w503r getting started with business objects crystal reports · 2007-02-27 · summit 2007: get...
TRANSCRIPT
Summit 2007: Get Connected
W503 - Getting Started with Business Objects' Crystal ReportsPre-requisites: None
Crystal Reports is the standard for high performance enterprise reporting. This session has been designed to give you confidence when creating your first Crystal report. Using a generic database, you'll learn the very basics of how to get started creating reports for your business.
Lori SalamoneApplication Consulting
Wednesday, 2:30 p.m.
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Objectives
Overview of connection to SQL/ODBC
Discuss features and benefits
Review the basic report types
Create a report with the Report Wizard
Learn about the basic sections of a report
Understand the basic field types
Formatting and placing text objects
Totaling and summarizing
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Return On Investment Opportunity
Knowledge is powerWhat are your top 20 customers?Do your salesreps know who and what to target? Are you profitable running around servicing cash customers?
Save time!Format once, run foreverMaintain only one
Prompts Rolling date ranges
Use hours saved to increase revenue
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Qantel SQLODBC
SQL ServerODBC
Transoft/FDEODBCODBC
TransoftOpenlink
Reference
NoTurnsYesAdd-onYesStanpakYesIncludedYesSDIYesIncludedYesProphet 21YesIncludedYesPreludeNoAdd-onYesFaspacNoAdd-onYesDISCNoDepends*YesD2KYesAdd-onYesArrayNoIncludedYesAcclaim
Edit?Add-on?ODBC?Software
* D2K – Add-on prior to 9400
Activant Software ODBC Capabilities
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Features and Benefits
Easy-to-use graphical interfaceDrill down capabilities when previewing reportsCan print /export reports to a variety of formatsQuickly and easily create graphs within a reportWorks with most types of databasesExtensive help screensAnd much more
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6Menu Bar Tool Bars
Insert Tool Bar
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Basic Report Types
Report WizardBlank StandardCross-TabMailing Labels OLAP
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Desired Result
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Report Wizard
Excellent starting point for understanding the many features of Crystal ReportsCan quickly and easily create a report “on-the-fly,” and then later fine-tune the reportSeries of steps to build pieces of the template
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Report Wizard
DatabaseTablesFieldsGroupingSummaries / SubtotalsFilters / CriteriaSortingGraphingTemplate / Style
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Report Wizard – Database
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Report Wizard – Tables
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Report Wizard – Links
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Report Wizard – Fields
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Report Wizard – Grouping
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Report Wizard – Summaries
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Report Wizard – Sorting
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Report Wizard – Chart
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Report Wizard – Filter / Criteria
Field
Operator
Condition(s)
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Report Wizard – Template
AutoFormatsBoldLinesGraphsColors
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Report Wizard – Results Preview Tab
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Report Wizard – Results Design Tab
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Report Wizard
Application demonstrationCreate a report using the wizard Show customer sales InformationGroup by customer nameSelect order date range
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Design Window
Blank new template
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Basic Sections of a Report
There are five basic sections of a reportReport headerPage headerDetailsReport footerPage footer
Area boundaries for guidance (do not print)Each section can be broken into “multiple” sections for enhanced formatting capabilities
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Formatting Text / Placing Text Objects
“Right-click” on any objectUse iconsUse arrows or mouse
Shift+Arrow changes the sizeArrow moves the field
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Formatting Results
Note the sections in the preview tab referencing the design tab to help understand the report and to format data
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Formatting
Application demonstrationEnter parameter for Summary/Detail PromptAdd formula to detail section in Section ExpertAdd formula to a field to turn red if < 10
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Field Explorer
DatabaseFormulaParameterGroup NameSpecial
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Formula Fields
Right-click to create a new fieldIn the Formula Editor, choose from a variety of fields, functions, and operators “If Then Else” logic is supported
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Formula Fields
Drag and drop from Field Explorer to the report
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Formula Fields
Right-click field to insert summary
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Formula Fields – Design Tab
Add summaries in all desired sectionsTotal per group – per customerGrand total for all at the end of the report
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Formula Fields – Preview Tab
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Formula Fields
Application demonstrationEnter parameter for Summary/Detail PromptAdd formula to detail section in Section ExpertAdd formula to a field to turn red if < 10
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Summary Reports
Right-click over section area and choose Section Expert
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Summary Reports
Choose sectionChoose option (Hide)
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Summary Reports – Design Tab
Hide or suppress all SectionsDetailsGroup Header
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Summary Reports – Preview Tab
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Summary Reports – Sorting
Sort by Value vs. Group
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Summary Reports - Sorting
!
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Summary Reports
Application demonstrationHide detail in Section ExpertChange sort to see top sales
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Suggested Action Plan
Install Business Objects’ Crystal ReportsSet up ODBC connectionInterview management staffDesign desired end resultIdentify data in the system that is neededCreate the report fully within Crystal Reports
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Additional Resources
T703 - Crystal Beyond the BasicsThursday 3:45 p.m. - 4:45 p.m.
Any database class about your productWeb-Based Training: Crystal Reports Suite Activant Report Writer - [email protected]
Summit 2007: Get Connected
© 2007 Activant Solutions Inc. All Rights Reserved
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Summary
Creation of a report via the Report WizardUnderstanding of the Report Design TemplateFormatting for one-time setupProgramming a formula Creating a Summary Report
© 2007 Activant Solutions Inc. All Rights Reserved
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Thank You for Attending
W503 - Getting Started with Business Objects’ Crystal Reports Lori SalamonePlease submit the Session Feedback Form
To receive NASBA credits, please be sure to complete the Session Feedback Form and sign the class roster in the back of the room
Session Feedback Form Summit 2007 – Las Vegas, NV
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