Crystal Reports - Amtech Users Group Forumamtweb.amtechsoftware.net/.../Crystal_Reports.pdf · 2015-03-03 · What is Crystal Reports? •Crystal Reports is a business intelligence

Crystal Reports

Agenda

• What is Crystal Reports?

• Creating a Data Source.

• Adding tables and/or views.

• Define links and link types.

• Grouping, Sums and Totals.

• Working surface.

• Formulas, parameters, special fields, etc.

• Publishing/Presenting the report results.

• Q&A Session.

What is Crystal Reports?

• Crystal Reports is a businessintelligence application usedto design and generatereports from a wide rangeof data sources, with aminimum of written code.

• In other words it is apowerful GUI based, reportwriting tool.

Creating a Data Source Connection

• To create a Data Source inCrystal, an ODBC needs tobe created.

• System DSN vs. User DSN

• Click on the “Add…” button

Creating a Data Source Connection

• Since Imaginera usesMicrosoft SQL Server

scroll all the way down

and select SQL Server driver.

Creating a Data Source Connection

• Name – can type any name

Tip: Avoid “Amtech”.

• Server: can use IP address,server name, or use thedrop down box feature (ithas to be valid, up andrunning)

Creating a Data Source Connection

• Select authentication.

Creating a Data Source Connection

• Check “Change the defaultdatabase to:” and selectyour database from thedropdown list

Creating a Data Source Connection

• Summary screen and theopportunity to test theData Source …

Creating a Data Source Connection

• If everything is ok, youshould look at this screen.

Creating a Data Source Connection

• System DSN and Sourcetype.

Creating a Data Source Connection

Creating a Data Source Connection

Creating a Data Source Connection

Creating a Data Source Connection

Creating a Data Source Connection

Adding Tables and/or Views

• Wizard or manual

• Create a report:

Annual Customer’s Sales By Sales Agent for the Last 3 Years. Along with the customer name, split values per each year on the same line. It should ask for SalesAgent name.

Adding Tables and/or Views

• Select the tables you need

Create Links and Link types

• Auto Links vsManual Links

Create Links and Link types

Create Links and Link types

Create Links and Link types

Create Links and Link types

• Inner join

• A left/right join

• Full outer join

Create Links and Link types

• Inner join will only return rows in which there is a match in both tables based on the join predicate (join field): CUSTOMER.CSCODE --> INVHIST_HDR.CSCODE

CUSTOMER.CSCODE --> INVHIST_HDR.CSCODE

Table A Table B Results

Inner Join

Create Links and Link types

• A left outer join retains all of the rows of the left table, regardless of whether there is a row that matches on the other table. The missing side will contain null

CUSTOMER.CSCODE --> INVHIST_HDR.CSCODE

Table A Table B Results

Left Outer Join

Create Links and Link types

• A right outer join retains all of the rows of the right table, regardless of whether there is a row that matches on the other table. The missing side will contain null

CUSTOMER.CSCODE --> INVHIST_HDR.CSCODE

Table A Table B Results

Right Outer Join

Create Links and Link types

• Full outer join produces the set of all records in Table A and Table B, with matching records from both sides where available. If there is no match, the missing side will contain null

CUSTOMER.CSCODE --> INVHIST_HDR.CSCODE

Table A Table B Results

Full Outer Join

Create Links and Link types

Groups, Sums and Totals

Groups, Sums and Totals

Groups, Sums and Totals

Groups, Sums and Totals

Crystal Reports - Work Area

Work Area - Design View

Formulas, parameters, special fields

Formulas, parameters, special fields.

Formulas, parameters, special fields.

Formulas, parameters, special fields.

Publishing/Presenting the report results

Publishing/Presenting the report results

Q&A session

• Questions And … hopefully Answers