Crystal Reports Basics

Transcription

1 Crystal Reports Basics Created by: Apple Liu SAP Business One Product Support 2 nd Apr SAP 2008 / Page 1 SAP 2008 SB BU EMT Monthly Report / Jochen Stuber, Christina Holzgrefe / Page 1

2 Agenda Crystal Reports (CR) Overview Installing SAP Crystal Reports 2008/2011 for SAP Business One Basic usage for CR in B1 and Designer General notes for CR related SAP 2008 / Page 2

3 Crystal Reports (CR) Overview Crystal report (CR) Introduction The SAP Business One 8.8 family provides integration with the Crystal Reports software, version for the SAP Business One application, allowing you to create, view, and manage reports and layouts. The key features of the integration include: Crystal Reports Viewer A fully integrated component of SAP Business One client that lets you view reports and layouts that are created with the Crystal Reports software. It works standalone no connection with designer. Report and Layout Management Master Layouts Crystal Reports software, version for the SAP Business One application(designer) Accessibility of Source Documents SAP Business One versions (8.8, 8.81, versions equal to or lower than 8.82 PL10) only support SAP Crystal Reports From 8.82 PL11, SAP Crystal Reports 2011 is supported. SAP 2008 / Page 3

4 Crystal Reports (CR) Overview How Crystal report Preview /Designer look like Crystal Reports Designer Integration with SBO SAP 2008 / Page 4

5 Crystal Reports (CR) Overview Crystal file could be started in B1 system via highlight the file in Report and Layout Manager and click Edit SAP 2008 / Page 5

6 Crystal Reports (CR) Overview You can also open Crystal Designer directly by double clicking an existing crystal file (*.rpt file). SAP SAP / Page Page 6

7 Agenda Crystal Reports (CR) Overview Installing SAP Crystal Reports 2008/2011 for SAP Business One Basic usage for CR in B1 and Designer General notes for CR related SAP 2008 / Page 7

8 Installing SAP Crystal Reports for SAP Business One You do not need to install the SAP Crystal Reports viewer or Crystal Report 2008/CR2011 runtime in a separate procedure. They will be installed together with SAP Business One 8.82 client, It is an integral part of the SAP Business One 8.82 client.. Installation for Patch Level 11 and Higher As of SAP Business One 8.82 patch level 11, you must install SAP Crystal Reports 2011 to use SAP Business One data sources and have the Add-ins menu available in the SAP Crystal Reports designer. To ensure that the SAP Business One data sources and the Add-ins menu are available in the SAP Crystal Reports designer, you must install the Crystal Reports integration component separately. The integration package script Business One Crystal Report Integration Package.exe is located in the Packages\SAP CRAddin Installation folder of the SAP Business One product DVD. For more information, see the Administrator's Guide that is provided on the SAP Business One product DVD. SAP 2008 / Page 8

9 Installing SAP Crystal Reports for SAP Business One You need follow the installation sequence for CR 2008/2011 and B1 client as below: 1. On the SAP Crystal Reports DVD that is provided with SAP Business One 8.82, locate and run the setup file SAP Crystal Reports 2008 SP05/CR Install SAP Business One Installation Requirements and Checklist SAP 2008 / Page 9

10 Installing SAP Crystal Reports for SAP Business One After installing Crystal report and Business One client, CR runtime and CR for SAP B1 will be displayed as below in program and features list. Crystal Report 2008 Crystal Report 2011 Note : Crystal Report 2011 support both 32-bit and 64-bit system SAP 2008 / Page 10

11 Installing SAP Crystal Reports for SAP Business One Build version of Crystal Report 2008 BuildVersion = CR 2008 SP1 FP 3 CR 2008 SP3: BuildVersion = CR 2008 SP3 FP 3.1: BuildVersion = CR 2008 SP5 : BuildVersion = CR 2011 SP00 FP4 : BuildVersion = SAP 2008 / Page 11

12 Installing SAP Crystal Reports for SAP Business One Where to find the related documentation and installation files. Visit landing page of SAP CRYSTAL REPORTS 2008/2011 You can: Find more documentation about CR for B1. Download Crystal Report Download sample Crystal Report and Layout.. Down load Crystal Report 2011 Go to link SAP Business One Products>Installations>SAP CRYSTAL REPORTS FOR B1>CRYSTAL REPORTS 2011 FOR B1 Download the Crystal Report Runtime from SAP Business Object community Network. SAP 2008 / Page 12

13 Agenda Crystal Reports (CR) Overview Installing SAP Crystal Reports 2008/2011 for SAP Business One Basic usage for CR in B1 and Designer. General notes for CR related. SAP 2008 / Page 13

14 Agenda Basic usage for CR in B1 and Designer. 1. Data source Connections 2. Update current Data source Connections 3. Create a CR Layout 4. Create a CR Report 5. Preview the Layout/Report in B1 6. Save CR Layouts to SBO 7. Import type 8. Import from a file 9. Viewing CR Reports / Layouts in SBO 10. Export CR Report / Layout in SBO SAP 2008 / Page 14

15 Basic usage for CR in B1 and Designer. Data source Connections ODBC data source -- Classic Data source connection OLE DB data source -- Classic Data source connection CRDB data source -- SAP Business One Connection Multi data sources SAP 2008 / Page 15

16 Basic usage for CR in B1 and Designer. Data source Connections ODBC data source SAP / Page 16

17 Basic usage for CR in B1 and Designer. Data source Connections OLE DB data source SAP / Page 17

18 Basic usage for CR in B1 and Designer. Data source Connections CRDB data source SAP / Page 18

19 Agenda Basic usage for CR in B1 and Designer. 1. Data source Connections 2. Update current Data source Connections 3. Create a CR Layout 4. Create a CR Report 5. Preview the Layout/Report in B1 6. Save CR Layouts to SBO 7. Import type 8. Import from a file 9. Viewing CR Reports / Layouts in SBO 10. Export CR Report / Layout in SBO SAP 2008 / Page 19

20 Basic usage for CR in B1 and Designer. Update current Data source Connections Go to Crystal Report Designer, select Database>Set datasource location Select a existing connection under My connection in Replace with window or Create new connection. Then click on update. SAP / Page 20

21 Agenda Basic usage for CR in B1 and Designer. 1. Data source Connections 2. Update current Data source Connections 3. Create a CR Layout 4. Create a CR Report 5. Preview the Layout/Report in B1 6. Save CR Layouts to SBO 7. Import type 8. Import from a file 9. Viewing CR Reports / Layouts in SBO 10. Export CR Report / Layout in SBO SAP 2008 / Page 21

22 Basic usage for CR in B1 and Designer. Create a CR Layout Select via Field Explorer under View in the Tool Bar and drag it to the layout.

23 Basic usage for CR in B1 and Designer. Create a CR Layout Field explorer-> Parameters->new, and add an number type parameter with name DocKey@. We need choose field OINV.DocEntry and then Click on Report->Select Expert->Record and, set it is equal to the parameter that you defined above.

24 Basic usage for CR in B1 and Designer. Create a CR Layout Input DocEntry to specific the preview document number. Parameter that we set here just like a query condition as Where docentry = ***. It is important to note that a Crystal Reports.rpt file that you want to define as a layout in SAP Business One must contain a parameter with the DocKey@ token. For more information about token please refer to How to Work with Crystal Reports in SAP Business One

25 Basic usage for CR in B1 and Designer. Create a CR Layout Go to File->Save to save the Crystal report template. Define a File name for the Layout, and the layout will be saved locally.

26 Agenda Basic usage for CR in B1 and Designer. 1. Data source Connections 2. Update current Data source Connections 3. Create a CR Layout 4. Create a CR Report 5. Preview the Layout/Report in B1 6. Save CR Layouts to SBO 7. Import type 8. Import from a file 9. Viewing CR Reports / Layouts in SBO 10. Export CR Report / Layout in SBO SAP 2008 / Page 26

27 Basic usage for CR in B1 and Designer. Create a CR Report Try to create a new CR template and drag the related fields from related tables.

28 Basic usage for CR in B1 and Designer. Create a CR Report By using Group function the fields on the report could be grouped Select an Available Fields to Group By

29 Basic usage for CR in B1 and Designer. Create a CR Report Select a field and click on insert->summary, you can summary the report. Group total Grand total

30 Basic usage for CR in B1 and Designer. Create a CR Report Go to Format ->Highlighting Expert to use Highlight function to highlight values based on a condition Define all the necessary fields. SAP 2009 / Page 30

31 Basic usage for CR in B1 and Designer. Create a CR Report Go to File->Save to save the Crystal report template. Define a File name for the report, and it will be saved locally.

32 Agenda Basic usage for CR in B1 and Designer. 1. Data source Connections 2. Update current Data source Connections 3. Create a CR Layout 4. Create a CR Report 5. Preview the Layout/Report in B1 6. Save CR Layouts to SBO 7. Import type 8. Import from a file 9. Viewing CR Reports / Layouts in SBO 10. Export CR Report / Layout in SBO SAP 2008 / Page 32

33 Basic usage for CR in B1 and Designer Preview the Layout/Report in B1 Go to Add-in-> SAP Business One->Preview in SAP Business One You can then preview the report/layout in Business One application.

34 Agenda Basic usage for CR in B1 and Designer. 1. Data source Connections 2. Update current Data source Connections 3. Create a CR Layout 4. Create a CR Report 5. Preview the Layout/Report in B1 6. Save CR Layouts to SBO 7. Import type 8. Import from a file 9. Viewing CR Reports / Layouts in SBO 10. Export CR Report / Layout in SBO SAP 2008 / Page 34

35 Basic usage for CR in B1 and Designer. Save CR Layouts to SBO After Designing a Layout/Report in Crystal Report Designer Click on Add-in ->SAP Business One ->Save Input necessary information for server and company for connection.

36 Basic usage for CR in B1 and Designer. Save CR Layouts to SBO Go to Add-in ->SAP Business One ->Save If you cannot identify the document type, you can go to the layout designer selection Criteria window, click on the list to check it.

37 Basic usage for CR in B1 and Designer. Save CR Layouts to SBO The CR Layout is saved in the Layout Designer of the related document.

38 Basic usage for CR in B1 and Designer. Save CR Report to SBO The CR Report is saved under Administration ->Set up -> General -> Report and Layout Manger -> Lost report. Go to Manu Location and allocated the Report location.

39 Agenda Basic usage for CR in B1 and Designer. 1. Data source Connections 2. Update current Data source Connections 3. Create a CR Layout 4. Create a CR Report 5. Preview the Layout/Report in B1 6. Save CR Layouts to SBO 7. Import type 8. Import from a file 9. Viewing CR Reports / Layouts in SBO 10. Export CR Report / Layout in SBO SAP 2008 / Page 39

40 Basic usage for CR in B1 and Designer. Import type There are two types of crystal files which can be imported into SAP Business One: xxx.rpt xxx.b1p If creating a crystal report in Crystal Designer and save the file, the file will be saved as rpt file. If exporting a Crystal Report From SAP Business One Preview, the file will be saved as rpt file. If exporting a crystal report or a set of crystal reports from SAP Business One via Report and Layout Export Wizard, the file will be saved as b1p file.

41 Agenda Basic usage for CR in B1 and Designer. 1. Data source Connections 2. Update current Data source Connections 3. Create a CR Layout 4. Create a CR Report 5. Preview the Layout/Report in B1 6. Save CR Layouts to SBO 7. Import type 8. Import from a file 9. Viewing CR Reports / Layouts in SBO 10. Export CR Report / Layout in SBO SAP 2008 / Page 41

42 Basic usage for CR in B1 and Designer. Import from a file Import a *.b1p File Administration -> Setup -> General -> Report and Layout Manager, click Import to open the Report and Layout Import Wizard

43 Basic usage for CR in B1 and Designer. Import from a file Import as a Report type Crystal Report template Administration -> Setup -> General -> Report and Layout Manager, click Import to open the Report and Layout Import Wizard, Click on Import Define the File location and select Content Type as Report, and define the Menu Selection Form for the report. Click on Finish SAP 2009 / Page 43

44 Basic usage for CR in B1 and Designer. Import from a file Import as a Layout type Crystal Report template Administration -> Setup -> General -> Report and Layout Manager, click Import to open the Report and Layout Import Wizard, Click on Import Define the File location and select Content Type as Report, and define the Menu Selection Form for the report. Click on Finish If you cannot make sure the document type, you can go to the layout designer selection Criteria window, click on the list to check it. SAP 2009 / Page 44

45 Agenda Basic usage for CR in B1 and Designer. 1. Data source Connections 2. Update current Data source Connections 3. Create a CR Layout 4. Create a CR Report 5. Preview the Layout/Report in B1 6. Save CR Layouts to SBO 7. Import type 8. Import from a file 9. Viewing CR Reports / Layouts in SBO 10. Export CR Report / Layout in SBO SAP 2008 / Page 45

46 Basic usage for CR in B1 and Designer Viewing CR Reports / Layouts in SBO Preview External rpt File Preview with default layout is same as before, as PLD Preview with non-default layout is same as PLD Note: The Preview External rpt File option is to preview SAP Crystal Reports.rpt files that are saved on your computer but not saved or imported into SAP Business One as reports or layouts. Only the report which has no fields linking to company database could be previewed with this option. Preview CR Report from Administration -> Setup -> General -> Report and Layout Manager. SAP 2008 / Page 46

47 Agenda Basic usage for CR in B1 and Designer. 1. Data source Connections 2. Update current Data source Connections 3. Create a CR Layout 4. Create a CR Report 5. Preview the Layout/Report in B1 6. Save CR Layouts to SBO 7. Import type 8. Import from a file 9. Viewing CR Reports / Layouts in SBO 10. Export CR Report / Layout from SBO SAP 2008 / Page 47

48 Basic usage for CR in B1 and Designer. -Export CR Report / Layout in SBO Choose the report/ layout to exported and click Next User should be able to define location for the exported file Since 8.82 PL11 or above, you can export the report or layout from preview. SAP 2009 / Page 48

49 Agenda Crystal Reports (CR) Overview Installing SAP Crystal Reports 2008/2011 for SAP Business One Basic usage for CR in B1 and Designer General notes for CR related SAP 2008 / Page 49

50 General notes for CR related Support scope for Crystal Reports for SAP Business One Errors printing with Crystal Reports Error while connecting to Crystal Page Size and Orientation Settings of Crystal Report Not Saved in SAP Business One Optional parameter does not work for crystal report Error 'Missing parameter values' printing with CR layout Only super user will be able to import/ export/ delete Crystal layouts/ reports Cannot import Crystal Report template into SAP Business One CR_Replace CR runtime with 2011 SP5 ( ) New features of SAP Crystal Reports 2011 will not be supported in current SAP Business One versions SAP 2009 / Page 50

51 Q&A? SAP 2009 / Page 51

52 Thank you! SAP 2008 / Page 52 SAP 2007 / Page 52