only Page 1 of 23


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TABLE OF CONTENT

Crystal Report Basics...........................................................................................................1

1.Overview:..........................................................................................................................32.Database Connection:.......................................................................................................3

3.Supported Data sources:...................................................................................................4

4.Report Sections:..............................................................................................................105.Types of Reports:............................................................................................................13

6.Alerts:..............................................................................................................................14

7.Sub reports:.....................................................................................................................168.Hyper link and drill down report:...................................................................................18

9.Templates:.......................................................................................................................21

10.Export: ..........................................................................................................................2211.Bibliography:................................................................................................................23



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1. Overview:

Crystal report is a reporting tool provided by Business Object. It providesdifferent functionality for generation of a report. This includes databaseconnection, displaying the data in the proper sections, formatting the datapresent in the sections, displaying the data / header label depending on therecord set values or user input parameter value in the report run time. Toolsare designed to work with the database to help you analyze and interpretimportant information.

This document will provide the basic illustration of how the reports aregenerated with the help of Crystal Report XI tool; from CA Clarity point of

view.

Users install Crystal Reports on a computer and use it to select specific rowsand columns from a table of compatible data. Users can then arrange the dataon the report in the format needed. Once the report layout is complete it issaved as a file with the extension RPT. A report can be rerun anytime byreopening the RPT file and 'refreshing' the data. If the source data has beenupdated then the refreshed report will reflect those updates. The report canthen be previewed on the screen, printed onto paper or exported to one ofseveral different file formats such as PDF, Excel, and text, CSV or other.

2. Database Connection:

It supports both MS SQLServer and Oracle for the data source creation.It also supports to extract data from other than the above data sources.This is mentioned in the below screenshots.

Select Database Expert from the Database menu



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Click on Create New Connection folder. This will look like as followingscreenshot. Then go to the OLE DB (ADO) folder.

3. Supported Data sources:

The below screenshot provides the list of supported data sources in CrystalReport.

Accessible data sources include: Databases such as Sybase, IBM DB2, Ingres, Microsoft Access, Microsoft

SQL Server, MySQL, Interbase and Oracle Btrieve

Spreadsheets such as Microsoft Excel

Text files

XML files

http://en.wikipedia.org/wiki/Databasehttp://en.wikipedia.org/wiki/Database


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Groupware applications such as Lotus Notes, Microsoft Exchange and

Novell GroupWise Any other data source accessible through a web service, ODBC, JDBC or

OLAP.

Select the highlighted link as mentioned below for the Oracle /SQL Serverconnection.


Different Types of Data

sources supported byCrystal Report XI.


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Then press the Next button and followed by the Finish button.

After clicking the Finish button, it gives the list of available schemas. Fromthe schemas we can select the required tables or we can write the SQL query.



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The links tab shows the joins between the selected tables and commands.Also we can create of our own as per the requirement.



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Now the fields from the table or from the complex select query would beavailable in the field explorer. From the field explorer we can drag and dropthe fields to the relevant report section.



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4. Report Sections:

The different report tools provide various ways of handling the cited reportsections. Any report must include the following sections in the body of thereport. The way Crystal Report handles the report sections and itsclassifications are as follows.

Report sections:

HeadersHeaders are also of 2 types.

1) Report Header2) Page Header

Group Section

Content Section

Footer SectionFooters are also of 2 types.

1) Report Footer2) Page Footer

Report Headers/Footers, Group sections Headers/ Footers and Content sectionscould be more than one in a report according to the requirement.



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(Fig: 1 Shows the Report Section Structure)

Order of execution of the report sections during the running the report:

(Fig: 2 Shows the Report Section Execution Order)


ReportSections

HeadersGroupSection

(Optional)

ContentSection

Footer

ReportHeaders

(RH)

PageHeaders

(PH)

ReportFooter(RF)

PageFooter(PF)

GroupSection

Headers(GH)

GroupSection

Footer(GF)

ContentSection(C2)

ContentSection(C1)

ReportFooter

(RF)

PageFooter

(PF)

ReportHeader(RH1)

GroupSection(GH1)

ReportHeader(RH2)

GroupSection(RF1)

PageHeaders(PH1)


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(Fig 3: Shows the Crystal Report Sections)



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(Fig 4: Sequence of Processes Executed During the running of CR)

5. Types of Reports:

Crystal Report supports 5 different types of reports. The available wizards willhelp to create the reports. We need to just enter the proper values for theconfiguration of the report.



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Namely:

1. Standard Reports its page set up and other general properties arepredefined as per the standard.

2. Blank Reports - Helps to develop the report from scratch.

3. Cross Tab Reports It leads to configure the report in Matrix fashion.4. Mailing Label Reports It helps to create different data in the samepage.

5. OLAP Cube Reports - NA

6. Alerts:

Alerts in Crystal Report helps to display customized message during theruntime.It can be used to trigger some event or function in the run time.



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(Fig 5: Formula workshop for creating different conditions in different levels)



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7. Sub reports:

It can be created in the Crystal Report which Actuate does not support.

By using this feature we can call another report inside a report.

Before going ahead to insert a sub report, we have to ensure that secondreport should be ready to act as a sub report.

We can also filter the data displayed on the second report content byproviding the link as mentioned in the screenshot below.



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(Fig 6: Links for Sub report)



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8. Hyper link and drill down report:

Inserting a hyperlink in Crystal Report is very easy as follows.

Hyper linking can be done to link the following mentioned things.

Website address

An Email address

Any file

Another crystal report This feature adds the capability of creatingdrilldown reports in Crystal. This can be done only when the DHTMLviewer is configured.

By clicking the hyperlink option the following window will open up to enter thedetails about the linking properties.



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Enter the target types like

web site address, file

name, email addess etc.

Click here to go to

formula workshop to do

the conditional formattingof the linking properties.


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9. Templates:

We can use different existing report templates to design the reports. Inaddition to this new custom templates can be created.



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10. Export:


This will lead

to select custom

templates.

These buttons helpus to play with the

templates.


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Above mentioned listed formats are supported by the crystal report exportwizard.

11. Bibliography:

Website: http://support.businessobjects.com/documentation/
http://support.businessobjects.com/documentation/http://support.businessobjects.com/documentation/

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