Getting Started with Crystal Reports Lesson 1 · 2009-12-07 · This class is designed for…...
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Activant Solutions Optimizing Crystal Reports Course 3 of 3 Crystal Reports suite
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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