8/19/2010 - lsntap 6 22 designing a crystal report • group the data by user_id – report >...

20
8/19/2010 1 Crystal Reports Beginner Training: Part I August 13, 2010 Tom Bedall, Pro Seniors, Inc. 8 Crystal Report Trainings Intro to Crystal Reports TODAY! Will be recorded and made available for FREE Crystal Reports Basic Training: Part I Friday, August 13 th , 11am Pacific / 2pm Eastern Crystal Reports Basic Training: Part II Friday, August 20 th , 11am Pacific / 2pm Eastern 9 Purchasing Crystal Reports Free 30 day trial http://www.sap.com/solutions/sapbusinessobjects/sme/freet rials/index.epx Crystal Reports - $55 for nonprofits http://www.techsoup.org/stock/category.asp?catalog_name= TechSoupMain&category_name=Business+Objects+Softwar e&Page=1&Cat1=business+objects&CatCount=1

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8192010

1

Crystal Reports Beginner Training Part I

August 13 2010

Tom Bedall Pro Seniors Inc

8

Crystal Report Trainings

Intro to Crystal Reports ndash TODAY

Will be recorded and made available for FREE

Crystal Reports Basic Training Part I

Friday August 13th 11am Pacific 2pm Eastern

Crystal Reports Basic Training Part II

Friday August 20th 11am Pacific 2pm Eastern

9

Purchasing Crystal Reports

Free 30 day trial

httpwwwsapcomsolutionssapbusinessobjectssmefreet

rialsindexepx

Crystal Reports - $55 for nonprofits

httpwwwtechsouporgstockcategoryaspcatalog_name=

TechSoupMainampcategory_name=Business+Objects+Softwar

eampPage=1ampCat1=business+objectsampCatCount=1

8192010

2

10

Designing A Crystal Report

Choose the database amp tables to include

Choose the fields to display in the report

Record Selection

bull Select a subset of the database data for inclusion in the report

Group the data

bull If you are designing a grouped report

11

Designing A Crystal Report

Sort Summarize and Suppress the data

bull Add grand totals sub-totals percentages and suppress immaterial data

Add additional information

bull Running Totals Formulas amp Text Boxes

Add parameters

bull End-user can choose what data to include

Format the report

bull Add color lines boxes hyperlinks etc

12

Designing A Crystal Report

bull Choose the database amp tables to include

ndash Start Page gt Blank Report gt Database Expert

ndash Double Click Cases Table gt OK

bull Choose the fields to display in the report

ndash View gt Field Explorer

ndash Double Click Database Fields

ndash Double Click Cases1

8192010

3

13

Designing A Crystal Report

bull Right Click Database Fields

ndash Grouped order vs alphabetical order

ndash Show Field Type

bull Click amp Drag Cases1 Fields Into Details Section

bull case_id

bull number

bull user_id

bull open_date

bull close_date

14

Designing A Crystal Report

bull Right Click Section Label

ndash Expanding a section

ndash Splitting a section

ndash Inserting a sub-section

ndash Deleting a sub-section

ndash Suppressing sections

ndash Fit section

ndash Changing section order

15

Designing A Crystal Report

bull Refresh Report

ndash Report gt Refresh Report Data (F5)

ndash Note number of records in status bar

bull No filter means every database record included

bull Note zoom controls on status bar

8192010

4

16

Designing A Crystal Report

bull Record Selection

ndash Report gt Select Expert gt Record

ndash Limit data to Open Attorney Cases

bull Choose field Double click cases1close_date

bull Click Formula Editor button

bull Type IsNull(cases1close_date)

bull Save and close gt Ok gt Refresh Data

17

Designing A Crystal Report

bull The IsNull function ndash Boolean value

ndash The Pika database supports null data values but others may not

ndash Some databases default all empty field values to zero If so the IsNull function will not work if the active database does not support null values

ndash Note Zero and blank (empty or ) are not null values

18

Designing A Crystal Reportbull The IsNull function ndash Boolean value

ndash Note This function must be used first in a formula for it to be evaluated properly

ndash In general when Crystal Reports encounters a null valued field in a formula it immediately stops evaluating the formula and produces no value

ndash If you want to handle null field values in your formula you must explicitly do so using one of the special functions designed for handling them IsNull PreviousIsNull or NextIsNull

8192010

5

19

Designing A Crystal Report

How many records now

bull Too many Includes non-attorney cases

bull Switch to Design tab

bull Drag cases1office into Detail section

bull Switch to Preview Tab

bull Note non-attorney cases in report

20

Designing A Crystal Report

Edit Record Selection Formula

bull Report gt Select Expert gt Record

bull Include only Attorney cases in report

bull Click New button gt double click cases1office

bull Choose Is Equal To from drop-down

bull Choose ATTY from drop-down

bull Click formula window at bottom of dialog box

bull Note formula Click Ok button Refresh data

21

Designing A Crystal Report

How Many Records Now

bull Now we have correct cases in report

bull Save report frequently

bull File gt Options gt Reporting Tab gt Auto Save Reports After ____ Minutes

8192010

6

22

Designing A Crystal Report

bull Group the data by user_id

ndash Report gt Group Expert gt double click cases1user_id gt Ok

bull Click Design Tab

ndash Note new sections

bull Group Header 1amp Group Footer 1

ndash Note Group Tree in Preview Panel

23

Designing A Crystal Report

bull Insert Summaries

ndash Right click cases1case_id field in report gt Insert gt Summary

ndash Calculate this summary Distinct Count

ndash Summary Location Group Footer 1 cases1user_id - A

ndash Click Ok

bull Repeat above and also check Show as a percentage of checkbox

24

Designing A Crystal Report

bull Suppress Detail Section

ndash Right click Detail Section label gt Suppress (No Drill-Down)

bull Add User Table to Report

ndash Then can add user name fields to report

8192010

7

25

Designing A Crystal Report

bull Database gt Database Expert

ndash Double-click users table

ndash Note new tab Links

ndash Note Automatic Smart-Linking links the tables

bull Toggle on or off via File gt Options gt Database Tab gt Last Checkbox Automatic Smart-Linking

26

Designing A Crystal Report

Linking Very important

bull Join direction From Table (on Left) to the To Table (on Right)

bull Inner Join Default (only include records with data from both tables) (records drop out when you add To table fields to the report)

bull Left Outer Join (includes all records in the From table whether or not that record has corresponding data in the To table)

27

Designing A Crystal Report

Linking Very important

bull Do Left Outer Join Same of records 161

bull Do Inner Join 160 records ndash drops the ldquono-atty-assignedrdquo case Why No corresponding record in the To table

bull Two aspects of report that limit Db records Record Selection Criteria (intentional) and Table Joins (unintentional)

8192010

8

28

Designing A Crystal Report

bull Adding Activity Records (Time) to the report

ndash Build report from the smallest common denominator

bull Each case has multiple time records

bull Each attorney has multiple cases

ndash Activity Table (link to) Cases Table (link to) Users Table

29

Designing A Crystal Report

bull Add activities1act_date and activities1hours to Details Section

bull Group all time records into a case

ndash Report gt Group Expert gt double click activities1act_date gt Ok

bull Save the report

30

Designing A Crystal Report

bull In Design Tab add the summary information to Group Footer 2 that we want to show for each case

ndash Add Case Number and Open date to Group Footer 2

bull Add activities1act_date to Group Footer 2

ndash Note that because activities1act_date is sorted ascending activities1act_date in Group Footer 2 is the latest activity date

8192010

9

31

Designing A Crystal Report

bull Add total case time to Group Footer 2

bull Insert Summary

ndash Right click activities1hours field in Details Section gt Insert gt Summary

ndash Calculate this summary Sum

ndash Summary Location Group 2 cases1case_id - A

ndash Click Ok

32

Designing A Crystal Report

bull Suppress Details Section

ndash Right click Detail Section label gt Suppress (No Drill-Down)

bull Suppress Group Header 2

ndash Right click Group Header 2 Section label gt Suppress (No Drill-Down)

33

Designing A Crystal Report

bull Add Legal Problem and Client First Name to Group Footer 2

ndash Database gt Database Expert

ndash Double-click Contacts Table and Menu Legal Problem Table

ndash Click on Links tab

ndash Join with Left Outer Join cases1problem to menu_problem_20081value

8192010

10

34

Designing A Crystal Report

ndash Join with Inner Join cases1client_id to contacts1contact_id

ndash Ok out of Database Expert

bull Add contacts1first_name and menu_problem_20081label to Group Footer 2

35

Designing A Crystal Report

bull Add Time period Aged61To90 to reportndash Field Explorer gt Right Click Formula Fields gt New gt Type

Time 61 to 90 gt Okndash Type the following formula

IF activities1act_date = Aged61To90Days

THEN activities1hours ELSE 0

ndash The IF expression is one of the most useful control structures It allows you to evaluate an expression if a condition is true and evaluate a different expression otherwise

36

Designing A Crystal Report

bull Note The correct Crystal syntax for IF statements is IF ltconditiongt THEN lt expression1gt ELSE lt expression2gt where lt condition gt lt expression1gt and lt expression2gt are all single expressions

bull If you have multiple conditions convert them into a single expression by surrounding them in parentheses

8192010

11

37

Designing A Crystal Report

bull Save and Close Formula Editor

bull Click and drag Formula Time 61 to 90into Detail Section of Report

bull Insert Summary of Time 61 to 90 (sum) into Group Footer 2

bull Create two more formulas by repeating the above for the functions Aged31To60Days and Aged0To30Days add them to the report and insert summaries

38

Designing A Crystal Report

bull Suppress time period summaries when they equal zero

ndash Right Click Time in 0 to 30 formula summary in Group Footer 2 gt Format Field gt Common Tab gt Suppress checkbox conditional formula button gt Type Sum (Aged 0 to 30 cases1case_id) = 0

ndash Repeat for other two time period summaries

39

Designing A Crystal Report

Change report to display only one attorney at a time

Add Attorney Parameter to Report

bull Field Explorer gt Right Click Parameter Fields gt New

bull Name Attorney

bull List of Values Dynamic

bull Click here to add item users1user_id

bull Description users1last_name

bull Parameters Click to create parameter

8192010

12

40

Designing A Crystal Report

Add Attorney Parameter to Report (contrsquod)

bull Prompt Text Choose Attorney Name

bull Sort Order Ascending by description

bull Prompt With Description Only True

Click Ok

Drag and drop Attorney Parameter Field into Report Header Section to view the Parameter Value

41

Designing A Crystal Report

bull Add Attorney Parameter to Record Selection Formula to only include cases of the Attorney selected via the Parameter

ndash Report gt Select Expert gt Record gt Formula Editor button

ndash Type (

ndash cases1user_id = Attorney or

ndash cases1cocounsel1 = Attorney or

ndash cases1cocounsel2 = Attorney)

ndash )

42

Designing A Crystal Report

ndash Save and Close

ndash Ok and Refresh Data

bull Note that report is listing all cases where the Parameter Attorney is listed as either Primary Counsel Co-Counsel1 or Co-Counsel2

bull However the cases are still grouped by Primary Counsel so we need to change the grouping formula to group by the field containing the Parameter Attorney

8192010

13

43

Designing A Crystal Report

bull Create a Grouping Formula

ndash Field Explorer gt Right Click Formula Fields gt New gt Type Grouping Formula gt Ok

ndash Type the following formula

If IsNull(contacts1first_name) then Projects else

If cases1user_id = Attorney then Primary Counsel else

If cases1cocounsel1 = Attorney then Co-Counsel 1 else

If cases1cocounsel2 = Attorney then Co-Counsel 2

ndash Click the Close and Save button

44

Designing A Crystal Report

bull Delete Group-by cases1user_id and add Group-by Grouping Formula

ndash Report gt Group Expert

ndash Group by window remove cases1user_id field

ndash Add Grouping Formula field gt Move Grouping Formula field above cases1cases_id by using blue arrow in top right corner gt Ok button

45

Designing A Crystal Report

bull Note order of groups in report are ascending Create specific grouping order

ndash Report gt Group Expert gt double click Grouping Formula in Group by window gt change ldquoin ascending orderrdquo to ldquoin specified orderrdquo gt Drop down Named Group and choose specified group order gt Ok gt Ok

8192010

14

46

Designing A Crystal Report

bull Add Sub-Totals to groups

ndash Right click cases1number field in report gt Insert gt Summary

ndash Calculate this summary Distinct Count

ndash Summary Location Group Footer 1 cases1user_id - A

ndash Click Ok

47

Designing A Crystal Report

bull Add Hyperlink from Case Number Field to Pika Case Note Screen

ndash Right Click Case Number Field in Report gt Format Field gt Hyperlink Tab gt Hyperlink Type Click ldquoA Website on the Internetrdquo gt Hyperlink Information Website Address Delete ldquohttprdquo gt Click Formula Editor Button

ndash Type the following formula

httpspikaproseniorsorgproseniors307 +

casesphp + ToText (cases1case_id0)

ndash Click the Close and Save button

48

Designing A Crystal Report

ndash Click the Close and Save button

bull Font Tab

ndash Style Bold

ndash Color Blue

ndash Effects Check Underline box

bull Ok button

8192010

15

49

Designing A Crystal Report

bull Add Months Open to Group Footer 2

ndash Field Explorer gt Right Click Formula Fields gt New gt Type Months Open gt Ok

ndash Type the following formula

(CurrentDate - cases1open_date) (36512)

ndash Click the Close and Save button

ndash Drag and drop the Months Open Formula field into Group Footer 2

50

Designing A Crystal Report

bull Add Alternate Row Background Color

bull The easiest way to accomplish this is to create a Running Total count of Group Footer 2

ndash The first GF2 is 1 the second is 2 etc

ndash Then create a formula that makes the odd Group Footers one color and the even Group Footers another color

51

Designing A Crystal Report

bull Add Running Total

ndash Field Explorer gt Right Click Running Total Fields gt New gt

bull Running Total Name GF2 Running Total

bull Field to Summarize cases1case_id

bull Type of Summary Distinct Count

bull Ok

ndash Drag and drop GF2 Running Total field into Group Footer 2

8192010

16

52

Designing A Crystal Report

bull Add Conditional GF2 Background Color using an even-odd formula

ndash Right Click Group Footer 2 Label gt Section Expert gt Click Color Tab in right window gt Click Formula Editor button

ndash Type

If Remainder (GF2 Running Total2) = 0

then Color (255 255 155) else NoColor

ndash Click Save and Close button gt Ok

53

Designing A Crystal Report

bull The Remainder Function has the following components (numerator denominator)

bull Crystal Reports performs the division internally determines the whole number quotient and the remainder and returns only the remainder

bull In our case the remainder is zero for an even number and 5 for an odd number

54

Designing A Crystal Report

bull Add No ndashTime Warning Box to Report

ndash Field Explorer gt Right Click Formula Fields gt New gt

bull Formula Name Warning Box

Type the following

If

(Sum (Aged 0 to 30 cases1case_id) +

Sum (Time 31 to 60 cases1case_id) +

Sum (Time 61 to 90 cases1case_id))

= 0 then No Time In 90 Days

else

8192010

17

55

Designing A Crystal Report

If (Sum (Aged 0 to 30 cases1case_id) +Sum (Time 31 to 60 cases1case_id))

= 0 then No Time In 60 Dayselse

IfSum (Aged 0 to 30 cases1case_id) = 0

then No Time In 30 Dayselse

ndash Save and close

ndash Drag and drop Warning Box formula field into Group Footer 2

56

Designing A Crystal Report

bull Crystal Reports stops when it encounters a True statement so it is important to make sure the order of the expressions within the formula is correct

bull if expression 2 and 3 is a subset of expression 1 then the correct order is set subset sub-subset

Note that Formulas

are Hierarchical

57

Designing A Crystal Report

bull Format Different Formula Background Colors for Different Warning Messages

ndash Right Click Warning Box Formula Field in Report gt Format Field gt Boarder Tab gt Background gt Background Conditional Formula Button

ndash Type the following

If Warning Formula = No Time In 90 Days then crRed else

If Warning Formula = No Time In 60 Days then crBlue else

If Warning Formula = No Time In 30 Days then crSilver else

crNoColor

8192010

18

58

Designing A Crystal Report

bull Save and Close

bull Font Tab

ndash Style Bold

ndash Color White

bull Border Tab

ndash Left Right Top amp Bottom Single

bull Ok button

59

Designing A Crystal Report

bull Add Report Title

ndash Insert gt Text Object gt Click and drag Cursor cross across Report Header Section to create a text box

ndash Double click inside text box gt Type Open Case Data of

ndash Field Explorer gt Double Click Special Fields gt Drag and drop Data Date field into text box in Report Header and drop following text

60

Designing A Crystal Report

ndash Double click Text box to get to text and click Data Date field to highlight it then right click Data Date field gt Format Data Date gt Choose ldquoMonday March 1 1999rdquo gt Ok

ndash Click text box and using small blue square handles click and drag text box so that it stretches from left to right report margins and is about 5 inches in height

ndash Click on text box and use buttons on formatting menu bar to increase font to 28 point type and center the text

8192010

19

61

Designing A Crystal Report

bull Right click Report Header Section label gt Insert Section Below

bull Repeat text box creation above but leave text box content empty

bull Field Explorer gt Database Fields gt users1 table gt Drag and drop first_name and last_name fields into text box in Report Header and separate them by a space

Add Attorney Name to Report

Title

62

Designing A Crystal Report

bull Right click Group 1 Name field in Group Header 1 Section gt Format Field gt Border Tab gt Check Background checkbox gt Choose Silver from the drop-down gt Paragraph Tab gt Indentations First Line 01 gt Ok

Format Group Name Fields

63

Designing A Crystal Report

bull Add small text box to Page Header Section

bull Add text and format background color font color

bull Copy text box by right clicking text box gt copy gt right click Page Header Section Paste gt change background color gt change text

bull Repeat above for other Column Titles

Add Column

Titles

8192010

20

QUESTIONS

Thank You - Donrsquot forget to complete our survey

Contact Information

Kathleen Brockel ndash Email kathleenlsntaporg

Tom Bedall ndash Email tbedallproseniorsorg

8192010

2

10

Designing A Crystal Report

Choose the database amp tables to include

Choose the fields to display in the report

Record Selection

bull Select a subset of the database data for inclusion in the report

Group the data

bull If you are designing a grouped report

11

Designing A Crystal Report

Sort Summarize and Suppress the data

bull Add grand totals sub-totals percentages and suppress immaterial data

Add additional information

bull Running Totals Formulas amp Text Boxes

Add parameters

bull End-user can choose what data to include

Format the report

bull Add color lines boxes hyperlinks etc

12

Designing A Crystal Report

bull Choose the database amp tables to include

ndash Start Page gt Blank Report gt Database Expert

ndash Double Click Cases Table gt OK

bull Choose the fields to display in the report

ndash View gt Field Explorer

ndash Double Click Database Fields

ndash Double Click Cases1

8192010

3

13

Designing A Crystal Report

bull Right Click Database Fields

ndash Grouped order vs alphabetical order

ndash Show Field Type

bull Click amp Drag Cases1 Fields Into Details Section

bull case_id

bull number

bull user_id

bull open_date

bull close_date

14

Designing A Crystal Report

bull Right Click Section Label

ndash Expanding a section

ndash Splitting a section

ndash Inserting a sub-section

ndash Deleting a sub-section

ndash Suppressing sections

ndash Fit section

ndash Changing section order

15

Designing A Crystal Report

bull Refresh Report

ndash Report gt Refresh Report Data (F5)

ndash Note number of records in status bar

bull No filter means every database record included

bull Note zoom controls on status bar

8192010

4

16

Designing A Crystal Report

bull Record Selection

ndash Report gt Select Expert gt Record

ndash Limit data to Open Attorney Cases

bull Choose field Double click cases1close_date

bull Click Formula Editor button

bull Type IsNull(cases1close_date)

bull Save and close gt Ok gt Refresh Data

17

Designing A Crystal Report

bull The IsNull function ndash Boolean value

ndash The Pika database supports null data values but others may not

ndash Some databases default all empty field values to zero If so the IsNull function will not work if the active database does not support null values

ndash Note Zero and blank (empty or ) are not null values

18

Designing A Crystal Reportbull The IsNull function ndash Boolean value

ndash Note This function must be used first in a formula for it to be evaluated properly

ndash In general when Crystal Reports encounters a null valued field in a formula it immediately stops evaluating the formula and produces no value

ndash If you want to handle null field values in your formula you must explicitly do so using one of the special functions designed for handling them IsNull PreviousIsNull or NextIsNull

8192010

5

19

Designing A Crystal Report

How many records now

bull Too many Includes non-attorney cases

bull Switch to Design tab

bull Drag cases1office into Detail section

bull Switch to Preview Tab

bull Note non-attorney cases in report

20

Designing A Crystal Report

Edit Record Selection Formula

bull Report gt Select Expert gt Record

bull Include only Attorney cases in report

bull Click New button gt double click cases1office

bull Choose Is Equal To from drop-down

bull Choose ATTY from drop-down

bull Click formula window at bottom of dialog box

bull Note formula Click Ok button Refresh data

21

Designing A Crystal Report

How Many Records Now

bull Now we have correct cases in report

bull Save report frequently

bull File gt Options gt Reporting Tab gt Auto Save Reports After ____ Minutes

8192010

6

22

Designing A Crystal Report

bull Group the data by user_id

ndash Report gt Group Expert gt double click cases1user_id gt Ok

bull Click Design Tab

ndash Note new sections

bull Group Header 1amp Group Footer 1

ndash Note Group Tree in Preview Panel

23

Designing A Crystal Report

bull Insert Summaries

ndash Right click cases1case_id field in report gt Insert gt Summary

ndash Calculate this summary Distinct Count

ndash Summary Location Group Footer 1 cases1user_id - A

ndash Click Ok

bull Repeat above and also check Show as a percentage of checkbox

24

Designing A Crystal Report

bull Suppress Detail Section

ndash Right click Detail Section label gt Suppress (No Drill-Down)

bull Add User Table to Report

ndash Then can add user name fields to report

8192010

7

25

Designing A Crystal Report

bull Database gt Database Expert

ndash Double-click users table

ndash Note new tab Links

ndash Note Automatic Smart-Linking links the tables

bull Toggle on or off via File gt Options gt Database Tab gt Last Checkbox Automatic Smart-Linking

26

Designing A Crystal Report

Linking Very important

bull Join direction From Table (on Left) to the To Table (on Right)

bull Inner Join Default (only include records with data from both tables) (records drop out when you add To table fields to the report)

bull Left Outer Join (includes all records in the From table whether or not that record has corresponding data in the To table)

27

Designing A Crystal Report

Linking Very important

bull Do Left Outer Join Same of records 161

bull Do Inner Join 160 records ndash drops the ldquono-atty-assignedrdquo case Why No corresponding record in the To table

bull Two aspects of report that limit Db records Record Selection Criteria (intentional) and Table Joins (unintentional)

8192010

8

28

Designing A Crystal Report

bull Adding Activity Records (Time) to the report

ndash Build report from the smallest common denominator

bull Each case has multiple time records

bull Each attorney has multiple cases

ndash Activity Table (link to) Cases Table (link to) Users Table

29

Designing A Crystal Report

bull Add activities1act_date and activities1hours to Details Section

bull Group all time records into a case

ndash Report gt Group Expert gt double click activities1act_date gt Ok

bull Save the report

30

Designing A Crystal Report

bull In Design Tab add the summary information to Group Footer 2 that we want to show for each case

ndash Add Case Number and Open date to Group Footer 2

bull Add activities1act_date to Group Footer 2

ndash Note that because activities1act_date is sorted ascending activities1act_date in Group Footer 2 is the latest activity date

8192010

9

31

Designing A Crystal Report

bull Add total case time to Group Footer 2

bull Insert Summary

ndash Right click activities1hours field in Details Section gt Insert gt Summary

ndash Calculate this summary Sum

ndash Summary Location Group 2 cases1case_id - A

ndash Click Ok

32

Designing A Crystal Report

bull Suppress Details Section

ndash Right click Detail Section label gt Suppress (No Drill-Down)

bull Suppress Group Header 2

ndash Right click Group Header 2 Section label gt Suppress (No Drill-Down)

33

Designing A Crystal Report

bull Add Legal Problem and Client First Name to Group Footer 2

ndash Database gt Database Expert

ndash Double-click Contacts Table and Menu Legal Problem Table

ndash Click on Links tab

ndash Join with Left Outer Join cases1problem to menu_problem_20081value

8192010

10

34

Designing A Crystal Report

ndash Join with Inner Join cases1client_id to contacts1contact_id

ndash Ok out of Database Expert

bull Add contacts1first_name and menu_problem_20081label to Group Footer 2

35

Designing A Crystal Report

bull Add Time period Aged61To90 to reportndash Field Explorer gt Right Click Formula Fields gt New gt Type

Time 61 to 90 gt Okndash Type the following formula

IF activities1act_date = Aged61To90Days

THEN activities1hours ELSE 0

ndash The IF expression is one of the most useful control structures It allows you to evaluate an expression if a condition is true and evaluate a different expression otherwise

36

Designing A Crystal Report

bull Note The correct Crystal syntax for IF statements is IF ltconditiongt THEN lt expression1gt ELSE lt expression2gt where lt condition gt lt expression1gt and lt expression2gt are all single expressions

bull If you have multiple conditions convert them into a single expression by surrounding them in parentheses

8192010

11

37

Designing A Crystal Report

bull Save and Close Formula Editor

bull Click and drag Formula Time 61 to 90into Detail Section of Report

bull Insert Summary of Time 61 to 90 (sum) into Group Footer 2

bull Create two more formulas by repeating the above for the functions Aged31To60Days and Aged0To30Days add them to the report and insert summaries

38

Designing A Crystal Report

bull Suppress time period summaries when they equal zero

ndash Right Click Time in 0 to 30 formula summary in Group Footer 2 gt Format Field gt Common Tab gt Suppress checkbox conditional formula button gt Type Sum (Aged 0 to 30 cases1case_id) = 0

ndash Repeat for other two time period summaries

39

Designing A Crystal Report

Change report to display only one attorney at a time

Add Attorney Parameter to Report

bull Field Explorer gt Right Click Parameter Fields gt New

bull Name Attorney

bull List of Values Dynamic

bull Click here to add item users1user_id

bull Description users1last_name

bull Parameters Click to create parameter

8192010

12

40

Designing A Crystal Report

Add Attorney Parameter to Report (contrsquod)

bull Prompt Text Choose Attorney Name

bull Sort Order Ascending by description

bull Prompt With Description Only True

Click Ok

Drag and drop Attorney Parameter Field into Report Header Section to view the Parameter Value

41

Designing A Crystal Report

bull Add Attorney Parameter to Record Selection Formula to only include cases of the Attorney selected via the Parameter

ndash Report gt Select Expert gt Record gt Formula Editor button

ndash Type (

ndash cases1user_id = Attorney or

ndash cases1cocounsel1 = Attorney or

ndash cases1cocounsel2 = Attorney)

ndash )

42

Designing A Crystal Report

ndash Save and Close

ndash Ok and Refresh Data

bull Note that report is listing all cases where the Parameter Attorney is listed as either Primary Counsel Co-Counsel1 or Co-Counsel2

bull However the cases are still grouped by Primary Counsel so we need to change the grouping formula to group by the field containing the Parameter Attorney

8192010

13

43

Designing A Crystal Report

bull Create a Grouping Formula

ndash Field Explorer gt Right Click Formula Fields gt New gt Type Grouping Formula gt Ok

ndash Type the following formula

If IsNull(contacts1first_name) then Projects else

If cases1user_id = Attorney then Primary Counsel else

If cases1cocounsel1 = Attorney then Co-Counsel 1 else

If cases1cocounsel2 = Attorney then Co-Counsel 2

ndash Click the Close and Save button

44

Designing A Crystal Report

bull Delete Group-by cases1user_id and add Group-by Grouping Formula

ndash Report gt Group Expert

ndash Group by window remove cases1user_id field

ndash Add Grouping Formula field gt Move Grouping Formula field above cases1cases_id by using blue arrow in top right corner gt Ok button

45

Designing A Crystal Report

bull Note order of groups in report are ascending Create specific grouping order

ndash Report gt Group Expert gt double click Grouping Formula in Group by window gt change ldquoin ascending orderrdquo to ldquoin specified orderrdquo gt Drop down Named Group and choose specified group order gt Ok gt Ok

8192010

14

46

Designing A Crystal Report

bull Add Sub-Totals to groups

ndash Right click cases1number field in report gt Insert gt Summary

ndash Calculate this summary Distinct Count

ndash Summary Location Group Footer 1 cases1user_id - A

ndash Click Ok

47

Designing A Crystal Report

bull Add Hyperlink from Case Number Field to Pika Case Note Screen

ndash Right Click Case Number Field in Report gt Format Field gt Hyperlink Tab gt Hyperlink Type Click ldquoA Website on the Internetrdquo gt Hyperlink Information Website Address Delete ldquohttprdquo gt Click Formula Editor Button

ndash Type the following formula

httpspikaproseniorsorgproseniors307 +

casesphp + ToText (cases1case_id0)

ndash Click the Close and Save button

48

Designing A Crystal Report

ndash Click the Close and Save button

bull Font Tab

ndash Style Bold

ndash Color Blue

ndash Effects Check Underline box

bull Ok button

8192010

15

49

Designing A Crystal Report

bull Add Months Open to Group Footer 2

ndash Field Explorer gt Right Click Formula Fields gt New gt Type Months Open gt Ok

ndash Type the following formula

(CurrentDate - cases1open_date) (36512)

ndash Click the Close and Save button

ndash Drag and drop the Months Open Formula field into Group Footer 2

50

Designing A Crystal Report

bull Add Alternate Row Background Color

bull The easiest way to accomplish this is to create a Running Total count of Group Footer 2

ndash The first GF2 is 1 the second is 2 etc

ndash Then create a formula that makes the odd Group Footers one color and the even Group Footers another color

51

Designing A Crystal Report

bull Add Running Total

ndash Field Explorer gt Right Click Running Total Fields gt New gt

bull Running Total Name GF2 Running Total

bull Field to Summarize cases1case_id

bull Type of Summary Distinct Count

bull Ok

ndash Drag and drop GF2 Running Total field into Group Footer 2

8192010

16

52

Designing A Crystal Report

bull Add Conditional GF2 Background Color using an even-odd formula

ndash Right Click Group Footer 2 Label gt Section Expert gt Click Color Tab in right window gt Click Formula Editor button

ndash Type

If Remainder (GF2 Running Total2) = 0

then Color (255 255 155) else NoColor

ndash Click Save and Close button gt Ok

53

Designing A Crystal Report

bull The Remainder Function has the following components (numerator denominator)

bull Crystal Reports performs the division internally determines the whole number quotient and the remainder and returns only the remainder

bull In our case the remainder is zero for an even number and 5 for an odd number

54

Designing A Crystal Report

bull Add No ndashTime Warning Box to Report

ndash Field Explorer gt Right Click Formula Fields gt New gt

bull Formula Name Warning Box

Type the following

If

(Sum (Aged 0 to 30 cases1case_id) +

Sum (Time 31 to 60 cases1case_id) +

Sum (Time 61 to 90 cases1case_id))

= 0 then No Time In 90 Days

else

8192010

17

55

Designing A Crystal Report

If (Sum (Aged 0 to 30 cases1case_id) +Sum (Time 31 to 60 cases1case_id))

= 0 then No Time In 60 Dayselse

IfSum (Aged 0 to 30 cases1case_id) = 0

then No Time In 30 Dayselse

ndash Save and close

ndash Drag and drop Warning Box formula field into Group Footer 2

56

Designing A Crystal Report

bull Crystal Reports stops when it encounters a True statement so it is important to make sure the order of the expressions within the formula is correct

bull if expression 2 and 3 is a subset of expression 1 then the correct order is set subset sub-subset

Note that Formulas

are Hierarchical

57

Designing A Crystal Report

bull Format Different Formula Background Colors for Different Warning Messages

ndash Right Click Warning Box Formula Field in Report gt Format Field gt Boarder Tab gt Background gt Background Conditional Formula Button

ndash Type the following

If Warning Formula = No Time In 90 Days then crRed else

If Warning Formula = No Time In 60 Days then crBlue else

If Warning Formula = No Time In 30 Days then crSilver else

crNoColor

8192010

18

58

Designing A Crystal Report

bull Save and Close

bull Font Tab

ndash Style Bold

ndash Color White

bull Border Tab

ndash Left Right Top amp Bottom Single

bull Ok button

59

Designing A Crystal Report

bull Add Report Title

ndash Insert gt Text Object gt Click and drag Cursor cross across Report Header Section to create a text box

ndash Double click inside text box gt Type Open Case Data of

ndash Field Explorer gt Double Click Special Fields gt Drag and drop Data Date field into text box in Report Header and drop following text

60

Designing A Crystal Report

ndash Double click Text box to get to text and click Data Date field to highlight it then right click Data Date field gt Format Data Date gt Choose ldquoMonday March 1 1999rdquo gt Ok

ndash Click text box and using small blue square handles click and drag text box so that it stretches from left to right report margins and is about 5 inches in height

ndash Click on text box and use buttons on formatting menu bar to increase font to 28 point type and center the text

8192010

19

61

Designing A Crystal Report

bull Right click Report Header Section label gt Insert Section Below

bull Repeat text box creation above but leave text box content empty

bull Field Explorer gt Database Fields gt users1 table gt Drag and drop first_name and last_name fields into text box in Report Header and separate them by a space

Add Attorney Name to Report

Title

62

Designing A Crystal Report

bull Right click Group 1 Name field in Group Header 1 Section gt Format Field gt Border Tab gt Check Background checkbox gt Choose Silver from the drop-down gt Paragraph Tab gt Indentations First Line 01 gt Ok

Format Group Name Fields

63

Designing A Crystal Report

bull Add small text box to Page Header Section

bull Add text and format background color font color

bull Copy text box by right clicking text box gt copy gt right click Page Header Section Paste gt change background color gt change text

bull Repeat above for other Column Titles

Add Column

Titles

8192010

20

QUESTIONS

Thank You - Donrsquot forget to complete our survey

Contact Information

Kathleen Brockel ndash Email kathleenlsntaporg

Tom Bedall ndash Email tbedallproseniorsorg

8192010

3

13

Designing A Crystal Report

bull Right Click Database Fields

ndash Grouped order vs alphabetical order

ndash Show Field Type

bull Click amp Drag Cases1 Fields Into Details Section

bull case_id

bull number

bull user_id

bull open_date

bull close_date

14

Designing A Crystal Report

bull Right Click Section Label

ndash Expanding a section

ndash Splitting a section

ndash Inserting a sub-section

ndash Deleting a sub-section

ndash Suppressing sections

ndash Fit section

ndash Changing section order

15

Designing A Crystal Report

bull Refresh Report

ndash Report gt Refresh Report Data (F5)

ndash Note number of records in status bar

bull No filter means every database record included

bull Note zoom controls on status bar

8192010

4

16

Designing A Crystal Report

bull Record Selection

ndash Report gt Select Expert gt Record

ndash Limit data to Open Attorney Cases

bull Choose field Double click cases1close_date

bull Click Formula Editor button

bull Type IsNull(cases1close_date)

bull Save and close gt Ok gt Refresh Data

17

Designing A Crystal Report

bull The IsNull function ndash Boolean value

ndash The Pika database supports null data values but others may not

ndash Some databases default all empty field values to zero If so the IsNull function will not work if the active database does not support null values

ndash Note Zero and blank (empty or ) are not null values

18

Designing A Crystal Reportbull The IsNull function ndash Boolean value

ndash Note This function must be used first in a formula for it to be evaluated properly

ndash In general when Crystal Reports encounters a null valued field in a formula it immediately stops evaluating the formula and produces no value

ndash If you want to handle null field values in your formula you must explicitly do so using one of the special functions designed for handling them IsNull PreviousIsNull or NextIsNull

8192010

5

19

Designing A Crystal Report

How many records now

bull Too many Includes non-attorney cases

bull Switch to Design tab

bull Drag cases1office into Detail section

bull Switch to Preview Tab

bull Note non-attorney cases in report

20

Designing A Crystal Report

Edit Record Selection Formula

bull Report gt Select Expert gt Record

bull Include only Attorney cases in report

bull Click New button gt double click cases1office

bull Choose Is Equal To from drop-down

bull Choose ATTY from drop-down

bull Click formula window at bottom of dialog box

bull Note formula Click Ok button Refresh data

21

Designing A Crystal Report

How Many Records Now

bull Now we have correct cases in report

bull Save report frequently

bull File gt Options gt Reporting Tab gt Auto Save Reports After ____ Minutes

8192010

6

22

Designing A Crystal Report

bull Group the data by user_id

ndash Report gt Group Expert gt double click cases1user_id gt Ok

bull Click Design Tab

ndash Note new sections

bull Group Header 1amp Group Footer 1

ndash Note Group Tree in Preview Panel

23

Designing A Crystal Report

bull Insert Summaries

ndash Right click cases1case_id field in report gt Insert gt Summary

ndash Calculate this summary Distinct Count

ndash Summary Location Group Footer 1 cases1user_id - A

ndash Click Ok

bull Repeat above and also check Show as a percentage of checkbox

24

Designing A Crystal Report

bull Suppress Detail Section

ndash Right click Detail Section label gt Suppress (No Drill-Down)

bull Add User Table to Report

ndash Then can add user name fields to report

8192010

7

25

Designing A Crystal Report

bull Database gt Database Expert

ndash Double-click users table

ndash Note new tab Links

ndash Note Automatic Smart-Linking links the tables

bull Toggle on or off via File gt Options gt Database Tab gt Last Checkbox Automatic Smart-Linking

26

Designing A Crystal Report

Linking Very important

bull Join direction From Table (on Left) to the To Table (on Right)

bull Inner Join Default (only include records with data from both tables) (records drop out when you add To table fields to the report)

bull Left Outer Join (includes all records in the From table whether or not that record has corresponding data in the To table)

27

Designing A Crystal Report

Linking Very important

bull Do Left Outer Join Same of records 161

bull Do Inner Join 160 records ndash drops the ldquono-atty-assignedrdquo case Why No corresponding record in the To table

bull Two aspects of report that limit Db records Record Selection Criteria (intentional) and Table Joins (unintentional)

8192010

8

28

Designing A Crystal Report

bull Adding Activity Records (Time) to the report

ndash Build report from the smallest common denominator

bull Each case has multiple time records

bull Each attorney has multiple cases

ndash Activity Table (link to) Cases Table (link to) Users Table

29

Designing A Crystal Report

bull Add activities1act_date and activities1hours to Details Section

bull Group all time records into a case

ndash Report gt Group Expert gt double click activities1act_date gt Ok

bull Save the report

30

Designing A Crystal Report

bull In Design Tab add the summary information to Group Footer 2 that we want to show for each case

ndash Add Case Number and Open date to Group Footer 2

bull Add activities1act_date to Group Footer 2

ndash Note that because activities1act_date is sorted ascending activities1act_date in Group Footer 2 is the latest activity date

8192010

9

31

Designing A Crystal Report

bull Add total case time to Group Footer 2

bull Insert Summary

ndash Right click activities1hours field in Details Section gt Insert gt Summary

ndash Calculate this summary Sum

ndash Summary Location Group 2 cases1case_id - A

ndash Click Ok

32

Designing A Crystal Report

bull Suppress Details Section

ndash Right click Detail Section label gt Suppress (No Drill-Down)

bull Suppress Group Header 2

ndash Right click Group Header 2 Section label gt Suppress (No Drill-Down)

33

Designing A Crystal Report

bull Add Legal Problem and Client First Name to Group Footer 2

ndash Database gt Database Expert

ndash Double-click Contacts Table and Menu Legal Problem Table

ndash Click on Links tab

ndash Join with Left Outer Join cases1problem to menu_problem_20081value

8192010

10

34

Designing A Crystal Report

ndash Join with Inner Join cases1client_id to contacts1contact_id

ndash Ok out of Database Expert

bull Add contacts1first_name and menu_problem_20081label to Group Footer 2

35

Designing A Crystal Report

bull Add Time period Aged61To90 to reportndash Field Explorer gt Right Click Formula Fields gt New gt Type

Time 61 to 90 gt Okndash Type the following formula

IF activities1act_date = Aged61To90Days

THEN activities1hours ELSE 0

ndash The IF expression is one of the most useful control structures It allows you to evaluate an expression if a condition is true and evaluate a different expression otherwise

36

Designing A Crystal Report

bull Note The correct Crystal syntax for IF statements is IF ltconditiongt THEN lt expression1gt ELSE lt expression2gt where lt condition gt lt expression1gt and lt expression2gt are all single expressions

bull If you have multiple conditions convert them into a single expression by surrounding them in parentheses

8192010

11

37

Designing A Crystal Report

bull Save and Close Formula Editor

bull Click and drag Formula Time 61 to 90into Detail Section of Report

bull Insert Summary of Time 61 to 90 (sum) into Group Footer 2

bull Create two more formulas by repeating the above for the functions Aged31To60Days and Aged0To30Days add them to the report and insert summaries

38

Designing A Crystal Report

bull Suppress time period summaries when they equal zero

ndash Right Click Time in 0 to 30 formula summary in Group Footer 2 gt Format Field gt Common Tab gt Suppress checkbox conditional formula button gt Type Sum (Aged 0 to 30 cases1case_id) = 0

ndash Repeat for other two time period summaries

39

Designing A Crystal Report

Change report to display only one attorney at a time

Add Attorney Parameter to Report

bull Field Explorer gt Right Click Parameter Fields gt New

bull Name Attorney

bull List of Values Dynamic

bull Click here to add item users1user_id

bull Description users1last_name

bull Parameters Click to create parameter

8192010

12

40

Designing A Crystal Report

Add Attorney Parameter to Report (contrsquod)

bull Prompt Text Choose Attorney Name

bull Sort Order Ascending by description

bull Prompt With Description Only True

Click Ok

Drag and drop Attorney Parameter Field into Report Header Section to view the Parameter Value

41

Designing A Crystal Report

bull Add Attorney Parameter to Record Selection Formula to only include cases of the Attorney selected via the Parameter

ndash Report gt Select Expert gt Record gt Formula Editor button

ndash Type (

ndash cases1user_id = Attorney or

ndash cases1cocounsel1 = Attorney or

ndash cases1cocounsel2 = Attorney)

ndash )

42

Designing A Crystal Report

ndash Save and Close

ndash Ok and Refresh Data

bull Note that report is listing all cases where the Parameter Attorney is listed as either Primary Counsel Co-Counsel1 or Co-Counsel2

bull However the cases are still grouped by Primary Counsel so we need to change the grouping formula to group by the field containing the Parameter Attorney

8192010

13

43

Designing A Crystal Report

bull Create a Grouping Formula

ndash Field Explorer gt Right Click Formula Fields gt New gt Type Grouping Formula gt Ok

ndash Type the following formula

If IsNull(contacts1first_name) then Projects else

If cases1user_id = Attorney then Primary Counsel else

If cases1cocounsel1 = Attorney then Co-Counsel 1 else

If cases1cocounsel2 = Attorney then Co-Counsel 2

ndash Click the Close and Save button

44

Designing A Crystal Report

bull Delete Group-by cases1user_id and add Group-by Grouping Formula

ndash Report gt Group Expert

ndash Group by window remove cases1user_id field

ndash Add Grouping Formula field gt Move Grouping Formula field above cases1cases_id by using blue arrow in top right corner gt Ok button

45

Designing A Crystal Report

bull Note order of groups in report are ascending Create specific grouping order

ndash Report gt Group Expert gt double click Grouping Formula in Group by window gt change ldquoin ascending orderrdquo to ldquoin specified orderrdquo gt Drop down Named Group and choose specified group order gt Ok gt Ok

8192010

14

46

Designing A Crystal Report

bull Add Sub-Totals to groups

ndash Right click cases1number field in report gt Insert gt Summary

ndash Calculate this summary Distinct Count

ndash Summary Location Group Footer 1 cases1user_id - A

ndash Click Ok

47

Designing A Crystal Report

bull Add Hyperlink from Case Number Field to Pika Case Note Screen

ndash Right Click Case Number Field in Report gt Format Field gt Hyperlink Tab gt Hyperlink Type Click ldquoA Website on the Internetrdquo gt Hyperlink Information Website Address Delete ldquohttprdquo gt Click Formula Editor Button

ndash Type the following formula

httpspikaproseniorsorgproseniors307 +

casesphp + ToText (cases1case_id0)

ndash Click the Close and Save button

48

Designing A Crystal Report

ndash Click the Close and Save button

bull Font Tab

ndash Style Bold

ndash Color Blue

ndash Effects Check Underline box

bull Ok button

8192010

15

49

Designing A Crystal Report

bull Add Months Open to Group Footer 2

ndash Field Explorer gt Right Click Formula Fields gt New gt Type Months Open gt Ok

ndash Type the following formula

(CurrentDate - cases1open_date) (36512)

ndash Click the Close and Save button

ndash Drag and drop the Months Open Formula field into Group Footer 2

50

Designing A Crystal Report

bull Add Alternate Row Background Color

bull The easiest way to accomplish this is to create a Running Total count of Group Footer 2

ndash The first GF2 is 1 the second is 2 etc

ndash Then create a formula that makes the odd Group Footers one color and the even Group Footers another color

51

Designing A Crystal Report

bull Add Running Total

ndash Field Explorer gt Right Click Running Total Fields gt New gt

bull Running Total Name GF2 Running Total

bull Field to Summarize cases1case_id

bull Type of Summary Distinct Count

bull Ok

ndash Drag and drop GF2 Running Total field into Group Footer 2

8192010

16

52

Designing A Crystal Report

bull Add Conditional GF2 Background Color using an even-odd formula

ndash Right Click Group Footer 2 Label gt Section Expert gt Click Color Tab in right window gt Click Formula Editor button

ndash Type

If Remainder (GF2 Running Total2) = 0

then Color (255 255 155) else NoColor

ndash Click Save and Close button gt Ok

53

Designing A Crystal Report

bull The Remainder Function has the following components (numerator denominator)

bull Crystal Reports performs the division internally determines the whole number quotient and the remainder and returns only the remainder

bull In our case the remainder is zero for an even number and 5 for an odd number

54

Designing A Crystal Report

bull Add No ndashTime Warning Box to Report

ndash Field Explorer gt Right Click Formula Fields gt New gt

bull Formula Name Warning Box

Type the following

If

(Sum (Aged 0 to 30 cases1case_id) +

Sum (Time 31 to 60 cases1case_id) +

Sum (Time 61 to 90 cases1case_id))

= 0 then No Time In 90 Days

else

8192010

17

55

Designing A Crystal Report

If (Sum (Aged 0 to 30 cases1case_id) +Sum (Time 31 to 60 cases1case_id))

= 0 then No Time In 60 Dayselse

IfSum (Aged 0 to 30 cases1case_id) = 0

then No Time In 30 Dayselse

ndash Save and close

ndash Drag and drop Warning Box formula field into Group Footer 2

56

Designing A Crystal Report

bull Crystal Reports stops when it encounters a True statement so it is important to make sure the order of the expressions within the formula is correct

bull if expression 2 and 3 is a subset of expression 1 then the correct order is set subset sub-subset

Note that Formulas

are Hierarchical

57

Designing A Crystal Report

bull Format Different Formula Background Colors for Different Warning Messages

ndash Right Click Warning Box Formula Field in Report gt Format Field gt Boarder Tab gt Background gt Background Conditional Formula Button

ndash Type the following

If Warning Formula = No Time In 90 Days then crRed else

If Warning Formula = No Time In 60 Days then crBlue else

If Warning Formula = No Time In 30 Days then crSilver else

crNoColor

8192010

18

58

Designing A Crystal Report

bull Save and Close

bull Font Tab

ndash Style Bold

ndash Color White

bull Border Tab

ndash Left Right Top amp Bottom Single

bull Ok button

59

Designing A Crystal Report

bull Add Report Title

ndash Insert gt Text Object gt Click and drag Cursor cross across Report Header Section to create a text box

ndash Double click inside text box gt Type Open Case Data of

ndash Field Explorer gt Double Click Special Fields gt Drag and drop Data Date field into text box in Report Header and drop following text

60

Designing A Crystal Report

ndash Double click Text box to get to text and click Data Date field to highlight it then right click Data Date field gt Format Data Date gt Choose ldquoMonday March 1 1999rdquo gt Ok

ndash Click text box and using small blue square handles click and drag text box so that it stretches from left to right report margins and is about 5 inches in height

ndash Click on text box and use buttons on formatting menu bar to increase font to 28 point type and center the text

8192010

19

61

Designing A Crystal Report

bull Right click Report Header Section label gt Insert Section Below

bull Repeat text box creation above but leave text box content empty

bull Field Explorer gt Database Fields gt users1 table gt Drag and drop first_name and last_name fields into text box in Report Header and separate them by a space

Add Attorney Name to Report

Title

62

Designing A Crystal Report

bull Right click Group 1 Name field in Group Header 1 Section gt Format Field gt Border Tab gt Check Background checkbox gt Choose Silver from the drop-down gt Paragraph Tab gt Indentations First Line 01 gt Ok

Format Group Name Fields

63

Designing A Crystal Report

bull Add small text box to Page Header Section

bull Add text and format background color font color

bull Copy text box by right clicking text box gt copy gt right click Page Header Section Paste gt change background color gt change text

bull Repeat above for other Column Titles

Add Column

Titles

8192010

20

QUESTIONS

Thank You - Donrsquot forget to complete our survey

Contact Information

Kathleen Brockel ndash Email kathleenlsntaporg

Tom Bedall ndash Email tbedallproseniorsorg

8192010

4

16

Designing A Crystal Report

bull Record Selection

ndash Report gt Select Expert gt Record

ndash Limit data to Open Attorney Cases

bull Choose field Double click cases1close_date

bull Click Formula Editor button

bull Type IsNull(cases1close_date)

bull Save and close gt Ok gt Refresh Data

17

Designing A Crystal Report

bull The IsNull function ndash Boolean value

ndash The Pika database supports null data values but others may not

ndash Some databases default all empty field values to zero If so the IsNull function will not work if the active database does not support null values

ndash Note Zero and blank (empty or ) are not null values

18

Designing A Crystal Reportbull The IsNull function ndash Boolean value

ndash Note This function must be used first in a formula for it to be evaluated properly

ndash In general when Crystal Reports encounters a null valued field in a formula it immediately stops evaluating the formula and produces no value

ndash If you want to handle null field values in your formula you must explicitly do so using one of the special functions designed for handling them IsNull PreviousIsNull or NextIsNull

8192010

5

19

Designing A Crystal Report

How many records now

bull Too many Includes non-attorney cases

bull Switch to Design tab

bull Drag cases1office into Detail section

bull Switch to Preview Tab

bull Note non-attorney cases in report

20

Designing A Crystal Report

Edit Record Selection Formula

bull Report gt Select Expert gt Record

bull Include only Attorney cases in report

bull Click New button gt double click cases1office

bull Choose Is Equal To from drop-down

bull Choose ATTY from drop-down

bull Click formula window at bottom of dialog box

bull Note formula Click Ok button Refresh data

21

Designing A Crystal Report

How Many Records Now

bull Now we have correct cases in report

bull Save report frequently

bull File gt Options gt Reporting Tab gt Auto Save Reports After ____ Minutes

8192010

6

22

Designing A Crystal Report

bull Group the data by user_id

ndash Report gt Group Expert gt double click cases1user_id gt Ok

bull Click Design Tab

ndash Note new sections

bull Group Header 1amp Group Footer 1

ndash Note Group Tree in Preview Panel

23

Designing A Crystal Report

bull Insert Summaries

ndash Right click cases1case_id field in report gt Insert gt Summary

ndash Calculate this summary Distinct Count

ndash Summary Location Group Footer 1 cases1user_id - A

ndash Click Ok

bull Repeat above and also check Show as a percentage of checkbox

24

Designing A Crystal Report

bull Suppress Detail Section

ndash Right click Detail Section label gt Suppress (No Drill-Down)

bull Add User Table to Report

ndash Then can add user name fields to report

8192010

7

25

Designing A Crystal Report

bull Database gt Database Expert

ndash Double-click users table

ndash Note new tab Links

ndash Note Automatic Smart-Linking links the tables

bull Toggle on or off via File gt Options gt Database Tab gt Last Checkbox Automatic Smart-Linking

26

Designing A Crystal Report

Linking Very important

bull Join direction From Table (on Left) to the To Table (on Right)

bull Inner Join Default (only include records with data from both tables) (records drop out when you add To table fields to the report)

bull Left Outer Join (includes all records in the From table whether or not that record has corresponding data in the To table)

27

Designing A Crystal Report

Linking Very important

bull Do Left Outer Join Same of records 161

bull Do Inner Join 160 records ndash drops the ldquono-atty-assignedrdquo case Why No corresponding record in the To table

bull Two aspects of report that limit Db records Record Selection Criteria (intentional) and Table Joins (unintentional)

8192010

8

28

Designing A Crystal Report

bull Adding Activity Records (Time) to the report

ndash Build report from the smallest common denominator

bull Each case has multiple time records

bull Each attorney has multiple cases

ndash Activity Table (link to) Cases Table (link to) Users Table

29

Designing A Crystal Report

bull Add activities1act_date and activities1hours to Details Section

bull Group all time records into a case

ndash Report gt Group Expert gt double click activities1act_date gt Ok

bull Save the report

30

Designing A Crystal Report

bull In Design Tab add the summary information to Group Footer 2 that we want to show for each case

ndash Add Case Number and Open date to Group Footer 2

bull Add activities1act_date to Group Footer 2

ndash Note that because activities1act_date is sorted ascending activities1act_date in Group Footer 2 is the latest activity date

8192010

9

31

Designing A Crystal Report

bull Add total case time to Group Footer 2

bull Insert Summary

ndash Right click activities1hours field in Details Section gt Insert gt Summary

ndash Calculate this summary Sum

ndash Summary Location Group 2 cases1case_id - A

ndash Click Ok

32

Designing A Crystal Report

bull Suppress Details Section

ndash Right click Detail Section label gt Suppress (No Drill-Down)

bull Suppress Group Header 2

ndash Right click Group Header 2 Section label gt Suppress (No Drill-Down)

33

Designing A Crystal Report

bull Add Legal Problem and Client First Name to Group Footer 2

ndash Database gt Database Expert

ndash Double-click Contacts Table and Menu Legal Problem Table

ndash Click on Links tab

ndash Join with Left Outer Join cases1problem to menu_problem_20081value

8192010

10

34

Designing A Crystal Report

ndash Join with Inner Join cases1client_id to contacts1contact_id

ndash Ok out of Database Expert

bull Add contacts1first_name and menu_problem_20081label to Group Footer 2

35

Designing A Crystal Report

bull Add Time period Aged61To90 to reportndash Field Explorer gt Right Click Formula Fields gt New gt Type

Time 61 to 90 gt Okndash Type the following formula

IF activities1act_date = Aged61To90Days

THEN activities1hours ELSE 0

ndash The IF expression is one of the most useful control structures It allows you to evaluate an expression if a condition is true and evaluate a different expression otherwise

36

Designing A Crystal Report

bull Note The correct Crystal syntax for IF statements is IF ltconditiongt THEN lt expression1gt ELSE lt expression2gt where lt condition gt lt expression1gt and lt expression2gt are all single expressions

bull If you have multiple conditions convert them into a single expression by surrounding them in parentheses

8192010

11

37

Designing A Crystal Report

bull Save and Close Formula Editor

bull Click and drag Formula Time 61 to 90into Detail Section of Report

bull Insert Summary of Time 61 to 90 (sum) into Group Footer 2

bull Create two more formulas by repeating the above for the functions Aged31To60Days and Aged0To30Days add them to the report and insert summaries

38

Designing A Crystal Report

bull Suppress time period summaries when they equal zero

ndash Right Click Time in 0 to 30 formula summary in Group Footer 2 gt Format Field gt Common Tab gt Suppress checkbox conditional formula button gt Type Sum (Aged 0 to 30 cases1case_id) = 0

ndash Repeat for other two time period summaries

39

Designing A Crystal Report

Change report to display only one attorney at a time

Add Attorney Parameter to Report

bull Field Explorer gt Right Click Parameter Fields gt New

bull Name Attorney

bull List of Values Dynamic

bull Click here to add item users1user_id

bull Description users1last_name

bull Parameters Click to create parameter

8192010

12

40

Designing A Crystal Report

Add Attorney Parameter to Report (contrsquod)

bull Prompt Text Choose Attorney Name

bull Sort Order Ascending by description

bull Prompt With Description Only True

Click Ok

Drag and drop Attorney Parameter Field into Report Header Section to view the Parameter Value

41

Designing A Crystal Report

bull Add Attorney Parameter to Record Selection Formula to only include cases of the Attorney selected via the Parameter

ndash Report gt Select Expert gt Record gt Formula Editor button

ndash Type (

ndash cases1user_id = Attorney or

ndash cases1cocounsel1 = Attorney or

ndash cases1cocounsel2 = Attorney)

ndash )

42

Designing A Crystal Report

ndash Save and Close

ndash Ok and Refresh Data

bull Note that report is listing all cases where the Parameter Attorney is listed as either Primary Counsel Co-Counsel1 or Co-Counsel2

bull However the cases are still grouped by Primary Counsel so we need to change the grouping formula to group by the field containing the Parameter Attorney

8192010

13

43

Designing A Crystal Report

bull Create a Grouping Formula

ndash Field Explorer gt Right Click Formula Fields gt New gt Type Grouping Formula gt Ok

ndash Type the following formula

If IsNull(contacts1first_name) then Projects else

If cases1user_id = Attorney then Primary Counsel else

If cases1cocounsel1 = Attorney then Co-Counsel 1 else

If cases1cocounsel2 = Attorney then Co-Counsel 2

ndash Click the Close and Save button

44

Designing A Crystal Report

bull Delete Group-by cases1user_id and add Group-by Grouping Formula

ndash Report gt Group Expert

ndash Group by window remove cases1user_id field

ndash Add Grouping Formula field gt Move Grouping Formula field above cases1cases_id by using blue arrow in top right corner gt Ok button

45

Designing A Crystal Report

bull Note order of groups in report are ascending Create specific grouping order

ndash Report gt Group Expert gt double click Grouping Formula in Group by window gt change ldquoin ascending orderrdquo to ldquoin specified orderrdquo gt Drop down Named Group and choose specified group order gt Ok gt Ok

8192010

14

46

Designing A Crystal Report

bull Add Sub-Totals to groups

ndash Right click cases1number field in report gt Insert gt Summary

ndash Calculate this summary Distinct Count

ndash Summary Location Group Footer 1 cases1user_id - A

ndash Click Ok

47

Designing A Crystal Report

bull Add Hyperlink from Case Number Field to Pika Case Note Screen

ndash Right Click Case Number Field in Report gt Format Field gt Hyperlink Tab gt Hyperlink Type Click ldquoA Website on the Internetrdquo gt Hyperlink Information Website Address Delete ldquohttprdquo gt Click Formula Editor Button

ndash Type the following formula

httpspikaproseniorsorgproseniors307 +

casesphp + ToText (cases1case_id0)

ndash Click the Close and Save button

48

Designing A Crystal Report

ndash Click the Close and Save button

bull Font Tab

ndash Style Bold

ndash Color Blue

ndash Effects Check Underline box

bull Ok button

8192010

15

49

Designing A Crystal Report

bull Add Months Open to Group Footer 2

ndash Field Explorer gt Right Click Formula Fields gt New gt Type Months Open gt Ok

ndash Type the following formula

(CurrentDate - cases1open_date) (36512)

ndash Click the Close and Save button

ndash Drag and drop the Months Open Formula field into Group Footer 2

50

Designing A Crystal Report

bull Add Alternate Row Background Color

bull The easiest way to accomplish this is to create a Running Total count of Group Footer 2

ndash The first GF2 is 1 the second is 2 etc

ndash Then create a formula that makes the odd Group Footers one color and the even Group Footers another color

51

Designing A Crystal Report

bull Add Running Total

ndash Field Explorer gt Right Click Running Total Fields gt New gt

bull Running Total Name GF2 Running Total

bull Field to Summarize cases1case_id

bull Type of Summary Distinct Count

bull Ok

ndash Drag and drop GF2 Running Total field into Group Footer 2

8192010

16

52

Designing A Crystal Report

bull Add Conditional GF2 Background Color using an even-odd formula

ndash Right Click Group Footer 2 Label gt Section Expert gt Click Color Tab in right window gt Click Formula Editor button

ndash Type

If Remainder (GF2 Running Total2) = 0

then Color (255 255 155) else NoColor

ndash Click Save and Close button gt Ok

53

Designing A Crystal Report

bull The Remainder Function has the following components (numerator denominator)

bull Crystal Reports performs the division internally determines the whole number quotient and the remainder and returns only the remainder

bull In our case the remainder is zero for an even number and 5 for an odd number

54

Designing A Crystal Report

bull Add No ndashTime Warning Box to Report

ndash Field Explorer gt Right Click Formula Fields gt New gt

bull Formula Name Warning Box

Type the following

If

(Sum (Aged 0 to 30 cases1case_id) +

Sum (Time 31 to 60 cases1case_id) +

Sum (Time 61 to 90 cases1case_id))

= 0 then No Time In 90 Days

else

8192010

17

55

Designing A Crystal Report

If (Sum (Aged 0 to 30 cases1case_id) +Sum (Time 31 to 60 cases1case_id))

= 0 then No Time In 60 Dayselse

IfSum (Aged 0 to 30 cases1case_id) = 0

then No Time In 30 Dayselse

ndash Save and close

ndash Drag and drop Warning Box formula field into Group Footer 2

56

Designing A Crystal Report

bull Crystal Reports stops when it encounters a True statement so it is important to make sure the order of the expressions within the formula is correct

bull if expression 2 and 3 is a subset of expression 1 then the correct order is set subset sub-subset

Note that Formulas

are Hierarchical

57

Designing A Crystal Report

bull Format Different Formula Background Colors for Different Warning Messages

ndash Right Click Warning Box Formula Field in Report gt Format Field gt Boarder Tab gt Background gt Background Conditional Formula Button

ndash Type the following

If Warning Formula = No Time In 90 Days then crRed else

If Warning Formula = No Time In 60 Days then crBlue else

If Warning Formula = No Time In 30 Days then crSilver else

crNoColor

8192010

18

58

Designing A Crystal Report

bull Save and Close

bull Font Tab

ndash Style Bold

ndash Color White

bull Border Tab

ndash Left Right Top amp Bottom Single

bull Ok button

59

Designing A Crystal Report

bull Add Report Title

ndash Insert gt Text Object gt Click and drag Cursor cross across Report Header Section to create a text box

ndash Double click inside text box gt Type Open Case Data of

ndash Field Explorer gt Double Click Special Fields gt Drag and drop Data Date field into text box in Report Header and drop following text

60

Designing A Crystal Report

ndash Double click Text box to get to text and click Data Date field to highlight it then right click Data Date field gt Format Data Date gt Choose ldquoMonday March 1 1999rdquo gt Ok

ndash Click text box and using small blue square handles click and drag text box so that it stretches from left to right report margins and is about 5 inches in height

ndash Click on text box and use buttons on formatting menu bar to increase font to 28 point type and center the text

8192010

19

61

Designing A Crystal Report

bull Right click Report Header Section label gt Insert Section Below

bull Repeat text box creation above but leave text box content empty

bull Field Explorer gt Database Fields gt users1 table gt Drag and drop first_name and last_name fields into text box in Report Header and separate them by a space

Add Attorney Name to Report

Title

62

Designing A Crystal Report

bull Right click Group 1 Name field in Group Header 1 Section gt Format Field gt Border Tab gt Check Background checkbox gt Choose Silver from the drop-down gt Paragraph Tab gt Indentations First Line 01 gt Ok

Format Group Name Fields

63

Designing A Crystal Report

bull Add small text box to Page Header Section

bull Add text and format background color font color

bull Copy text box by right clicking text box gt copy gt right click Page Header Section Paste gt change background color gt change text

bull Repeat above for other Column Titles

Add Column

Titles

8192010

20

QUESTIONS

Thank You - Donrsquot forget to complete our survey

Contact Information

Kathleen Brockel ndash Email kathleenlsntaporg

Tom Bedall ndash Email tbedallproseniorsorg

8192010

5

19

Designing A Crystal Report

How many records now

bull Too many Includes non-attorney cases

bull Switch to Design tab

bull Drag cases1office into Detail section

bull Switch to Preview Tab

bull Note non-attorney cases in report

20

Designing A Crystal Report

Edit Record Selection Formula

bull Report gt Select Expert gt Record

bull Include only Attorney cases in report

bull Click New button gt double click cases1office

bull Choose Is Equal To from drop-down

bull Choose ATTY from drop-down

bull Click formula window at bottom of dialog box

bull Note formula Click Ok button Refresh data

21

Designing A Crystal Report

How Many Records Now

bull Now we have correct cases in report

bull Save report frequently

bull File gt Options gt Reporting Tab gt Auto Save Reports After ____ Minutes

8192010

6

22

Designing A Crystal Report

bull Group the data by user_id

ndash Report gt Group Expert gt double click cases1user_id gt Ok

bull Click Design Tab

ndash Note new sections

bull Group Header 1amp Group Footer 1

ndash Note Group Tree in Preview Panel

23

Designing A Crystal Report

bull Insert Summaries

ndash Right click cases1case_id field in report gt Insert gt Summary

ndash Calculate this summary Distinct Count

ndash Summary Location Group Footer 1 cases1user_id - A

ndash Click Ok

bull Repeat above and also check Show as a percentage of checkbox

24

Designing A Crystal Report

bull Suppress Detail Section

ndash Right click Detail Section label gt Suppress (No Drill-Down)

bull Add User Table to Report

ndash Then can add user name fields to report

8192010

7

25

Designing A Crystal Report

bull Database gt Database Expert

ndash Double-click users table

ndash Note new tab Links

ndash Note Automatic Smart-Linking links the tables

bull Toggle on or off via File gt Options gt Database Tab gt Last Checkbox Automatic Smart-Linking

26

Designing A Crystal Report

Linking Very important

bull Join direction From Table (on Left) to the To Table (on Right)

bull Inner Join Default (only include records with data from both tables) (records drop out when you add To table fields to the report)

bull Left Outer Join (includes all records in the From table whether or not that record has corresponding data in the To table)

27

Designing A Crystal Report

Linking Very important

bull Do Left Outer Join Same of records 161

bull Do Inner Join 160 records ndash drops the ldquono-atty-assignedrdquo case Why No corresponding record in the To table

bull Two aspects of report that limit Db records Record Selection Criteria (intentional) and Table Joins (unintentional)

8192010

8

28

Designing A Crystal Report

bull Adding Activity Records (Time) to the report

ndash Build report from the smallest common denominator

bull Each case has multiple time records

bull Each attorney has multiple cases

ndash Activity Table (link to) Cases Table (link to) Users Table

29

Designing A Crystal Report

bull Add activities1act_date and activities1hours to Details Section

bull Group all time records into a case

ndash Report gt Group Expert gt double click activities1act_date gt Ok

bull Save the report

30

Designing A Crystal Report

bull In Design Tab add the summary information to Group Footer 2 that we want to show for each case

ndash Add Case Number and Open date to Group Footer 2

bull Add activities1act_date to Group Footer 2

ndash Note that because activities1act_date is sorted ascending activities1act_date in Group Footer 2 is the latest activity date

8192010

9

31

Designing A Crystal Report

bull Add total case time to Group Footer 2

bull Insert Summary

ndash Right click activities1hours field in Details Section gt Insert gt Summary

ndash Calculate this summary Sum

ndash Summary Location Group 2 cases1case_id - A

ndash Click Ok

32

Designing A Crystal Report

bull Suppress Details Section

ndash Right click Detail Section label gt Suppress (No Drill-Down)

bull Suppress Group Header 2

ndash Right click Group Header 2 Section label gt Suppress (No Drill-Down)

33

Designing A Crystal Report

bull Add Legal Problem and Client First Name to Group Footer 2

ndash Database gt Database Expert

ndash Double-click Contacts Table and Menu Legal Problem Table

ndash Click on Links tab

ndash Join with Left Outer Join cases1problem to menu_problem_20081value

8192010

10

34

Designing A Crystal Report

ndash Join with Inner Join cases1client_id to contacts1contact_id

ndash Ok out of Database Expert

bull Add contacts1first_name and menu_problem_20081label to Group Footer 2

35

Designing A Crystal Report

bull Add Time period Aged61To90 to reportndash Field Explorer gt Right Click Formula Fields gt New gt Type

Time 61 to 90 gt Okndash Type the following formula

IF activities1act_date = Aged61To90Days

THEN activities1hours ELSE 0

ndash The IF expression is one of the most useful control structures It allows you to evaluate an expression if a condition is true and evaluate a different expression otherwise

36

Designing A Crystal Report

bull Note The correct Crystal syntax for IF statements is IF ltconditiongt THEN lt expression1gt ELSE lt expression2gt where lt condition gt lt expression1gt and lt expression2gt are all single expressions

bull If you have multiple conditions convert them into a single expression by surrounding them in parentheses

8192010

11

37

Designing A Crystal Report

bull Save and Close Formula Editor

bull Click and drag Formula Time 61 to 90into Detail Section of Report

bull Insert Summary of Time 61 to 90 (sum) into Group Footer 2

bull Create two more formulas by repeating the above for the functions Aged31To60Days and Aged0To30Days add them to the report and insert summaries

38

Designing A Crystal Report

bull Suppress time period summaries when they equal zero

ndash Right Click Time in 0 to 30 formula summary in Group Footer 2 gt Format Field gt Common Tab gt Suppress checkbox conditional formula button gt Type Sum (Aged 0 to 30 cases1case_id) = 0

ndash Repeat for other two time period summaries

39

Designing A Crystal Report

Change report to display only one attorney at a time

Add Attorney Parameter to Report

bull Field Explorer gt Right Click Parameter Fields gt New

bull Name Attorney

bull List of Values Dynamic

bull Click here to add item users1user_id

bull Description users1last_name

bull Parameters Click to create parameter

8192010

12

40

Designing A Crystal Report

Add Attorney Parameter to Report (contrsquod)

bull Prompt Text Choose Attorney Name

bull Sort Order Ascending by description

bull Prompt With Description Only True

Click Ok

Drag and drop Attorney Parameter Field into Report Header Section to view the Parameter Value

41

Designing A Crystal Report

bull Add Attorney Parameter to Record Selection Formula to only include cases of the Attorney selected via the Parameter

ndash Report gt Select Expert gt Record gt Formula Editor button

ndash Type (

ndash cases1user_id = Attorney or

ndash cases1cocounsel1 = Attorney or

ndash cases1cocounsel2 = Attorney)

ndash )

42

Designing A Crystal Report

ndash Save and Close

ndash Ok and Refresh Data

bull Note that report is listing all cases where the Parameter Attorney is listed as either Primary Counsel Co-Counsel1 or Co-Counsel2

bull However the cases are still grouped by Primary Counsel so we need to change the grouping formula to group by the field containing the Parameter Attorney

8192010

13

43

Designing A Crystal Report

bull Create a Grouping Formula

ndash Field Explorer gt Right Click Formula Fields gt New gt Type Grouping Formula gt Ok

ndash Type the following formula

If IsNull(contacts1first_name) then Projects else

If cases1user_id = Attorney then Primary Counsel else

If cases1cocounsel1 = Attorney then Co-Counsel 1 else

If cases1cocounsel2 = Attorney then Co-Counsel 2

ndash Click the Close and Save button

44

Designing A Crystal Report

bull Delete Group-by cases1user_id and add Group-by Grouping Formula

ndash Report gt Group Expert

ndash Group by window remove cases1user_id field

ndash Add Grouping Formula field gt Move Grouping Formula field above cases1cases_id by using blue arrow in top right corner gt Ok button

45

Designing A Crystal Report

bull Note order of groups in report are ascending Create specific grouping order

ndash Report gt Group Expert gt double click Grouping Formula in Group by window gt change ldquoin ascending orderrdquo to ldquoin specified orderrdquo gt Drop down Named Group and choose specified group order gt Ok gt Ok

8192010

14

46

Designing A Crystal Report

bull Add Sub-Totals to groups

ndash Right click cases1number field in report gt Insert gt Summary

ndash Calculate this summary Distinct Count

ndash Summary Location Group Footer 1 cases1user_id - A

ndash Click Ok

47

Designing A Crystal Report

bull Add Hyperlink from Case Number Field to Pika Case Note Screen

ndash Right Click Case Number Field in Report gt Format Field gt Hyperlink Tab gt Hyperlink Type Click ldquoA Website on the Internetrdquo gt Hyperlink Information Website Address Delete ldquohttprdquo gt Click Formula Editor Button

ndash Type the following formula

httpspikaproseniorsorgproseniors307 +

casesphp + ToText (cases1case_id0)

ndash Click the Close and Save button

48

Designing A Crystal Report

ndash Click the Close and Save button

bull Font Tab

ndash Style Bold

ndash Color Blue

ndash Effects Check Underline box

bull Ok button

8192010

15

49

Designing A Crystal Report

bull Add Months Open to Group Footer 2

ndash Field Explorer gt Right Click Formula Fields gt New gt Type Months Open gt Ok

ndash Type the following formula

(CurrentDate - cases1open_date) (36512)

ndash Click the Close and Save button

ndash Drag and drop the Months Open Formula field into Group Footer 2

50

Designing A Crystal Report

bull Add Alternate Row Background Color

bull The easiest way to accomplish this is to create a Running Total count of Group Footer 2

ndash The first GF2 is 1 the second is 2 etc

ndash Then create a formula that makes the odd Group Footers one color and the even Group Footers another color

51

Designing A Crystal Report

bull Add Running Total

ndash Field Explorer gt Right Click Running Total Fields gt New gt

bull Running Total Name GF2 Running Total

bull Field to Summarize cases1case_id

bull Type of Summary Distinct Count

bull Ok

ndash Drag and drop GF2 Running Total field into Group Footer 2

8192010

16

52

Designing A Crystal Report

bull Add Conditional GF2 Background Color using an even-odd formula

ndash Right Click Group Footer 2 Label gt Section Expert gt Click Color Tab in right window gt Click Formula Editor button

ndash Type

If Remainder (GF2 Running Total2) = 0

then Color (255 255 155) else NoColor

ndash Click Save and Close button gt Ok

53

Designing A Crystal Report

bull The Remainder Function has the following components (numerator denominator)

bull Crystal Reports performs the division internally determines the whole number quotient and the remainder and returns only the remainder

bull In our case the remainder is zero for an even number and 5 for an odd number

54

Designing A Crystal Report

bull Add No ndashTime Warning Box to Report

ndash Field Explorer gt Right Click Formula Fields gt New gt

bull Formula Name Warning Box

Type the following

If

(Sum (Aged 0 to 30 cases1case_id) +

Sum (Time 31 to 60 cases1case_id) +

Sum (Time 61 to 90 cases1case_id))

= 0 then No Time In 90 Days

else

8192010

17

55

Designing A Crystal Report

If (Sum (Aged 0 to 30 cases1case_id) +Sum (Time 31 to 60 cases1case_id))

= 0 then No Time In 60 Dayselse

IfSum (Aged 0 to 30 cases1case_id) = 0

then No Time In 30 Dayselse

ndash Save and close

ndash Drag and drop Warning Box formula field into Group Footer 2

56

Designing A Crystal Report

bull Crystal Reports stops when it encounters a True statement so it is important to make sure the order of the expressions within the formula is correct

bull if expression 2 and 3 is a subset of expression 1 then the correct order is set subset sub-subset

Note that Formulas

are Hierarchical

57

Designing A Crystal Report

bull Format Different Formula Background Colors for Different Warning Messages

ndash Right Click Warning Box Formula Field in Report gt Format Field gt Boarder Tab gt Background gt Background Conditional Formula Button

ndash Type the following

If Warning Formula = No Time In 90 Days then crRed else

If Warning Formula = No Time In 60 Days then crBlue else

If Warning Formula = No Time In 30 Days then crSilver else

crNoColor

8192010

18

58

Designing A Crystal Report

bull Save and Close

bull Font Tab

ndash Style Bold

ndash Color White

bull Border Tab

ndash Left Right Top amp Bottom Single

bull Ok button

59

Designing A Crystal Report

bull Add Report Title

ndash Insert gt Text Object gt Click and drag Cursor cross across Report Header Section to create a text box

ndash Double click inside text box gt Type Open Case Data of

ndash Field Explorer gt Double Click Special Fields gt Drag and drop Data Date field into text box in Report Header and drop following text

60

Designing A Crystal Report

ndash Double click Text box to get to text and click Data Date field to highlight it then right click Data Date field gt Format Data Date gt Choose ldquoMonday March 1 1999rdquo gt Ok

ndash Click text box and using small blue square handles click and drag text box so that it stretches from left to right report margins and is about 5 inches in height

ndash Click on text box and use buttons on formatting menu bar to increase font to 28 point type and center the text

8192010

19

61

Designing A Crystal Report

bull Right click Report Header Section label gt Insert Section Below

bull Repeat text box creation above but leave text box content empty

bull Field Explorer gt Database Fields gt users1 table gt Drag and drop first_name and last_name fields into text box in Report Header and separate them by a space

Add Attorney Name to Report

Title

62

Designing A Crystal Report

bull Right click Group 1 Name field in Group Header 1 Section gt Format Field gt Border Tab gt Check Background checkbox gt Choose Silver from the drop-down gt Paragraph Tab gt Indentations First Line 01 gt Ok

Format Group Name Fields

63

Designing A Crystal Report

bull Add small text box to Page Header Section

bull Add text and format background color font color

bull Copy text box by right clicking text box gt copy gt right click Page Header Section Paste gt change background color gt change text

bull Repeat above for other Column Titles

Add Column

Titles

8192010

20

QUESTIONS

Thank You - Donrsquot forget to complete our survey

Contact Information

Kathleen Brockel ndash Email kathleenlsntaporg

Tom Bedall ndash Email tbedallproseniorsorg

8192010

6

22

Designing A Crystal Report

bull Group the data by user_id

ndash Report gt Group Expert gt double click cases1user_id gt Ok

bull Click Design Tab

ndash Note new sections

bull Group Header 1amp Group Footer 1

ndash Note Group Tree in Preview Panel

23

Designing A Crystal Report

bull Insert Summaries

ndash Right click cases1case_id field in report gt Insert gt Summary

ndash Calculate this summary Distinct Count

ndash Summary Location Group Footer 1 cases1user_id - A

ndash Click Ok

bull Repeat above and also check Show as a percentage of checkbox

24

Designing A Crystal Report

bull Suppress Detail Section

ndash Right click Detail Section label gt Suppress (No Drill-Down)

bull Add User Table to Report

ndash Then can add user name fields to report

8192010

7

25

Designing A Crystal Report

bull Database gt Database Expert

ndash Double-click users table

ndash Note new tab Links

ndash Note Automatic Smart-Linking links the tables

bull Toggle on or off via File gt Options gt Database Tab gt Last Checkbox Automatic Smart-Linking

26

Designing A Crystal Report

Linking Very important

bull Join direction From Table (on Left) to the To Table (on Right)

bull Inner Join Default (only include records with data from both tables) (records drop out when you add To table fields to the report)

bull Left Outer Join (includes all records in the From table whether or not that record has corresponding data in the To table)

27

Designing A Crystal Report

Linking Very important

bull Do Left Outer Join Same of records 161

bull Do Inner Join 160 records ndash drops the ldquono-atty-assignedrdquo case Why No corresponding record in the To table

bull Two aspects of report that limit Db records Record Selection Criteria (intentional) and Table Joins (unintentional)

8192010

8

28

Designing A Crystal Report

bull Adding Activity Records (Time) to the report

ndash Build report from the smallest common denominator

bull Each case has multiple time records

bull Each attorney has multiple cases

ndash Activity Table (link to) Cases Table (link to) Users Table

29

Designing A Crystal Report

bull Add activities1act_date and activities1hours to Details Section

bull Group all time records into a case

ndash Report gt Group Expert gt double click activities1act_date gt Ok

bull Save the report

30

Designing A Crystal Report

bull In Design Tab add the summary information to Group Footer 2 that we want to show for each case

ndash Add Case Number and Open date to Group Footer 2

bull Add activities1act_date to Group Footer 2

ndash Note that because activities1act_date is sorted ascending activities1act_date in Group Footer 2 is the latest activity date

8192010

9

31

Designing A Crystal Report

bull Add total case time to Group Footer 2

bull Insert Summary

ndash Right click activities1hours field in Details Section gt Insert gt Summary

ndash Calculate this summary Sum

ndash Summary Location Group 2 cases1case_id - A

ndash Click Ok

32

Designing A Crystal Report

bull Suppress Details Section

ndash Right click Detail Section label gt Suppress (No Drill-Down)

bull Suppress Group Header 2

ndash Right click Group Header 2 Section label gt Suppress (No Drill-Down)

33

Designing A Crystal Report

bull Add Legal Problem and Client First Name to Group Footer 2

ndash Database gt Database Expert

ndash Double-click Contacts Table and Menu Legal Problem Table

ndash Click on Links tab

ndash Join with Left Outer Join cases1problem to menu_problem_20081value

8192010

10

34

Designing A Crystal Report

ndash Join with Inner Join cases1client_id to contacts1contact_id

ndash Ok out of Database Expert

bull Add contacts1first_name and menu_problem_20081label to Group Footer 2

35

Designing A Crystal Report

bull Add Time period Aged61To90 to reportndash Field Explorer gt Right Click Formula Fields gt New gt Type

Time 61 to 90 gt Okndash Type the following formula

IF activities1act_date = Aged61To90Days

THEN activities1hours ELSE 0

ndash The IF expression is one of the most useful control structures It allows you to evaluate an expression if a condition is true and evaluate a different expression otherwise

36

Designing A Crystal Report

bull Note The correct Crystal syntax for IF statements is IF ltconditiongt THEN lt expression1gt ELSE lt expression2gt where lt condition gt lt expression1gt and lt expression2gt are all single expressions

bull If you have multiple conditions convert them into a single expression by surrounding them in parentheses

8192010

11

37

Designing A Crystal Report

bull Save and Close Formula Editor

bull Click and drag Formula Time 61 to 90into Detail Section of Report

bull Insert Summary of Time 61 to 90 (sum) into Group Footer 2

bull Create two more formulas by repeating the above for the functions Aged31To60Days and Aged0To30Days add them to the report and insert summaries

38

Designing A Crystal Report

bull Suppress time period summaries when they equal zero

ndash Right Click Time in 0 to 30 formula summary in Group Footer 2 gt Format Field gt Common Tab gt Suppress checkbox conditional formula button gt Type Sum (Aged 0 to 30 cases1case_id) = 0

ndash Repeat for other two time period summaries

39

Designing A Crystal Report

Change report to display only one attorney at a time

Add Attorney Parameter to Report

bull Field Explorer gt Right Click Parameter Fields gt New

bull Name Attorney

bull List of Values Dynamic

bull Click here to add item users1user_id

bull Description users1last_name

bull Parameters Click to create parameter

8192010

12

40

Designing A Crystal Report

Add Attorney Parameter to Report (contrsquod)

bull Prompt Text Choose Attorney Name

bull Sort Order Ascending by description

bull Prompt With Description Only True

Click Ok

Drag and drop Attorney Parameter Field into Report Header Section to view the Parameter Value

41

Designing A Crystal Report

bull Add Attorney Parameter to Record Selection Formula to only include cases of the Attorney selected via the Parameter

ndash Report gt Select Expert gt Record gt Formula Editor button

ndash Type (

ndash cases1user_id = Attorney or

ndash cases1cocounsel1 = Attorney or

ndash cases1cocounsel2 = Attorney)

ndash )

42

Designing A Crystal Report

ndash Save and Close

ndash Ok and Refresh Data

bull Note that report is listing all cases where the Parameter Attorney is listed as either Primary Counsel Co-Counsel1 or Co-Counsel2

bull However the cases are still grouped by Primary Counsel so we need to change the grouping formula to group by the field containing the Parameter Attorney

8192010

13

43

Designing A Crystal Report

bull Create a Grouping Formula

ndash Field Explorer gt Right Click Formula Fields gt New gt Type Grouping Formula gt Ok

ndash Type the following formula

If IsNull(contacts1first_name) then Projects else

If cases1user_id = Attorney then Primary Counsel else

If cases1cocounsel1 = Attorney then Co-Counsel 1 else

If cases1cocounsel2 = Attorney then Co-Counsel 2

ndash Click the Close and Save button

44

Designing A Crystal Report

bull Delete Group-by cases1user_id and add Group-by Grouping Formula

ndash Report gt Group Expert

ndash Group by window remove cases1user_id field

ndash Add Grouping Formula field gt Move Grouping Formula field above cases1cases_id by using blue arrow in top right corner gt Ok button

45

Designing A Crystal Report

bull Note order of groups in report are ascending Create specific grouping order

ndash Report gt Group Expert gt double click Grouping Formula in Group by window gt change ldquoin ascending orderrdquo to ldquoin specified orderrdquo gt Drop down Named Group and choose specified group order gt Ok gt Ok

8192010

14

46

Designing A Crystal Report

bull Add Sub-Totals to groups

ndash Right click cases1number field in report gt Insert gt Summary

ndash Calculate this summary Distinct Count

ndash Summary Location Group Footer 1 cases1user_id - A

ndash Click Ok

47

Designing A Crystal Report

bull Add Hyperlink from Case Number Field to Pika Case Note Screen

ndash Right Click Case Number Field in Report gt Format Field gt Hyperlink Tab gt Hyperlink Type Click ldquoA Website on the Internetrdquo gt Hyperlink Information Website Address Delete ldquohttprdquo gt Click Formula Editor Button

ndash Type the following formula

httpspikaproseniorsorgproseniors307 +

casesphp + ToText (cases1case_id0)

ndash Click the Close and Save button

48

Designing A Crystal Report

ndash Click the Close and Save button

bull Font Tab

ndash Style Bold

ndash Color Blue

ndash Effects Check Underline box

bull Ok button

8192010

15

49

Designing A Crystal Report

bull Add Months Open to Group Footer 2

ndash Field Explorer gt Right Click Formula Fields gt New gt Type Months Open gt Ok

ndash Type the following formula

(CurrentDate - cases1open_date) (36512)

ndash Click the Close and Save button

ndash Drag and drop the Months Open Formula field into Group Footer 2

50

Designing A Crystal Report

bull Add Alternate Row Background Color

bull The easiest way to accomplish this is to create a Running Total count of Group Footer 2

ndash The first GF2 is 1 the second is 2 etc

ndash Then create a formula that makes the odd Group Footers one color and the even Group Footers another color

51

Designing A Crystal Report

bull Add Running Total

ndash Field Explorer gt Right Click Running Total Fields gt New gt

bull Running Total Name GF2 Running Total

bull Field to Summarize cases1case_id

bull Type of Summary Distinct Count

bull Ok

ndash Drag and drop GF2 Running Total field into Group Footer 2

8192010

16

52

Designing A Crystal Report

bull Add Conditional GF2 Background Color using an even-odd formula

ndash Right Click Group Footer 2 Label gt Section Expert gt Click Color Tab in right window gt Click Formula Editor button

ndash Type

If Remainder (GF2 Running Total2) = 0

then Color (255 255 155) else NoColor

ndash Click Save and Close button gt Ok

53

Designing A Crystal Report

bull The Remainder Function has the following components (numerator denominator)

bull Crystal Reports performs the division internally determines the whole number quotient and the remainder and returns only the remainder

bull In our case the remainder is zero for an even number and 5 for an odd number

54

Designing A Crystal Report

bull Add No ndashTime Warning Box to Report

ndash Field Explorer gt Right Click Formula Fields gt New gt

bull Formula Name Warning Box

Type the following

If

(Sum (Aged 0 to 30 cases1case_id) +

Sum (Time 31 to 60 cases1case_id) +

Sum (Time 61 to 90 cases1case_id))

= 0 then No Time In 90 Days

else

8192010

17

55

Designing A Crystal Report

If (Sum (Aged 0 to 30 cases1case_id) +Sum (Time 31 to 60 cases1case_id))

= 0 then No Time In 60 Dayselse

IfSum (Aged 0 to 30 cases1case_id) = 0

then No Time In 30 Dayselse

ndash Save and close

ndash Drag and drop Warning Box formula field into Group Footer 2

56

Designing A Crystal Report

bull Crystal Reports stops when it encounters a True statement so it is important to make sure the order of the expressions within the formula is correct

bull if expression 2 and 3 is a subset of expression 1 then the correct order is set subset sub-subset

Note that Formulas

are Hierarchical

57

Designing A Crystal Report

bull Format Different Formula Background Colors for Different Warning Messages

ndash Right Click Warning Box Formula Field in Report gt Format Field gt Boarder Tab gt Background gt Background Conditional Formula Button

ndash Type the following

If Warning Formula = No Time In 90 Days then crRed else

If Warning Formula = No Time In 60 Days then crBlue else

If Warning Formula = No Time In 30 Days then crSilver else

crNoColor

8192010

18

58

Designing A Crystal Report

bull Save and Close

bull Font Tab

ndash Style Bold

ndash Color White

bull Border Tab

ndash Left Right Top amp Bottom Single

bull Ok button

59

Designing A Crystal Report

bull Add Report Title

ndash Insert gt Text Object gt Click and drag Cursor cross across Report Header Section to create a text box

ndash Double click inside text box gt Type Open Case Data of

ndash Field Explorer gt Double Click Special Fields gt Drag and drop Data Date field into text box in Report Header and drop following text

60

Designing A Crystal Report

ndash Double click Text box to get to text and click Data Date field to highlight it then right click Data Date field gt Format Data Date gt Choose ldquoMonday March 1 1999rdquo gt Ok

ndash Click text box and using small blue square handles click and drag text box so that it stretches from left to right report margins and is about 5 inches in height

ndash Click on text box and use buttons on formatting menu bar to increase font to 28 point type and center the text

8192010

19

61

Designing A Crystal Report

bull Right click Report Header Section label gt Insert Section Below

bull Repeat text box creation above but leave text box content empty

bull Field Explorer gt Database Fields gt users1 table gt Drag and drop first_name and last_name fields into text box in Report Header and separate them by a space

Add Attorney Name to Report

Title

62

Designing A Crystal Report

bull Right click Group 1 Name field in Group Header 1 Section gt Format Field gt Border Tab gt Check Background checkbox gt Choose Silver from the drop-down gt Paragraph Tab gt Indentations First Line 01 gt Ok

Format Group Name Fields

63

Designing A Crystal Report

bull Add small text box to Page Header Section

bull Add text and format background color font color

bull Copy text box by right clicking text box gt copy gt right click Page Header Section Paste gt change background color gt change text

bull Repeat above for other Column Titles

Add Column

Titles

8192010

20

QUESTIONS

Thank You - Donrsquot forget to complete our survey

Contact Information

Kathleen Brockel ndash Email kathleenlsntaporg

Tom Bedall ndash Email tbedallproseniorsorg

8192010

7

25

Designing A Crystal Report

bull Database gt Database Expert

ndash Double-click users table

ndash Note new tab Links

ndash Note Automatic Smart-Linking links the tables

bull Toggle on or off via File gt Options gt Database Tab gt Last Checkbox Automatic Smart-Linking

26

Designing A Crystal Report

Linking Very important

bull Join direction From Table (on Left) to the To Table (on Right)

bull Inner Join Default (only include records with data from both tables) (records drop out when you add To table fields to the report)

bull Left Outer Join (includes all records in the From table whether or not that record has corresponding data in the To table)

27

Designing A Crystal Report

Linking Very important

bull Do Left Outer Join Same of records 161

bull Do Inner Join 160 records ndash drops the ldquono-atty-assignedrdquo case Why No corresponding record in the To table

bull Two aspects of report that limit Db records Record Selection Criteria (intentional) and Table Joins (unintentional)

8192010

8

28

Designing A Crystal Report

bull Adding Activity Records (Time) to the report

ndash Build report from the smallest common denominator

bull Each case has multiple time records

bull Each attorney has multiple cases

ndash Activity Table (link to) Cases Table (link to) Users Table

29

Designing A Crystal Report

bull Add activities1act_date and activities1hours to Details Section

bull Group all time records into a case

ndash Report gt Group Expert gt double click activities1act_date gt Ok

bull Save the report

30

Designing A Crystal Report

bull In Design Tab add the summary information to Group Footer 2 that we want to show for each case

ndash Add Case Number and Open date to Group Footer 2

bull Add activities1act_date to Group Footer 2

ndash Note that because activities1act_date is sorted ascending activities1act_date in Group Footer 2 is the latest activity date

8192010

9

31

Designing A Crystal Report

bull Add total case time to Group Footer 2

bull Insert Summary

ndash Right click activities1hours field in Details Section gt Insert gt Summary

ndash Calculate this summary Sum

ndash Summary Location Group 2 cases1case_id - A

ndash Click Ok

32

Designing A Crystal Report

bull Suppress Details Section

ndash Right click Detail Section label gt Suppress (No Drill-Down)

bull Suppress Group Header 2

ndash Right click Group Header 2 Section label gt Suppress (No Drill-Down)

33

Designing A Crystal Report

bull Add Legal Problem and Client First Name to Group Footer 2

ndash Database gt Database Expert

ndash Double-click Contacts Table and Menu Legal Problem Table

ndash Click on Links tab

ndash Join with Left Outer Join cases1problem to menu_problem_20081value

8192010

10

34

Designing A Crystal Report

ndash Join with Inner Join cases1client_id to contacts1contact_id

ndash Ok out of Database Expert

bull Add contacts1first_name and menu_problem_20081label to Group Footer 2

35

Designing A Crystal Report

bull Add Time period Aged61To90 to reportndash Field Explorer gt Right Click Formula Fields gt New gt Type

Time 61 to 90 gt Okndash Type the following formula

IF activities1act_date = Aged61To90Days

THEN activities1hours ELSE 0

ndash The IF expression is one of the most useful control structures It allows you to evaluate an expression if a condition is true and evaluate a different expression otherwise

36

Designing A Crystal Report

bull Note The correct Crystal syntax for IF statements is IF ltconditiongt THEN lt expression1gt ELSE lt expression2gt where lt condition gt lt expression1gt and lt expression2gt are all single expressions

bull If you have multiple conditions convert them into a single expression by surrounding them in parentheses

8192010

11

37

Designing A Crystal Report

bull Save and Close Formula Editor

bull Click and drag Formula Time 61 to 90into Detail Section of Report

bull Insert Summary of Time 61 to 90 (sum) into Group Footer 2

bull Create two more formulas by repeating the above for the functions Aged31To60Days and Aged0To30Days add them to the report and insert summaries

38

Designing A Crystal Report

bull Suppress time period summaries when they equal zero

ndash Right Click Time in 0 to 30 formula summary in Group Footer 2 gt Format Field gt Common Tab gt Suppress checkbox conditional formula button gt Type Sum (Aged 0 to 30 cases1case_id) = 0

ndash Repeat for other two time period summaries

39

Designing A Crystal Report

Change report to display only one attorney at a time

Add Attorney Parameter to Report

bull Field Explorer gt Right Click Parameter Fields gt New

bull Name Attorney

bull List of Values Dynamic

bull Click here to add item users1user_id

bull Description users1last_name

bull Parameters Click to create parameter

8192010

12

40

Designing A Crystal Report

Add Attorney Parameter to Report (contrsquod)

bull Prompt Text Choose Attorney Name

bull Sort Order Ascending by description

bull Prompt With Description Only True

Click Ok

Drag and drop Attorney Parameter Field into Report Header Section to view the Parameter Value

41

Designing A Crystal Report

bull Add Attorney Parameter to Record Selection Formula to only include cases of the Attorney selected via the Parameter

ndash Report gt Select Expert gt Record gt Formula Editor button

ndash Type (

ndash cases1user_id = Attorney or

ndash cases1cocounsel1 = Attorney or

ndash cases1cocounsel2 = Attorney)

ndash )

42

Designing A Crystal Report

ndash Save and Close

ndash Ok and Refresh Data

bull Note that report is listing all cases where the Parameter Attorney is listed as either Primary Counsel Co-Counsel1 or Co-Counsel2

bull However the cases are still grouped by Primary Counsel so we need to change the grouping formula to group by the field containing the Parameter Attorney

8192010

13

43

Designing A Crystal Report

bull Create a Grouping Formula

ndash Field Explorer gt Right Click Formula Fields gt New gt Type Grouping Formula gt Ok

ndash Type the following formula

If IsNull(contacts1first_name) then Projects else

If cases1user_id = Attorney then Primary Counsel else

If cases1cocounsel1 = Attorney then Co-Counsel 1 else

If cases1cocounsel2 = Attorney then Co-Counsel 2

ndash Click the Close and Save button

44

Designing A Crystal Report

bull Delete Group-by cases1user_id and add Group-by Grouping Formula

ndash Report gt Group Expert

ndash Group by window remove cases1user_id field

ndash Add Grouping Formula field gt Move Grouping Formula field above cases1cases_id by using blue arrow in top right corner gt Ok button

45

Designing A Crystal Report

bull Note order of groups in report are ascending Create specific grouping order

ndash Report gt Group Expert gt double click Grouping Formula in Group by window gt change ldquoin ascending orderrdquo to ldquoin specified orderrdquo gt Drop down Named Group and choose specified group order gt Ok gt Ok

8192010

14

46

Designing A Crystal Report

bull Add Sub-Totals to groups

ndash Right click cases1number field in report gt Insert gt Summary

ndash Calculate this summary Distinct Count

ndash Summary Location Group Footer 1 cases1user_id - A

ndash Click Ok

47

Designing A Crystal Report

bull Add Hyperlink from Case Number Field to Pika Case Note Screen

ndash Right Click Case Number Field in Report gt Format Field gt Hyperlink Tab gt Hyperlink Type Click ldquoA Website on the Internetrdquo gt Hyperlink Information Website Address Delete ldquohttprdquo gt Click Formula Editor Button

ndash Type the following formula

httpspikaproseniorsorgproseniors307 +

casesphp + ToText (cases1case_id0)

ndash Click the Close and Save button

48

Designing A Crystal Report

ndash Click the Close and Save button

bull Font Tab

ndash Style Bold

ndash Color Blue

ndash Effects Check Underline box

bull Ok button

8192010

15

49

Designing A Crystal Report

bull Add Months Open to Group Footer 2

ndash Field Explorer gt Right Click Formula Fields gt New gt Type Months Open gt Ok

ndash Type the following formula

(CurrentDate - cases1open_date) (36512)

ndash Click the Close and Save button

ndash Drag and drop the Months Open Formula field into Group Footer 2

50

Designing A Crystal Report

bull Add Alternate Row Background Color

bull The easiest way to accomplish this is to create a Running Total count of Group Footer 2

ndash The first GF2 is 1 the second is 2 etc

ndash Then create a formula that makes the odd Group Footers one color and the even Group Footers another color

51

Designing A Crystal Report

bull Add Running Total

ndash Field Explorer gt Right Click Running Total Fields gt New gt

bull Running Total Name GF2 Running Total

bull Field to Summarize cases1case_id

bull Type of Summary Distinct Count

bull Ok

ndash Drag and drop GF2 Running Total field into Group Footer 2

8192010

16

52

Designing A Crystal Report

bull Add Conditional GF2 Background Color using an even-odd formula

ndash Right Click Group Footer 2 Label gt Section Expert gt Click Color Tab in right window gt Click Formula Editor button

ndash Type

If Remainder (GF2 Running Total2) = 0

then Color (255 255 155) else NoColor

ndash Click Save and Close button gt Ok

53

Designing A Crystal Report

bull The Remainder Function has the following components (numerator denominator)

bull Crystal Reports performs the division internally determines the whole number quotient and the remainder and returns only the remainder

bull In our case the remainder is zero for an even number and 5 for an odd number

54

Designing A Crystal Report

bull Add No ndashTime Warning Box to Report

ndash Field Explorer gt Right Click Formula Fields gt New gt

bull Formula Name Warning Box

Type the following

If

(Sum (Aged 0 to 30 cases1case_id) +

Sum (Time 31 to 60 cases1case_id) +

Sum (Time 61 to 90 cases1case_id))

= 0 then No Time In 90 Days

else

8192010

17

55

Designing A Crystal Report

If (Sum (Aged 0 to 30 cases1case_id) +Sum (Time 31 to 60 cases1case_id))

= 0 then No Time In 60 Dayselse

IfSum (Aged 0 to 30 cases1case_id) = 0

then No Time In 30 Dayselse

ndash Save and close

ndash Drag and drop Warning Box formula field into Group Footer 2

56

Designing A Crystal Report

bull Crystal Reports stops when it encounters a True statement so it is important to make sure the order of the expressions within the formula is correct

bull if expression 2 and 3 is a subset of expression 1 then the correct order is set subset sub-subset

Note that Formulas

are Hierarchical

57

Designing A Crystal Report

bull Format Different Formula Background Colors for Different Warning Messages

ndash Right Click Warning Box Formula Field in Report gt Format Field gt Boarder Tab gt Background gt Background Conditional Formula Button

ndash Type the following

If Warning Formula = No Time In 90 Days then crRed else

If Warning Formula = No Time In 60 Days then crBlue else

If Warning Formula = No Time In 30 Days then crSilver else

crNoColor

8192010

18

58

Designing A Crystal Report

bull Save and Close

bull Font Tab

ndash Style Bold

ndash Color White

bull Border Tab

ndash Left Right Top amp Bottom Single

bull Ok button

59

Designing A Crystal Report

bull Add Report Title

ndash Insert gt Text Object gt Click and drag Cursor cross across Report Header Section to create a text box

ndash Double click inside text box gt Type Open Case Data of

ndash Field Explorer gt Double Click Special Fields gt Drag and drop Data Date field into text box in Report Header and drop following text

60

Designing A Crystal Report

ndash Double click Text box to get to text and click Data Date field to highlight it then right click Data Date field gt Format Data Date gt Choose ldquoMonday March 1 1999rdquo gt Ok

ndash Click text box and using small blue square handles click and drag text box so that it stretches from left to right report margins and is about 5 inches in height

ndash Click on text box and use buttons on formatting menu bar to increase font to 28 point type and center the text

8192010

19

61

Designing A Crystal Report

bull Right click Report Header Section label gt Insert Section Below

bull Repeat text box creation above but leave text box content empty

bull Field Explorer gt Database Fields gt users1 table gt Drag and drop first_name and last_name fields into text box in Report Header and separate them by a space

Add Attorney Name to Report

Title

62

Designing A Crystal Report

bull Right click Group 1 Name field in Group Header 1 Section gt Format Field gt Border Tab gt Check Background checkbox gt Choose Silver from the drop-down gt Paragraph Tab gt Indentations First Line 01 gt Ok

Format Group Name Fields

63

Designing A Crystal Report

bull Add small text box to Page Header Section

bull Add text and format background color font color

bull Copy text box by right clicking text box gt copy gt right click Page Header Section Paste gt change background color gt change text

bull Repeat above for other Column Titles

Add Column

Titles

8192010

20

QUESTIONS

Thank You - Donrsquot forget to complete our survey

Contact Information

Kathleen Brockel ndash Email kathleenlsntaporg

Tom Bedall ndash Email tbedallproseniorsorg

8192010

8

28

Designing A Crystal Report

bull Adding Activity Records (Time) to the report

ndash Build report from the smallest common denominator

bull Each case has multiple time records

bull Each attorney has multiple cases

ndash Activity Table (link to) Cases Table (link to) Users Table

29

Designing A Crystal Report

bull Add activities1act_date and activities1hours to Details Section

bull Group all time records into a case

ndash Report gt Group Expert gt double click activities1act_date gt Ok

bull Save the report

30

Designing A Crystal Report

bull In Design Tab add the summary information to Group Footer 2 that we want to show for each case

ndash Add Case Number and Open date to Group Footer 2

bull Add activities1act_date to Group Footer 2

ndash Note that because activities1act_date is sorted ascending activities1act_date in Group Footer 2 is the latest activity date

8192010

9

31

Designing A Crystal Report

bull Add total case time to Group Footer 2

bull Insert Summary

ndash Right click activities1hours field in Details Section gt Insert gt Summary

ndash Calculate this summary Sum

ndash Summary Location Group 2 cases1case_id - A

ndash Click Ok

32

Designing A Crystal Report

bull Suppress Details Section

ndash Right click Detail Section label gt Suppress (No Drill-Down)

bull Suppress Group Header 2

ndash Right click Group Header 2 Section label gt Suppress (No Drill-Down)

33

Designing A Crystal Report

bull Add Legal Problem and Client First Name to Group Footer 2

ndash Database gt Database Expert

ndash Double-click Contacts Table and Menu Legal Problem Table

ndash Click on Links tab

ndash Join with Left Outer Join cases1problem to menu_problem_20081value

8192010

10

34

Designing A Crystal Report

ndash Join with Inner Join cases1client_id to contacts1contact_id

ndash Ok out of Database Expert

bull Add contacts1first_name and menu_problem_20081label to Group Footer 2

35

Designing A Crystal Report

bull Add Time period Aged61To90 to reportndash Field Explorer gt Right Click Formula Fields gt New gt Type

Time 61 to 90 gt Okndash Type the following formula

IF activities1act_date = Aged61To90Days

THEN activities1hours ELSE 0

ndash The IF expression is one of the most useful control structures It allows you to evaluate an expression if a condition is true and evaluate a different expression otherwise

36

Designing A Crystal Report

bull Note The correct Crystal syntax for IF statements is IF ltconditiongt THEN lt expression1gt ELSE lt expression2gt where lt condition gt lt expression1gt and lt expression2gt are all single expressions

bull If you have multiple conditions convert them into a single expression by surrounding them in parentheses

8192010

11

37

Designing A Crystal Report

bull Save and Close Formula Editor

bull Click and drag Formula Time 61 to 90into Detail Section of Report

bull Insert Summary of Time 61 to 90 (sum) into Group Footer 2

bull Create two more formulas by repeating the above for the functions Aged31To60Days and Aged0To30Days add them to the report and insert summaries

38

Designing A Crystal Report

bull Suppress time period summaries when they equal zero

ndash Right Click Time in 0 to 30 formula summary in Group Footer 2 gt Format Field gt Common Tab gt Suppress checkbox conditional formula button gt Type Sum (Aged 0 to 30 cases1case_id) = 0

ndash Repeat for other two time period summaries

39

Designing A Crystal Report

Change report to display only one attorney at a time

Add Attorney Parameter to Report

bull Field Explorer gt Right Click Parameter Fields gt New

bull Name Attorney

bull List of Values Dynamic

bull Click here to add item users1user_id

bull Description users1last_name

bull Parameters Click to create parameter

8192010

12

40

Designing A Crystal Report

Add Attorney Parameter to Report (contrsquod)

bull Prompt Text Choose Attorney Name

bull Sort Order Ascending by description

bull Prompt With Description Only True

Click Ok

Drag and drop Attorney Parameter Field into Report Header Section to view the Parameter Value

41

Designing A Crystal Report

bull Add Attorney Parameter to Record Selection Formula to only include cases of the Attorney selected via the Parameter

ndash Report gt Select Expert gt Record gt Formula Editor button

ndash Type (

ndash cases1user_id = Attorney or

ndash cases1cocounsel1 = Attorney or

ndash cases1cocounsel2 = Attorney)

ndash )

42

Designing A Crystal Report

ndash Save and Close

ndash Ok and Refresh Data

bull Note that report is listing all cases where the Parameter Attorney is listed as either Primary Counsel Co-Counsel1 or Co-Counsel2

bull However the cases are still grouped by Primary Counsel so we need to change the grouping formula to group by the field containing the Parameter Attorney

8192010

13

43

Designing A Crystal Report

bull Create a Grouping Formula

ndash Field Explorer gt Right Click Formula Fields gt New gt Type Grouping Formula gt Ok

ndash Type the following formula

If IsNull(contacts1first_name) then Projects else

If cases1user_id = Attorney then Primary Counsel else

If cases1cocounsel1 = Attorney then Co-Counsel 1 else

If cases1cocounsel2 = Attorney then Co-Counsel 2

ndash Click the Close and Save button

44

Designing A Crystal Report

bull Delete Group-by cases1user_id and add Group-by Grouping Formula

ndash Report gt Group Expert

ndash Group by window remove cases1user_id field

ndash Add Grouping Formula field gt Move Grouping Formula field above cases1cases_id by using blue arrow in top right corner gt Ok button

45

Designing A Crystal Report

bull Note order of groups in report are ascending Create specific grouping order

ndash Report gt Group Expert gt double click Grouping Formula in Group by window gt change ldquoin ascending orderrdquo to ldquoin specified orderrdquo gt Drop down Named Group and choose specified group order gt Ok gt Ok

8192010

14

46

Designing A Crystal Report

bull Add Sub-Totals to groups

ndash Right click cases1number field in report gt Insert gt Summary

ndash Calculate this summary Distinct Count

ndash Summary Location Group Footer 1 cases1user_id - A

ndash Click Ok

47

Designing A Crystal Report

bull Add Hyperlink from Case Number Field to Pika Case Note Screen

ndash Right Click Case Number Field in Report gt Format Field gt Hyperlink Tab gt Hyperlink Type Click ldquoA Website on the Internetrdquo gt Hyperlink Information Website Address Delete ldquohttprdquo gt Click Formula Editor Button

ndash Type the following formula

httpspikaproseniorsorgproseniors307 +

casesphp + ToText (cases1case_id0)

ndash Click the Close and Save button

48

Designing A Crystal Report

ndash Click the Close and Save button

bull Font Tab

ndash Style Bold

ndash Color Blue

ndash Effects Check Underline box

bull Ok button

8192010

15

49

Designing A Crystal Report

bull Add Months Open to Group Footer 2

ndash Field Explorer gt Right Click Formula Fields gt New gt Type Months Open gt Ok

ndash Type the following formula

(CurrentDate - cases1open_date) (36512)

ndash Click the Close and Save button

ndash Drag and drop the Months Open Formula field into Group Footer 2

50

Designing A Crystal Report

bull Add Alternate Row Background Color

bull The easiest way to accomplish this is to create a Running Total count of Group Footer 2

ndash The first GF2 is 1 the second is 2 etc

ndash Then create a formula that makes the odd Group Footers one color and the even Group Footers another color

51

Designing A Crystal Report

bull Add Running Total

ndash Field Explorer gt Right Click Running Total Fields gt New gt

bull Running Total Name GF2 Running Total

bull Field to Summarize cases1case_id

bull Type of Summary Distinct Count

bull Ok

ndash Drag and drop GF2 Running Total field into Group Footer 2

8192010

16

52

Designing A Crystal Report

bull Add Conditional GF2 Background Color using an even-odd formula

ndash Right Click Group Footer 2 Label gt Section Expert gt Click Color Tab in right window gt Click Formula Editor button

ndash Type

If Remainder (GF2 Running Total2) = 0

then Color (255 255 155) else NoColor

ndash Click Save and Close button gt Ok

53

Designing A Crystal Report

bull The Remainder Function has the following components (numerator denominator)

bull Crystal Reports performs the division internally determines the whole number quotient and the remainder and returns only the remainder

bull In our case the remainder is zero for an even number and 5 for an odd number

54

Designing A Crystal Report

bull Add No ndashTime Warning Box to Report

ndash Field Explorer gt Right Click Formula Fields gt New gt

bull Formula Name Warning Box

Type the following

If

(Sum (Aged 0 to 30 cases1case_id) +

Sum (Time 31 to 60 cases1case_id) +

Sum (Time 61 to 90 cases1case_id))

= 0 then No Time In 90 Days

else

8192010

17

55

Designing A Crystal Report

If (Sum (Aged 0 to 30 cases1case_id) +Sum (Time 31 to 60 cases1case_id))

= 0 then No Time In 60 Dayselse

IfSum (Aged 0 to 30 cases1case_id) = 0

then No Time In 30 Dayselse

ndash Save and close

ndash Drag and drop Warning Box formula field into Group Footer 2

56

Designing A Crystal Report

bull Crystal Reports stops when it encounters a True statement so it is important to make sure the order of the expressions within the formula is correct

bull if expression 2 and 3 is a subset of expression 1 then the correct order is set subset sub-subset

Note that Formulas

are Hierarchical

57

Designing A Crystal Report

bull Format Different Formula Background Colors for Different Warning Messages

ndash Right Click Warning Box Formula Field in Report gt Format Field gt Boarder Tab gt Background gt Background Conditional Formula Button

ndash Type the following

If Warning Formula = No Time In 90 Days then crRed else

If Warning Formula = No Time In 60 Days then crBlue else

If Warning Formula = No Time In 30 Days then crSilver else

crNoColor

8192010

18

58

Designing A Crystal Report

bull Save and Close

bull Font Tab

ndash Style Bold

ndash Color White

bull Border Tab

ndash Left Right Top amp Bottom Single

bull Ok button

59

Designing A Crystal Report

bull Add Report Title

ndash Insert gt Text Object gt Click and drag Cursor cross across Report Header Section to create a text box

ndash Double click inside text box gt Type Open Case Data of

ndash Field Explorer gt Double Click Special Fields gt Drag and drop Data Date field into text box in Report Header and drop following text

60

Designing A Crystal Report

ndash Double click Text box to get to text and click Data Date field to highlight it then right click Data Date field gt Format Data Date gt Choose ldquoMonday March 1 1999rdquo gt Ok

ndash Click text box and using small blue square handles click and drag text box so that it stretches from left to right report margins and is about 5 inches in height

ndash Click on text box and use buttons on formatting menu bar to increase font to 28 point type and center the text

8192010

19

61

Designing A Crystal Report

bull Right click Report Header Section label gt Insert Section Below

bull Repeat text box creation above but leave text box content empty

bull Field Explorer gt Database Fields gt users1 table gt Drag and drop first_name and last_name fields into text box in Report Header and separate them by a space

Add Attorney Name to Report

Title

62

Designing A Crystal Report

bull Right click Group 1 Name field in Group Header 1 Section gt Format Field gt Border Tab gt Check Background checkbox gt Choose Silver from the drop-down gt Paragraph Tab gt Indentations First Line 01 gt Ok

Format Group Name Fields

63

Designing A Crystal Report

bull Add small text box to Page Header Section

bull Add text and format background color font color

bull Copy text box by right clicking text box gt copy gt right click Page Header Section Paste gt change background color gt change text

bull Repeat above for other Column Titles

Add Column

Titles

8192010

20

QUESTIONS

Thank You - Donrsquot forget to complete our survey

Contact Information

Kathleen Brockel ndash Email kathleenlsntaporg

Tom Bedall ndash Email tbedallproseniorsorg

8192010

9

31

Designing A Crystal Report

bull Add total case time to Group Footer 2

bull Insert Summary

ndash Right click activities1hours field in Details Section gt Insert gt Summary

ndash Calculate this summary Sum

ndash Summary Location Group 2 cases1case_id - A

ndash Click Ok

32

Designing A Crystal Report

bull Suppress Details Section

ndash Right click Detail Section label gt Suppress (No Drill-Down)

bull Suppress Group Header 2

ndash Right click Group Header 2 Section label gt Suppress (No Drill-Down)

33

Designing A Crystal Report

bull Add Legal Problem and Client First Name to Group Footer 2

ndash Database gt Database Expert

ndash Double-click Contacts Table and Menu Legal Problem Table

ndash Click on Links tab

ndash Join with Left Outer Join cases1problem to menu_problem_20081value

8192010

10

34

Designing A Crystal Report

ndash Join with Inner Join cases1client_id to contacts1contact_id

ndash Ok out of Database Expert

bull Add contacts1first_name and menu_problem_20081label to Group Footer 2

35

Designing A Crystal Report

bull Add Time period Aged61To90 to reportndash Field Explorer gt Right Click Formula Fields gt New gt Type

Time 61 to 90 gt Okndash Type the following formula

IF activities1act_date = Aged61To90Days

THEN activities1hours ELSE 0

ndash The IF expression is one of the most useful control structures It allows you to evaluate an expression if a condition is true and evaluate a different expression otherwise

36

Designing A Crystal Report

bull Note The correct Crystal syntax for IF statements is IF ltconditiongt THEN lt expression1gt ELSE lt expression2gt where lt condition gt lt expression1gt and lt expression2gt are all single expressions

bull If you have multiple conditions convert them into a single expression by surrounding them in parentheses

8192010

11

37

Designing A Crystal Report

bull Save and Close Formula Editor

bull Click and drag Formula Time 61 to 90into Detail Section of Report

bull Insert Summary of Time 61 to 90 (sum) into Group Footer 2

bull Create two more formulas by repeating the above for the functions Aged31To60Days and Aged0To30Days add them to the report and insert summaries

38

Designing A Crystal Report

bull Suppress time period summaries when they equal zero

ndash Right Click Time in 0 to 30 formula summary in Group Footer 2 gt Format Field gt Common Tab gt Suppress checkbox conditional formula button gt Type Sum (Aged 0 to 30 cases1case_id) = 0

ndash Repeat for other two time period summaries

39

Designing A Crystal Report

Change report to display only one attorney at a time

Add Attorney Parameter to Report

bull Field Explorer gt Right Click Parameter Fields gt New

bull Name Attorney

bull List of Values Dynamic

bull Click here to add item users1user_id

bull Description users1last_name

bull Parameters Click to create parameter

8192010

12

40

Designing A Crystal Report

Add Attorney Parameter to Report (contrsquod)

bull Prompt Text Choose Attorney Name

bull Sort Order Ascending by description

bull Prompt With Description Only True

Click Ok

Drag and drop Attorney Parameter Field into Report Header Section to view the Parameter Value

41

Designing A Crystal Report

bull Add Attorney Parameter to Record Selection Formula to only include cases of the Attorney selected via the Parameter

ndash Report gt Select Expert gt Record gt Formula Editor button

ndash Type (

ndash cases1user_id = Attorney or

ndash cases1cocounsel1 = Attorney or

ndash cases1cocounsel2 = Attorney)

ndash )

42

Designing A Crystal Report

ndash Save and Close

ndash Ok and Refresh Data

bull Note that report is listing all cases where the Parameter Attorney is listed as either Primary Counsel Co-Counsel1 or Co-Counsel2

bull However the cases are still grouped by Primary Counsel so we need to change the grouping formula to group by the field containing the Parameter Attorney

8192010

13

43

Designing A Crystal Report

bull Create a Grouping Formula

ndash Field Explorer gt Right Click Formula Fields gt New gt Type Grouping Formula gt Ok

ndash Type the following formula

If IsNull(contacts1first_name) then Projects else

If cases1user_id = Attorney then Primary Counsel else

If cases1cocounsel1 = Attorney then Co-Counsel 1 else

If cases1cocounsel2 = Attorney then Co-Counsel 2

ndash Click the Close and Save button

44

Designing A Crystal Report

bull Delete Group-by cases1user_id and add Group-by Grouping Formula

ndash Report gt Group Expert

ndash Group by window remove cases1user_id field

ndash Add Grouping Formula field gt Move Grouping Formula field above cases1cases_id by using blue arrow in top right corner gt Ok button

45

Designing A Crystal Report

bull Note order of groups in report are ascending Create specific grouping order

ndash Report gt Group Expert gt double click Grouping Formula in Group by window gt change ldquoin ascending orderrdquo to ldquoin specified orderrdquo gt Drop down Named Group and choose specified group order gt Ok gt Ok

8192010

14

46

Designing A Crystal Report

bull Add Sub-Totals to groups

ndash Right click cases1number field in report gt Insert gt Summary

ndash Calculate this summary Distinct Count

ndash Summary Location Group Footer 1 cases1user_id - A

ndash Click Ok

47

Designing A Crystal Report

bull Add Hyperlink from Case Number Field to Pika Case Note Screen

ndash Right Click Case Number Field in Report gt Format Field gt Hyperlink Tab gt Hyperlink Type Click ldquoA Website on the Internetrdquo gt Hyperlink Information Website Address Delete ldquohttprdquo gt Click Formula Editor Button

ndash Type the following formula

httpspikaproseniorsorgproseniors307 +

casesphp + ToText (cases1case_id0)

ndash Click the Close and Save button

48

Designing A Crystal Report

ndash Click the Close and Save button

bull Font Tab

ndash Style Bold

ndash Color Blue

ndash Effects Check Underline box

bull Ok button

8192010

15

49

Designing A Crystal Report

bull Add Months Open to Group Footer 2

ndash Field Explorer gt Right Click Formula Fields gt New gt Type Months Open gt Ok

ndash Type the following formula

(CurrentDate - cases1open_date) (36512)

ndash Click the Close and Save button

ndash Drag and drop the Months Open Formula field into Group Footer 2

50

Designing A Crystal Report

bull Add Alternate Row Background Color

bull The easiest way to accomplish this is to create a Running Total count of Group Footer 2

ndash The first GF2 is 1 the second is 2 etc

ndash Then create a formula that makes the odd Group Footers one color and the even Group Footers another color

51

Designing A Crystal Report

bull Add Running Total

ndash Field Explorer gt Right Click Running Total Fields gt New gt

bull Running Total Name GF2 Running Total

bull Field to Summarize cases1case_id

bull Type of Summary Distinct Count

bull Ok

ndash Drag and drop GF2 Running Total field into Group Footer 2

8192010

16

52

Designing A Crystal Report

bull Add Conditional GF2 Background Color using an even-odd formula

ndash Right Click Group Footer 2 Label gt Section Expert gt Click Color Tab in right window gt Click Formula Editor button

ndash Type

If Remainder (GF2 Running Total2) = 0

then Color (255 255 155) else NoColor

ndash Click Save and Close button gt Ok

53

Designing A Crystal Report

bull The Remainder Function has the following components (numerator denominator)

bull Crystal Reports performs the division internally determines the whole number quotient and the remainder and returns only the remainder

bull In our case the remainder is zero for an even number and 5 for an odd number

54

Designing A Crystal Report

bull Add No ndashTime Warning Box to Report

ndash Field Explorer gt Right Click Formula Fields gt New gt

bull Formula Name Warning Box

Type the following

If

(Sum (Aged 0 to 30 cases1case_id) +

Sum (Time 31 to 60 cases1case_id) +

Sum (Time 61 to 90 cases1case_id))

= 0 then No Time In 90 Days

else

8192010

17

55

Designing A Crystal Report

If (Sum (Aged 0 to 30 cases1case_id) +Sum (Time 31 to 60 cases1case_id))

= 0 then No Time In 60 Dayselse

IfSum (Aged 0 to 30 cases1case_id) = 0

then No Time In 30 Dayselse

ndash Save and close

ndash Drag and drop Warning Box formula field into Group Footer 2

56

Designing A Crystal Report

bull Crystal Reports stops when it encounters a True statement so it is important to make sure the order of the expressions within the formula is correct

bull if expression 2 and 3 is a subset of expression 1 then the correct order is set subset sub-subset

Note that Formulas

are Hierarchical

57

Designing A Crystal Report

bull Format Different Formula Background Colors for Different Warning Messages

ndash Right Click Warning Box Formula Field in Report gt Format Field gt Boarder Tab gt Background gt Background Conditional Formula Button

ndash Type the following

If Warning Formula = No Time In 90 Days then crRed else

If Warning Formula = No Time In 60 Days then crBlue else

If Warning Formula = No Time In 30 Days then crSilver else

crNoColor

8192010

18

58

Designing A Crystal Report

bull Save and Close

bull Font Tab

ndash Style Bold

ndash Color White

bull Border Tab

ndash Left Right Top amp Bottom Single

bull Ok button

59

Designing A Crystal Report

bull Add Report Title

ndash Insert gt Text Object gt Click and drag Cursor cross across Report Header Section to create a text box

ndash Double click inside text box gt Type Open Case Data of

ndash Field Explorer gt Double Click Special Fields gt Drag and drop Data Date field into text box in Report Header and drop following text

60

Designing A Crystal Report

ndash Double click Text box to get to text and click Data Date field to highlight it then right click Data Date field gt Format Data Date gt Choose ldquoMonday March 1 1999rdquo gt Ok

ndash Click text box and using small blue square handles click and drag text box so that it stretches from left to right report margins and is about 5 inches in height

ndash Click on text box and use buttons on formatting menu bar to increase font to 28 point type and center the text

8192010

19

61

Designing A Crystal Report

bull Right click Report Header Section label gt Insert Section Below

bull Repeat text box creation above but leave text box content empty

bull Field Explorer gt Database Fields gt users1 table gt Drag and drop first_name and last_name fields into text box in Report Header and separate them by a space

Add Attorney Name to Report

Title

62

Designing A Crystal Report

bull Right click Group 1 Name field in Group Header 1 Section gt Format Field gt Border Tab gt Check Background checkbox gt Choose Silver from the drop-down gt Paragraph Tab gt Indentations First Line 01 gt Ok

Format Group Name Fields

63

Designing A Crystal Report

bull Add small text box to Page Header Section

bull Add text and format background color font color

bull Copy text box by right clicking text box gt copy gt right click Page Header Section Paste gt change background color gt change text

bull Repeat above for other Column Titles

Add Column

Titles

8192010

20

QUESTIONS

Thank You - Donrsquot forget to complete our survey

Contact Information

Kathleen Brockel ndash Email kathleenlsntaporg

Tom Bedall ndash Email tbedallproseniorsorg

8192010

10

34

Designing A Crystal Report

ndash Join with Inner Join cases1client_id to contacts1contact_id

ndash Ok out of Database Expert

bull Add contacts1first_name and menu_problem_20081label to Group Footer 2

35

Designing A Crystal Report

bull Add Time period Aged61To90 to reportndash Field Explorer gt Right Click Formula Fields gt New gt Type

Time 61 to 90 gt Okndash Type the following formula

IF activities1act_date = Aged61To90Days

THEN activities1hours ELSE 0

ndash The IF expression is one of the most useful control structures It allows you to evaluate an expression if a condition is true and evaluate a different expression otherwise

36

Designing A Crystal Report

bull Note The correct Crystal syntax for IF statements is IF ltconditiongt THEN lt expression1gt ELSE lt expression2gt where lt condition gt lt expression1gt and lt expression2gt are all single expressions

bull If you have multiple conditions convert them into a single expression by surrounding them in parentheses

8192010

11

37

Designing A Crystal Report

bull Save and Close Formula Editor

bull Click and drag Formula Time 61 to 90into Detail Section of Report

bull Insert Summary of Time 61 to 90 (sum) into Group Footer 2

bull Create two more formulas by repeating the above for the functions Aged31To60Days and Aged0To30Days add them to the report and insert summaries

38

Designing A Crystal Report

bull Suppress time period summaries when they equal zero

ndash Right Click Time in 0 to 30 formula summary in Group Footer 2 gt Format Field gt Common Tab gt Suppress checkbox conditional formula button gt Type Sum (Aged 0 to 30 cases1case_id) = 0

ndash Repeat for other two time period summaries

39

Designing A Crystal Report

Change report to display only one attorney at a time

Add Attorney Parameter to Report

bull Field Explorer gt Right Click Parameter Fields gt New

bull Name Attorney

bull List of Values Dynamic

bull Click here to add item users1user_id

bull Description users1last_name

bull Parameters Click to create parameter

8192010

12

40

Designing A Crystal Report

Add Attorney Parameter to Report (contrsquod)

bull Prompt Text Choose Attorney Name

bull Sort Order Ascending by description

bull Prompt With Description Only True

Click Ok

Drag and drop Attorney Parameter Field into Report Header Section to view the Parameter Value

41

Designing A Crystal Report

bull Add Attorney Parameter to Record Selection Formula to only include cases of the Attorney selected via the Parameter

ndash Report gt Select Expert gt Record gt Formula Editor button

ndash Type (

ndash cases1user_id = Attorney or

ndash cases1cocounsel1 = Attorney or

ndash cases1cocounsel2 = Attorney)

ndash )

42

Designing A Crystal Report

ndash Save and Close

ndash Ok and Refresh Data

bull Note that report is listing all cases where the Parameter Attorney is listed as either Primary Counsel Co-Counsel1 or Co-Counsel2

bull However the cases are still grouped by Primary Counsel so we need to change the grouping formula to group by the field containing the Parameter Attorney

8192010

13

43

Designing A Crystal Report

bull Create a Grouping Formula

ndash Field Explorer gt Right Click Formula Fields gt New gt Type Grouping Formula gt Ok

ndash Type the following formula

If IsNull(contacts1first_name) then Projects else

If cases1user_id = Attorney then Primary Counsel else

If cases1cocounsel1 = Attorney then Co-Counsel 1 else

If cases1cocounsel2 = Attorney then Co-Counsel 2

ndash Click the Close and Save button

44

Designing A Crystal Report

bull Delete Group-by cases1user_id and add Group-by Grouping Formula

ndash Report gt Group Expert

ndash Group by window remove cases1user_id field

ndash Add Grouping Formula field gt Move Grouping Formula field above cases1cases_id by using blue arrow in top right corner gt Ok button

45

Designing A Crystal Report

bull Note order of groups in report are ascending Create specific grouping order

ndash Report gt Group Expert gt double click Grouping Formula in Group by window gt change ldquoin ascending orderrdquo to ldquoin specified orderrdquo gt Drop down Named Group and choose specified group order gt Ok gt Ok

8192010

14

46

Designing A Crystal Report

bull Add Sub-Totals to groups

ndash Right click cases1number field in report gt Insert gt Summary

ndash Calculate this summary Distinct Count

ndash Summary Location Group Footer 1 cases1user_id - A

ndash Click Ok

47

Designing A Crystal Report

bull Add Hyperlink from Case Number Field to Pika Case Note Screen

ndash Right Click Case Number Field in Report gt Format Field gt Hyperlink Tab gt Hyperlink Type Click ldquoA Website on the Internetrdquo gt Hyperlink Information Website Address Delete ldquohttprdquo gt Click Formula Editor Button

ndash Type the following formula

httpspikaproseniorsorgproseniors307 +

casesphp + ToText (cases1case_id0)

ndash Click the Close and Save button

48

Designing A Crystal Report

ndash Click the Close and Save button

bull Font Tab

ndash Style Bold

ndash Color Blue

ndash Effects Check Underline box

bull Ok button

8192010

15

49

Designing A Crystal Report

bull Add Months Open to Group Footer 2

ndash Field Explorer gt Right Click Formula Fields gt New gt Type Months Open gt Ok

ndash Type the following formula

(CurrentDate - cases1open_date) (36512)

ndash Click the Close and Save button

ndash Drag and drop the Months Open Formula field into Group Footer 2

50

Designing A Crystal Report

bull Add Alternate Row Background Color

bull The easiest way to accomplish this is to create a Running Total count of Group Footer 2

ndash The first GF2 is 1 the second is 2 etc

ndash Then create a formula that makes the odd Group Footers one color and the even Group Footers another color

51

Designing A Crystal Report

bull Add Running Total

ndash Field Explorer gt Right Click Running Total Fields gt New gt

bull Running Total Name GF2 Running Total

bull Field to Summarize cases1case_id

bull Type of Summary Distinct Count

bull Ok

ndash Drag and drop GF2 Running Total field into Group Footer 2

8192010

16

52

Designing A Crystal Report

bull Add Conditional GF2 Background Color using an even-odd formula

ndash Right Click Group Footer 2 Label gt Section Expert gt Click Color Tab in right window gt Click Formula Editor button

ndash Type

If Remainder (GF2 Running Total2) = 0

then Color (255 255 155) else NoColor

ndash Click Save and Close button gt Ok

53

Designing A Crystal Report

bull The Remainder Function has the following components (numerator denominator)

bull Crystal Reports performs the division internally determines the whole number quotient and the remainder and returns only the remainder

bull In our case the remainder is zero for an even number and 5 for an odd number

54

Designing A Crystal Report

bull Add No ndashTime Warning Box to Report

ndash Field Explorer gt Right Click Formula Fields gt New gt

bull Formula Name Warning Box

Type the following

If

(Sum (Aged 0 to 30 cases1case_id) +

Sum (Time 31 to 60 cases1case_id) +

Sum (Time 61 to 90 cases1case_id))

= 0 then No Time In 90 Days

else

8192010

17

55

Designing A Crystal Report

If (Sum (Aged 0 to 30 cases1case_id) +Sum (Time 31 to 60 cases1case_id))

= 0 then No Time In 60 Dayselse

IfSum (Aged 0 to 30 cases1case_id) = 0

then No Time In 30 Dayselse

ndash Save and close

ndash Drag and drop Warning Box formula field into Group Footer 2

56

Designing A Crystal Report

bull Crystal Reports stops when it encounters a True statement so it is important to make sure the order of the expressions within the formula is correct

bull if expression 2 and 3 is a subset of expression 1 then the correct order is set subset sub-subset

Note that Formulas

are Hierarchical

57

Designing A Crystal Report

bull Format Different Formula Background Colors for Different Warning Messages

ndash Right Click Warning Box Formula Field in Report gt Format Field gt Boarder Tab gt Background gt Background Conditional Formula Button

ndash Type the following

If Warning Formula = No Time In 90 Days then crRed else

If Warning Formula = No Time In 60 Days then crBlue else

If Warning Formula = No Time In 30 Days then crSilver else

crNoColor

8192010

18

58

Designing A Crystal Report

bull Save and Close

bull Font Tab

ndash Style Bold

ndash Color White

bull Border Tab

ndash Left Right Top amp Bottom Single

bull Ok button

59

Designing A Crystal Report

bull Add Report Title

ndash Insert gt Text Object gt Click and drag Cursor cross across Report Header Section to create a text box

ndash Double click inside text box gt Type Open Case Data of

ndash Field Explorer gt Double Click Special Fields gt Drag and drop Data Date field into text box in Report Header and drop following text

60

Designing A Crystal Report

ndash Double click Text box to get to text and click Data Date field to highlight it then right click Data Date field gt Format Data Date gt Choose ldquoMonday March 1 1999rdquo gt Ok

ndash Click text box and using small blue square handles click and drag text box so that it stretches from left to right report margins and is about 5 inches in height

ndash Click on text box and use buttons on formatting menu bar to increase font to 28 point type and center the text

8192010

19

61

Designing A Crystal Report

bull Right click Report Header Section label gt Insert Section Below

bull Repeat text box creation above but leave text box content empty

bull Field Explorer gt Database Fields gt users1 table gt Drag and drop first_name and last_name fields into text box in Report Header and separate them by a space

Add Attorney Name to Report

Title

62

Designing A Crystal Report

bull Right click Group 1 Name field in Group Header 1 Section gt Format Field gt Border Tab gt Check Background checkbox gt Choose Silver from the drop-down gt Paragraph Tab gt Indentations First Line 01 gt Ok

Format Group Name Fields

63

Designing A Crystal Report

bull Add small text box to Page Header Section

bull Add text and format background color font color

bull Copy text box by right clicking text box gt copy gt right click Page Header Section Paste gt change background color gt change text

bull Repeat above for other Column Titles

Add Column

Titles

8192010

20

QUESTIONS

Thank You - Donrsquot forget to complete our survey

Contact Information

Kathleen Brockel ndash Email kathleenlsntaporg

Tom Bedall ndash Email tbedallproseniorsorg

8192010

11

37

Designing A Crystal Report

bull Save and Close Formula Editor

bull Click and drag Formula Time 61 to 90into Detail Section of Report

bull Insert Summary of Time 61 to 90 (sum) into Group Footer 2

bull Create two more formulas by repeating the above for the functions Aged31To60Days and Aged0To30Days add them to the report and insert summaries

38

Designing A Crystal Report

bull Suppress time period summaries when they equal zero

ndash Right Click Time in 0 to 30 formula summary in Group Footer 2 gt Format Field gt Common Tab gt Suppress checkbox conditional formula button gt Type Sum (Aged 0 to 30 cases1case_id) = 0

ndash Repeat for other two time period summaries

39

Designing A Crystal Report

Change report to display only one attorney at a time

Add Attorney Parameter to Report

bull Field Explorer gt Right Click Parameter Fields gt New

bull Name Attorney

bull List of Values Dynamic

bull Click here to add item users1user_id

bull Description users1last_name

bull Parameters Click to create parameter

8192010

12

40

Designing A Crystal Report

Add Attorney Parameter to Report (contrsquod)

bull Prompt Text Choose Attorney Name

bull Sort Order Ascending by description

bull Prompt With Description Only True

Click Ok

Drag and drop Attorney Parameter Field into Report Header Section to view the Parameter Value

41

Designing A Crystal Report

bull Add Attorney Parameter to Record Selection Formula to only include cases of the Attorney selected via the Parameter

ndash Report gt Select Expert gt Record gt Formula Editor button

ndash Type (

ndash cases1user_id = Attorney or

ndash cases1cocounsel1 = Attorney or

ndash cases1cocounsel2 = Attorney)

ndash )

42

Designing A Crystal Report

ndash Save and Close

ndash Ok and Refresh Data

bull Note that report is listing all cases where the Parameter Attorney is listed as either Primary Counsel Co-Counsel1 or Co-Counsel2

bull However the cases are still grouped by Primary Counsel so we need to change the grouping formula to group by the field containing the Parameter Attorney

8192010

13

43

Designing A Crystal Report

bull Create a Grouping Formula

ndash Field Explorer gt Right Click Formula Fields gt New gt Type Grouping Formula gt Ok

ndash Type the following formula

If IsNull(contacts1first_name) then Projects else

If cases1user_id = Attorney then Primary Counsel else

If cases1cocounsel1 = Attorney then Co-Counsel 1 else

If cases1cocounsel2 = Attorney then Co-Counsel 2

ndash Click the Close and Save button

44

Designing A Crystal Report

bull Delete Group-by cases1user_id and add Group-by Grouping Formula

ndash Report gt Group Expert

ndash Group by window remove cases1user_id field

ndash Add Grouping Formula field gt Move Grouping Formula field above cases1cases_id by using blue arrow in top right corner gt Ok button

45

Designing A Crystal Report

bull Note order of groups in report are ascending Create specific grouping order

ndash Report gt Group Expert gt double click Grouping Formula in Group by window gt change ldquoin ascending orderrdquo to ldquoin specified orderrdquo gt Drop down Named Group and choose specified group order gt Ok gt Ok

8192010

14

46

Designing A Crystal Report

bull Add Sub-Totals to groups

ndash Right click cases1number field in report gt Insert gt Summary

ndash Calculate this summary Distinct Count

ndash Summary Location Group Footer 1 cases1user_id - A

ndash Click Ok

47

Designing A Crystal Report

bull Add Hyperlink from Case Number Field to Pika Case Note Screen

ndash Right Click Case Number Field in Report gt Format Field gt Hyperlink Tab gt Hyperlink Type Click ldquoA Website on the Internetrdquo gt Hyperlink Information Website Address Delete ldquohttprdquo gt Click Formula Editor Button

ndash Type the following formula

httpspikaproseniorsorgproseniors307 +

casesphp + ToText (cases1case_id0)

ndash Click the Close and Save button

48

Designing A Crystal Report

ndash Click the Close and Save button

bull Font Tab

ndash Style Bold

ndash Color Blue

ndash Effects Check Underline box

bull Ok button

8192010

15

49

Designing A Crystal Report

bull Add Months Open to Group Footer 2

ndash Field Explorer gt Right Click Formula Fields gt New gt Type Months Open gt Ok

ndash Type the following formula

(CurrentDate - cases1open_date) (36512)

ndash Click the Close and Save button

ndash Drag and drop the Months Open Formula field into Group Footer 2

50

Designing A Crystal Report

bull Add Alternate Row Background Color

bull The easiest way to accomplish this is to create a Running Total count of Group Footer 2

ndash The first GF2 is 1 the second is 2 etc

ndash Then create a formula that makes the odd Group Footers one color and the even Group Footers another color

51

Designing A Crystal Report

bull Add Running Total

ndash Field Explorer gt Right Click Running Total Fields gt New gt

bull Running Total Name GF2 Running Total

bull Field to Summarize cases1case_id

bull Type of Summary Distinct Count

bull Ok

ndash Drag and drop GF2 Running Total field into Group Footer 2

8192010

16

52

Designing A Crystal Report

bull Add Conditional GF2 Background Color using an even-odd formula

ndash Right Click Group Footer 2 Label gt Section Expert gt Click Color Tab in right window gt Click Formula Editor button

ndash Type

If Remainder (GF2 Running Total2) = 0

then Color (255 255 155) else NoColor

ndash Click Save and Close button gt Ok

53

Designing A Crystal Report

bull The Remainder Function has the following components (numerator denominator)

bull Crystal Reports performs the division internally determines the whole number quotient and the remainder and returns only the remainder

bull In our case the remainder is zero for an even number and 5 for an odd number

54

Designing A Crystal Report

bull Add No ndashTime Warning Box to Report

ndash Field Explorer gt Right Click Formula Fields gt New gt

bull Formula Name Warning Box

Type the following

If

(Sum (Aged 0 to 30 cases1case_id) +

Sum (Time 31 to 60 cases1case_id) +

Sum (Time 61 to 90 cases1case_id))

= 0 then No Time In 90 Days

else

8192010

17

55

Designing A Crystal Report

If (Sum (Aged 0 to 30 cases1case_id) +Sum (Time 31 to 60 cases1case_id))

= 0 then No Time In 60 Dayselse

IfSum (Aged 0 to 30 cases1case_id) = 0

then No Time In 30 Dayselse

ndash Save and close

ndash Drag and drop Warning Box formula field into Group Footer 2

56

Designing A Crystal Report

bull Crystal Reports stops when it encounters a True statement so it is important to make sure the order of the expressions within the formula is correct

bull if expression 2 and 3 is a subset of expression 1 then the correct order is set subset sub-subset

Note that Formulas

are Hierarchical

57

Designing A Crystal Report

bull Format Different Formula Background Colors for Different Warning Messages

ndash Right Click Warning Box Formula Field in Report gt Format Field gt Boarder Tab gt Background gt Background Conditional Formula Button

ndash Type the following

If Warning Formula = No Time In 90 Days then crRed else

If Warning Formula = No Time In 60 Days then crBlue else

If Warning Formula = No Time In 30 Days then crSilver else

crNoColor

8192010

18

58

Designing A Crystal Report

bull Save and Close

bull Font Tab

ndash Style Bold

ndash Color White

bull Border Tab

ndash Left Right Top amp Bottom Single

bull Ok button

59

Designing A Crystal Report

bull Add Report Title

ndash Insert gt Text Object gt Click and drag Cursor cross across Report Header Section to create a text box

ndash Double click inside text box gt Type Open Case Data of

ndash Field Explorer gt Double Click Special Fields gt Drag and drop Data Date field into text box in Report Header and drop following text

60

Designing A Crystal Report

ndash Double click Text box to get to text and click Data Date field to highlight it then right click Data Date field gt Format Data Date gt Choose ldquoMonday March 1 1999rdquo gt Ok

ndash Click text box and using small blue square handles click and drag text box so that it stretches from left to right report margins and is about 5 inches in height

ndash Click on text box and use buttons on formatting menu bar to increase font to 28 point type and center the text

8192010

19

61

Designing A Crystal Report

bull Right click Report Header Section label gt Insert Section Below

bull Repeat text box creation above but leave text box content empty

bull Field Explorer gt Database Fields gt users1 table gt Drag and drop first_name and last_name fields into text box in Report Header and separate them by a space

Add Attorney Name to Report

Title

62

Designing A Crystal Report

bull Right click Group 1 Name field in Group Header 1 Section gt Format Field gt Border Tab gt Check Background checkbox gt Choose Silver from the drop-down gt Paragraph Tab gt Indentations First Line 01 gt Ok

Format Group Name Fields

63

Designing A Crystal Report

bull Add small text box to Page Header Section

bull Add text and format background color font color

bull Copy text box by right clicking text box gt copy gt right click Page Header Section Paste gt change background color gt change text

bull Repeat above for other Column Titles

Add Column

Titles

8192010

20

QUESTIONS

Thank You - Donrsquot forget to complete our survey

Contact Information

Kathleen Brockel ndash Email kathleenlsntaporg

Tom Bedall ndash Email tbedallproseniorsorg

8192010

12

40

Designing A Crystal Report

Add Attorney Parameter to Report (contrsquod)

bull Prompt Text Choose Attorney Name

bull Sort Order Ascending by description

bull Prompt With Description Only True

Click Ok

Drag and drop Attorney Parameter Field into Report Header Section to view the Parameter Value

41

Designing A Crystal Report

bull Add Attorney Parameter to Record Selection Formula to only include cases of the Attorney selected via the Parameter

ndash Report gt Select Expert gt Record gt Formula Editor button

ndash Type (

ndash cases1user_id = Attorney or

ndash cases1cocounsel1 = Attorney or

ndash cases1cocounsel2 = Attorney)

ndash )

42

Designing A Crystal Report

ndash Save and Close

ndash Ok and Refresh Data

bull Note that report is listing all cases where the Parameter Attorney is listed as either Primary Counsel Co-Counsel1 or Co-Counsel2

bull However the cases are still grouped by Primary Counsel so we need to change the grouping formula to group by the field containing the Parameter Attorney

8192010

13

43

Designing A Crystal Report

bull Create a Grouping Formula

ndash Field Explorer gt Right Click Formula Fields gt New gt Type Grouping Formula gt Ok

ndash Type the following formula

If IsNull(contacts1first_name) then Projects else

If cases1user_id = Attorney then Primary Counsel else

If cases1cocounsel1 = Attorney then Co-Counsel 1 else

If cases1cocounsel2 = Attorney then Co-Counsel 2

ndash Click the Close and Save button

44

Designing A Crystal Report

bull Delete Group-by cases1user_id and add Group-by Grouping Formula

ndash Report gt Group Expert

ndash Group by window remove cases1user_id field

ndash Add Grouping Formula field gt Move Grouping Formula field above cases1cases_id by using blue arrow in top right corner gt Ok button

45

Designing A Crystal Report

bull Note order of groups in report are ascending Create specific grouping order

ndash Report gt Group Expert gt double click Grouping Formula in Group by window gt change ldquoin ascending orderrdquo to ldquoin specified orderrdquo gt Drop down Named Group and choose specified group order gt Ok gt Ok

8192010

14

46

Designing A Crystal Report

bull Add Sub-Totals to groups

ndash Right click cases1number field in report gt Insert gt Summary

ndash Calculate this summary Distinct Count

ndash Summary Location Group Footer 1 cases1user_id - A

ndash Click Ok

47

Designing A Crystal Report

bull Add Hyperlink from Case Number Field to Pika Case Note Screen

ndash Right Click Case Number Field in Report gt Format Field gt Hyperlink Tab gt Hyperlink Type Click ldquoA Website on the Internetrdquo gt Hyperlink Information Website Address Delete ldquohttprdquo gt Click Formula Editor Button

ndash Type the following formula

httpspikaproseniorsorgproseniors307 +

casesphp + ToText (cases1case_id0)

ndash Click the Close and Save button

48

Designing A Crystal Report

ndash Click the Close and Save button

bull Font Tab

ndash Style Bold

ndash Color Blue

ndash Effects Check Underline box

bull Ok button

8192010

15

49

Designing A Crystal Report

bull Add Months Open to Group Footer 2

ndash Field Explorer gt Right Click Formula Fields gt New gt Type Months Open gt Ok

ndash Type the following formula

(CurrentDate - cases1open_date) (36512)

ndash Click the Close and Save button

ndash Drag and drop the Months Open Formula field into Group Footer 2

50

Designing A Crystal Report

bull Add Alternate Row Background Color

bull The easiest way to accomplish this is to create a Running Total count of Group Footer 2

ndash The first GF2 is 1 the second is 2 etc

ndash Then create a formula that makes the odd Group Footers one color and the even Group Footers another color

51

Designing A Crystal Report

bull Add Running Total

ndash Field Explorer gt Right Click Running Total Fields gt New gt

bull Running Total Name GF2 Running Total

bull Field to Summarize cases1case_id

bull Type of Summary Distinct Count

bull Ok

ndash Drag and drop GF2 Running Total field into Group Footer 2

8192010

16

52

Designing A Crystal Report

bull Add Conditional GF2 Background Color using an even-odd formula

ndash Right Click Group Footer 2 Label gt Section Expert gt Click Color Tab in right window gt Click Formula Editor button

ndash Type

If Remainder (GF2 Running Total2) = 0

then Color (255 255 155) else NoColor

ndash Click Save and Close button gt Ok

53

Designing A Crystal Report

bull The Remainder Function has the following components (numerator denominator)

bull Crystal Reports performs the division internally determines the whole number quotient and the remainder and returns only the remainder

bull In our case the remainder is zero for an even number and 5 for an odd number

54

Designing A Crystal Report

bull Add No ndashTime Warning Box to Report

ndash Field Explorer gt Right Click Formula Fields gt New gt

bull Formula Name Warning Box

Type the following

If

(Sum (Aged 0 to 30 cases1case_id) +

Sum (Time 31 to 60 cases1case_id) +

Sum (Time 61 to 90 cases1case_id))

= 0 then No Time In 90 Days

else

8192010

17

55

Designing A Crystal Report

If (Sum (Aged 0 to 30 cases1case_id) +Sum (Time 31 to 60 cases1case_id))

= 0 then No Time In 60 Dayselse

IfSum (Aged 0 to 30 cases1case_id) = 0

then No Time In 30 Dayselse

ndash Save and close

ndash Drag and drop Warning Box formula field into Group Footer 2

56

Designing A Crystal Report

bull Crystal Reports stops when it encounters a True statement so it is important to make sure the order of the expressions within the formula is correct

bull if expression 2 and 3 is a subset of expression 1 then the correct order is set subset sub-subset

Note that Formulas

are Hierarchical

57

Designing A Crystal Report

bull Format Different Formula Background Colors for Different Warning Messages

ndash Right Click Warning Box Formula Field in Report gt Format Field gt Boarder Tab gt Background gt Background Conditional Formula Button

ndash Type the following

If Warning Formula = No Time In 90 Days then crRed else

If Warning Formula = No Time In 60 Days then crBlue else

If Warning Formula = No Time In 30 Days then crSilver else

crNoColor

8192010

18

58

Designing A Crystal Report

bull Save and Close

bull Font Tab

ndash Style Bold

ndash Color White

bull Border Tab

ndash Left Right Top amp Bottom Single

bull Ok button

59

Designing A Crystal Report

bull Add Report Title

ndash Insert gt Text Object gt Click and drag Cursor cross across Report Header Section to create a text box

ndash Double click inside text box gt Type Open Case Data of

ndash Field Explorer gt Double Click Special Fields gt Drag and drop Data Date field into text box in Report Header and drop following text

60

Designing A Crystal Report

ndash Double click Text box to get to text and click Data Date field to highlight it then right click Data Date field gt Format Data Date gt Choose ldquoMonday March 1 1999rdquo gt Ok

ndash Click text box and using small blue square handles click and drag text box so that it stretches from left to right report margins and is about 5 inches in height

ndash Click on text box and use buttons on formatting menu bar to increase font to 28 point type and center the text

8192010

19

61

Designing A Crystal Report

bull Right click Report Header Section label gt Insert Section Below

bull Repeat text box creation above but leave text box content empty

bull Field Explorer gt Database Fields gt users1 table gt Drag and drop first_name and last_name fields into text box in Report Header and separate them by a space

Add Attorney Name to Report

Title

62

Designing A Crystal Report

bull Right click Group 1 Name field in Group Header 1 Section gt Format Field gt Border Tab gt Check Background checkbox gt Choose Silver from the drop-down gt Paragraph Tab gt Indentations First Line 01 gt Ok

Format Group Name Fields

63

Designing A Crystal Report

bull Add small text box to Page Header Section

bull Add text and format background color font color

bull Copy text box by right clicking text box gt copy gt right click Page Header Section Paste gt change background color gt change text

bull Repeat above for other Column Titles

Add Column

Titles

8192010

20

QUESTIONS

Thank You - Donrsquot forget to complete our survey

Contact Information

Kathleen Brockel ndash Email kathleenlsntaporg

Tom Bedall ndash Email tbedallproseniorsorg

8192010

13

43

Designing A Crystal Report

bull Create a Grouping Formula

ndash Field Explorer gt Right Click Formula Fields gt New gt Type Grouping Formula gt Ok

ndash Type the following formula

If IsNull(contacts1first_name) then Projects else

If cases1user_id = Attorney then Primary Counsel else

If cases1cocounsel1 = Attorney then Co-Counsel 1 else

If cases1cocounsel2 = Attorney then Co-Counsel 2

ndash Click the Close and Save button

44

Designing A Crystal Report

bull Delete Group-by cases1user_id and add Group-by Grouping Formula

ndash Report gt Group Expert

ndash Group by window remove cases1user_id field

ndash Add Grouping Formula field gt Move Grouping Formula field above cases1cases_id by using blue arrow in top right corner gt Ok button

45

Designing A Crystal Report

bull Note order of groups in report are ascending Create specific grouping order

ndash Report gt Group Expert gt double click Grouping Formula in Group by window gt change ldquoin ascending orderrdquo to ldquoin specified orderrdquo gt Drop down Named Group and choose specified group order gt Ok gt Ok

8192010

14

46

Designing A Crystal Report

bull Add Sub-Totals to groups

ndash Right click cases1number field in report gt Insert gt Summary

ndash Calculate this summary Distinct Count

ndash Summary Location Group Footer 1 cases1user_id - A

ndash Click Ok

47

Designing A Crystal Report

bull Add Hyperlink from Case Number Field to Pika Case Note Screen

ndash Right Click Case Number Field in Report gt Format Field gt Hyperlink Tab gt Hyperlink Type Click ldquoA Website on the Internetrdquo gt Hyperlink Information Website Address Delete ldquohttprdquo gt Click Formula Editor Button

ndash Type the following formula

httpspikaproseniorsorgproseniors307 +

casesphp + ToText (cases1case_id0)

ndash Click the Close and Save button

48

Designing A Crystal Report

ndash Click the Close and Save button

bull Font Tab

ndash Style Bold

ndash Color Blue

ndash Effects Check Underline box

bull Ok button

8192010

15

49

Designing A Crystal Report

bull Add Months Open to Group Footer 2

ndash Field Explorer gt Right Click Formula Fields gt New gt Type Months Open gt Ok

ndash Type the following formula

(CurrentDate - cases1open_date) (36512)

ndash Click the Close and Save button

ndash Drag and drop the Months Open Formula field into Group Footer 2

50

Designing A Crystal Report

bull Add Alternate Row Background Color

bull The easiest way to accomplish this is to create a Running Total count of Group Footer 2

ndash The first GF2 is 1 the second is 2 etc

ndash Then create a formula that makes the odd Group Footers one color and the even Group Footers another color

51

Designing A Crystal Report

bull Add Running Total

ndash Field Explorer gt Right Click Running Total Fields gt New gt

bull Running Total Name GF2 Running Total

bull Field to Summarize cases1case_id

bull Type of Summary Distinct Count

bull Ok

ndash Drag and drop GF2 Running Total field into Group Footer 2

8192010

16

52

Designing A Crystal Report

bull Add Conditional GF2 Background Color using an even-odd formula

ndash Right Click Group Footer 2 Label gt Section Expert gt Click Color Tab in right window gt Click Formula Editor button

ndash Type

If Remainder (GF2 Running Total2) = 0

then Color (255 255 155) else NoColor

ndash Click Save and Close button gt Ok

53

Designing A Crystal Report

bull The Remainder Function has the following components (numerator denominator)

bull Crystal Reports performs the division internally determines the whole number quotient and the remainder and returns only the remainder

bull In our case the remainder is zero for an even number and 5 for an odd number

54

Designing A Crystal Report

bull Add No ndashTime Warning Box to Report

ndash Field Explorer gt Right Click Formula Fields gt New gt

bull Formula Name Warning Box

Type the following

If

(Sum (Aged 0 to 30 cases1case_id) +

Sum (Time 31 to 60 cases1case_id) +

Sum (Time 61 to 90 cases1case_id))

= 0 then No Time In 90 Days

else

8192010

17

55

Designing A Crystal Report

If (Sum (Aged 0 to 30 cases1case_id) +Sum (Time 31 to 60 cases1case_id))

= 0 then No Time In 60 Dayselse

IfSum (Aged 0 to 30 cases1case_id) = 0

then No Time In 30 Dayselse

ndash Save and close

ndash Drag and drop Warning Box formula field into Group Footer 2

56

Designing A Crystal Report

bull Crystal Reports stops when it encounters a True statement so it is important to make sure the order of the expressions within the formula is correct

bull if expression 2 and 3 is a subset of expression 1 then the correct order is set subset sub-subset

Note that Formulas

are Hierarchical

57

Designing A Crystal Report

bull Format Different Formula Background Colors for Different Warning Messages

ndash Right Click Warning Box Formula Field in Report gt Format Field gt Boarder Tab gt Background gt Background Conditional Formula Button

ndash Type the following

If Warning Formula = No Time In 90 Days then crRed else

If Warning Formula = No Time In 60 Days then crBlue else

If Warning Formula = No Time In 30 Days then crSilver else

crNoColor

8192010

18

58

Designing A Crystal Report

bull Save and Close

bull Font Tab

ndash Style Bold

ndash Color White

bull Border Tab

ndash Left Right Top amp Bottom Single

bull Ok button

59

Designing A Crystal Report

bull Add Report Title

ndash Insert gt Text Object gt Click and drag Cursor cross across Report Header Section to create a text box

ndash Double click inside text box gt Type Open Case Data of

ndash Field Explorer gt Double Click Special Fields gt Drag and drop Data Date field into text box in Report Header and drop following text

60

Designing A Crystal Report

ndash Double click Text box to get to text and click Data Date field to highlight it then right click Data Date field gt Format Data Date gt Choose ldquoMonday March 1 1999rdquo gt Ok

ndash Click text box and using small blue square handles click and drag text box so that it stretches from left to right report margins and is about 5 inches in height

ndash Click on text box and use buttons on formatting menu bar to increase font to 28 point type and center the text

8192010

19

61

Designing A Crystal Report

bull Right click Report Header Section label gt Insert Section Below

bull Repeat text box creation above but leave text box content empty

bull Field Explorer gt Database Fields gt users1 table gt Drag and drop first_name and last_name fields into text box in Report Header and separate them by a space

Add Attorney Name to Report

Title

62

Designing A Crystal Report

bull Right click Group 1 Name field in Group Header 1 Section gt Format Field gt Border Tab gt Check Background checkbox gt Choose Silver from the drop-down gt Paragraph Tab gt Indentations First Line 01 gt Ok

Format Group Name Fields

63

Designing A Crystal Report

bull Add small text box to Page Header Section

bull Add text and format background color font color

bull Copy text box by right clicking text box gt copy gt right click Page Header Section Paste gt change background color gt change text

bull Repeat above for other Column Titles

Add Column

Titles

8192010

20

QUESTIONS

Thank You - Donrsquot forget to complete our survey

Contact Information

Kathleen Brockel ndash Email kathleenlsntaporg

Tom Bedall ndash Email tbedallproseniorsorg

8192010

14

46

Designing A Crystal Report

bull Add Sub-Totals to groups

ndash Right click cases1number field in report gt Insert gt Summary

ndash Calculate this summary Distinct Count

ndash Summary Location Group Footer 1 cases1user_id - A

ndash Click Ok

47

Designing A Crystal Report

bull Add Hyperlink from Case Number Field to Pika Case Note Screen

ndash Right Click Case Number Field in Report gt Format Field gt Hyperlink Tab gt Hyperlink Type Click ldquoA Website on the Internetrdquo gt Hyperlink Information Website Address Delete ldquohttprdquo gt Click Formula Editor Button

ndash Type the following formula

httpspikaproseniorsorgproseniors307 +

casesphp + ToText (cases1case_id0)

ndash Click the Close and Save button

48

Designing A Crystal Report

ndash Click the Close and Save button

bull Font Tab

ndash Style Bold

ndash Color Blue

ndash Effects Check Underline box

bull Ok button

8192010

15

49

Designing A Crystal Report

bull Add Months Open to Group Footer 2

ndash Field Explorer gt Right Click Formula Fields gt New gt Type Months Open gt Ok

ndash Type the following formula

(CurrentDate - cases1open_date) (36512)

ndash Click the Close and Save button

ndash Drag and drop the Months Open Formula field into Group Footer 2

50

Designing A Crystal Report

bull Add Alternate Row Background Color

bull The easiest way to accomplish this is to create a Running Total count of Group Footer 2

ndash The first GF2 is 1 the second is 2 etc

ndash Then create a formula that makes the odd Group Footers one color and the even Group Footers another color

51

Designing A Crystal Report

bull Add Running Total

ndash Field Explorer gt Right Click Running Total Fields gt New gt

bull Running Total Name GF2 Running Total

bull Field to Summarize cases1case_id

bull Type of Summary Distinct Count

bull Ok

ndash Drag and drop GF2 Running Total field into Group Footer 2

8192010

16

52

Designing A Crystal Report

bull Add Conditional GF2 Background Color using an even-odd formula

ndash Right Click Group Footer 2 Label gt Section Expert gt Click Color Tab in right window gt Click Formula Editor button

ndash Type

If Remainder (GF2 Running Total2) = 0

then Color (255 255 155) else NoColor

ndash Click Save and Close button gt Ok

53

Designing A Crystal Report

bull The Remainder Function has the following components (numerator denominator)

bull Crystal Reports performs the division internally determines the whole number quotient and the remainder and returns only the remainder

bull In our case the remainder is zero for an even number and 5 for an odd number

54

Designing A Crystal Report

bull Add No ndashTime Warning Box to Report

ndash Field Explorer gt Right Click Formula Fields gt New gt

bull Formula Name Warning Box

Type the following

If

(Sum (Aged 0 to 30 cases1case_id) +

Sum (Time 31 to 60 cases1case_id) +

Sum (Time 61 to 90 cases1case_id))

= 0 then No Time In 90 Days

else

8192010

17

55

Designing A Crystal Report

If (Sum (Aged 0 to 30 cases1case_id) +Sum (Time 31 to 60 cases1case_id))

= 0 then No Time In 60 Dayselse

IfSum (Aged 0 to 30 cases1case_id) = 0

then No Time In 30 Dayselse

ndash Save and close

ndash Drag and drop Warning Box formula field into Group Footer 2

56

Designing A Crystal Report

bull Crystal Reports stops when it encounters a True statement so it is important to make sure the order of the expressions within the formula is correct

bull if expression 2 and 3 is a subset of expression 1 then the correct order is set subset sub-subset

Note that Formulas

are Hierarchical

57

Designing A Crystal Report

bull Format Different Formula Background Colors for Different Warning Messages

ndash Right Click Warning Box Formula Field in Report gt Format Field gt Boarder Tab gt Background gt Background Conditional Formula Button

ndash Type the following

If Warning Formula = No Time In 90 Days then crRed else

If Warning Formula = No Time In 60 Days then crBlue else

If Warning Formula = No Time In 30 Days then crSilver else

crNoColor

8192010

18

58

Designing A Crystal Report

bull Save and Close

bull Font Tab

ndash Style Bold

ndash Color White

bull Border Tab

ndash Left Right Top amp Bottom Single

bull Ok button

59

Designing A Crystal Report

bull Add Report Title

ndash Insert gt Text Object gt Click and drag Cursor cross across Report Header Section to create a text box

ndash Double click inside text box gt Type Open Case Data of

ndash Field Explorer gt Double Click Special Fields gt Drag and drop Data Date field into text box in Report Header and drop following text

60

Designing A Crystal Report

ndash Double click Text box to get to text and click Data Date field to highlight it then right click Data Date field gt Format Data Date gt Choose ldquoMonday March 1 1999rdquo gt Ok

ndash Click text box and using small blue square handles click and drag text box so that it stretches from left to right report margins and is about 5 inches in height

ndash Click on text box and use buttons on formatting menu bar to increase font to 28 point type and center the text

8192010

19

61

Designing A Crystal Report

bull Right click Report Header Section label gt Insert Section Below

bull Repeat text box creation above but leave text box content empty

bull Field Explorer gt Database Fields gt users1 table gt Drag and drop first_name and last_name fields into text box in Report Header and separate them by a space

Add Attorney Name to Report

Title

62

Designing A Crystal Report

bull Right click Group 1 Name field in Group Header 1 Section gt Format Field gt Border Tab gt Check Background checkbox gt Choose Silver from the drop-down gt Paragraph Tab gt Indentations First Line 01 gt Ok

Format Group Name Fields

63

Designing A Crystal Report

bull Add small text box to Page Header Section

bull Add text and format background color font color

bull Copy text box by right clicking text box gt copy gt right click Page Header Section Paste gt change background color gt change text

bull Repeat above for other Column Titles

Add Column

Titles

8192010

20

QUESTIONS

Thank You - Donrsquot forget to complete our survey

Contact Information

Kathleen Brockel ndash Email kathleenlsntaporg

Tom Bedall ndash Email tbedallproseniorsorg

8192010

15

49

Designing A Crystal Report

bull Add Months Open to Group Footer 2

ndash Field Explorer gt Right Click Formula Fields gt New gt Type Months Open gt Ok

ndash Type the following formula

(CurrentDate - cases1open_date) (36512)

ndash Click the Close and Save button

ndash Drag and drop the Months Open Formula field into Group Footer 2

50

Designing A Crystal Report

bull Add Alternate Row Background Color

bull The easiest way to accomplish this is to create a Running Total count of Group Footer 2

ndash The first GF2 is 1 the second is 2 etc

ndash Then create a formula that makes the odd Group Footers one color and the even Group Footers another color

51

Designing A Crystal Report

bull Add Running Total

ndash Field Explorer gt Right Click Running Total Fields gt New gt

bull Running Total Name GF2 Running Total

bull Field to Summarize cases1case_id

bull Type of Summary Distinct Count

bull Ok

ndash Drag and drop GF2 Running Total field into Group Footer 2

8192010

16

52

Designing A Crystal Report

bull Add Conditional GF2 Background Color using an even-odd formula

ndash Right Click Group Footer 2 Label gt Section Expert gt Click Color Tab in right window gt Click Formula Editor button

ndash Type

If Remainder (GF2 Running Total2) = 0

then Color (255 255 155) else NoColor

ndash Click Save and Close button gt Ok

53

Designing A Crystal Report

bull The Remainder Function has the following components (numerator denominator)

bull Crystal Reports performs the division internally determines the whole number quotient and the remainder and returns only the remainder

bull In our case the remainder is zero for an even number and 5 for an odd number

54

Designing A Crystal Report

bull Add No ndashTime Warning Box to Report

ndash Field Explorer gt Right Click Formula Fields gt New gt

bull Formula Name Warning Box

Type the following

If

(Sum (Aged 0 to 30 cases1case_id) +

Sum (Time 31 to 60 cases1case_id) +

Sum (Time 61 to 90 cases1case_id))

= 0 then No Time In 90 Days

else

8192010

17

55

Designing A Crystal Report

If (Sum (Aged 0 to 30 cases1case_id) +Sum (Time 31 to 60 cases1case_id))

= 0 then No Time In 60 Dayselse

IfSum (Aged 0 to 30 cases1case_id) = 0

then No Time In 30 Dayselse

ndash Save and close

ndash Drag and drop Warning Box formula field into Group Footer 2

56

Designing A Crystal Report

bull Crystal Reports stops when it encounters a True statement so it is important to make sure the order of the expressions within the formula is correct

bull if expression 2 and 3 is a subset of expression 1 then the correct order is set subset sub-subset

Note that Formulas

are Hierarchical

57

Designing A Crystal Report

bull Format Different Formula Background Colors for Different Warning Messages

ndash Right Click Warning Box Formula Field in Report gt Format Field gt Boarder Tab gt Background gt Background Conditional Formula Button

ndash Type the following

If Warning Formula = No Time In 90 Days then crRed else

If Warning Formula = No Time In 60 Days then crBlue else

If Warning Formula = No Time In 30 Days then crSilver else

crNoColor

8192010

18

58

Designing A Crystal Report

bull Save and Close

bull Font Tab

ndash Style Bold

ndash Color White

bull Border Tab

ndash Left Right Top amp Bottom Single

bull Ok button

59

Designing A Crystal Report

bull Add Report Title

ndash Insert gt Text Object gt Click and drag Cursor cross across Report Header Section to create a text box

ndash Double click inside text box gt Type Open Case Data of

ndash Field Explorer gt Double Click Special Fields gt Drag and drop Data Date field into text box in Report Header and drop following text

60

Designing A Crystal Report

ndash Double click Text box to get to text and click Data Date field to highlight it then right click Data Date field gt Format Data Date gt Choose ldquoMonday March 1 1999rdquo gt Ok

ndash Click text box and using small blue square handles click and drag text box so that it stretches from left to right report margins and is about 5 inches in height

ndash Click on text box and use buttons on formatting menu bar to increase font to 28 point type and center the text

8192010

19

61

Designing A Crystal Report

bull Right click Report Header Section label gt Insert Section Below

bull Repeat text box creation above but leave text box content empty

bull Field Explorer gt Database Fields gt users1 table gt Drag and drop first_name and last_name fields into text box in Report Header and separate them by a space

Add Attorney Name to Report

Title

62

Designing A Crystal Report

bull Right click Group 1 Name field in Group Header 1 Section gt Format Field gt Border Tab gt Check Background checkbox gt Choose Silver from the drop-down gt Paragraph Tab gt Indentations First Line 01 gt Ok

Format Group Name Fields

63

Designing A Crystal Report

bull Add small text box to Page Header Section

bull Add text and format background color font color

bull Copy text box by right clicking text box gt copy gt right click Page Header Section Paste gt change background color gt change text

bull Repeat above for other Column Titles

Add Column

Titles

8192010

20

QUESTIONS

Thank You - Donrsquot forget to complete our survey

Contact Information

Kathleen Brockel ndash Email kathleenlsntaporg

Tom Bedall ndash Email tbedallproseniorsorg

8192010

16

52

Designing A Crystal Report

bull Add Conditional GF2 Background Color using an even-odd formula

ndash Right Click Group Footer 2 Label gt Section Expert gt Click Color Tab in right window gt Click Formula Editor button

ndash Type

If Remainder (GF2 Running Total2) = 0

then Color (255 255 155) else NoColor

ndash Click Save and Close button gt Ok

53

Designing A Crystal Report

bull The Remainder Function has the following components (numerator denominator)

bull Crystal Reports performs the division internally determines the whole number quotient and the remainder and returns only the remainder

bull In our case the remainder is zero for an even number and 5 for an odd number

54

Designing A Crystal Report

bull Add No ndashTime Warning Box to Report

ndash Field Explorer gt Right Click Formula Fields gt New gt

bull Formula Name Warning Box

Type the following

If

(Sum (Aged 0 to 30 cases1case_id) +

Sum (Time 31 to 60 cases1case_id) +

Sum (Time 61 to 90 cases1case_id))

= 0 then No Time In 90 Days

else

8192010

17

55

Designing A Crystal Report

If (Sum (Aged 0 to 30 cases1case_id) +Sum (Time 31 to 60 cases1case_id))

= 0 then No Time In 60 Dayselse

IfSum (Aged 0 to 30 cases1case_id) = 0

then No Time In 30 Dayselse

ndash Save and close

ndash Drag and drop Warning Box formula field into Group Footer 2

56

Designing A Crystal Report

bull Crystal Reports stops when it encounters a True statement so it is important to make sure the order of the expressions within the formula is correct

bull if expression 2 and 3 is a subset of expression 1 then the correct order is set subset sub-subset

Note that Formulas

are Hierarchical

57

Designing A Crystal Report

bull Format Different Formula Background Colors for Different Warning Messages

ndash Right Click Warning Box Formula Field in Report gt Format Field gt Boarder Tab gt Background gt Background Conditional Formula Button

ndash Type the following

If Warning Formula = No Time In 90 Days then crRed else

If Warning Formula = No Time In 60 Days then crBlue else

If Warning Formula = No Time In 30 Days then crSilver else

crNoColor

8192010

18

58

Designing A Crystal Report

bull Save and Close

bull Font Tab

ndash Style Bold

ndash Color White

bull Border Tab

ndash Left Right Top amp Bottom Single

bull Ok button

59

Designing A Crystal Report

bull Add Report Title

ndash Insert gt Text Object gt Click and drag Cursor cross across Report Header Section to create a text box

ndash Double click inside text box gt Type Open Case Data of

ndash Field Explorer gt Double Click Special Fields gt Drag and drop Data Date field into text box in Report Header and drop following text

60

Designing A Crystal Report

ndash Double click Text box to get to text and click Data Date field to highlight it then right click Data Date field gt Format Data Date gt Choose ldquoMonday March 1 1999rdquo gt Ok

ndash Click text box and using small blue square handles click and drag text box so that it stretches from left to right report margins and is about 5 inches in height

ndash Click on text box and use buttons on formatting menu bar to increase font to 28 point type and center the text

8192010

19

61

Designing A Crystal Report

bull Right click Report Header Section label gt Insert Section Below

bull Repeat text box creation above but leave text box content empty

bull Field Explorer gt Database Fields gt users1 table gt Drag and drop first_name and last_name fields into text box in Report Header and separate them by a space

Add Attorney Name to Report

Title

62

Designing A Crystal Report

bull Right click Group 1 Name field in Group Header 1 Section gt Format Field gt Border Tab gt Check Background checkbox gt Choose Silver from the drop-down gt Paragraph Tab gt Indentations First Line 01 gt Ok

Format Group Name Fields

63

Designing A Crystal Report

bull Add small text box to Page Header Section

bull Add text and format background color font color

bull Copy text box by right clicking text box gt copy gt right click Page Header Section Paste gt change background color gt change text

bull Repeat above for other Column Titles

Add Column

Titles

8192010

20

QUESTIONS

Thank You - Donrsquot forget to complete our survey

Contact Information

Kathleen Brockel ndash Email kathleenlsntaporg

Tom Bedall ndash Email tbedallproseniorsorg

8192010

17

55

Designing A Crystal Report

If (Sum (Aged 0 to 30 cases1case_id) +Sum (Time 31 to 60 cases1case_id))

= 0 then No Time In 60 Dayselse

IfSum (Aged 0 to 30 cases1case_id) = 0

then No Time In 30 Dayselse

ndash Save and close

ndash Drag and drop Warning Box formula field into Group Footer 2

56

Designing A Crystal Report

bull Crystal Reports stops when it encounters a True statement so it is important to make sure the order of the expressions within the formula is correct

bull if expression 2 and 3 is a subset of expression 1 then the correct order is set subset sub-subset

Note that Formulas

are Hierarchical

57

Designing A Crystal Report

bull Format Different Formula Background Colors for Different Warning Messages

ndash Right Click Warning Box Formula Field in Report gt Format Field gt Boarder Tab gt Background gt Background Conditional Formula Button

ndash Type the following

If Warning Formula = No Time In 90 Days then crRed else

If Warning Formula = No Time In 60 Days then crBlue else

If Warning Formula = No Time In 30 Days then crSilver else

crNoColor

8192010

18

58

Designing A Crystal Report

bull Save and Close

bull Font Tab

ndash Style Bold

ndash Color White

bull Border Tab

ndash Left Right Top amp Bottom Single

bull Ok button

59

Designing A Crystal Report

bull Add Report Title

ndash Insert gt Text Object gt Click and drag Cursor cross across Report Header Section to create a text box

ndash Double click inside text box gt Type Open Case Data of

ndash Field Explorer gt Double Click Special Fields gt Drag and drop Data Date field into text box in Report Header and drop following text

60

Designing A Crystal Report

ndash Double click Text box to get to text and click Data Date field to highlight it then right click Data Date field gt Format Data Date gt Choose ldquoMonday March 1 1999rdquo gt Ok

ndash Click text box and using small blue square handles click and drag text box so that it stretches from left to right report margins and is about 5 inches in height

ndash Click on text box and use buttons on formatting menu bar to increase font to 28 point type and center the text

8192010

19

61

Designing A Crystal Report

bull Right click Report Header Section label gt Insert Section Below

bull Repeat text box creation above but leave text box content empty

bull Field Explorer gt Database Fields gt users1 table gt Drag and drop first_name and last_name fields into text box in Report Header and separate them by a space

Add Attorney Name to Report

Title

62

Designing A Crystal Report

bull Right click Group 1 Name field in Group Header 1 Section gt Format Field gt Border Tab gt Check Background checkbox gt Choose Silver from the drop-down gt Paragraph Tab gt Indentations First Line 01 gt Ok

Format Group Name Fields

63

Designing A Crystal Report

bull Add small text box to Page Header Section

bull Add text and format background color font color

bull Copy text box by right clicking text box gt copy gt right click Page Header Section Paste gt change background color gt change text

bull Repeat above for other Column Titles

Add Column

Titles

8192010

20

QUESTIONS

Thank You - Donrsquot forget to complete our survey

Contact Information

Kathleen Brockel ndash Email kathleenlsntaporg

Tom Bedall ndash Email tbedallproseniorsorg

8192010

18

58

Designing A Crystal Report

bull Save and Close

bull Font Tab

ndash Style Bold

ndash Color White

bull Border Tab

ndash Left Right Top amp Bottom Single

bull Ok button

59

Designing A Crystal Report

bull Add Report Title

ndash Insert gt Text Object gt Click and drag Cursor cross across Report Header Section to create a text box

ndash Double click inside text box gt Type Open Case Data of

ndash Field Explorer gt Double Click Special Fields gt Drag and drop Data Date field into text box in Report Header and drop following text

60

Designing A Crystal Report

ndash Double click Text box to get to text and click Data Date field to highlight it then right click Data Date field gt Format Data Date gt Choose ldquoMonday March 1 1999rdquo gt Ok

ndash Click text box and using small blue square handles click and drag text box so that it stretches from left to right report margins and is about 5 inches in height

ndash Click on text box and use buttons on formatting menu bar to increase font to 28 point type and center the text

8192010

19

61

Designing A Crystal Report

bull Right click Report Header Section label gt Insert Section Below

bull Repeat text box creation above but leave text box content empty

bull Field Explorer gt Database Fields gt users1 table gt Drag and drop first_name and last_name fields into text box in Report Header and separate them by a space

Add Attorney Name to Report

Title

62

Designing A Crystal Report

bull Right click Group 1 Name field in Group Header 1 Section gt Format Field gt Border Tab gt Check Background checkbox gt Choose Silver from the drop-down gt Paragraph Tab gt Indentations First Line 01 gt Ok

Format Group Name Fields

63

Designing A Crystal Report

bull Add small text box to Page Header Section

bull Add text and format background color font color

bull Copy text box by right clicking text box gt copy gt right click Page Header Section Paste gt change background color gt change text

bull Repeat above for other Column Titles

Add Column

Titles

8192010

20

QUESTIONS

Thank You - Donrsquot forget to complete our survey

Contact Information

Kathleen Brockel ndash Email kathleenlsntaporg

Tom Bedall ndash Email tbedallproseniorsorg

8192010

19

61

Designing A Crystal Report

bull Right click Report Header Section label gt Insert Section Below

bull Repeat text box creation above but leave text box content empty

bull Field Explorer gt Database Fields gt users1 table gt Drag and drop first_name and last_name fields into text box in Report Header and separate them by a space

Add Attorney Name to Report

Title

62

Designing A Crystal Report

bull Right click Group 1 Name field in Group Header 1 Section gt Format Field gt Border Tab gt Check Background checkbox gt Choose Silver from the drop-down gt Paragraph Tab gt Indentations First Line 01 gt Ok

Format Group Name Fields

63

Designing A Crystal Report

bull Add small text box to Page Header Section

bull Add text and format background color font color

bull Copy text box by right clicking text box gt copy gt right click Page Header Section Paste gt change background color gt change text

bull Repeat above for other Column Titles

Add Column

Titles

8192010

20

QUESTIONS

Thank You - Donrsquot forget to complete our survey

Contact Information

Kathleen Brockel ndash Email kathleenlsntaporg

Tom Bedall ndash Email tbedallproseniorsorg

8192010

20

QUESTIONS

Thank You - Donrsquot forget to complete our survey

Contact Information

Kathleen Brockel ndash Email kathleenlsntaporg

Tom Bedall ndash Email tbedallproseniorsorg