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Crystal Report 2011: Report Design I - Fund. of Report Design
Crystal Report 2011: Report Design I - Fund. of Report Design
of Report Design
BOC 310
Index
1. Planning a Report 30 Minutes
2. Creating a Report 90 Minutes
3. Selecting Records 60 Minutes
4. Organizing data on Report 90 Minutes
5. Formatting a Report 90 Minutes
6. Applying Section Formatting 60 Minutes
7. Creating Basic Formulas 180 Minutes
8. Applying Conditional Reporting 45 Minutes
9. Representing Data Visually 45 Minutes
10.Distributing a Report 30 Minutes
Content : Day - 1
a) Planning a Report 30 Minutes
The rows are called records, and the columns are called
fields.
After determining the outline of the report request, you develop the prototype
by:
Sketching the report on a blank piece of paper, usually the size the report
will be printed on.
Filling in a form.
Planning and developing a report prototype
To build a prototype, determine these requirements for the
report:
Purpose
Audience
Report title
Database information
Header and footer information
Information to be included in the body of the report
Information to be sorted in a specific order
Groups to be set up
Specific records to be displayed
Calculations or formulas
Summarized data to be included
Formatting to highlight specific information
Lesson: 2
Creating a Report
Agenda
Connecting to a data source
Adding tables
Field Explorer
Report Header
Workbench
Page Header
Detail
Report Footer
Inserting objects on a report
We can insert objects on the report by three way:
By using insert menu
By using Standard tool bar
By Right Click and Popup Menu
Previewing and saving a report
To preview a report before printing it, click Print Preview on the Standard toolbar.
The Preview Panel houses the Group Tree, the Parameter Panel, and a Find tab.
Saving a Report:
Use the Save command to save the active report to disk under its current name.
All changes you have made while working on the report will be saved.
The previous version of the report will be overwritten.
If you have not previously saved your report, the program will prompt you to do so.
Note: This command is also available as a button on the Standard toolbar.
Can Also save the report in the business objects repository.
Positioning and sizing objects Formatting objects
In this mode, you can resize the object by dragging any of the resizing handles,
or you can move it by placing the cursor inside the object and dragging it to a
new location. You can also insert fields in this mode, but you cannot insert text.
Lesson: 3
Select Record
Agenda
Defining the Select Expert
• For example:
• Customers from Arizona.
• Orders in the first quarter.
• Sales over $10,000
Determining the record selection criteria
When you scroll through the report, you will see that it contains information for customers
from many different countries. In this step, you will limit the number of countries displayed
to the USA.
To enter selection criteria
Click Select Expert on the Expert Tools toolbar.
Select Country in the Fields list and click OK.
Select the condition
(Select all records where a customer’s country is )
• Select value
• (Select all records where a customer’s country is “USA”)
• Click OK to return to the Design tab.
Click the Preview tab and then Click Refresh Data.
Defining saved and refreshed data
Saved Data
Useful for data that isn't continually updated.
When users navigate and drill down they don't access the database server directly;
instead, they access the saved data.
Minimize data transfer over the network.
Lighten the database server's workload.
Saved data is discarded and refreshed when you perform any of these tasks in a report:
Select the Refresh command.
Change your database logon.
Change any of the report's data parameters.
Add a new field that doesn't exist in the saved data.
Drill down in a report where "Perform Grouping On Server" is selected, and the details
section is suppressed.
Verify the database—if the database structure has changed drastically.
Change the linking parameter on a sub report (the sub report is refreshed).
Change the order of groups (only for reports in the Report Application Server).
Applying Record Selection
Applying additional record selection criteria
By Using the Parameters
By Using the Formula Work shop
Modifying Record selection
Applying time-based record selection
Year ({file.DATE}) < 2000
Month({file.DATE}) in 1 to 4
Month({file.DATE}) in [1,4]
Lesson: 4
Organizing data on Report
Agenda
Sorting records
Grouping records
Summarizing data
Sorting records
In a typical customer list report, customer names are listed
alphabetically. In this example, you will sort the customer names
alphabetically within each region.
Grouping records
Crystal Reports 2011 allows you to specify the order in which you want the
records on your report displayed. For example, after grouping by region, you
might sort the records within each region in alphabetic order by Customer
Name.
Many of your reports will use some type of sorting. Depending on the report,
you will sort the records in a list or sort in conjunction with grouping.
Summarizing Data
It will allowing you to calculate averages, counts, and other group (aggregate)
values.
For example, in a sales report you may want to calculate an average of sales
per state (average summary on the sales field) and calculate the number of
products sold in the state (distinct count of the product name field).
Lesson: 5
Formatting a Report
Agenda
Adding graphical elements