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(1)

Coy W. Yonce,

III

100 Things You Should Know About

Reporting with

SAP

®
(2)

Contents at a Glance

Report Layout

1 ... 13 Field Formatting

2 ... 57 Types of Reports and Forms

3 ... 97 Guided Analysis

4 ... 127 Using Web Technology with Reports

5 ... 159 Charting

6 ... 181 Creating Reusable and Accessible Report Designs

7 ... 203

Using Parameters

8 ... 235 Distributing Reports

9 ... 257 Extending the Design Experience

10 ... 285 Monitoring and Improving Report Performance

(3)

Contents

Acknowledgments ... 11

Report Layout

PART 1 ... 13

Creating Reports with Different Page Headers

1 ... 14 Repeating Group Headers across Pages

2 ... 17 Adding Watermarks to Reports

3 ... 19 Setting Up Unlinked Subreports

4 ... 22 Setting Up Linked Subreports

5 ... 25 Using Subreports as Templates

6 for Headers and Footers ... 28 Using On Demand or In Place

7 ... 31 Passing Data between Subreports and Main Reports

8 ... 34

Suppressing and Hiding Sections

9 ... 38 Suppressing a Blank Subreport or a Section with a Blank Subreport

10 ... 41

Creating Side-by-Side Reports

11 ... 44 Suppressing Duplicate Rows

12 ... 47 Displaying Records Horizontally

13 ... 50 Displaying a Checkbox in a Report

14 ... 52 Designing a Cover Page for Reports

15 ... 54

Field Formatting

PART 2 ... 57

Printing Vertical Text Fields Alongside Horizontal Text Fields

16 ... 58

Concatenating Strings with Different Formats

17 ... 61 Aligning the Vertical Alignment of Text in a Field

18 ... 65

Inserting Leading Zeroes for a Field

19 ... 69 Formatting Parts of a String

20 ... 72 Forcing a Header or Footer to Grow Automatically or Remain a

21

Specific Size ... 74 Displaying Values in a Field That’s Based on a Parameter

22 ... 77

Creating a Running Total with Values Derived from a Formula Field

23 ... 81

Creating a Formula to Calculate an Average while Ignoring 24

Zero Values ... 85 Creating a Formula to Calculate a Minimum while Ignoring

25

Zero Values ... 87 Performing Data Type Conversions

(4)

Contents

Types of Reports and Forms

PART 3 ... 97

Creating Reports for Immediate Decision Making

28 ... 98

Creating Reports to Support Front Line Managers

29 ... 102

Creating Reports for Upper-Level Management

30 ... 105 Creating Mailing Labels

31 ... 109 Creating an Earnings Statement for a Paycheck

32 ... 112 Creating a Table of Contents for a Report

33 ... 115 Creating Calendars from an Excel Spreadsheet

34 ... 119 Laying Out Form Fields

35 ... 124

Guided Analysis

PART 4 ... 127

Highlighting Information

36 ... 128 Showing Visual Indicators

37 ... 131 Creating Tool Tips

38 ... 133 Enabling Drill-Down Reporting

39 ... 136 Creating a Gradual Drill-Down in a Report

40 ... 138 Sorting and Ranking within a Group

41 ... 141 Displaying Top N Records in a Report Based on a Parameter

42 ... 144

Applying and Formatting a Sort or Rank in a Crosstab

43 ... 147

Applying Color Banding to a Report

44 ... 149 Creating and Using Parameters in a Report

45 ... 152 Creating Dynamic Cascading Parameters

46 ... 156

Using Web Technology with Reports

PART 5 ... 159

Creating Reports from HTML

47 Content ... 160 Creating Hyperlinks in a Report

48 ... 163 Formatting Reports Using Cascading Style Sheets

49 ... 166

Creating Reports from Local XML Documents

50 ... 170 Using Web Services as a Data Source for a Report

51 ... 172

Creating XML Documents Using SAP Crystal Reports

52 ... 175

Publishing Reports as a Web Service

53 ... 178

Charting

PART 6 ... 181

Inserting Bar Charts in Report Details

54 ... 182 Creating a Combo Chart that Contains a Bar and Line Visualization

55 ... 185

Using Overlays with Complex Charting

56 ... 188 Removing Decimals

57 in the X- and Y-Axis ... 191 Formatting Dates in a Chart

58 ... 195 Creating Visualizations with Negative Values

(5)

Contents

Creating Reusable and Accessible Report Designs

PART 7 ... 203

Creating Effective Report Templates

60 ... 204 Providing Default Formatting for a Field

61 ... 208 Using Chart Styles to Eliminate Unnecessary Report Elements

62 ... 211

Creating Reusable Formulas

63 ... 215 Setting Default Formatting Options

64 ... 218 Using Color Effectively

65 ... 221 Making Text Legible

66 ... 224 Ordering Report Objects for Screen Readers

67 ... 227 Making Tables Accessible for Screen Readers

68 ... 230 Naming Formula Fields for Ease of Use

69 ... 232

Using Parameters

PART 8 ... 235

Displaying Parameter Values in a Report

70 ... 236 Creating a Parameter That Provides an ALL Value

71 ... 239

Allowing Wildcards as a Parameter Value

72 ... 241 Providing Users with Groupings as a Parameter Value

73 ... 243

Controlling Values Entered into Parameters

74 ... 246 Finding and Deleting Stubborn Parameters from a Report

75 ... 250

Prompting the User for the N Value to Use for Top N Reports

76 ... 253

Distributing Reports

PART 9 ... 257

Scheduling Timely Reports

77 ... 258 Running Reports Based on Events or Triggers

78 ... 261 Designing Reports for Effective Excel Exports

79 ... 264 Choosing the Right Excel Export Option

80 ... 267 Analyzing Report Data with SAP BusinessObjects Explorer

81 ... 270

Sharing Reports on the Web

82 ... 273 Embedding Dynamic Reports in Microsoft Office Documents

83 ... 275

Exporting Reports to XML

84 ... 279 Creating Read-Only Reports

85 ... 281

Extending the Design Experience

PART 10 ... 285

Working with Files within a Report

86 ... 286 Sending Emails from a Report

87 ... 289 Exporting Data to CSV While Processing a Report

88 ... 292

Exporting Data to XML While Processing a Report

89 ... 295

Creating Barcodes in Your Reports

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Contents

Using Templates to Create Labels

94 ... 307 Accessing Windows Functionality from a Report

95 ... 310

Monitoring and Improving Report Performance

PART 11 ... 313

Using a Built-in Dialogue to Monitor Report Performance

96 ... 314

Using Selection Formulas to Restrict Report Queries

97 ... 317

Hiding Unnecessary Data

98 ... 320 Offloading the Processing of Report Functions

99 ... 322 Using SQL Expressions

100 ... 325 The Author ... 329 Index ... 331

(7)

Inserting charts into your reports provides your users with a visual way to under-stand relationships and patterns in the information being displayed. If the charts are designed well, they’ll also allow users to make decisions faster. The tips in this section will help you learn the most efficient and effective ways to utilize charts in SAP Crystal Reports.

Part 6

Charting

Things You‘ll Learn in this Section

Inserting Bar Charts in Report Details

54 ... 182

Creating a Combo Chart that Contains a Bar and Line 55

Visualization ... 185 Using Overlays with Complex Charting

56 ... 188

Removing Decimals in the X- and Y-Axis

57 ... 191

Formatting Dates in a Chart

58 ... 195 Creating Visualizations with Negative Values

(8)

Tip

54

Inserting Bar Charts

in Report Details

You can provide your users with data visualizations directly beside the detailed text in a report. This allows users to see how the detailed item they’re viewing compares to other items in the report.

When viewing a report that has a significant amount of text in the detail, you should provide your users with some context regarding how the detailed level of data that they’re viewing fits into the overall picture. Without a visual representa-tion of how one report element relates to another, viewers must rely on pure text to make this comparison, which will slow down their analysis. However, inserting a bar chart alongside the specific items listed in the detail section of your report is not easy using the existing insert chart feature provided by SAP Crystal Reports 2011. So when you want to display a visual representation of how one value in your detail section relates to another value in your detail section, you must use special characters and formulas to create the proper visualization.

And Here’s How ...

For this solution, we’ll will start with a listing report and use a formula to build an in-line bar chart alongside each value in the detail section. As you can see in Figure 1, the initial report displays the list of product categories and their associ-ated sales revenue.

(9)

Charting Part 6

First, create a formula that will calculate the percentage of total sales that are rep-resented by each category. To do this, create a new formula fi eld by right-clicking on Formula Fields and selecting New. Once the Formula Workshop dialogue is displayed, enter the following formula:

{Category_Sales_for_1995.CategorySales} % Sum({Category_Sales_for_1995. CategorySales})

Now that you have the fi eld that calculates the percentage of total sales, you can create another formula fi eld to build the bar chart. Use the following formula for this purpose:

ReplicateString (ChrW(9608), Round ({@Percentage of Total Sales}, 0)) Let’s dissect this formula so that you can understand what’s being done:

The

E

E ReplicateString function repeats a string that’s identifi ed in the fi rst

argu-ment the number of times that’s specifi ed in the second arguargu-ment. ChrW(9608)

E

E is an ASCII character that looks like a solid black box.

The

E

E Round function calculates the number of times the solid black box needs to

be repeated by rounding the percentage formula created above to zero decimal places.

Based on this formula, if we have a percentage amount of 23.1%, then the solid block box represented by ChrW(9608) will be repeated 23 times.

After creating the formula above for displaying the bar chart, insert the percentage formula fi eld and the bar chart formula fi eld into the report by dragging them from the Field Explorer into the design canvas. This should give you a report that looks similar to the screen shown in Figure 2.

Figure 1 

«

Initial Report with Product Category and Sales
(10)

Tip 54 Inserting Bar Charts in Report Details

  Figure 2 Report with In-Line Bar Chart

Next, reduce the scale of the font used for building the bar chart so that you don’t see spaces between the blocks. Access the Format Editor by right-clicking on the fi eld and choosing Format Field. On the Font tab, you can specify a value for how many spaces should be between each character. The default value is zero. This tells SAP Crystal Reports to use the typeface’s default value for spaces between characters.

We’re going to reduce the number of spaces by inserting a value. For our purposes we’ll use a value of 5, but you can insert other values to determine the best one for your report. The end result will look similar to the screen shown in Figure 3.

(11)

Tip

55

Creating a Combo Chart

that Contains a Bar and

Line Visualization

By combining a bar chart with a line chart, you can show variations in values while also displaying a goal line of the value you want to achieve.

When creating reports that contain visualizations, one of the most frequent needs is to display a bar chart that represents a comparison of a measure (e.g., revenue) over a period of time or across a specific context (e.g., product). While displaying how a dimension is tracking over time, it’s also important to compare these values to a baseline or a goal. You can do this by inserting a line across the bar chart that represents the goal for each measure. Unfortunately, this is not straightforward using SAP Crystal Reports, and requires changing one of the series in the bar chart to a line.

And Here’s How ...

Let’s create a report that has a single chart to display the change in revenue across a list of product categories. We’ll insert a line across this bar chart that displays a goal line for revenue across each of the product categories.

Figure 1 shows an initial chart available in the report that displays the sales revenue for each product category.

(12)

Tip 55 Creating a Combo Chart that Contains a Bar and Line Visualization

  Figure 1 Initial Visualization Using a Bar Chart

Now we need to create the line that will run along the bars to display how close we have come to hitting the revenue goal for each product category. Since this data is contained within another data source, we need to add this data source to our report. To do this, choose Database • Database Expert. Select the data source

where the goal data is contained and insert the relevant tables into the selected tables on the right side of the Database Expert. Click on OK, and the fi elds from the new data source will be added to the Field Explorer.

Now that the data is available, add this data into the current bar chart as another series. Right-click on the chart and choose Chart Expert. In the Chart Expert

dialogue, navigate to the Data tab and insert the Revenue Goal fi eld under the

Show Value(s) heading by selecting the Revenue Goal fi eld under Report Fields

and clicking on the greater than (>) sign next to the Show Values(s) heading. Click on OK and you’ll see that a new bar is inserted alongside the previous bar. This new bar represents the revenue goal.

To change this bar into a line visualization, right-click on the bar and select Series Options . With the Series Options dialogue open, select Line for the Show Select Series As option. Click on OK and you’ll see that the revenue goal is now displayed as a line across the bars that represent the actual revenue for each product category. After a bit of formatting, your chart can look something like the one shown in Figure 2.

(13)

Charting Part 6

(14)

Tip

56

Using Overlays with

Complex Charting

Building charts that can sit on top of one another in layers provide your users with more context about their data.

There may be times when the charting capabilities don’t allow you to build the visualization you require to display information to your users. For example, SAP Crystal Reports does allow you to build a combo chart that shows a line chart on top of a bar chart, but if you want to display the bar chart horizontally, then it’s not possible to include a line as one of your series. In this tip, we’ll show you how to bypass this issue and create this type of combo chart by using two charts, with one sitting on top of the other.

And Here’s How ...

Figure 1 displays a visualization that uses a horizontal bar chart for showing the total sales revenue for each product category. We want to create a line chart that represents the total revenue goal for each product category and overlay this line chart on top of the bar chart.

Now, create the line chart that will display vertically across the top of the bar chart. The first thing to do is to insert a new report header section beneath the existing one.

Right-click on the existing report header section and select Insert Section Below. This inserts a new report header called RHb. Now, insert a line chart into this new report header section. This opens the Chart Expert. On the Type tab of the Chart Expert, ensure that you’re creating a line chart, and then set the chart to display

(15)

Charting Part 6

horizontally. Setting the chart to display horizontally forces the X-axis to become the vertical axis, thus displaying the line chart in the same orientation as the bar chart.

  Figure 1 Initial Visualization with a Bar Chart

Navigate to the Data tab and use the Category Name fi eld for the On Change of option and the Revenue Goal fi eld for the Show Value(s) option. After a bit of formatting to remove unnecessary elements from the chart, you should have something similar to Figure 2.

(16)

Tip 56 Using Overlays with Complex Charting

right-click on the line chart and select Format Background. Set the foreground color to transparent rather than white and click on OK.

The last step is to overlay the line chart on top of the bar chart to create the fi nal visualization. Right-click on the RHa section (i.e., the one with the bar chart) and choose Section Expert. On the Common tab, select the Underlay Following Sections option. This forces the bar chart to display under the line chart. After a bit of formatting, you should have something similar to Figure 3.

(17)

Tip

57

Removing Decimals in

the X- and Y-Axis

You can help users better understand numeric values by removing unnecessary decimal places.

Sometimes the numeric data coming from your database is stored with additional decimal places, even when there is no value after the decimal. When including these numeric values in the X- and/or Y-axis of a chart, showing values after the decimal adds nothing to the interpretation of the visualization and can be confus-ing for users. SAP Crystal Reports makes it possible to remove these decimal places easily for the Y-axis, but not as easily for the X-axis.

And Here’s How ...

The numeric values in the following chart that are coming from the database have values after the decimal; however, there’s no need to display them, as they’re always zeroes. So we’re going to format the values to remove those decimal places shown in the X-axis in Figure 1.

There are two ways to change the format of the X-axis and, unfortunately, neither of them are exposed via the Format Editor. You cannot format a numeric value in the X-axis using the normal field-formatting capabilities.

(18)

Tip 57 Removing Decimals in the X- and Y-Axis

  Figure 1 Initial Visualization with Decimals in the X-axis

Default Numeric Formatting

In the fi rst option, change the default numeric formatting style. The X-axis of a chart uses the default styles for formatting the values. If you don’t mind impacting the global formatting of all numeric values displayed in SAP Crystal Reports to use no decimal places by default, then you can use this option.

Click on File • Options, which brings up the Options dialogue , where you can

navigate to the Fields tab. On this tab, you’ll see various buttons that allow you to modify the default formatting options for the String , Number , Currency , Date ,

Time , Date and Time , and Boolean fi elds. For our purposes, we want to modify the default numeric value , so click on the Number button. This brings up the For-mat Editor. Navigate to the Number tab and can select an option with no decimal places under the Style dropdown menu, such as the one shown in Figure 2. Click on OK to close the various dialogues and then refresh your report. You should see that the decimal places are removed from the numeric values in the X-axis.

(19)

Charting Part 6

Formula

If you don’t want to affect the global style for all numeric values, then you can use the second option: Create a formula that turns the number into a string. To do this, create a new formula fi eld by right-clicking on Formula Fields and selecting New. In the Formula Workshop dialogue, enter the following formula:

ToText ({auto_mpg_txt.mpg_continuous},0)

This formula will convert the MPG fi eld into a string and force the formatting to set the number of decimal places to zero.

Next, replace the database fi eld displayed in the chart with your new formula fi eld. To do this, use the Chart Expert, which you access by right-clicking on the chart and selecting the Chart Expert command. In the Chart Expert dialogue, remove the current fi eld in the On Change Of section of the chart by selecting the fi eld under the On Change Of heading and clicking the less than (<) sign. Insert the formula fi eld into the On Change Of section by selecting the formula fi eld and

Figure 2 

«

Changing the Default Numeric Style
(20)

Tip 57 Removing Decimals in the X- and Y-Axis

(21)

Tip

58

Formatting Dates in a Chart

You can help your readers understand reports more easily by ensuring that the dates displayed in your report follow the formats typically used by your organization.

Often when you return data in a report, it isn’t in the format you want to display. This is often the case with date fi elds, as they can be stored in a variety of formats depending upon the database or the application that inserted the data. If you dis-play date formats with which your users aren’t familiar, it creates confusion and potentially incorrect analysis of information. With SAP Crystal Reports 2011, it’s possible to format the dates in a chart to be displayed based on specifi c require-ments for each report. In this tip, we’ll show you multiple ways to change the format of a date fi eld in a chart.

And Here’s How ...

Let’s look at a chart that displays the list of store open dates for a retail store and provides a count of the number of stores opened for each time period. As you can see from Figure 1, the report currently shows the date in a format of 1/1/2011.

Figure 1 

«

Initial Chart with Default Date Format
(22)

Tip 58 Formatting Dates in a Chart

Default Date Format

The fi rst method to format the dates is to modify the default date format. You can do this by changing the default format for all dates that are displayed in any report built using SAP Crystal Reports. If this is an option, access the Options menu and then click on File • Options.

In the Options dialogue , click on the Date button and then navigate to the Date

tab. From here, you can modify the default date format. After changing the default date format, refresh your report to ensure that the new format is shown in your chart.

Numeric Axis Chart

If changing the default date format for all reports is not an option and you’re using a bar, line, or area chart for your visualization, then you can use a numeric axis chart instead.

To do this, open the Chart Expert by right-clicking on the chart and selecting Chart Expert. In the Chart Expert, navigate to the Type tab and select Numeric Axis. Be sure to select a date axis chart and then click on OK. This changes the chart type. You can now format the axis label by right-clicking on it in the chart and selecting

Format Axis Label. As shown in Figure 2, you can navigate to the Number tab and change the Date format.

Figure 2 

«

Date Format Options for Numeric Axis Chart
(23)

Charting Part 6

Base Chart off of Group

Another method is to base the chart off of a group. First, insert a group into the report based on the date fi eld you want to use in your report. Then insert a sum-mary fi eld for the measure you want to visualize. When inserting the sumsum-mary (in our case, a count of the number of stores), be sure to select the Add to all Group Levels option before clicking on OK.

You can now launch the Chart Expert and navigate to the Data tab. From here, click on the Group button as shown in Figure 3, and specify the group fi eld and summary fi eld to use for the chart. Format the date fi eld in the group with the date format you want to use to display the date.

  Figure 3 Chart Based Off of a Group and Summary Field

Base Chart off of Crosstab

Your fi nal option is to base the chart off of a crosstab rather than a group. To do this, you fi rst need to insert a crosstab into your report with the values you want to use for your visualization. Once you’ve inserted the crosstab, access the Chart Expert and navigate to the Data tab. As shown in Figure 4, select the fi elds you want to use for your chart. You have the additional option of subdividing your chart , based on the rows in the crosstab. You can then format the date fi eld in the

(24)

Tip 58 Formatting Dates in a Chart

(25)

Tip

59

Creating Visualizations

with Negative Values

When you create reports for analytical purposes, you may need to create charts that effec-tively display negative values. You can do this by modifying the scale of the report.

When creating visualizations that report off of numeric values, you need to include the potential to visually display negative numbers. This is helpful when creating visualizations that show inventory levels where there are backorders or negative profit margins. Including negative values in your visualizations properly takes some understanding of the available options in the Chart Expert. With SAP Crystal Reports, you can create these types of visualizations by modifying the scale of the chart, which we’ll explain in this tip.

And Here’s How ...

For this solution, we’ll create a report that contains a bar chart for displaying the change in the Consumer Price Index (CPI) for Atlanta, Georgia, from 2001 to 2011. The dataset currently has values for the year, the month within each year, and the CPI for each month. It doesn’t contain a value representing a change in the CPI. The first thing to do is create a formula field to calculate the change. Your formula should look like the following:

{Pivot_.CPI} - Previous({Pivot_.CPI})

With this formula field created, you can now create your visualization. For our purposes, we’ll create a group on the year and then insert a chart into a secondary

(26)

Tip 59 Creating Visualizations with Negative Values

  Figure 1 Initial Chart Missing Values

As you can see, we’re missing several values from the formula fi eld. One of the reasons for this is that the CPI can only be tracked for each month in the dataset. The other reason is because the bar chart only shows positive values.

To ensure that the chart shows negative values, you need to change the ranges for the axis. Right-click on the chart and choose Chart Expert. Once the Chart Expert dialogue is open, navigate to the Axes tab . As shown in Figure 2, turn off the Auto Range option and set a manual range. Select the Min and Max ranges that are appropriate for your data. For example, if your possible lowest value is -10, then you should set the Min to a value of -10.

(27)

Charting Part 6

After clicking on OK to close the Chart Expert dialogue, you’ll notice that your bar chart displays a zero line with bars going above and below the zero line. The next step is to apply a color change to the bars based on whether the value is above or below zero. Reopen the Chart Expert dialogue, but choose the Color Highlight tab. Click New to create a new condition and select the CPI Change

fi eld as the fi eld to evaluate. Set the evaluation to be less than a value of 0.00 and set Format Color to Red, as shown in Figure 3.

  Figure 3 Color Highlighting in the Chart Expert

The condition you just created will change the color of the bar to red if the visual-ized value is less than 0. You can now create a new condition to evaluate the same fi eld for a value greater than zero. After creating both conditions and exiting the Chart Expert, you’ll see that you have green and red lines based on the value of the CPI change fi eld.

Clean up the bar chart by turning off the gridlines; right-click on the Y-axis label and select Data (Y) Axis Options . In the Data (Y) Axis Settings dialogue, navigate to the Gridlines tab and turn off the Show Major Gridlines option. To clean the bar chart even further, set the chart frame border to be transparent so that only the zero line, X-axis line, and Y-axis line are displayed, as shown in Figure 4.

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Tip 59 Creating Visualizations with Negative Values

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?ALL, 242, 245

A

Accounts Receivable statements, 124 Add custom value, 243

Additional functions, 286, 292, 310 a href, 162, 164

Allow custom values, 253 Allow multiple values, 237 ALL value in parameter, 239 Alternating page headers, 14 Analysis, 127

Appearance and personalization, 299 Array, 95, 245

asmx, 172, 179, 180 ASP.NET web site, 167, 179 Attributes, 162

Auto Range option, 200 Average, 323 Average calculation, 86 Axes tab, 200 AZTN, 301

B

B, 162 Background color, 168 Bar chart, 182, 185, 186, 211 Bar chart and line chart, 190 Barcodes, 298, 301

Base chart off crosstab, 197 Base chart off group, 197 BIG, 162 BI inbox, 260 BI launch pad, 104 BR, 162 Build website, 180 Business processes, 102

C

Calendar, 119, 123, 259 Cascading Style Sheets, 166 CDate, 91

CDateTime, 91 CENTER, 162

Change group options, 18

Change subreport links, 26, 35, 45, 123, 251 Character spacing exactly, 59

Chart, 105, 107, 181, 211

Chart Expert, 106, 186, 193, 199, 212 Chart styles, 211

Checkbox, 52, 53

Checking for null values, 94 Checking for numeric values, 93

Checking for the existence of a partial text string, 94

Checking for the existence of text, 93 Checkmark, 132 Chelsea Technologies, 286, 289, 292, 295 CodeType, 302 Color-banded rows, 150 Color banding, 149 Color highlighting, 201 Color Highlight tab, 201

COM and .NET UFLs, 286, 289, 292, 295 Combo chart, 185

Comparison of a measure, 185 Complex charting, 188

Composite information view, 44 Concatenate, 61

Concatenating

(30)

Index Index

Conditional page header, 14 Confidential, 20

data, 19 text object, 20

Consumer Price Index (CPI), 199 Controlling values, 246

Conversions, 90 Count, 95 Cover page, 54 CR.COM, 273

Create custom value, 240

Create new parameter, 152, 156, 157 Create parameter, 154

Create reports from local XML documents, 170 Create running total field, 87

Creating operational reports, 98 Crosstab, 147 CrossTab Expert, 147 Crosstab top N, 148 CRUFLContents, 305 CRUFLFileManagement, 286 CRUFLFileManagement.dll, 286 CRUFLGrid, 292 CRUFLIndex, 305 CRUFLXML, 295 CrystalKiwi, 305 Crystal Reports, 275, 276 CrystalReports.com, 273, 274 Crystal Reports read only, 281 CrystalReportViewer, 168 CSS, 168 CSV, 279, 292 Currency, 192 CurrentLocale, 304 Custom functions, 215 Customize group name, 119 cViewMail, 289

D

Data, 302 Database, 326 Database Expert, 160, 174 Database files, 171 Data labels, 106 Data range, 200

Data type conversions, 90 Data (Y) axis options, 201 Data (Y) axis settings, 201 Date, 91, 192

Date and time, 192 DateDiff, 288 DatePart, 120, 122 DateTime, 91 DayOfWeek, 120, 122 Default.aspx, 168 Default date format, 195 Default formatting options, 218 Default numeric style, 193 Define, 261

Destination, 260 Detail, 137, 156

section, 149

Directed analysis, 127 Display parameter values, 236 Display string, 52

Display user values, 238 Distinct count, 323 DIV, 162 dlSoft, 300 DLU2Dbars, 301 Double, 91 DrillDownGroupLevel, 139, 140 Drilling, 105, 136, 321 Drill-through reporting, 136 Duplicate records, 47

Dynamic cascading parameters, 156 Dynamic cascading prompt, 158 Dynamic list of values, 237 Dynamic reports, 275

E

Earnings Statement, 112, 114 Edit Mask option, 247 Edit parameter, 240

Edit Parameter dialogue, 237, 244 Effective Excel exports, 264 Email, 260, 289

Enterprise, 258 Enterprise reporting, 97 Evaluation time, 217

(31)

Index Index

Events, 261

Events to trigger upon completion, 263 Events to wait for, 263

Excel, 264, 267, 269

export, 267

Explorer in the cloud, 271 Export, 264, 267, 279, 281, 295

report, 280

Export data to XML, 295 Exporting data to CSV, 292

Extending the design experience, 285

F

Field Explorer, 29, 174, 236 Field formatting, 57 Field interpreted as HTML, 161 Fields, 207, 208 FileManagementFileCopy, 287, 288 FileManagementFileDelete, 288 FileManagementFileExists, 287 File system, 260 Filters, 127

Find and delete parameters, 250 Find in formulas, 250 Fit section, 265 FONT, 162 Fonts, 207 Footers, 28 Form, 126 Format, 259 Best practices, 264 Format background, 190 Format Editor, 134, 218 Format field, 52, 160, 164 Format graphic, 132, 301 Format subreport, 31, 32 Formatting dates, 195 Formatting the chart, 106 Formula, 136

field, 136

workshop, 134, 149

Formula field, 293, 301, 323 Formulas, 90, 325

Front line managers, 102 Front line personnel, 98 FTP, 260

Funds Transfer Forms, 124

G

Global, 95, 115, 217 Goal line, 185 Gradual drill-down, 138 Graphic location, 302 GridCellClear, 293 GridCellLoadRawValue, 293 GridCellSave, 294 Gridlines, 106 Grids, 265 Grid UFL, 293 Group, 103 Group by, 120 Group Expert, 138 Group footer, 89, 142, 176 Group header, 17, 39, 89, 100, 101, 103, 117, 120, 130, 136, 141, 156, 176 GroupName, 130

Group Report Expert, 147

Group Sort Expert, 142, 143, 146, 254 Guided analysis, 127 Guidelines, 265

H

H1, 162 Headers, 28 Hide, 38, 137, 140 drill-down OK, 40 report sections, 15, 38

Hide (drill-down OK), 137 Hide (drill-down okay), 321 Hierarchy, 17, 156

Highlighting, 129

information, 128

(32)

Index Index Horizontal records, 50 HTML, 160, 162, 279 HTML anchor tag, 164 HTML tags, 160, 162 Hyperlinks, 163

Hyperlinks inserted into report, 165

I

IDAutomation, 298

IDAutomation_SUni_XL, 299 IDAutomation_Uni_C128C, 299 Ignoring zero values, 87 Import XML transform, 279 Improving report performance, 313 Inbox, 260

Include negative values, 199 Index, 306 IndexEntryClear, 306 IndexEntrySave, 306 IndexEntryStore, 306 Indexes, 323 Informative text, 133 INI, 310

In-line bar chart, 182, 184 In place, 31

Insert subreport, 22, 25, 34, 45 InStr, 94

InStrRev, 94

Interactive analysis, 275 Interactive report elements, 127 Interpret text as HTML, 163 Invoice, 124 IsNull, 94, 176

J

Join, 238 JXDM, 279

K

Keep group together, 18

L

Labels, 58, 109, 111, 307 Landscape, 119

Languages, 260

Latest report changes, 315 Layout, 264 Leading zeroes, 69 Left, 63 Line chart, 185, 188, 189 Linked subreports, 25 Listing, 115 List of values, 99, 125, 241 LiveOffice, 275, 277 add-on, 275

Live Office Insert Wizard, 276 Load template, 213

Local, 115, 288 Locales, 304 LocalLookup, 303

Long-term strategic reports, 105 Long-term trends, 105

Look up, 303, 304 Look up text, 303

M

Mailing Label Report Wizard, 109, 110, 307 Main report, 44

with two subreports side-by-side, 46

Main report preview, 167 MakeArray, 245

Manage XML exporting, 279

formats, 279, 280

Map Fields dialogue, 308 Match type, 309 Max, 200 Median, 136 Metrics, 102, 105 Microsoft Excel, 270 (97 – 2003), 267 (97 – 2003) Data-only, 268 Workbook data-only, 259, 269

Microsoft Office documents, 275 Microsoft Word, 109, 275 Min, 200

(33)

Index Index

Minimum, 87

Modify the default numeric value, 192 Monitoring report performance, 313 Month, 122

More data sources, 288 Multiple context, 105 Multiple page headers, 14

N

Negative values, 199 New page after, 55 Non-zero values, 86 Nth day of the month, 259 Number, 192

Number converted to words, 92 Number of records, 317 Numbers to text, 92

Number to date conversion, 91 Numeric axis chart, 196 Numeric fields, 69 NumericText, 93

O

Object properties, 278 Object size and position, 265 Office 2007, 269

Offload, 322 On-demand, 31

subreport, 32

Open from repository, 278 Operational report, 98, 99 Options, 218 Options dialogue, 192, 196 Orientation, 105 Outlook, 311 Outlook.exe, 312 Overlays, 188

P

Page, 55 Parameter, 99, 127, 144, 152, 157, 235 field, 101, 125, 144, 152, 156, 235, 236, 240, 247 panel, 247 value, 243 value masks, 246

Parameter edit mask options, 248 Passing data between subreports, 34 Paycheck, 112

PDF, 114

Performance Information dialogue, 314 Performance timing, 314

Perform grouping on server, 322, 326 Picture, 131, 301

Precisely formatted, 97 Printing, 14

Print state, 217 Processing, 315 Prompt group text, 125 Prompts, 259

Publish report as a web service, 178, 179 Purchase orders, 124

Q

QR code, 300 image, 301

R

Rank, 141, 147 Rank in a crosstab, 147 Ranking, 144, 253 parameter, 145 Read only, 281 Read-only reports, 281 RecordNumber, 293

Record Selection Formula, 101, 104, 122 Record Selection Formula Editor, 154 Recurrence, 259

Reducing the amount of information, 128 Refresh all objects, 278

(34)

Index Index

ReplicateString, 183 Report custom function, 215 Report definition, 252, 315 Report footer, 177 Report header, 105, 177 Report header template, 29 Report index, 305, 306 Report layout, 13 Report options, 323 Report preview, 167 Report Wizard, 23 Reposition images, 132 Repository, 257

Request for disability forms, 124 Reset page number after, 55 Right, 63 Round, 183 rptr, 281 Rulers, 265 Running totals, 87, 323

S

SAP BusinessObjects, 104 SAP BusinessObjects BI, 258

platform, 258, 274, 276

SAP BusinessObjects BI launch pad, 258 SAP BusinessObjects Central Management

Console, 261

SAP BusinessObjects Edge, 258 SAP BusinessObjects Explorer, 270 SAP BusinessObjects LiveOffice, 275, 277 SAP BusinessObjects OnDemand, 270 SAP Crystal Reports

for Visual Studio 2010, 166 standalone viewer, 271 template, 167 viewer, 270

SAP Crystal Server, 258 Save as, 273 Save as template, 213 Saved data, 315 Save to repository, 278 Schedule, 259, 261, 263 Scheduling, 258 Schema, 171 Section Expert, 15, 20, 38, 40, 55, 111, 137, 139, 149, 190, 321

Select data in subreport based on field, 27 Select distinct records, 48

Select Expert, 125 Selection formulas, 101, 104, 122, 154, 207, 245, 317, 318 SendMailUFL, 289 Separated values (CSV), 269 Series, 106 Series options, 186 SetClipboardText, 312 Set CSS class, 168

Set datasource location, 307

dialogue, 307

Set the text interpretation, 161 Setup, 119

Shared, 217

Sharing data between reports, 25 ShellExecute, 311, 312

Short-term strategic objectives, 102 Short-term strategic reports, 102 Show major gridlines, 201 Side-by-side reports, 44 Single value selection, 243 Size and position, 265 SMALL, 162 Smart tag, 168 SMTPMsgBody, 290 SMTPMsgClear, 290 SMTPMsgSaveOutbox, 290 SMTPMsgSendOutbox, 291 Solution Explorer, 168 Sort, 147

Sorted and ranked crosstab, 148 Sorted group header, 142 Sort Expert, 148 Sorting, 141 Sorts, 127 SPAN, 162

Span a single section, 58 Span multiple sections, 60 Special fields, 54

Split, 114 SQL, 323

(35)

Index Index

expressions, 325, 326

Standard Report Creation Wizard, 23, 206 STRIKE, 162

String, 192

Strings with different formats, 61 StringVar, 117, 288, 290, 311 Style, 168 of the report, 166 Sub-divide chart, 197 Subreport, 107, 108 options, 42 Subreports, 22, 25, 26, 28, 29, 31, 44 as templates, 28 Sum, 126, 130 Summary, 141 Supported HTML attributes, 162 Supported HTML tags, 162 Suppress, 38, 48, 105, 118, 119, 132, 137, 139, 140 blank subreport, 41 duplicate rows, 47 no drill-down, 51 page header, 15 report sections, 38 Switch to fields, 276 System events, 262

T

Table of Contents, 115, 118, 306 Tags, 162 Template Expert, 206, 210 Templates, 109, 204, 208, 307 Text interpretation, 165 Text object, 124 Text to numbers, 92 Time, 91, 192 ToNumber, 92 Toolbox, 168 Tool tip, 133 text, 134 Top N, 107, 143, 144, 148, 253, 323 reports, 253 ToWords, 92 TR, 162

Tracking over time, 185 Triggers, 261 Type conversions, 90 Types of reports, 97

U

U21win32, 310 UBound, 66, 95 UFL, 285, 289, 292, 295, 298, 300, 303, 305, 310, 311

Underlay following sections, 20, 60 Universe query, 275 Unlinked subreports, 22 Update, 308 UpperCase, 62 Use a formula, 89 Use editor, 216

Use export options defined in the report, 260

Use extractor, 215

Use formula as group name, 119 Use indexes or server for speed, 323 User-filtered values, 236

User function libraries, 217

User function libraries (UFL), 285, 310 User parameters, 239

Use web service data source, 173

V

Value options, 247, 253 Variable, 66

Variations in values, 185 Vertical alignment, 65

Vertical field spanning multiple sections, 60 Vertical text fields, 58, 59

View in browser, 180 Visual indicators, 131 Visual information, 105

(36)

Index Index

W

Watermarks, 19

Web-based data formats, 159 Web-based viewer, 274

Web-enabled data structures, 159 Web Service Definition Language, 172 Web services, 170, 172, 173, 174, 178 Web technology, 159

WhilePrintingRecords, 293, 296 Wildcards as a parameter value, 241 Windows variables, 310 World Label, 307 WSDL, 172, 173

X

X-axis, 192, 201 XBRL, 279 xlsx, 269 XML, 170, 171, 172, 175, 176, 177, 279, 295, 296, 304 export options, 280 transform (XSL), 279

XML and web services, 172

data source, 173 XMLFileCloseheader, 297 XMLFileCreateheader, 296 XMLFileEndGroup, 296 XMLFileStartGroup, 296 XMLFileWriteTag, 296 XSL, 279 Xunit, 302

Y

Y-axis, 201 Year, 62, 122

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