This document discusses Crystal Reports and how to create custom reports from data exported from Raiser's Edge. It provides an overview of Crystal Reports, when to use it, and how to attach an exported data file to create a report. It demonstrates how to select fields, add formatting, sorting, groups, and totals. The document emphasizes that Crystal Reports allows for consistent, reusable reports that save time compared to other options like Excel.
This document provides an overview of the key functionality of Datastream Charting, including:
- Creating and customizing charts from economic indicators and datasets
- Applying functions and currency conversions to series
- Editing chart settings such as date ranges, styles, and panes
- Saving charts to a library for easy access later
- Exporting charts to programs like Excel, Word and PowerPoint
The goal is to enable users to quickly access data, build charts, and share analytical insights.
This chapter discusses how to format worksheets in Microsoft Excel. It covers how to add borders and background colors, format text and numbers, adjust column and row sizes, center and align cell contents, copy and move cells using absolute and relative references, and insert and delete rows and columns. The chapter also discusses using styles, hiding and unhiding rows and columns, and managing multiple worksheets in a workbook.
This document provides step-by-step instructions for creating a worksheet and embedded chart in Microsoft Excel 2007. It describes how to start Excel, enter titles and data, use functions like SUM to calculate totals, format cells, save the workbook, and more. The objectives are to learn the basics of working with an Excel worksheet and creating a simple chart from the worksheet data.
This chapter discusses how to manipulate an Access database by creating forms and reports using wizards. It explains how to design forms, add fields, set layouts and titles. It also covers how to create reports, select fields and grouping, set sorting and layout. The document provides steps for printing reports, adding dates, and saving reports as web pages. It emphasizes that specifying relationships between tables makes data management more efficient.
This document provides a summary of several Microsoft Office tips related to Excel, Word, and Outlook. It includes tips on using AutoFill in Excel to copy formulas and complete series, entering long numbers in Excel, creating hyperlinks in Word documents, and changing meeting replies in Outlook. The document was created by Janet Henjum on 1/20/16 and combines multiple previous writing samples into one document for reference.
The document provides instructions on how to use various features of Microsoft Word, including how to start and open documents, insert headers and footers, find and replace text, add borders and shading, check spelling and grammar, and create tables. It describes how to perform common formatting tasks like changing font styles and size, adding bullets and numbering, and converting text case. Instructions are provided with screenshots and step-by-step details.
This document provides an introduction and overview of Microsoft Excel 2007. It discusses the basics of Excel including rows, columns, cells, and the three types of data - labels, constants, and formulas. It describes how to launch Excel and explains the key parts of the Excel window like the ribbon, worksheet, formula bar, and status bar. It includes exercises on how to move around the worksheet, select cells, enter and edit data, and change cell entries. It also covers how to wrap text in a cell when the text is too long.
This document provides a training course on creating a workbook in Microsoft Excel 2007. It covers topics such as opening a new workbook, entering data, editing data, and revising worksheets by inserting and deleting columns and rows. The training includes lessons on meeting the workbook, entering data, and editing data. It provides instructions, screenshots and examples for common tasks in Excel as well as practice questions for each lesson.
This document provides an overview of the key functionality of Datastream Charting, including:
- Creating and customizing charts from economic indicators and datasets
- Applying functions and currency conversions to series
- Editing chart settings such as date ranges, styles, and panes
- Saving charts to a library for easy access later
- Exporting charts to programs like Excel, Word and PowerPoint
The goal is to enable users to quickly access data, build charts, and share analytical insights.
This chapter discusses how to format worksheets in Microsoft Excel. It covers how to add borders and background colors, format text and numbers, adjust column and row sizes, center and align cell contents, copy and move cells using absolute and relative references, and insert and delete rows and columns. The chapter also discusses using styles, hiding and unhiding rows and columns, and managing multiple worksheets in a workbook.
This document provides step-by-step instructions for creating a worksheet and embedded chart in Microsoft Excel 2007. It describes how to start Excel, enter titles and data, use functions like SUM to calculate totals, format cells, save the workbook, and more. The objectives are to learn the basics of working with an Excel worksheet and creating a simple chart from the worksheet data.
This chapter discusses how to manipulate an Access database by creating forms and reports using wizards. It explains how to design forms, add fields, set layouts and titles. It also covers how to create reports, select fields and grouping, set sorting and layout. The document provides steps for printing reports, adding dates, and saving reports as web pages. It emphasizes that specifying relationships between tables makes data management more efficient.
This document provides a summary of several Microsoft Office tips related to Excel, Word, and Outlook. It includes tips on using AutoFill in Excel to copy formulas and complete series, entering long numbers in Excel, creating hyperlinks in Word documents, and changing meeting replies in Outlook. The document was created by Janet Henjum on 1/20/16 and combines multiple previous writing samples into one document for reference.
The document provides instructions on how to use various features of Microsoft Word, including how to start and open documents, insert headers and footers, find and replace text, add borders and shading, check spelling and grammar, and create tables. It describes how to perform common formatting tasks like changing font styles and size, adding bullets and numbering, and converting text case. Instructions are provided with screenshots and step-by-step details.
This document provides an introduction and overview of Microsoft Excel 2007. It discusses the basics of Excel including rows, columns, cells, and the three types of data - labels, constants, and formulas. It describes how to launch Excel and explains the key parts of the Excel window like the ribbon, worksheet, formula bar, and status bar. It includes exercises on how to move around the worksheet, select cells, enter and edit data, and change cell entries. It also covers how to wrap text in a cell when the text is too long.
This document provides a training course on creating a workbook in Microsoft Excel 2007. It covers topics such as opening a new workbook, entering data, editing data, and revising worksheets by inserting and deleting columns and rows. The training includes lessons on meeting the workbook, entering data, and editing data. It provides instructions, screenshots and examples for common tasks in Excel as well as practice questions for each lesson.
This document provides an overview of a workshop on fundamental Microsoft Access 2007 applications. The objectives are to create and populate an Access database, design forms and queries, produce reports, and incorporate multimedia. It outlines how to create tables and forms using the wizard, add fields and attachments, design queries using criteria, and generate reports. The document demonstrates various Access interface elements and functions for working with objects, saving data, and properly closing the application.
This document provides an overview and lessons for a Microsoft Excel 2003 training course on creating a workbook. It covers topics such as creating and navigating workbooks and worksheets, entering different types of data into cells including text, numbers, dates and times, and editing data. It also discusses formatting cells and removing formatting. The lessons include objectives, instructions, examples and practice questions.
This document provides instructions for various formatting and layout tasks in Microsoft Word, such as creating tables, finding and replacing text, inserting page numbers and headers/footers, adding bullets and numbering, formatting columns, inserting breaks, and copying/pasting content between Word, Excel and PowerPoint. Key tasks covered include auto-formatting tables, splitting windows, inserting pictures between paragraphs, making covers, setting tab stops, and copying graphs from Excel into Word or tables from Word into PowerPoint.
This document provides a tutorial for using Microsoft Excel 2007. It begins by explaining how to open the Excel program from the Start menu. It then describes the various parts of the Excel interface like the ribbon, sheet tabs, cells, etc. The majority of the document outlines the various tools available in Excel for tasks like formatting, inserting tables and charts, using formulas and functions, sorting and filtering data, and reviewing/editing worksheets. It concludes by giving instructions for making a table and formatting the cells.
The document provides instructions on how to perform various tasks in Microsoft Word, such as moving the cursor, selecting and deselecting text, moving, copying, and deleting text and graphics, checking spelling and grammar, changing case, making drop caps, writing sales and leave letters, saving and printing documents, drawing and formatting tables, and adding borders and shading. It includes over a dozen numbered sections each describing how to complete a specific task through keyboard shortcuts or menu options in Word.
This document provides an overview of the objectives and activities to be covered in a Microsoft Access 2007 workshop, including how to create and populate a database table, design forms and queries, produce reports, and incorporate graphics. It outlines how to create a new blank database, insert and select fields, populate and format a table in Datasheet view, create forms using the Form Wizard, run and design queries using the Query Wizard, create and populate a second table, use the Report Wizard to design reports, and properly close and exit Microsoft Access.
The document provides an overview of Microsoft Excel 2010 and outlines the key topics covered in Chapter 1 of the textbook. Chapter 1 focuses on the basics of creating an Excel workbook, including understanding the structure of worksheets and workbooks, entering text and values into cells, formatting cells, and printing worksheets. The chapter also covers skills like using cell references, inserting and deleting rows and columns, creating new worksheets, and renaming sheets.
The document provides an overview of the Common Platform (CP) technology operations at S&T, which supports Thomson Reuters' Eikon software. CP aims to consolidate the development and support of Thomson Reuters' many products onto a single platform. The CP technology operations team, called CP Techops, supports the seven pillars that make up CP and Eikon, including accounts/authentication, search/navigation, real-time data delivery, content display, the Eikon desktop, news, and charts. The environments, data centers, release cycles, and change process from development to production are also overviewed.
As an MS Access trainer, the one question I am always asked is how to create and implement working MS Access subforms. This handy guide will get you up and running FAST!
The document provides an overview of the key features and functions of Microsoft Word, including:
1) It describes the various views (Normal, Outline, Page Layout, and Online Layout) and interface elements like menus, toolbars, and scrollbars.
2) It explains how to perform common text editing and formatting tasks like selecting text, changing fonts, inserting page breaks, and adding bullets and numbering.
3) It provides shortcuts for commands like cut, copy, paste, find and replace, and discusses options for formatting documents like setting margins and page size.
1. The document provides step-by-step instructions for editing an Excel database and dashboard used to track performance metrics over time.
2. It describes how to save the file with the new year, clear old data, enter new dates and objectives for the upcoming year, and save the changes.
3. Subsequent sections explain how to enter new monthly data, update the dashboard, graphs, and metrics as new information becomes available each reporting cycle.
MS Word is a widely used word processing software that allows users to create professional-looking documents easily. It stores documents electronically, making it simple to revise and reuse text. Word's ribbon interface organizes commands into tabs like Home, Insert, and Page Layout. The Home tab contains formatting options while the Insert tab allows adding images, tables, and other items. Word enables customizing page margins, adding headers and footers, formatting text with styles and colors, inserting pictures and graphics, and checking spelling and grammar. Documents can be printed or saved for later use.
A PowerPoint presentation from the Economy Module of the South West Observatory on using the ECON|i software to access the South West Regional Accounts.
This document provides an overview of how to perform common tasks in Microsoft Excel 2007, including:
1. Opening Excel, creating and saving workbooks, and identifying the main elements of a worksheet.
2. Entering and editing data, navigating cells, and selecting cells using the mouse and keyboard.
3. Applying formatting using predesigned styles, inserting formulas with the Sum button, and copying formulas.
4. Accessing help, printing workbooks, and closing and exiting Excel.
This document provides an introduction to using Eikon Excel. It describes how to retrieve real-time data and generate basic tables using the <=RIC> and <=DI> functions. It also explains how to build custom formulas using the formula builder, screen for stocks, plot charts, and translate between ISIN and RIC codes. The key functions of Eikon Excel allow users to access real-time market data, build financial models and analyses, and generate reports directly in Microsoft Excel.
The document provides an overview of the new Word environment in Microsoft Office 2007, describing the main interface elements:
1) Commands are accessible through the Microsoft Office Button menu, Quick Access Toolbar, and Ribbon tabs and groups. The Ribbon replaces the menus of previous versions and organizes commands.
2) When you open a document, the Home tab is active with groups for common formatting and editing tools. Other tabs like Insert, Page Layout, and View contain buttons for working with content.
3) The status bar displays information about the current document and View toolbar. Dialog boxes accessed from group launchers provide additional formatting options. Live Previews allow exploring effects without applying them.
Measure the right stuff with crystal reports bb con 2011Joe Meehan
This session was a review of Crystal Reports® and how they're used with The Raiser's Edge, advantages over Microsoft Excel®, types of reports available, and how to set up custom reports. Learn details about grouping, subtotals, suppressing records, and consistency among staff reports.
Microsoft Access allows you to create tables, forms, reports, and queries. Tables store data, forms allow data entry, reports display information, and queries extract specific data. To create a table, select fields and data types. Forms are easier than tables for data entry and are created using the Form Wizard. Reports display information in a printable format and are generated using the Report Wizard. Filters hide unwanted records in tables. Queries extract data using criteria like fields, text, numbers, and dates. Relationships link related data across tables.
This document provides an overview of SAP Business Warehouse (BW) and instructions for accessing and working with BW reports. BW is SAP's data warehousing tool that allows users to perform ad hoc analytical reporting on summarized data uploaded from SAP R/3. The document reviews how to log into BW, search for and open reports, enter selection criteria to filter data, work with variants to save commonly used criteria, and customize reports. It also provides guidance on executing reports, saving workbooks, and refreshing data.
The document discusses pivot tables and pivot charts in Microsoft Excel. It provides instructions on how to create a basic pivot table by selecting data and dragging fields, and how to modify and filter the pivot table. It also explains how to create a pivot chart based on a pivot table and change the chart type. The document demonstrates multiple examples of advanced pivot table features like two-dimensional tables, calculated fields, and multi-level tables with multiple row and filter fields.
This document provides an overview of a workshop on fundamental Microsoft Access 2007 applications. The objectives are to create and populate an Access database, design forms and queries, produce reports, and incorporate multimedia. It outlines how to create tables and forms using the wizard, add fields and attachments, design queries using criteria, and generate reports. The document demonstrates various Access interface elements and functions for working with objects, saving data, and properly closing the application.
This document provides an overview and lessons for a Microsoft Excel 2003 training course on creating a workbook. It covers topics such as creating and navigating workbooks and worksheets, entering different types of data into cells including text, numbers, dates and times, and editing data. It also discusses formatting cells and removing formatting. The lessons include objectives, instructions, examples and practice questions.
This document provides instructions for various formatting and layout tasks in Microsoft Word, such as creating tables, finding and replacing text, inserting page numbers and headers/footers, adding bullets and numbering, formatting columns, inserting breaks, and copying/pasting content between Word, Excel and PowerPoint. Key tasks covered include auto-formatting tables, splitting windows, inserting pictures between paragraphs, making covers, setting tab stops, and copying graphs from Excel into Word or tables from Word into PowerPoint.
This document provides a tutorial for using Microsoft Excel 2007. It begins by explaining how to open the Excel program from the Start menu. It then describes the various parts of the Excel interface like the ribbon, sheet tabs, cells, etc. The majority of the document outlines the various tools available in Excel for tasks like formatting, inserting tables and charts, using formulas and functions, sorting and filtering data, and reviewing/editing worksheets. It concludes by giving instructions for making a table and formatting the cells.
The document provides instructions on how to perform various tasks in Microsoft Word, such as moving the cursor, selecting and deselecting text, moving, copying, and deleting text and graphics, checking spelling and grammar, changing case, making drop caps, writing sales and leave letters, saving and printing documents, drawing and formatting tables, and adding borders and shading. It includes over a dozen numbered sections each describing how to complete a specific task through keyboard shortcuts or menu options in Word.
This document provides an overview of the objectives and activities to be covered in a Microsoft Access 2007 workshop, including how to create and populate a database table, design forms and queries, produce reports, and incorporate graphics. It outlines how to create a new blank database, insert and select fields, populate and format a table in Datasheet view, create forms using the Form Wizard, run and design queries using the Query Wizard, create and populate a second table, use the Report Wizard to design reports, and properly close and exit Microsoft Access.
The document provides an overview of Microsoft Excel 2010 and outlines the key topics covered in Chapter 1 of the textbook. Chapter 1 focuses on the basics of creating an Excel workbook, including understanding the structure of worksheets and workbooks, entering text and values into cells, formatting cells, and printing worksheets. The chapter also covers skills like using cell references, inserting and deleting rows and columns, creating new worksheets, and renaming sheets.
The document provides an overview of the Common Platform (CP) technology operations at S&T, which supports Thomson Reuters' Eikon software. CP aims to consolidate the development and support of Thomson Reuters' many products onto a single platform. The CP technology operations team, called CP Techops, supports the seven pillars that make up CP and Eikon, including accounts/authentication, search/navigation, real-time data delivery, content display, the Eikon desktop, news, and charts. The environments, data centers, release cycles, and change process from development to production are also overviewed.
As an MS Access trainer, the one question I am always asked is how to create and implement working MS Access subforms. This handy guide will get you up and running FAST!
The document provides an overview of the key features and functions of Microsoft Word, including:
1) It describes the various views (Normal, Outline, Page Layout, and Online Layout) and interface elements like menus, toolbars, and scrollbars.
2) It explains how to perform common text editing and formatting tasks like selecting text, changing fonts, inserting page breaks, and adding bullets and numbering.
3) It provides shortcuts for commands like cut, copy, paste, find and replace, and discusses options for formatting documents like setting margins and page size.
1. The document provides step-by-step instructions for editing an Excel database and dashboard used to track performance metrics over time.
2. It describes how to save the file with the new year, clear old data, enter new dates and objectives for the upcoming year, and save the changes.
3. Subsequent sections explain how to enter new monthly data, update the dashboard, graphs, and metrics as new information becomes available each reporting cycle.
MS Word is a widely used word processing software that allows users to create professional-looking documents easily. It stores documents electronically, making it simple to revise and reuse text. Word's ribbon interface organizes commands into tabs like Home, Insert, and Page Layout. The Home tab contains formatting options while the Insert tab allows adding images, tables, and other items. Word enables customizing page margins, adding headers and footers, formatting text with styles and colors, inserting pictures and graphics, and checking spelling and grammar. Documents can be printed or saved for later use.
A PowerPoint presentation from the Economy Module of the South West Observatory on using the ECON|i software to access the South West Regional Accounts.
This document provides an overview of how to perform common tasks in Microsoft Excel 2007, including:
1. Opening Excel, creating and saving workbooks, and identifying the main elements of a worksheet.
2. Entering and editing data, navigating cells, and selecting cells using the mouse and keyboard.
3. Applying formatting using predesigned styles, inserting formulas with the Sum button, and copying formulas.
4. Accessing help, printing workbooks, and closing and exiting Excel.
This document provides an introduction to using Eikon Excel. It describes how to retrieve real-time data and generate basic tables using the <=RIC> and <=DI> functions. It also explains how to build custom formulas using the formula builder, screen for stocks, plot charts, and translate between ISIN and RIC codes. The key functions of Eikon Excel allow users to access real-time market data, build financial models and analyses, and generate reports directly in Microsoft Excel.
The document provides an overview of the new Word environment in Microsoft Office 2007, describing the main interface elements:
1) Commands are accessible through the Microsoft Office Button menu, Quick Access Toolbar, and Ribbon tabs and groups. The Ribbon replaces the menus of previous versions and organizes commands.
2) When you open a document, the Home tab is active with groups for common formatting and editing tools. Other tabs like Insert, Page Layout, and View contain buttons for working with content.
3) The status bar displays information about the current document and View toolbar. Dialog boxes accessed from group launchers provide additional formatting options. Live Previews allow exploring effects without applying them.
Measure the right stuff with crystal reports bb con 2011Joe Meehan
This session was a review of Crystal Reports® and how they're used with The Raiser's Edge, advantages over Microsoft Excel®, types of reports available, and how to set up custom reports. Learn details about grouping, subtotals, suppressing records, and consistency among staff reports.
Microsoft Access allows you to create tables, forms, reports, and queries. Tables store data, forms allow data entry, reports display information, and queries extract specific data. To create a table, select fields and data types. Forms are easier than tables for data entry and are created using the Form Wizard. Reports display information in a printable format and are generated using the Report Wizard. Filters hide unwanted records in tables. Queries extract data using criteria like fields, text, numbers, and dates. Relationships link related data across tables.
This document provides an overview of SAP Business Warehouse (BW) and instructions for accessing and working with BW reports. BW is SAP's data warehousing tool that allows users to perform ad hoc analytical reporting on summarized data uploaded from SAP R/3. The document reviews how to log into BW, search for and open reports, enter selection criteria to filter data, work with variants to save commonly used criteria, and customize reports. It also provides guidance on executing reports, saving workbooks, and refreshing data.
The document discusses pivot tables and pivot charts in Microsoft Excel. It provides instructions on how to create a basic pivot table by selecting data and dragging fields, and how to modify and filter the pivot table. It also explains how to create a pivot chart based on a pivot table and change the chart type. The document demonstrates multiple examples of advanced pivot table features like two-dimensional tables, calculated fields, and multi-level tables with multiple row and filter fields.
Microsoft Access is a powerful database program that allows users to create and manage databases. It has built-in features to help construct and view information through tables, queries, forms, and reports. Access breaks down databases into a hierarchy including the database file, tables, records, fields, and data types. Users can create databases from scratch or with a wizard, then enter and manipulate data by adding, updating, and deleting records in tables or forms. Relationships between tables can also be created by matching primary and foreign keys to bring information together across multiple tables.
Access Ch4 Creating Reports And Forms (Jy)Chun Hoi Lam
The document discusses various techniques for customizing reports and forms in Microsoft Access, including using wizards to create reports, grouping and sorting data, adding totals and subtotals, filtering records, printing reports, modifying controls by resizing, repositioning, changing formats and more.
The document provides instructions for an accounting exercise involving creating a database with tables for customers, inventory, sales clerks, and sales transactions. The student is asked to create a linking table between the sales and inventory tables with a composite primary key, and establish relationships between the tables by linking the primary and foreign keys while enforcing referential integrity. Helpful hints are provided on how to create tables and relationships in Microsoft Access.
Access Ch3 Maintaining A Database (Jy)Chun Hoi Lam
The document provides instructions for performing various tasks in Microsoft Access, including maintaining a database by adding, changing, deleting records, searching, filtering, and updating records and tables. It also describes how to format datasheets, use queries, specify validation rules and formats, create and use lookup fields, and resize columns.
This chapter discusses how data is organized in an Access database using tables, records, and fields. It also covers how to create and work with tables, enter and edit data, import data, and create simple queries using the Query Wizard to search and filter data in the tables. Creating queries allows the user to specify criteria to locate specific records in the tables based on field values.
This chapter discusses how data is organized in an Access database using tables, records, and fields. It also covers how to create and work with tables, enter and edit data, import data, and create simple queries using the Query Wizard to search and filter data in the tables. Creating queries allows the user to specify criteria to locate specific records in the tables based on field values.
Microsoft Access allows users to create and manage databases. It breaks down databases into tables, records, fields, and data types. Tables organize data into rows and columns and can be displayed in a form or report view. Forms and reports allow data to be entered and presented in an organized manner. Both forms and reports are created using wizards to select fields and layouts and manipulate the underlying table data.
Microsoft Access is a software application that could help students to create databases and organize data using database tools like, reports, modules, tables and queries. Database Relational is a tool that could organize the data by its relationship (One is to One, One is to Many and Many is to Many.
This document provides instructions for maintaining a database in Microsoft Access, including how to add, change, delete, search for, and filter records. It also describes how to update table designs, format datasheets, use action queries and lookup fields, specify validation rules and relationships, and sort records. The steps provided include opening an Access database, creating simple forms, using forms to add and update records, deleting records, applying various filtering techniques, and adding new fields to a table.
Pivot table reports allow users to analyze and manipulate spreadsheet data in different ways to answer questions. They can be used to summarize large amounts of data. Pivot tables are created by selecting cells of data and using the Insert and PivotTable commands. Fields from the data can then be dragged into the pivot table report to group and summarize the data. Pivot tables can be filtered to focus on specific fields or values. The data can also be pivoted or moved between different areas of the report. Charts can also be created from the pivot table data.
Pivot table reports allow users to analyze and manipulate spreadsheet data in different ways to answer questions. They can be used to summarize large amounts of data. To create a pivot table, users select cells of data and insert a pivot table, which displays fields for the different data categories. Users can then drag fields into different areas to produce summaries, like showing total sales by salesperson. Filters can also be added to focus on specific regions or categories. The pivot table can then be pivoted or manipulated further by dragging fields to different areas. A pivot chart can also be created to visualize the pivot table data.
This document gets you quickly familiar with Power BI and set you on the journey. Even if this is your first time, you will create a Power BI report today by following the steps listed out in the Manual. Eat the Frog Now! Get Started with Power BI
This document provides an overview of creating and using a date dimension in Power BI. It outlines steps to generate a table of dates from start and end dates, add descriptive date attributes like year, quarter, month, and week number. It describes creating relationships between fact and date tables to enable date slicing. It also covers building a date hierarchy, using the hierarchy in visuals, and adding a date slicer for interactive filtering. The goal is to build a reusable date dimension that allows slicing data visualizations by time period for analysis.
Microsoft Access is a program used to create and manage databases. It allows users to construct tables to organize data by topic, with each table containing multiple fields of different data types. Users can enter and manipulate data by adding, updating, or deleting records directly in a datasheet view or a form created using the wizard. Reports can also be generated using the wizard to display data in a formatted layout for printing. The main components of an Access database are the database file which stores all the data, tables which organize information into topics, and fields which are the categories within each table.
This chapter discusses how to manipulate an Access database by creating forms and reports using wizards. It explains how to design forms, add fields, set layouts and titles. It also covers how to create reports, select fields and grouping, set sorting and layout. The document provides steps for printing reports, adding dates, and saving reports as web pages. It emphasizes that specifying relationships between tables makes data management more efficient.
The document discusses various steps for creating database connections, reports, and analyzing data in Hyperion Web Analysis including specifying server and database information, selecting dimensions and members, adding filters, notes, and charts. It also covers functions like sorting, filtering, exporting to Excel, drilling down on data, dynamically changing members, and using traffic lighting to analyze data visually.
2. Joe Meehan : Crystal Reports | Page #2
Things about the next 75 minutes…
Hashtag #bbcrystal - #bbcon
3. Joe Meehan : Crystal Reports | Page #3
What IS Crystal Reports?
A Report Writing program – Contains No Data
Mail Merge on Steroids
Does your organization have Crystal Reports?
Most reports in Raiser’s Edge use Crystal Reports
Does Word save you $? Raise $ for you?
Does Excel save you $? Raise $ for you?
ROI with Crystal Reports: Is your time worth $?
What is your ROI?
4. Joe Meehan : Crystal Reports | Page #4
When to use Crystal Reports?
You keep exporting to
Microsoft Excel and
having to re-format the
report each time
Especially when you’ve
done 30 minutes of
formatting only to find
out… there’s a problem
with your data?!?
5. Joe Meehan : Crystal Reports | Page #5
Why use Crystal Reports?
1,000,000 reports in Raiser’s Edge; no report that is “just right” listed.
Fields you don’t need or want… appear on reports.
Fields that you DO need or want… aren’t available.
6. Joe Meehan : Crystal Reports | Page #6
I’ve always wanted a custom report that can…
Format consistency across departments
Insert graphics (logos, pictures, links)
Save your reports as CUSTOM REPORT
Run CUSTOM REPORTS with 1-click
Export it as a ADOBE PDF document
7. Joe Meehan : Crystal Reports | Page #7
Where to start? Query, of course
Query: WHO
Export: WHAT
Crystal: WOW
Create Query
8. Joe Meehan : Crystal Reports | Page #8
Create a New Export
Use Blackbaud Report Writer Database (MDB) Format
9. Joe Meehan : Crystal Reports | Page #9
New Export - Select Query – Select Report Fields
Select which query to base your Export on
Select the fields you need for your Report
Create Control Report to help map fields
10. Joe Meehan : Crystal Reports | Page #10
Exporting the Data File
Save the Data File
11. Joe Meehan : Crystal Reports | Page #11
Export Control Report – Your Roadmap to the Report
Field = Raiser’s Edge
Header = Crystal Report
Helpful to match
fields when creating
report layout
12. Joe Meehan : Crystal Reports | Page #12
Attaching the export data file to a Crystal Report
If you are using Crystal 11
1. Select Blank Report
2. Select the "+" next to Create New
Connection.
3. Select the "+" next to Database Files.
4. Browse out and select appropriate data
file.
5. Highlight all of the tables and add them all
to the "Selected Tables" column on right.
6. Select the "Links" tab.
7. Double click on each link/line between the
tables and change the Join Type from
Inner Join to Left Outer Join.
8. After changing all of the links to Left Outer
Join select the OK button on the
Database Expert dialog box.
If you are using Crystal 8.5
1. Select Blank Report.
2. Select "+" next to Database Files.
3. Double Click on Find Database File.
4. Browse out and select appropriate data
file.
5. Using the Shift key highlight all of the
tables in data file and then select the
"Add" and then the "Close" button.
6. Select the "Tables..." button.
7. Move any tables from Invisible Tables
box to Visible Tables box and select OK.
8. Select OK on the Visual Linking Expert
dialog box.
13. Joe Meehan : Crystal Reports | Page #13
Standard Report Creation Wizard (Crystal XI)
The Data Exports
out as 1 file
(data.mdb)
But in several
different tables
Your job is to make
sure you have it
“linked” correctly.
Not much harder
than Mail Merge in
Word
14. Joe Meehan : Crystal Reports | Page #14
Choosing the fields to display
•Click on the “+” to expand
the table to see the fields
•This is where the Export
Control Sheet can be helpful
•You only need to bring over
fields you want to display
15. Joe Meehan : Crystal Reports | Page #15
Simple Preview of Crystal Reports with 3 fields Data
16. Joe Meehan : Crystal Reports | Page #16
Breakdown of Each Section of Crystal Reports
Report Header (appears once at top of report)
Page Header (appears at top of each page)
Details (THE DATA!!!)
Report Footer (appears once at the end of the report)
Page Footer (appears at bottom of each page)
You can add multiple instances of each section
Add a second or third instance of the Details section
You can Suppress sections to not display altogether
17. Joe Meehan : Crystal Reports | Page #17
Insert Special Fields into the Report
Page N of M
Print Date/Time
File Path and Name
Data Date and Time
Drag and Drop Fields into Headers / Footer
18. Joe Meehan : Crystal Reports | Page #18
Insert Text Object & Formatting Fields
Add a Text Object to Label you Fields, Report Name & Column Headers
Format Text: Bold, Color, Underline, Italic, Currency, Font Size, Font, Insert Graphics
Similar Toolbar to Microsoft Office Products
19. Joe Meehan : Crystal Reports | Page #19
Your Secret Weapon – Right Click on a Field
Right Click on Any Field
Format Editor
• Suppress fields
• Suppress if Duplicated
• Add Borders
• Make a field a hyperlink
(URL, MailTo:)
• Write formulas for each
field
(ex. If Gift Amount > $100,
change to RED font)
20. Joe Meehan : Crystal Reports | Page #20
Let the fields of data work for you
Any field can be sized to a specific length
Remember that at times fields can overlap each other
You can create a text box to combine fields
Example: [Organization_Name] (space)(-)(space) [Name]
Microsoft – Bill Gates
Use the CAN GROW feature on any field
No more reports where the field cuts off the end of the information
Example:
The Brad Pit
The Brad Pitt & Joe Meehan New Orleans Beverage Foundation
21. Joe Meehan : Crystal Reports | Page #21
Sorting
Sort by any field exported in the data file – not just ones displayed
Let’s see you do THAT in Excel
22. Joe Meehan : Crystal Reports | Page #22
Inserting Multiple Details Section
Multiple lines of data in additional details section
– Name
– Organization
– Position
– Line (Insert – Line --- to act as a divider)
23. Joe Meehan : Crystal Reports | Page #23
Multiple Details Sections Preview
• Details A: Name
• Details B: Position
• Details C: Primary Business Name
• Details D: divider line
24. Joe Meehan : Crystal Reports | Page #24
Formatting Sections…
Click on Format
Click on Sections…
Highlight the Section you
want to format
• Select the “Suppress Blank Section” checkbox
25. Joe Meehan : Crystal Reports | Page #25
Suppressed Blank Detail Section - Example
Details sections with no
position, no primary
business name are now
removed
As a result of the “Suppress
Blank Section” Formatting,
no more blank lines
26. Joe Meehan : Crystal Reports | Page #26
Sample Two: Adding Campaign Totals
We want to see total giving PER CONSTITUENT
– for two separate Campaigns
Requires two separate export fields
– (Gift Summary 1, Gift Summary 2)
We want to have a Total per Campaign
– To appear at the bottom of the report
27. Joe Meehan : Crystal Reports | Page #27
Gift Summary Export – Tab 1
Determine Gift Date Range
Decide on Soft Credit Option
Decide on MG Option
28. Joe Meehan : Crystal Reports | Page #28
Gift Summary Tab 2 –Gift Summaries Exported
Export All Gifts from the
ANNUAL
Campaign
Export All Gifts from the
CAPITAL
Campaign
This creates two separate fields for the reports
29. Joe Meehan : Crystal Reports | Page #29
Insert Additional Fields – Gift Summaries
• Click on VIEW…
• [Field Explorer]
(dialog window
should appear to
your right)
• Refer to Export
Control Sheet to
figure out Fields
• Choose the Field
you want to see on
the report
Drop and Drag
30. Joe Meehan : Crystal Reports | Page #30
Showing Giving Totals Per Constituent
31. Joe Meehan : Crystal Reports | Page #31
Inserting (Gift) Grand Totals
From the INSERT Menu
Insert SUMMARY…
Do this for both gift fields
32. Joe Meehan : Crystal Reports | Page #32
Grand Totals Show as Report Footer
Gift Fields
Gift Field Total
33. Joe Meehan : Crystal Reports | Page #33
Daily Gift Report Export Example
Let’s Export out all the fields you’ve ever
wanted to see on a Gift Report!
34. Joe Meehan : Crystal Reports | Page #34
All the Fields you’d ever want to see in a gift report…but were afraid to ask
• Gift Date
• Donor Name
• Contact Details
• Campaign
• Fund
• Appeal
• Package
• Solicitor
• Soft Credit Name
• Gift Notes
• Amount
• Gift Type
35. Joe Meehan : Crystal Reports | Page #35
Insert Group Menu and Options
Click on INSERT…GROUP…
Choose which field to group by from
your drop down
(the field does NOT have to appear in the
report)
Choose HOW it should be sorted
36. Joe Meehan : Crystal Reports | Page #36
Group Sections – Design View
A Group Section is inserted
Think of you GROUP as your sub-headings
37. Joe Meehan : Crystal Reports | Page #37
Final Report with Groups, Multi-detail, & Totals
Allows you to
keep similar
records
together
Group
Sections can
be formatted
like all other
sections
What are
fields that you
want to
GROUP by?
38. Joe Meehan : Crystal Reports | Page #38
Make a great event report for your needs
Export out the fields you need to see to
make better decisions for the event
Add color & logos
Group by table, by last name, table name
Sort alphabetically in each group
No more tables in Word
No more “private” multi-saved lists in Excel
39. Joe Meehan : Crystal Reports | Page #39
Let Crystal Reports Design Report with Templates
Bring all your fields into a standard report, Add Totals
Click on Report… Template Expert…, Pick a Style… Click OK
40. Joe Meehan : Crystal Reports | Page #40
Templates in Crystal Reports with YOUR data
41. Joe Meehan : Crystal Reports | Page #41
Saving your Custom Reports
Once you’ve got a set report,
save it as a CUSTOM REPORT
inside Raiser’s Edge Reports
Create export/report prior to this step
Base the query (used with export) & include
the <ASK> field.
Let the report be used for all your event,
solicitor, gift reports.
Save it as a Favorite on your HOME Screen
42. Joe Meehan : Crystal Reports | Page #42
Advantages of Crystal Report
Use the same template / report for different queries
No need to re-format, re-sort fields
No need to re-create totals
Consistent Report use amongst staff
Export Report as a PDF (Send Externally)
Can be setup as CUSTOM REPORT with Raiser’s
Edge Reports
Save you time… and Advil
43. Joe Meehan : Crystal Reports | Page #43
Things to Remember
Rome wasn’t build in a day neither are great Crystal Reports
Formatting a report takes time – breathe
Have an idea / layout of the report ahead of time
Don’t forget to export Sorting fields
Ask for help
– Blackbaud Support
– Knowledgebase & Forums
– Blackbaud Report Writing Services
If you made it this far – you can do ANYTHING!
44. Joe Meehan : Crystal Reports | Page #44
Joe Meehan
Associate Director of Database Marketing & Information, Milken Institute
JMeehan@MilkenInstitute.Org Twitter.com/JoeMeehan
Yes… I use Crystal for
all my reports…
unless she’s sick.
Then, I call Dwight.
Editor's Notes
But I don’t have time to do Crystal Reports.5 days prior to events – most work done.Event report – 6 times a day, takes you 5-10 minute to format report each time. 60 minutesX 3 employees = 3 HOURS a day wasted.
Why Crystal Reports? Most Raiser’s Edge reports are SINGULAR in natureWasted Space