This document discusses reporting models in Crystal Reports and Web Intelligence. It provides examples of using formulas to generate running totals and percentages in Crystal Reports by evaluating formulas at different passes. It also explains the concepts of aggregation, calculation functions, input context, and output context in Web Intelligence reporting. Formulas are shown that calculate measures like minimum, maximum, and sum across different dimensions and filters.

1. Web Intelligence
&
Crystal Reports
----------------
Processing and Context
Dan Donarski
Kolb+Co. Technology Advisers

2. Crystal Reporting Model
Suppose we want to create the following report
Need to generate a running total for monthly sales that:
◦ Are greater than 25% of regions total monthly sales
Need to also display :
◦ Pct Sum of all customer sales > 25% of groups totals
BO

3. Crystal Reporting Model
Report Layout –
- Grouped by Region / Date / Customer
- Summary of customer sales
- By region
- Formula to display value
- if sales > 25% of monthly total
- Running total of @Analysis
BO

4. Crystal Reporting Model
…but my RT Expert won’t show fields I need
- @Analysis
BO

5. Crystal Reporting Model
BO
Because a “PrintTime” formula is “processed”
after Running Totals….

6. Crystal Reporting Model
Create a formula as “PrintState”
)
//@Pct of Sales (GF3 – Customer)
//Set formula to be evaluated at PrintState pass
WhilePrintingRecords ;
//Perform calculation
Sum({Orders.Order Amount}, {Customer.Customer Name})
%
Sum({Orders.Order Amount}, {Orders.Order Date}, "monthly")
//@Analysis (GF3 – Customer)
//Set formula to be evaluated at PrintState pass
WhilePrintingRecords ;
//Check to see if criteria met and if so perform calc
if {@Pct of Sales} > 25 then
Sum({Orders.Order Amount}, {Customer.Customer})Name})

7. Crystal Reporting Model
//@Reset (Hidden in GH2 – Monthly)
//Set formula to be evaluated at PrintState pass
WhilePrintingRecords ;
//Reset the variable we'll use to hold our subtotal
Global CurrencyVar vTotal := 0 ;
//@Accumulate (Hidden in GF3 – Customer)
//Set formula to be evaluated at PrintState pass
WhilePrintingRecords ;
//Declare that we want to make reference to a variable
Global CurrencyVar vTotal ;
//Add to the existing value of the variable
vTotal := vTotal + {@Analysis}
//@Display (GF2 – Monthly)
//Set formula to be evaluated at PrintState pass
WhilePrintingRecords ;
//Display the current value
Global CurrencyVar vTotal ;
BO

8. Crystal Reporting Model
…Final calculation now able to be performed
//@MonthPct (GF2 – Monthly)
//Declare that we want to make reference to a variable
WhilePrintingRecords ;
//Perform calculation
if {@Display} = 0 then 0 else
{@Display} % Sum ({Orders.Order Amount}, {Orders.Order Date}, "monthly")
BO

9. Web Intelligence Context
Aggregation
◦ Calculation of measures
Three components
Calculation Function
Ex: Sum, Avg, Min, Max
Input Context
What goes into calculation
Ex: Dimensions in block
Output Context
Where the aggregation is
output
Ex: Block Footer, Section,
Body
BO

10. Web Intelligence Context
Default Aggregation
Calculation(Input Considerations)
(Output location)
BO

11. Web Intelligence Context
=Min([Sales revenue] ForAll ([Quarter] ; [Year])) In ([Year])
BO
Input Output

12. Web Intelligence Context
=Min([Sales revenue] ForEach ([Quarter] ; [Year])) In ([Year])
BO
Input Output

13. Web Intelligence Context
=Min([Sales revenue]) In ([Year])
Output
=Min([Sales revenue]) In ([Quarter])
=Sum([Sales revenue]) In ([Year]) Where ([Year] = "2001")
=Sum([Sales revenue]) In ([Year]) Where ([Year] = "2002")
=Sum([Sales revenue]) In ([Year]) Where ([Year] = "2003")
=Sum([Sales revenue]) In ([Year]) Where ([Year] InList("2001" ; "2002" ; "2003") )

14. Web Intelligence Context
• Max Sales Revenue By Year
=Max([Sales revenue] In ([State] ; [Year]))
• Year of Max Sales Revenue
=Max(If([Sales revenue] = Max([Sales revenue]
ForEach ([Year])) In ([State]) ; ([Year]) ; 0)
In ([State] ; [Year]))

15. Web Intelligence & Crystal Reports
Dan Donarski
ddonarski@kolbco.com