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Inhaltsverzeichnis

Crystal Reports 2008

1

Contents

26

About Crystal Reports

28

Locate information quickly

29

Sample Reports

29

What's New in Crystal

31

Reports 2008 SP3

31

Introduction

32

Example:

34

Installing Crystal Reports

35

2008 SP3

35

Installation requirements

37

Customizing your installation

43

Running a silent installation

45

Setting custom banners

51

Quick Start

53

Sample data - Xtreme.mdb

54

Quick start for new users

56

Before you begin

57

Creating the report

57

Selecting a database to use

58

Report sections

60

Inserting a field

60

To insert a field

61

Understanding fields

62

Adding additional fields

63

Selecting fields

63

Resizing fields

64

Reviewing your work

64

Adding a title

68

Adding a field heading

70

Saving the report

70

To enter selection criteria

72

Deleting a field

74

Balancing field spacing

75

Grouping and sorting

76

Completing the report

80

Basic report design

90

Report Design Concepts

91

Details area

97

Group Footer

97

Report Footer

97

Page Footer

97

To design a paper prototype

98

Report creation options

100

New report

101

Report Creation Wizards

101

Another report

101

The Database Expert

102

Data tab

103

Introduction to Reporting

104

Design tab

108

Design tab areas

109

Preview tab

112

Standard view

113

Preview Panel

113

Group Tree

114

The Parameter Panel

115

Creating a new report

118

Adding tables

119

Linking multiple tables

120

Formula fields

123

SQL Expression fields

123

Parameter fields

124

Running total fields

125

Special fields

125

Text objects

126

Picture fields

127

Hyperlink fields

128

To create a hyperlink field

129

Drill-down cursor

132

Using the zoom feature

133

To add a report title

134

Shortcut Menus

139

The Dependency Checker

140

Shortcut Menu

141

Opening and docking explorers

142

Beyond basic reports

143

Repository?

146

Repository

148

Adding a custom function

153

Adding a command

153

Adding a command to a report

155

To modify a repository object

157

To set the update option

158

Using Undo in the repository

159

Overview

162

BusinessObjects Enterprise

165

Using faster report formats

166

Live data

167

Saved data

168

Designing summary reports

169

Using subreports carefully

170

Using linked subreports

171

For more information

172

Using table indexes

174

To link tables effectively

175

PC Databases

179

SQL Databases

180

Consideration 1

180

Consideration 2

181

Consideration 3

181

Consideration 4

182

Consideration 5

182

Performing grouping on server

186

Record Selection

191

Selecting records

192

Using the Select Expert

193

Single values

200

Range of values

200

Selecting records using dates

201

Sorting data

210

To sort your data

213

Group and sort direction

218

Grouping data

219

Creating custom groups

220

Sorting groups conditionally

221

To sort a group conditionally

222

Sorting records within groups

223

Group selection

224

Using selection formulas

226

Grouping data in intervals

229

5. Click the New button

230

Grouping data hierarchically

233

To summarize grouped data

242

Related Topics

243

Summarizing grouped data

244

Subtotaling

248

Percentages

252

Live headers

254

Group name with text

255

Headers for custom groups

256

Suppressing group headers

257

Running Totals

259

Understanding running totals

260

Creating running totals

263

About sections

274

Working with sections

274

Inserting a section

275

Deleting a section

275

Merging two related sections

276

Moving a section

276

Multiple Section Reports

277

Form letters

282

Working with text objects

283

Creating a salutation

288

Creating the letter body

289

Formatting

293

Formatting concepts

294

Using a template

294

Applying a template

295

Removing an applied template

296

Using Template Field Objects

297

Section characteristics

302

To create a basic report

303

Hiding report sections

306

Hiding report objects

307

Suppress If Zero (Number tab)

308

Suppress (Common tab)

309

Placing text-based objects

310

Using the grid

315

Selecting the grid

316

Designing with guidelines

317

Viewing guidelines

317

Inserting guidelines

317

Overflow Field Representation

322

Selecting multiple objects

323

Vertical placement

324

Setting fractional font sizes

325

TrueType fonts

328

Printer drivers

328

Formatting properties

330

Adding and editing lines

335

Adding and editing boxes

336

To edit boxes on a report

337

Crystal syntax example

350

Basic syntax example

350

Changing fonts conditionally

352

Margins based on page number

353

Using the Highlighting Expert

356

Undo/Redo activities

360

Using the Format Painter

361

To copy and apply formatting

362

Working with barcodes

363

To add a barcode

364

Removing a barcode

365

Charting concepts

368

Chart layouts

369

Chart types

370

Charting

371

Where to place a chart

373

Creating charts

374

To chart on an OLAP cube

380

Working with charts

381

To change chart formatting

382

To change chart titles

382

To apply a new template

382

To change series options

383

To format Gridlines

383

Mapping concepts

390

Map types

391

Dot Density

392

Graduated

393

Pie Chart

393

Where to place a map

394

Creating maps

395

To map on a details field

396

To map on a group

399

To map on a Cross-Tab summary

400

To map on an OLAP cube

401

Changing the map type

404

Changing map layers

404

To change map layers

405

Resolving data mismatches

406

Changing the geographic map

407

Zooming in and out on a map

407

Panning a map

408

Centering a map

408

To hide the Map Navigator

409

To show the Map Navigator

409

Formatting Maps

410

4. Click OK

411

Working with maps

412

OLE overview

414

Types of OLE objects

415

General OLE considerations

416

To copy and paste OLE objects

417

In-place editing

418

Dynamic OLE menu commands

418

Inserting a static OLE object

420

Embedded objects

422

Linked objects

423

To link a bitmap image object

424

To bind data to a cross-tab

428

Cross-Tab Objects

429

What is a Cross-Tab object?

430

Cross-Tab example

431

Creating a Cross-Tab report

438

Working with Cross-Tabs

445

To total down columns

448

To total across rows

448

To repeat row labels

449

Formatting Cross-Tabs

450

Suppressing Cross-Tab data

451

Calculated Members

454

Calculation Formulas

455

Header Formulas

456

Value Formulas

457

Insertion Formulas

457

Embedded Summaries

458

Advanced Cross-Tab features

459

Connecting to a universe

462

To build a simple query

463

To create a combined query

464

Quick reference to objects

465

Editing an existing query

466

To edit an existing query

467

Query filters and prompts

468

Building prompts

469

Building Queries

471

To edit a query filter

475

What is a subquery?

476

Building a subquery

477

Subquery parameters

478

What is a database ranking?

480

Creating a database ranking

480

To create a database ranking

481

Ranking parameters

481

OLAP grid objects

486

Creating an OLAP report

487

To specify a slice

491

To add a page

491

To add a parameter

491

Applying a predefined style

492

Updating an OLAP report

493

Formatting grid lines

498

Labelling dimensions

498

To add totals to an OLAP grid

499

Sorting data in an OLAP grid

501

To sort data in the OLAP grid

503

To add a filter

503

Printing, Exporting, and

505

Viewing Reports

505

Distributing reports

506

Exporting a report

507

Crystal Reports (RPT)

508

HTML 3.2 and HTML 4.0

508

Microsoft Excel (97-2003)

509

Microsoft Word (97-2003)

509

Destination

512

Exporting to an application

512

To export to an application

513

Exporting to a disk file

514

Exporting to HTML

519

To open your report

522

To save your report

522

Viewing reports

525

What are Report Parts?

526

What is navigation?

526

Setting up navigation

527

Work flow

534

Data context formats

539

Using smart tags

544

About Report Alerts

546

Working with Report Alerts

546

Report Alerts

547

Editing Report Alerts

549

Deleting Report Alerts

550

Viewing Report Alerts

550

Using Formulas

553

Formulas overview

554

Formula components and syntax

555

Formula components

556

Formula syntax

557

Specifying formulas

559

Search formulas

560

Alerting formulas

560

Workshop Tree

561

Formula Workshop buttons

562

Choosing the syntax

567

Entering formula components

568

Formula Editor buttons

568

Formula Editor Key Controls

569

Copying formulas

576

Debugging formulas

579

Debugging tutorial

580

About this tutorial

581

Formula1

581

Formula2

582

Formula3

583

Formula4

584

Formula1+2

584

FinalFormula

585

Parameter and prompt overview

588

Parameter Fields and Prompts

589

Prompt considerations

590

Data and non-data parameters

590

Optional parameters

591

Understanding dynamic prompts

592

Understanding lists of values

595

List-of-values types

596

Working with lists of values

613

Long lists of values

618

Best practices for prompting

619

Deleting parameter fields

622

Refreshing report data

624

Advanced parameter features

625

What are subreports?

640

Unlinked

641

How subreport linking works

642

Subreports

643

Previewing subreports

645

Updating subreports

646

To add a caption

654

Understanding Databases

657

Databases overview

658

Indexed tables

662

Linking tables

665

One-to-one relationships

666

One-to-many relationships

666

Data file considerations

670

SQL database considerations

673

The Database Expert Links tab

676

Linking indexed tables

676

Link processing order

677

Linking options

678

Inner join

679

Left Outer join

680

Not Enforced

685

Enforced From

685

Enforced To

686

Enforced Both

686

Equal [=] link

686

Not Equal [!=] link

694

Client/server architecture

697

Using SQL and SQL databases

698

Stored procedures

700

The SQL language

701

Server-side processing

704

Mapping database fields

707

Remapping processes

708

How Report Indexing works

712

Indexing the right field(s)

713

For additional information

714

Accessing Data Sources

715

Direct access database files

717

Disadvantages

718

Three layers

718

Common database formats

719

Microsoft Access

720

Exchange

723

DB2 Server

728

Active Data

728

Local file system

729

NT Event Log

729

Advantages

731

Five layers

732

Crystal Reports layer

733

ODBC translation layer

733

ODBC layer

733

ODBC data sources

734

Common ODBC database formats

736

Informix

737

JDBC data sources

740

Database layer

742

Business Objects universes

743

Business Views

744

Crystal SQL Designer files

745

Crystal Dictionary files

746

Report Processing Model

749

Pre-pass 2

751

Drive:\filename.extension

754

Drive:\test.rpt

754

Resolution

755

Creating Accessible Reports

759

About accessibility

760

Formatting text

769

Contrasting colors

771

Navigation

772

Designing for flexibility

773

Accessibility and subreports

776

Enterprise

784

Resources

788

More Information

791





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