Reporting with ERwin and Crystal Reports

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1 Reporting with ERwin and Crystal Reports Stefan Kausch, heureka e-business GmbH CEO Session Code DM08

2 Speaker Biography Stefan Kausch Implementing ERwin since mid 90s in projects Partnership with ca since 2002 Developer of ActiveStart trainings for ERwin in Germany heureka present frequent webcasts dealing with ERwin topics 2 Reporting with ERwin and Crystal Reports

3 Reporting with ERwin and Crystal Reports Session Agenda ODBC-Reporting & Query Tool Crystal Reports basic elements Dynamic reports with parameters Sub reports German User Group (DMUG) meeting 3

4 ODBC Reporting & Query Tool

5 ODBC Reporting Used to query information about Model objects and properties Meta model objects Action Log of current session Creation of diagrams Query Tool 5

6 ODBC Data Sources Installation creates 2 DSNs: ERwin Connection to any open model ERwin_Current Connection to current model If you have more than one instance of ERwin, the first one wins! ODBC driver can be deactivated per instance via Tools > Options -> Reporting 6

7 ODBC Schemas Schemas are a collection of model information M0 raw model data M1 basic types EM0 views for logical and physical objects EM1 views for database specific settings and values AL action log AMT template object information DGM diagrams 7

8 Demo ODBC Reporting 8

9 Crystal Reports basic elements

10 Crystal Reports Default environment for the creation and delivery of reports ERwin Report Viewer Viewing of pre-defined reports Included in ERwin installation Distributable free of charge within your organisation CR Developer Design of reports Features own installation file (CAEDM8xxxCRonly.exe) License still included in installation 10

11 Demo Crystal Reports Developer Creation of reports Optimize layout of your reports Grouping and sorting Sections Program interface 11

12 Creation of queries ERwin Meta-Modell <install folder>\backupfiles\samples\erwin Relational Metamodel.erwin Example Query <install folder>\odbc Reports\Unsupported Sample Reports 12

13 Dynamic reports with parameters

14 Parameters in reports Parameters are extremely useful for dynamic selection of report content Cascadable Demo: Select a table from a subject area 14

15 Sub reports

16 Sub reports Useful for Showing detailed information or A combination of different information in one report Results are shown in the report or connected using a link Sample: create a model validation report 16

17 Ressources Documentation ERwin Bookshelf\Bookshelf_Files\PDF\ERwin Metamodel Overview.pdf ERwin Bookshelf\Bookshelf_Files\PDF\ODBC Reporting Guide.pdf xi4_cr_usergde_de.pdf -> Google ;-) ERwin Meta-Modell BackupFiles\Samples\ERwin Relational Metamodel.erwin 17

18 German User Group DMUG

19 German User Group DMUG Kickoff Meeting 29 th October in Mannheim during CA Expo Donna Burbank presenting ERwin r9 Exchange experiences during transition r7 to r8 Registration: 19

20 Summary Use ODBC to query your models Start with predefined queries and modify them Test queries in the Query Tool Bring queries into Crystal Developer Customize layout of your reports Use parameters to optimize usability 20

21 Thank You Questions? Name Stefan Kausch Phone Xing Group LinkedIn de.linkedin.com/in/stefankausch

22 Legal notice Copyright 2012 CA. All rights reserved. All trademarks, trade names, service marks and logos referenced herein belong to their respective companies. No unauthorized use, copying or distribution permitted. THIS PRESENTATION IS FOR YOUR INFORMATIONAL PURPOSES ONLY. CA assumes no responsibility for the accuracy or completeness of the information. TO THE EXTENT PERMITTED BY APPLICABLE LAW, CA PROVIDES THIS DOCUMENT AS IS WITHOUT WARRANTY OF ANY KIND, INCLUDING, WITHOUT LIMITATION, ANY IMPLIED WARRANTIES OF MERCHANTABILITY, FITNESS FOR A PARTICULAR PURPOSE, OR NONINFRINGEMENT. In no event will CA be liable for any loss or damage, direct or indirect, in connection with this presentation, including, without limitation, lost profits, lost investment, business interruption, goodwill, or lost data, even if CA is expressly advised of the possibility of such damages. Certain information in this presentation may outline CA s general product direction. This presentation shall not serve to (i) affect the rights and/or obligations of CA or its licensees under any existing or future written license agreement or services agreement relating to any CA software product; or (ii) amend any product documentation or specifications for any CA software product. The development, release and timing of any features or functionality described in this presentation remain at CA s sole discretion. Notwithstanding anything in this presentation to the contrary, upon the general availability of any future CA product release referenced in this presentation, CA may make such release available (i) for sale to new licensees of such product; and (ii) in the form of a regularly scheduled major product release. Such releases may be made available to current licensees of such product who are current subscribers to CA maintenance and support on a when and if-available basis.

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