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Crystal Reports® 2008 Official Guide SAMS Publishing Associate PublisherCopyright © 2009 by Pearson Education, Inc. Greg WiegandAll rights reserved. No part of this book shall be reproduced, stored in a Acquisitions Editorretrieval system, or transmitted by any means, electronic, mechanical, Michelle Newcombphotocopying, recording, or otherwise, without written permission fromthe publisher. No patent liability is assumed with respect to the use of Development Editor Kevin Howardthe information contained herein. Although every precaution has beentaken in the preparation of this book, the publisher and author assume Managing Editorno responsibility for errors or omissions. Nor is any liability assumed Patrick Kanousefor damages resulting from the use of the information contained herein. Project Editor Jennifer GallantThis material may be distributed only subject to the terms and condi-tions set forth in the Open Publication License, v1.0 or later. (The latest Copy Editorversion is presently available at http://www.opencontent.org/openpub/.) Mike HenryISBN-13: 978-0-672-32989-0 Technical EditorsISBN-10: 0-672-32989-1 James H. Brogden, Jr. Tim RodineLibrary of Congress Cataloging-in-Publication Data is on file Brian YaremychPrinted in the United States of America IndexerFirst Printing September 2008 Ken JohnsonTrademarks Proofreader Gill Editorial ServicesAll terms mentioned in this book that are known to be trademarks or Publishing Coordinatorservice marks have been appropriately capitalized. Sams Publishing can- Cindy Teetersnot attest to the accuracy of this information. Use of a term in this bookshould not be regarded as affecting the validity of any trademark or ser- Book Designer Anne Jonesvice mark. CompositorWarning and Disclaimer Bronkella Publishing LLCEvery effort has been made to make this book as complete and as accu-rate as possible, but no warranty or fitness is implied. The information Business Objectsprovided is on an “as is” basis. The authors and the publisher shall have Business Objects Pressneither liability nor responsibility to any person or entity with respect to Editorial Boardany loss or damages arising from the information contained in this book Paul Clark John McNaughtonor from programs accompanying it.Bulk SalesSams Publishing offers excellent discounts on this book when ordered inquantity for bulk purchases or special sales. For more information,please contact U.S. Corporate and Government Sales 1-800-382-3419 corpsales@pearsontechgroup.comFor sales outside of the U.S., please contact International Sales international@pearson.com

INTRODUCTIONIn this chapter Introduction to Information Delivery 2 Spectrum of Business Objects Product Usage 3 Spectrum of BI Tool Users 5 The Product Family from Business Objects 8 What Is in This Book 8 Equipment Used for This Book 10

2 Introduction Introduction to Information Delivery Organizations of all sizes today find themselves increasingly awash in data, yet hungering for information to help them meet their business objectives. These corporations, from Main Street and Wall Street alike, have spent large amounts of time and money over the past 10 or so years implementing systems to help collect data on and streamline their operations. From monolithic Enterprise Resource Planning (ERP) systems (SAP, PeopleSoft, Oracle Financials, and so on) through Customer Relationship Management (CRM) systems (Siebel, Rightnow.com, Salesforce.com, and so on) to Custom Data Warehousing projects, these firms are now looking for ways to extract value from the collective body of data to help them run their businesses more productively and competitively. These firms are looking for a strategic information delivery or business intelligence solution to help them become more productive and ultimately compete more effectively. The products covered in this book are geared toward meeting that challenge. The information delivery products and solutions presented in this book are often catego- rized under the Business Intelligence (BI) banner. BI is the industry of value-added information delivery based on structured data sources—essentially providing meaningful, business-driven value and information to business end users by connecting them to data with appropriate tools and products. Figure I.1 highlights the conceptual divide of information delivery solutions into the structured and unstructured world. Although evidence suggests an eventual blurring of the boundaries between these discrete industries over time, the Business Objects products covered in this book most aptly fit under the BI banner. Figure I.1 Information Delivery The information delivery industry divides broadly into structured and unstruc- Structured Information Management Unstructured Information Management tured information or Business Intelligence or Document Management management. Relational databases, HTML documents, OLAP databases, Word or WordPerfect documents, Web logs, Excel files, and so on Email content, and so on Industry analysts in the information delivery area regularly highlight the impressive adoption rates of BI products in the past few years as testimony to their value. The dynamic double-digit percentage growth rates for industry leaders such as Business Objects are espe- cially impressive when the difficult macroeconomic operating environment of recent years is taken into account. Ironically, many suggest, this same poor economic environment has largely driven the increased worldwide demand for BI functionality as firms work to increase their productivity and competitiveness by leveraging existing investments—and doing more with less. The next section covers the BI industry driver along with a few others.

Spectrum of Business Objects Product Usage 3Spectrum of Business Objects Product Usage BI products such as those distributed by Business Objects (Crystal Reports, Crystal Reports Server, BusinessObjects Enterprise, Crystal Xcelsius, and Web Intelligence) are deployed and used in about as many different ways as there are product implementations—and there are millions. However, as you examine a broad swath of BI clients and their implementations, you can find definite themes to their deployments. Taking a step back, distinctive drivers to worldwide BI product adoption become evident. The following sections discuss a few of the most common.Custom Information Delivery Applications Despite the increasing functionality of turnkey software and web applications available today, corporations of all sizes still regularly look to custom-developed applications to provide them with unique competitive advantage and to meet their proprietary business requirements. These applications run the gamut in size from small business applications through large departmental applications to enterprise intranet and extranet applications. The key component of these custom projects is the integration of BI functionality, such as formatted reporting, ad hoc query, dashboarding, self-service web reporting, and/or analytic capabilities, within an internally developed application. Table I.1 highlights some typical examples of custom applications using the Business Objects suite of products to help deliver custom applications. Table I.1 Sample Custom Information Delivery Applications Application Application Audience Product Usage Small retail chain’s Approximately 20 sales Using Crystal Reports Java Engine, the internal Java-based sales employees and managers developer provides the sales team with metrics application Web access to on-demand metrics reports built into the intranet application. Large portfolio 10,000+ high value Using Crystal Xcelsius and Crystal Reports customers of firm Server, the management firm’s developer provides access to the scalable client extranet application reporting infrastructure and facilitates those customers getting online web access to their portfolio reports. Asset management firm’s 50,000+ clients Using the Business Objects reporting server and report batch of institution scheduling engine, the developer’s application scheduling application dynamically creates tens of thousands of customized reports daily and automatically emails them to the appropriate clients in PDF and XLS formats.

4 Introduction A key strength of the Business Objects suite of products is that it lends itself readily to integration into custom applications. From the inclusion of basic formatted reports within Java/J2EE or .NET applications through the inclusion of rich ad hoc query and self-service reporting functionality in proprietary information product applications to provision of large- scale enterprise BI analytics, scheduling, and security functionality in a globally deployed application, the Business Objects suite of products can meet your requirements. Table I.2 provides a jump-point for those looking for each type of application integration covered in this book. Table I.2 Custom Application Chapters Overview Development Environment Required Functionality Part or Chapters Java/J2EE Prebuilt reports included in custom Part IV, Chapter 18 Java application .NET Prebuilt reports included in custom Part IV, Chapter 19 .NET application Enterprise BI Initiatives With the proliferation of BI tools and the acceleration of product adoption around the globe, there has been concurrent pressure for the involved companies to standardize on a single set of products and tools—effectively a BI infrastructure or platform. The main arguments for such standardization include the following: ■ Reduced total cost of product ownership ■ Creation of enterprise centers of excellence ■ Reduced vendor relationships ■ Movement toward a BI infrastructure/platform As BI products have matured from different areas of historical strength and their market- place acceptance has grown, end user organizations have found themselves with disparate and incompatible BI tools and products across or even within the same departments in their organization. To eliminate the costliness of managing such a broad set of tools, many firms are now moving to adopt a single BI platform such as BusinessObjects Enterprise (or Crystal Reports Server for smaller businesses). The infrastructure of BusinessObjects Enterprise provides a single architecture to manage all the content and tools required to serve an organization’s structured information delivery requirements. Figure I.2 shows an end user map of a typical organization. To be productive, each type of end user in a company requires different types of tools. There are clear organizational benefits to a common infrastructure or centrally managed center of excellence, such as BusinessObjects Enterprise, which can meet the various end user and IT requirements.

Spectrum of BI Tool Users 5Figure I.2Organizational enduser requirementsmap from Business Information Consumers 80% Information Analysts 20%Objects. % of Usage View Explore/ Modify Guided OLAP Pure Reports Manipulate Analysis Ad Hoc Ad Hoc Complexity and Value Add Details of the breakdown of this book are included later in this Introduction, but to jump- start your learning on this type of BI application, Table I.3 can point you to the sections and chapters of particular relevance. Table I.3 Enterprise Business Intelligence Chapter Overview Enterprise Business Intelligence Focus Chapter Out-of-the-box product using Crystal Reports Server for small- and Part IV, Chapter 17 medium-sized businesses Using crystalreports.com to distribute reporting content Part IV, Chapter 17Spectrum of BI Tool Users Across the usage profiles of the thousands of BI scenarios/implementations, there generally exists a consistency in the types of people who become involved. Figure I.3 provides a rela- tively high level yet accurate graphic that shows a typical distribution of the people involved in BI implementations.

6 Introduction Figure I.3 Content Creators and Average BI implemen- BI System Administrators tation user distribu- Less than 5% tion. 10–25% Information Analysts and Ad Hoc Report Users 70–85% Information Consumers Each of the three communities outlined in the pyramid plays a key role in the ongoing success and operation of any BI implementation. The content creators and system administrators play perhaps the most important role in ensuring the short- and long-term success of any deployment because their work sets up the system content and tools from which the other users derive benefit. The information analysts generally come from across an organization’s typical functions and are highly demanding users who require rich and highly functional interactive tools to facilitate their jobs as analysts. The last group is by far the largest group and includes employees, partners, customers, and suppliers who rely on the BI implementation to provide timely, secure, and reliable information or corporate truths. This group tends to span the entire corporate ladder from foot soldiers right up to the executive suite—all of whom have the same requirement of simple information provision to enable them to complete their regular day-to-day assignments successfully. Figure I.4 provides a schematic highlighting the distinction between the different content creation tools and the content delivery tools—BusinessObjects Enterprise, Crystal Reports Server, or Java/.NET reporting engines. This book breaks down into two sections covering these two themes: content creation (Chapters 1–16) and content delivery in all of its possible forms (Chapters 17–21) using some of the Business Objects suite of products. Figure I.4 Content creation and Content Creation Content Delivery content delivery schematic. Crystal Reports BusinessObjects Enterprise Web Intelligence Crystal Reports Server OLAP Intelligence Crystal Reports Java Engine Desktop Intelligence Crystal Reports .NET Engine Report Explorer Enterprise Performance Mgr. Process Tracker Enterprise Dashboards Intelligent Question EPM Application Designer Semantic Layer Designers Excel LiveOffice Word LiveOffice PowerPoint LiveOffice

Spectrum of BI Tool Users 7Content Creators (Information Designers) Content creators provide the foundation to any BI implementation. This group uses content creation tools such as Crystal Reports, Crystal Xcelsius, Web Intelligence, Desktop Intelligence (formerly BusinessObjects), Excel, and so on. These users—primarily composed of IT folks but sometimes complemented with technically savvy business users—create the report content, dashboards, OLAP cubes, and reporting metadata that facilitates system usage and benefits derived from the other system users. Because these tasks are of para- mount importance in an enterprise suite deployment, the entire first half of the book is dedi- cated to providing these folks with a comprehensive tutorial and reference on content creation using Crystal Reports and Crystal Xcelsius. After content exists, it is ready for distribution through an infrastructure such as BusinessObjects Enterprise, the new Crystal Reports Server product, or a custom application. Finally, the content requires management. Another small but critical group of BI system users—the BI administrators—need to ensure that the system is deployed and tuned correctly to ensure optimal performance for the business end users.Information Analysts Although not the primary group in number, the information analysts in a BI deployment are those who are primarily responsible for the extraction of new business insights and action- able recommendations derived from the BI implementation. Using such analytic tools as Web Intelligence, Crystal Xcelsius, and Excel, these users spend their time interrogating, massaging, and slicing and dicing the data provided in the various back-end systems until they glean nuggets of business relevance. These users tend to come from a wide variety of functional areas in a company, including operations, finance, sales, HR, and marketing and all work with the provided BI tools to extract new information out of the existing corporate data set. Chapters 20 and 21 provide detailed information on using Crystal Xcelsius, and www.usingcrystal.com provides information on Web Intelligence and Microsoft Live Office plug-ins.Information Consumers This group of users composes the clear majority of those involved with a BI implementation. They are also the most diverse group and come from every rung on the corporate ladder. Executives who view corporate performance dashboards fit into this category, as would truck drivers who receive their daily mileage and shipping reports online through a wireless device. The common characteristic of members of this group is that their interactions with the BI system are not indicative of their primary jobs. Unlike the content creators and information analysts, information consumers have jobs outside of the BI implementation, and the key measure of success for them is that the BI system helps facilitate their variety of assignments. Chapter 17 provides an introduction to the out-of-the-box Crystal Reports Server interfaces.

8 Introduction The Product Family from Business Objects As Figure I.4 showed, the product family distributed by Business Objects is broken into two major segments: content creation and content delivery. This book is roughly split in two, with each section covering one of the topics in great detail. The primary products in the family covered in these sections are Crystal Reports (first section) and Crystal Reports Server, the Crystal Reports SDKs, and Crystal Xcelsius (second section). The content creation section of the book introduces Crystal Reports version 2008—the world standard for professional formatted reporting across the largest spectrum of data sources. The Crystal Reports Application Designer benefits from more than 15 years of development and provides an unparalleled combination of powerful functionality and report-design flexibility. The content delivery half of the book covers the following Crystal Products and SDKs: ■ Crystal Reports Server—New since version XI, Crystal Reports Server provides all the functionality of BusinessObjects Enterprise but is limited to a single multi-CPU server and is aggressively priced for small- and medium-sized businesses. This solution is a very attractive option for deploying BI and reporting solutions. ■ Crystal Xcelsius—Xcelsius 2008 is a dynamic and customizable data visualization tool that enables users of different skill levels to create insightful and engaging dashboards from any data source with point-and-click ease. Xcelsius 2008 offers a comprehensive set of new features and integrations with Crystal Reports 2008, making it easy to put the power of dashboards into the hands of business users. ■ Crystal Vision—New to version XI release 2, Crystal Vision provides a combination of the functionality of Crystal Reports Server with the newly acquired Crystal Xcelsius dashboarding functionality. ■ Crystal Reports Engine for .NET Applications—The only third-party tool distributed with Visual Studio .NET, this reporting component enables .NET developers to quickly embed limited but powerful reporting functionality into their .NET applications. ■ Crystal Reports Engine for Java Applications—Embedded in Borland’s JBuilder and other Java IDEs, this reporting component enables Java developers to quickly embed limited but powerful reporting functionality into their Java applications. What Is in This Book This book is broken down into several sections to address the varied and evolving requirements of the different users in a BI deployment. The entire first half of the book (Parts I through III) focuses exclusively on content creation with Crystal Reports. Through hands-on step-by-step examples and detailed descriptions of

What Is in This Book 9 key product functionality, you learn to leverage the powerful report creation capabilities of Crystal Reports v2008. Some profiles of people who find these sections of particular relevance: ■ New and mature Crystal Reports designers ■ Professional Crystal Reports designers upgrading to 2008 ■ Existing and new OLAP Intelligence, Web Intelligence, and Desktop Intelligence (formerly Business Objects) designers and analysts ■ Existing and new BusinessObjects Enterprise (formerly Crystal Enterprise) administrators ■ New Crystal Reports Server administrators The second section of the book (Part IV) focuses on the distribution or delivery of the valu- able content created in the first half and additional insights into advanced content creation with Crystal Xcelsius. An introduction to Crystal Reports Server, crystalreports.com, and the offline Crystal Reports Viewer complements a comprehensive introduction to Crystal Xcelsius. This extends with an introduction to the .NET and Java SDKs around Crystal Reports. Some profiles of people who find these sections of high value: ■ New Crystal Reports Server administrators ■ New or existing Crystal Reports Server users ■ .NET-based application developers ■ Java/J2EE-based application developers ■ Application developers looking to integrate report design or modification into their applicationsPart I: Crystal Reports Design Part I should familiarize you with the foundations of Crystal Reports and get you up and running as quickly as possible. It is critical for someone who is new to Crystal Reports and includes the fundamental report design concepts that even experienced users can use for the rest of their Crystal Reports–writing career. This section also provides powerful exercises and real-world usage tips and tricks with which even seasoned reporting experts can become more productive.Part II: Formatting Crystal Reports Part II focuses on some of the more subtle nuances of Crystal Report design: effective report formatting and data visualization through charting and mapping. Improper formatting and incorrect use of visualization techniques can make reports confusing and not user friendly. This section also provides powerful exercises and real-world usage tips and tricks, enabling mature reporting experts to become more productive.

10 Introduction Part III: Advanced Crystal Reports Design Part III presents a host of advanced Crystal Reports design concepts that involve features such as subreports, cross-tabs, report templates, and alerts. This part also touches on advanced data access methods such as JavaBeans, XML objects, SAP, and PeopleSoft systems. The section also provides powerful exercises and real-world usage tips and tricks, enabling mature reporting experts to become more effective in their report design work. Part IV: Report Distribution and Advanced Report Design with Crystal Xcelsius Part IV focuses on the different methods of distribution of the Crystal Reports content created in the first three sections. These methods include Crystal Reports Server, crystalreports.com, the .NET and Java SDKs, and the offline Crystal Reports Viewer. This section provides a comprehensive introduction to advanced visualizations and dashboard creation with Crystal Xcelsius. Equipment Used for This Book You can find various supporting material that will assist you in the completion of the exercises in this book, as well as supplemental documentation on related topics. You should have access to a computer that has at least a 450MHz Pentium II or equivalent processor, 128MB of RAM, and Windows 2000, Windows 2003, or Windows XP Professional. Web Resources You can find all the source code and report samples for the examples in the book, as well as links to great external content, at www.usingcrystal.com. You’ll find report samples to down- load and code for you to leverage in your report design and sharing efforts. Also, a great deal of additional product-related information on the Business Objects suite of products including Crystal Reports, Web Intelligence, OLAP Intelligence, Desktop Intelligence, Crystal Reports Server, and BusinessObjects Enterprise can be found at www.businessobjects.com. Intended Audience This book was written to appeal to the full range of Crystal Reports, Crystal Reports Server, and Crystal Xcelsius users. You’ll find this book useful if you’ve never used the Business Objects suite of products before, if you are a mature Crystal Reports user looking for some new productivity tips, or if you want to explore some of the new features found in version 2008 and their related SDKs.

Equipment Used for This Book 11 You don’t have to be an expert, but you should have a basic understanding of the following concepts: ■ Database systems such as Microsoft SQL Server, Oracle, Sybase, and Informix ■ Operating system functions in Windows 2003/XP/Vista ■ General Internet/intranet-based concepts such as HTML, DHTML, ActiveX, and Java Parts I through III build on each other, so skipping around those parts isn’t the best approach unless you have some familiarity with Crystal Reports 2008. Even if you are familiar with Crystal Reports, many new features have been introduced in recent versions, so you are encouraged to read the entire first three sections of the book so that you don’t miss any- thing. Part IV focuses on the different methods of content delivery, so you can approach each part independently without loss of context.Requirements for This Book All reports are based on sample data available from the businessobjects.com website, so you have access to the same data used in this book. You’ll need to install Crystal Reports to get the most out of the examples included in each chapter in the first half of the book.Conventions Used in This Book Several conventions are used within this book to help you get more out of the text. Look for special fonts or text styles and icons that emphasize special information. ■ Objects such as fields or formulas normally appear on separate lines from the rest of the text. However, there are special situations in which some formulas or fields appear directly in the paragraph for explanation purposes. These types of objects appear in a special font like this: Some Special Code. Formula examples appear on the Sams Publishing website as well. ■ In some cases, I might refer to your computer as a machine or server. This is always in reference to the physical computer on which you have installed Crystal Reports. ■ You’ll always be able to recognize menu selections and command sequences because they’re implemented like this: Use the File, Open command. ■ New terms appear in italic when they are defined. ■ Text that you are asked to type appears in boldface. ■ URLs for websites are presented like this: http://www.businessobjects.com. N OTE Notes help you understand principles or provide amplifying information. In many cases, a Note emphasizes some piece of critical information that you need. All of us like to know special bits of information that make our job easier, more fun, or faster to perform.

12 Introduction TIP Tips help you get the job done faster and more safely. In many cases, the information found in a Tip comes from experience rather than through experimentation or documentation. Sidebar Sidebars spend more time on a particular subject that could be considered a tangent but will help you be a bet- ter Business Objects product user as a result. Real World sections provide some practical and productivity-enhancing usage insights derived from the author’s real-world experience designing and deploying hundreds of Crystal Reports. Troubleshooting sections provide some quick chapter summary notes and examples that are useful reminders on the product operations.

CHAPTER 16Formatting MultidimensionalReporting Against OLAP DataIn this chapter Introduction to OLAP 370 OLAP Concepts and OLAP Reporting 370 Recently Added or Changed OLAP Features in Crystal Reports 371 Using the OLAP Report Creation Wizard and OLAP Expert 372 Advanced OLAP Reporting 385 Troubleshooting 389 Crystal Reports in the Real World—OLAP Summary Report with Drill-Down 389

370 Chapter 16 Formatting Multidimensional Reporting Against OLAP Data Introduction to OLAP The first 15 chapters exposed you to a wide variety of the reporting capabilities found in Crystal Reports. Up to this point, however, all the reports you created were based on relational data sources, often known as Online Transactional Processing (OLTP) databases, where most organizations generally keep their operational data. In many organizations and for many people today, data reporting ends with Crystal Reports pointing at existing relational data sources such as Microsoft SQL Server, Oracle, DB2,16 Sybase, or even Microsoft Access. All those relational databases are designed for the efficient storage of information. These databases are not designed optimally, however, for the efficient extraction of data for aggregated analysis across multiple dimensions—that is where OLAP databases excel. OLAP stands for Online Analytical Processing, which enables business users to quickly identify patterns and trends in their data while reporting against multiple dimensions at once. Examples of dimensions for analysis include time, geographic region, product line, financial measure, customer, supplier, salesperson, and so on. Crystal Reports provides powerful OLAP-based formatted reporting capabilities, and this chapter introduces them. This chapter covers the following topics: ■ Introduction to OLAP concepts and OLAP reporting ■ Recently added OLAP features in Crystal Reports ■ Creation of OLAP-based Crystal Reports OLAP Concepts and OLAP Reporting OLAP is an analysis-oriented technology that enables rapid analysis of large sets of aggregated data. Instead of representing information in the common two-dimensional row and column format of traditional relational databases, OLAP databases store their aggregated data in logical structures called cubes. Designers create OLAP cubes around specific business areas or problems. Cubes contain an appropriate number of dimensions to satisfy analysis in that particular area of interest or for a specific business issue. OLAP is a technology that facilitates data viewing, analysis, and navigation. More than a particular storage technology, OLAP is a conceptual model for viewing and analyzing data. Table 16.1 highlights some common business areas and typical sets of related dimensions. Table 16.1 Business Areas and Commonly Associated OLAP Dimensions Business Area Associated Business and Common OLAP Dimensions Sales Sales Employees, Products, Regions, Sales Channels, Time, Customers, Measures Finance Company Divisions, Regions, Products, Time, Measures Manufacturing Suppliers, Product Parts, Plants, Products, Time, Measures

Recently Added or Changed OLAP Features in Crystal Reports 371 OLAP cubes pre-aggregate data at the intersection points of their associated dimension’s members. A member is a valid field value for a dimension. For example, members of a time dimension could be 2006, 2007, Q1, or Q2; members of a product dimension could be Gadget1, Gizmo2, DooDah1, and so on. This pre-aggregation facilitates the speed-of- thought analysis associated with OLAP. Precalculating the numbers at the intersection points of an OLAP cube’s associated dimension members enables rapid high-level analysis of large volumes of underlying data that would not be practical with traditional relational databases. Consider the example of analysis on several years of sales data by year, quarter, and month and by region, sales manager, and 16 product. The pre-aggregated nature of OLAP facilitates speed-of-thought analysis that otherwise would not be practical when working with the phenomenal amount of data and involved calculations required to provide answers on a traditional relational (OLTP) database system—it would simply take too long. When a Crystal Report uses an OLAP cube as a data source, it presents the multidimensional data in a two-dimensional OLAP grid that resembles a spreadsheet or cross-tab. The focus of Crystal Reports when reporting against OLAP cubes is to present professionally formatted two-dimensional (or flat) views of the multidimensional data of particular business use for report-consuming end users and not necessarily analysts requiring interactivity—the more traditional OLAP end users. The concepts of OLAP usually become more understandable after you explore them. To that end, later sections in this chapter step you through a Crystal Reports report creation example against an OLAP cube.Recently Added or Changed OLAP Features inCrystal Reports This section is specifically targeted for users of older versions of Crystal Reports. Table 16.2 lists the newly added OLAP-oriented features of recent versions and their practical use or benefit. If you are a new user to Crystal Reports or you have not previously used the OLAP reporting features in the product, you might want to skip directly to the next section. Table 16.2 Latest OLAP Features in Crystal Reports OLAP Feature Feature Benefit and Value Row/Column Dimension Enables the direct linking of report parameters to member selection Parameter links and filtering in the column and row dimensions of the selected cube. You access this feature through either the OLAP Report Creation Wizard or the OLAP Report Settings option under the Report menu. continues

372 Chapter 16 Formatting Multidimensional Reporting Against OLAP Data Table 16.2 Continued OLAP Feature Feature Benefit and Value Slice/Page Dimension This productivity feature enables the direct linking of report Parameter links parameters to pages and slices in the OLAP grid. This enables the end user to dynamically specify the values of slices and pages in the OLAP grid. You access this feature in either the OLAP Report Creation Wizard or the OLAP Report Settings option under the Report menu.16 Interactive OLAP Worksheet The New OLAP Analyzer feature (a Cube tab in Crystal Reports (Analyzer) in new Cube tab Designer) is accessed by right-clicking on an existing OLAP grid object and selecting the Launch Analyzer option. The Cube tab provides a fully functioning drag-and-drop OLAP worksheet that enables rapid selection of the most appropriate OLAP viewpoint for the Crystal Report. The associated Crystal Reports OLAP grid, where you can apply advanced formatting, reflects all changes made in the Analyzer worksheet. Interactive drill-down of The OLAP grid presented in the Crystal Reports Preview tab is OLAP grids in Preview tab more fully functional. In addition to having access to advanced OLAP grid functionality including calculations, exception highlighting, sorting, filtering, and member reordering from the right-click button, the OLAP grid now enables the report designer to expand (drill-down) and contract members directly from within the Preview tab. New and improved data At the time of writing, Crystal Reports 2008 provides OLAP access sources to multiple versions of Hyperion Essbase, DB2 OLAP, SQL Server Analysis Services, and SAP BW. The following sections explore the creation of an OLAP report through the OLAP Report Creation Wizard, the added value of the OLAP Expert, and the advanced interactivity features of Crystal Reports. Using the OLAP Report Creation Wizard and OLAP Expert Crystal Reports provides two easy ways to create reports against OLAP data sources. As introduced in Chapter 1, “Creating and Designing Basic Reports,” Crystal provides several report wizards to step you through the creation of some popular types of reports—one of those is OLAP. The OLAP Report Creation Wizard involves five steps and walks you through the process of creating an OLAP grid and an optional supporting graphic based on an existing data source. You can access the OLAP Report Creation Wizard when you are creating a new report.

Using the OLAP Report Creation Wizard and OLAP Expert 373 The second method of creating an OLAP-based report is through the OLAP Expert that you access from the Insert OLAP Grid on the Insert menu. This expert provides six tabs that step through the creation of an OLAP grid to be placed anywhere on a report. The two methods of creation offer very similar degrees of functionality, and their respective dialog screens and tabs are almost identical. The OLAP Report Creation Wizard provides a built-in Charting screen not found in the OLAP Expert, whereas the OLAP Expert provides Style Customization and Label tabs not found in the OLAP Report Creation Wizard. N OTE 16 Although Crystal Reports has been designed to report off of numerous multidimensional/OLAP databases including Hyperion Essbase, Microsoft SQL Server Analysis Services, and SAP BW, for the purposes of demonstration in this chapter, examples will be based on the SQL Server 2005 sample Sales and Employee cube—FoodMart. If a different OLAP database is available, the general principles should be followed against that native OLAP cube.Specifying an OLAP Data Source The OLAP Data tab (or screen in the OLAP Report Creation Wizard) requests the OLAP data source on which the report is to be based. This wizard and its associated dialog screens are to multidimensional data sources what the data explorer, introduced in Chapter 1, is to relational data. Figure 16.1 shows the OLAP Data screen from the OLAP Report Creation Wizard.Figure 16.1The OLAP Data dialogfrom the OLAP ReportCreation Wizard.

374 Chapter 16 Formatting Multidimensional Reporting Against OLAP Data When this screen first displays, you must use the Select Cube button to select a cube. Clicking on this button opens the OLAP Connection Browser, displayed in Figure 16.2. From the tree control presented in this dialog, select the desired cube. Figure 16.2 The OLAP Connection Browser enables the specification of an OLAP data source for the involved Crystal16 Report. To help you learn about the creation of an OLAP-based Crystal Report, here are the intro- ductory steps to doing exactly that against SQL Server 2005’s sample FoodMart Sales and Employee cube (provided at usingcrystal.com). Other exercise steps will appear throughout the chapter after the presentation of related text and figures. For now, start the OLAP Report Creation process with the following steps: 1. Create a New Crystal Report by selecting the OLAP Cube Report Wizard from the Crystal Reports Start Page. 2. Click the Select Cube button from the OLAP Data dialog. 3. Assuming that the location of the OLAP Server has not already been identified to the OLAP Connection Browser, click the Add Server button and identify the location of your SQL Server Analysis Server and the sample Sales and Employees cube. Figure 16.3 shows the New Server dialog. 4. Enter a caption for the OLAP server you are adding. This caption appears in the OLAP Connection Browser. Enter the name of the SQL Server Analysis Server for the server name and click on OK. 5. Back in the OLAP Connection Browser, navigate into the presented list of servers (there will likely be only the server you just added) and double-click on the sample Sales and Employees cube. 6. Before clicking on the Next button to proceed, you see the Page Dimension Selector dialog. New to version 2008, from here you can select the specific dimensions from the cube that you would like to report on. For this exercise, select the highest level dimension from each group and click on OK to move forward. In the future you can use this functionality to restrict retrieved data/dimensions from larger cubes.

Using the OLAP Report Creation Wizard and OLAP Expert 375Figure 16.3The ConnectionProperties dialog for anew OLAP server cre-ates new connectionsto OLAP data sources. 16 N OTE A Select CAR File button exists on the Data screen of the OLAP Report Creation Wizard, in addition to the Select Cube button. The name CAR comes from the legacy name Crystal Analysis Reports (CAR). CAR files are created with the sister online OLAP product to Crystal Reports used within BusinessObjects Enterprise. (This tool was formerly called Crystal Analysis.) CAR files can be treated as multidimensional data sources because they contain connectivity information to an underlying OLAP data source.Specifying OLAP Rows and Columns The Rows/Columns dialog screen enables you to select both the dimensions and fields to be presented along the columns and rows of the OLAP grid. The Dimensions list box depicted in Figure 16.4 lists all the available dimensions in the selected cube/data source. To select a dimension for placement in the rows section or the columns section of the OLAP grid, highlight the desired dimension and click either the column or row arrow (>) button. It is possible to select multiple dimensions for display and to have them nested in the OLAP grid by successively selecting multiple dimensions for either the rows or the columns section. It is also possible to remove dimensions from the existing row or column list boxes; however, you cannot leave the column and row dimension list boxes empty.

376 Chapter 16 Formatting Multidimensional Reporting Against OLAP Data Figure 16.4 The Rows/Columns dialog of the OLAP Report Creation Wizard.16 After selecting the desired dimensions, you can select a subset of the fields (also known as members) for those dimensions by using the Select Row Members or Select Column Members button. Examples of this include selecting only a certain subset of provinces or states in a region dimension or, alternatively, selecting only a certain year’s worth of data in a time dimension. By highlighting a dimension in either the Rows or the Columns list box and then selecting the appropriate selection button, you can use the Member Selector dialog to select a subset of the members for the involved dimension, as shown in Figure 16.5. Figure 16.5 Use the Member Selector dialog to select default column and row dimension members. The last and newest feature of the Rows/Column screen is the Create/Edit Parameter functionality provided for each of the row and column dimensions. This capability provides the business user or report consumer with the capability to interact with the report and control its content by entering parameters that directly affect the dimension members displayed in the OLAP grid(s) on the report.

Using the OLAP Report Creation Wizard and OLAP Expert 377 Because Chapter 5, “Implementing Parameters for Dynamic Reporting,” covered parameters in detail, you are familiar with this topic. Of significance for this wizard screen is that the parameter creation process is directly accessible here, and this facilitates the rapid development of formatted and interactive OLAP reports. If necessary, review Chapter 5 for a refresher on creating and editing parameters. TIP The Member Selector dialog provides some powerful shortcuts for the selection of certain logical groups of members. These selection shortcuts are accessible through either the Select drop-down box or by right-clicking on any part of the Member Selection list 16 box. Sample selection shortcuts include the ability to select all base level members or all members at a highlighted level. Continuing with the creation of the sample report started in the last section, the following steps walk through the Rows/Columns screen part of this report creation example and allow for the refinement of the data to be viewed in the OLAP grid. Follow these steps to add rows and columns to your OLAP-based report: 1. Select the Stores dimension from the available dimensions list as the Row dimension using the row dimension arrow button. (Note: It will likely be necessary to remove a default dimension to ensure that this is the only dimension in the row dimensions list view.) 2. Using the Select Row Members button, select all the store country locations (for example, Canada, USA, and Mexico) from the Member Selector dialog, but deselect the aggregated top-level All field. This enables the OLAP grid to present all the different store types down the side of the grid as rows. 3. Select the Time dimension from the available dimensions list as the Column dimension using the column dimension arrow (>) button. (Note: It will likely be necessary to remove a default dimension to ensure that this is the only dimension in the column dimensions list view.) 4. Using the Select Column Members button, select the quarters Q1, Q2, Q3, and Q4 from the year 1998 from the Member Selector dialog, but be sure not to select any children members. This enables the OLAP grid to present a comparison of the four quarters of data in four side-by-side columns. 5. Click the Next button to proceed. At this point, you will review the concept of OLAP dimension filters and pages in your OLAP report.Specifying OLAP Dimension Slices (Filters) and Pages The Slice/Page dialog of the OLAP Report Creation Wizard, shown in Figure 16.6, enables you to select values or members for the dimensions not selected to be row or column dimensions. In the OLAP world, these dimensions are paged or sliced dimensions.

378 Chapter 16 Formatting Multidimensional Reporting Against OLAP Data Figure 16.6 The Slice/Page screen of the OLAP Report Creation Wizard allows manipulation of the dimensions not selected for use on either the rows or columns.16 The Slice list box lists all the paged dimensions and their current member settings. The default setting is usually all members for any given dimension. An example is that for the Media Type Dimension, the default slice setting is All. To change the member selection (slice) for a particular dimension, that dimension must be selected in the Slice list box, and the Select Slice button must be used to open the familiar Member Selection dialog (refer to Figure 16.5). This dialog is identical to the Member Selector dialog used previously except that you can choose only one member from the selected dimension. If multiple members from a slice dimension are required in a report, use the Page list box and create separate pages/grids for each selected value. The Page list box is initially empty but can contain any dimensions outside the row and column dimensions that require multiple member selection. An example could involve selecting the three countries of North America as store regions. The selection of multiple values for a paged dimension creates completely separate grids (based on the same preselected rows and columns) for each selected member value. To select multiple members for a dimension, select the involved dimension in the Slice list box and move it to the Page list box using the transfer arrow buttons between the list boxes. After you move the dimension to the Page list box, the Select Page Values button enables multiple member selection through the Member Selector dialog. The last, but perhaps most powerful, feature of the Slice/Page screen is the Link to Parameter functionality provided for each of the filtered and paged dimensions. This capability provides the business user or report consumer with the capability to interact with the report and control its content by entering parameters that directly affect the information displayed in the OLAP grid(s) on the report.

Using the OLAP Report Creation Wizard and OLAP Expert 379 Of significance for this wizard screen is that the parameter creation process is directly accessible here, which facilitates the rapid development of formatted and interactive OLAP reports. ➔ For more information on creating and editing parameters, see “Creating and Implementing Parameters Fields,” p. 134 Continuing with the creation of the sample report, the following steps walk through the Slice/Page dialog part of this report creation example and enable you to select the measure to display in the OLAP grid. Follow these steps to select measures on the page/slice dimensions: 16 1. Select the Measures dimension from the Slice list box. 2. Instead of selecting a specific filter using the Select Slice button, click the Link to Parameter Create/Edit button to enable the business user to dynamically select this slice every time the report runs. The Create Parameter Field dialog appears, as shown in Figure 16.7.Figure 16.7The Create ParameterField dialog calledfrom the Slice/Pagescreen. 3. In the Prompting Text text box, enter the text that you want your user to be prompted with when this report runs. In this case, it could be something similar to Please select the measure to be used in your report. Also, ensure that the Discrete Value(s) radio button is active because a range of entries is not required or allowed here. 4. To avoid requiring users to type in any text, defaults can be set so that selection from a drop-down box is possible. To do this, click the Default Values button. The dialog in Figure 16.8 appears. 5. The Measures table is preselected because the report respects the association with the previously highlighted dimension. Move all the available member values for the Measures dimension to the Description list box by clicking on the Select Default Values button and selecting all the members through the familiar Member Selector dialog.

380 Chapter 16 Formatting Multidimensional Reporting Against OLAP Data Figure 16.8 The Set Default Values dialog for the OLAP slice parameter.16 6. Ensure that the Display drop-down box has Description selected and that the Order drop-down box has no sort selected. Click on OK twice to get back to the Slice/Page dialog of the OLAP Report Creation Wizard. 7. When you return to the Slice/Page dialog, highlight the Products dimension in the Slice list box, and click on the arrow transfer/select button to move it to the Page list box. The Member Selection dialog immediately appears with the Products Dimension Hierarchy presented. 8. Select the Food and Drink Product types (two of the children of All Products), and deselect the All Products field. Individual OLAP grids are created for each of the drink products and the food products. If this isn’t clear now, it should make more sense when you visualize the report. 9. Click on OK and then Next to proceed. CAUTION After parameters or multivalue paged dimensions have been set in the OLAP Report Creation Wizard, you can access them for editing only through the OLAP Design Wizard under the main Report menu. These settings are not configurable in the OLAP Expert. Adding Report Styles in the OLAP Report Creation Wizard The Style dialog in the OLAP Report Creation Wizard enables you to select any one of a predetermined number of styles for OLAP grids available in Crystal Reports. Figure 16.9 displays the Style dialog. The styles are a good starting point for formatting the OLAP grids on your reports. You can enhance them through the Customize Style tab of the OLAP Expert (described later in the chapter) and by using many of the advanced formatting features you have already learned about.

Using the OLAP Report Creation Wizard and OLAP Expert 381Figure 16.9The Style dialog ofthe OLAP ReportCreation Wizard. 16Adding Charts via the OLAP Report Creation Wizard The Chart dialog provided in the OLAP Report Creation Wizard enables you to quickly add graphics to the OLAP report being created. The graphics available in the wizard, shown in Figure 16.10, are only a subset of the graphics available in Crystal Reports (see Chapter 8, “Visualizing Your Data with Charts and Maps,” for a refresher), but they enable a rapid visualization of your OLAP data without using the Chart Expert.Figure 16.10The Chart dialog ofthe OLAP ReportCreation Wizardenables you to selectbetween differentbasic chart types.

382 Chapter 16 Formatting Multidimensional Reporting Against OLAP Data Aside from selecting the type of chart (bar, line, or pie) and specifying a title on this screen, you must specify an On Change Of field with an optional Subdivided By field before this screen is complete. As Chapter 8 discussed, On Change Of is the data source field that provides the breaking point for the involved graphic. Examples could include country, region, year, store, product, and so on. The Subdivided By field can provide a second variable to base your charts on. An example of a two-variable OLAP chart using the FoodMart sample cube is a chart showing salary information by year and then subdivided by store type. To complete the OLAP report creation process, the following steps take you through the16 addition of a style, a chart, and the creation of the finished report: 1. On the Style dialog, select any style that suits your preference, and click on the Next button. 2. On the Chart dialog, select Pie Chart as the chart type by selecting the associated radio button. This provides a nice way of visualizing comparables across different store types. 3. Give your chart a title similar to Measures by Store Country and Time by entering it in the Chart Title text box. 4. Select all grid column fields as the On Change Of field. This facilitates the comparison of the three store locales. Select all the grid row fields as the Subdivided By drop-down selection. 5. Click on the Finish button on the OLAP Report Creation Wizard. The wizard prompts you to select a parameter for the Measure dimension. After you select Store Sales (or another field if you prefer), the wizard generates a report that looks similar to Figure 16.11. Figure 16.11 The sample OLAP report created using the OLAP Report Creation Wizard.

Using the OLAP Report Creation Wizard and OLAP Expert 383 The OLAP Report Creation Wizard provides an efficient and effective method to getting value out of OLAP data in a short time. After placing an OLAP grid or OLAP chart on your report through the wizard, you can perform further formatting and analysis through a variety of built-in Crystal Reports formatting tools. The next two sections explore further customization options, and the three subsequent sections discuss the powerful interactivity available in Crystal Reports OLAP objects.Customizing Styles in the OLAP Expert After an OLAP grid has been added to a report, with or without a selected style, Crystal 16 Reports provides the capability to enhance and customize the formatting of that grid through the Customize Style tab of the OLAP Expert. Figure 16.12 shows the OLAP Expert dialog, which you access by right-clicking on an existing OLAP grid object and selecting OLAP Grid Expert or by selecting the Insert OLAP Grid option from the Insert menu.Figure 16.12The OLAP Expert dia-log provides the capa-bility to edit manyOLAP grid displayproperties includingthe customization ofstyles. Four of the tabs in the OLAP Expert have identical functionality to that presented in the previous OLAP Report Creation Wizard sections. The Customize Style tab shown in Figure 16.12 is unique to the OLAP Expert and provides the capability to fine-tune the formatting of the row and column dimensions selected for the involved OLAP grid. By selecting any of the column or row dimensions from the presented list boxes, you can select custom colors for the backgrounds of the OLAP grid row and column headings. The Customize Style tab offers a number of formatting options for the presentation of the grid, including indentation, blank column/row suppression, margins, and labels. Also provided is an option to format grid lines, as shown in Figure 16.13. This dialog enables granular level formatting and selection of grid lines for display on the OLAP grid’s layout.

384 Chapter 16 Formatting Multidimensional Reporting Against OLAP Data Figure 16.13 The Format Grid Lines dialog is accessed from the Customize Style tab of the OLAP Expert dialog and enables granular-level control of the grid lines in the OLAP grid.16 Customizing Labels in the OLAP Expert The Labels tab of the OLAP Expert, shown in Figure 16.14, provides the capability to customize the display of the paged dimension (non-row/column dimensions) labels on the OLAP grid. Figure 16.14 The Labels tab of the OLAP Expert enables you to specify display properties around the OLAP grid’s dimensions. Paged/sliced dimension member values for the display grid can be displayed or hidden by simply moving the selected dimension between the unlabeled dimension and labeled dimension list boxes using the transfer arrow (>, >>, <, <<) buttons. You can select additional label- ing options such as label location, label spacing, and dimension names in this tab.

Advanced OLAP Reporting 385Advanced OLAP Reporting Up to this point, the OLAP Expert and OLAP Report Creation Wizard have demonstrated the capability of Crystal Reports to rapidly create OLAP-based reports. In addition to those capabilities, Business Objects provides advanced analytic capabilities against OLAP data sources through some advanced OLAP-oriented features in Crystal Reports and through a set of online OLAP functionality via BusinessObjects Enterprise’s Voyager functionality (formerly called OLAP Intelligence and before that Crystal Analysis). The last four sections of this chapter introduce some of these advanced features for Crystal Reports. 16Interacting with the OLAP Grid Crystal Reports provides some powerful interactive OLAP features from within the Crystal Reports Preview and Design tabs. Figure 16.15 displays the right-click menu that appears when you right-click on the year Q4 member in this chapter’s sample report.Figure 16.15The right-click menuprovides access toadvanced OLAP fea-tures. Advanced features made available here include conditional member highlighting, setting column display options, hiding and showing members for asymmetrical reporting, adding calculations, adding filters, reordering members, changing the member caption, expanding members (that is, drilling into the children members), adding sorts, and adding automatic totals to the OLAP grid. Although exploring these features in detail is beyond the scope of this chapter, it is important to note their availability for enhancing your OLAP grid presentations and reports. For detailed information on all these functions, you can review a legacy chapter on OLAP Intelligence that is available at www.usingcrystal.com.

386 Chapter 16 Formatting Multidimensional Reporting Against OLAP Data One feature of note is the active nature of the column and row dimensions in the OLAP grid. By double-clicking on any member in either the row or column headings and assuming that the selected member has lower level members (children), the OLAP grid dynamically expands to include that member’s children in the grid. In OLAP parlance, this is drilling down. Figure 16.16 shows the result of drilling down on the Q4 Header in this chapter’s sample report. An alternative means to drilling down is to click on the + icon displayed beside any row or column dimension member. Figure 16.1616 Sample OLAP-based report with Q4 member’s children expanded. A dimension member can subsequently have its children contracted by double-clicking on the parent member or clicking on the – icon beside the involved parent member. This feature enables you to interactively determine the best static viewpoint to provide to the business user audience for the report. Pivoting the OLAP Grid After an OLAP grid has been added to a report, as in this chapter’s sample, Crystal Reports provides the capability to easily swap the grid’s columns and rows. OLAP parlance calls this pivoting the OLAP grid. Figure 16.17 highlights this chapter’s sample report after pivoting with this function. To access this function, right-click on the OLAP grid and select the Pivot OLAP Grid option. Pivoting the OLAP grid does not affect any OLAP charts or maps already on the report. This function is particularly useful when attempting to decide which viewpoint of the involved OLAP grid is most helpful to the business users of the report.

Advanced OLAP Reporting 387Figure 16.17A preview of the sam-ple report after pivot-ing the OLAP grid.Notice how the chartand the grid havechanged. 16Using the Cube View Functionality The Cube View (previously called the OLAP Analyzer) is a powerful worksheet analysis tool introduced in version 9 of Crystal Reports. The Cube View is initiated through the View Cube option on the right-click menu of the OLAP grid (make sure that you don’t have any specific grid objects selected) and is accessed through the Cube View tab in the Crystal Reports Designer (see Figure 16.18). Report designers and analysts familiar with other OLAP interface tools are instantly comfortable with the Analyzer because it provides access to the OLAP cube through a traditional OLAP worksheet.Figure 16.18The Cube View tablaunched by the OLAPAnalyzer provides apowerful analytic toolfor report designersand power users.

388 Chapter 16 Formatting Multidimensional Reporting Against OLAP Data The Cube View tab’s worksheet is designed for rapid analysis of the underlying OLAP data through a rich and interactive interface not available in the OLAP grid presented in the Crystal Reports Preview tab. Dimensions can be rapidly shifted, swapped, and nested by double-clicking on them and dragging them into any row, column, or paged dimension area. A dimension member can be quickly expanded and contracted by clicking on its associated + or – icon. A right-click menu in the OLAP Analyzer view of the cube offers access to additional calculations, sorts, filters, automatic totaling, exception highlighting, data analysis, and custom captions.16 The Cube View is a powerful report design tool because it lets Crystal Reports developers create impressive flat views of the underlying multidimensional/OLAP data in a short time- frame and subsequently format the created OLAP grid in the Preview tab. CAUTION Although both the Cube View tab and the in-place OLAP grids within the Crystal Reports Designer offer much of the same functionality, not all the work handled in the Cube View necessarily translates back to the related OLAP grid on Crystal Reports. Exception Highlighting and Field Formatting are two examples of functionality that does not cross over. It is generally recommended that the majority of formatting work be done in-place within the Crystal Report’s Design or Preview tabs and that cube and dimension orientation be the primary focus of the Cube View tab. Using Charts and Maps Based on OLAP Grids As described in Chapter 8 and discussed briefly in the “Adding Charts via the OLAP Report Creation Wizard” section earlier in this chapter, OLAP grid data can be presented through visually appealing charts and maps. To create a chart or a map based on OLAP data, an OLAP grid must pre-exist on your report as a data source to form the basis of the chart or map. Selecting the Insert Chart or Map command from the Insert menu (or the respective icons on the Insert toolbar) enables the creation of an OLAP-based visualization. The creation process for both charts and maps requires the specification of an On Change Of field. This is the field that the chart or map breaks its summaries on (for example, country, state, product, sales rep, and so on). You can specify an optional Subdivided On field as well. The results of specifying an extra variable to divide the data on has different results for various chart types. Explore various charts to find those most suitable for your business problem. Using the Subdivided On field with a map adds a bar or pie chart to every main region on the selected map. An example of this might be a pie chart depicting the breakdown of sales for each country. CAUTION It is imperative that the On Change Of field be a geographic-based field when creating a map. Otherwise, the mapping component returns an empty map.

Crystal Reports in the Real World—OLAP Summary Report with Drill-Down 389Troubleshooting Adding an OLAP Grid to an Existing Report I want to add an aggregated OLAP grid view to an existing drill-down report. You can quickly accomplish this by accessing the Insert OLAP Grid functionality from the main Insert menu. An alternative approach that might make sense in certain situations is to insert a subreport that points to the involved OLAP data source. Using a subreport to host the OLAP grid enables you to dynamically pass in parameters from the main report to the subreport and its associated OLAP grid. These parameters can dynamically filter the columns, rows, and slices of the involved OLAP grid(s).Crystal Reports in the Real World—OLAPSummary Report with Drill-Down The scenario discussed here describes the flexibility behind accessing multidimensional and relational data sources in one report. The benefit of this type of functionality is to enable the user to see aggregated information coming from a cube while allowing drill-down on the relational data to provide greater detail. By using parameters in this report, you let the user decide which information elements to display. 1. Start by creating a simple sales report against the sample Xtreme data source. For the data, select the First Name, Last Name, and Last Year’s Sales fields from the Customer table. Group the report by region, city, and then customer. Hide the Details section and the City and Customer groups and enable drill-down on these sections. The report at design time should look like Figure 16.19. Before moving on, add Summary fields for Last Year’s Sales into each of the Group Header fields (Country, Region, and City). You can quickly accomplish this by using the new (in version 2008) Add to All Group Levels check box in the Insert Summary dialog. 2. Now add to this report an OLAP grid against the sample cube used earlier in this chapter—Sales and Employees from Foodmart. Using the steps described earlier in this chapter, point the grid at the sample Sales and Employee OLAP cube selecting only the Measures, Time, and Stores dimensions. Select the Stores dimension for the rows and the Time dimension for the columns. Change the Stores rows to include only USA, Canada, and Mexico to limit the number of rows displaying in the report. Also change the Time dimension members selected to Q1, Q2, Q3, and Q4 of 1998. 3. Drop the OLAP grid in the Report Header area. Now insert a bar chart based on the relational source that displays Last Year’s Sales on change of values in the City field and place the chart in the Group Header for Country to enable the user to visually understand the contribution of sales from each of the selected cities. In design view, the report should look similar to Figure 16.20. Perform the same filtering task in the report Select Expert so that the relational data source is limited to the same three countries (USA, Canada, and Mexico).

390 Chapter 16 Formatting Multidimensional Reporting Against OLAP Data Figure 16.19 Framework for drill- down integrating both relational and OLAP data.16 Figure 16.20 A report using both OLAP and relational data sources. The pie chart based on the relational data enables drill-down into the relational data details. 4. If the user viewed this report, he would currently see both the chart and the OLAP grid at the top of the report summarizing the same information but sourced from two different data sources: a pre-aggregated SQL Server data cube and a relational database. (This example assumes that similar data is the basis for both data sources.) To enable end users to turn off the grid display, create a parameter field that specifies whether to

Crystal Reports in the Real World—OLAP Summary Report with Drill-Down 391 display the grid. This enables users to decide whether they want to look at the summary information in both a grid and chart format or only in a chart. 5. Create a parameter of Boolean type called Display Grid. 6. Conditionally suppress the Report Header section containing the grid based on the values supplied to the parameters by right-clicking on the Report Header and selecting Section Expert from the Report Explorer. Click on the X+2 formula button next to the suppress option. Inside the formula editor, type {?Display Grid}=false and close the editor. Now when a user runs the report, he is prompted to select whether 16 he wants to see the summary OLAP grid. Save the report. On display, it should look similar to Figure 16.21.Figure 16.21Report showing boththe OLAP grid andcharts and enablingdrill-down from thehigh-level summaryinformation displayedfrom the OLAP gridinto the relationaldetails. This example illustrates how to combine relational and multidimensional data in one report to allow for different views based on the same underlying data. This allows drill-down on relational elements and provides aggregate header information for views on summary OLAP data.

index SYMBOLS NUMBERS& (ampersand), concatenat- 3D charts, angle options, ing 225-226 string formulas, 112-113 100,000 loop limit, 119 Xcelsius values, 504* (asterisks) parameter fields with, 151 A wildcards, 81 ABAP data dictionary, SAP@ (at symbol) in formulas, integration kit connections, 320 361= (equals to) operators, Action drop-down box parameter fields, 152 (Static List of Values) prop-{ } (French brackets) in, 319- erty (parameter fields), 134 320 Actual versus Target reports,( ) (parentheses) in formulas, chart types, 207 320 ADO.NET data providers,% (percent symbol) in for- 352, 434 mulas, 320 complex query management, 353+ (plus sign), concatenating creating, 354-355 string formulas, 112-113 legacy applications, 353# (pound symbol) in formu- runtime data manipulation, las, 320 353? (question marks) XML recordset connections, formulas, 320 356 wildcards, 81 Advanced layout button// (slashes) in comments, 114 Chart Expert, Data tab,[ ] (square brackets) in for- 208-209 mulas, 319 Map Expert, Data tab, 216_ (underscore) as continued Alert iView (SAP integration line character, 117 kits), 365 alerts advantages of, 283 BusinessObjects Enterprise with, 285

524 alerts components of, 283 application tier (Crystal Background tab (Format creating, 284-285 Reports Server), 398-399 Editor), 168 detail sections triggering, arguments, naming, 122 backgrounds highlighting, 295 report sections, color selec- arithmetic formulas editing, 284-285 tion in, 181-183 error checking, 106 example of, 294-296 Xcelsius dashboards, formatting results of, 107 functions for, 286 481-482 Formula Editor, creating in, IsAlertTriggered function, 103-105 Bar Chart maps, 219 295 functions available for, 103 bar charts, creating, 247-250 message creation, 285 help files for, 103 naming, 284 barcodes naming, 106 conversion formulas, 116 prompting for trigger con- operators, accessing, 106 converting fields to, dition, 285 ToolTips with, 296 arrays (string), 279 245-246 trigger condition specifica- ASP.NET converting to fields, 246 tion, 285 defined, 434 Basic syntax, 318-319 triggering, 284 printing issues, trou- BeforeReadingRecords Web delivery of, 285 bleshooting, 455 process (multipass report- Xcelsius dashboards, Web Forms Viewer, ing process), 124 476-479 447-449 Behavior tab (Xcelsius), 470 aliasing tables, 29 asterisks (*) parameter fields with, 151 blank reports, creating, 16, aligning 44 horizontal alignment, 162, wildcards, 81 blank spaces, removing from 167 at symbol (@) in formulas, report sections, 199 text, report sections, 183 320 Boolean tab (Format Editor), All Values parameters Auto Alerts icon, Xcelsius 170 (parameter fields), 151 dashboards, 478 Border tab (Format Editor), Allow Custom Values prop- Auto-Complete feature 163, 168 erty (parameter fields), 136 (Formula Editor), 105 borders, formatting, 163 Allow Discrete Values prop- autosave feature, 48 erty (parameter fields), 136 Bottom N group selections averages (moving), displaying using parameter fields, Allow Multiple Values prop- in charts, 230 146-147 erty (parameter fields), 136, axes 148 Box tab (Format Editor), 170 cross-tabs, 254 Allow Range Values property dual axes, creating, 249 boxes, creating, 237 (parameter fields), 136 Axes tab (Chart Expert), 211, brackets in formulas ampersand (&), concatenat- 223 French brackets ({ }), ing 319-320 Axis Options dialog (Chart string formulas, 112-113 square brackets ([ ]), 319 Expert), 224-225 Xcelsius values, 504 Browse Data option Another Report Object (Formula Workshop), 196 option (Format Editor, B BusinessObjects Enterprise Hyperlink tab), 170 Background Color box alerts with, 285 Appearance tab (Chart (Section Expert), 181, 200 Crystal Reports Server, Expert), 222-223 compared, 397 Background Color option application servers, Java, 414, (Format Editor, Border 418 tab), 168

charts 525 Xcelsius Change Group Options dia- Chart Layout section (Chart dashboards, 484 log, 65 Expert, Data tab), 208-209 integration, 508 Character Spacing Exactly Chart menu (Designer),BW data option (Format Editor, 20-21 OLAP Intelligence, report- Font tab), 169 Chart Options menu (Chart ing off via, 365 Chart Analyzer tab (Chart Expert), 221 SAP integration kits, Expert), 221 Appearance tab, 222 362-363 Axes tab, 223 Chart dialog Voyager Intelligence, Choose a Viewing Angle OLAP Report Creation reporting off via, 363-365 dialog, 226 Wizard, 381-382 Web Intelligence, reporting Data Labels tab, 223 Standard Report Creation off via, 363-365 Gridlines tab, 223 Wizard, 35, 42BW Query drivers, SAP inte- Legend tab, 223 Chart Drill Down feature gration kits, 362 Multi-Axes tab, 223 (Xcelsius), 490-491By Series radio button Titles tab, 222 Chart Excel tab (Xcelsius), (Xcelsius, General tab), 470 charts 468, 473 3D viewing angle options, Chart Expert 225-226 C accessing, 205 Actual versus Target reports, Axes tab, 211Cache Servers, Crystal 207 axes, dual, 249 Reports Server, 399-400 axes, dual, 249 Axis Options dialog, axis options, 223Can Grow option (Format 224-225 Chart dialog (OLAP Report Editor, Common tab), 167 Chart Analyzer tab, 221 Creation Wizard),CAR File button (OLAP Chart Options menu, 381-382 Report Creation Wizard), 221-223 Chart Expert 375 Color Highlight tab, 212 accessing, 205cascading Data tab, 207 Axes tab, 211 parameters, 147-149 Chart Layout section, Axis Options dialog, prompts, 289-292 208-209 224-225 On Change Of field, Chart Analyzer tab, 221categorizing 209, 228-229 custom functions, 123 Chart Options menu, Show field, 209 221-223, 226 database objects via editing charts, 221 Database Expert, 28 Choose a Viewing Angle formatting options, 221 dialog (Chart OptionsCCM (Central Configuration Load Template option, 221 menu), 226 Manager), 401-402 On Change Of fields, 248 Color Highlight tab, 212CDate() function, 115 Options tab, 211 Data tab, 207-209CDateTime() function, 115 Save Template option, 221 Options tab, 211 Series Option dialog, Series Option dialog, 223CDbl() function, 115 223-224 Text tab, 212cells (cross-tabs) Text tab, 212 Type tab, 205-206 defined, 254 trend lines, 249 Chart Options menu, summaries for, 257 type selection, 247 221-223, 226Central Repositories Type tab, 205-206 color selection, 223 custom functions, adding to, Company Sales reports, 207 126-128 data troubleshooting, 126 complementary data in a single chart, 228-230 How can we make this index more useful? Email us at indexes@samspublishing.com

526 charts customizing value divi- templates for, 221, 349 Color Highlight tab (Chart sions, 211 title options, 222 Expert), 212 customizing value ranges, trend lines, 249 Color Scheme drop-down 211 trendline options, 224 (Xcelsius, Format toolbar), customizing value scales, troubleshooting, 228-229 479 211 type selection, 247 label options, 223 Color tab (Section Expert), Use Depth option, 222 191, 200 specifying, 209 Xcelsius dashboards, Depth option, 222 columns 468-470 dual axis setup, 230 cross-tab columns, 254 Choose a Data Source cursor focus, 165 editing, 221 (Dynamic List of Values) Format Groups with Explode Pie option, 222 property (parameter fields), Multiple Column option formatting options, 221, 225 135 (Section Expert, Layout Funnel charts, 206 Gantt charts, 206 Clamp Page Footer option tab), 191 Gap Width slider, 222 (Section Expert, Common multiple columns, format- tab), 189 ting, 192 Gauge charts, 205 grid options, 225 client tier (Crystal Reports titles, editing, 163-164 gridlines Server), 397 .COM data providers customizing, 211 Close Border on Page Break complex query managment, options, 223 option (Format Editor, 353 grids (OLAP), 388 Common tab), 168 creating, 354-355 help instructions, 226 CMC (Central Management legacy applications, 353 Histogram charts, 206 Console), 402-405 runtime data manipulation, inserting, 205-206 353 CMS (Central Management layouts troubleshooting, 366-367 Server), 399 options, 224 XML data, reading, 367-368 specifying, 208-209 color Backround Color option .COM data sources, 352 legend options, 223 (Format Editor, Border combining objects, 170-174 line chart setup, 230 tab), 168 comments, adding to formu- moving averages, displaying, 230 Border Color option las, 114 (Format Editor, Border Common tab new types of, 204-206 tab), 168 Format Editor number options, 225 branding considerations, Can Grow option, 167 numeric axis charts, 205 238 Close Border on Page On Change Of fields, 248 charts, selecting for, 223 Break option, 168 Overlap slider, 222 conditional formatting for- CSS Class Name option, Pie Rotation slider, 222 mulas for, 241-242 168 Pie Tilt slider, 222 Font, Style, Size, and Color Display String option, position of, specifying, 221 option (Format Editor, Product Profitability 167 Font tab), 169 Horizontal Alignment reports, 207 fonts, 164 option, 167 recurrences of, in relation to report sections Keep Object Together location in report, 206 backgrounds, 181-183 option, 168 Riser Shape option, 222 fonts, 183 Lock Position and Size scale options, 225 selecting, 163 option, 167 sizing, 221 Xcelsius dashboard schemes, Object Name option, summaries, 210 479-480 167 Read Only option, 167

Crystal Reports Servers 527 Repeat on Horizontal conditional formulas (Excel), cells Pages option, 168 Xcelsius, 500-501 defined, 254 Suppress If Duplicated Connection Browser summaries for, 257 option, 167 (OLAP), 374 columns, defined, 254 Suppress option, 167 creating, 257, 268 Text Rotation option, Connection Refresh button (Xcelsius), 507 Cross-Tab Expert, 257, 270 167 CurrentColumnIndex func- ToolTip Text option, 167 containers, Xcelsius dash- tion, 268 Section Expert boards, 474-475 CurrentRowIndex function, Clamp Page Footer Content Locale fields, 61 268 option, 189 continued line character (_), CurrentSummaryIndex Format with Multiple 117 function, 268 Columns option, 189 display strings, 264-266 Hide (Drill-Down OK) control structures Do/While structures, 119 formatting features, 256 option, 189 GridRowPathIndexOf func- Keep Together option, For/Step/Do structures, 119 formatting of, 117 tion, 268 189 Formula Editor for, 116 GridValueAt function, 267 Print at Bottom of Page If/Then/Else, 116-118 group headers, placing in, option, 189 Select Case, 116, 118 271-272 Read-Only option, 190 horizontal expansion fea- Relative Positions Switch structures, 119 ture, 256 option, 190 While/Do structures, 119 Reserve Minimum Page horizontal/vertical summary converting placement, 263 Footer option, 189 barcodes to fields, 246 Suppress (No Drill- percentage-of summaries, fields to barcodes, 245-246 261-262 Down) option, 189, 197 type conversion, 114-116, previewing changes to, 257 Suppress Blank Section 126 quarterly sales by customer option, 189 Underlay Following copying formatting, 161 example, 254-255 Sections option, 189 Count summary, 87 relative position, setting, 260Company Sales reports, Create Parameter Field dia- reports, inserting in, 257 chart types, 207 log rows, defined, 254complex queries, managing, Field Explorer, 138-140 spreadsheets, similarity to, 353 OLAP Report Creation 255 Wizard, Slice/Page dialog,Components window summaries 379 (Xcelsius), 460-461 editing, 270concatenating Create Running Total Field labels, 263 string formulas, 111-112 dialog, 59 Top N groups in, 258-259 strings, 55-56 Create/Edit Parameter func- Crystal Reports Xcelsius values, 503-504 tionality (Rows/columns offline viewer, 409 dialog), 376 Xcelsius dashboards, 485conditional formatting CurrentFieldValue function, cross-domain policies, 508 Crystal Reports Designer, 338 Cross-Tab layout button group organization, 66-67 formulas for, entering, Chart Expert, Data tab, 208 Crystal Reports Servers 241-242 Map Expert, Data tab, 216 applications Highlighting Expert for, cross-tabs CCM, 401-402 240 advantages of, 254 CMC, 402-405 viewing, 241 axes of, 254 InfoView, 405 How can we make this index more useful? Email us at indexes@samspublishing.com

528 Crystal Reports Servers architecture, 397 CStr() function, 115, 126 CurrentFieldValue function BusinessObjects Enterprise CTime() function, 115 in, 338 comparisons to, 397 database field access in, 324 Cube tab (OLAP), Cache Server, 399 default values, 123 Interactive OLAP Cache Servers, 400 descriptions for, 324 Worksheet (Analyzer), 372 CMS, 399 divide-by-zero errors, components of, 396 Cube View (OLAP), 387-388 126-129 concurrent users, 397 cubes (OLAP), 370 division example, 127-128 Event Server, 400 aggregation in, 371 End Function statements, Input/Output File grid presentations, 371 324 Repository Servers, 399 members defined, 371 Extractor for, 127 instances, 400 Select Cube button, 374 field header example, Job Servers, 400 Current CE User ID fields, 128-129 limitations of, 397 61 Formula Expert, creating on-demand reports, viewing, formulas with, 121 Current CE User Name 404 fields, 61 Formula Extractor, creating Page Servers, 400 formulas with, 337 Current CE User Time Formula Workshop, creat- platforms supported, 397 Zone fields, 61 ing in, 98 publishing reports, 403 RAS, 400 Current Date function, Date Help text for, 123 scalability, 397 and Time formulas, 109 name formula example, 327, tiers Current Website or Email 330 application tier, 398-399 Field Value option (Format optional parameters, 324 client tier, 397 Editor, Hyperlink tab), 169 Repository data tier, 401 CurrentColumnIndex func- adding to, 99 intelligence tier, 399-400 tion (cross-tabs), 268 Formula Workshop, 98 processing tier, 400 sharing, methods for, 324 CurrentFieldValue function, Web-based viewing, 405 statelessness, 337 338 Web Intelligence, 397 summary descriptions, 122 CurrentRowIndex function syntax options, 324 Crystal Repository, custom (cross-tabs), 268 functions in, 324 templates, creating for, CurrentSummaryIndex func- 337-338 Crystal syntax, 318 tion (cross-tabs), 268 Customer Contact Listing crystalreports.com report- cursor focus, deleting, 165 reports, creating, 158-161 sharing service website adding reports to, 407 Custom Color Scheme win- Customize Style tab (OLAP home page, 406 dow (Xcelsius), 479 Expert), 383 offline viewer, 409 Custom Function Extractor, customizing sharing reports via, 408 127 color schemes, Xcelsius custom functions dashboards, 480 CrystalReportViewer class instantiating, 419 argument names, 122 Java Report Component author information, 123 viewer processHttpRequest method, 420 calling, 324 group trees, 422 categorizing, 123 toolbars, 422 setReportSource method, Central Repositories, adding labels in OLAP Expert, 384 419 to, 126-128 status bars, Windows CSS Class Name option Forms, 446 converting formulas to, 327 (Format Editor, Common styles in OLAP Expert, 383 tab), 168 creating, 121-123, 127-129, 323-324 Crystal Repository with, 324

Data tab 529 toolbars Image component, 483 creating, 354-355 Java Reporting Insert Filtered Rows fea- legacy applications, 353 Component viewer, 422 ture, 492-493 runtime data manipula- Windows Forms, 446 Label component, 482 tion, 353 viewers life cycle management, XML recordset connec- Web Forms Viewer, 508 tions, 356 448-449 Live Office connectivity, .COM data providers Windows Forms viewers, 509-513 complex query manage- 446-447 Map Components fea- ment, 353 Web Forms Viewer, 449 ture, 494-496 creating, 354-355 Windows Forms multilayer dashboards, legacy applications, 353 status bars, 446 496-498 reading XML data, toolbars, 446 parameterized reports, 367-368 viewers, 446-447 513-514, 518-519 runtime data manipula- PDF documents, 484 tion, 353 portal integration, 521 troubleshooting, 366-367 D PowerPoint, 484 connections, creating via previewing, 467 Database Expert, 26dashboards publishing, 484-485 Java data providers Excel, developing in, 466 Query as a Web Service, creating, 356-357 multilayer dashboards, 514 JavaBeansClassPath 496-498 refreshing Live Office property, 357 Xcelsius connections, 513 JavaDir property, 357 alerts, 476-479 scheduling Live Office troubleshooting, 366-367 backgrounds, 481-482 instances, 513 .NET data providers BusinessObjects selectors in, 471-473 complex query manage- Enterprise, 484, 508 sliders, 467 ment, 353 Chart Drill Down fea- SWF files, 484 creating, 354-355 ture, 490-491 themes, 481 legacy applications, 353 charts in, 468-470 troubleshooting, 486 runtime data manipula- color schemes, 479-480 Web Service connection, 353 connectivity guidelines, tions, 515 XML data providers 505 Word, 484 HTTP data source con- containers in, 474-475 XML Maps, 515-518 nections, 358-359 cross-domain policies, local data source connec- Data (Y) Axis Settings dialog 508 tions, 358 (Chart Expert, Axis Crystal Reports, 485 Web service data source Options dialog), 224 Data Manager Usage tab, connections, 358-359 506-507 Data Date fields, 61 deploying, 484-485 Data Labels tab (Chart Data tab design rules, 458 Expert), 223 Chart Expert, 207 development paradigm, Chart Layout section, Data Manager window 208-209 458-460 (Xcelsius) Dynamic Visibility, On Change Of field, Definition tab, 463 209, 228-229 488-498 Usage tab, 464, 506-507 Excel logic in, 498-505 Show field, 209 Web service connection Map Expert, 215 Flash variables in, methods in, 463-464 519-520 Layout section, 215-216 gauges in, 468 data sources Map Placement section, HTML in, 485, 519-520 ADO.NET data providers 215 complex query management, 353 How can we make this index more useful? Email us at indexes@samspublishing.com

530 Data tab OLAP Database Explorer dialog, Definition tab (Xcelsius, CAR File button, 375 158 Data Manager window), Chart dialog, 381-382 database fields, 336 463 data sources, specifying, Field Explorer view of, 53 Delete button (Section 373-374 multiple fields, selecting, 54 Expert, Sections area), 188 dimension slices (fil- reports, adding to, 53 deleting ters)/pages, specifying, sample data, browsing, 54 cursor focus, 165 377-380 dimensions, specifying, Database menu, 20, 280 report sections, 197 377 database objects Dependency Checker, 23 Member Selector dialog, adding to reports, 27 Depth option for charts, 222 377 categorizing via Database Description Field (Static List Rows/Columns dialog, Expert, 28 of Values) property (param- 375-377 joins, 31 eter fields), 134 rows/columns, specify- Full Outer, 33 ing, 375-377 Inner, 32 Description Table field, 135 Select Cube button, 374 Left Outer, 32 design consistency. See tem- Slice/Page dialog, Not Equal, 33 plates 377-380 SQL commands design explorers Style dialog, 380 adding to reports, 29-31 docking, 22 data tier (Crystal Reports parameters of, 30 Field Explorer, 21 Server), 401 stored procedures, 29 hiding, 22 Data Time fields, 61 tables, adding to reports, 28 Report Explorer, 21 viewing, 28 Repository Explorer, 21 Data Time Zone fields, 62 views, adding to reports, 29 tabs view, 22 database connectivity Date and Time formulas viewing, 22 Java Reporting Component conversion functions, 109 Designer requirements, 416-418 Current Date function, 109 Blank Repot link, 16 open connections, listing via My Connection node Formula Editor, creating Chart menu, 20-21 (Database Expert), 27 via, 108-110 Database menu, 20 operators for, 108 Dependency Checker, 23 database credentials, .NET range functions, 109 viewers with, 449-451 design explorers, 21-22 Date and Time tab (Format Edit menu, 19 database drivers Editor), 170 Expert Tools toolbar, 18 direct access, overview, 23 date functions (Excel), External Commands tool- indirect access, overview, 24 bar, 19 ODBC, 24 Xcelsius, 505 File menu, 19 OLE DB, 24 dates comparators, 277-278 Format menu, 20 Database Expert Formatting toolbar, 18 Date function, 277 data source connections, Getting Started page, 16 creating, 26 DateTime function, 277 DTSToDate function, 278 Help menu, 21 database objects, categoriz- Insert menu, 20 ing, 28 formats for specifying, 278 grouping on, 68-69 Insert Tools toolbar, 18 More Data Sources node, Navigation Tools toolbar, 19 26 strings, converting from, 277-278 Report menu, 20 My Connection node, 27 report sections, 16 open database connections, templates field objects for formatting, 340 design guidelines, 18 listing, 27 Details, 17 opening, 25 Default Value property objects, 17 troubleshooting, 48 (parameter fields), 135

Excel (MS) 531 Page Header, 17 navigating for, 72 ERP (Enterprise Resource Report Header, 17 purpose of, 71 Planning) integration kits Section Expert, 18 Suppress (No Drill-Down) application support, Standard toolbar, 18 option, 73 359-360 ToolTips, 19 drivers full data access, 360 View menu, 20 direct access database, 23 metadata in, 360 Window menu, 21 indirect access database, 24 real-time data access, 361 Workbench, 23 sample reports, 360 Drop Shadow option security, 360destination cells in selectors, (Format Editor, Border 473 tab), 168 errorsDestination property field looping errors, 119 DSNs (Data Source Names), (Xcelsius), 472 runtime, variable data, 24 324-326Detail Size option (Section DTSToDate function, 278 Expert, Layout tab), 191 ETL (Extract Transform & dynamic cascading prompts, Load) products, XML for-Details section, 17, 186 289-292 lines, adding between, 236 mat as, 347 Dynamic List of Values EvaluateAfter() function, template, created by, 336 properties, 135, 147 120, 126direct access drivers, 23 dynamic parameters, Event Server, CrystalDisable Mouse Input on 147-149 Reports Server, 400 Load property (Xcelsius, Dynamic Visibility Excel (MS) Data Manager Usage tab), (Xcelsius), 488-498 dashboard development, 507 460, 466Display String option (Format Editor, Common E reports, exporting to, 346 tab), 167 Xcelsius email addresses Chart Drill Down fea-display strings, cross-tabs columns, 165-166 ture, 490-491 with, 264-266 concatenating values, Email address optiondistinct records option, 306 (Format Editor, Hyperlink 503-504divide-by-zero errors, cus- tab), 169 conditional formulas, tom functions, 126-129 500-501 Edit Mask property (parame- dashboard development,Do/While structures, 119 ter fields), 136-137 460docking design explorers, 22 Edit menu (Designer), 19 date functions, 505Dot Density maps, 219 editing Excel Sheet tab, 468dragging/dropping objects, alerts, 284-285 Excel tabs, 466 171 charts, 221 IF() statements, 500-502 column titles, 163-164 INDEX function,Drill Down feature 502-503 cross-tab summaries, 270 (Xcelsius), 490-491 Insert Filtered Rows fea- Editing area (Formuladrill-down functionality ture, 492-493 Editor), 101 commands for, 386, 389-391 lookup functions, OLAP, 372, 386, 389-391 Enable Load Cursor prop- 502-503 report sections, 186-187, erty (Xcelsius, Data Map Components fea- 201-202 Manager Usage tab), 507 ture, 494-496drill-down reports Enter Values dialog, 29 multilayer dashboards, group paths for, 71 equals to (=) operators, 496-498 hiding details, 72-73 parameter fields, 152 icon for, 71 How can we make this index more useful? Email us at indexes@samspublishing.com

532 Excel (MS) supported Excel func- Parameter Order dialog, Folder iView (SAP integrations in, 498-500 138 tion kits), 365 XML Maps, 515-518 purpose of, 52 Font tab (Format Editor), ExcelRecord format, export- running totals, 58-61, 91 169 ing to, 441 special fields, 61-63 Font, Style, Size, and Color Expert Tools toolbar, 18, 181 SQL Expression fields, 56 option (Format Editor, exporting reports Fields area (Formula Editor), Font tab), 169 batched .NET code exam- 101 fonts (text) ple, 442-443 Fields frame (Formula color selection, 164, 183, Excel format, 346 Editor), 106 234 ExcelRecord format, 441 File Author fields, 62 face selection, 234 formats, .NET, 441 File Creation Date fields, 62 formatting, 162-164 HTML format, 441 rotating, 238-239 File menu, 19 Java Reporting Component, footers Page Setup command, 174 424-427 creating, 46 .NET methods for, 440-443 Save command, 48 cross-tab placement in, option presets, 176 File option (Format Editor, 271-272 output formats, 345-346 Hyperlink tab), 169 Group Footers, 180 PDF format, 346 File Path and Name fields, templates for formatting, plain text format, 441 62 347-348 Report Definition format, filtering, 35. See also sorting For/Step/Do structures, 119 347 custom filtering via parame- RPT format, 441 Format Chart Frame dialog ter fields, 151 RTF Export format, 176 (Chart Expert, Chart field selection, 79 RTF format, 441 Options menu), 225 Formula Editor, 83-84 XML format, 347 formulas from Select Format Editor, 100, 162 Expert, 82 Boolean tab, 170 External Commands toolbar multiple filter application, Border tab, 163, 168 (Designer), 19 81-82 Box tab, 170 external resources, referenc- colors, 163 ing, 176-177 new filters, adding, 81 overview, 78 column titles, 163 ranges for, setting, 80 Common tab F record selection formulas, Can Grow option, 167 82-84 Close Border on Page Field Explorer, 21, 158 refreshing data options, 80 Break option, 168 active field indicators, 53 Select Expert, 78-81 CSS Class Name option, arithmetic formulas, creat- 168 subreports with linked data, ing in, 105 Display String option, 305 Create Parameter Field dia- 167 values for, setting, 80 log, 138-140 Horizontal Alignment database fields, 53 financial functions, 323 option, 167 formula creation, 92 Find in Field Explorer, Keep Object Together formula fields, 54-55 244-245 option, 168 group name fields, 61 Fit Section command, 183, Lock Position and Size opening, 52 199 option, 167 parameter fields, 56-57, Object Name option, Flash variables, Xcelsius 167 138-140 dashboards, 519-520 Read Only option, 167 parameter options, setting, FlashVars tab, SWF files, 520 138

Formula Editor 533 Repeat on Horizontal formatting reports, 156, 192 Pages option, 168 barcodes rotating text, 238-239 Suppress If Duplicated converting fields to, template field objects for, option, 167 245-246 338-339, 343-344 Suppress option, 167 converting to fields, 246 templates for. See templates Text Rotation option, borders, 163 text 167 box creation, 237 Boolean tab (Format ToolTip Text option, 167 charts, 221, 225 Editor), 170 Date and Time tab, 170 conditional formatting Box tab (Format Editor), Font tab, 162, 169 CurrentFieldValue func- 170 horizontal alignment, 162 tion, 338 Date and Time tab Hyperlink tab, 165-166 entering formulas for, (Format Editor), 170 Another Report Object 241-242 Font tab (Format option, 170 Highlighting Expert for, Editor), 169 Current Website or 240 Hyperlink tab (Format Email Field Value viewing, 241 Editor), 169-170 option, 169 copying, 161 Line tab (Format Email address option, cross-tabs, 256 Editor), 170 169 email addresses, 165-166 Numbers tab (Format File option, 169 field objects, 159-160 Editor), 170 Report Part Drilldown fonts, 162-164 objects, 159 option, 169 Format Editor Paragraph tab (Format Website on the Internet Border tab, 168 Editor), 170 option, 169 borders, 163 Picture tab (Format Line tab, 170 colors, 163 Editor), 170 Numbers tab, 170 column titles, 163 Rounding tab (Format opening, 162 Common tab, 167-168 Editor), 170 Paragraph tab, 170 Font tab, 169 Subreport tab (Format Picture tab, 170 fonts, 162 Editor), 170 Rounding tab, 170 horizontal alignment, toolbars for, 163, 234 Subreport tab, 170 162 ToolTips, 167, 235-236 hyperlinks, 165-166 troubleshooting, 176Format Grid Lines dialog (OLAP Expert, Customize opening, 162 Formatting toolbar Style tab), 383 Formula Workshop, 100 (Designer), 18 hyperlinks, 165-166 Formula Editor, 83-84, 96Format Groups with importance of, 234 arithmetic formulas, Multiple Column option (Section Expert, Layout line creation, 236 103-108 tab), 191 margins, 174 Auto-Complete feature, 105 numbers to display strings, available elements, depend-Format Map dialog (Map 264-266 Expert), 227 encies of, 102 object names, 167 comments, 114Format menu, 20, 181 OLAP, 383 continued line characters,Format Painter, 161 phone numbers, 176 117Format toolbar (Xcelsius), report sections control structures, 116-119 Color Scheme drop-down, background color, 181- Custom Function creation, 479 183 98 font color, 183 Date and Time formulas,Format with Multiple summary counts, 182 108-110 Columns option (Section text alignment, 183 Expert, Common tab), 189 How can we make this index more useful? Email us at indexes@samspublishing.com

534 Formula Editor Editing area, 101 control structures, commenting in/out, 114, error-checking while 116-119 338 designing, 106 Custom Function cre- complex filters, 92-94 features list, 97 ation, 98 control structures, 116-119 Fields area, 101 Date and Time formulas, creating functions from, Fields frame, 106 108-110 121-123 formatting control struc- Editing area, 101 Crystal syntax, 318 tures, 117 features list, 97 custom functions, creating, formatting results, 107 Fields area, 101 127-129 formula creation example, Fields frame, 106 Date and Time formulas 102-103 formatting results, 107 conversion functions, Functions area, 101 formula creation exam- 109 naming formulas, 106 ple, 102-103 creating via Formula Functions area, 101 Editor, 108-110 Operators area, 101 naming formulas, 106 Current Date function, Operators frame, 106, 120 Operators area, 101 109 operators, accessing, 106 Operators frame, 106, operators for, 108 order of operations, 110 120 string formulas, 111-113 range functions, 109 order of operations, 110 date comparators, 277-278 toolbar area, 101 string formulas, 111-113 type conversion, 114-116 fields toolbar area, 101 Use Expert button, access- @ (at symbol), 320 type conversion, 114 ing through, 106 adding to reports, 54 variables, 120 variables, 120 concatenating strings, 55 Formula Editor, type con- Field Explorer view of, Formula Expert version, 116 54 accessing, 120 Formula Extractor, creating Formula Workshop with, creating formulas with, 121 functions from formulas, 99 121-123 new formula creation, 55 Formula Extractor formula fields with, 99 objects, 338-339, argument names, 122 navigating, 98 343-344 creating functions from formulas, 121-123 Report Section Expert with, Formula Expert, creating 100 via, 121 templates, advantages with, 337 Repository Custom Formula Workshop, 100 Functions, 98 groups Formula Workshop selection formulas, 100 advantages of, 337 creating for, 74-76 SQL Expression fields, 99 selecting, 89, 92 Browse Data option, 196 Workshop Tree, navigating, memo field operations, components of, 97 98 320-322 Format Editor, 100 formulas multipass reporting process formatting formulas with, arithmetic formulas, Pass #1 phase, 124 100 103-108 Pass #2 phase, 125 Formula Editor, 96 at symbol (@), 320 Pass #3 phase, 126 accessing operators, 106 Pre-Pass #2 phase, 125 barcode conversion formu- arithmetic formulas, Pre-Pass phase, 124 las, 116 103-108 name custom function Auto-Complete feature, Basic syntax, 318-319 brackets in example, 327, 330 105 French brackets ({ }), nesting, 92-94 available element 319-320 order of precedence, 320 dependencies, 102 square brackets ([ ]), 319 parameter fields in, 142 comments, 114 continued line charac- parentheses ( ( ) ) in, 320 ters, 117

grand totals 535 percent symbol (%), 320 creating, 121-123, Gap Width slider for charts, pound symbol (#), 320 127-129, 323-324 222 question marks (?), 320 Crystal Repository with, Gauge Behavior tab record selection, 82-84 324 (Xcelsius, Gauge Properties report sections, adding CurrentFieldValue func- window), 467 pages to, 185 tion in, 338 Gauge charts, 205 runtime errors, 324-326 database field access in, S (sigma) symbol, 320 324 Gauge Properties window default values, 123 (Xcelsius), 466-467 selection formulas (Formula Workshop), 100 descriptions for, 324 gauges, Xcelsius dashboards, slashes (//), comments, 114 divide-by-zero errors, 468 string comparisons, 278-279 126-129 General tab (Xcelsius), 470 division example, string field searches within, Geographic field (Map 127-128 320-322 Expert, Data tab), 217-218 End Function state- string formulas ments, 324 geographic prompts, cascad- concatenation, 111-112 Extractor for, 127 ing, 289-292 creating via Formula field header example, geographical mapping, 204 Editor, 111-113 128-129 Bar Chart maps, 219 Left function, 112 Formula Expert, 121 blank result maps, 216 subreports with linked data, Formula Extractor, 337 Dot Density maps, 219 305 Formula Workshop, 98 formatting options, 227 symbols in, 320 Help text for, 123 syntax Graduated maps, 219 name formula example, availability of, 101 layer control, 227 327, 330 options of, 318 layout of, specifying, optional parameters, 324 selecting, 319 215-216 Repository, 98-99 templates, issues with, 337 sharing, 324 Map Expert, 214 ToolTips statelessness, 337 Data tab, 215-216 adding to results, 113 summary descriptions, Text tab, 220 creating via, 235 122 Type tab, 218-220 type conversion, 114-116 syntax options, 324 mismatches, resolving, 227French brackets ( { } ) in for- templates, 337-338 Pie Chart maps, 219 mulas, 319 formulas, creating via, 123 placement of, specifying, financial, 323 215Full Outer joins, 33 positioning, 227 help files for, 103functions Ranged maps, 219 string, 111 arguments, naming, 122 thumbnail images, 228 type conversion, 114-116 concatenating, string formu- Web resources, 214 las, 111-112 Functions area (Formula zooming in/out of, 228 custom functions Editor), 101 Getting Started page, 16 argument names, 122 Funnel charts, 206 author information, 123 global variables, 120 calling other custom Graduated maps, 219 functions, 324 G grand totals categorizing, 123 alternative summaries, 87 Gantt charts, 206 Central Repositories, creating, 86-87 126-128 Gap Between Details option converting formulas to, (Section Expert, Layout 327 tab), 191 How can we make this index more useful? Email us at indexes@samspublishing.com

536 graphics, adding to reports graphics, adding to reports, groups headers 173 boxes, creating around, 237 cross-tab placement in, Grid tab (Chart Expert, Axis complex filter formulas, 271-272 Options dialog), 225 92-94 Group Headers, 180 cross-tab placement in reports, creating, 46 Gridlines tab (Chart Expert, headers, 271-272 templates for formatting, Chart Options menu), 223 date/time related, 68-69 347-348 GridRowPathIndexOf func- Design window for organiz- tion (cross-tabs), 268 help ing, 66-67 chart creation, 226 grids (OLAP) details, hiding, 88 custom functions, 123 charts/maps based on, 388 drill-down paths, 71. See also interactivty in, 385-386 Help menu (Designer), 21 drill-down reports pivoting, 386 field selection for, 64 Hide (Drill-Down OK) subreports, 389 formula creation for, 74-76 option (Section Expert, formula ranges, 74 Common tab), 189 GridValueAt function (cross- tabs), 267 Group Expert, 68, 75 hiding Group Indent fields, 70 design explorers, 22 Group By On Server option, 286-288 Group Sort Expert, 88-89 details of drill-down reports, group trees, 67 72-73 Group command (Insert hierarchical, 69-70 hierarchical grouping, 69-70 menu), 171 inserting, 64-66 highlighting, conditional for- Group Headers/Footers, 180 multiple fields, sorting on, matting for, 241-242 group name fields, 61 66-68 Highlighting Expert, 240 Group number fields, 62 naming, 65 option settings, 65 Histogram charts, 206 Group Selection Formula fields, 62 parameter field selections horizontal alignment, 162, from, 146-147 167 Group Sort Expert, purpose of, 63 Top/Bottom N parameters, Horizontal Page Number reordering, 66-68 fields, 62 146 selection formulas, 89, 92 Group Sorting dialog horizontal/vertical summary selections, 88-89 (Standard Report Creation placement in cross-tabs, sort order selection for, 65 263 Wizard), 41 sorting, 66-68, 88-89 group trees summaries for, 87-88 HTML (Hypertext Markup Java Reporting Component Language) top 10 sort option, 206 viewer, customizing in, .NET Components, export- troubleshooting 422 ing to/from, 441 complex filter formulas, Web Forms Viewer prop- report example, 49 92 erty for, 448 Xcelsius dashboards, 485, formula ranges, 74 Windows Forms, 446 519-520 selection formulas, 92 grouping data, report cre- HTML report viewer, Java, ation, 46 419-421 H HTTP (Hypertext Transfer Grouping dialog (Standard Report Creation Wizard), handles (objects), viewing, Protocol), data source con- 39 159 nections, 358-359 Grouping layout button HasValue() function, param- Hyperlink tab (Format (Chart Expert, Data tab), eter fields, 137 Editor), 165-166 208 Another Report Object option, 170

Java Reporting Component 537 Current Website or Email Input File Repository MDX query drivers, 363 Field Value option, 169 Servers, Crystal Reports ODS drivers, 363 Email address option, 169 Server, 399 Open SQL drivers, 361, File option, 169 Insert button (Section 367 Report Part Drilldown Expert, Sections area), 188 reporting off BW data, option, 169 362-363 Insert Filtered Rows feature Website on the Internet reporting off R3 data, (Xcelsius), 492-493 option, 169 361 Insert Group dialog, 46, 64, Thumbnail iView, 365Hyperlink Wizard, report- 171 troubleshooting, 367 to-report linking, 243-244 Insert menu, 20 viewing reports, 365hyperlinks Cross-Tab command, 257 Siebel, 366 formatting, 165-166 Group command, 64, 171 intelligence tier (Crystal QueryStrings, 176-177 Insert Chart command, 205 Reports Server), 399-400 reports opening with, Insert OLAP Grid com- 242-244 Interactive OLAP Worksheet mand, 373, 383 (Analyzer), 372 Insert Subreport command, Is date operators, 277 I 301-302, 314 Is Equal To option (Select Text Object command, 159IF() statements, Xcelsius, Expert), 81 Insert Summary dialog, 46, 500-502 182 Is Less Than option (SelectIf/Then/Else structures, Expert), 81 Insert Tools toolbar 116-118 (Designer), 18 is like operators, parameterIgnore Blank Cell check box fields, 152 Insert Type property field (Xcelsius, Behavior tab), (Xcelsius), 472 Is Like option (Select 470 Expert), 81 Insertion Type combo boxImage component (Xcelsius (Xcelsius, Properties win- Is One Of option (Select dashboards), 483 dow), 472 Expert), 81images, adding to reports, installing on-demand, 26 IsAlertTriggered function, 173 295 integration kitsIn operator, 279 ERPIn-Place Subreports, applications support, J 307-308 359-360INDEX function (Excel), full data access, 360 Java Crystal Enterprise SDK, Xcelsius, 502-503 metadata in, 360 412 real-time data access, 361 Java data providersindexed databases, 287 sample reports, 360 creating, 356-357indirect access drivers, 24 security, 360 JavaBeansClassPath prop-InfoSet drivers, SAP integra- PeopleSoft, 365 erty, 357 tion kits, 361 reporting off data, 366 JavaDir property, 357InfoView troubleshooting, 367 troubleshooting, 366-367 Crystal Reports Server com- viewing reports, 366 SAP Java Report Application bination, 405 Server SDK, 412 Xcelsius models, publishing ABAP data dictionary connections, 361 Java Reporting Component to, 410 Alert iView, 365 API of, 414Inner joins, 32 BW Query drivers, 362 application server Folder iView, 365 configuring, 418 InfoSet drivers, 361 support for, 414 How can we make this index more useful? Email us at indexes@samspublishing.com

538 Java Reporting Component architecture of, 412-414 user function libraries, Labels tab (OLAP Expert), COM libraries with, 415 415-416 384 configuring, 417 Web application configura- Layer Control dialog (Map connection URLS, 416 tion, 418 Expert), 227 CrystalReportViewer class, JavaBeansClassPath prop- layering objects, 170-174 419 erty, 357 data source coding methods, Layout section (Map Expert, JavaDir property, 357 Data tab), 215-216 430 databases JDBC (Java Data Base Layout tab classnames, 416 Connectivity), 416-418 Chart Expert, Axis Options connectivity, 416-418 JNDI (Java Naming and dialog, 224 desktop viewer controls for, Directory Interface), 417 Section Expert, 191 414 Job Servers, Crystal Reports Left function, string formu- exporting reports Server, 400 las, 112 code for, 425-427 joins, 31 Left Outer joins, 32 format limitations, 426 Full Outer, 33 page number specifica- Legend tab (Chart Expert, Inner, 32 Chart Options menu), 223 tions for, 427 Left Outer, 32 PDF files, 424, 426-427 Length Limit property Not Equal, 33 RTF files, 424 (parameter fields), 136 tables, linking manually, 45 group trees, customizing, like operators, parameter 422 JRE (Java Runtime fields, 152 HTML report viewer, Environment), 357 Line Style drop-down boxes 419-421 JSP pages, tag libraries for, option (Format Editor, HTML sample code, view- 422-423 Border tab), 168 ing in, 420-421 justification, rotated text, IDEs for, 430-431 Line tab (Format Editor), 240 170 JDBC connections, 416-418 JNDI references, 417 lines, creating, 236 native Java code makeup of, K-L Link dialog (Standard Report 413 Creation Wizard), 38 parameter passing, 428-429 Keep Object Together option (Format Editor, Link tab (Report Wizard), 32 printing reports, 427 Common tab), 168 linked subreports, 305-306, processHttpRequest Keep Together option 314 method, 420 report engine, 414 (Section Expert, Common linking report source types, 423 tab), 189 database objects. See joins report tags, 423 Key fields (Dynamic reports to reports, 242-244 ReportExportControl, Visibility), 488, 490 subreports on derived fields, 425-427 300 scalability of, 413 List of Values Type property setReportSource method, (parameter fields), 134 419 Label component (Xcelsius Live Office supported file formats, 415 dashboards), 482 On Demand option, 513 tag libraries, 418, 422-423 labels (summary) in cross- Refresh option, 513 toolbars tabs, 263 Web Intelligence connectiv- customizing, 422 Labels property field ity toolbars for (Xcelsius), 472 parameterized reports, viewers, 421 513-514

My Connection node (Database Expert) 539 scheduled instances ver- Map Navigator, thumbnail Merge button (Section sus refreshing, 513 map images, 228 Expert, Sections area), 188 Xcelsius connectivity, Map Placement section (Map Merge Section Below com- 509-512 Expert, Data tab), 215 mand, 198-199 parameterized reports, MapInfo website, 214 merging report sections, 198 513-514 scheduled instances ver- maps metadata, ERP integration sus refreshing, 513 Bar Chart maps, 219 kits, 360 blank result maps, 216 Min/Max Data RangesLoad Template option (Chart Expert), 221 Dot Density maps, 219 option (Chart Expert, Axes formatting options, 227 tab), 211local variables, 120 geographic mapping, 204 Modification Date fields, 62Lock Position and Size Graduated maps, 219 option (Format Editor, layer control, 227 Modification Time fields, 62 Common tab), 167 layout of, specifying, Modify Command dialoglogos, placement of, 347-348 215-216 box, 30look and feel, consistency in. Map Expert More Data Sources node See templates accessing, 214 (Database Expert), 26 Data tab, 215-216 Move tab (Choose a Viewinglookup functions (Excel), Text tab, 220 Angle dialog), 226 Xcelsius, 502-503 Type tab, 218-220looping, 119 mismatches, resolving, 227 moving averages, displaying in charts, 230LowerCase() function, Pie Chart maps, 219 321-322 placement of, specifying, Multi-Axes tab (Chart 215 Expert, Chart Options positioning, 227 menu), 223 M Ranged maps, 219 multicolumn reports, for-manual design process sizing, 227 matting, 192 data sources, 44 thumbnail images, 228 multilayer dashboards, fields, adding, 45 Web resources, 214 496-498 grouping data, 46 zooming in/out of, 228 multipass reporting process headers/footers, 46 margins Pass #1 phase, saving reports, 48 defaults, 175 WhileReadingRecords summaries, 46 formatting, 174 process, 124 tables, 45 MDX query drivers, SAP Pass #2 phase, viewing reports, 47 integration kits, 363 WhilePrintingRecords process, 125Map Components feature Measures table (Set Default (Xcelsius), 494-496 Pass #3 phase, 126 Values dialog), 379 Pre-Pass #2 phase, 125Map Expert Member Selector dialog Pre-Pass phase, accessing, 214 (OLAP Report Creation BeforeReadingRecords blank result maps, 216 Wizard), 377 process, 124 Data tab members (OLAP) Layout section, 215-216 multipass system, SQL defined, 371 Expressions, 283 Map Placement section, drill-down functionality, 386 215 My Connection node fields same as, 376 Rapid Map Creation func- (Database Expert), 27 specifying, 376 tion, 217 Text tab, 220 memo fields, keyword Type tab, 218-220 searches of, 320-322 How can we make this index more useful? Email us at indexes@samspublishing.com

540 name builder custom function N new reports, adding, 436 numbers display strings for, 264, 266 opening reports, 440 name builder custom func- overview of, 436 phone numbers, formatting, tion, 327, 330 parameter fields with view- 176 Name property (parameter ers, 451-452 templates field objects for fields), 134 plain text format, exporting formatting, 340 to, 441 Numbers tab names print methods, 443-444 Chart Expert, Axis Options alerts, 284 printing reports, 455 dialog, 225 Object Name option Property Browser, 438-439 Format Editor, 170 (Format Editor, Common Report Application Server, tab), 167 numeric axis charts, 205 453 tables, 29 report designer, 436-439 native drivers. See direct Report Engine Object O access drivers Model, 439 Navigation Tools toolbar Report Wizard, 437 Object Browser (Xcelsius), (Designer), 19 repository with, 438 462 nesting formulas, 92-94 RPT format, exporting to, Object Name option (Format 441 Editor, Common tab), 167 nesting subreports, 312 RTF format, exporting to, objects .NET 441 combining, 170, 172-174 ADO.NET, 434 SetDatabaseLogon method, dragging/dropping, 171 ASP.NET, 434 450-451 fields, formatting, 159-160 data providers strongly typed reports, 440 handles, viewing, 159 complex query manage- threads with, 442-443 ment, 353 layering, 170-174 user interface conventions, reports, 17 creating, 354-355 438 legacy applications, 353 text, formatting, 159 versions of, 435 runtime data manipula- ODBC (Open Database Viewer, Windows Forms, tion, 353 Connectivity), 24, 158 444 data sources, 352 ODS (Operational Data Web Forms Viewer, SOAP, 434 Store) drivers, SAP integra- 447-449 Visual Studio, 435 tion kits, 363 Web services with, 453-454 XML Web services, 434, Windows Forms, 444-447 offline viewer (Crystal 453-454 xcopy, troubleshooting Reports), 409 .NET Components deployments, 455 OLAP (Online Analytical batched exports, 442-443 Processing) New Page After option database credentials, advantages of, 371 (Section Expert, Paging 449-451 Connection Browser, 374 tab), 191, 194 Excel format, exporting to, Cube tab, Interactive OLAP 441 New Page Before option (Section Expert, Paging Worksheet (Analyzer), 372 ExcelRecord format, export- Cube View, 387-388 ing to, 441 tab), 190 cubes, 370 exporting reports, 440-443 Not Equal joins, 33 aggregation within, 371 Field Explorer, 438 NOW() function, Xcelsius, Select Cube button formats for exporting 505 (OLAP Report reports, 441 Number of Divisions option Creation Wizard), 374 HTML format, exporting (Chart Expert, Axes tab), data source accessibility, 372 to, 441 211

Pan tab (Choose a Viewing Angle dialog) 541Data tab Rows/Columns dialog, Open SQL drivers CAR File button, 375 375-377 SAP integration kits, 361, Chart dialog, 381-382 Select Cube button, 374 367 Member Selector dialog, Slice/Page dialog, troubleshooting, 367 377 377-380 operators Rows/Columns dialog, specifying data sources, arithmetic, 106 375-377 373-374 Date and Time formula, 108 Select Cube button, 374 specifying dimension date comparators, 277-278 Slice/Page dialog, slices (filters)/pages, help files for, 103 377-380 377-380 specifying data sources, specifying dimensions, Operators area (Formula 373-374 377 Editor), 101 specifying dimension specifying rows/columns, Operators frame (Formula slices (filters)/pages, 375-377 Editor), 106, 120 377-380 Style dialog, 380 Optional Prompt property specifying dimensions, Preview tab, 372 (parameter fields), 135 377 Row/Column Dimension specifying rows/columns, Parameter links, 371 Options tab (Chart Expert), 375-377 Slice/Page Dimension 211 Style dialog, 380 Parameter links, 372 Orientation option (Sectiondefined, 370 summary report example, Expert, Paging tab), 191drill-down functionality, 389, 391 Output File Repository 372, 386, 389-391 troubleshooting, 389 Servers, Crystal Reportsformatting options, 383 OLAP layout button Server, 399grids Chart Expert, Data tab, 208 Overlap slider for charts, 222 charts/maps based on, Map Expert, Data tab, 216 388 interactivity in, 385-386 OLAP Report Creation P pivoting, 386 Wizard, nesting dimen- presentations, 371 sions, 375 Page Header section, 17 subreports, 389 OLE (Object Linking and Page N of M fields, 62members Embedding), 20 Page Number fields, 62 defined, 371 OLE DB database drivers, 24 fields same as, 376 Page Servers, Crystal OLTP (Online Transactional Reports Server, 400 specifying, 376 Processing) databases, 370new features, 371-372 Page Setup command (FileOLAP Analyzer. See Cube On Change Of field (Chart menu), 174 View Expert, Data tab), 209, Page Setup dialog, 174OLAP Expert 228-229 page sizes, selecting, 175 accessing, 373 On Demand option (Live Customize Style tab, 383 Office), 513 Paging tab (Section Expert) Labels tab, 384 New Page After option, on-demand installations, 26OLAP Intelligence, report- 191, 194 on-demand reports, viewing New Page Before option, ing BW data off, 365 in Crystal Reports Server, 190OLAP Report Creation 404 Orientation option, 191 Wizard, 372 CAR File button, 375 On-Demand Subreports, Reset Page Number After Chart dialog, 381-382 307-310 option, 190 Member Selector dialog, Open Database Connectivity. Pan tab (Choose a Viewing 377 See ODBC Angle dialog), 226 How can we make this index more useful? Email us at indexes@samspublishing.com

542 Paragraph tab (Format Editor) Paragraph tab (Format Name property, 134 Parameters panel (Preview Editor), 162, 170 .NET viewers with, 451-452 tab), 150 parameter fields Optional Prompt property, parentheses ( ( ) ) in formu- adding to reports, 57 135 las, 320 advantages of, 132-133 options, setting, 138 Pass #1 phase (multipass All Values parameters, 151 Parameter Order dialog, reporting process), 124 Allow Custom Values prop- 138 Parameters panel (Preview Pass #2 phase (multipass erty, 136 tab), 150 reporting process), 125 Allow Discrete Values property, 136 Prompt Text property, 135 Pass #3 phase (multipass Allow Multiple Values prop- Prompt with Description reporting process), 126 erty, 136, 148 Only property, 135 PDF files Allow Range Values prop- prompts, 133 exporting erty, 136 refreshing, 142 from Java Reporting Append All Database Values reports Component, 424-427 action, 141 adding to, 142 reports to, 346 asterisk (*) with, 151 previewing in, 142 Xcelsius dashboards, 484 Bottom N group selections, reusing, 150 PeopleSoft integration kits, 146-147 selecting records via, 365 cascading parameters, 143-145 reporting off data, 366 147-149 Show on (Viewer) Panel reports, viewing, 366 Create Parameter Field dia- property, 135, 150 troubleshooting, 367 log, 138-140 Sort Order property, 135 percent calculations, divide- creating, 57, 138-140 Static List of Values proper- by-zero errors, 126 database derived values, ties, 134-135 147-149 static parameters, 140-142 percent symbol (%) in for- Default Value property, 135 storing values for, 150 mulas, 320 default values for, setting, text-entry field creation, 138 percentage of summaries in 140-142 Top N Value fields, 140, cross-tabs, 261-262 defined, 56 146-147 performance denotation of, 144 Top/Bottom N groupings, database level, grouping at, Dynamic List of Values 133 286 properties, 135, 147 troubleshooting, 150 Group By On Server data, dynamic parameters, Value Type property, 134 288 147-149 values, entering, 142 indexed databases, 287 Edit Mask property, Parameter Order dialog Latest Report Changes data, 136-137 (Field Explorer), 138 288 equals to operators, 152 Parameter Table field monitoring, 286 filtering via, 151 (Dynamic List of Values) Page N of M Used option, formulas, using in, 142 property (parameter fields), 288 group selections with, 135 Performance Information 146-147 tool, 287-289 parameterized reports, HasValue() function, 137 processing metrics, 288 513-514, 518-519 input properties of, 134-136 record selection, 279-281 is like operators, 152 parameters report contents information, Length Limit property, 136 fields, creating, 321 288 like operators, 152 Java Reporting Component, saved data information, 288 List of Values Type, 134 passing in, 428-429 SQL Expressions, 283, multiple values, displaying, optional, 324 286-287 145 queston marks (?), 320 SQL statements, 280-281

record selection 543 string searches in databases, Print at Bottom of Page publishing Xcelsius dash- 322 option (Section Expert, boards, 484-485 subreports, 287, 307-308 Common tab), 189 timing metrics, 288 Print Date fields, 62 Q-RPerformance Information Print Time fields, 62 tool, 287-289 queries Print Time Zone fields, 62phone numbers, formatting, complex queries, managing, printing 353 176 ASP.NET issues, trou- views, adding to reports, 29Picture tab (Format Editor), bleshooting, 455 170 Java Reporting Component Query as a Web Service,pictures, adding, 173 reports, 427 Xcelsius dashboards, 514Pie Charts .NET methods for, 443-444 QueryStrings, 176-177 exploding, 222 printers, selecting, 175 question marks (?) maps, 219 Printing Direction option formulas, 320 Rotation slider, 222 (Section Expert, Layout wildcards, 81 Tilt slider, 222 tab), 191pivoting grids (OLAP), 386 processHttpRequest method,plain text format, .NET 420 R3 data, SAP integration exports to, 441 processing tier (Crystal kits, 361plus sign (+), concatenating Reports Server), 400 Ranged maps, 219 string formulas, 112-113 Product Profitability reports, Rapid Map Creation functionportal integration, Xcelsius chart types, 207 (Map Expert), 217 dashboards, 521 programming formulas. See RAS (Report Applicationpound symbol (#) in formu- control structures Server), Crystal Reports las, 320 Prompt Group Text Server, 400PowerPoint (MS), Xcelsius (Dynamic List of Values) Read Only option dashboards, 484 property (parameter fields), Format Editor, Common 135Pre-Pass #2 phase (multipass tab, 167 reporting process), 125 Prompt Text property Section Expert, Common (parameter fields), 135 tab, 190Pre-Pass phase (multipass reporting process), 124 Prompt with Description readability, improving in Only property (parameter report sections, 200Preview mode (Xcelsius), fields), 135 467 Record Number fields, 63 Prompting Text box (CreatePreview tab Parameter Field dialog), Record Selection Formula OLAP, 372 379 fields, 63 Parameters panel, 150 record selection prompts Section Expert, 182 formulas, 82-84 dynamic cascading, 289-292 Suppress option (Format complex example, 297 multiple values, allowing, Editor, Common tab), 167 date comparators, 279 view, 160-161 277-278 Proper Name formula, 327 displaying, 276previewing cross-tab changes, 257 Properties window performance, 279-281 dashboards in Xcelsius, 467 (Xcelsius), 461, 472 string comparisons, parameter fields in reports, Property Browser, Visual 278-279 142 Studio .NET, 438-439 tools for, 276 reports, 43, 161, 164, 182 troubleshooting, 298 parameter fields, 143-144 How can we make this index more useful? Email us at indexes@samspublishing.com

544 Record Sort Expert Record Sort Expert, 84-86 report experts. See report summary counts, inserting, Refresh option (Live Office), wizards 182 513 Report Explorer, 21 text aligning, 183 Refresh Report Data com- Report Header section, 17 improving readability, mand, Report menu, 47 Report menu, 20 200 refreshing Refresh Report Data, 47 troubleshooting, 199 Live Office/Xcelsius con- Select Expert command, 79 nections, 513 Report Selection Formula Report Part Drilldown field, 83 parameter fields, 142 option (Format Editor, Web Intelligence reports, report tags, Java Reporting Hyperlink tab), 169 513 Component, 423 report sections, 16, 180. See Relative Positions option Report Title fields, 63 also reports (Section Expert, Common blank space removal, 183, report wizards, 33 tab), 190 199 accessing, 34 Rem comments, adding to deleting, 197 Database Expert formulas, 114 design guidelines, 18 categorizing database Details section, 17 objects, 28 reordering groups, 66-68 drill-down functionality in, creating data source con- Repeat on Horizontal Pages nections, 26 option (Format Editor, 186-187, 201-202 formatting listing open database Common tab), 168 connections, 27 background color, Report Application Server 181-183 More Data Sources Java edition of, 412 node, 26 font color, 183 .NET, bridge for, 453 My Connection node, 27 general properties of, 184 opening, 25 Report Comments fields, 63 merging, 198-199 troubleshooting, 48 Report Custom Functions. minimal configuration of, Link tab, 32 See custom functions 198 Standard Report Creation Report Definition format, moving fields between, 184 Wizard exporting reports to, 347 multiple sections, 193 Chart dialog, 35, 42 inserting into reports, creating sales reports, Report Description fields, 194-197 templates for, 349 35-42 resizing, 194 Group Sorting dialog, 41 report design explorers. See names of, 181 Grouping dialog, 39 design explorers navigating between, 181 Link dialog, 38 Report Engine Object objects, 17 ODBC Data Source Model, .NET, 439 Page Header section, 17 Selection dialog, 36 Export method, 441 pages, adding previewing reports, 43 exporting reports, 440-443 by formula, 185 Summaries dialog, 40-41 ExportToDisk method, 440 unique pages, 184-185 Template dialog, 42 ExportToHttpResponse previewing reports, 182 subreport creation, 303 method, 441 Report Header section, 17 report-to-report linking, ExportToStream method, Section Expert, 18 242-244 441 Color tab, 191, 200 formats for exporting Common tab, 189-190 ReportDocument objects, reports, 441 Layout tab, 191 .NET, 440 print methods, 443-444 Paging tab, 190 ReportExportControl (Java), ReportDocument objects, Sections area, 188 425-427 440 selecting all objects in, 183 strongly typed reports, 440

Rows/Columns dialog (OLAP Report Creation Wizard) 545reports. See also subreports manual creation viewing via Actual versus Target reports, data sources, 44 PeopleSoft integration chart types, 207 fields, adding, 45 kit, 366 blank reports grouping data, 46 SAP integration kits, 365 creating, 16, 44 headers/footers, 46 views, adding to, 29 templates, 16 saving, 48 ReportSource property charts, specifying position summaries, 46 Web Forms Viewer, 448 of, 221 tables, 45 Windows Forms, 445 Company Sales reports, viewing reports, 47 chart types, 207 maps repository, .NET components of, 180. See also specifying layout of, Components with, 438 report sections 215-216 Repository Custom crystalreports.com report- specifying placement of, Functions, Formula sharing service website, 215 Workshop access to, 98 407-408 multipass reporting process Repository Explorer, 21 Customer Contact Listings, Pass #1 phase, 124 Reserve Minimum Page creating, 158-161 Pass #2 phase, 125 Footer option (Section database fields, adding to, Pass #3 phase, 126 Expert, Common tab), 189 53 Pre-Pass #2 phase, 125 Pre-Pass phase, 124 Reset Page Number After database objects, adding to, multiple report sections, option (Section Expert, 27 inserting, 194-197 Paging tab), 190 drill-down reports group paths for, 71 parameter fields resizing hiding details, 72-73 adding to, 57, 142 charts, 221 icon for, 71 previewing, 142 maps, 227 navigating for, 72 perfect reports as basis for multiple report sections, 194 purpose of, 71 templates, 336 Resolve Mismatch dialog Suppress (No Drill- previewing, 43, 161, 164, (Map Expert), 227 Down) option, 73 182 reusing reports. See tem- exporting Product Profitability plates Excel format, 346 reports, chart types, 207 option presets, 176 running total fields, adding Riser Shape option for output formats, 345-346 to, 58 charts, 222 PDF format, 346 sales reports, creating, 35-42 Roman() function, 115 Report Definition format saving, 48 Rotate tab (Choose a format, 347 SQL commands Viewing Angle dialog), 226 RTF Export format, 176 adding to, 29-31 rotating text, 167, 238-239 XML format, 347 example of, 49-50 fields SQL Expression fields, Rounding tab (Format converting barcodes to, adding to, 56 Editor), 170 246 stored procedures, adding Row/Column Dimension converting to barcodes, to, 29 Parameter links (OLAP), 245-246 tables, adding to, 28, 38 371 filtering data in, 78 templates rows formatting, 156, 192 applying, 333-335, 345 cross-tabs, 254 formula fields, adding to, 54 functionality of, 335-336 Insert Filtered Rows feature Group Headers/Footers, guidelines for, 336 (Xcelsius), 492-493 180 perfect reports as basis Rows/Columns dialog HTML example, 49 for, 336 (OLAP Report Creation Wizard), 375-377 How can we make this index more useful? Email us at indexes@samspublishing.com

546 RPT files, .NET exports to RPT files, .NET exports to, saving general properties of sec- 441 autosave feature, 48 tions, 184 RTF Export format, 176 reports, 48 Layout tab, 191 scalability navigating between sections, RTF files component limitations, 413 navigating between, 181 Java Reporting Component, exporting from, 424 Crystal Reports Server, 397 objects, selecting in, 183 .NET exports to, 441 pages, adding Scales tab (Chart Expert, by formula, 185 running total fields Axis Options dialog), 225 unique pages, 184-185 creating, 58 scheduling Live Paging tab, 190 example of, 58-59 Office/Xcelsius instances, New Page After option, financial statements with, 60 513 191, 194 formula option, 60 searches New Page Before option, large order sums, 60 Find in Field Explorer, 190 placement guideline, 60 244-245 Orientation option, 191 reports, adding to, 58 keywords in fields, 320-322 Reset Page Number running totals Section Expert After option, 190 creating, 90-92 accessing, 18, 181 Preview tab, 182 pound symbol (#), 320 Background Color check Sections area, 188 box, 181 sections, navigating runtime errors Color tab, 191, 200 between, 181 stack, 325 command access, 185 summary counts, inserting, variable data, 324-326 182 Common tab text, aligning, 183 Clamp Page Footer S option, 189 X+2 button, 190, 196 Format with Multiple sections (report). See report S (sigma) symbol in formu- Columns option, 189 sections las, 320 Hide (Drill-Down OK) Sections area (Section sales reports, creating, 35-42 option, 189 Expert), 188 SAP integration kits Keep Together option, Sections box (Section Expert, ABAP data dictionary con- 189 Sections area), 188 nections, 361 Print at Bottom of Page option, 189 security, ERP integration Alert iView, 365 Read-Only option, 190 kits, 360 BW Query drivers, 362 Folder iView, 365 Relative Positions Select Case structures, InfoSet drivers, 361 option, 190 116-118 MDX query drivers, 363 Reserve Minimum Page Select Column Members Footer option, 189 button (OLAP Report ODS drivers, 363 Suppress (No Drill- Creation Wizard), 376-377 Open SQL drivers, 361, 367 Down) option, 189, 197 reporting off Select Expert Suppress Blank Section BW data, 362-363 option, 189 date comparators, 277-278 R3 data, 361 Underlay Following field selection, 79 reports, viewing, 365 Sections option, 189 filters, adding, 81 Thumbnail iView, 365 Details section, 186 formulas generated, show- troubleshooting, 367 fields, moving, 184 ing, 82 Save menu commands, 48 Fit Section command, 183, Is Equal To option, 81 199 Is Less Than option, 81 Save Template option (Chart Expert), 221 Is Like option, 81 Is One Of option, 81

special fields 547 multiple filter application, Job Servers, 400 maps, 227 81-82 limitations, 397 multiple report sections, 194 opening, 79 Page Servers, 400 text objects, 159 purpose of, 78 platforms supported, 397 slashes (//) in comments, 114 ranges, setting, 80 publishing reports, 403 Slice/Page dialog (OLAP record selection RAS, 400 Report Creation Wizard), formulas, 82-83 scalability, 397 377-380 parameter fields, 144 tiers Create Parameter Field dia- refreshing data options, 80 application, 398-399 log, 379 tabs, 79 client, 397 Link to Parameter function- values for filters, 80 data, 401 ality, 378Select Row Members button intelligence, 399-400 Set Default Values dialog, (OLAP Report Creation processing, 400 379 Wizard), 377 viewing on-demand reports, 404 Slice/Page Dimensionselection formulas, 89, 92 Parameter links (OLAP), Web Intelligence, 397 Formula Workshop with, 372 Web-based viewing, 405 100 Set Default Values dialog sliders, Xcelsius dashboards, string field searches, 321 (OLAP Report Creation 467 Windows Forms, 447 Wizard, Slice/Page dialog), slideshows, multilayer dash-Selection Locale fields, 63 boards, 497 379selectors SOAP (Simple Object Access SetDatabaseLogon method, destination cells, 473 Protocol) 450-451 Xcelsius dashboards, defined, 434 471-473 setReportSource method, 419 Xcelsius Web Service con-Series Option dialog (Chart nections, 515 Expert) shared variables, 120, 309-312 Sort control, 292-294 Appearance tab, 223 Data Labels tab, 223 SharePoint Services, Xcelsius Sort Expert. See Record Sort dashboard portal integra- Expert Trendline tab, 224 tion, 521 Sort Order property (param-servers (Crystal Reports) Show field eter fields), 135 applications CCM, 401-402 Chart Expert, Data tab, 209 sorting. See also filtering CMC, 402-405 Map Expert, Data tab, 218 Group Sort Expert, 88-89 InfoView, 405 Show on (Viewer) Panel groups, 66-68 architecture, 397 property (parameter fields), Record Sort Expert, 84-86 BusinessObjects Enterprise, 135, 150 top 10 sort option, 206 compared, 397 Show SQL Query command, Source Data property field Cache Server, 399 280 (Xcelsius), 472 Cache Servers, 400 spacing (text), Character Siebel integration kits, 366 CMS, 399 Spacing Exactly option components, 396 sigma (S) symbol in formu- (Format Editor, Font tab), concurrent users, 397 las, 320 169 defined, 396 single value components special fields Event Server, 400 (Xcelsius), 465-467 Report Selection Formula Input/Output File sizing field, 83 Repository Servers, 399 charts, 221 table of, 61-63 instances, 400 field objects, 159-160 How can we make this index more useful? Email us at indexes@samspublishing.com

548 Specified Order tab Specified Order tab, 65 Standard toolbar (Designer), defined, 300 SQL (Structured Query 18 Design tabs for, 303 Language) Static List of Values proper- distinct records option, 306 commands ties, 134-135 editing, 303, 312 adding to reports, 29-31 status bars, customizing filters for linked data, 305 advantages, 50 Windows Forms, 446 formatting details of, 312 creating, 50 formulas for linking data, Status fields (Dynamic parameters of, 30 305 Visibility), 488, 490 report example, 49-50 hiding sections of, 303 statements storing In-Place, 307-308 performance, 280-281 parameter field values, 150 inserting, 301-302, 314 viewing, 280 procedures, 29 link creation, 306 storing, 31 SQL Commands, 31 linked versus unlinked, 304- SQL Expressions, 281 Strikeout and Underline 306 database fields, limitation to, option (Format Editor, linking on derived fields, 282 Font tab), 169 300 Editor, launching, 282 strings main reports based on mul- fields arrays, 279 tiple subreports, 313-316 adding to reports, 56 comparisons, 278-279 multiple views of data, Field Explorer for, 282 concatenating, 55-56 enabling, 300-304 Formula Workshop with, Display String option nesting, 312 99 (Format Editor, Common OLAP grids in, 389 vendor dependencies of, tab), 167 On-Demand, 307-310 56 formulas On-Demand Subreport generation of SQL queries concatenation, 111-112 check box, 303 from, 282 creating via Formula performance, 287, 307-308 multipass issues, 283 Editor, 111-113 reports, adding to, 301-302, percent symbol (%), 320 functions for, 111 314 performance, 283, 286-287 Left function, 112 reusability of components syntax for fields, 282 keyword searches of, feature, 301 WHERE statement genera- 320-322 summary field flexibility tion, 283 numbers, converting from, with, 301 SQL Servers, JDBC driver 126 troubleshooting, 312 for, 416 strongly typed reports, 440 unlinked, 304 unrelated data sources with, square brackets ([ ]) in for- Style dialog (OLAP Report 300 mulas, 319 Creation Wizard), 380 variables, passing data with, Standard Report Creation styles versus templates, 333 309-312 Wizard Subreport tab (Format writing to databases from, Chart dialog, 35, 42 Editor), 170 313 Group Sorting dialog, 41 subreports. See also report summaries Grouping dialog, 39 sections; reports charts, 210 Link dialog, 38 advantages of, 300-301 Count, 87 ODBC Data Source Available Fields for links, cross-tabs Selection dialog, 36 304 editing in, 270 previewing reports, 43 Change Subreport Links horizontal/vertical place- sales reports, creating, 35-42 option, 314 ment in, 263 Summaries dialog, 40-41 laberls in, 263 creating, 303, 314 Template dialog, 42

toolbar area (Formula Editor) 549 percentage of summaries tag libraries, Java Reporting Title property for, 341 in, 261-262 Component, 418, 422-423 undoing, 335, 344 details, hiding, 88 telephone numbers, format- text grand total creation, 86-87 ting, 176 colors, 164 groups, by, 87-88 fonts Template dialog (Standard reports, creating, 46 color selection in report Report Creation Wizard), S (sigma) symbol, 320 42 sections, 183 subreports for flexibility formatting, 162, 169 with, 301 templates advantages of, 344-345 horizontal alignment, 162Summaries dialog (Standard blank reports, 16 hyperlinks, 165-166 Report Creation Wizard), capabilities of, 332-333 objects, formatting, 159 40-41 charts with, 221, 349 report sectionsSummary command, 182 CurrentFieldValue function, aligning in, 183 338 improving readability in,summary counts, inserting in 200 report sections, 182 custom functions in, rotating, 167, 238-239Suppress (No Drill-Down) 337-338 spacing, 169 option, 73, 189, 197 database field issues, 336 striking out, 169 field mismatches with, 336Suppress Blank Section underlining, 169 field objects, 338-339, option (Section Expert, Text Object command, 159 343-344 Common tab), 189 folder for, 342 Text Rotation optionSuppress If Duplicated Formula Extractor advan- (Format Editor, Common option (Format Editor, tages, 337 tab), 167 Common tab), 167 formulas in, problems with, Text tabSuppress option (Format 337 Chart Expert, 212 Editor, Common tab), 167 functionality of, 335-336 Map Expert, 220SWF files guidelines for, 336 headers and footers with, themes, Xcelsius dashboards, cross-domain policies, 508 347-348 481 FlashVars tab, 520 multilayer dashboards, importance of, 332 Thumbnail iView (SAP inte- 496-498 logos with, 347-348 gration kits), 365 provider/consumer connec- multiple templates, apply- Tight Horizontal option tions, 521 ing, 345 (Format Editor, Border Xcelsius, 460 perfected reports as basis tab), 168 Xcelsius dashboards, 484 for, 336 time, grouping on, 68-69Switch structures, 119 preview pictures of, 344 time formulas. See Date and reapplying, 345 Time formulas Report Description fields, T 349 Title fields, templates for, reports, applying to, 349Tab Set component 333-335 titles (columns), editing, (Xcelsius), 474-475 selecting to apply, 343 163-164tables statelessness, 337 Titles tab (Chart Expert, adding to reports, 28, 38 styles versus, 333 Chart Options menu), 222 aliasing, 29 Template Expert, 334-335 ToNumber() function, 115 linking, 45 thumbnails, 344 selecting, 45 toolbar area (Formula Title fields, 349 Editor), 101 How can we make this index more useful? Email us at indexes@samspublishing.com

550 Toolbar dialog Toolbar dialog, 164 Database Expert, 48 Up/Down Arrow buttons toolbars formatting, 176 (Section Expert, Sections Formatting toolbar, 234 groups area), 188 formatting with, 163 complex filter formulas, updates, troubleshooting, 48 Java Reporting Component 92 Usage tab (Xcelsius, Data viewer, customizing in, formula ranges, 74 Manager window), 464 422 selection formulas, 92 Java data providers, 366-367 Use Depth option for charts, Web Forms Viewer proper- looping errors, 119 222 ties, 448 Windows Forms, customiz- .NET Components, 455 user function libraries, 278, ing, 446 OLAP, 389 415-416 Open SQL drivers, 367 Toolbars command (View menu), 164 parameter fields, 150 PeopleSoft integration kits, ToolTip Text option (Format 367 Value Field (Static List of Editor, Common tab), 167 Values) property (parame- record selection formulas, ToolTips ter fields), 134 298 adding to formulas, 113 report sections, 199 Value Table field (Dynamic alerts with, 296 SAP integration kits, 367 List of Values) property creating, 235-236 subreports, 312 (parameter fields), 135 enabling/disabling, 19 templates, 349 Value Table Field (Static List formulas for creating, 235 type conversion, 126 of Values) property (param- ToolTip Text option updates, 48 eter fields), 134 (Format Editor, Common Web Services Wizard, 410 Value Type property (param- tab), 167 Xcelsius eter fields), 134 top 10 sort option, 206 dashboards, 486 variables Top N groups models published to Formula Editor, using in, cross-tabs with, 258 InfoView, 410 120 formulas for N, 258-259 xcopy deployments, 455 runtime errors data, Top N Value parameter type conversion, 114-116, 324-326 fields, 140, 146-147 126 scope of, 120 Type tab shared, 309-312 Total Page Count fields, 63 Chart Expert, 205-206 subreports, passing data ToText() function, 115 Map Expert, 218-220 with, 309-312 ToWords() function, 115 types of, 120 trend lines, creating, 249 vertical/horizontal summary U-V placement in cross-tabs, Trendline tab (Chart Expert, Series Option dialog), 224 Underlay Following Sections 263 Trigger Cell events, option (Section Expert), View menu (Designer), 20, Xcelsius, 506 189, 228 164 troubleshooting Underlay Section property, viewer tags, Java Reporting ASP.NET, printing reports, 238-239 Component, 423 455 underlining text, Strikeout viewers Central Repositories, 126 and Underline option Web Forms Viewer, 447 charts, 228-229, 349 (Format Editor, Font tab), creating, 447 .COM data providers, 169 customizing, 448-449 366-367 underscore (_) as continued database credentials with, line character, 117 449-451 group trees, 448

wizards 551 parameter fields with, Web Forms Viewer Windows Forms 451-452 creating, 447 customizing ReportSource property, customizing, 448-449 status bar, 446 448 database credentials with, toolbar, 446 toolbars, 448 449-451 viewers, 446-447 Windows Forms Viewer, group trees, 448 database credentials with, 444-445 parameter fields with, 449, 451 customizing, 446-447 451-452 drilldown options, 447 database credentials with, ReportSource property, 448 group trees, 446 449-452 toolbars, 448 invoking viewers, 446viewing Web Intelligence reports parameter fields with, database objects, 28 BW data, 363-365 451-452 design explorers, 22 parameterized reports, ReportSource property, handles, 159 513-514, 518-519 445-446 on-demand reports in refreshing, 513 selection formulas, 447 Crystal Reports Server, status bar, customizing, 446 Web services toolbar, customizing, 446 404 data source connections, reports, 47 viewers, 444 XML data providers,views customizing, 446 358-359 Preview tab, 160-161 invoking, 446 defined, 434 reports, adding to, 29 reports using, 453-454 wizardsVisual Studio .NET Xcelsius connections, Cross-Tab Expert, 257, 270 Crystal Reports with, 435 463-464, 515 Hyperlink Wizard, report- Field Explorer, 438 to-report linking, 243-244 Web Services Wizard, trou- OLAP Report Creation new reports, adding, 436 bleshooting, 410 Wizard, 372 Property Browser, 438-439 Website on the Internet CAR File button, 375 report designer, 436-439 option (Format Editor, Chart dialog, 381-382 Report Wizard, 437 Hyperlink tab), 169 Member Selector dialog, repository with, 438 WebSphere, Xcelsius dash- 377 user interface conventions, Rows/Columns dialog, board portal integration, 438 375-377 521 Web Forms Viewer, 447 Select Cube button, 374 Web services for reports, WHERE statements forcing generation from for- Slice/Page dialog, 453 377-380 Windows Forms Viewer, mulas, 281 specifying data sources, 444 SQL Expressions for gener- 373-374 ating, 283Voyager Intelligence, report- specifying dimension ing off BW data, 363-365 While/Do structures, 119 slices (filters)/pages, WhilePrintingRecords 377-380 process (multipass report- specifying dimensions, W ing process), 125 377 WhileReadingRecords specifying rows/columns,Walls tab (Choose a Viewing 375-377 Angle dialog), 226 process (multipass reporting process), 124 Style dialog, 380watermarks, 189, 238-239 Report Wizard, 33 wildcards, 81 accessing, 34Web applications, configuring Java Reporting Window menu (Designer), Database Expert. See Component for, 418 21 Database Expert How can we make this index more useful? Email us at indexes@samspublishing.com

552 wizards Link tab, 32 Flash variables in, INDEX function, .NET Components, 437 519-520 502-503 Standard Report gauges in, 468 lookup functions, Creation, 35-43 HTML in, 485, 519-520 502-503 Web Services Wizard, trou- Image component, 483 supported Excel func- bleshooting, 410 Label component, 482 tions, 498-500 Word (MS), Xcelsius dash- life cycle management, Excel Sheet tab, 468 boards, 484 508 Excel tabs, 466 Live Office connectivity, Format toolbar, Color Workbench, 23 509-513 Scheme drop-down, 479 Workshop Tree (Formula multilayer dashboards, Gauge Properties window, Workshop), navigating, 98 496-498 466-467 WSDL (Web Service parameterized reports, General tab, 470 Definition Language), 513-514, 518-519 InfoView, publishing to, 410 Xcelsius Web Service con- PDF documents, 484 Insert Filtered Rows feature, nections, 515 portal integration, 521 492-493 PowerPoint, 484 Insert Type property field, previewing, 467 472 X publishing, 484-485 Labels property field, 472 Query as a Web Service, X+2 button (Section Expert), Map Components feature, 514 190, 196 494-496 refreshing Live Office Object Browser, 462 Xcelsius connections, 513 Preview mode, 467 Behavior tab, 470 scheduling Live Office instances, 513 project management, 466 BusinessObjects Enterprise integration, 508 selectors in, 471-473 Properties window, 461, 472 Chart Drill Down feature, sliders, 467 single value components, 490-491 SWF files, 484 465-467 Chart Excel tab, 468, 473 themes, 481 Source Data property field, troubleshooting, 486 472 Components window, 460-461 Web Service connec- SWF files, 460 Custom Color Scheme win- tions, 515 Tab Set component, dow, 479 Word, 484 474-475 dashboards XML Maps, 515-518 Trigger Cell events, 506 alerts, 476-479 Data Manager window xcopy, troubleshooting backgrounds, 481-482 Definition tab, 463 deployments, 455 BusinessObjects Usage tab, 464, 506-507 XML (Extensible Markup Enterprise, 484 Web service connection Language) charts in, 468-470 methods in, 463-464 ADO.NET recordset con- color schemes, 479-480 Destination property field, nections, 356 connectivity guidelines, 472 COM data providers, read- 505 Dynamic Visibility, 488-498 ing data via, 367-368 containers in, 474-475 Excel logic in data providers cross-domain policies, concatenating values, HTML data source con- 508 503-504 nections, 358-359 Crystal Reports, 485 conditional formulas, local data source connec- deploying, 484-485 500-501 tions, 358 design rules, 458 date functions, 505 Web service data source development paradigm, IF() statements, 500-502 connections, 358-359 458-460

Zoom In/Out options (Map Expert) 553 ETL products, 347 reports exporting to, 347 Web services, 434, 453- 454XML Maps (Excel), Xcelsius, 515-516, 518 Y-Zzero, dividing by (custom functions), 126-129Zoom In/Out options (Map Expert), 228 How can we make this index more useful? Email us at indexes@samspublishing.com

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