Professional Documents
Culture Documents
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Our Figureheads
BusinessObjects Reporter
(now Desktop Intelligence in XI R2)
BusinessObjects Designer
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Topics
Getting started
Retrieving data
The Crystal Reports model
Formatting
Grouping and sorting
Formulas
Parameters
Multi-pass reporting
Q&A
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Getting Started 1/2
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Getting Started 2/2
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Topics
Getting started
Retrieving data
The Crystal Reports model
Formatting
Grouping and sorting
Formulas
Parameters
Multi-pass reporting
Q&A
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Retrieving Data 1/15
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Retrieving Data 2/15
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Retrieving Data 3/15
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Retrieving Data 4/15
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Retrieving Data 5/15
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Retrieving Data 6/15
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Retrieving Data 7/15
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Retrieving Data 8/15
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Retrieving Data 9/15
HEY!
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Retrieving Data 10/15
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Retrieving Data 11/15
The Select Expert
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Retrieving Data 12/15
The Select Expert
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Retrieving Data 13/15
The Select Expert, cont’d
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Retrieving Data 14/15
The Select Expert, cont’d
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Retrieving Data 15/15
The Select Expert, cont’d
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Topics
Getting started
Retrieving data
The Crystal Reports model
Formatting
Grouping and sorting
Formulas
Parameters
Multi-pass reporting
Q&A
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The Crystal Reports Model 1/3
BusinessObjects
Reporter characteristics
Multiple blocks per report
Blocks located anywhere
Multiple reports per
document
Frame-based
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The Crystal Reports Model 2/3
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The Crystal Reports Model 3/3
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Topics
Getting started
Retrieving data
The Crystal Reports model
Formatting
Grouping and sorting
Formulas
Parameters
Multi-pass reporting
Q&A
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Formatting 1/8
Placing fields
Drag fields from the Field Explorer to the Design window
One or more fields can be selected at a time
Drag one field at a time for precise placement
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Formatting 2/8
Placing fields, cont’d
Position fields using guidelines
Fields are attached to nearest guideline
Moving the guideline moves the field
No similar technique in BO Reporter Guideline
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Formatting 3/8
Placing fields, cont’d
Other alignment options are available
Like Reporter, Crystal offers Snap to Grid
Crystal does it with more precision
Individual fields/objects can be aligned
File \ Tools \ Layout
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Formatting 4/8
Formatting fields
The Field Formatter controls the format
Formats can be
conditionally applied
Super Alerter!
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Formatting 5/8
Formatting sections
Format sections using the Section Expert
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Formatting 6/8
Formatting sections, cont;d
Some (but not all) of these features are available
from the Reporter’s Map tab
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Formatting 7/8
Using refreshed vs. saved data
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Formatting 8/8
Previewing the report
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Topics
Getting started
Retrieving data
The Crystal Reports model
Formatting
Grouping and sorting
Formulas
Parameters
Multi-pass reporting
Q&A
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Grouping and Sorting 1/10
Sorting
Query Sort
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Grouping and Sorting 2/10
Previewing sorted results
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Grouping and Sorting 3/10
Previewing sorted results, cont’d
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Grouping and Sorting 4/10
Grouping
Breaks
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Grouping and Sorting 5/10
Grouping, cont’d
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Grouping and Sorting 6/10
Grouping, cont’d
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Grouping and Sorting 7/10
Grouping, cont’d
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Grouping and Sorting 8/10
Adding totals
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Grouping and Sorting 9/10
Adding totals, cont’d
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Grouping and Sorting 10/10
Adding totals, cont’d
Location specified within window
BusinessObjects Reporter used calculation contexts
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Topics
Getting started
Retrieving data
The Crystal Reports model
Formatting
Grouping and sorting
Formulas
Parameters
Multi-pass reporting
Q&A
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Formulas 1/8
.. Or ..
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Formulas 2/8
I like variables!
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Formulas 3/8
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Formulas 4/8
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Formulas 5/8
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Formulas 6/8
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Formulas 7/8
To conditional …
if {Customer.Region} = "AL"
then {Orders.Order Amount} * .05 else
if {Customer.Region} = "AR"
then {Orders.Order Amount} * .075 else
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Formulas 8/8
To procedural …
//Reverse a string version 1 Comments!
Local StringVar str := "";
Local NumberVar strLen := Length ({Customer.Customer Name});
Local NumberVar i;
For i := 1 To strLen Do
(
Local NumberVar charPos := strLen - i + 1;
str := str + {Customer.Customer Name}[charPos] Arrays!
);
str
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Topics
Getting started
Retrieving data
The Crystal Reports model
Formatting
Grouping and sorting
Formulas
Parameters
Multi-pass reporting
Q&A
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Parameters 1/16
@Prompt
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Parameters 2/16
Static prompts
The New Parameter window will open
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Parameters 3/16
Static prompts, cont’d
Add the parameter name and data type
Tell Crystal Reports where to retrieve the values
Specify a table field or
Add values manually or
Import values
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Parameters 4/16
Static prompts, cont’d
We’ll add all possible database values
Once added, these values are static
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Parameters 5/16
Static prompts, cont’d
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Parameters 6/16
Static prompts, cont’d
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Parameters 7/16
Static prompts, cont’d
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Parameters 8/16
Dynamic prompts
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Parameters 9/16
Dynamic prompts, cont’d
Create another parameter based on Region
Make its list of values dynamic
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Parameters 10/16
Dynamic prompts, cont’d
Add a value based on Country
Select the Insert button
Choose Customer.Country
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Parameters 11/16
Dynamic prompts, cont’d
Add a value based on Region
Select the Insert button again
Choose Customer.Region
Crystal Reports indents values in the direction they will cascade
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Parameters 12/16
Dynamic prompts, cont’d
Two parameters are created to support the cascade
The Field Explorer show two new parameters
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Parameters 13/16
Dynamic prompts, cont’d
Use the Select Expert to adjust the query
Replace the Country prompt with Region - Country
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Parameters 14/16
Dynamic prompts, cont’d
Use the Select Expert to adjust the query
Create a new condition for Region based on Region - Region
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Parameters 15/16
Dynamic prompts, cont’d
Refresh the query
Choose any country
The second prompt will reflect only regions of that country
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Parameters 16/16
Dynamic prompts, cont’d
Try it again
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Topics
Getting started
Retrieving data
The Crystal Reports model
Formatting
Grouping and sorting
Formulas
Parameters
Multi-pass reporting
Q&A
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Multi-Pass Reporting 1/7
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Multi-Pass Reporting 2/7
Pre-Pass 1
Constant formulas are evaluated
Process known as BeforeReadingRecords
No database fields allowed
Example: 1000 * 25
Constant
formulas
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Multi-Pass Reporting 3/7
Pass 1
Record retrieval (selection and sorting passed to database if possible)
Evaluate formulas with database fields (recurring formulas)
• Known as WhileReadingRecords
• NO references to subtotals or summaries
Record selection formulas
• Record selection too complex for database to handle
Records sorted, grouped, then totaled per group
Cross-tabs, charts, and maps
• Database fields and recurring formulas
• No running totals, PrintTime formulas
Processed data is saved, used for all other processing
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Multi-Pass Reporting 4/7
Pre-Pass 2
Order groups
• Only for Top N, Bottom N, or Hierarchical Grouping reports
No data read
Uses saved data (group instances) from Pass 1
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Multi-Pass Reporting 5/7
Pass 2
Process group selection formulas
Running totals
Formulas that reference subtotals or summaries
• Known as PrintTime formulas
• Called WhilePrintingRecords process
Cross-tabs, charts, and maps
• Include running totals, PrintTime formulas
OLAP grids
Sub-reports
Page on demand generation
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Multi-Pass Reporting 6/7
Pass 3
Total page count
Used for total page count, Page N of M formulas
Total
page count
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Multi-Pass Reporting 7/7
Pass Summary
Constant
-1 formulas
Total
3 page count
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The Storybook Ending
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Q&A
Questions
Contact information
Alan Mayer
Phone: 214-637-6622
Email: amayer@integrasolutions.net
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