Crystal Report tips and Techniques

Transcription

1 SUNGARD SUMMIT 2007 sungardsummit.com 1 Crystal Report tips and Techniques Presented by: Instructor Jim Tule March 20, 2007 A Community of Learning

2 Introduction Crystal Reports tips and techniques used to enhance the reporting capabilities in your user community. Learn how to set up more common Crystal Report options to work with the Advance environment. Learn how to create and use formula fields in reports. Learn how to create and use Hyperlinks with in your Crystal reports. Learn about creating and formatting sub reports 2

3 SUNGARD SUMMIT 2007 sungardsummit.com 3 Crystal Report Options A Community of Learning

4 Crystal Report Setup 4

5 Crystal Reports Options Tab More common Reporting options Use these options to handle null values to 0 (numeric) or blank (Character). Never Set this when using reports in AWA. 5

6 Crystal Database Options Tab Can Restrict what database information can be used in reports. Increases report performance 6

7 Crystal Field Options Tab The Options menu can help users define defaults for different field formats. As an example, you can customize defaults for number values or for Currency. Other options include adding borders and highlighting. 7

8 Crystal Font Options Tab Formatting fonts, size and colors for different object in the report can be completed using the Fonts section in the Options menu. 8

9 SUNGARD SUMMIT 2007 sungardsummit.com 9 Crystal Report Formulas A Community of Learning

10 Crystal Report Formulas Address Blocks Creating and formatting address lines in reports. Using multiple detail lines 10

11 Crystal Report Formulas Address Blocks This checkbox allows for any detail line with blank information to be removed from the report output. 11

12 Crystal Report Formulas Address Blocks Create a formula to handle foreign or domestic address lines. (Format used in this formula is Crystal formula.) Please note that in Advance address tables the default is a blank IF {ADDRESS.FOREIGN_CITYZIP} = " " THEN {ADDRESS.CITY} + ", " + {ADDRESS.STATE_CODE} + " " +{ADDRESS.ZIPCODE} +{ADDRESS.ZIP_SUFFIX} ELSE {ADDRESS.FOREIGN_CITYZIP} 12

13 Crystal Report Formulas Address Blocks Commonly used in Mail Lists. So how can you do this for Profile Reports? 13

14 Crystal Report Formulas Address Blocks Creating Profile Reports a lot of Data to be captured on the page formulas can be used to encapsulate data Notice the field size! 14

15 Crystal Report Formulas Address Blocks Report Output How did that Happen? 15

16 Crystal Report Formulas Address Blocks Use the Format Editor to adjust field sizes 16

17 Crystal Report Formulas Address Blocks Formulas Provide custom field creation and data formatting 17

18 Crystal Report Formulas Address Blocks Functions Used: CHRW(13) Provides Carriage Returns Right({Field}, N) Provides Values to the Right N Left({Field}, N) Provides Values to the Left N IF THEN ELSE Provides Control Structure Other Helpful Functions Trim(Str) Removes leading and trailing spaces Length(Str) Returns the number of characters ToNumber(Str) Converts string to number 18

19 SUNGARD SUMMIT 2007 sungardsummit.com 19 Crystal Report Hyperlinks A Community of Learning

20 Crystal Report Hyperlinks Creating a Hyperlink to Looks like the Hyperlink in AWA and Advance! 20

21 Crystal Report Hyperlinks Hyperlink Tab Options Link to static Create a Formula Link Other Options Link Websites Link Files 21

22 Crystal Report Hyperlinks Formula Example ( ) Creating a formula for ing 22

23 Crystal Report Hyperlinks Formula examples (Font) Set font attributes using formulas 23

24 Crystal Report Hyperlinks Formula examples (Font) Use a formula to change the font color 24

25 Crystal Report Hyperlinks Formula examples (Font) Font underline use true/false formula 25

26 Crystal Report Hyperlinks AWA Hyperlinks Creating AWA Hyperlinks Can be placed in stored procedure Can be created via formulas SQL syntax example: SELECT 'reportlink.aspx?type=entity&key1= e.id_number AS id Crystal syntax: reportlink.aspx?type={keytype}&key1={keydata1}[&key2 ={keydata2}][&key3={keydata3}] 26

27 Crystal Report Hyperlinks AWA Hyperlinks Adding a link using the formula editor Reportlink.aspx? 27

28 Crystal Report Hyperlinks AWA Hyperlinks From Report! Click on the ID! 28

29 Crystal Report Hyperlinks AWA Hyperlinks To Entity Overview! Use the Back button to get back to the report 29

30 Crystal Report Hyperlinks AWA Hyperlinks Stored Procedure Hyperlinks Useful with Giving Reports SQL Output Example 30

31 Crystal Report Hyperlinks AWA Hyperlinks Report Screen Hyperlink Link Code Receipt # 31

32 Crystal Report Hyperlinks AWA Hyperlinks Hyperlink to Gift Overview 32

33 SUNGARD SUMMIT 2007 sungardsummit.com 33 Crystal Sub Reports A Community of Learning

34 Creating Crystal Reports with Sub Reports Allows users to create additional reports within a main report. Ability to present data from unrelated datasets Allows multiple presentations per dataset Can combine data from derived database field links 34

35 Creating Crystal Reports with Sub Reports Crystal Sub Report Design Mode Main Report Sub Report 35

36 Creating Crystal Reports with Sub Reports Sub report is a Graph/Chart Format Listing Giving Totals over a 5 year period Main Report is a Detail Report listing Donors with giving larger than $ in the current year 36

37 Creating Crystal Reports with Sub Reports Ability to return a subset of data to the report section Formula restricts data set returned 37

38 Creating Crystal Reports with Sub Reports Background Color set for Report Sections 38

39 Summary Crystal report Options sets standards for data and reporting values. Formulas provide great flexibility and power by enabling you to create derived fields not available in data sources. Formulas also enable you to create advanced conditional formatting and use flexible selection formulas in reports. Hyperlinks Bring additional reporting power to Crystal Reporting, allowing linking to web pages, files and . Sub Reports bring multiple datasets to a single report without loading multiple report files to the database. 39

40 Questions & Answers 40

41 Thank You! Jim Tule Please complete the online class evaluation form SunGard, the SunGard logo, Banner, Campus Pipeline, Luminis, PowerCAMPUS, Matrix, and Plus are trademarks or registered trademarks of SunGard Data Systems Inc. or its subsidiaries in the U.S. and other countries. Third-party names and marks referenced herein are trademarks or registered trademarks of their respective owners SunGard. All rights reserved. 41