Table of contents. Crystal Solutions First Impressions. Use Crystal Reports' flexible design tools and features to create a report for your business, in this case, an HR report. Follow the steps to learn how to connect to a data source.
See all data sources. Report from MySQL data sources by following the steps in this guide to establish a connection. Use this guide to create a report you can use as an invoice or modify to create statements, shipping documents, etc. Match the layout of a pre-printed form tax forms, government submissions, bank certificates, payroll checks. SAP Crystal Reports. Connect to a data source. Connect to MySQL. Create an invoice.
Replicate a pre-printed form. Create a human resources report. Create an interactive dashboard. Use fundamental data handling features in any report. Data Handling select, group, sort. Create a Publishing report for data-driven report bursting. Create reports for publishing. Start reporting from Microsoft SQL Server data sources by following the steps in this guide to establish a connection. Report from Microsoft Access sources by following the steps in this guide to establish a connection.
Connect to Microsoft Access. Installing Crystal Enterprise. This will start the Crystal Enterprise Launchpad, as shown in Figure Crystal Enterprise Launchpad is the main website for Crystal Enterprise; it has links to ePortfolio, the Crystal Management Console, documentation, and application samples.
In this window you should see all the server services running on your computer. Scaling Crystal Enterprise Running Crystal Enterprise on a single computer is okay to start with, but as the complexity of your reporting needs increases and the user base grows, your Crystal Enterprise system may run out of steam. You can add extra memory and CPUs to it to give it more life, but eventually you will need to migrate to multiple computers to scale Crystal Enterprise.
The Crystal Enterprise environment can be broken down into three logical processes: the APS database, the Crystal Enterprise services, and the web server.
Each of these processes can run on a separate computer, and we can also separate the Crystal Enterprise services into separate computers. Crystal Enterprise Launchpad. Separating the Web Server from Crystal Enterprise To separate the web server from Crystal Enterprise, you must dedicate a server where Crystal Enterprise will be installed. Without installing a web server on that server, run the Crystal Enterprise setup.
Select a New install, click Next to continue, and follow the prompts. This means that a web connector will not be installed on that computer. You will need to install the web connector on the other computer that will run the web server. On the web server computer, run the Crystal Enterprise setup.
Select a Custom install. In the Select Features dialog box, select the Web Server Connectors and Help Files options and disable all the remaining components, as shown in Figure Installing a web connector only. Type the name of the machine where you installed Crystal Enterprise, which is running the Web Component Server.
Remember, the web connector talks to the WCS. Continue clicking Next until the installation starts. Notice that we are now accessing Crystal Enterprise through the web server. From there choose to run ePortfolio or the Crystal Management Console. The web connector installed on the web server communicates with the WCS on the Crystal Enterprise computer.
This scenario is also viable if you are running a Unix web server and want to install a Windows-based Crystal Enterprise environment.
We can move the database processing to a separate computer to lighten the load on the Crystal Enterprise computer. To separate Crystal Enterprise from the database, we need to copy the existing APS database and configure the APS so it points to the new database server. Start by configuring another server with one of the supported databases such as SQL Server or Oracle.
Refer back to Figure Click OK. The Specify Data Source dialog will be displayed. Click the Specify button and select the current APS database.
Now you are using three separate computers to run Crystal Enterprise: a database server, a web server, and a Crystal Enterprise server. Copying the APS database. Separating Crystal Enterprise Services We can continue to expand Crystal Enterprise to handle more users by separating the Crystal Enterprise services that run on the server.
Show chart option allows you to resize the chart, move the chart in the Report footer area as shown above. Data tab allows you to insert the data in the chart.
When you go to data tab, it asks you to add values on X, Y, Z axis. Chart Data object allows you to choose the attribute name, which you want to pass in the chart data.
Title, subtitle and footnote allows you to add heading or note to the chart. You can also change the type of chart from the dropdown list by clicking on the Chart option in the Format chart tab. Chart Highlighting Expert allows you to highlight a specific value in the chart. You can choose different color to highlight a value inside chart.
Edit Chart data is used to edit the data in the chart. If you want to change the parameter values on the chart axis, you can click on edit chart data and change the values. Hide option is used to hide the chart and move is used to move the chart backward or forward. You can add multiple charts in a single report or in one row by formatting the chart size. Example - You can add bar chart and pie chart for different values to represent. Cross tab is used to display the data that is grouped or totaled in two directions.
It shows data in a compact format, which makes it easier to understand and see the trend in the data. For example, if you want to see the quantity sold by the customer in a particular region, without cross tab, it shows the data in a spread-out form.
To delete an object click on X sign. When you click on Insert, cross tab adds to the Structure of the report. If you click on the page tab, it will show Cross tab data in the report. You can also edit the cells in cross tab. A Crosstab includes row totals, column totals and grand totals.
Grid options allow you to do formatting of cross tab rows like hiding empty rows, repeat row labels, hide row grand totals, etc. Formulas are used to insert data in the report that does not exist with any of the objects. If there is a need to perform some calculations or to add specialized data in the report, you can use formulas.
Report formulas are used as standalone in a report. Conditional formatting formulas define the condition on which report formulas are applied. Formula workshop is used to create different kinds of formulas. It also includes custom functions. It includes: arithmetic operators, Arrays, Boolean operators, etc.
Formula workshop also contains formula text window and formula workshop buttons. Text windows is used to create or modify formulas and workshop panel button allows you to use filter formulas, sort formulas, delete, etc. You can create single or multiple formulas in one go and use them in your report.
You can also delete the formulas, or search and change text of formulas in the formula text window. To create a new formula , you can right click on Formula tab under Data Explorer.
To write a formula in the formula text window, you can use in-use objects under the Operator tab and different operators to pass condition in the formula. Once the formula is saved it comes under the list of formulas in Data Explorer tab. Now to modify the formula ,click on formula name under Data explorer, it will open the Formula workshop. Make changes to formula and use the save button at the bottom to save the changes. These changes will be automatically applied to the Report values.
Problem pane at bottom is used for debugging purpose. It shows you the syntax error in the formula. The error message in the following image says that the field in red underline is not known as field syntax and is incorrect. There are different Boolean operators that can be used in formula in Crystal Reports. AND operator is used when you want both the conditions in the formula to be true. Other Boolean operators and their meaning is as mentioned in the above snapshot. The if-then-Else statement is the most basic of all the control flow statements.
It tells your program to execute a certain section of code only if a particular condition meets true. If you see the following If-Then-Else statement with Boolean operators, it has allowed you to pass multiple conditions in the formula and returning the value, if the condition is true.
This statement says that when any of the condition is true before and after OR operator , then it will print Five star rating customer otherwise it will print 1 star rating customer. A new column in the report has been added with the rating of the customers as mentioned in the TEST formula. Calculated formulas are used to perform mathematical calculations in Crystal Reports and they can be designed in the formula workshop.
Arithmetic operators are used to design calculation formulas in workshop. There are different Arithmetic operators that can be used to Add, Divide, Exponential, Multiply, etc.
To apply a calculation in the formula, drag the object from the objects pane to the formula text pane and use operators to perform the required calculation. Once you have saved the formula using the save option at the bottom, this formula will be saved under the Formula tab in Data explorer.
You can then drag the formula to Report structure and go to Page tab to see the calculated data in the report. In this example, if you can print Total Price greater than in Green and below in Red, this can be passed in formula workshop. In this example, crGreen, crRed, crBlack is used. You can also use actual numeric value of color constants. DefaultAttribute can be used for any formatting formula, CurrentObjectValue for any formatting formula where you are formatting an object value, and GridRowColumnValue can be used for any formatting formula where you are formatting an object value in a Cross-Tab.
A Variable is used to assign different values to an object unlike constant which is fixed. When you assign a value to a variable, it maintains that value till you assign a new value to it. Before using variables, it is necessary to define them in a report. A variable can be a number type, string type, date type, Boolean type, range type or an array type.
You can also assign an initial value to a variable with declaration or in separate syntax. Local variables are declared using the local keyword followed by the type and followed by the variable name as in the above examples. Local variables are restricted to a single formula. This means that you cannot access the value of a local variable in one formula from a different formula.
In the above example, Formula 2 will return a value 5 as Z is declared as local number variable in formula 1 so it will take default value for variable Z in formula 2. Global variables are used throughout the main report. Their value is available to all formulas that declare the variable, except for those in sub reports. Since global variables share their values throughout the main report, you cannot declare a global variable in one formula with one type and then declare a global variable with the same name in a different formula with a different type.
Shared variables are used throughout the main report and all of its sub reports. Shared variables are even more general than global variables. To use shared variables, it must be declared and assigned a value before it can be used in the main report and subreports.
You can also assign values to the elements of Array and these values can be used for computations in formulas. You can also resize Array using Redim and Redim Preserve keywords. Redim is used to remove previous entries of an Array while resizing it, and Redim Preserve is used to contain previous Array values. Parameters are used to take user inputs before the report is generated. User has to answer the prompt before the report is generated and the report output depends on the response of the user for the parameter value.
By using parameters with formulas and in the report, you can create a single report that changes according to the requirement of different users. LOVs can be used to enter prompt values in parameters.
LOVs can be either static or dynamic. They can also be used as single level dynamic prompts or multilevel prompts. Parameters with dependency are grouped together and are known as cascading parameters. Cascading parameters allow you to group two or more parameters in a single group.
Parameters can also be created at universe level or in query panel and they can be later inherited into Crystal Reports. They are called inherited parameters. These parameters can only be edited where they are created. To use parameter in a formula, it is not necessary to be placed in the report.
Parameters can be used in a formula like other objects and can be created in the Formula workshop. You can also create a list of values from which the user can choose the parameter value instead of entering it manually.
In the dialog box, you can change the name and type of the parameter along with other properties. This text will appear in the prompting dialog box when you preview the report, or when you refresh the data on the Page area. Once the parameter is dragged to the structure of report, you can go to page tab to see LOVs selected while refreshing the report data.
Filters are applied based on the object, operator and parameter. In the dropdown list it will show the list of all parameters that are created for the report. To edit the parameter, you can click on ellipsis button in the end.
When a parameter is selected, click on OK. Hidden Prompt will be used to pass some initial values or values by formula and not by the user. When you use prompt to user option in Prompt panel, you need to enter Prompt text. To pass initial value, click on ellipsis button just before function button. Once you click on this, it asks you to enter a value for the parameter.
Once you enter the value and click on OK that value will be saved in Hidden prompt. To add a value, type the value and click on Add. When you drag the parameter to the report, that value will appear in the report as shown in the above image.
Cascading parameter group allows to arrange your parameters into groups, which provides a cascade of filtered choices. For example, if you are prompting for a city value, but you also need to know which country and region that city comes from, you could create a cascading parameter group. In this case, you first prompt for a country, and when that value has been selected, the program prompts for a region by showing only the regions that apply to the selected country.
Finally, when a region value has been selected, the program prompts for a city by showing only the cities that apply to the selected region. In this way, you can provide your user with a manageable list of cities and be sure that your user picks the correct city.
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