- •Welcome to Seagate Crystal Reports
- •Welcome
- •Two kinds of Hands-On tutorials
- •Command, button, key, and control conventions
- •Using Seagate Crystal Reports documentation
- •Seagate Crystal Reports online Help features
- •If you need more help...
- •Installation Requirements
- •Installing Seagate Crystal Reports
- •Installing on a network workstation
- •Upgrading from a previous version
- •Quick Start
- •Subreports expand report usefulness
- •Query Designer adds ad-hoc querying capabilities
- •Parameter fields mean multi-purpose reports
- •Text objects give you text with intelligence
- •Preprinted-form reports easier than ever
- •More powerful formulas extend your capabilities
- •Web solution serves up variety of online reports
- •HTML exporting simplifies Web activities
- •New database support improves data access
- •Running totals made easy
- •Smart Navigation
- •Learning Seagate Crystal Reports
- •User’s Guide
- •Online Help
- •Books Online
- •Sample Reports
- •Glossary
- •Sample Data - CRAZE.MDB
- •Suggested learning paths
- •The application window
- •Menu bar
- •Standard toolbar
- •Supplementary toolbar
- •Format bar
- •Status bar
- •Shortcut menus
- •Cursors
- •Design Tab
- •Preview Tab
- •Other fundamentals
- •HANDS-ON (Report Design Environment)
- •How to add, delete, and move guidelines
- •How to move and position objects using guidelines
- •How to turn the grid on/off
- •How to zoom your report in and out
- •How to undo/redo activities
- •How to drill down on summarized data
- •HANDS-ON (Sections and Areas)
- •How to add, delete, move, and merge sections
- •How to split and resize sections
- •Basic report design
- •How to design a prototype
- •Concepts in reporting
- •Beyond basic reports
- •HANDS-ON (Report Creation and Design)
- •How to select data and begin creating a report
- •How to add and link multiple tables
- •How to insert database fields
- •How to insert special fields
- •How to insert a page n of N field
- •How to insert text objects
- •How to use a database field in a text object
- •How to insert a picture
- •How to select, move, and resize objects
- •How to hide parts of the report
- •HANDS-ON (Finishing Your Report)
- •How to insert page headers and footers
- •How to add a title page to your report
- •How to add summary information to your report
- •Printing considerations
- •Design solutions for printing/distributing
- •Report creation checklist for distributed reports
- •Updating printer drivers
- •Report distribution
- •HANDS-ON (Distributing Your Report)
- •How to export reports
- •How to fax a report
- •How to request reports from a web browser
- •How to specify parameter field values
- •How to log on to a database
- •How to view plain HTML reports
- •Overview
- •Getting started
- •Record Selection
- •Grouping and sorting
- •Completing the report
- •Introduction
- •Working with Arbor Essbase data
- •HANDS-ON (Reporting on OLAP data)
- •How to create a cross-tab with Essbase data
- •Using multiple sections in reports
- •HANDS-ON (Multiple Section Reports)
- •How to work with text objects
- •How to create a form letter using a text object
- •How to format objects conditionally
- •How to print conditional messages in form letters
- •How to alternate background colors for rows
- •How to eliminate blank lines
- •How to add blank lines conditionally
- •Formatting concepts
- •Absolute formatting
- •Types of formatting properties
- •Conditional formatting
- •HANDS-ON (Absolute Formatting)
- •How to add color, shading, and borders
- •How to add/edit lines and boxes
- •How to change margins
- •How to add/delete white space between rows
- •How to set page orientation and paper size
- •HANDS-ON (Conditional Formatting)
- •How to flag values that meet certain conditions
- •Record selection
- •Group selection
- •Record selection formula templates
- •HANDS-ON (Record and Group Selection)
- •How to create a record or group selection formula
- •How to use record/group selection templates
- •How to select the top or bottom N groups
- •Sorting, Grouping, and Totalling Overview
- •Creating custom groups
- •HANDS-ON (Sorting, Grouping, and Totalling)
- •How to do a single field sort
- •How to do a multiple field sort
- •How to group data
- •How to sort records within groups
- •How to summarize grouped data
- •How to subtotal grouped data
- •How to sort based on summarized group values
- •How to create multiple levels of subtotals
- •How to group data in intervals
- •How to calculate a percentage of the grand total
- •How to create group headers
- •What are formulas?
- •Other formula conventions
- •Formula syntax
- •How formulas are evaluated - Order of precedence
- •HANDS-ON (Formulas 101)
- •How to insert a formula in your report
- •How to delete formulas from your report
- •How to copy formulas from online Help
- •How to copy formulas from one report to another
- •How to create if-then-else formulas
- •How to format text with formulas
- •How to use variables in formulas
- •How to declare a variable
- •How to assign a value to a variable
- •How to conditionally assign values to variables
- •How to use an array in a formula
- •How to use a range in a formula
- •How to use semicolons in formulas
- •How to fine tune group selection formulas
- •How to fine tune record selection formulas
- •How to debug a formula
- •Introduction
- •HANDS-ON (Advanced Totalling)
- •How to maintain running totals in a list
- •How to subtotal running totals within groups
- •How to subtotal without grouping
- •How to subtotal true A to B, A to C reports
- •Parameter field objects overview
- •Multiple parameter fields
- •Parameter field considerations
- •HANDS-ON (Parameter Field Objects)
- •How to create a parameter field
- •How to use a parameter field in a formula
- •How to respond to parameter field prompts
- •How to use wildcards with parameter fields
- •How to set a report title using parameter fields
- •How to set sort order using parameter fields
- •Graphing Overview
- •Choosing a graph or chart type
- •Where to place your graph
- •Data you can graph on
- •Before you create your graph
- •HANDS-ON (Graphing)
- •How to graph on a summary or subtotal field
- •How to graph on a details field
- •How to graph on a formula field
- •How to graph on cross-tab summaries
- •How to edit graphs using PGEditor
- •How to use the underlay feature with graphs
- •OLE Objects Overview
- •Inserting OLE objects in your reports
- •Linked vs. Embedded Objects
- •The dynamic OLE menu commands
- •OLE and the Picture command
- •General OLE considerations
- •HANDS-ON (OLE Objects)
- •How OLE objects are represented in your report
- •How to use OLE - General Overview Tutorial
- •How to insert a graphic/picture as an OLE object
- •What are subreports?
- •Unlinked vs. linked subreports
- •How subreport linking works
- •HANDS-ON (Subreports)
- •How to insert a subreport
- •How to preview your subreport
- •How to combine unrelated reports using subreports
- •How to use subreports with unlinkable data
- •Cross-tab overview
- •Cross-tab components
- •HANDS-ON (Cross-Tab Objects)
- •How to create a cross-tab object
- •How to format a cross-tab
- •How to print cross-tabs that span multiple pages
- •The Crystal Query Designer
- •HANDS-ON (Queries)
- •How to create a new query
- •How to add tables to a query
- •How to link tables and specify a join type
- •How to add fields to a query
- •How to identify unique values in a query
- •How to summarize data with aggregate functions
- •How to sort records according to field values
- •How to specify records to be included in a query
- •How to select groups to be included in a query
- •How to create an SQL expression
- •How to create a query from another Crystal Query
- •How to select a query for a report
- •How to use a parameter field in a query
- •Dictionaries Overview
- •HANDS-ON (Dictionaries)
- •How to create a new dictionary
- •How to add a data file
- •How to open an SQL or ODBC data source
- •How to link multiple tables
- •How to select tables and fields for users
- •How to add/create formulas
- •How to move fields/field headings within the list
- •How to update the location of a database table
- •How to add a new field heading
- •How to add Help text
- •How to add a graphic
- •How to create sample data for users to browse
- •How to edit an existing dictionary
- •How to convert a 3.x or 4.x dictionary file
- •How to select a dictionary for a report
- •Databases Overview
- •For additional information
- •HANDS-ON (Working With Databases)
- •How to open Access queries through DAO
- •How to open Access queries through ODBC
- •How to open Access parameter queries
- •How to set up an ODBC data source
- •How to check settings for an ODBC data source
- •How to log on to an ODBC data source
- •How to add an ODBC database table to a report
- •How to log on to MS SQL Server via ODBC
- •How to log off an ODBC data source
- •How to set up an A to B, A to C link
- •How to edit an SQL query
- •How to use an ACT! database
- •How to open the NT Event Log
- •Introduction
- •Four types of data
- •Direct access database files
- •ODBC data sources
- •Crystal Query Designer files
- •Crystal Dictionary files
- •Multi-pass reporting
- •Product support
- •Web support
- •E-mail support
- •Fax support
- •Telephone support
- •Extended technical support policy
- •Product registration
- •Product return policy
- •Product replacement policy
- •Glossary
Suggested learning paths
New user
(business)
Business user
upgrading from an earlier version
There is no correct learning path for everyone; you have your own needs, and will learn in your own way and at your own speed. What follows are simply suggested learning paths for several kinds of users.
The order of the elements in each path is a suggested order, yet one that has been carefully structured to speed the learning process. Locate the category that best describes your reporting experience and follow the path from start to finish to get the best results.
The following learning path is suggested for new users who expect to use Seagate Crystal Reports on a casual basis.
●Give the Glossary, Page 643, a quick read.
●Read Getting to Know Seagate Crystal Reports, Page 51.
●Read Reporting 101, Page 95.
●Read Printing, Viewing, and Exporting, Page 135.
●Work through Tutorial - Customer List, Page 165.
●Read Record and Group Selection, Page 249.
●Scan Sorting, Grouping, and Totalling, Page 271.
●Read Formulas 101, Page 321.
●Review Sample Reports, Page 44.
●Refer to online Help and the Hands-On skills tutorials as needed.
The following learning path is suggested for users who are upgrading from an earlier version of Seagate Crystal Reports.
●Scan the Glossary, Page 643, for new terms.
●Read Installation and Quick Start, Page 13.
●Read What’s New, Page 25.
Learning Seagate Crystal Reports |
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New power user
●Read Getting to Know Seagate Crystal Reports, Page 51.
●Scan Reporting 101, Page 95.
●Scan Printing, Viewing, and Exporting, Page 135.
●Scan Multiple Section Reports, Page 213.
●Scan Record and Group Selection, Page 249.
●If you have limited formula experience, read Formulas 101, Page 321.
●If you have a working knowledge of formulas, read
Advanced Formulas, Page 345.
●Scan Subreports, Page 429.
●Review Sample Reports, Page 44.
●Refer to Hands-On skills tutorials as needed.
The following learning path is suggested for new users who expect to use many of the sophisticated features of Seagate Crystal Reports.
●Read Quick Start, Page 18.
●Read What’s New, Page 25.
●Read Getting to Know Seagate Crystal Reports, Page 51.
●Scan Reporting 101, Page 95.
●Scan Printing, Viewing, and Exporting, Page 135.
●Read Multiple Section Reports, Page 213.
●Scan Record and Group Selection, Page 249.
●Scan Sorting, Grouping, and Totalling, Page 271.
●Scan Formulas 101, Page 321.
●Read Advanced Formulas, Page 345.
●Read Advanced Totalling, Page 377.
●Read Parameter Fields, Page 391.
●Read Subreports, Page 429.
●Read Performance considerations for all reports, Page 528.
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Seagate Crystal Reports User’s Guide |
Power user
upgrading from an earlier version
New MIS user
●Read Report Processing Model, Page 629.
●Review Specialized Formulas in online Help.
●Refer to the Glossary, Page 643, and Hands-On skills tutorials as needed.
The following learning path is suggested for power users who are upgrading from an earlier version of Seagate Crystal Reports.
●Read What’s New, Page 25.
●Read Getting to Know Seagate Crystal Reports, Page 51.
●Read Advanced Formulas, Page 345.
●Read Performance considerations for all reports, Page 528.
●Read Report Processing Model, Page 629.
●Review Power Formulas in online Help.
●Refer to the Glossary, Page 643, and Hands-On skills tutorials as needed.
The following learning path is suggested for MIS (Management Information Systems) professionals who are using Seagate Crystal Reports for the first time.
●Read Quick Start, Page 18.
●Read What’s New, Page 25.
●Read Getting to Know Seagate Crystal Reports, Page 51.
●Read Multiple Section Reports, Page 213.
●Read Advanced Formulas, Page 345.
●Read Advanced Totalling, Page 377.
●Read Parameter Fields, Page 391.
●Scan Subreports, Page 429.
●Read Performance considerations for all reports, Page 528.
●Read Report Processing Model, Page 629.
●Review Power Formulas in online Help.
●Refer to the Glossary, Page 643, and Hands-On skills
Learning Seagate Crystal Reports |
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MIS user
upgrading from an earlier version
tutorials as needed.
The following learning path is suggested for MIS users who are upgrading from an earlier version of Seagate Crystal Reports.
●Read What’s New, Page 25.
●Read Getting to Know Seagate Crystal Reports, Page 51.
●Read Multiple Section Reports, Page 213.
●Scan Sorting, Grouping, and Totalling, Page 271.
●Read Advanced Formulas, Page 345.
●Read Advanced Totalling, Page 377.
●Read Parameter Fields, Page 391.
●Read Subreports, Page 429.
●Read Dictionaries, Page 491.
●Read Performance considerations for all reports, Page 528.
●Read Data Sources, Page 583.
●Read Report Processing Model, Page 629.
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Getting to Know Seagate |
Crystal Reports
What you will find in this chapter...
The application window, Page 52
Menu bar, Page 52
Standard toolbar, Page 55
Supplementary toolbar, Page 57
Format bar, Page 59
Status bar, Page 60
Shortcut menus, Page 62
Cursors, Page 64
Design Tab, Page 66
Preview Tab, Page 72
Other fundamentals, Page 76
HANDS-ON (Report Design Environment), Page 80 HANDS-ON (Sections and Areas), Page 89
Getting to Know Seagate Crystal Reports |
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