The document provides an overview of using Crystal Reports, detailing its competencies, phases of report creation, and various features. It covers processes like data sourcing, designing, developing, and testing reports, as well as techniques for customizing and exporting the final reports. Additionally, it discusses the use of subreports, parameter fields, and the integration of business objects universes to enhance report functionality.

1. Agenda
• Introduction to Crystal Reports
• Competencies of Crystal Reports
• Phases of Report Creation
• Creating a Crystal Reports using Wizard
• Design Tab Areas
• Features of Crystal Reports
• Typical Challenges Faced
• Creating Reports from Business Universes

2. Introduction to Crystal Reports
• Allows you to produce the report you want from virtually any data
source
• Helps design, analyze and interpret important information
• Permits creation and maintenance of simple, complex or specialized
reports

3. Competency of Crystal Reports
• Create any report you can imagine
• Can be used for windows as well as web based applications
• Runtime Customization (Reports generated dynamically based on
parameters/formulas)

4. Phases of Report Design
There are five phases of report design.
• Define the concept
• Sourcing the data
• Creating the design
• Developing and testing the design
• Deploying and operating the report

5. Defining the concept
• Beginning with the end in mind
• Have some idea on how the final report will look like(i.e a Prototype)
• Prototype can be a simple Crystal Report or Excel sheet or Word
Document

6. Sourcing the data

7. Creating the Design
• The best report is one that is completed on paper and is then
recreated using Crystal Reports
• Revisit your prototype and decide which of the fields in the report are
– Directly from database
– Calculated from database fields
– Formula fields

8. Developing and Testing the Design
• Input your data and test the report on different platforms
• Any performance issues, revisit your report design
– Check relations/constraints (for any cartesian)
– Check query for performance improvement
– Put option of Grouping on Server
– Eliminate Unused Formulas

9. Deploying and operating the report
• The last step in this process is to consider how your report is going to
be used
• Will it be exported ? If yes, where ?
– Excel (.xls)
– Word (.doc)
– Acrobat (.pdf)
– Rich Text Format (.RTF)
– XML
– Text
– Separated Values (.CSV)
• Will the generated report be mailed/stored in centralized
location/web-based ?

10. Creating a Report
• Connect to a data source
• Connect to database
• Adding tables & Linking Tables
• Defining the design environment
• Inserting objects on a report
• Positioning and sizing objects
• Formatting objects
• Previewing and saving the report

11. Design Tab Areas

12. Two additional sections
• Group Header
Holds the Group name field
Printed once at the beginning of the group
• Group Footer
Holds the summary value
Printed once at the end of the group
Design Tab Areas (Continued)

13. Formatting Object
Selected Object

14. Record Selection
Select the
condition

15. Record Selection (Continued)
Select the name of the country
This selection will return only those records for which the
country is equal to England

16. • Click Sort Record Expert
• Select the field on which you want to
apply sort
• Select sort direction
Sorting Records
Click
Select
the field
Select the sort order

17. • It provides flexibility for
customizing the report
• While on the Design tab,Click insert
group
Grouping the Report
Select the field for
grouping

18. Grouping the Report (Continued)

19. Adding image file to the report
Click insert
picture
Browse and Select
Image file

20. Adding image file to the report (Continued)
Final Report looks like this:

21. Report Creation Using Report wizard
• There are four report creation wizards
Standard
Cross-Tab
Mail Label
OLAP
• Click any one on the start page as per your requirement
• Then it asks you to select the data

22. Report Creation Using Standard Report Wizard
(Continued)
Select
Database

23. Report Creation Using Standard Report Wizard
(Continued)
Select Required
Fields
Click

24. Report Creation Using Standard Report Wizard
(Continued)
Select the field on
which you want to
Group the Data

25. Report Creation Using Standard Report Wizard
(Continued)
Select the field to
apply Summary
Info in the Report

26. Report Creation Using Standard Report Wizard
(Continued)
Apply Group
sorting If You
need

27. Report Creation Using Standard Report Wizard
(Continued)

28. Report Creation Using Standard Report Wizard
(Continued)
Apply Filter
Condition, If
required

29. Report Creation Using Standard Report Wizard
(Continued)
Select a
Template

30. Locking an Object size and position
• Used to lock the position of the selected report object
• Select the object whose size and position you want to lock
• Click lock size/position button in the Formatting Toolbar

31. Making a Report Read-only (Continued)

32. Right Click object you want to make read-only
Making a Object Read-only (Continued)

33. Different sets of data are particularly suited to a certain chart type. The
following is an overview of the main chart types and their most common uses.
1. Bar
2. Side-by-Side bar chart
3. Stacked bar chart
4. Line
5. Area
6. Pie
7. Doughnut
8. 3-D Riser
9. 3-D Surface
10. XY Scatter
11. Radar
12. Bubble
13. Stock
14. Numeric Axis
15. Gauge
16. Gantt
17. Funnel
18. Histogram
Charts

34. Hiding Report Sections
• Hide (Drill-Down OK)
Hides the section when you run the report
• Suppress (No Drill Down)
Condition is applied by formulas
• Suppress Blank section
Hides a section whenever nothing is in it

35. SubReports
• A subreport is a report within a report
• Subreports are used to
– To combine unrelated reports into a single
report
– To coordinate data that cannot otherwise be
linked
– To present different views of the same data
within a single report.

36. Difference b/w Primary Report and SubReport
Sub Report
• Is inserted as an object into a primary report
• Can be placed in any report section
• Cannot contain another subreport.
• Does not have Page Header or Page Footer sections.

37. Inserting SubReports
• On the insert menu Click Subreport
Insert Sub Report
Name
Click Report Wizard to
create Sub Report

38. Functions & Operators

39. • The Summary functions are all used to summarize field data
• Examples:
Sum
Average
Minimum
Maximum
Count
Distinct count etc.
Functions & Operators

40. Functions & Operators
Click ‘Insert Summary’ on the Insert Menu
Select the Summary
function

41. Functions & Operators

42. Linking Tables
• When you add multiple database tables to your report, you need to
link the tables on a common field so that records from one table
match related records from another

43. Linking Tables (Continued)
Primary
Table
Lookup Table

44. Linking Tables (Continued)
• Auto Link
Automatically chooses links for your tables based on common fields in
tables or indexed fields (if your database supports indexed fields).
• Link Processing Order
Specify the link processing order using Order Links option in the
Database Expert.

45. Linking Tables (Continued)

46. Cross-tab Table
• On File menu click New
• Select a Cross-tab Report from
the drop down menu

47. Locate the data source and select the table you want to use
Cross-tab Table (Continued)

48. Check the Linking between the tables
Cross-tab Table (Continued)

49. Add fields to the Rows, Column and Summary field
areas
Cross-tab Table (Continued)
Select the
Summary
operation

50. If you want chart in the Report, Select the type of chart
Cross-tab Table (Continued)

51. Select the fields on which you want to apply filter conditions
Cross-tab Table (Continued)

52. Cross-tab Table (Continued)
Select a
Grid Style

53. Cross-tab Table (Continued)
Typical Cross-tab Report
Product Name Region
Sum of Product Amount in Abu Dhabi

54. Parameter Fields
• Used to Prompt the user to enter the information
• Information entered by the user determines what appears in the report
• Parameter fields support the following data types
Boolean
Currency
Date
Date Time
Number
String
Time

55. Creating Parameter Fields
• Make sure your report is in Design Tab
• Click ‘Field Explorer’ on the Standard
Toolbar
• Select Parameters fields and click New

56. Creating Parameter Fields (Continued)
Select a field
Click Actions,
Select Append
All Database
values
Enter Parameter
Name
Enter Prompt
Text

57. Select ‘Selection Expert’ on the Expert
Tools menu
In the ‘Choose Field’ box select the field
Apply the condition on the field and select
the
parameter as the value
Using Parameter Fields

58. Running Total
• Running totals are totals that can be displayed on a record by record
basis
• It totals all records up to and including the current record.

59. Creating Running Total Field
• Select Running Total Fields in Field Explorer and Click New

60. Select Alerts on the Report Menu then Click Create or Modify Alert
Creating Report Alerts

61. Creating Report Alerts (Continued)
•Name the alert.
•Create the message you want
to appear when the alert is
triggered (optional).
•Define the condition that
triggers the alert.

62. • Prompt values can be populated from values in Database
• Prompts can be arranged in a cascade, where one value in the prompt
constraints values in subsequent pick lists
• Report designers no longer maintain static prompt lists in individual
reports. A single prompt definition can be stored in the repository and
shared among multiple reports, improving both runtime scalability and
design-time productivity
Dynamic and Cascading Prompts

63. Creating Dynamic and Cascading Prompts
Open the sample report called Group.rpt

64. Creating Dynamic and Cascading Prompts
(Continued)
Click Field
Explorer
Select parameter
Fields and then
Click New

65. Creating Dynamic and Cascading Prompts (Continued)
From the
Value List,
select country
From the List
of Values,
select
Dynamic

66. Creating Dynamic and Cascading Prompts
(Continued)
Click the blank field
under country and
select region
Click the blank field
under region and
select city
In the parameter
binding area, click
country and Region
to clear the binding
(only the field
associated with the
City value should
be bound).

67. Creating Dynamic and Cascading Prompts
(Continued)
Select City in the
choose expert
box
Assign a
condition and
select the
dynamic prompt
from the values
list
Click Selection
Expert

68. Creating Dynamic and Cascading Prompts
(Continued)
Select the values for the Prompt and then Click OK

69. • This is optimized for ease of editing the files that it generates
In the File Menu Select ‘Export’ and click on ‘Export Report’
RTF Export Format
Select Editable (RTF)
from the drop down
Select location to store
the report

70. RTF Export Format (Continued)
Select the Options as you need
Select the location
where you want to
save

71. Updated Repository Explorer (Continued)
• The new
repository
Explorer makes it
easier to navigate
within the
Business Objects
Enterprise system
• Better able to
share reporting
components with
other users
through the
repository

72. Updated Repository Explorer (Continued)
Give User Name and Password Credentials

73. Workbench
• Lets you keep Projects organized and allows you to group reports in folders according to your
preference

74. Business Objects Universes
• Crystal reports based on Business Objects Universes can now support Universe run-time
security and union queries
• These enhancements allow for most overloads defined in the Universe to be supported in
Crystal reports

75. Creating Reports from Business Objects Universe
• Go to Standard Report wizard
• Create New Connection
• Universes  Make New Connection  Double Click

76. Creating Reports from Business Objects Universes
(Continued)
• Select the objects whatever you want in to the Result Objects Pane
and Query Filters then say OK

77. Creating Reports from Business Objects Universes
(Continued)
• Select the Query in to the Selected Tables

78. Creating Reports from Business Objects Universes
(Continued)
• Your Report will looks like in the below Screenshot

79. Thank You