getting started with crystal reports lesson 1 · 2009-12-07 · this class is designed for…...
TRANSCRIPT
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Activant Solutions
Optimizing Crystal Reports
Course 3 of 3Crystal Reports suite
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This class is designed for…
Activant users that are:responsible for creating reportsfamiliar with the Prophet 21 databases
Basic knowledge of Crystal Reports‘Getting Started with Crystal Reports’ and ‘More Crystal Reports’ WBT courses (or similar knowledge)
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Objectives
Set up parametersInsert graphsConditionally format dataCreate dynamic report headerCreate ‘Top N’ / ‘Bottom N’ reports
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This course will NOT cover…
Installation of Crystal ReportsSetting up your Data SourceCrystal’s Report WizardBasic Crystal Report writingProphet 21 Databases
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Let’s review what was covered in the More Crystal Reports WBT!
Create a report that shows only backordered items in the order filesUse the p21_order_view tableInclude on the report:
Supplier NameItem IdOrder Number Customer’s ship to nameOrder DateQty on BackorderLine Item Required Date
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Parameters
Prompts user for information
Flexible
Set defaults
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Select Expert without Parameters
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Create Parameter
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Create Parameter
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Choose Value Type and Set Options
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Set Defaults
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Choose Dynamic Defaults
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Choose Static Defaults
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New Parameter in Field Explorer
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Select Expert with Parameter
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Prompt
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Dynamic Report Headers
Information changes based upon parametersProvide useful information
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Insert Text Object
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Insert Parameter Field
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Format Field
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Before Formatting
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After Formatting
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Conditional Formatting
Formatting based upon “rules”Provides an easy way to distinguish differences
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Conditional Format
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Create Formula
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Change to Format Editor
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Report Data Before
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Report Data After
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Charts
ColorfulEasy to createDynamic
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Charts
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Charts
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Choose Chart
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Data
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Axes
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Options
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Color Highlight
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Text
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Sample Chart
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Top N / Bottom N
Determines the order in which groups are displayedLimit to Top 5 or Bottom 5
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Top N / Bottom N
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Top N / Bottom N
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Top N / Bottom N
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Top N / Bottom N
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Top N / Bottom N
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Hide / Suppress Data
Limit what is printed on reportHide – allows drill downSuppress – no drill down allowed
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Before Hide
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Hide
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Hide
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Hide
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Tips, Tricks and Thoughts
Set LocationUsing more than one table in a reportFormulas
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Set Location
When using report created by someone elseTells Crystal Report where to go for your data
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Using More than One Table in a Report
Multiple tables, views, data sourcesLink/Join
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Formulas
Comparing fields to one another with select expertGrouping information based upon your own set of rulesCommonly used formulas
If…then…elseCount/Distinct Count
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Summary
Created parametersDynamic headerConditionally format dataInsert graphsTop N / Bottom NHide/Suppress Data
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