- •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
●You can design and edit cross-tabs easily with the ability to call up the Cross-Tab Expert from both the Design and Preview Tabs. See Cross-Tab Objects, Page 445.
Using these capabilities, you can create sophisticated cross-tabs like this with ease:
More powerful formulas extend your capabilities
Seagate Crystal Reports includes new functionality that lets you create even more powerful formulas than ever before. With Date, Time, and DateTime data types, you can now create date formulas, time formulas, and date/time formulas. With the ability to place arrays in variables, all new running total functions, as well as specialized financial functions, your complex reporting needs are easier than ever before. See Advanced Formulas, Page 345.
In-place editing makes it easy to edit OLE objects
Seagate Crystal Reports draws upon OLE technology to add solid new functionality to your reporting environment.
●All pictures are converted to static OLE objects. Doubleclick an object and the program displays the tools to edit that object, all while staying in Seagate Crystal Reports.
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●While working in the Design Tab, you can convert OLE objects to a format that is supported by your editing tools. For example, if you have a .TIF picture and no .TIF editor, you can convert the picture to a Paintbrush format that can be edited in the paint program that ships with Windows. See OLE, Page 415.
Dragging objects between reports cuts creation time
Now you can open multiple reports and drag many kinds of objects between them. Now there is no need to “reinvent the wheel”. If you have an object in one report and you need to use it in a different report, just drag it where it is needed.
You can also drag objects into Seagate Crystal Reports, from any application that is an OLE server application. Microsoft Word and Excel are examples of this kind of application. Just highlight the object (such as text or worksheet cells) and drag it into the report. The object becomes part of your report. Double-click it and you can edit it in place using the application you created it with. See
OLE, Page 415.
Web solution serves up variety of online reports
The Web Server’s Java and ActiveX viewers enable you to publish Active Server reports that can be viewed with a browser. These reports can be created on-the-fly using either archived or newlyrefreshed data. Web reports created with Seagate Crystal Reports aren’t static “snapshots.” Users can point and click (drill down) to see the details behind summarized data, change selection formulas, parameter fields and even SQL stored procedures. Reporting was never easier across the internet or within an enterprise via an intranet. See the Technical Reference for further information.
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HTML exporting simplifies Web activities
With Seagate Crystal Reports, you can now export your reports directly to HTML format. With this capability, you can publish your reports on the World Wide Web and on organizational intranets. Combining this capability with other Seagate Crystal Reports features, you can add dynamic reporting to your web applications. Some benefits of exporting to HTML include:
●HTML report can be viewed by any web browser.
●Specific Microsoft, Netscape, and Oracle web extensions are available when exporting to HTML.
●Reports are automatically converted to HTML, saving you time and tedious effort when preparing database information for the web.
As the Internet and intranets become more and more important to many businesses, Seagate Crystal Reports is providing the tools you need to take advantage of the new opportunities. See How to export reports, Page 148, and search for HTML in Seagate Crystal Reports online Help.
New database support improves data access
Seagate Crystal Reports now supports more databases than ever, and it provides new ways to access previously supported data for enhanced performance. The program now ships with drivers for INFORMIX, Microsoft Exchange, ASCII, DB2/2, Access, Excel, SQL Server, Oracle, Sybase, Lotus Notes 3.0 (16-bit, Pro only), scalable SQL (16-bit), and more 32-bit drivers, including FoxPro and Btrieve, than ever before. It has native drivers for INFORMIX< ACT! 3.0, Arbor Essbase, IBM DB2 (DB2, DB2/2, DB2/400, DB2/6000), Centura (16-bit), Microsoft Exchange, IIS, SMS, SQL Server, NT Event Logs, Pervasive Scalable SQL (16-bit), Sybase X 2 (16-bit), Paradox, Web Activity Logs, Oracle X 2 (16bit), Access via Jet, and more. Connecting to your data has never been easier. See Working With Databases, Page 513, and Data Sources, Page 583.
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Running totals made easy
Seagate Crystal Reports has always been the industry leader when it comes to sorting, grouping, and totalling data. With the inclusion of specialized running total functions, it extends its lead even further. Now you can create running totals in a list, running totals group-by-group, and other advanced totalling activities using fewer and less-complex formulas than ever before. See
Advanced Totalling, Page 377.
Arbor Essbase support extends reporting capabilities to OLAP data sources
Seagate Crystal Reports has always been known for its ability to report on a wide range of PC and SQL data sources. It now reports on Arbor Essbase OLAP data as well. Whether your databases are relational or multi-dimensional, you can use Seagate Crystal Reports to produce professional reports quickly and easily. See
Reporting on OLAP data, Page 191.
Smart Navigation
Seagate Crystal Reports enables you to use Smart Navigation to jump immediately to the report information you want to see. The program displays a high level outline of the report, showing the hierarchy of groups and subgroups in a familiar tree format.
When you click on the tree node for the group that interests you, the program jumps immediately to the part of the report that contains the information for that group. You don't have to page through long reports trying to find specific pieces of information; with Smart Navigation, one mouse click and you're there.
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Learning Seagate Crystal |
Reports
What you will find in this chapter...
Learning Seagate Crystal Reports, Page 36
User’s Guide, Page 36
Online Help, Page 43
Books Online, Page 43
Sample Reports, Page 44
Glossary, Page 44
Sample Data - CRAZE.MDB, Page 45 Suggested learning paths, Page 47
Learning Seagate Crystal Reports |
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