Crystal Reports 10 - The Complete Reference

Table of Contents
Foreword 0
Part I BackCover 1
Part II Crystal Reports 10 - The Complete
Reference 1
Part III Introduction 3
................................................................................................................................... 5 1 What's New in Crystal Reports 10
Part IV Part I: Designing Reports 6
................................................................................................................................... 7 1 Chapter 1: Getting the Feel of Crystal Reports 10
......................................................................................................................................................... 8 Introducing Crystal Reports 10
......................................................................................................................................................... 12 Using the Report Wizards
......................................................................................................................................................... 16 Using the Blank Report Option
......................................................................................................................................................... 30 The Report Explorer
................................................................................................................................... 31 2 Chapter 2: Enhancing Appearance with Text Objects
......................................................................................................................................................... 33 The Field Heading Text Object
......................................................................................................................................................... 33 Combining Database Fields
......................................................................................................................................................... 36 Combining Special Fields
......................................................................................................................................................... 38 Formatting Individual Parts of Text Objects
......................................................................................................................................................... 39 Imprting Text from a File
................................................................................................................................... 40 3 Chapter 3: Sorting and Grouping
......................................................................................................................................................... 41 Grouping Records
................................................................................................................................... 69 4 Chapter 4: Creating Geographic Maps
......................................................................................................................................................... 72 Adding a Map
......................................................................................................................................................... 78 Drilling Down on Maps
......................................................................................................................................................... 78 Changing the Map View
................................................................................................................................... 83 5 Chapter 5: Using Formulas
......................................................................................................................................................... 84 The Formula Workshop
......................................................................................................................................................... 89 The Formula Expert
......................................................................................................................................................... 91 The Formula Editor
......................................................................................................................................................... 106 Number Formulas
......................................................................................................................................................... 109 String Formulas
......................................................................................................................................................... 116 Date/Time Formulas
......................................................................................................................................................... 119 If-Then-Else Formulas
......................................................................................................................................................... 126 Other Crystal Reports Logic Constructs
......................................................................................................................................................... 130 Boolean Formulas
......................................................................................................................................................... 133 Variables in Formulas and Evaluation Times
......................................................................................................................................................... 145 User Function Libraries
......................................................................................................................................................... 147 Running Total Fields
................................................................................................................................... 150 6 Chapter 6: Creating Custom Functions
......................................................................................................................................................... 151 Custom Functions Defined
......................................................................................................................................................... 152 Creating Your Own Custom Functions
......................................................................................................................................................... 162 Sharing Custom Functions with Other Users
......................................................................................................................................................... 163 Using Custom Functions in Your Formulas ................................................................................................................................... 164 7 Chapter 7: The Repository
......................................................................................................................................................... 165 The Repository Defined
......................................................................................................................................................... 168 Adding To/Updating the Repository
......................................................................................................................................................... 174 Adding Repository Items to Reports
......................................................................................................................................................... 176 Changing Repository Items on Your Report
......................................................................................................................................................... 179 Controlling Repository Rights
......................................................................................................................................................... 183 Migrating a Version 9 Repository to Version 10
................................................................................................................................... 186 8 Chapter 8: Analyzing with Advanced Selection Criteria
......................................................................................................................................................... 186 The Select Expert
......................................................................................................................................................... 193 Manipulating the Record Selection Formula Directly
......................................................................................................................................................... 196 Limiting Data with a Group Selection Formula
......................................................................................................................................................... 197 Performance Considerations with Record Selection
................................................................................................................................... 199 9 Chapter 9: Making Your Reports Visually Appealing
......................................................................................................................................................... 204 The Highlighting Expert
......................................................................................................................................................... 206 Conditional Formatting Formulas
......................................................................................................................................................... 211 Special Fonts, Graphics, and Line Drawing
......................................................................................................................................................... 216 Text and Paragraph Formatting
......................................................................................................................................................... 219 The Crystal Reports 10 Format Painter
......................................................................................................................................................... 220 Report Alerts
......................................................................................................................................................... 224 Crystal Reports Templates
................................................................................................................................... 229 10 Chapter 10: Using Sections and Areas
......................................................................................................................................................... 238 Creating Summary and Drill-Down Reports
......................................................................................................................................................... 245 Multiple-Column Reports for Labels and Listings
......................................................................................................................................................... 247 Using Multiple Sections
......................................................................................................................................................... 251 Conditionally Suppressing Sections
......................................................................................................................................................... 253 Underlaying Sections
................................................................................................................................... 255 11 Chapter 11: Analyzing with Cross-Tabs
......................................................................................................................................................... 256 Creating a Cross-Tab Object
......................................................................................................................................................... 264 Multiple Rows, Columns, and Summarized Fields
......................................................................................................................................................... 268 Customizing Cross-Tab Appearance
................................................................................................................................... 280 12 Chapter 12: Creating Charts
......................................................................................................................................................... 280 Types and Layouts of Charts
......................................................................................................................................................... 285 Creating Charts with the Chart Expert
......................................................................................................................................................... 304 Drilling Down on Charts
......................................................................................................................................................... 305 Finer Points of Chart Formatting
................................................................................................................................... 313 13 Chapter 13: Using Subreports
......................................................................................................................................................... 315 Unlinked Subreports
......................................................................................................................................................... 320 Linked Subreports
......................................................................................................................................................... 323 Subreport Formatting with the Format Editor
......................................................................................................................................................... 326 On-Demand Versus In-Place Subreports
......................................................................................................................................................... 328 Passing Data Between Main Reports and Subreports
......................................................................................................................................................... 332 Performance Considerations
................................................................................................................................... 333 14 Chapter 14: Viewer Interaction with Parameter Fields
......................................................................................................................................................... 334 Creating a Parameter Field
......................................................................................................................................................... 345 Using Parameter Fields in Record Selection
......................................................................................................................................................... 346 Displaying Parameter Fields on the Report
......................................................................................................................................................... 347 Special Parameter Field Features
......................................................................................................................................................... 354 Conditional Formatting with Parameter Fields
......................................................................................................................................................... 356 Using Parameter Fields with Formulas
................................................................................................................................... 361 15 Chapter 15: Exporting Reports
......................................................................................................................................................... 362 Exporting Reports to Office Applications
......................................................................................................................................................... 371 Sending Reports Electronically
................................................................................................................................... 372 16 Chapter 16: Reporting from SQL Databases
......................................................................................................................................................... 374 Logging On to SQL Databases
......................................................................................................................................................... 384 Linking Tables
......................................................................................................................................................... 398 Viewing the SQL Query
......................................................................................................................................................... 400 Crystal Reports SQL Commands
......................................................................................................................................................... 407 Using SQL Stored Procedures
......................................................................................................................................................... 410 Using SQL Expression Fields
......................................................................................................................................................... 414 Grouping on the Database Server
......................................................................................................................................................... 418 Performance Considerations
................................................................................................................................... 420 17 Chapter 17: Creating and Using Business Views
......................................................................................................................................................... 421 Business Views Overview
......................................................................................................................................................... 423 Creating Business Views
......................................................................................................................................................... 489 Using Business Views with Crystal Reports
................................................................................................................................... 494 18 Chapter 18: Accommodating Database Changes and Field Mapping
......................................................................................................................................................... 495 Recognizing Database Changes
......................................................................................................................................................... 500 Mapping Old Fields to New Names
................................................................................................................................... 502 19 Chapter 19: Reporting from OLAP Cubes
......................................................................................................................................................... 505 Crystal Reports OLAP Capabilities
......................................................................................................................................................... 506 Using the OLAP Report Creation Wizard
......................................................................................................................................................... 514 Adding an OLAP Grid to an Existing Report
......................................................................................................................................................... 518 Changing the OLAP Database Location
......................................................................................................................................................... 518 Controlling OLAP Grid Appearance
......................................................................................................................................................... 520 Interacting with the OLAP Grid
................................................................................................................................... 524 20 Chapter 20: Reporting from Proprietary Data Types
......................................................................................................................................................... 526 Reporting from Microsoft Outlook
......................................................................................................................................................... 529 Reporting from the File System Data
......................................................................................................................................................... 531 Reporting from the Windows 2000/XP Event Log
......................................................................................................................................................... 534 Reporting from Web Server Logs
......................................................................................................................................................... 537 Crystal Reporting with XML
......................................................................................................................................................... 540 Crystal Reports Custom Data Sources
Part V Part II: Crystal Reports 10 on the
Web 543
................................................................................................................................... 543 1 Chapter 21: Crystal Reports Web Alternatives
......................................................................................................................................................... 545 Crystal Reports Web Alternatives Compared
......................................................................................................................................................... 547 Exporting to Static HTML
......................................................................................................................................................... 554 Navigating and Viewing Report Parts
................................................................................................................................... 562 2 Chapter 22: Crystal Reports with ASP and ASP.NET
......................................................................................................................................................... 563 The Report Designer Component and Active Server Pages
......................................................................................................................................................... 568 RDC Report Viewers
......................................................................................................................................................... 573 Web Integration with CE Embedded Edition
......................................................................................................................................................... 592 Web Integration with Visual Studio .NET and ASP.NET
................................................................................................................................... 626 3 Chapter 23: Crystal Reports with Java
......................................................................................................................................................... 626 Pieces to the Puzzle
......................................................................................................................................................... 627 Things You Can Do with the Java Viewer
......................................................................................................................................................... 628 Let's Get Started
......................................................................................................................................................... 629 The Java Viewer JSP Application
......................................................................................................................................................... 631 Exporting Reports
......................................................................................................................................................... 634 Report Part Viewer
......................................................................................................................................................... 638 Interactive Viewer
......................................................................................................................................................... 640 Grid Viewer
......................................................................................................................................................... 642 Common Viewer Properties
......................................................................................................................................................... 645 Crystal Enterprise Report Source
......................................................................................................................................................... 647 Report Application Server (RAS) Report Source
......................................................................................................................................................... 649 Best Practices
................................................................................................................................... 650 4 Chapter 24: Introduction to Crystal Enterprise
......................................................................................................................................................... 658 Crystal Enterprise Architecture
................................................................................................................................... 664 5 Chapter 25: Using the Crystal Launchpad and Web Desktop
......................................................................................................................................................... 665 Navigating the Crystal Enterprise Launchpad
......................................................................................................................................................... 666 Connecting to the Web Desktop
......................................................................................................................................................... 670 Folders, Objects, and Instances
......................................................................................................................................................... 679 Controlling, Printing, and Exporting Reports
......................................................................................................................................................... 688 Scheduling Objects
......................................................................................................................................................... 698 Organizing the Web Desktop
................................................................................................................................... 702 6 Chapter 26: Administering Crystal Enterprise
......................................................................................................................................................... 703 Crystal Enterprise Architecture
......................................................................................................................................................... 711 Managing Users and Groups
......................................................................................................................................................... 721 Integrating CE with Existing Security Environments
......................................................................................................................................................... 726 Controlling Access Using Rights
......................................................................................................................................................... 731 Creating Folders and Adding Objects
......................................................................................................................................................... 745 Defining Output Destinations
......................................................................................................................................................... 747 Creating Calendars
......................................................................................................................................................... 749 Using Events
......................................................................................................................................................... 754 Enabling Auditing
......................................................................................................................................................... 757 Configuring Success/Failure/Alert Notification
......................................................................................................................................................... 761 Other General Administrative Tasks
......................................................................................................................................................... 768 Managing Servers
Part VI Part III: Developing Custom
Window Applications 781
................................................................................................................................... 781 1 Chapter 27: Integrating Crystal Reports with Visual Basic
......................................................................................................................................................... 783 Development-Language Options
......................................................................................................................................................... 784 Different VB Reporting Options
......................................................................................................................................................... 785 The Report Designer Component
......................................................................................................................................................... 786 RDC Object Model Architecture
......................................................................................................................................................... 792 Adding the RDC to Your Project
......................................................................................................................................................... 800 The RDC Object Model
......................................................................................................................................................... 803 An Introduction to the RDC Object Model
......................................................................................................................................................... 806 Providing Database Login Credentials
......................................................................................................................................................... 807 Controlling Record Selection
......................................................................................................................................................... 809 Setting Formulas
......................................................................................................................................................... 811 Changing Text Objects at Run Time
......................................................................................................................................................... 812 Passing Parameter-Field Values
......................................................................................................................................................... 814 Manipulating Report Groups
......................................................................................................................................................... 816 Conditional Formatting and Formatting Sections
......................................................................................................................................................... 821 Choosing Output Destinations
......................................................................................................................................................... 823 Changing the Data Source at Run Time
......................................................................................................................................................... 826 Customizing the Report Viewer
......................................................................................................................................................... 831 Error Handling
......................................................................................................................................................... 832 Other RDC Properties and Methods
......................................................................................................................................................... 836 Creating New Reports at Run Time
......................................................................................................................................................... 847 Distributing RDC Applications
................................................................................................................................... 852 2 Chapter 28: Crystal Reports with Visual Studio .NET
......................................................................................................................................................... 852 Crystal/VS.NET Bundle Options
......................................................................................................................................................... 855 Windows Forms Viewer
......................................................................................................................................................... 859 Integrated Report Designer
......................................................................................................................................................... 869 VS.NET Report Customization Object Models
......................................................................................................................................................... 880 Using Crystal Reports Web Services
Part VII Index 884
................................................................................................................................... 885 1 Index_B
................................................................................................................................... 886 2 Index_C
................................................................................................................................... 889 3 Index_D
................................................................................................................................... 890 4 Index_E
................................................................................................................................... 891 5 Index_F
................................................................................................................................... 893 6 Index_G
................................................................................................................................... 893 7 Index_H
................................................................................................................................... 894 8 Index_I
................................................................................................................................... 894 9 Index_J
................................................................................................................................... 895 10 Index_L
................................................................................................................................... 896 11 Index_M
................................................................................................................................... 896 12 Index_N
................................................................................................................................... 897 13 Index_O
................................................................................................................................... 898 14 Index_P
................................................................................................................................... 899 15 Index_R
................................................................................................................................... 901 16 Index_S
................................................................................................................................... 904 17 Index_T
................................................................................................................................... 904 18 Index_U
................................................................................................................................... 905 19 Index_V
................................................................................................................................... 906 20 Index_W
................................................................................................................................... 907 21 Index_X
Part VIII List of Figures 907
Part IX List of Tables 915
Part X List of Sidebars 916
Index 0

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