crystal reports training1
Post on 14-Nov-2014
144 Views
Preview:
TRANSCRIPT
The New Standard in Quality Education
Crystal ReportsCrystal Reports
Version 3.0
2 The New Standard in Quality Education
Crystal Reports Overview
Pre-requisites
Introduction
3 The New Standard in Quality Education
Objectives
“To enable you to develop your own reporting solutions in Crystal Reports with confidence”
4 The New Standard in Quality Education
Course Overview
1 Data Structure
2 Simple Report Creation
3 Crystal Report Functions
4 Running Reports
The New Standard in Quality Education
Scala Data StructureScala Data Structure
Section 1
6 The New Standard in Quality Education
Section Overview
What is a Database? How do we connect to the Database? Scala data file structure
7 The New Standard in Quality Education
How Do We Connect to the DB?
Scala5.x Modules
Data Management
Scala ClientWin95, 98, NTWeb Browser
Scala Program Layer
Btrieve or SQL datamanagement layer
Database
8 The New Standard in Quality Education
How Do We Connect to the DB?
Database
Crystal Reports
DDF’s – Describe Database (Btrieve) ODBC – Connects to Database table SY SO BJEC TS
Read Only
11 The New Standard in Quality Education
Data File Structure
Scala Table Naming Definition
MMNNCCYY
Module
Unique Number Company Code
Financial Year
12 The New Standard in Quality Education
Data File Structure
Format of Data files
13 The New Standard in Quality Education
Data File Structure
Format of Fields
14 The New Standard in Quality Education
Data File Structure Database to Interpret field and file
names ScaDBconv.exe Scala5eu.mdb in Scala root directory Table in SQL database
SCA_TAB_COLUMNS
15 The New Standard in Quality Education
Data File Structure
Scala5eu.mdb welcome screen
16 The New Standard in Quality Education
Data File Structure
17 The New Standard in Quality Education
Break
Break
18 The New Standard in Quality Education
Section Review
What is a Database? How do we connect to the Database? Scala data file structure
The New Standard in Quality Education
Simple Report Simple Report CreationCreation
Section 3
20 The New Standard in Quality Education
Section Overview
Report Style SQL Data Files Scala Data Files Scala Data Fields Preview Report
21 The New Standard in Quality Education
Report Creation
Click
22 The New Standard in Quality Education
Report Style
Report A - Stock Listing
Step 1Step 1 - Choose report style- Choose report style
Click
23 The New Standard in Quality Education
Data Source
Step 2Step 2 - Select Data Source- Select Data Source
Click
24 The New Standard in Quality Education
Data Source
Step 3 - Choose Data SourceStep 3 - Choose Data Source
Note the different database options!!
25 The New Standard in Quality Education
Data Source
Step 3 - Choose Data SourceStep 3 - Choose Data Source
Need to supply user name and password
26 The New Standard in Quality Education
Step 4 - Select Scala Data TablesStep 4 - Select Scala Data Tables
Scala Data Files
ClickTo
Finish
Select File(s)
Select Single or Multiple Tables
27 The New Standard in Quality Education
Scala Data Files
Confirmation of Selected Files
Click Next
28 The New Standard in Quality Education
Scala Data Fields
Step 5 - Select FieldsStep 5 - Select Fields
29 The New Standard in Quality Education
Scala Data Fields
Report 1 Stock Listing– Stock Code SC01001– Description Line 1 SC01002– Price Local Currency
SC01004– Stock Balance SC01042
30 The New Standard in Quality Education
Scala Data Fields
Select Fields
Choose Add
31 The New Standard in Quality Education
Field Tab
32 The New Standard in Quality Education
Preview Report
When all fields are selected choose FINISH
Click
33 The New Standard in Quality Education
Report Creation
34 The New Standard in Quality Education
Report Creation You can return to the report expert at
any time by using the function Recommend that the report is saved
before returning to the expert
35 The New Standard in Quality Education
Break
Break
36 The New Standard in Quality Education
Section Review
STEP 1 - Report Style STEP 2 - SQL Data Source STEP 3 - Scala Data Tables STEP 4 - Scala Data Fields STEP 5 - Preview Report
The New Standard in Quality Education
ExerciseExercise
Exercise 1
Customer Listing
The New Standard in Quality Education
Crystal ReportsCrystal Reports
Section 3
39 The New Standard in Quality Education
Section Overview
Design & Preview Report Options Guidelines Refreshing Data Right Click Sections
40 The New Standard in Quality Education
Design & Preview Tabs
41 The New Standard in Quality Education
Design & Preview Tab
42 The New Standard in Quality Education
Preview Tab
43 The New Standard in Quality Education
Report Options
Options Report Options
44 The New Standard in Quality Education
Options
45 The New Standard in Quality Education
Options
46 The New Standard in Quality Education
Options
47 The New Standard in Quality Education
Guidelines
48 The New Standard in Quality Education
Refreshing Data
F5 Refreshes Data or Preview Sample
49 The New Standard in Quality Education
Refreshing Data
Preview Sample
50 The New Standard in Quality Education
Right Clicking
Useful in many areas of Crystal
Short Cut to menu options
51 The New Standard in Quality Education
The Magic Button
Undo / Redo
52 The New Standard in Quality Education
Sections
Left-hand side of design tab shows report sections
ReportSections
53 The New Standard in Quality Education
Sections
Right-hand clicking in the sections area brings up menu
Format sections command gives further details of sections.
Section can be hidden allowing drill down function or suppressed
54 The New Standard in Quality Education
Sections
55 The New Standard in Quality Education
Section Review
Design & Preview Report Options Guidelines Refreshing Data Right Click Sections
The New Standard in Quality Education
FormattingFormatting
57 The New Standard in Quality Education
Section Overview
Adjusting Headings Increasing Field Width Adding new fields Adding Special fields Selection Expert Sorting Grouping Parameters
58 The New Standard in Quality Education
Adjusting Headings
Highlight field To rename double click or | edit |
text object As with many windows products
Crystal Reports supports drag and drop and copy and paste
59 The New Standard in Quality Education
Increasing Field Width
Highlight the field
Place pointer on blue boxes it changes to arrow
Field width and height can be adjusted by dragging arrow
60 The New Standard in Quality Education
Adding New Fields
Text Field
Drag And Click to Drop
61 The New Standard in Quality Education
Adding New Fields
Field Explorer
62 The New Standard in Quality Education
Adding New Fields
Database fields
Select field
63 The New Standard in Quality Education
Adding Special Fields
64 The New Standard in Quality Education
Adding Special Fields A number of the special field values are
set in Summary info from file menu
65 The New Standard in Quality Education
Selection Expert Choose Select Expert
Then choose field to select items from. Report on non-report field
66 The New Standard in Quality Education
Selection Expert
Default to AND can change to OR through formula
67 The New Standard in Quality Education
Selection Expert
Example of Selection terms
New!
68 The New Standard in Quality Education
Sorting Records
You can sort by multiple columns.
69 The New Standard in Quality Education
Brings up sort box
Automatic sort by column 1
Sort Expert
ReportFields
SortFields
Sort Direction
70 The New Standard in Quality Education
Grouping
Used to group data together Similar to sorting but adds headers and
footers
71 The New Standard in Quality Education
Grouping
Used in Sub-Totaling User can define the order
72 The New Standard in Quality Education
Grouping
Define Order
Extra Options on Date field
73 The New Standard in Quality Education
Grouping
Specified Grouping – User defined order
Select Groups
74 The New Standard in Quality Education
Grouping
Example of Grouping
75 The New Standard in Quality Education
Parameters
Used with selection terms Provides an easy way to change
selection terms when a report is refreshed
Parameter can be used as a field in the report. For Example in the report title.
Compatible with compiled reports or web based reports
76 The New Standard in Quality Education
Parameters
Then click icon to create new parameter
77 The New Standard in Quality Education
Parameters
Text that appears when report is run
Type
Allows parameter to hold single value or multiple values and Ranges. Experiment to see affect
Next Screen
78 The New Standard in Quality Education
Parameters
Warning on Usage
79 The New Standard in Quality Education
Parameters
Example of Usage
80 The New Standard in Quality Education
Parameters
Enter Parameter as selection terms Parameter field denoted as (? Field)
Now refresh data
81 The New Standard in Quality Education
Parameter
82 The New Standard in Quality Education
Section Review
Adjusting Headings Increasing Field Width Adding new fields Adding Special fields Selection Expert Sorting Grouping Parameters
The New Standard in Quality Education
ExerciseExercise
Exercise 2
84 The New Standard in Quality Education
Break
Break
The New Standard in Quality Education
Totalling and Totalling and Formula’sFormula’s
Section 6
86 The New Standard in Quality Education
Section Overview
Strings Converting Strings Totalling / subtotalling and
summaries Converting Dates
87 The New Standard in Quality Education
Strings Scala 5.1 SQL holds the majority of
fields in the correct format. However due to historical reasons some fields will need to be converted
Strings are collections of characters alpha and/or numeric
Strings need to be converted to numbers for Crystal to perform operations
88 The New Standard in Quality Education
Converting Strings to Numbers
Create a new formulaClick New
89 The New Standard in Quality Education
Converting Strings to Numbers
Give the formula a name
Tip - Give your formula name the column name
90 The New Standard in Quality Education
This then brings up formula editor box
Converting Strings to Numbers
Operators
Formula Text
Fields
Functions
91 The New Standard in Quality Education
To convert a string to a number type
ToNumber({Field name})
Be careful of Brackets– (,) = function– {,} = field– [,] = field value (Seen later)
Converting Strings to Numbers
Function Field
92 The New Standard in Quality Education
Converting Strings to Numbers
93 The New Standard in Quality Education
Converting Strings to Numbers
Unfortunately this formula does not always work.
Scala leaves blanks in database instead of zeros.
Therefore we need to add to the statement
If {field_name} = “” Then 0
Else ToNumber({Field_Name})
The New Standard in Quality Education
ExerciseExercise
Exercise 3
95 The New Standard in Quality Education
Totalling and Sub-totalling
Sub total or grand total fields must be numeric.
Highlight the field you require a total for and select totalling from insert drop down menu.
96 The New Standard in Quality Education
Totalling and Sub totalling Right hand clicking on the report
field will also bring up a shortcut method to enter totalling.
If the options are missing on the menu you have not chosen a numeric field
97 The New Standard in Quality Education
Sub-totalling Entering a sub-total
98 The New Standard in Quality Education
Totalling Insert grand-totals
Choice of sum, maximum, minimum, average etc. Field printed in report footer
99 The New Standard in Quality Education
Summaries Similar to subtotal
but will give same
totalling options as
grand total function
100 The New Standard in Quality Education
Converting Dates
Again the majority of dates in Scala database are held as datetime or date fields. However some may need conversion from a string field
1998091519980915
YYYYMMDDYYYYMMDD
101 The New Standard in Quality Education
Converting Dates
Conversion requires following formula:
– If {Field_Name} = “” then – Date(0,0,0) Else– Date(ToNumber({field_name}[1 to 4]),– ToNumber({field_name}[5 to 6]),– ToNumber({field_name}[7 to 8]))
102 The New Standard in Quality Education
Section Review
Strings Converting Strings Totalling / subtotalling and
summaries Converting Dates
The New Standard in Quality Education
ExerciseExercise
Exercise 4
The New Standard in Quality Education
Formatting Numbers & Formatting Numbers & DatesDates
Section 7
Optional
105 The New Standard in Quality Education
Section Overview
Formatting Strings Formatting Numbers Formatting Dates Conditional Formatting Highlight Expert Top N Selection Report Alerts Running Totals SQL Expressions
106 The New Standard in Quality Education
Formatting Strings
Right-hand click
on field or chose
format field from
format menu
107 The New Standard in Quality Education
Formatting Numbers
Extra Format
Tab
108 The New Standard in Quality Education
Formatting Numbers
109 The New Standard in Quality Education
Formatting Dates Extra Format
Tab Choose
Customize
110 The New Standard in Quality Education
Conditional Formatting
Conditional
Vs Absolute
Select a number field for this example
111 The New Standard in Quality Education
Conditional Formatting
Brings up the Formula Editor Box
112 The New Standard in Quality Education
Conditional Formatting
Button Changes to Red indicating value is controlled conditionally
113 The New Standard in Quality Education
Conditional Formatting
Conditional formatting can be used throughout Crystal reports
Advanced technique that is particularly useful in dealing with Sections
114 The New Standard in Quality Education
Highlight Expert
Works similarly to previous example of conditional formatting
Gives a Traffic Light effect to the data
115 The New Standard in Quality Education
Highlight Expert
116 The New Standard in Quality Education
Report Alerts
Similar to Highlight expert but a window appears when a report is run to indicate records correspond to a certain set of conditions
For Example – when printing a customer statement shows customers with a balance exceeding £1000
New functionality in Crystal 8.5
117 The New Standard in Quality Education
Report Alerts
118 The New Standard in Quality Education
Report Alerts
119 The New Standard in Quality Education
Report Alerts
120 The New Standard in Quality Education
Report Alerts
When report data is refreshed the report will then produce an exception report
121 The New Standard in Quality Education
Top N Expert
Used for finding the top N on any column. For example the top 20 outstanding supplier balances on purchase ledger.
122 The New Standard in Quality Education
Top N Selection You must create a sub total or
summary before the top N selection will work.
Specify value of N
123 The New Standard in Quality Education
Running Totals
Used to create cumulative totals in reports
Totals will be dependent on the grouping of the report
124 The New Standard in Quality Education
Running Total
125 The New Standard in Quality Education
SQL Expression Fields Used only with SQL compatible
databases Allow SQL syntax to entered in Crystal
report Improves report performance when
grouping, selecting or sorting data as query is run on server instead of workstation
Limited in functionality compared with crystal formulas
126 The New Standard in Quality Education
SQL Expression Fields Creating a new SQL expression
127 The New Standard in Quality Education
SQL Expression Fields
Note limited functionality
128 The New Standard in Quality Education
Field Explorer
Insert
BrowseData Only New Edit Rename Delete
Toggle FieldType
129 The New Standard in Quality Education
Field Explorer ? denotes Parameter field @ denotes formula field Σ denotes SUM or group field # denotes running total % denotes a SQL expression
130 The New Standard in Quality Education
Section Review
Formatting Strings Formatting Numbers Formatting Dates Conditional Formatting Highlight Expert Top N Selection Report Alerts Running Totals SQL Expressions
The New Standard in Quality Education
ExerciseExercise
Exercises 5
The New Standard in Quality Education
Linking TablesLinking Tables
Section 8
133 The New Standard in Quality Education
Section Overview
Why link tables Rules of linking What is an indexed field How to link tables
134 The New Standard in Quality Education
Why Link Tables
Scala holds data in multiple data files
For the majority of reports data files need to be linked.
Warning! Linking files will slow down report speed. Keep the number of data files to a minimum.
135 The New Standard in Quality Education
Rules Of Linking
Not all data files can be linked directly
Data files must have common element
Performance is improved if the common element is an indexed field
136 The New Standard in Quality Education
Rules of Linking
Linking must be done in a logical sequence
It must flow through the report Jot down blueprint of report before
starting to build it
137 The New Standard in Quality Education
Linking Tables How do we link the following tables
together – Start with SL01
OR01
OR03 SL01
SC01
Order NoStock Code
Customer Code
138 The New Standard in Quality Education
What is an indexed field?
A field that the data file uses as a sort or search key
Example Telephone directory
Smith A J 23 North Parade, Horsham 01403 215998
= The Index (Ordering)
Smith A J 23 North Parade, Horsham 01403 215998
= The Primary Key
139 The New Standard in Quality Education
What is an indexed field?
2307 Clive's Coffee Shop Customer Address
2087 Arnot Limited Customer Address
2498 Drew PLC Customer Address
2190 Blackmore Electronics Customer Address
Key 1 Key 2
2087
2190
2307
2498
Index 1
2307 Clive's Coffee Shop Customer Address
2087 Arnot Limited Customer Address
2498 Drew PLC Customer Address
2190 Blackmore Electronics Customer Address
Key 1 Key 2Index 2
Arnot Limited
Drew PLC
Blackmore Electronics
Clive's Coffee Shop
Drew PLC
140 The New Standard in Quality Education
How to Link Tables
To an existing report
SelectIn this example use report with SL01 and link SL03
141 The New Standard in Quality Education
How to Link Tables
Select
142 The New Standard in Quality Education
How to Link Tables
143 The New Standard in Quality Education
How Link Tables
OK
144 The New Standard in Quality Education
How to Link Tables Smart Linking works on following
conditions– Field name is same in both tables– Field size is the same in both tables– Field type is the same in both tables
Note: Because of this you may receive warnings when linking tables because of different data type
Linking can only be done between database fields. (NOT FORMULA’S)
145 The New Standard in Quality Education
How to Link Tables
Drag and Drop from SL01001 to SL03001
146 The New Standard in Quality Education
Linking Tables
Crystal supports different join typesOne to One (equal)One to Many (Left Outer)Many to One (Right Outer)And others….
147 The New Standard in Quality Education
Linking Tables
Once the tables are linked click OK The fields in the table then become
available to report on To return to the visual linking expert
148 The New Standard in Quality Education
Section Review
Why link tables Rules of linking What is an indexed field How to link tables
The New Standard in Quality Education
ExerciseExercise
Exercise 6
150 The New Standard in Quality Education
DAY 2 - Overview
Scala Database Structure Simple Report Creation Crystal Functionality Formatting More formatting and field types Linking Tables
152 The New Standard in Quality Education
Section Review
Pictures and Logo’s Hyperlinks Lines / Boxes Charting Mapping Function Report Style / Auto Arrange
153 The New Standard in Quality Education
Extra Functionality
Picture files can be embedded in report to give them a professional finish
Crystal supports
bitmap BMP, jpeg
JPG, tiff and png files
154 The New Standard in Quality Education
Extra Functionality
In the properties of the picture or any field a hyperlink can be set so when clicking on the logo it takes you directly to the web site
155 The New Standard in Quality Education
Extra Functionality
156 The New Standard in Quality Education
Lines and Boxes
These extra formatting tools are available from the insert menu
157 The New Standard in Quality Education
Lines and Boxes
158 The New Standard in Quality Education
Charting
Tool can be used to create professional looking graphs and charts that can be embedded into the Crystal report
Drill down functionality can be used in conjuncture with charts
Charting works on subtotal values in the report however the whole report can be suppressed with just the chart being visible
159 The New Standard in Quality Education
Charting
160 The New Standard in Quality Education
Charting
161 The New Standard in Quality Education
Charting
The New Standard in Quality Education
Exercise
Exercise 7
The New Standard in Quality Education
Running ReportsRunning Reports
Section 9
171 The New Standard in Quality Education
Section Overview
Exporting What is compilation and
Distribution? Compiling Report Distribution Expert Web Reporting
172 The New Standard in Quality Education
Exporting
Crystal has links with other software including excel, adobe, HTML, RTF, text and XML
To export report file | print | export or
173 The New Standard in Quality Education
Exporting
The report can also be emailed or saved to an exchange or lotus notes folder for publication
174 The New Standard in Quality Education
What is Compilation?
Reports can be saved as an executable
Report users then need no knowledge of Crystal design tools - they can just run the report
Selection terms or parameters can be changed
175 The New Standard in Quality Education
Compiling Historically Seagate software has
included the compiling and distributing tool as part of the standard product
In Version 8 & 8.5 this tool was replaced by web reporting however due to demand they included an update to the product which can be downloaded at
http://www.crystaldecisions.com/
176 The New Standard in Quality Education
Compiling
Select compile report from report menu
177 The New Standard in Quality Education
Compiling
Brings up compile box
Click OK to compile
File name
No
178 The New Standard in Quality Education
Compiling
Users can run compiled reports only if they have crystal reports installed on their workstation
179 The New Standard in Quality Education
Compiling
Defaults to refresh if no data saved with report
180 The New Standard in Quality Education
Report Distribution Expert
Can be used where user does not have Crystal installed
Copies program files that report needs to run.
Users who run report will need to ODBC connection to the Scala Database set-up
181 The New Standard in Quality Education
Report Distribution Expert
Can Distribute more that one report at a time
Indicate shared destination directory
182 The New Standard in Quality Education
Report Distribution Expert
This expert will then run the report in the background and prepare a list of dll’s it needs to run the report. It warns about ODBC components but doesn’t include them
You can adjust the included dll’s but this is not recommended
Then click on build which produces a setup.exe file which then needs to be run on clients
183 The New Standard in Quality Education
Web Reporting
Crystal Version 8.5 requires crystal enterprise in order to run web reports
If you purchased the Professional or Developer edition of Crystal Reports, then you also received the Crystal Enterprise Standard CD, along with five free concurrent access licenses of Crystal Enterprise Standard.
More information is available on the fact sheet
184 The New Standard in Quality Education
Web Reporting
Scala’s new product iScala Web reporter uses Crystal enterprise technology
Crystal enterprise is not currently included in this course
185 The New Standard in Quality Education
Section Review
Exporting What is compilation Compiling Report Distribution Expert Web Reporting
The New Standard in Quality Education
ExerciseExercise
Exercise 8
The New Standard in Quality Education
Database FeaturesDatabase Features
Section 11
188 The New Standard in Quality Education
Section Overview
Crystal Report Functions Crystal Data Dictionaries Crystal SQL Designer SQL Views Scala SQL View Manager
189 The New Standard in Quality Education
Crystal Report Functions
SQL query produced automatically when building the report
This query can be viewed and manually edited in Crystal reports
190 The New Standard in Quality Education
Crystal Report Functions
191 The New Standard in Quality Education
Verifying Database
If database is changed while user is connected in Crystal need to run function in order to update Crystal
202 The New Standard in Quality Education
SQL Views
Can only be written by a system manager of the SQL server
Similar in design to Crystal SQL designer however far more powerful
Are important for reporting in certain area of Scala as they cut down the number of sub-reports needed and cut down on complexity of report
203 The New Standard in Quality Education
SQL Views
Improve Crystal report performance as sorting and linking completed on the server
Need access to SQL enterprise manager in order to build views
204 The New Standard in Quality Education
SQL Views
205 The New Standard in Quality Education
SQL Views
Tables and Linking
Select Columns sorting and criteria
SQL Query
Result Set
206 The New Standard in Quality Education
SQL Views
207 The New Standard in Quality Education
SQL Views
SQL Views are particularly useful for– Creating Alias for column names
» E.g. SL01001 = Customer Code– Changing data types for Columns– Working with tables SY24 general code file
and SL23 payment / delivery terms– Working with General ledger transaction
file GL06 which contains a binary field type for transaction type
208 The New Standard in Quality Education
Scala SQL view Manager
Include on the application CD– Convert\SQL view manager.exe
Translates column numbers into meaningful names by the way of creating SQL views for each table
209 The New Standard in Quality Education
Scala SQL view Manager
210 The New Standard in Quality Education
Scala SQL view Manager
211 The New Standard in Quality Education
Scala SQL view Manager
212 The New Standard in Quality Education
Scala SQL view Manager
Views need to be created for each company
Recreate views when a new financial year is created in Scala
Recreate views when a service release is applied to Scala
213 The New Standard in Quality Education
Section Review Crystal Report Functions Crystal Data Dictionaries Crystal SQL Designer SQL Views Scala SQL View Manager
The New Standard in Quality Education
Exercise
Exercise 9
The New Standard in Quality Education
Report ExpertsReport Experts
Section 11
Optional
216 The New Standard in Quality Education
Section Overview
Standard Form Letter Form Cross-Tab Sub-Report Mail Label Drill Down OLAP
217 The New Standard in Quality Education
Report Experts
218 The New Standard in Quality Education
Report Experts
Drill down report created by hiding sections
Mail Label Report – Self Explanatory OLAP report (On-Line Analytical
Processing). – Uses cubes of data to report on – Cubes Create with SQL server – Advanced Technique
219 The New Standard in Quality Education
Form Report
Form report asks for bitmaps for different sections of report. These bitmaps need to be created first outside Crystal
An example of a report using Form expert is in Section 6 of the course binders
Get Similar result inserting pictures into sections
220 The New Standard in Quality Education
Form Letter
Used for sending out letters with data from database
Design the report as usual getting the basis or the report together with the Expert
Example in Section 6 of Course Binders Form Letter creates one large text block
per section
221 The New Standard in Quality Education
Form Letter
222 The New Standard in Quality Education
Form Letter
223 The New Standard in Quality Education
Cross Tab
Cross Tab combines the use or rows and columns along with a summarized field
Expert creates the cross tab in report header section
Example of Cross Tab in section 6 of the course binders
224 The New Standard in Quality Education
Cross Tab
225 The New Standard in Quality Education
Cross Tab
Summarized field format
226 The New Standard in Quality Education
Cross Tab
227 The New Standard in Quality Education
Sub Report Can be used to combine any two
reports together Example In Section 6 of Course
Binders A Sub report can be entered into an
existing report using the function on the insert menu
Sub Reports can be linked using a common element ( parameter field )
228 The New Standard in Quality Education
Sub Report
229 The New Standard in Quality Education
Sub Report
230 The New Standard in Quality Education
Sub Report
The sub report is inserted into a section on the main report and is run every time that section occurs
The sub Report is an advanced technique but can provide good results.
Data can be passed from the sub report to the main report by the use of variables
231 The New Standard in Quality Education
Section Review
Standard Form Letter Form Cross-Tab Sub-Report Mail Label Top N OLAP
The New Standard in Quality Education
ExerciseExercise
Exercise 10
The New Standard in Quality Education
Appendices
The New Standard in Quality Education
Appendix AAppendix A
Section 14
Reporting on Accounting Reporting on Accounting StringsStrings
235 The New Standard in Quality Education
Accounting Strings
In Scala 5 accounts cost centres etc are not in separate fields they are held in one long field.
Therefore to produce reports you may need to Separate this field into each dimension.
Before you start you need to know the exact length of each dimension
236 The New Standard in Quality Education
Accounting Strings
To separate accounting string you will need to use formulas
237 The New Standard in Quality Education
Accounting Strings
238 The New Standard in Quality Education
Accounting Strings
If account code is longer than 6 just adjust the field values at end of formula
Continue on like this for cost centre, product, project etc.
239 The New Standard in Quality Education
Accounting Strings
You may get problems with the previous formula if you are using alpha numeric cost centres, products or projects.
As we have seen before these does not convert to a number
If this is the case then use the next formula
240 The New Standard in Quality Education
Accounting Strings
241 The New Standard in Quality Education
Accounting Strings
242 The New Standard in Quality Education
Accounting Strings
The trim function does exactly what it says it trims a field down to the lengths controlled by the square brackets [].
The New Standard in Quality Education
ExerciseExercise
Exercise 11
The New Standard in Quality Education
Appendix B
Converting Reports from Btrieve to SQL
245 The New Standard in Quality Education
Crystal Reports
Converting report from BTR to SQL Open up the crystal report and select
convert database driver from the database drop down menu
246 The New Standard in Quality Education
Crystal Reports
Select the correct data source
247 The New Standard in Quality Education
Crystal Reports
Then get error as below– Solution set location of data files in
database drop down menu (remove the .dat at the end)
248 The New Standard in Quality Education
Crystal Report
249 The New Standard in Quality Education
Crystal Reports
Map the fields across to the SQL database
The SQL database holds all field names as numbers e.g. SC01001 for stock code. Therefore use the scala5eu.mdb database to lookup the correct field codes for field names
Alternatively create views from the SQL database using the SQL view manager and map your fields to theses
250 The New Standard in Quality Education
Crystal Reports
251 The New Standard in Quality Education
Crystal Reports
Once all data files are mapped across check the visual linking expert for the correct file linking
Then run report. The report will probably give errors due to the different types of field type e.g. Numbers are formatted as numbers in SQL not as strings
Then check report is returning the same information / totals
252 The New Standard in Quality Education
Btrieve
253 The New Standard in Quality Education
Btrieve Data Tables
254 The New Standard in Quality Education
Data File Structure Btrieve
Scala5
DAT
GLPL
GL06ccyy.DATcc = Company Codeyy = Financial Year
255 The New Standard in Quality Education
Btrieve DDF Files
Description of files, fields, indexes
Gives location of Data Btrieve Information database Scala5
File.ddfField.ddfIndex.ddf
256 The New Standard in Quality Education
Crystal Report Errors
Click
Click
257 The New Standard in Quality Education
Crystal Report Errors
SolutionSolution– Set Location of Scala’s data files
Click
258 The New Standard in Quality Education
Set Location
259 The New Standard in Quality Education
Set Location
Set Location
Select File Location
260 The New Standard in Quality Education
Set Location
The setting of location only needs to be done once.
Each subsequent time the report is ran Crystal will find the data.
261 The New Standard in Quality Education
DDF Builder Scala 5.1 Btrieve does not come with
the data dictionary files (DDF) these files need to be created using a program called Scala DDF Builder
The Scala DDF Builder can create DDF’s for companies, years and modules
262 The New Standard in Quality Education
Crystal Reports
To install DDF Builder
263 The New Standard in Quality Education
Crystal Reports
264 The New Standard in Quality Education
Crystal Reports
265 The New Standard in Quality Education
Crystal Reports
266 The New Standard in Quality Education
Crystal Reports
267 The New Standard in Quality Education
Crystal Reports
268 The New Standard in Quality Education
Crystal Reports
269 The New Standard in Quality Education
Crystal Reports
270 The New Standard in Quality Education
Crystal Reports
271 The New Standard in Quality Education
Crystal Reports
272 The New Standard in Quality Education
Crystal Reports
273 The New Standard in Quality Education
Crystal Reports
274 The New Standard in Quality Education
Crystal Reports
275 The New Standard in Quality Education
Crystal Reports
276 The New Standard in Quality Education
Crystal Reports
277 The New Standard in Quality Education
Crystal Reports
Help for DDF builder– If you install DDF builder to the Default
location help can be found in » C:\program files\DDFstart\ddfbuilder.hlp
At year end you can add the next years DDF files to you current files
This program saves a lot of time over smithware DDF builder although it is not as reliable
top related