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Crystal Reports® 2008 Official GuideCopyright © 2009 by Pearson Education, Inc.

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In this chapter

Introduction to Information Delivery 2

Spectrum of Business Objects Product Usage 3

Spectrum of BI Tool Users 5

The Product Family from Business Objects 8

What Is in This Book 8

Equipment Used for This Book 10

INTRODUCTION

2 Introduction

Introduction to Information DeliveryOrganizations of all sizes today find themselves increasingly awash in data, yet hungering forinformation to help them meet their business objectives. These corporations, from MainStreet and Wall Street alike, have spent large amounts of time and money over the past 10or so years implementing systems to help collect data on and streamline their operations.From monolithic Enterprise Resource Planning (ERP) systems (SAP, PeopleSoft, OracleFinancials, and so on) through Customer Relationship Management (CRM) systems (Siebel,Rightnow.com, Salesforce.com, and so on) to Custom Data Warehousing projects, thesefirms are now looking for ways to extract value from the collective body of data to help themrun their businesses more productively and competitively. These firms are looking for astrategic information delivery or business intelligence solution to help them become moreproductive and ultimately compete more effectively. The products covered in this book aregeared toward meeting that challenge.

The information delivery products and solutions presented in this book are often catego-rized under the Business Intelligence (BI) banner. BI is the industry of value-added informationdelivery based on structured data sources—essentially providing meaningful, business-drivenvalue and information to business end users by connecting them to data with appropriatetools and products. Figure I.1 highlights the conceptual divide of information delivery solu-tions into the structured and unstructured world. Although evidence suggests an eventualblurring of the boundaries between these discrete industries over time, the Business Objectsproducts covered in this book most aptly fit under the BI banner.

Structured Information Managementor Business Intelligence

Relational databases,OLAP databases,Web logs, Excel files, and so on

Unstructured Information Managementor Document Management

HTML documents,Word or WordPerfect documents,Email content, and so on

Information DeliveryFigure I.1The information deliv-ery industry dividesbroadly into struc-tured and unstruc-tured informationmanagement.

Industry analysts in the information delivery area regularly highlight the impressive adop-tion rates of BI products in the past few years as testimony to their value. The dynamic double-digit percentage growth rates for industry leaders such as Business Objects are espe-cially impressive when the difficult macroeconomic operating environment of recent years istaken into account. Ironically, many suggest, this same poor economic environment haslargely driven the increased worldwide demand for BI functionality as firms work to increasetheir productivity and competitiveness by leveraging existing investments—and doing morewith less. The next section covers the BI industry driver along with a few others.

3Spectrum of Business Objects Product Usage

Spectrum of Business Objects Product UsageBI products such as those distributed by Business Objects (Crystal Reports, Crystal ReportsServer, BusinessObjects Enterprise, Crystal Xcelsius, and Web Intelligence) are deployedand used in about as many different ways as there are product implementations—and thereare millions. However, as you examine a broad swath of BI clients and their implementa-tions, you can find definite themes to their deployments. Taking a step back, distinctive driv-ers to worldwide BI product adoption become evident. The following sections discuss a fewof the most common.

Custom Information Delivery ApplicationsDespite the increasing functionality of turnkey software and web applications availabletoday, corporations of all sizes still regularly look to custom-developed applications to pro-vide them with unique competitive advantage and to meet their proprietary businessrequirements. These applications run the gamut in size from small business applicationsthrough large departmental applications to enterprise intranet and extranet applications.The key component of these custom projects is the integration of BI functionality, such asformatted reporting, ad hoc query, dashboarding, self-service web reporting, and/or analyticcapabilities, within an internally developed application. Table I.1 highlights some typicalexamples of custom applications using the Business Objects suite of products to help delivercustom applications.

Table I.1 Sample Custom Information Delivery Applications

Application Application Audience Product Usage

Small retail chain’s Approximately 20 sales Using Crystal Reports Java Engine, theinternal Java-based sales employees and managers developer provides the sales team with metrics application Web access to on-demand metrics reports

built into the intranet application.

Large portfolio 10,000+ high value Using Crystal Xcelsius and Crystal Reports customers of firm Server, the management firm’s developer pro-

vides access to the scalable client extranet appli-cation reporting infrastructure and facilitatesthose customers getting online web access totheir portfolio reports.

Asset management firm’s 50,000+ clients Using the Business Objects reporting server and report batch of institution scheduling engine, the developer’s applicationscheduling application dynamically creates tens of thousands

of customized reports daily and automaticallyemails them to the appropriate clients in PDF and XLS formats.

4 Introduction

A key strength of the Business Objects suite of products is that it lends itself readily to inte-gration into custom applications. From the inclusion of basic formatted reports withinJava/J2EE or .NET applications through the inclusion of rich ad hoc query and self-servicereporting functionality in proprietary information product applications to provision of large-scale enterprise BI analytics, scheduling, and security functionality in a globally deployedapplication, the Business Objects suite of products can meet your requirements. Table I.2provides a jump-point for those looking for each type of application integration covered inthis book.

Table I.2 Custom Application Chapters Overview

Development Environment Required Functionality Part or Chapters

Java/J2EE Prebuilt reports included in custom Part IV, Chapter 18Java application

.NET Prebuilt reports included in custom Part IV, Chapter 19.NET application

Enterprise BI InitiativesWith the proliferation of BI tools and the acceleration of product adoption around theglobe, there has been concurrent pressure for the involved companies to standardize on asingle set of products and tools—effectively a BI infrastructure or platform. The main argu-ments for such standardization include the following:

■ Reduced total cost of product ownership

■ Creation of enterprise centers of excellence

■ Reduced vendor relationships

■ Movement toward a BI infrastructure/platform

As BI products have matured from different areas of historical strength and their market-place acceptance has grown, end user organizations have found themselves with disparateand incompatible BI tools and products across or even within the same departments in theirorganization. To eliminate the costliness of managing such a broad set of tools, many firmsare now moving to adopt a single BI platform such as BusinessObjects Enterprise (or CrystalReports Server for smaller businesses).

The infrastructure of BusinessObjects Enterprise provides a single architecture to manageall the content and tools required to serve an organization’s structured information deliveryrequirements. Figure I.2 shows an end user map of a typical organization. To be productive,each type of end user in a company requires different types of tools. There are clear organi-zational benefits to a common infrastructure or centrally managed center of excellence, suchas BusinessObjects Enterprise, which can meet the various end user and IT requirements.

5Spectrum of BI Tool Users

Details of the breakdown of this book are included later in this Introduction, but to jump-start your learning on this type of BI application, Table I.3 can point you to the sections andchapters of particular relevance.

Table I.3 Enterprise Business Intelligence Chapter Overview

Enterprise Business Intelligence Focus Chapter

Out-of-the-box product using Crystal Reports Server for small- and Part IV, Chapter 17medium-sized businesses

Using crystalreports.com to distribute reporting content Part IV, Chapter 17

Spectrum of BI Tool UsersAcross the usage profiles of the thousands of BI scenarios/implementations, there generallyexists a consistency in the types of people who become involved. Figure I.3 provides a rela-tively high level yet accurate graphic that shows a typical distribution of the people involvedin BI implementations.

Information Consumers 80%

Complexity and Value Add

Information Analysts 20%

View Reports

Explore/Manipulate

Modify GuidedAnalysis

OLAPAd Hoc

PureAd Hoc

ViewReports

Explore/Manipulate

Modify GuidedAnalysis

OLAPAd Hoc

PureAd Hoc

% o

f Usa

ge

Figure I.2Organizational enduser requirementsmap from BusinessObjects.

6 Introduction

Each of the three communities outlined in the pyramid plays a key role in the ongoing suc-cess and operation of any BI implementation. The content creators and system administra-tors play perhaps the most important role in ensuring the short- and long-term success ofany deployment because their work sets up the system content and tools from which theother users derive benefit. The information analysts generally come from across an organi-zation’s typical functions and are highly demanding users who require rich and highly func-tional interactive tools to facilitate their jobs as analysts. The last group is by far the largestgroup and includes employees, partners, customers, and suppliers who rely on the BI imple-mentation to provide timely, secure, and reliable information or corporate truths. Thisgroup tends to span the entire corporate ladder from foot soldiers right up to the executivesuite—all of whom have the same requirement of simple information provision to enablethem to complete their regular day-to-day assignments successfully.

Figure I.4 provides a schematic highlighting the distinction between the different contentcreation tools and the content delivery tools—BusinessObjects Enterprise, Crystal ReportsServer, or Java/.NET reporting engines. This book breaks down into two sections coveringthese two themes: content creation (Chapters 1–16) and content delivery in all of its possibleforms (Chapters 17–21) using some of the Business Objects suite of products.

Content Creators andBI System Administrators

Information Analysts andAd Hoc Report Users

Information Consumers

Less than 5%

10–25%

70–85%

Figure I.3Average BI implemen-tation user distribu-tion.

Content Creation

Crystal ReportsWeb IntelligenceOLAP IntelligenceDesktop IntelligenceReport ExplorerProcess TrackerIntelligent QuestionEPM Application DesignerSemantic Layer DesignersExcel LiveOfficeWord LiveOfficePowerPoint LiveOffice

Content Delivery

BusinessObjects EnterpriseCrystal Reports ServerCrystal Reports Java EngineCrystal Reports .NET EngineEnterprise Performance Mgr.Enterprise Dashboards

Figure I.4Content creation andcontent deliveryschematic.

7Spectrum of BI Tool Users

Content Creators (Information Designers)Content creators provide the foundation to any BI implementation. This group uses contentcreation tools such as Crystal Reports, Crystal Xcelsius, Web Intelligence, DesktopIntelligence (formerly BusinessObjects), Excel, and so on. These users—primarily composedof IT folks but sometimes complemented with technically savvy business users—create thereport content, dashboards, OLAP cubes, and reporting metadata that facilitates systemusage and benefits derived from the other system users. Because these tasks are of para-mount importance in an enterprise suite deployment, the entire first half of the book is dedi-cated to providing these folks with a comprehensive tutorial and reference on contentcreation using Crystal Reports and Crystal Xcelsius.

After content exists, it is ready for distribution through an infrastructure such asBusinessObjects Enterprise, the new Crystal Reports Server product, or a custom applica-tion. Finally, the content requires management. Another small but critical group of BI sys-tem users—the BI administrators—need to ensure that the system is deployed and tunedcorrectly to ensure optimal performance for the business end users.

Information AnalystsAlthough not the primary group in number, the information analysts in a BI deployment arethose who are primarily responsible for the extraction of new business insights and action-able recommendations derived from the BI implementation. Using such analytic tools asWeb Intelligence, Crystal Xcelsius, and Excel, these users spend their time interrogating,massaging, and slicing and dicing the data provided in the various back-end systems untilthey glean nuggets of business relevance. These users tend to come from a wide variety offunctional areas in a company, including operations, finance, sales, HR, and marketing andall work with the provided BI tools to extract new information out of the existing corporatedata set. Chapters 20 and 21 provide detailed information on using Crystal Xcelsius, andwww.usingcrystal.com provides information on Web Intelligence and Microsoft Live Officeplug-ins.

Information ConsumersThis group of users composes the clear majority of those involved with a BI implementation.They are also the most diverse group and come from every rung on the corporate ladder.Executives who view corporate performance dashboards fit into this category, as would truckdrivers who receive their daily mileage and shipping reports online through a wirelessdevice. The common characteristic of members of this group is that their interactions withthe BI system are not indicative of their primary jobs. Unlike the content creators and infor-mation analysts, information consumers have jobs outside of the BI implementation, and thekey measure of success for them is that the BI system helps facilitate their variety of assign-ments. Chapter 17 provides an introduction to the out-of-the-box Crystal Reports Serverinterfaces.

www.usingcrystal.com

8 Introduction

The Product Family from Business ObjectsAs Figure I.4 showed, the product family distributed by Business Objects is broken into twomajor segments: content creation and content delivery. This book is roughly split in two,with each section covering one of the topics in great detail. The primary products in thefamily covered in these sections are Crystal Reports (first section) and Crystal ReportsServer, the Crystal Reports SDKs, and Crystal Xcelsius (second section). The content cre-ation section of the book introduces Crystal Reports version 2008—the world standard forprofessional formatted reporting across the largest spectrum of data sources. The CrystalReports Application Designer benefits from more than 15 years of development and pro-vides an unparalleled combination of powerful functionality and report-design flexibility.

The content delivery half of the book covers the following Crystal Products and SDKs:

■ Crystal Reports Server—New since version XI, Crystal Reports Server provides allthe functionality of BusinessObjects Enterprise but is limited to a single multi-CPUserver and is aggressively priced for small- and medium-sized businesses. This solutionis a very attractive option for deploying BI and reporting solutions.

■ Crystal Xcelsius—Xcelsius 2008 is a dynamic and customizable data visualization toolthat enables users of different skill levels to create insightful and engaging dashboardsfrom any data source with point-and-click ease. Xcelsius 2008 offers a comprehensiveset of new features and integrations with Crystal Reports 2008, making it easy to putthe power of dashboards into the hands of business users.

■ Crystal Vision—New to version XI release 2, Crystal Vision provides a combination ofthe functionality of Crystal Reports Server with the newly acquired Crystal Xcelsiusdashboarding functionality.

■ Crystal Reports Engine for .NET Applications—The only third-party tool distrib-uted with Visual Studio .NET, this reporting component enables .NET developers toquickly embed limited but powerful reporting functionality into their .NET applica-tions.

■ Crystal Reports Engine for Java Applications—Embedded in Borland’s JBuilder andother Java IDEs, this reporting component enables Java developers to quickly embedlimited but powerful reporting functionality into their Java applications.

What Is in This BookThis book is broken down into several sections to address the varied and evolving require-ments of the different users in a BI deployment.

The entire first half of the book (Parts I through III) focuses exclusively on content creationwith Crystal Reports. Through hands-on step-by-step examples and detailed descriptions of

9What Is in This Book

key product functionality, you learn to leverage the powerful report creation capabilities ofCrystal Reports v2008. Some profiles of people who find these sections of particular rele-vance:

■ New and mature Crystal Reports designers

■ Professional Crystal Reports designers upgrading to 2008

■ Existing and new OLAP Intelligence, Web Intelligence, and Desktop Intelligence (for-merly Business Objects) designers and analysts

■ Existing and new BusinessObjects Enterprise (formerly Crystal Enterprise) administra-tors

■ New Crystal Reports Server administrators

The second section of the book (Part IV) focuses on the distribution or delivery of the valu-able content created in the first half and additional insights into advanced content creationwith Crystal Xcelsius. An introduction to Crystal Reports Server, crystalreports.com, and theoffline Crystal Reports Viewer complements a comprehensive introduction to CrystalXcelsius. This extends with an introduction to the .NET and Java SDKs around CrystalReports. Some profiles of people who find these sections of high value:

■ New Crystal Reports Server administrators

■ New or existing Crystal Reports Server users

■ .NET-based application developers

■ Java/J2EE-based application developers

■ Application developers looking to integrate report design or modification into theirapplications

Part I: Crystal Reports DesignPart I should familiarize you with the foundations of Crystal Reports and get you up andrunning as quickly as possible. It is critical for someone who is new to Crystal Reports andincludes the fundamental report design concepts that even experienced users can use for therest of their Crystal Reports–writing career. This section also provides powerful exercisesand real-world usage tips and tricks with which even seasoned reporting experts can becomemore productive.

Part II: Formatting Crystal ReportsPart II focuses on some of the more subtle nuances of Crystal Report design: effective reportformatting and data visualization through charting and mapping. Improper formatting andincorrect use of visualization techniques can make reports confusing and not user friendly.This section also provides powerful exercises and real-world usage tips and tricks, enablingmature reporting experts to become more productive.

10 Introduction

Part III: Advanced Crystal Reports DesignPart III presents a host of advanced Crystal Reports design concepts that involve featuressuch as subreports, cross-tabs, report templates, and alerts. This part also touches onadvanced data access methods such as JavaBeans, XML objects, SAP, and PeopleSoft sys-tems. The section also provides powerful exercises and real-world usage tips and tricks,enabling mature reporting experts to become more effective in their report design work.

Part IV: Report Distribution and Advanced Report Design with CrystalXcelsius

Part IV focuses on the different methods of distribution of the Crystal Reports content created in the first three sections. These methods include Crystal Reports Server, crystalreports.com, the .NET and Java SDKs, and the offline Crystal Reports Viewer. Thissection provides a comprehensive introduction to advanced visualizations and dashboard cre-ation with Crystal Xcelsius.

Equipment Used for This BookYou can find various supporting material that will assist you in the completion of the exer-cises in this book, as well as supplemental documentation on related topics. You should haveaccess to a computer that has at least a 450MHz Pentium II or equivalent processor, 128MBof RAM, and Windows 2000, Windows 2003, or Windows XP Professional.

Web ResourcesYou can find all the source code and report samples for the examples in the book, as well aslinks to great external content, at www.usingcrystal.com. You’ll find report samples to down-load and code for you to leverage in your report design and sharing efforts. Also, a great deal of additional product-related information on the Business Objects suite of products including Crystal Reports, Web Intelligence, OLAP Intelligence, DesktopIntelligence, Crystal Reports Server, and BusinessObjects Enterprise can be found atwww.businessobjects.com.

Intended AudienceThis book was written to appeal to the full range of Crystal Reports, Crystal Reports Server,and Crystal Xcelsius users. You’ll find this book useful if you’ve never used the BusinessObjects suite of products before, if you are a mature Crystal Reports user looking for somenew productivity tips, or if you want to explore some of the new features found in version2008 and their related SDKs.


www.businessobjects.com

11Equipment Used for This Book

You don’t have to be an expert, but you should have a basic understanding of the followingconcepts:

■ Database systems such as Microsoft SQL Server, Oracle, Sybase, and Informix

■ Operating system functions in Windows 2003/XP/Vista

■ General Internet/intranet-based concepts such as HTML, DHTML, ActiveX, and Java

Parts I through III build on each other, so skipping around those parts isn’t the bestapproach unless you have some familiarity with Crystal Reports 2008. Even if you are famil-iar with Crystal Reports, many new features have been introduced in recent versions, so youare encouraged to read the entire first three sections of the book so that you don’t miss any-thing. Part IV focuses on the different methods of content delivery, so you can approacheach part independently without loss of context.

Requirements for This BookAll reports are based on sample data available from the businessobjects.com website, so youhave access to the same data used in this book. You’ll need to install Crystal Reports to getthe most out of the examples included in each chapter in the first half of the book.

Conventions Used in This BookSeveral conventions are used within this book to help you get more out of the text. Look forspecial fonts or text styles and icons that emphasize special information.

■ Objects such as fields or formulas normally appear on separate lines from the rest of thetext. However, there are special situations in which some formulas or fields appeardirectly in the paragraph for explanation purposes. These types of objects appear in aspecial font like this: Some Special Code. Formula examples appear on the SamsPublishing website as well.

■ In some cases, I might refer to your computer as a machine or server. This is always inreference to the physical computer on which you have installed Crystal Reports.

■ You’ll always be able to recognize menu selections and command sequences becausethey’re implemented like this:

Use the File, Open command.

■ New terms appear in italic when they are defined.

■ Text that you are asked to type appears in boldface.

■ URLs for websites are presented like this: http://www.businessobjects.com.

N O T ENotes help you understand principles or provide amplifying information. In many cases,a Note emphasizes some piece of critical information that you need. All of us like toknow special bits of information that make our job easier, more fun, or faster to per-form.

http://www.businessobjects.com

12 Introduction

SidebarSidebars spend more time on a particular subject that could be considered a tangent but will help you be a bet-ter Business Objects product user as a result.

Real World sections provide some practical and productivity-enhancing usage insightsderived from the author’s real-world experience designing and deploying hundreds ofCrystal Reports.

Troubleshooting sections provide some quick chapter summary notes and examples that areuseful reminders on the product operations.

T I PTips help you get the job done faster and more safely. In many cases, the informationfound in a Tip comes from experience rather than through experimentation or documen-tation.

16CHAPTER

In this chapter

Formatting MultidimensionalReporting Against OLAP Data

Introduction to OLAP 370

OLAP Concepts and OLAP Reporting 370

Recently Added or Changed OLAP Features in Crystal Reports 371

Using the OLAP Report Creation Wizard and OLAP Expert 372

Advanced OLAP Reporting 385

Troubleshooting 389

Crystal Reports in the Real World—OLAP Summary Report with Drill-Down 389

370 Chapter 16 Formatting Multidimensional Reporting Against OLAP Data

Introduction to OLAPThe first 15 chapters exposed you to a wide variety of the reporting capabilities found inCrystal Reports. Up to this point, however, all the reports you created were based onrelational data sources, often known as Online Transactional Processing (OLTP) databases,where most organizations generally keep their operational data.

In many organizations and for many people today, data reporting ends with Crystal Reportspointing at existing relational data sources such as Microsoft SQL Server, Oracle, DB2,Sybase, or even Microsoft Access. All those relational databases are designed for the efficientstorage of information. These databases are not designed optimally, however, for the effi-cient extraction of data for aggregated analysis across multiple dimensions—that is whereOLAP databases excel.

OLAP stands for Online Analytical Processing, which enables business users to quickly identifypatterns and trends in their data while reporting against multiple dimensions at once.Examples of dimensions for analysis include time, geographic region, product line, financialmeasure, customer, supplier, salesperson, and so on. Crystal Reports provides powerfulOLAP-based formatted reporting capabilities, and this chapter introduces them.

This chapter covers the following topics:

■ Introduction to OLAP concepts and OLAP reporting

■ Recently added OLAP features in Crystal Reports

■ Creation of OLAP-based Crystal Reports

OLAP Concepts and OLAP ReportingOLAP is an analysis-oriented technology that enables rapid analysis of large sets of aggre-gated data. Instead of representing information in the common two-dimensional row andcolumn format of traditional relational databases, OLAP databases store their aggregateddata in logical structures called cubes. Designers create OLAP cubes around specific businessareas or problems. Cubes contain an appropriate number of dimensions to satisfy analysis inthat particular area of interest or for a specific business issue. OLAP is a technology thatfacilitates data viewing, analysis, and navigation. More than a particular storage technology,OLAP is a conceptual model for viewing and analyzing data. Table 16.1 highlights somecommon business areas and typical sets of related dimensions.

Table 16.1 Business Areas and Commonly Associated OLAP Dimensions

Business Area Associated Business and Common OLAP Dimensions

Sales Sales Employees, Products, Regions, Sales Channels, Time, Customers, Measures

Finance Company Divisions, Regions, Products, Time, Measures

Manufacturing Suppliers, Product Parts, Plants, Products, Time, Measures

16

371Recently Added or Changed OLAP Features in Crystal Reports

OLAP cubes pre-aggregate data at the intersection points of their associated dimension’smembers. A member is a valid field value for a dimension. For example, members of a timedimension could be 2006, 2007, Q1, or Q2; members of a product dimension could beGadget1, Gizmo2, DooDah1, and so on. This pre-aggregation facilitates the speed-of-thought analysis associated with OLAP.

Precalculating the numbers at the intersection points of an OLAP cube’s associated dimen-sion members enables rapid high-level analysis of large volumes of underlying data thatwould not be practical with traditional relational databases. Consider the example of analysison several years of sales data by year, quarter, and month and by region, sales manager, andproduct. The pre-aggregated nature of OLAP facilitates speed-of-thought analysis that oth-erwise would not be practical when working with the phenomenal amount of data andinvolved calculations required to provide answers on a traditional relational (OLTP) data-base system—it would simply take too long.

When a Crystal Report uses an OLAP cube as a data source, it presents the multidimen-sional data in a two-dimensional OLAP grid that resembles a spreadsheet or cross-tab. Thefocus of Crystal Reports when reporting against OLAP cubes is to present professionallyformatted two-dimensional (or flat) views of the multidimensional data of particular businessuse for report-consuming end users and not necessarily analysts requiring interactivity—themore traditional OLAP end users.

The concepts of OLAP usually become more understandable after you explore them. Tothat end, later sections in this chapter step you through a Crystal Reports report creationexample against an OLAP cube.

Recently Added or Changed OLAP Features inCrystal Reports

This section is specifically targeted for users of older versions of Crystal Reports. Table 16.2lists the newly added OLAP-oriented features of recent versions and their practical use orbenefit. If you are a new user to Crystal Reports or you have not previously used the OLAPreporting features in the product, you might want to skip directly to the next section.

Table 16.2 Latest OLAP Features in Crystal Reports

OLAP Feature Feature Benefit and Value

Row/Column Dimension Enables the direct linking of report parameters to member selection Parameter links and filtering in the column and row dimensions of the selected cube.

You access this feature through either the OLAP Report Creation Wizard or the OLAP Report Settings option under the Report menu.

16

continues


Table 16.2 Continued

OLAP Feature Feature Benefit and Value

Slice/Page Dimension This productivity feature enables the direct linking of report Parameter links parameters to pages and slices in the OLAP grid. This enables the

end user to dynamically specify the values of slices and pages in theOLAP grid. You access this feature in either the OLAP ReportCreation Wizard or the OLAP Report Settings option under theReport menu.

Interactive OLAP Worksheet The New OLAP Analyzer feature (a Cube tab in Crystal Reports (Analyzer) in new Cube tab Designer) is accessed by right-clicking on an existing OLAP grid

object and selecting the Launch Analyzer option. The Cube tab provides a fully functioning drag-and-drop OLAP worksheet that enables rapid selection of the most appropriate OLAP viewpoint for the Crystal Report. The associated Crystal Reports OLAP grid, where you can apply advanced formatting, reflects all changes made in the Analyzer worksheet.

Interactive drill-down of The OLAP grid presented in the Crystal Reports Preview tab is OLAP grids in Preview tab more fully functional. In addition to having access to advanced

OLAP grid functionality including calculations, exception highlight-ing, sorting, filtering, and member reordering from the right-clickbutton, the OLAP grid now enables the report designer to expand(drill-down) and contract members directly from within the Previewtab.

New and improved data At the time of writing, Crystal Reports 2008 provides OLAP access sources to multiple versions of Hyperion Essbase, DB2 OLAP, SQL Server

Analysis Services, and SAP BW.

The following sections explore the creation of an OLAP report through the OLAP ReportCreation Wizard, the added value of the OLAP Expert, and the advanced interactivity fea-tures of Crystal Reports.

Using the OLAP Report Creation Wizard andOLAP Expert

Crystal Reports provides two easy ways to create reports against OLAP data sources. Asintroduced in Chapter 1, “Creating and Designing Basic Reports,” Crystal provides severalreport wizards to step you through the creation of some popular types of reports—one ofthose is OLAP. The OLAP Report Creation Wizard involves five steps and walks youthrough the process of creating an OLAP grid and an optional supporting graphic based onan existing data source. You can access the OLAP Report Creation Wizard when you arecreating a new report.

16

373Using the OLAP Report Creation Wizard and OLAP Expert

The second method of creating an OLAP-based report is through the OLAP Expert thatyou access from the Insert OLAP Grid on the Insert menu. This expert provides six tabsthat step through the creation of an OLAP grid to be placed anywhere on a report.

The two methods of creation offer very similar degrees of functionality, and their respectivedialog screens and tabs are almost identical. The OLAP Report Creation Wizard provides abuilt-in Charting screen not found in the OLAP Expert, whereas the OLAP Expert providesStyle Customization and Label tabs not found in the OLAP Report Creation Wizard.

16N O T EAlthough Crystal Reports has been designed to report off of numerous multidimen-sional/OLAP databases including Hyperion Essbase, Microsoft SQL Server AnalysisServices, and SAP BW, for the purposes of demonstration in this chapter, examples willbe based on the SQL Server 2005 sample Sales and Employee cube—FoodMart. If a dif-ferent OLAP database is available, the general principles should be followed against thatnative OLAP cube.

Specifying an OLAP Data SourceThe OLAP Data tab (or screen in the OLAP Report Creation Wizard) requests the OLAPdata source on which the report is to be based. This wizard and its associated dialog screensare to multidimensional data sources what the data explorer, introduced in Chapter 1, is torelational data. Figure 16.1 shows the OLAP Data screen from the OLAP Report CreationWizard.

Figure 16.1The OLAP Data dialogfrom the OLAP ReportCreation Wizard.


When this screen first displays, you must use the Select Cube button to select a cube.Clicking on this button opens the OLAP Connection Browser, displayed in Figure 16.2.From the tree control presented in this dialog, select the desired cube.

16

Figure 16.2The OLAP ConnectionBrowser enables thespecification of anOLAP data source forthe involved CrystalReport.

To help you learn about the creation of an OLAP-based Crystal Report, here are the intro-ductory steps to doing exactly that against SQL Server 2005’s sample FoodMart Sales andEmployee cube (provided at usingcrystal.com). Other exercise steps will appear throughoutthe chapter after the presentation of related text and figures. For now, start the OLAPReport Creation process with the following steps:

1. Create a New Crystal Report by selecting the OLAP Cube Report Wizard from theCrystal Reports Start Page.

2. Click the Select Cube button from the OLAP Data dialog.

3. Assuming that the location of the OLAP Server has not already been identified to theOLAP Connection Browser, click the Add Server button and identify the location ofyour SQL Server Analysis Server and the sample Sales and Employees cube. Figure16.3 shows the New Server dialog.

4. Enter a caption for the OLAP server you are adding. This caption appears in theOLAP Connection Browser. Enter the name of the SQL Server Analysis Server for theserver name and click on OK.

5. Back in the OLAP Connection Browser, navigate into the presented list of servers(there will likely be only the server you just added) and double-click on the sampleSales and Employees cube.

6. Before clicking on the Next button to proceed, you see the Page Dimension Selectordialog. New to version 2008, from here you can select the specific dimensions from thecube that you would like to report on. For this exercise, select the highest level dimen-sion from each group and click on OK to move forward. In the future you can use thisfunctionality to restrict retrieved data/dimensions from larger cubes.


Specifying OLAP Rows and ColumnsThe Rows/Columns dialog screen enables you to select both the dimensions and fields to bepresented along the columns and rows of the OLAP grid. The Dimensions list box depictedin Figure 16.4 lists all the available dimensions in the selected cube/data source.

To select a dimension for placement in the rows section or the columns section of the OLAPgrid, highlight the desired dimension and click either the column or row arrow (>) button. Itis possible to select multiple dimensions for display and to have them nested in the OLAPgrid by successively selecting multiple dimensions for either the rows or the columns sec-tion. It is also possible to remove dimensions from the existing row or column list boxes;however, you cannot leave the column and row dimension list boxes empty.

16

Figure 16.3The ConnectionProperties dialog for anew OLAP server cre-ates new connectionsto OLAP data sources.

N O T EA Select CAR File button exists on the Data screen of the OLAP Report Creation Wizard,in addition to the Select Cube button. The name CAR comes from the legacy nameCrystal Analysis Reports (CAR). CAR files are created with the sister online OLAP productto Crystal Reports used within BusinessObjects Enterprise. (This tool was formerly calledCrystal Analysis.) CAR files can be treated as multidimensional data sources because theycontain connectivity information to an underlying OLAP data source.


After selecting the desired dimensions, you can select a subset of the fields (also known asmembers) for those dimensions by using the Select Row Members or Select ColumnMembers button. Examples of this include selecting only a certain subset of provinces orstates in a region dimension or, alternatively, selecting only a certain year’s worth of data in atime dimension. By highlighting a dimension in either the Rows or the Columns list box andthen selecting the appropriate selection button, you can use the Member Selector dialog toselect a subset of the members for the involved dimension, as shown in Figure 16.5.

16

Figure 16.4The Rows/Columnsdialog of the OLAPReport CreationWizard.

Figure 16.5Use the MemberSelector dialog toselect default columnand row dimensionmembers.

The last and newest feature of the Rows/Column screen is the Create/Edit Parameter func-tionality provided for each of the row and column dimensions. This capability provides thebusiness user or report consumer with the capability to interact with the report and controlits content by entering parameters that directly affect the dimension members displayed inthe OLAP grid(s) on the report.


Because Chapter 5, “Implementing Parameters for Dynamic Reporting,” covered parametersin detail, you are familiar with this topic. Of significance for this wizard screen is that theparameter creation process is directly accessible here, and this facilitates the rapid develop-ment of formatted and interactive OLAP reports. If necessary, review Chapter 5 for arefresher on creating and editing parameters.

16

T I PThe Member Selector dialog provides some powerful shortcuts for the selection of cer-tain logical groups of members. These selection shortcuts are accessible through eitherthe Select drop-down box or by right-clicking on any part of the Member Selection listbox. Sample selection shortcuts include the ability to select all base level members or allmembers at a highlighted level.

Continuing with the creation of the sample report started in the last section, the followingsteps walk through the Rows/Columns screen part of this report creation example and allowfor the refinement of the data to be viewed in the OLAP grid. Follow these steps to addrows and columns to your OLAP-based report:

1. Select the Stores dimension from the available dimensions list as the Row dimensionusing the row dimension arrow button. (Note: It will likely be necessary to remove adefault dimension to ensure that this is the only dimension in the row dimensions listview.)

2. Using the Select Row Members button, select all the store country locations (for exam-ple, Canada, USA, and Mexico) from the Member Selector dialog, but deselect theaggregated top-level All field. This enables the OLAP grid to present all the differentstore types down the side of the grid as rows.

3. Select the Time dimension from the available dimensions list as the Column dimensionusing the column dimension arrow (>) button. (Note: It will likely be necessary toremove a default dimension to ensure that this is the only dimension in the columndimensions list view.)

4. Using the Select Column Members button, select the quarters Q1, Q2, Q3, and Q4from the year 1998 from the Member Selector dialog, but be sure not to select anychildren members. This enables the OLAP grid to present a comparison of the fourquarters of data in four side-by-side columns.

5. Click the Next button to proceed.

At this point, you will review the concept of OLAP dimension filters and pages in yourOLAP report.

Specifying OLAP Dimension Slices (Filters) and PagesThe Slice/Page dialog of the OLAP Report Creation Wizard, shown in Figure 16.6, enablesyou to select values or members for the dimensions not selected to be row or columndimensions. In the OLAP world, these dimensions are paged or sliced dimensions.


The Slice list box lists all the paged dimensions and their current member settings. Thedefault setting is usually all members for any given dimension. An example is that for theMedia Type Dimension, the default slice setting is All. To change the member selection(slice) for a particular dimension, that dimension must be selected in the Slice list box, andthe Select Slice button must be used to open the familiar Member Selection dialog (refer toFigure 16.5). This dialog is identical to the Member Selector dialog used previously exceptthat you can choose only one member from the selected dimension. If multiple membersfrom a slice dimension are required in a report, use the Page list box and create separatepages/grids for each selected value.

The Page list box is initially empty but can contain any dimensions outside the row and col-umn dimensions that require multiple member selection. An example could involve selectingthe three countries of North America as store regions. The selection of multiple values for apaged dimension creates completely separate grids (based on the same preselected rows andcolumns) for each selected member value. To select multiple members for a dimension,select the involved dimension in the Slice list box and move it to the Page list box using thetransfer arrow buttons between the list boxes. After you move the dimension to the Page listbox, the Select Page Values button enables multiple member selection through the MemberSelector dialog.

The last, but perhaps most powerful, feature of the Slice/Page screen is the Link toParameter functionality provided for each of the filtered and paged dimensions. This capa-bility provides the business user or report consumer with the capability to interact with thereport and control its content by entering parameters that directly affect the information dis-played in the OLAP grid(s) on the report.

16

Figure 16.6The Slice/Page screenof the OLAP ReportCreation Wizardallows manipulationof the dimensions notselected for use oneither the rows orcolumns.


Of significance for this wizard screen is that the parameter creation process is directly acces-sible here, which facilitates the rapid development of formatted and interactive OLAPreports.

➔ For more information on creating and editing parameters, see “Creating and Implementing ParametersFields,” p. 134

Continuing with the creation of the sample report, the following steps walk through theSlice/Page dialog part of this report creation example and enable you to select the measureto display in the OLAP grid. Follow these steps to select measures on the page/slice dimen-sions:

1. Select the Measures dimension from the Slice list box.

2. Instead of selecting a specific filter using the Select Slice button, click the Link toParameter Create/Edit button to enable the business user to dynamically select this sliceevery time the report runs. The Create Parameter Field dialog appears, as shown inFigure 16.7.

16

Figure 16.7The Create ParameterField dialog calledfrom the Slice/Pagescreen.

3. In the Prompting Text text box, enter the text that you want your user to be promptedwith when this report runs. In this case, it could be something similar to Please selectthe measure to be used in your report. Also, ensure that the Discrete Value(s) radiobutton is active because a range of entries is not required or allowed here.

4. To avoid requiring users to type in any text, defaults can be set so that selection from adrop-down box is possible. To do this, click the Default Values button. The dialog inFigure 16.8 appears.

5. The Measures table is preselected because the report respects the association with thepreviously highlighted dimension. Move all the available member values for theMeasures dimension to the Description list box by clicking on the Select Default Valuesbutton and selecting all the members through the familiar Member Selector dialog.


6. Ensure that the Display drop-down box has Description selected and that the Orderdrop-down box has no sort selected. Click on OK twice to get back to the Slice/Pagedialog of the OLAP Report Creation Wizard.

7. When you return to the Slice/Page dialog, highlight the Products dimension in theSlice list box, and click on the arrow transfer/select button to move it to the Page listbox. The Member Selection dialog immediately appears with the Products DimensionHierarchy presented.

8. Select the Food and Drink Product types (two of the children of All Products), and des-elect the All Products field. Individual OLAP grids are created for each of the drinkproducts and the food products. If this isn’t clear now, it should make more sense whenyou visualize the report.

9. Click on OK and then Next to proceed.

16

Figure 16.8The Set Default Valuesdialog for the OLAPslice parameter.

C A U T I O NAfter parameters or multivalue paged dimensions have been set in the OLAP ReportCreation Wizard, you can access them for editing only through the OLAP Design Wizardunder the main Report menu. These settings are not configurable in the OLAP Expert.

Adding Report Styles in the OLAP Report Creation WizardThe Style dialog in the OLAP Report Creation Wizard enables you to select any one of apredetermined number of styles for OLAP grids available in Crystal Reports. Figure 16.9displays the Style dialog. The styles are a good starting point for formatting the OLAPgrids on your reports. You can enhance them through the Customize Style tab of the OLAPExpert (described later in the chapter) and by using many of the advanced formatting fea-tures you have already learned about.


Adding Charts via the OLAP Report Creation WizardThe Chart dialog provided in the OLAP Report Creation Wizard enables you to quicklyadd graphics to the OLAP report being created. The graphics available in the wizard, shownin Figure 16.10, are only a subset of the graphics available in Crystal Reports (see Chapter 8,“Visualizing Your Data with Charts and Maps,” for a refresher), but they enable a rapid visu-alization of your OLAP data without using the Chart Expert.

16

Figure 16.9The Style dialog ofthe OLAP ReportCreation Wizard.

Figure 16.10The Chart dialog ofthe OLAP ReportCreation Wizardenables you to selectbetween differentbasic chart types.


Aside from selecting the type of chart (bar, line, or pie) and specifying a title on this screen,you must specify an On Change Of field with an optional Subdivided By field before thisscreen is complete. As Chapter 8 discussed, On Change Of is the data source field that pro-vides the breaking point for the involved graphic. Examples could include country, region,year, store, product, and so on. The Subdivided By field can provide a second variable tobase your charts on. An example of a two-variable OLAP chart using the FoodMart samplecube is a chart showing salary information by year and then subdivided by store type.

To complete the OLAP report creation process, the following steps take you through theaddition of a style, a chart, and the creation of the finished report:

1. On the Style dialog, select any style that suits your preference, and click on the Nextbutton.

2. On the Chart dialog, select Pie Chart as the chart type by selecting the associated radiobutton. This provides a nice way of visualizing comparables across different store types.

3. Give your chart a title similar to Measures by Store Country and Time by entering it inthe Chart Title text box.

4. Select all grid column fields as the On Change Of field. This facilitates the comparisonof the three store locales. Select all the grid row fields as the Subdivided By drop-downselection.

5. Click on the Finish button on the OLAP Report Creation Wizard. The wizard promptsyou to select a parameter for the Measure dimension. After you select Store Sales (oranother field if you prefer), the wizard generates a report that looks similar to Figure16.11.

16

Figure 16.11The sample OLAPreport created usingthe OLAP ReportCreation Wizard.


The OLAP Report Creation Wizard provides an efficient and effective method to gettingvalue out of OLAP data in a short time. After placing an OLAP grid or OLAP chart on yourreport through the wizard, you can perform further formatting and analysis through a vari-ety of built-in Crystal Reports formatting tools. The next two sections explore further cus-tomization options, and the three subsequent sections discuss the powerful interactivityavailable in Crystal Reports OLAP objects.

Customizing Styles in the OLAP ExpertAfter an OLAP grid has been added to a report, with or without a selected style, CrystalReports provides the capability to enhance and customize the formatting of that gridthrough the Customize Style tab of the OLAP Expert. Figure 16.12 shows the OLAPExpert dialog, which you access by right-clicking on an existing OLAP grid object andselecting OLAP Grid Expert or by selecting the Insert OLAP Grid option from the Insertmenu.

16

Figure 16.12The OLAP Expert dia-log provides the capa-bility to edit manyOLAP grid displayproperties includingthe customization ofstyles.

Four of the tabs in the OLAP Expert have identical functionality to that presented in theprevious OLAP Report Creation Wizard sections. The Customize Style tab shown inFigure 16.12 is unique to the OLAP Expert and provides the capability to fine-tune the for-matting of the row and column dimensions selected for the involved OLAP grid. By select-ing any of the column or row dimensions from the presented list boxes, you can selectcustom colors for the backgrounds of the OLAP grid row and column headings. TheCustomize Style tab offers a number of formatting options for the presentation of the grid,including indentation, blank column/row suppression, margins, and labels. Also provided isan option to format grid lines, as shown in Figure 16.13. This dialog enables granular levelformatting and selection of grid lines for display on the OLAP grid’s layout.


Customizing Labels in the OLAP ExpertThe Labels tab of the OLAP Expert, shown in Figure 16.14, provides the capability to cus-tomize the display of the paged dimension (non-row/column dimensions) labels on theOLAP grid.

16

Figure 16.13The Format Grid Linesdialog is accessedfrom the CustomizeStyle tab of the OLAPExpert dialog andenables granular-levelcontrol of the gridlines in the OLAP grid.

Figure 16.14The Labels tab of theOLAP Expert enablesyou to specify displayproperties around theOLAP grid’s dimen-sions.

Paged/sliced dimension member values for the display grid can be displayed or hidden bysimply moving the selected dimension between the unlabeled dimension and labeled dimen-sion list boxes using the transfer arrow (>, >>, <, <<) buttons. You can select additional label-ing options such as label location, label spacing, and dimension names in this tab.

385Advanced OLAP Reporting

Advanced OLAP ReportingUp to this point, the OLAP Expert and OLAP Report Creation Wizard have demonstratedthe capability of Crystal Reports to rapidly create OLAP-based reports. In addition to thosecapabilities, Business Objects provides advanced analytic capabilities against OLAP datasources through some advanced OLAP-oriented features in Crystal Reports and through aset of online OLAP functionality via BusinessObjects Enterprise’s Voyager functionality(formerly called OLAP Intelligence and before that Crystal Analysis). The last four sectionsof this chapter introduce some of these advanced features for Crystal Reports.

Interacting with the OLAP GridCrystal Reports provides some powerful interactive OLAP features from within the CrystalReports Preview and Design tabs. Figure 16.15 displays the right-click menu that appearswhen you right-click on the year Q4 member in this chapter’s sample report.

16

Figure 16.15The right-click menuprovides access toadvanced OLAP fea-tures.

Advanced features made available here include conditional member highlighting, settingcolumn display options, hiding and showing members for asymmetrical reporting, addingcalculations, adding filters, reordering members, changing the member caption, expandingmembers (that is, drilling into the children members), adding sorts, and adding automatictotals to the OLAP grid. Although exploring these features in detail is beyond the scope ofthis chapter, it is important to note their availability for enhancing your OLAP grid presen-tations and reports. For detailed information on all these functions, you can review a legacychapter on OLAP Intelligence that is available at www.usingcrystal.com.



One feature of note is the active nature of the column and row dimensions in the OLAPgrid. By double-clicking on any member in either the row or column headings and assumingthat the selected member has lower level members (children), the OLAP grid dynamicallyexpands to include that member’s children in the grid. In OLAP parlance, this is drillingdown. Figure 16.16 shows the result of drilling down on the Q4 Header in this chapter’ssample report. An alternative means to drilling down is to click on the + icon displayedbeside any row or column dimension member.

16 Figure 16.16Sample OLAP-basedreport with Q4 mem-ber’s childrenexpanded.

A dimension member can subsequently have its children contracted by double-clicking onthe parent member or clicking on the – icon beside the involved parent member. This fea-ture enables you to interactively determine the best static viewpoint to provide to the busi-ness user audience for the report.

Pivoting the OLAP GridAfter an OLAP grid has been added to a report, as in this chapter’s sample, Crystal Reportsprovides the capability to easily swap the grid’s columns and rows. OLAP parlance calls thispivoting the OLAP grid. Figure 16.17 highlights this chapter’s sample report after pivotingwith this function. To access this function, right-click on the OLAP grid and select thePivot OLAP Grid option. Pivoting the OLAP grid does not affect any OLAP charts ormaps already on the report.

This function is particularly useful when attempting to decide which viewpoint of theinvolved OLAP grid is most helpful to the business users of the report.

387Advanced OLAP Reporting

Using the Cube View FunctionalityThe Cube View (previously called the OLAP Analyzer) is a powerful worksheet analysis toolintroduced in version 9 of Crystal Reports. The Cube View is initiated through the ViewCube option on the right-click menu of the OLAP grid (make sure that you don’t have anyspecific grid objects selected) and is accessed through the Cube View tab in the CrystalReports Designer (see Figure 16.18). Report designers and analysts familiar with otherOLAP interface tools are instantly comfortable with the Analyzer because it provides accessto the OLAP cube through a traditional OLAP worksheet.

16

Figure 16.17A preview of the sam-ple report after pivot-ing the OLAP grid.Notice how the chartand the grid havechanged.

Figure 16.18The Cube View tablaunched by the OLAPAnalyzer provides apowerful analytic toolfor report designersand power users.


The Cube View tab’s worksheet is designed for rapid analysis of the underlying OLAP datathrough a rich and interactive interface not available in the OLAP grid presented in theCrystal Reports Preview tab. Dimensions can be rapidly shifted, swapped, and nested bydouble-clicking on them and dragging them into any row, column, or paged dimension area.A dimension member can be quickly expanded and contracted by clicking on its associated +or – icon. A right-click menu in the OLAP Analyzer view of the cube offers access to addi-tional calculations, sorts, filters, automatic totaling, exception highlighting, data analysis, andcustom captions.

The Cube View is a powerful report design tool because it lets Crystal Reports developerscreate impressive flat views of the underlying multidimensional/OLAP data in a short time-frame and subsequently format the created OLAP grid in the Preview tab.

16

C A U T I O NAlthough both the Cube View tab and the in-place OLAP grids within the Crystal ReportsDesigner offer much of the same functionality, not all the work handled in the Cube Viewnecessarily translates back to the related OLAP grid on Crystal Reports. ExceptionHighlighting and Field Formatting are two examples of functionality that does not crossover. It is generally recommended that the majority of formatting work be done in-placewithin the Crystal Report’s Design or Preview tabs and that cube and dimension orienta-tion be the primary focus of the Cube View tab.

Using Charts and Maps Based on OLAP GridsAs described in Chapter 8 and discussed briefly in the “Adding Charts via the OLAP ReportCreation Wizard” section earlier in this chapter, OLAP grid data can be presented throughvisually appealing charts and maps. To create a chart or a map based on OLAP data, anOLAP grid must pre-exist on your report as a data source to form the basis of the chart ormap. Selecting the Insert Chart or Map command from the Insert menu (or the respectiveicons on the Insert toolbar) enables the creation of an OLAP-based visualization.

The creation process for both charts and maps requires the specification of an On ChangeOf field. This is the field that the chart or map breaks its summaries on (for example, coun-try, state, product, sales rep, and so on). You can specify an optional Subdivided On field aswell. The results of specifying an extra variable to divide the data on has different results forvarious chart types. Explore various charts to find those most suitable for your businessproblem. Using the Subdivided On field with a map adds a bar or pie chart to every mainregion on the selected map. An example of this might be a pie chart depicting the break-down of sales for each country.

C A U T I O NIt is imperative that the On Change Of field be a geographic-based field when creating amap. Otherwise, the mapping component returns an empty map.

389Crystal Reports in the Real World—OLAP Summary Report with Drill-Down

TroubleshootingAdding an OLAP Grid to an Existing Report

I want to add an aggregated OLAP grid view to an existing drill-down report.

You can quickly accomplish this by accessing the Insert OLAP Grid functionality from themain Insert menu. An alternative approach that might make sense in certain situations is toinsert a subreport that points to the involved OLAP data source. Using a subreport to hostthe OLAP grid enables you to dynamically pass in parameters from the main report to thesubreport and its associated OLAP grid. These parameters can dynamically filter thecolumns, rows, and slices of the involved OLAP grid(s).

Crystal Reports in the Real World—OLAPSummary Report with Drill-Down

The scenario discussed here describes the flexibility behind accessing multidimensional andrelational data sources in one report. The benefit of this type of functionality is to enable theuser to see aggregated information coming from a cube while allowing drill-down on therelational data to provide greater detail. By using parameters in this report, you let the userdecide which information elements to display.

1. Start by creating a simple sales report against the sample Xtreme data source. For thedata, select the First Name, Last Name, and Last Year’s Sales fields from the Customertable. Group the report by region, city, and then customer. Hide the Details section andthe City and Customer groups and enable drill-down on these sections. The report atdesign time should look like Figure 16.19. Before moving on, add Summary fields forLast Year’s Sales into each of the Group Header fields (Country, Region, and City). Youcan quickly accomplish this by using the new (in version 2008) Add to All Group Levelscheck box in the Insert Summary dialog.

2. Now add to this report an OLAP grid against the sample cube used earlier in this chapter—Sales and Employees from Foodmart. Using the steps described earlier in thischapter, point the grid at the sample Sales and Employee OLAP cube selecting only theMeasures, Time, and Stores dimensions. Select the Stores dimension for the rows andthe Time dimension for the columns. Change the Stores rows to include only USA,Canada, and Mexico to limit the number of rows displaying in the report. Also changethe Time dimension members selected to Q1, Q2, Q3, and Q4 of 1998.

3. Drop the OLAP grid in the Report Header area. Now insert a bar chart based on therelational source that displays Last Year’s Sales on change of values in the City field andplace the chart in the Group Header for Country to enable the user to visually under-stand the contribution of sales from each of the selected cities. In design view, thereport should look similar to Figure 16.20. Perform the same filtering task in the reportSelect Expert so that the relational data source is limited to the same three countries(USA, Canada, and Mexico).


4. If the user viewed this report, he would currently see both the chart and the OLAP gridat the top of the report summarizing the same information but sourced from two dif-ferent data sources: a pre-aggregated SQL Server data cube and a relational database.(This example assumes that similar data is the basis for both data sources.) To enableend users to turn off the grid display, create a parameter field that specifies whether to

16

Figure 16.19Framework for drill-down integrating bothrelational and OLAPdata.

Figure 16.20A report using bothOLAP and relationaldata sources. The piechart based on therelational dataenables drill-downinto the relationaldata details.

391Crystal Reports in the Real World—OLAP Summary Report with Drill-Down

display the grid. This enables users to decide whether they want to look at the summaryinformation in both a grid and chart format or only in a chart.

5. Create a parameter of Boolean type called Display Grid.

6. Conditionally suppress the Report Header section containing the grid based on the val-ues supplied to the parameters by right-clicking on the Report Header and selectingSection Expert from the Report Explorer. Click on the X+2 formula button next to thesuppress option. Inside the formula editor, type {?Display Grid}=false

and close the editor. Now when a user runs the report, he is prompted to select whetherhe wants to see the summary OLAP grid. Save the report. On display, it should looksimilar to Figure 16.21.

16

Figure 16.21Report showing boththe OLAP grid andcharts and enablingdrill-down from thehigh-level summaryinformation displayedfrom the OLAP gridinto the relationaldetails.

This example illustrates how to combine relational and multidimensional data in one reportto allow for different views based on the same underlying data. This allows drill-down onrelational elements and provides aggregate header information for views on summaryOLAP data.

SYMBOLS& (ampersand), concatenat-

ingstring formulas, 112-113Xcelsius values, 504

* (asterisks)parameter fields with, 151wildcards, 81

@ (at symbol) in formulas,320

= (equals to) operators,parameter fields, 152

{ } (French brackets) in, 319-320

( ) (parentheses) in formulas,320

% (percent symbol) in for-mulas, 320

+ (plus sign), concatenatingstring formulas, 112-113

# (pound symbol) in formu-las, 320

? (question marks)formulas, 320wildcards, 81

// (slashes) in comments, 114[ ] (square brackets) in for-

mulas, 319_ (underscore) as continued

line character, 117

NUMBERS3D charts, angle options,

225-226100,000 loop limit, 119

AABAP data dictionary, SAP

integration kit connections,361

Action drop-down box(Static List of Values) prop-erty (parameter fields), 134

Actual versus Target reports,chart types, 207

ADO.NET data providers,352, 434

complex query management,353

creating, 354-355legacy applications, 353runtime data manipulation,

353XML recordset connections,

356Advanced layout button

Chart Expert, Data tab,208-209

Map Expert, Data tab, 216Alert iView (SAP integration

kits), 365alerts

advantages of, 283BusinessObjects Enterprise

with, 285

index

524 alerts

components of, 283creating, 284-285detail sections triggering,

highlighting, 295editing, 284-285example of, 294-296functions for, 286IsAlertTriggered function,

295message creation, 285naming, 284prompting for trigger con-

dition, 285ToolTips with, 296trigger condition specifica-

tion, 285triggering, 284Web delivery of, 285Xcelsius dashboards,

476-479aliasing tables, 29aligning

horizontal alignment, 162,167

text, report sections, 183All Values parameters

(parameter fields), 151Allow Custom Values prop-

erty (parameter fields), 136Allow Discrete Values prop-

erty (parameter fields), 136Allow Multiple Values prop-

erty (parameter fields), 136,148

Allow Range Values property(parameter fields), 136

ampersand (&), concatenat-ing

string formulas, 112-113Xcelsius values, 504

Another Report Objectoption (Format Editor,Hyperlink tab), 170

Appearance tab (ChartExpert), 222-223

application servers, Java, 414,418

application tier (CrystalReports Server), 398-399

arguments, naming, 122arithmetic formulas

error checking, 106formatting results of, 107Formula Editor, creating in,

103-105functions available for, 103help files for, 103naming, 106operators, accessing, 106

arrays (string), 279ASP.NET

defined, 434printing issues, trou-

bleshooting, 455Web Forms Viewer,

447-449asterisks (*)

parameter fields with, 151wildcards, 81

at symbol (@) in formulas,320

Auto Alerts icon, Xcelsiusdashboards, 478

Auto-Complete feature(Formula Editor), 105

autosave feature, 48averages (moving), displaying

in charts, 230axes

cross-tabs, 254dual axes, creating, 249

Axes tab (Chart Expert), 211,223

Axis Options dialog (ChartExpert), 224-225

BBackground Color box

(Section Expert), 181, 200Background Color option

(Format Editor, Bordertab), 168

Background tab (FormatEditor), 168

backgroundsreport sections, color selec-

tion in, 181-183Xcelsius dashboards,

481-482Bar Chart maps, 219bar charts, creating, 247-250barcodes

conversion formulas, 116converting fields to,

245-246converting to fields, 246

Basic syntax, 318-319BeforeReadingRecords

process (multipass report-ing process), 124

Behavior tab (Xcelsius), 470blank reports, creating, 16,

44blank spaces, removing from

report sections, 199Boolean tab (Format Editor),

170Border tab (Format Editor),

163, 168borders, formatting, 163Bottom N group selections

using parameter fields, 146-147

Box tab (Format Editor), 170boxes, creating, 237brackets in formulas

French brackets ({ }), 319-320

square brackets ([ ]), 319Browse Data option

(Formula Workshop), 196BusinessObjects Enterprise

alerts with, 285Crystal Reports Server,

compared, 397

525charts

Xcelsiusdashboards, 484integration, 508

BW dataOLAP Intelligence, report-

ing off via, 365SAP integration kits,

362-363Voyager Intelligence,

reporting off via, 363-365Web Intelligence, reporting

off via, 363-365BW Query drivers, SAP inte-

gration kits, 362By Series radio button

(Xcelsius, General tab), 470

CCache Servers, Crystal

Reports Server, 399-400Can Grow option (Format

Editor, Common tab), 167CAR File button (OLAP

Report Creation Wizard),375

cascadingparameters, 147-149prompts, 289-292

categorizingcustom functions, 123database objects via

Database Expert, 28CCM (Central Configuration

Manager), 401-402CDate() function, 115CDateTime() function, 115CDbl() function, 115cells (cross-tabs)

defined, 254summaries for, 257

Central Repositoriescustom functions, adding to,

126-128troubleshooting, 126

Change Group Options dia-log, 65

Character Spacing Exactlyoption (Format Editor,Font tab), 169

Chart Analyzer tab (ChartExpert), 221

Chart dialogOLAP Report Creation

Wizard, 381-382Standard Report Creation

Wizard, 35, 42Chart Drill Down feature

(Xcelsius), 490-491Chart Excel tab (Xcelsius),

468, 473Chart Expert

accessing, 205Axes tab, 211axes, dual, 249Axis Options dialog,

224-225Chart Analyzer tab, 221Chart Options menu,

221-223Color Highlight tab, 212Data tab, 207

Chart Layout section,208-209

On Change Of field,209, 228-229

Show field, 209editing charts, 221formatting options, 221Load Template option, 221On Change Of fields, 248Options tab, 211Save Template option, 221Series Option dialog,

223-224Text tab, 212trend lines, 249type selection, 247Type tab, 205-206

Chart Layout section (ChartExpert, Data tab), 208-209

Chart menu (Designer), 20-21

Chart Options menu (ChartExpert), 221

Appearance tab, 222Axes tab, 223Choose a Viewing Angle

dialog, 226Data Labels tab, 223Gridlines tab, 223Legend tab, 223Multi-Axes tab, 223Titles tab, 222

charts3D viewing angle options,

225-226Actual versus Target reports,

207axes, dual, 249axis options, 223Chart dialog (OLAP Report

Creation Wizard), 381-382

Chart Expertaccessing, 205Axes tab, 211Axis Options dialog,

224-225Chart Analyzer tab, 221Chart Options menu,

221-223, 226Choose a Viewing Angle

dialog (Chart Optionsmenu), 226

Color Highlight tab, 212Data tab, 207-209Options tab, 211Series Option dialog, 223Text tab, 212Type tab, 205-206

Chart Options menu, 221-223, 226

color selection, 223Company Sales reports, 207data

complementary data in asingle chart, 228-230

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526 charts

customizing value divi-sions, 211

customizing value ranges,211

customizing value scales,211

label options, 223specifying, 209

Depth option, 222dual axis setup, 230editing, 221Explode Pie option, 222formatting options, 221, 225Funnel charts, 206Gantt charts, 206Gap Width slider, 222Gauge charts, 205grid options, 225gridlines

customizing, 211options, 223

grids (OLAP), 388help instructions, 226Histogram charts, 206inserting, 205-206layouts

options, 224specifying, 208-209

legend options, 223line chart setup, 230moving averages, displaying,

230new types of, 204-206number options, 225numeric axis charts, 205On Change Of fields, 248Overlap slider, 222Pie Rotation slider, 222Pie Tilt slider, 222position of, specifying, 221Product Profitability

reports, 207recurrences of, in relation to

location in report, 206Riser Shape option, 222scale options, 225sizing, 221summaries, 210

templates for, 221, 349title options, 222trend lines, 249trendline options, 224troubleshooting, 228-229type selection, 247Use Depth option, 222Xcelsius dashboards,

468-470Choose a Data Source

(Dynamic List of Values)property (parameter fields),135

Clamp Page Footer option(Section Expert, Commontab), 189

client tier (Crystal ReportsServer), 397

Close Border on Page Breakoption (Format Editor,Common tab), 168

CMC (Central ManagementConsole), 402-405

CMS (Central ManagementServer), 399

colorBackround Color option

(Format Editor, Bordertab), 168

Border Color option(Format Editor, Bordertab), 168

branding considerations,238

charts, selecting for, 223conditional formatting for-

mulas for, 241-242Font, Style, Size, and Color

option (Format Editor,Font tab), 169

fonts, 164report sections

backgrounds, 181-183fonts, 183

selecting, 163Xcelsius dashboard schemes,

479-480

Color Highlight tab (ChartExpert), 212

Color Scheme drop-down(Xcelsius, Format toolbar),479

Color tab (Section Expert),191, 200

columnscross-tab columns, 254cursor focus, 165Format Groups with

Multiple Column option(Section Expert, Layouttab), 191

multiple columns, format-ting, 192

titles, editing, 163-164.COM data providers

complex query managment,353

creating, 354-355legacy applications, 353runtime data manipulation,

353troubleshooting, 366-367XML data, reading, 367-368

.COM data sources, 352combining objects, 170-174comments, adding to formu-

las, 114Common tab

Format EditorCan Grow option, 167Close Border on Page

Break option, 168CSS Class Name option,

168Display String option,

167Horizontal Alignment

option, 167Keep Object Together

option, 168Lock Position and Size

option, 167Object Name option,

167Read Only option, 167

527Crystal Reports Servers

Repeat on HorizontalPages option, 168

Suppress If Duplicatedoption, 167

Suppress option, 167Text Rotation option,

167ToolTip Text option, 167

Section ExpertClamp Page Footer

option, 189Format with Multiple

Columns option, 189Hide (Drill-Down OK)

option, 189Keep Together option,

189Print at Bottom of Page

option, 189Read-Only option, 190Relative Positions

option, 190Reserve Minimum Page

Footer option, 189Suppress (No Drill-

Down) option, 189, 197Suppress Blank Section

option, 189Underlay Following

Sections option, 189Company Sales reports,

chart types, 207complex queries, managing,

353Components window

(Xcelsius), 460-461concatenating

string formulas, 111-112strings, 55-56Xcelsius values, 503-504

conditional formattingCurrentFieldValue function,

338formulas for, entering,

241-242Highlighting Expert for,

240viewing, 241

conditional formulas (Excel),Xcelsius, 500-501

Connection Browser(OLAP), 374

Connection Refresh button(Xcelsius), 507

containers, Xcelsius dash-boards, 474-475

Content Locale fields, 61continued line character (_),

117control structures

Do/While structures, 119For/Step/Do structures, 119formatting of, 117Formula Editor for, 116If/Then/Else, 116-118Select Case, 116, 118Switch structures, 119While/Do structures, 119

convertingbarcodes to fields, 246fields to barcodes, 245-246type conversion, 114-116,

126copying formatting, 161Count summary, 87Create Parameter Field dia-

logField Explorer, 138-140OLAP Report Creation

Wizard, Slice/Page dialog,379

Create Running Total Fielddialog, 59

Create/Edit Parameter func-tionality (Rows/columnsdialog), 376

cross-domain policies, 508Cross-Tab layout button

Chart Expert, Data tab, 208Map Expert, Data tab, 216

cross-tabsadvantages of, 254axes of, 254

cellsdefined, 254summaries for, 257

columns, defined, 254creating, 257, 268Cross-Tab Expert, 257, 270CurrentColumnIndex func-

tion, 268CurrentRowIndex function,

268CurrentSummaryIndex

function, 268display strings, 264-266formatting features, 256GridRowPathIndexOf func-

tion, 268GridValueAt function, 267group headers, placing in,

271-272horizontal expansion fea-

ture, 256horizontal/vertical summary

placement, 263percentage-of summaries,

261-262previewing changes to, 257quarterly sales by customer

example, 254-255relative position, setting,

260reports, inserting in, 257rows, defined, 254spreadsheets, similarity to,

255summaries

editing, 270labels, 263

Top N groups in, 258-259Crystal Reports

offline viewer, 409Xcelsius dashboards, 485

Crystal Reports Designer,group organization, 66-67

Crystal Reports Serversapplications

CCM, 401-402CMC, 402-405InfoView, 405


528 Crystal Reports Servers

architecture, 397BusinessObjects Enterprise

comparisons to, 397Cache Server, 399Cache Servers, 400CMS, 399components of, 396concurrent users, 397Event Server, 400Input/Output File

Repository Servers, 399instances, 400Job Servers, 400limitations of, 397on-demand reports, viewing,

404Page Servers, 400platforms supported, 397publishing reports, 403RAS, 400scalability, 397tiers

application tier, 398-399client tier, 397data tier, 401intelligence tier, 399-400processing tier, 400

Web-based viewing, 405Web Intelligence, 397

Crystal Repository, customfunctions in, 324

Crystal syntax, 318crystalreports.com report-

sharing service websiteadding reports to, 407home page, 406offline viewer, 409sharing reports via, 408

CrystalReportViewer classinstantiating, 419processHttpRequest

method, 420setReportSource method,

419CSS Class Name option

(Format Editor, Commontab), 168

CStr() function, 115, 126CTime() function, 115Cube tab (OLAP),

Interactive OLAPWorksheet (Analyzer), 372

Cube View (OLAP), 387-388cubes (OLAP), 370

aggregation in, 371grid presentations, 371members defined, 371Select Cube button, 374

Current CE User ID fields,61

Current CE User Namefields, 61

Current CE User TimeZone fields, 61

Current Date function, Dateand Time formulas, 109

Current Website or EmailField Value option (FormatEditor, Hyperlink tab), 169

CurrentColumnIndex func-tion (cross-tabs), 268

CurrentFieldValue function,338

CurrentRowIndex function(cross-tabs), 268

CurrentSummaryIndex func-tion (cross-tabs), 268

cursor focus, deleting, 165Custom Color Scheme win-

dow (Xcelsius), 479Custom Function Extractor,

127custom functions

argument names, 122author information, 123calling, 324categorizing, 123Central Repositories, adding

to, 126-128converting formulas to, 327creating, 121-123, 127-129,

323-324Crystal Repository with, 324

CurrentFieldValue functionin, 338

database field access in, 324default values, 123descriptions for, 324divide-by-zero errors,

126-129division example, 127-128End Function statements,

324Extractor for, 127field header example,

128-129Formula Expert, creating

formulas with, 121Formula Extractor, creating

formulas with, 337Formula Workshop, creat-

ing in, 98Help text for, 123name formula example, 327,

330optional parameters, 324Repository

adding to, 99Formula Workshop, 98

sharing, methods for, 324statelessness, 337summary descriptions, 122syntax options, 324templates, creating for,

337-338Customer Contact Listing

reports, creating, 158-161Customize Style tab (OLAP

Expert), 383customizing

color schemes, Xcelsiusdashboards, 480

Java Report Componentviewer

group trees, 422toolbars, 422

labels in OLAP Expert, 384status bars, Windows

Forms, 446styles in OLAP Expert, 383

529Data tab

toolbarsJava Reporting

Component viewer, 422Windows Forms, 446

viewersWeb Forms Viewer,

448-449Windows Forms viewers,

446-447Web Forms Viewer, 449Windows Forms

status bars, 446toolbars, 446viewers, 446-447

Ddashboards

Excel, developing in, 466multilayer dashboards,

496-498Xcelsius

alerts, 476-479backgrounds, 481-482BusinessObjects

Enterprise, 484, 508Chart Drill Down fea-

ture, 490-491charts in, 468-470color schemes, 479-480connectivity guidelines,

505containers in, 474-475cross-domain policies,

508Crystal Reports, 485Data Manager Usage tab,

506-507deploying, 484-485design rules, 458development paradigm,

458-460Dynamic Visibility,

488-498Excel logic in, 498-505Flash variables in,

519-520gauges in, 468HTML in, 485, 519-520

Image component, 483Insert Filtered Rows fea-

ture, 492-493Label component, 482life cycle management,

508Live Office connectivity,

509-513Map Components fea-

ture, 494-496multilayer dashboards,

496-498parameterized reports,

513-514, 518-519PDF documents, 484portal integration, 521PowerPoint, 484previewing, 467publishing, 484-485Query as a Web Service,

514refreshing Live Office

connections, 513scheduling Live Office

instances, 513selectors in, 471-473sliders, 467SWF files, 484themes, 481troubleshooting, 486Web Service connec-

tions, 515Word, 484XML Maps, 515-518

Data (Y) Axis Settings dialog(Chart Expert, AxisOptions dialog), 224

Data Date fields, 61Data Labels tab (Chart

Expert), 223Data Manager window

(Xcelsius)Definition tab, 463Usage tab, 464, 506-507Web service connection

methods in, 463-464data sources

ADO.NET data providerscomplex query manage-

ment, 353

creating, 354-355legacy applications, 353runtime data manipula-

tion, 353XML recordset connec-

tions, 356.COM data providers

complex query manage-ment, 353

creating, 354-355legacy applications, 353reading XML data,

367-368runtime data manipula-

tion, 353troubleshooting, 366-367

connections, creating viaDatabase Expert, 26

Java data providerscreating, 356-357JavaBeansClassPath

property, 357JavaDir property, 357troubleshooting, 366-367

.NET data providerscomplex query manage-

ment, 353creating, 354-355legacy applications, 353runtime data manipula-

tion, 353XML data providers

HTTP data source con-nections, 358-359

local data source connec-tions, 358

Web service data sourceconnections, 358-359

Data tabChart Expert, 207

Chart Layout section,208-209

On Change Of field,209, 228-229

Show field, 209Map Expert, 215

Layout section, 215-216Map Placement section,

215


530 Data tab

OLAPCAR File button, 375Chart dialog, 381-382data sources, specifying,

373-374dimension slices (fil-

ters)/pages, specifying,377-380

dimensions, specifying,377

Member Selector dialog,377

Rows/Columns dialog,375-377

rows/columns, specify-ing, 375-377

Select Cube button, 374Slice/Page dialog,

377-380Style dialog, 380

data tier (Crystal ReportsServer), 401

Data Time fields, 61Data Time Zone fields, 62database connectivity

Java Reporting Componentrequirements, 416-418

open connections, listing viaMy Connection node(Database Expert), 27

database credentials, .NETviewers with, 449-451

database driversdirect access, overview, 23indirect access, overview, 24ODBC, 24OLE DB, 24

Database Expertdata source connections,

creating, 26database objects, categoriz-

ing, 28More Data Sources node,

26My Connection node, 27open database connections,

listing, 27opening, 25troubleshooting, 48

Database Explorer dialog,158

database fields, 336Field Explorer view of, 53multiple fields, selecting, 54reports, adding to, 53sample data, browsing, 54

Database menu, 20, 280database objects

adding to reports, 27categorizing via Database

Expert, 28joins, 31

Full Outer, 33Inner, 32Left Outer, 32Not Equal, 33

SQL commandsadding to reports, 29-31parameters of, 30

stored procedures, 29tables, adding to reports, 28viewing, 28views, adding to reports, 29

Date and Time formulasconversion functions, 109Current Date function, 109Formula Editor, creating

via, 108-110operators for, 108range functions, 109

Date and Time tab (FormatEditor), 170

date functions (Excel),Xcelsius, 505

datescomparators, 277-278Date function, 277DateTime function, 277DTSToDate function, 278formats for specifying, 278grouping on, 68-69strings, converting from,

277-278templates field objects for

formatting, 340Default Value property

(parameter fields), 135

Definition tab (Xcelsius,Data Manager window),463

Delete button (SectionExpert, Sections area), 188

deletingcursor focus, 165report sections, 197

Dependency Checker, 23Depth option for charts, 222Description Field (Static List

of Values) property (param-eter fields), 134

Description Table field, 135design consistency. See tem-

platesdesign explorers

docking, 22Field Explorer, 21hiding, 22Report Explorer, 21Repository Explorer, 21tabs view, 22viewing, 22

DesignerBlank Repot link, 16Chart menu, 20-21Database menu, 20Dependency Checker, 23design explorers, 21-22Edit menu, 19Expert Tools toolbar, 18External Commands tool-

bar, 19File menu, 19Format menu, 20Formatting toolbar, 18Getting Started page, 16Help menu, 21Insert menu, 20Insert Tools toolbar, 18Navigation Tools toolbar, 19Report menu, 20report sections, 16

design guidelines, 18Details, 17objects, 17

531Excel (MS)

Page Header, 17Report Header, 17Section Expert, 18

Standard toolbar, 18ToolTips, 19View menu, 20Window menu, 21Workbench, 23

destination cells in selectors,473

Destination property field(Xcelsius), 472

Detail Size option (SectionExpert, Layout tab), 191

Details section, 17, 186lines, adding between, 236template, created by, 336

direct access drivers, 23Disable Mouse Input on

Load property (Xcelsius,Data Manager Usage tab),507

Display String option(Format Editor, Commontab), 167

display strings, cross-tabswith, 264-266

distinct records option, 306divide-by-zero errors, cus-

tom functions, 126-129Do/While structures, 119docking design explorers, 22Dot Density maps, 219dragging/dropping objects,

171Drill Down feature

(Xcelsius), 490-491drill-down functionality

commands for, 386, 389-391OLAP, 372, 386, 389-391report sections, 186-187,

201-202drill-down reports

group paths for, 71hiding details, 72-73icon for, 71

navigating for, 72purpose of, 71Suppress (No Drill-Down)

option, 73drivers

direct access database, 23indirect access database, 24

Drop Shadow option(Format Editor, Bordertab), 168

DSNs (Data Source Names),24

DTSToDate function, 278dynamic cascading prompts,

289-292Dynamic List of Values

properties, 135, 147dynamic parameters,

147-149Dynamic Visibility

(Xcelsius), 488-498

Eemail addresses

columns, 165-166Email address option

(Format Editor, Hyperlinktab), 169

Edit Mask property (parame-ter fields), 136-137

Edit menu (Designer), 19editing

alerts, 284-285charts, 221column titles, 163-164cross-tab summaries, 270

Editing area (FormulaEditor), 101

Enable Load Cursor prop-erty (Xcelsius, DataManager Usage tab), 507

Enter Values dialog, 29equals to (=) operators,

parameter fields, 152

ERP (Enterprise ResourcePlanning) integration kits

application support, 359-360

full data access, 360metadata in, 360real-time data access, 361sample reports, 360security, 360

errorslooping errors, 119runtime, variable data,

324-326ETL (Extract Transform &

Load) products, XML for-mat as, 347

EvaluateAfter() function,120, 126

Event Server, CrystalReports Server, 400

Excel (MS)dashboard development,

460, 466reports, exporting to, 346Xcelsius

Chart Drill Down fea-ture, 490-491

concatenating values,503-504

conditional formulas,500-501

dashboard development,460

date functions, 505Excel Sheet tab, 468Excel tabs, 466IF() statements, 500-502INDEX function,

502-503Insert Filtered Rows fea-

ture, 492-493lookup functions,

502-503Map Components fea-

ture, 494-496multilayer dashboards,

496-498


532 Excel (MS)

supported Excel func-tions in, 498-500

XML Maps, 515-518ExcelRecord format, export-

ing to, 441Expert Tools toolbar, 18, 181exporting reports

batched .NET code exam-ple, 442-443

Excel format, 346ExcelRecord format, 441formats, .NET, 441HTML format, 441Java Reporting Component,

424-427.NET methods for, 440-443option presets, 176output formats, 345-346PDF format, 346plain text format, 441Report Definition format,

347RPT format, 441RTF Export format, 176RTF format, 441XML format, 347

External Commands toolbar(Designer), 19

external resources, referenc-ing, 176-177

FField Explorer, 21, 158

active field indicators, 53arithmetic formulas, creat-

ing in, 105Create Parameter Field dia-

log, 138-140database fields, 53formula creation, 92formula fields, 54-55group name fields, 61opening, 52parameter fields, 56-57,

138-140parameter options, setting,

138

Parameter Order dialog,138

purpose of, 52running totals, 58-61, 91special fields, 61-63SQL Expression fields, 56

Fields area (Formula Editor),101

Fields frame (FormulaEditor), 106

File Author fields, 62File Creation Date fields, 62File menu, 19

Page Setup command, 174Save command, 48

File option (Format Editor,Hyperlink tab), 169

File Path and Name fields,62

filtering, 35. See also sortingcustom filtering via parame-

ter fields, 151field selection, 79Formula Editor, 83-84formulas from Select

Expert, 82multiple filter application,

81-82new filters, adding, 81overview, 78ranges for, setting, 80record selection formulas,

82-84refreshing data options, 80Select Expert, 78-81subreports with linked data,

305values for, setting, 80

financial functions, 323Find in Field Explorer,

244-245Fit Section command, 183,

199Flash variables, Xcelsius

dashboards, 519-520FlashVars tab, SWF files, 520

Folder iView (SAP integra-tion kits), 365

Font tab (Format Editor),169

Font, Style, Size, and Coloroption (Format Editor,Font tab), 169

fonts (text)color selection, 164, 183,

234face selection, 234formatting, 162-164rotating, 238-239

footerscreating, 46cross-tab placement in,

271-272Group Footers, 180templates for formatting,

347-348For/Step/Do structures, 119Format Chart Frame dialog

(Chart Expert, ChartOptions menu), 225

Format Editor, 100, 162Boolean tab, 170Border tab, 163, 168Box tab, 170colors, 163column titles, 163Common tab

Can Grow option, 167Close Border on Page

Break option, 168CSS Class Name option,

168Display String option,

167Horizontal Alignment

option, 167Keep Object Together

option, 168Lock Position and Size

option, 167Object Name option,

167Read Only option, 167

533Formula Editor

Repeat on HorizontalPages option, 168

Suppress If Duplicatedoption, 167

Suppress option, 167Text Rotation option,

167ToolTip Text option, 167

Date and Time tab, 170Font tab, 162, 169horizontal alignment, 162Hyperlink tab, 165-166

Another Report Objectoption, 170

Current Website orEmail Field Valueoption, 169

Email address option,169

File option, 169Report Part Drilldown

option, 169Website on the Internet

option, 169Line tab, 170Numbers tab, 170opening, 162Paragraph tab, 170Picture tab, 170Rounding tab, 170Subreport tab, 170

Format Grid Lines dialog(OLAP Expert, CustomizeStyle tab), 383

Format Groups withMultiple Column option(Section Expert, Layouttab), 191

Format Map dialog (MapExpert), 227

Format menu, 20, 181Format Painter, 161Format toolbar (Xcelsius),

Color Scheme drop-down,479

Format with MultipleColumns option (SectionExpert, Common tab), 189

formattingbarcodes

converting fields to, 245-246

converting to fields, 246borders, 163box creation, 237charts, 221, 225conditional formatting

CurrentFieldValue func-tion, 338

entering formulas for,241-242

Highlighting Expert for,240

viewing, 241copying, 161cross-tabs, 256email addresses, 165-166field objects, 159-160fonts, 162-164Format Editor

Border tab, 168borders, 163colors, 163column titles, 163Common tab, 167-168Font tab, 169fonts, 162horizontal alignment,

162hyperlinks, 165-166opening, 162

Formula Workshop, 100hyperlinks, 165-166importance of, 234line creation, 236margins, 174numbers to display strings,

264-266object names, 167OLAP, 383phone numbers, 176report sections

background color, 181-183

font color, 183summary counts, 182text alignment, 183

reports, 156, 192rotating text, 238-239template field objects for,

338-339, 343-344templates for. See templatestext

Boolean tab (FormatEditor), 170

Box tab (Format Editor),170

Date and Time tab(Format Editor), 170

Font tab (FormatEditor), 169

Hyperlink tab (FormatEditor), 169-170

Line tab (FormatEditor), 170

Numbers tab (FormatEditor), 170

objects, 159Paragraph tab (Format

Editor), 170Picture tab (Format

Editor), 170Rounding tab (Format

Editor), 170Subreport tab (Format

Editor), 170toolbars for, 163, 234ToolTips, 167, 235-236troubleshooting, 176

Formatting toolbar(Designer), 18

Formula Editor, 83-84, 96arithmetic formulas,

103-108Auto-Complete feature, 105available elements, depend-

encies of, 102comments, 114continued line characters,

117control structures, 116-119Custom Function creation,

98Date and Time formulas,

108-110


534 Formula Editor

Editing area, 101error-checking while

designing, 106features list, 97Fields area, 101Fields frame, 106formatting control struc-

tures, 117formatting results, 107formula creation example,

102-103Functions area, 101naming formulas, 106Operators area, 101Operators frame, 106, 120operators, accessing, 106order of operations, 110string formulas, 111-113toolbar area, 101type conversion, 114-116Use Expert button, access-

ing through, 106variables, 120

Formula Expertaccessing, 120creating formulas with, 121

Formula Extractorargument names, 122creating functions from for-

mulas, 121-123templates, advantages with,

337Formula Workshop

advantages of, 337Browse Data option, 196components of, 97Format Editor, 100formatting formulas with,

100Formula Editor, 96

accessing operators, 106arithmetic formulas,

103-108Auto-Complete feature,

105available element

dependencies, 102comments, 114continued line charac-

ters, 117

control structures, 116-119

Custom Function cre-ation, 98

Date and Time formulas,108-110

Editing area, 101features list, 97Fields area, 101Fields frame, 106formatting results, 107formula creation exam-

ple, 102-103Functions area, 101naming formulas, 106Operators area, 101Operators frame, 106,

120order of operations, 110string formulas, 111-113toolbar area, 101type conversion, 114variables, 120

Formula Editor, type con-version, 116

Formula Extractor, creatingfunctions from formulas,121-123

formula fields with, 99navigating, 98Report Section Expert with,

100Repository Custom

Functions, 98selection formulas, 100SQL Expression fields, 99Workshop Tree, navigating,

98formulas

arithmetic formulas, 103-108

at symbol (@), 320barcode conversion formu-

las, 116Basic syntax, 318-319brackets in

French brackets ({ }),319-320

square brackets ([ ]), 319

commenting in/out, 114,338

complex filters, 92-94control structures, 116-119creating functions from,

121-123Crystal syntax, 318custom functions, creating,

127-129Date and Time formulas

conversion functions,109

creating via FormulaEditor, 108-110

Current Date function,109

operators for, 108range functions, 109

date comparators, 277-278fields

@ (at symbol), 320adding to reports, 54concatenating strings, 55Field Explorer view of,

54Formula Workshop with,

99new formula creation, 55objects, 338-339,

343-344Formula Expert, creating

via, 121Formula Workshop, 100groups

creating for, 74-76selecting, 89, 92

memo field operations, 320-322

multipass reporting processPass #1 phase, 124Pass #2 phase, 125Pass #3 phase, 126Pre-Pass #2 phase, 125Pre-Pass phase, 124

name custom functionexample, 327, 330

nesting, 92-94order of precedence, 320parameter fields in, 142parentheses ( ( ) ) in, 320

535grand totals

percent symbol (%), 320pound symbol (#), 320question marks (?), 320record selection, 82-84report sections, adding

pages to, 185runtime errors, 324-326S (sigma) symbol, 320selection formulas (Formula

Workshop), 100slashes (//), comments, 114string comparisons, 278-279string field searches within,

320-322string formulas

concatenation, 111-112creating via Formula

Editor, 111-113Left function, 112

subreports with linked data,305

symbols in, 320syntax

availability of, 101options of, 318selecting, 319

templates, issues with, 337ToolTips

adding to results, 113creating via, 235

type conversion, 114-116French brackets ( { } ) in for-

mulas, 319Full Outer joins, 33functions

arguments, naming, 122concatenating, string formu-

las, 111-112custom functions

argument names, 122author information, 123calling other custom

functions, 324categorizing, 123Central Repositories,

126-128converting formulas to,

327

creating, 121-123, 127-129, 323-324

Crystal Repository with,324

CurrentFieldValue func-tion in, 338

database field access in,324

default values, 123descriptions for, 324divide-by-zero errors,

126-129division example,

127-128End Function state-

ments, 324Extractor for, 127field header example,

128-129Formula Expert, 121Formula Extractor, 337Formula Workshop, 98Help text for, 123name formula example,

327, 330optional parameters, 324Repository, 98-99sharing, 324statelessness, 337summary descriptions,

122syntax options, 324templates, 337-338

formulas, creating via, 123financial, 323help files for, 103string, 111type conversion, 114-116

Functions area (FormulaEditor), 101

Funnel charts, 206

GGantt charts, 206Gap Between Details option

(Section Expert, Layouttab), 191

Gap Width slider for charts,222

Gauge Behavior tab(Xcelsius, Gauge Propertieswindow), 467

Gauge charts, 205Gauge Properties window

(Xcelsius), 466-467gauges, Xcelsius dashboards,

468General tab (Xcelsius), 470Geographic field (Map

Expert, Data tab), 217-218geographic prompts, cascad-

ing, 289-292geographical mapping, 204

Bar Chart maps, 219blank result maps, 216Dot Density maps, 219formatting options, 227Graduated maps, 219layer control, 227layout of, specifying,

215-216Map Expert, 214

Data tab, 215-216Text tab, 220Type tab, 218-220

mismatches, resolving, 227Pie Chart maps, 219placement of, specifying,

215positioning, 227Ranged maps, 219thumbnail images, 228Web resources, 214zooming in/out of, 228

Getting Started page, 16global variables, 120Graduated maps, 219grand totals

alternative summaries, 87creating, 86-87


536 graphics, adding to reports

graphics, adding to reports,173

Grid tab (Chart Expert, AxisOptions dialog), 225

Gridlines tab (Chart Expert,Chart Options menu), 223

GridRowPathIndexOf func-tion (cross-tabs), 268

grids (OLAP)charts/maps based on, 388interactivty in, 385-386pivoting, 386subreports, 389

GridValueAt function (cross-tabs), 267

Group By On Server option,286-288

Group command (Insertmenu), 171

Group Headers/Footers, 180group name fields, 61Group number fields, 62Group Selection Formula

fields, 62Group Sort Expert,

Top/Bottom N parameters,146

Group Sorting dialog(Standard Report CreationWizard), 41

group treesJava Reporting Component

viewer, customizing in,422

Web Forms Viewer prop-erty for, 448

Windows Forms, 446grouping data, report cre-

ation, 46Grouping dialog (Standard

Report Creation Wizard),39

Grouping layout button(Chart Expert, Data tab),208

groupsboxes, creating around, 237complex filter formulas,

92-94cross-tab placement in

headers, 271-272date/time related, 68-69Design window for organiz-

ing, 66-67details, hiding, 88drill-down paths, 71. See also

drill-down reportsfield selection for, 64formula creation for, 74-76formula ranges, 74Group Expert, 68, 75Group Indent fields, 70Group Sort Expert, 88-89group trees, 67hierarchical, 69-70inserting, 64-66multiple fields, sorting on,

66-68naming, 65option settings, 65parameter field selections

from, 146-147purpose of, 63reordering, 66-68selection formulas, 89, 92selections, 88-89sort order selection for, 65sorting, 66-68, 88-89summaries for, 87-88top 10 sort option, 206troubleshooting

complex filter formulas,92

formula ranges, 74selection formulas, 92

Hhandles (objects), viewing,

159HasValue() function, param-

eter fields, 137

headerscross-tab placement in,

271-272Group Headers, 180reports, creating, 46templates for formatting,

347-348help

chart creation, 226custom functions, 123

Help menu (Designer), 21Hide (Drill-Down OK)

option (Section Expert,Common tab), 189

hidingdesign explorers, 22details of drill-down reports,

72-73hierarchical grouping, 69-70highlighting, conditional for-

matting for, 241-242Highlighting Expert, 240Histogram charts, 206horizontal alignment, 162,

167Horizontal Page Number

fields, 62horizontal/vertical summary

placement in cross-tabs,263

HTML (Hypertext MarkupLanguage)

.NET Components, export-ing to/from, 441

report example, 49Xcelsius dashboards, 485,

519-520HTML report viewer, Java,

419-421HTTP (Hypertext Transfer

Protocol), data source con-nections, 358-359

Hyperlink tab (FormatEditor), 165-166

Another Report Objectoption, 170

537Java Reporting Component

Current Website or EmailField Value option, 169

Email address option, 169File option, 169Report Part Drilldown

option, 169Website on the Internet

option, 169Hyperlink Wizard, report-

to-report linking, 243-244hyperlinks

formatting, 165-166QueryStrings, 176-177reports opening with,

242-244

IIF() statements, Xcelsius,

500-502If/Then/Else structures,

116-118Ignore Blank Cell check box

(Xcelsius, Behavior tab),470

Image component (Xcelsiusdashboards), 483

images, adding to reports,173

In operator, 279In-Place Subreports,

307-308INDEX function (Excel),

Xcelsius, 502-503indexed databases, 287indirect access drivers, 24InfoSet drivers, SAP integra-

tion kits, 361InfoView

Crystal Reports Server com-bination, 405

Xcelsius models, publishingto, 410

Inner joins, 32

Input File RepositoryServers, Crystal ReportsServer, 399

Insert button (SectionExpert, Sections area), 188

Insert Filtered Rows feature(Xcelsius), 492-493

Insert Group dialog, 46, 64,171

Insert menu, 20Cross-Tab command, 257Group command, 64, 171Insert Chart command, 205Insert OLAP Grid com-

mand, 373, 383Insert Subreport command,

301-302, 314Text Object command, 159

Insert Summary dialog, 46,182

Insert Tools toolbar(Designer), 18

Insert Type property field(Xcelsius), 472

Insertion Type combo box(Xcelsius, Properties win-dow), 472

installing on-demand, 26integration kits

ERPapplications support,

359-360full data access, 360metadata in, 360real-time data access, 361sample reports, 360security, 360

PeopleSoft, 365reporting off data, 366troubleshooting, 367viewing reports, 366

SAPABAP data dictionary

connections, 361Alert iView, 365BW Query drivers, 362Folder iView, 365InfoSet drivers, 361

MDX query drivers, 363ODS drivers, 363Open SQL drivers, 361,

367reporting off BW data,

362-363reporting off R3 data,

361Thumbnail iView, 365troubleshooting, 367viewing reports, 365

Siebel, 366intelligence tier (Crystal

Reports Server), 399-400Interactive OLAP Worksheet

(Analyzer), 372Is date operators, 277Is Equal To option (Select

Expert), 81Is Less Than option (Select

Expert), 81is like operators, parameter

fields, 152Is Like option (Select

Expert), 81Is One Of option (Select

Expert), 81IsAlertTriggered function,

295

JJava Crystal Enterprise SDK,

412Java data providers

creating, 356-357JavaBeansClassPath prop-

erty, 357JavaDir property, 357troubleshooting, 366-367

Java Report ApplicationServer SDK, 412

Java Reporting ComponentAPI of, 414application server

configuring, 418support for, 414


538 Java Reporting Component

architecture of, 412-414COM libraries with, 415configuring, 417connection URLS, 416CrystalReportViewer class,

419data source coding methods,

430databases

classnames, 416connectivity, 416-418

desktop viewer controls for,414

exporting reportscode for, 425-427format limitations, 426page number specifica-

tions for, 427PDF files, 424, 426-427RTF files, 424

group trees, customizing,422

HTML report viewer, 419-421

HTML sample code, view-ing in, 420-421

IDEs for, 430-431JDBC connections, 416-418JNDI references, 417native Java code makeup of,

413parameter passing, 428-429printing reports, 427processHttpRequest

method, 420report engine, 414report source types, 423report tags, 423ReportExportControl,

425-427scalability of, 413setReportSource method,

419supported file formats, 415tag libraries, 418, 422-423toolbars

customizing, 422toolbars for viewers, 421

user function libraries, 415-416

Web application configura-tion, 418

JavaBeansClassPath prop-erty, 357

JavaDir property, 357JDBC (Java Data Base

Connectivity), 416-418JNDI (Java Naming and

Directory Interface), 417Job Servers, Crystal Reports

Server, 400joins, 31

Full Outer, 33Inner, 32Left Outer, 32Not Equal, 33tables, linking manually, 45

JRE (Java RuntimeEnvironment), 357

JSP pages, tag libraries for,422-423

justification, rotated text,240

K - LKeep Object Together

option (Format Editor,Common tab), 168

Keep Together option(Section Expert, Commontab), 189

Key fields (DynamicVisibility), 488, 490

Label component (Xcelsiusdashboards), 482

labels (summary) in cross-tabs, 263

Labels property field(Xcelsius), 472

Labels tab (OLAP Expert),384

Layer Control dialog (MapExpert), 227

layering objects, 170-174Layout section (Map Expert,

Data tab), 215-216Layout tab

Chart Expert, Axis Optionsdialog, 224

Section Expert, 191Left function, string formu-

las, 112Left Outer joins, 32Legend tab (Chart Expert,

Chart Options menu), 223Length Limit property

(parameter fields), 136like operators, parameter

fields, 152Line Style drop-down boxes

option (Format Editor,Border tab), 168

Line tab (Format Editor),170

lines, creating, 236Link dialog (Standard Report

Creation Wizard), 38Link tab (Report Wizard), 32linked subreports, 305-306,

314linking

database objects. See joinsreports to reports, 242-244subreports on derived fields,

300List of Values Type property

(parameter fields), 134Live Office

On Demand option, 513Refresh option, 513Web Intelligence connectiv-

ityparameterized reports,

513-514

539My Connection node (Database Expert)

scheduled instances ver-sus refreshing, 513

Xcelsius connectivity, 509-512

parameterized reports,513-514

scheduled instances ver-sus refreshing, 513

Load Template option(Chart Expert), 221

local variables, 120Lock Position and Size


logos, placement of, 347-348look and feel, consistency in.

See templateslookup functions (Excel),

Xcelsius, 502-503looping, 119LowerCase() function,

321-322

Mmanual design process

data sources, 44fields, adding, 45grouping data, 46headers/footers, 46saving reports, 48summaries, 46tables, 45viewing reports, 47

Map Components feature(Xcelsius), 494-496

Map Expertaccessing, 214blank result maps, 216Data tab

Layout section, 215-216Map Placement section,

215Rapid Map Creation func-

tion, 217Text tab, 220Type tab, 218-220

Map Navigator, thumbnailmap images, 228

Map Placement section (MapExpert, Data tab), 215

MapInfo website, 214maps

Bar Chart maps, 219blank result maps, 216Dot Density maps, 219formatting options, 227geographic mapping, 204Graduated maps, 219layer control, 227layout of, specifying,

215-216Map Expert

accessing, 214Data tab, 215-216Text tab, 220Type tab, 218-220

mismatches, resolving, 227Pie Chart maps, 219placement of, specifying,

215positioning, 227Ranged maps, 219sizing, 227thumbnail images, 228Web resources, 214zooming in/out of, 228

marginsdefaults, 175formatting, 174

MDX query drivers, SAPintegration kits, 363

Measures table (Set DefaultValues dialog), 379

Member Selector dialog(OLAP Report CreationWizard), 377

members (OLAP)defined, 371drill-down functionality, 386fields same as, 376specifying, 376

memo fields, keywordsearches of, 320-322

Merge button (SectionExpert, Sections area), 188

Merge Section Below com-mand, 198-199

merging report sections, 198metadata, ERP integration

kits, 360Min/Max Data Ranges

option (Chart Expert, Axestab), 211

Modification Date fields, 62Modification Time fields, 62Modify Command dialog

box, 30More Data Sources node

(Database Expert), 26Move tab (Choose a Viewing

Angle dialog), 226moving averages, displaying

in charts, 230Multi-Axes tab (Chart

Expert, Chart Optionsmenu), 223

multicolumn reports, for-matting, 192

multilayer dashboards, 496-498

multipass reporting processPass #1 phase,

WhileReadingRecordsprocess, 124

Pass #2 phase,WhilePrintingRecordsprocess, 125

Pass #3 phase, 126Pre-Pass #2 phase, 125Pre-Pass phase,

BeforeReadingRecordsprocess, 124

multipass system, SQLExpressions, 283

My Connection node(Database Expert), 27


540 name builder custom function

Nname builder custom func-

tion, 327, 330Name property (parameter

fields), 134names

alerts, 284Object Name option


tables, 29native drivers. See direct

access driversNavigation Tools toolbar

(Designer), 19nesting formulas, 92-94nesting subreports, 312.NET

ADO.NET, 434ASP.NET, 434data providers

complex query manage-ment, 353

creating, 354-355legacy applications, 353runtime data manipula-

tion, 353data sources, 352SOAP, 434Visual Studio, 435XML Web services, 434,

453-454.NET Components

batched exports, 442-443database credentials,

449-451Excel format, exporting to,

441ExcelRecord format, export-

ing to, 441exporting reports, 440-443Field Explorer, 438formats for exporting

reports, 441HTML format, exporting

to, 441

new reports, adding, 436opening reports, 440overview of, 436parameter fields with view-

ers, 451-452plain text format, exporting

to, 441print methods, 443-444printing reports, 455Property Browser, 438-439Report Application Server,

453report designer, 436-439Report Engine Object

Model, 439Report Wizard, 437repository with, 438RPT format, exporting to,

441RTF format, exporting to,

441SetDatabaseLogon method,

450-451strongly typed reports, 440threads with, 442-443user interface conventions,

438versions of, 435Viewer, Windows Forms,

444Web Forms Viewer,

447-449Web services with, 453-454Windows Forms, 444-447xcopy, troubleshooting

deployments, 455New Page After option

(Section Expert, Pagingtab), 191, 194

New Page Before option(Section Expert, Pagingtab), 190

Not Equal joins, 33NOW() function, Xcelsius,

505Number of Divisions option

(Chart Expert, Axes tab),211

numbersdisplay strings for, 264, 266phone numbers, formatting,

176templates field objects for

formatting, 340Numbers tab

Chart Expert, Axis Optionsdialog, 225

Format Editor, 170numeric axis charts, 205

OObject Browser (Xcelsius),

462Object Name option (Format

Editor, Common tab), 167objects

combining, 170, 172-174dragging/dropping, 171fields, formatting, 159-160handles, viewing, 159layering, 170-174reports, 17text, formatting, 159

ODBC (Open DatabaseConnectivity), 24, 158

ODS (Operational DataStore) drivers, SAP integra-tion kits, 363

offline viewer (CrystalReports), 409

OLAP (Online AnalyticalProcessing)

advantages of, 371Connection Browser, 374Cube tab, Interactive OLAP

Worksheet (Analyzer), 372Cube View, 387-388cubes, 370

aggregation within, 371Select Cube button

(OLAP ReportCreation Wizard), 374

data source accessibility, 372

541Pan tab (Choose a Viewing Angle dialog)

Data tabCAR File button, 375Chart dialog, 381-382Member Selector dialog,

377Rows/Columns dialog,

375-377Select Cube button, 374Slice/Page dialog,

377-380specifying data sources,

373-374specifying dimension

slices (filters)/pages,377-380

specifying dimensions,377

specifying rows/columns,375-377

Style dialog, 380defined, 370drill-down functionality,

372, 386, 389-391formatting options, 383grids

charts/maps based on,388

interactivity in, 385-386pivoting, 386presentations, 371subreports, 389

membersdefined, 371fields same as, 376specifying, 376

new features, 371-372OLAP Analyzer. See Cube

ViewOLAP Expert

accessing, 373Customize Style tab, 383Labels tab, 384

OLAP Intelligence, report-ing BW data off, 365

OLAP Report CreationWizard, 372

CAR File button, 375Chart dialog, 381-382Member Selector dialog,

377

Rows/Columns dialog,375-377

Select Cube button, 374Slice/Page dialog,






Style dialog, 380Preview tab, 372Row/Column Dimension

Parameter links, 371Slice/Page Dimension

Parameter links, 372summary report example,

389, 391troubleshooting, 389

OLAP layout buttonChart Expert, Data tab, 208Map Expert, Data tab, 216

OLAP Report CreationWizard, nesting dimen-sions, 375

OLE (Object Linking andEmbedding), 20

OLE DB database drivers, 24OLTP (Online Transactional

Processing) databases, 370On Change Of field (Chart

Expert, Data tab), 209, 228-229

On Demand option (LiveOffice), 513

on-demand installations, 26on-demand reports, viewing

in Crystal Reports Server,404

On-Demand Subreports,307-310

Open Database Connectivity.See ODBC

Open SQL driversSAP integration kits, 361,

367troubleshooting, 367

operatorsarithmetic, 106Date and Time formula, 108date comparators, 277-278help files for, 103

Operators area (FormulaEditor), 101

Operators frame (FormulaEditor), 106, 120

Optional Prompt property(parameter fields), 135

Options tab (Chart Expert),211

Orientation option (SectionExpert, Paging tab), 191

Output File RepositoryServers, Crystal ReportsServer, 399

Overlap slider for charts, 222

PPage Header section, 17Page N of M fields, 62Page Number fields, 62Page Servers, Crystal

Reports Server, 400Page Setup command (File

menu), 174Page Setup dialog, 174page sizes, selecting, 175Paging tab (Section Expert)

New Page After option,191, 194

New Page Before option,190

Orientation option, 191Reset Page Number After

option, 190Pan tab (Choose a Viewing

Angle dialog), 226


542 Paragraph tab (Format Editor)

Paragraph tab (FormatEditor), 162, 170

parameter fieldsadding to reports, 57advantages of, 132-133All Values parameters, 151Allow Custom Values prop-

erty, 136Allow Discrete Values prop-

erty, 136Allow Multiple Values prop-

erty, 136, 148Allow Range Values prop-

erty, 136Append All Database Values

action, 141asterisk (*) with, 151Bottom N group selections,

146-147cascading parameters,

147-149Create Parameter Field dia-

log, 138-140creating, 57, 138-140database derived values,

147-149Default Value property, 135default values for, setting,

140-142defined, 56denotation of, 144Dynamic List of Values

properties, 135, 147dynamic parameters,

147-149Edit Mask property,

136-137equals to operators, 152filtering via, 151formulas, using in, 142group selections with,

146-147HasValue() function, 137input properties of, 134-136is like operators, 152Length Limit property, 136like operators, 152List of Values Type, 134multiple values, displaying,

145

Name property, 134.NET viewers with, 451-452Optional Prompt property,

135options, setting, 138Parameter Order dialog,

138Parameters panel (Preview

tab), 150Prompt Text property, 135Prompt with Description

Only property, 135prompts, 133refreshing, 142reports

adding to, 142previewing in, 142

reusing, 150selecting records via,

143-145Show on (Viewer) Panel

property, 135, 150Sort Order property, 135Static List of Values proper-

ties, 134-135static parameters, 140-142storing values for, 150text-entry field creation, 138Top N Value fields, 140,

146-147Top/Bottom N groupings,

133troubleshooting, 150Value Type property, 134values, entering, 142

Parameter Order dialog(Field Explorer), 138

Parameter Table field(Dynamic List of Values)property (parameter fields),135

parameterized reports, 513-514, 518-519

parametersfields, creating, 321Java Reporting Component,

passing in, 428-429optional, 324queston marks (?), 320

Parameters panel (Previewtab), 150

parentheses ( ( ) ) in formu-las, 320

Pass #1 phase (multipassreporting process), 124



PDF filesexporting

from Java ReportingComponent, 424-427

reports to, 346Xcelsius dashboards, 484

PeopleSoft integration kits,365

reporting off data, 366reports, viewing, 366troubleshooting, 367

percent calculations, divide-by-zero errors, 126

percent symbol (%) in for-mulas, 320

percentage of summaries incross-tabs, 261-262

performancedatabase level, grouping at,

286Group By On Server data,

288indexed databases, 287Latest Report Changes data,

288monitoring, 286Page N of M Used option,

288Performance Information

tool, 287-289processing metrics, 288record selection, 279-281report contents information,

288saved data information, 288SQL Expressions, 283,

286-287SQL statements, 280-281

543record selection

string searches in databases,322

subreports, 287, 307-308timing metrics, 288

Performance Informationtool, 287-289

phone numbers, formatting,176

Picture tab (Format Editor),170

pictures, adding, 173Pie Charts

exploding, 222maps, 219Rotation slider, 222Tilt slider, 222

pivoting grids (OLAP), 386plain text format, .NET

exports to, 441plus sign (+), concatenating

string formulas, 112-113portal integration, Xcelsius

dashboards, 521pound symbol (#) in formu-

las, 320PowerPoint (MS), Xcelsius

dashboards, 484Pre-Pass #2 phase (multipass

reporting process), 125Pre-Pass phase (multipass

reporting process), 124Preview mode (Xcelsius),

467Preview tab

OLAP, 372Parameters panel, 150Section Expert, 182Suppress option (Format

Editor, Common tab), 167view, 160-161

previewingcross-tab changes, 257dashboards in Xcelsius, 467parameter fields in reports,

142reports, 43, 161, 164, 182

Print at Bottom of Pageoption (Section Expert,Common tab), 189

Print Date fields, 62Print Time fields, 62Print Time Zone fields, 62printing

ASP.NET issues, trou-bleshooting, 455

Java Reporting Componentreports, 427

.NET methods for, 443-444printers, selecting, 175

Printing Direction option(Section Expert, Layouttab), 191

processHttpRequest method,420

processing tier (CrystalReports Server), 400

Product Profitability reports,chart types, 207

programming formulas. Seecontrol structures

Prompt Group Text(Dynamic List of Values)property (parameter fields),135

Prompt Text property(parameter fields), 135

Prompt with DescriptionOnly property (parameterfields), 135

Prompting Text box (CreateParameter Field dialog),379

promptsdynamic cascading, 289-292multiple values, allowing,

279Proper Name formula, 327Properties window

(Xcelsius), 461, 472Property Browser, Visual

Studio .NET, 438-439

publishing Xcelsius dash-boards, 484-485

Q - Rqueries

complex queries, managing,353

views, adding to reports, 29Query as a Web Service,

Xcelsius dashboards, 514QueryStrings, 176-177question marks (?)

formulas, 320wildcards, 81

R3 data, SAP integrationkits, 361

Ranged maps, 219Rapid Map Creation function

(Map Expert), 217RAS (Report Application

Server), Crystal ReportsServer, 400

Read Only optionFormat Editor, Common

tab, 167Section Expert, Common

tab, 190readability, improving in

report sections, 200Record Number fields, 63Record Selection Formula

fields, 63record selection

formulas, 82-84complex example, 297date comparators,

277-278displaying, 276performance, 279-281string comparisons,

278-279tools for, 276troubleshooting, 298

parameter fields, 143-144


544 Record Sort Expert

Record Sort Expert, 84-86Refresh option (Live Office),

513Refresh Report Data com-

mand, Report menu, 47refreshing

Live Office/Xcelsius con-nections, 513

parameter fields, 142Web Intelligence reports,

513Relative Positions option

(Section Expert, Commontab), 190

Rem comments, adding toformulas, 114

reordering groups, 66-68Repeat on Horizontal Pages


Report Application ServerJava edition of, 412.NET, bridge for, 453

Report Comments fields, 63Report Custom Functions.

See custom functionsReport Definition format,

exporting reports to, 347Report Description fields,

templates for, 349report design explorers. See

design explorersReport Engine Object

Model, .NET, 439Export method, 441exporting reports, 440-443ExportToDisk method, 440ExportToHttpResponse

method, 441ExportToStream method,

441formats for exporting

reports, 441print methods, 443-444ReportDocument objects,

440strongly typed reports, 440

report experts. See reportwizards

Report Explorer, 21Report Header section, 17Report menu, 20

Refresh Report Data, 47Select Expert command, 79

Report Part Drilldownoption (Format Editor,Hyperlink tab), 169

report sections, 16, 180. Seealso reports

blank space removal, 183,199

deleting, 197design guidelines, 18Details section, 17drill-down functionality in,

186-187, 201-202formatting

background color, 181-183

font color, 183general properties of, 184merging, 198-199minimal configuration of,

198moving fields between, 184multiple sections, 193

inserting into reports,194-197

resizing, 194names of, 181navigating between, 181objects, 17Page Header section, 17pages, adding

by formula, 185unique pages, 184-185

previewing reports, 182Report Header section, 17Section Expert, 18

Color tab, 191, 200Common tab, 189-190Layout tab, 191Paging tab, 190Sections area, 188

selecting all objects in, 183

summary counts, inserting,182

textaligning, 183improving readability,

200troubleshooting, 199

Report Selection Formulafield, 83

report tags, Java ReportingComponent, 423

Report Title fields, 63report wizards, 33

accessing, 34Database Expert

categorizing databaseobjects, 28

creating data source con-nections, 26

listing open databaseconnections, 27

More Data Sourcesnode, 26

My Connection node, 27opening, 25troubleshooting, 48

Link tab, 32Standard Report Creation

WizardChart dialog, 35, 42creating sales reports,

35-42Group Sorting dialog, 41Grouping dialog, 39Link dialog, 38ODBC Data Source

Selection dialog, 36previewing reports, 43Summaries dialog, 40-41Template dialog, 42

subreport creation, 303report-to-report linking,

242-244ReportDocument objects,

.NET, 440ReportExportControl (Java),

425-427

545Rows/Columns dialog (OLAP Report Creation Wizard)

reports. See also subreportsActual versus Target reports,

chart types, 207blank reports

creating, 16, 44templates, 16

charts, specifying positionof, 221

Company Sales reports,chart types, 207

components of, 180. See alsoreport sections

crystalreports.com report-sharing service website,407-408

Customer Contact Listings,creating, 158-161

database fields, adding to,53

database objects, adding to,27

drill-down reportsgroup paths for, 71hiding details, 72-73icon for, 71navigating for, 72purpose of, 71Suppress (No Drill-

Down) option, 73exporting

Excel format, 346option presets, 176output formats, 345-346PDF format, 346Report Definition format

format, 347RTF Export format, 176XML format, 347

fieldsconverting barcodes to,

246converting to barcodes,

245-246filtering data in, 78formatting, 156, 192formula fields, adding to, 54Group Headers/Footers,

180HTML example, 49

manual creationdata sources, 44fields, adding, 45grouping data, 46headers/footers, 46saving, 48summaries, 46tables, 45viewing reports, 47

mapsspecifying layout of,

215-216specifying placement of,

215multipass reporting process

Pass #1 phase, 124Pass #2 phase, 125Pass #3 phase, 126Pre-Pass #2 phase, 125Pre-Pass phase, 124

multiple report sections,inserting, 194-197

parameter fieldsadding to, 57, 142previewing, 142

perfect reports as basis fortemplates, 336

previewing, 43, 161, 164,182

Product Profitabilityreports, chart types, 207

running total fields, addingto, 58

sales reports, creating, 35-42saving, 48SQL commands

adding to, 29-31example of, 49-50

SQL Expression fields,adding to, 56

stored procedures, addingto, 29

tables, adding to, 28, 38templates

applying, 333-335, 345functionality of, 335-336guidelines for, 336perfect reports as basis

for, 336

viewing viaPeopleSoft integration

kit, 366SAP integration kits, 365

views, adding to, 29ReportSource property

Web Forms Viewer, 448Windows Forms, 445

repository, .NETComponents with, 438

Repository CustomFunctions, FormulaWorkshop access to, 98

Repository Explorer, 21Reserve Minimum Page

Footer option (SectionExpert, Common tab), 189

Reset Page Number Afteroption (Section Expert,Paging tab), 190

resizingcharts, 221maps, 227multiple report sections, 194

Resolve Mismatch dialog(Map Expert), 227

reusing reports. See tem-plates

Riser Shape option forcharts, 222

Roman() function, 115Rotate tab (Choose a

Viewing Angle dialog), 226rotating text, 167, 238-239Rounding tab (Format

Editor), 170Row/Column Dimension

Parameter links (OLAP),371

rowscross-tabs, 254Insert Filtered Rows feature

(Xcelsius), 492-493Rows/Columns dialog

(OLAP Report CreationWizard), 375-377


546 RPT files, .NET exports to

RPT files, .NET exports to,441

RTF Export format, 176RTF files

Java Reporting Component,exporting from, 424

.NET exports to, 441running total fields

creating, 58example of, 58-59financial statements with, 60formula option, 60large order sums, 60placement guideline, 60reports, adding to, 58

running totalscreating, 90-92pound symbol (#), 320

runtime errorsstack, 325variable data, 324-326

SS (sigma) symbol in formu-

las, 320sales reports, creating, 35-42SAP integration kits

ABAP data dictionary con-nections, 361

Alert iView, 365BW Query drivers, 362Folder iView, 365InfoSet drivers, 361MDX query drivers, 363ODS drivers, 363Open SQL drivers, 361, 367reporting off

BW data, 362-363R3 data, 361

reports, viewing, 365Thumbnail iView, 365troubleshooting, 367

Save menu commands, 48Save Template option (Chart

Expert), 221

savingautosave feature, 48reports, 48

scalabilitycomponent limitations, 413Crystal Reports Server, 397

Scales tab (Chart Expert,Axis Options dialog), 225

scheduling LiveOffice/Xcelsius instances,513

searchesFind in Field Explorer,

244-245keywords in fields, 320-322

Section Expertaccessing, 18, 181Background Color check

box, 181Color tab, 191, 200command access, 185Common tab

Clamp Page Footeroption, 189

Format with MultipleColumns option, 189

Hide (Drill-Down OK)option, 189

Keep Together option,189

Print at Bottom of Pageoption, 189

Read-Only option, 190Relative Positions

option, 190Reserve Minimum Page

Footer option, 189Suppress (No Drill-

Down) option, 189, 197Suppress Blank Section

option, 189Underlay Following

Sections option, 189Details section, 186fields, moving, 184Fit Section command, 183,

199

general properties of sec-tions, 184

Layout tab, 191navigating between sections,

navigating between, 181objects, selecting in, 183pages, adding

by formula, 185unique pages, 184-185

Paging tab, 190New Page After option,

191, 194New Page Before option,

190Orientation option, 191Reset Page Number

After option, 190Preview tab, 182Sections area, 188sections, navigating

between, 181summary counts, inserting,

182text, aligning, 183X+2 button, 190, 196

sections (report). See reportsections

Sections area (SectionExpert), 188

Sections box (Section Expert,Sections area), 188

security, ERP integrationkits, 360

Select Case structures, 116-118

Select Column Membersbutton (OLAP ReportCreation Wizard), 376-377

Select Expertdate comparators, 277-278field selection, 79filters, adding, 81formulas generated, show-

ing, 82Is Equal To option, 81Is Less Than option, 81Is Like option, 81Is One Of option, 81

547special fields

multiple filter application,81-82

opening, 79purpose of, 78ranges, setting, 80record selection

formulas, 82-83parameter fields, 144

refreshing data options, 80tabs, 79values for filters, 80

Select Row Members button(OLAP Report CreationWizard), 377

selection formulas, 89, 92Formula Workshop with,

100string field searches, 321Windows Forms, 447

Selection Locale fields, 63selectors

destination cells, 473Xcelsius dashboards,

471-473Series Option dialog (Chart

Expert)Appearance tab, 223Data Labels tab, 223Trendline tab, 224

servers (Crystal Reports)applications

CCM, 401-402CMC, 402-405InfoView, 405

architecture, 397BusinessObjects Enterprise,

compared, 397Cache Server, 399Cache Servers, 400CMS, 399components, 396concurrent users, 397defined, 396Event Server, 400Input/Output File

Repository Servers, 399instances, 400

Job Servers, 400limitations, 397Page Servers, 400platforms supported, 397publishing reports, 403RAS, 400scalability, 397tiers

application, 398-399client, 397data, 401intelligence, 399-400processing, 400

viewing on-demand reports,404

Web Intelligence, 397Web-based viewing, 405

Set Default Values dialog(OLAP Report CreationWizard, Slice/Page dialog),379

SetDatabaseLogon method,450-451

setReportSource method,419

shared variables, 120, 309-312

SharePoint Services, Xcelsiusdashboard portal integra-tion, 521

Show fieldChart Expert, Data tab, 209Map Expert, Data tab, 218

Show on (Viewer) Panelproperty (parameter fields),135, 150

Show SQL Query command,280

Siebel integration kits, 366sigma (S) symbol in formu-

las, 320single value components

(Xcelsius), 465-467sizing

charts, 221field objects, 159-160

maps, 227multiple report sections, 194text objects, 159

slashes (//) in comments, 114Slice/Page dialog (OLAP

Report Creation Wizard),377-380

Create Parameter Field dia-log, 379

Link to Parameter function-ality, 378

Set Default Values dialog,379

Slice/Page DimensionParameter links (OLAP),372

sliders, Xcelsius dashboards,467

slideshows, multilayer dash-boards, 497

SOAP (Simple Object AccessProtocol)

defined, 434Xcelsius Web Service con-

nections, 515Sort control, 292-294Sort Expert. See Record Sort

ExpertSort Order property (param-

eter fields), 135sorting. See also filtering

Group Sort Expert, 88-89groups, 66-68Record Sort Expert, 84-86top 10 sort option, 206

Source Data property field(Xcelsius), 472

spacing (text), CharacterSpacing Exactly option(Format Editor, Font tab),169

special fieldsReport Selection Formula

field, 83table of, 61-63


548 Specified Order tab

Specified Order tab, 65SQL (Structured Query

Language)commands

adding to reports, 29-31advantages, 50creating, 50parameters of, 30report example, 49-50

statementsperformance, 280-281viewing, 280

storing, 31SQL Expressions, 281

database fields, limitation to,282

Editor, launching, 282fields

adding to reports, 56Field Explorer for, 282Formula Workshop with,

99vendor dependencies of,

56generation of SQL queries

from, 282multipass issues, 283percent symbol (%), 320performance, 283, 286-287syntax for fields, 282WHERE statement genera-

tion, 283SQL Servers, JDBC driver

for, 416square brackets ([ ]) in for-

mulas, 319Standard Report Creation

WizardChart dialog, 35, 42Group Sorting dialog, 41Grouping dialog, 39Link dialog, 38ODBC Data Source

Selection dialog, 36previewing reports, 43sales reports, creating, 35-42Summaries dialog, 40-41Template dialog, 42

Standard toolbar (Designer),18

Static List of Values proper-ties, 134-135

status bars, customizingWindows Forms, 446

Status fields (DynamicVisibility), 488, 490

storingparameter field values, 150procedures, 29SQL Commands, 31

Strikeout and Underlineoption (Format Editor,Font tab), 169

stringsarrays, 279comparisons, 278-279concatenating, 55-56Display String option


formulasconcatenation, 111-112creating via Formula

Editor, 111-113functions for, 111Left function, 112

keyword searches of, 320-322

numbers, converting from,126

strongly typed reports, 440Style dialog (OLAP Report

Creation Wizard), 380styles versus templates, 333Subreport tab (Format

Editor), 170subreports. See also report

sections; reportsadvantages of, 300-301Available Fields for links,

304Change Subreport Links

option, 314creating, 303, 314

defined, 300Design tabs for, 303distinct records option, 306editing, 303, 312filters for linked data, 305formatting details of, 312formulas for linking data,

305hiding sections of, 303In-Place, 307-308inserting, 301-302, 314link creation, 306linked versus unlinked, 304-

306linking on derived fields,

300main reports based on mul-

tiple subreports, 313-316multiple views of data,

enabling, 300-304nesting, 312OLAP grids in, 389On-Demand, 307-310On-Demand Subreport

check box, 303performance, 287, 307-308reports, adding to, 301-302,

314reusability of components

feature, 301summary field flexibility

with, 301troubleshooting, 312unlinked, 304unrelated data sources with,

300variables, passing data with,

309-312writing to databases from,

313summaries

charts, 210Count, 87cross-tabs

editing in, 270horizontal/vertical place-

ment in, 263laberls in, 263

549toolbar area (Formula Editor)

percentage of summariesin, 261-262

details, hiding, 88grand total creation, 86-87groups, by, 87-88reports, creating, 46S (sigma) symbol, 320subreports for flexibility

with, 301Summaries dialog (Standard

Report Creation Wizard),40-41

Summary command, 182summary counts, inserting in

report sections, 182Suppress (No Drill-Down)

option, 73, 189, 197Suppress Blank Section

option (Section Expert,Common tab), 189

Suppress If Duplicatedoption (Format Editor,Common tab), 167

Suppress option (FormatEditor, Common tab), 167

SWF filescross-domain policies, 508FlashVars tab, 520multilayer dashboards,

496-498provider/consumer connec-

tions, 521Xcelsius, 460Xcelsius dashboards, 484

Switch structures, 119

TTab Set component

(Xcelsius), 474-475tables

adding to reports, 28, 38aliasing, 29linking, 45selecting, 45

tag libraries, Java ReportingComponent, 418, 422-423

telephone numbers, format-ting, 176

Template dialog (StandardReport Creation Wizard),42

templatesadvantages of, 344-345blank reports, 16capabilities of, 332-333charts with, 221, 349CurrentFieldValue function,

338custom functions in,

337-338database field issues, 336field mismatches with, 336field objects, 338-339,

343-344folder for, 342Formula Extractor advan-

tages, 337formulas in, problems with,

337functionality of, 335-336guidelines for, 336headers and footers with,

347-348importance of, 332logos with, 347-348multiple templates, apply-

ing, 345perfected reports as basis

for, 336preview pictures of, 344reapplying, 345Report Description fields,

349reports, applying to,

333-335selecting to apply, 343statelessness, 337styles versus, 333Template Expert, 334-335thumbnails, 344Title fields, 349

Title property for, 341undoing, 335, 344

textcolors, 164fonts

color selection in reportsections, 183

formatting, 162, 169horizontal alignment, 162hyperlinks, 165-166objects, formatting, 159report sections

aligning in, 183improving readability in,

200rotating, 167, 238-239spacing, 169striking out, 169underlining, 169

Text Object command, 159Text Rotation option


Text tabChart Expert, 212Map Expert, 220

themes, Xcelsius dashboards,481

Thumbnail iView (SAP inte-gration kits), 365

Tight Horizontal option(Format Editor, Bordertab), 168

time, grouping on, 68-69time formulas. See Date and

Time formulasTitle fields, templates for,

349titles (columns), editing,

163-164Titles tab (Chart Expert,

Chart Options menu), 222ToNumber() function, 115toolbar area (Formula

Editor), 101


550 Toolbar dialog

Toolbar dialog, 164toolbars

Formatting toolbar, 234formatting with, 163Java Reporting Component

viewer, customizing in,422

Web Forms Viewer proper-ties, 448

Windows Forms, customiz-ing, 446

Toolbars command (Viewmenu), 164

ToolTip Text option (FormatEditor, Common tab), 167

ToolTipsadding to formulas, 113alerts with, 296creating, 235-236enabling/disabling, 19formulas for creating, 235ToolTip Text option


top 10 sort option, 206Top N groups

cross-tabs with, 258formulas for N, 258-259

Top N Value parameterfields, 140, 146-147

Total Page Count fields, 63ToText() function, 115ToWords() function, 115trend lines, creating, 249Trendline tab (Chart Expert,

Series Option dialog), 224Trigger Cell events,

Xcelsius, 506troubleshooting

ASP.NET, printing reports,455

Central Repositories, 126charts, 228-229, 349.COM data providers,

366-367

Database Expert, 48formatting, 176groups

complex filter formulas,92

formula ranges, 74selection formulas, 92

Java data providers, 366-367looping errors, 119.NET Components, 455OLAP, 389Open SQL drivers, 367parameter fields, 150PeopleSoft integration kits,

367record selection formulas,

298report sections, 199SAP integration kits, 367subreports, 312templates, 349type conversion, 126updates, 48Web Services Wizard, 410Xcelsius

dashboards, 486models published to

InfoView, 410xcopy deployments, 455

type conversion, 114-116,126

Type tabChart Expert, 205-206Map Expert, 218-220

U - VUnderlay Following Sections

option (Section Expert),189, 228

Underlay Section property,238-239

underlining text, Strikeoutand Underline option(Format Editor, Font tab),169

underscore (_) as continuedline character, 117

Up/Down Arrow buttons(Section Expert, Sectionsarea), 188

updates, troubleshooting, 48Usage tab (Xcelsius, Data

Manager window), 464Use Depth option for charts,

222user function libraries, 278,

415-416

Value Field (Static List ofValues) property (parame-ter fields), 134

Value Table field (DynamicList of Values) property(parameter fields), 135

Value Table Field (Static Listof Values) property (param-eter fields), 134

Value Type property (param-eter fields), 134

variablesFormula Editor, using in,

120runtime errors data,

324-326scope of, 120shared, 309-312subreports, passing data

with, 309-312types of, 120

vertical/horizontal summaryplacement in cross-tabs,263

View menu (Designer), 20,164

viewer tags, Java ReportingComponent, 423

viewersWeb Forms Viewer, 447

creating, 447customizing, 448-449database credentials with,

449-451group trees, 448

551wizards

parameter fields with,451-452

ReportSource property,448

toolbars, 448Windows Forms Viewer,

444-445customizing, 446-447database credentials with,

449-452viewing

database objects, 28design explorers, 22handles, 159on-demand reports in

Crystal Reports Server,404

reports, 47views

Preview tab, 160-161reports, adding to, 29

Visual Studio .NETCrystal Reports with, 435Field Explorer, 438new reports, adding, 436Property Browser, 438-439report designer, 436-439Report Wizard, 437repository with, 438user interface conventions,

438Web Forms Viewer, 447Web services for reports,

453Windows Forms Viewer,

444Voyager Intelligence, report-

ing off BW data, 363-365

WWalls tab (Choose a Viewing

Angle dialog), 226watermarks, 189, 238-239Web applications, configur-

ing Java ReportingComponent for, 418

Web Forms Viewercreating, 447customizing, 448-449database credentials with,

449-451group trees, 448parameter fields with,

451-452ReportSource property, 448toolbars, 448

Web Intelligence reportsBW data, 363-365parameterized reports,

513-514, 518-519refreshing, 513

Web servicesdata source connections,

XML data providers, 358-359

defined, 434reports using, 453-454Xcelsius connections,

463-464, 515Web Services Wizard, trou-

bleshooting, 410Website on the Internet

option (Format Editor,Hyperlink tab), 169

WebSphere, Xcelsius dash-board portal integration,521

WHERE statementsforcing generation from for-

mulas, 281SQL Expressions for gener-

ating, 283While/Do structures, 119WhilePrintingRecords

process (multipass report-ing process), 125

WhileReadingRecordsprocess (multipass report-ing process), 124

wildcards, 81Window menu (Designer),

21

Windows Formscustomizing

status bar, 446toolbar, 446viewers, 446-447

database credentials with,449, 451

drilldown options, 447group trees, 446invoking viewers, 446parameter fields with,

451-452ReportSource property,

445-446selection formulas, 447status bar, customizing, 446toolbar, customizing, 446viewers, 444

customizing, 446invoking, 446

wizardsCross-Tab Expert, 257, 270Hyperlink Wizard, report-

to-report linking, 243-244OLAP Report Creation

Wizard, 372CAR File button, 375Chart dialog, 381-382Member Selector dialog,

377Rows/Columns dialog,

375-377Select Cube button, 374Slice/Page dialog,






Style dialog, 380Report Wizard, 33

accessing, 34Database Expert. See

Database Expert


552 wizards

Link tab, 32.NET Components, 437Standard Report

Creation, 35-43Web Services Wizard, trou-

bleshooting, 410Word (MS), Xcelsius dash-

boards, 484Workbench, 23Workshop Tree (Formula

Workshop), navigating, 98WSDL (Web Service

Definition Language),Xcelsius Web Service con-nections, 515

XX+2 button (Section Expert),

190, 196Xcelsius

Behavior tab, 470BusinessObjects Enterprise

integration, 508Chart Drill Down feature,

490-491Chart Excel tab, 468, 473Components window,

460-461Custom Color Scheme win-

dow, 479dashboards

alerts, 476-479backgrounds, 481-482BusinessObjects

Enterprise, 484charts in, 468-470color schemes, 479-480connectivity guidelines,

505containers in, 474-475cross-domain policies,

508Crystal Reports, 485deploying, 484-485design rules, 458development paradigm,

458-460

Flash variables in, 519-520

gauges in, 468HTML in, 485, 519-520Image component, 483Label component, 482life cycle management,

508Live Office connectivity,

509-513multilayer dashboards,

496-498parameterized reports,

513-514, 518-519PDF documents, 484portal integration, 521PowerPoint, 484previewing, 467publishing, 484-485Query as a Web Service,

514refreshing Live Office

connections, 513scheduling Live Office

instances, 513selectors in, 471-473sliders, 467SWF files, 484themes, 481troubleshooting, 486Web Service connec-

tions, 515Word, 484XML Maps, 515-518

Data Manager windowDefinition tab, 463Usage tab, 464, 506-507Web service connection

methods in, 463-464Destination property field,

472Dynamic Visibility, 488-498Excel logic in

concatenating values,503-504

conditional formulas,500-501

date functions, 505IF() statements, 500-502

INDEX function, 502-503

lookup functions, 502-503

supported Excel func-tions, 498-500

Excel Sheet tab, 468Excel tabs, 466Format toolbar, Color

Scheme drop-down, 479Gauge Properties window,

466-467General tab, 470InfoView, publishing to, 410Insert Filtered Rows feature,

492-493Insert Type property field,

472Labels property field, 472Map Components feature,

494-496Object Browser, 462Preview mode, 467project management, 466Properties window, 461, 472single value components,

465-467Source Data property field,

472SWF files, 460Tab Set component,

474-475Trigger Cell events, 506

xcopy, troubleshootingdeployments, 455

XML (Extensible MarkupLanguage)

ADO.NET recordset con-nections, 356

COM data providers, read-ing data via, 367-368

data providersHTML data source con-

nections, 358-359local data source connec-

tions, 358Web service data source

connections, 358-359

553Zoom In/Out options (Map Expert)

ETL products, 347reports

exporting to, 347Web services, 434, 453-

454XML Maps (Excel), Xcelsius,

515-516, 518

Y - Zzero, dividing by (custom

functions), 126-129Zoom In/Out options (Map

Expert), 228


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