- •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
¾The program places a sizing frame around the specific value you select.
¾It highlights all the related summary values.
Aside from the obvious appearance differences, the process of building and modifying a report is the same in both the Design Tab and the Preview Tab. You should find it easy to work with your reports in both places.
Other fundamentals
The Seagate Crystal Reports reporting environment is extremely flexible.
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● You can turn on grid snap, set the grid to a maximum of up |
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to 1", and make the grid visible or invisible in the Design |
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Tab, the Preview Tab, or both (see How to turn the grid on/off, |
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Page 86). |
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● You can also work without a grid, placing your objects |
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wherever you want them in your report (see Free form, Page |
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77 and Free form with guidelines, Page 77). |
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● Finally, you can use guidelines if you wish to align and |
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resize objects with precision (see How to move and position |
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objects using guidelines, Page 83). |
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Set up your environment so it works the way you work best. |
Grid |
The grid is a series of row and column coordinates. When the grid |
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is active, the program enables you to place objects only at these |
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coordinates, not between them. In this way it makes it very easy |
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for you to place and space data on your report and to align objects |
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as needed. If you attempt to place an object between grid |
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coordinates, the program “snaps” the object to the grid, that is, it |
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moves the object automatically to the nearest set of row/column |
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coordinates. |
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You activate the grid and specify its size and visibility properties |
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on the Layout Tab in the File Options dialog box. By default, the |
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grid is not active. See How to turn the grid on/off, Page 86. |
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Free form
Free form with guidelines
Sections and objects
Unlike earlier versions of Seagate Crystal Reports, in this version you can work without a grid, in a free form environment similar to that of a drawing program. Free form means simply that you can place objects anywhere you want them to appear on your report. Your only restriction is that the program will not allow you to place graph and cross-tab objects in the Page Header, Page Footer, or Details sections. See Area printing characteristics, Page 69.
To work in a free form environment, toggle the Snap To Grid check box off using the Layout Tab of the File Options dialog box. Search for File Options dialog box in Seagate Crystal Reports online Help.
You may want to work in a free form environment yet still have the ability to align objects, or to move or resize them as a group. You can do this using guidelines.
Guidelines are lines that extend vertically or horizontally from the Design and Preview Tab rulers. Guidelines have a snap property; when you move an object within a guideline’s magnetic range, the object snaps to or attaches itself to the guideline.
●Once an object is snapped to a guideline, when you move the guideline, the object moves too.
●If you have several objects snapped to a guideline, they all move when you move the guideline.
●If you have several objects snapped to a guideline on two sides (right and left, or top and bottom) and you move one of the guidelines, you resize all of the objects similarly.
Using guidelines in a free form environment gives you flexibility with control. See How to add, delete, and move guidelines, Page 82, and How to move and position objects using guidelines, Page 83.
Seagate Crystal Reports enables you to insert a variety of objects in your report:
●Field objects
Fields from database tables and from the result sets returned by formulas, parameter, group name, queries, and stored procedures. See How to insert database fields, Page 118.
●Text objects
Characters, words, even entire documents. See How to insert text objects, Page 120.
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77 |
●Picture objects
Bitmaps - *.bmp, *.pcx, *.tif, *.tga, *jpeg. See How to insert a picture, Page 121.
●Graph/chart objects
Graphs that display summarized data. See Graphing, Page 405.
●Subreport objects
Reports within reports, freestanding or bound to the data in the primary report. See How to insert a subreport, Page 434.
●Cross-tab objects
Spreadsheet-like reports that help identify trends. See
Cross-Tab Objects, Page 445.
●OLE objects
Pictures, spreadsheets, text, and other objects created in OLE server applications. See OLE Objects Overview, Page 416.
Objects are containers. They can hold data, and in some cases, other objects (for example, a text object can contain field objects as well as text, and labels in a cross-tab object are actually text objects). Each object has properties that define the way the object acts in your report.
You can set attribute properties for objects, conditional properties, or a combination of the two.
●You set fixed properties using dialog box options.
●You set conditional properties using special formulas.
See Conditional formatting, Page 235, and Absolute formatting, Page 233.
You can insert most objects in most report sections. But the program restricts you from placing some objects in some sections because it does not make sense to place them there. For example, since a Details section prints with each record, a cross-tab object placed in a Details section would produce a cross-tab report for each record, not something that would be very useful. The program thus excludes cross-tab objects from the Details section. See Area printing characteristics, Page 69, for a summary of section/ object restrictions.
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NOTE: See How to make an object underlay a following section(s), Page 124, for information on printing objects in sections where they can not be physically placed.
You never have to worry about putting an object where it doesn’t belong; the program takes care of that for you. For those objects that the program allows in a section, just because you can put it in that section it does not necessarily mean that it makes sense to put it there. That is a different situation that requires some judgement on your part. For example, if you put a picture object:
● in a Report Header section, it prints once at the beginning of the report.
● in a Group Header section, it prints once with every group.
● in a Details section, it prints once with every record.
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Based on what you are trying to accomplish in the report, it clearly |
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makes sense to put the object in one of the sections and not in the |
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others. It is up to you to decide what is best for your report. |
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You can also set fixed and conditional properties for sections just |
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as you can for objects. See Conditional formatting, Page 235. |
Underlaying |
By default, when you place an object into a section: |
objects |
● the section expands to accommodate the object, if necessary, |
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and |
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● the object prints in the section where it is placed, whenever |
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that section prints. |
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However, when you place an object in a section that you have set |
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to underlay the following sections: |
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● the object still prints when the section it is placed in prints, |
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but, |
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● it underlays the following section(s) as well. |
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NOTE: Objects placed in a section can underlay all sections up to |
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(but not including) its “sister” section. For example, the Page |
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Header section can underlay all sections up to (but not including) |
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the Page Footer section. |
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This enables you to produce a number of interesting report effects. |
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For example you can: |
Getting to Know Seagate Crystal Reports |
79 |