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Crystal Reports® 2011 for Developers: Report Design and Integration

Book Description

Crystal Reports 2011 is a powerful software tool for turning raw data into corporate decision-making information. End-users and report developers alike use Crystal Reports to extract and format information, and Crystal Reports is one of the most popular packages for corporate reporting. As powerful as it is, Crystal Reports is not known for having a gentle learning curve--in fact, many new users can find the task of extracting what they need from the program a daunting one. Fortunately for these new users, there's CRYSTAL REPORTS 2011 FOR DEVELOPERS: REPORT DESIGN AND INTEGRATION. Covering Crystal Reports 2011, Crystal Reports for Enterprise XI 4.0, Crystal Reports for Visual Studio 2010, and Crystal Reports for Eclipse, CRYSTAL REPORTS 2011 FOR DEVELOPERS: REPORT DESIGN AND INTEGRATION provides a solid introduction for any report or application developer just getting started with Crystal Reports. This book even includes chapters on integrating Crystal Reports into a .Net or Java application and the new SAP Crystal Reports for Enterprise platform and design environment. Going beyond the sample reports that ship with the product, CRYSTAL REPORTS 2011 FOR DEVELOPERS: REPORT DESIGN AND INTEGRATION is filled with step-by-step essentials and real-world examples, showing readers how to take full advantage of Crystal Reports key features so that they can create information-rich, quality reports from their own data and integrate them into their own applications. Many of the chapters include exercises to give you additional practice in each area covered in the chapter. The files that correspond with the exercises can be downloaded from www.courseptr.com/downloads.

Table of Contents

  1. Copyright
    1. Dedication
  2. Acknowledgments
  3. About the Author
  4. Introduction
    1. The Purpose of This Book
    2. How This Book Is Organized
    3. The Target Audience
    4. System Requirements
      1. Data Sources
      2. Operating Systems and Disk Space
    5. Sample and Exercise Files Downloads
  5. I. Using Crystal Reports 2011
    1. 1. Introduction to Crystal Reports
      1. Introduction
      2. What’s New in Crystal Reports
        1. Crystal Reports 2011
        2. Crystal Reports for Visual Studio 2010 .Net
        3. Crystal Reports Enterprise XI 4.0
      3. Crystal Reports for Java Developers
      4. Summary
    2. 2. Getting Started
      1. Gathering Report Requirements
      2. Customizing the Environment
        1. The Layout Tab
        2. Grid Options
        3. The Database Tab
        4. The Formula Editor Tab
        5. The Reporting Tab
        6. The Fields Tab
        7. The Fonts Tab
      3. Using the Start Page
      4. Using the Database Expert Window
      5. Exploring the Design Window
        1. The Standard Toolbar
        2. The Formatting Toolbar
        3. The Insert Toolbar
        4. The Expert Toolbar
        5. The Navigation Toolbar
      6. Exploring the Report Design Tab
        1. The Preview Tab
        2. Report Sections
      7. Exploring the Explorers
        1. The Field Explorer
        2. The Report Explorer
        3. The Repository Explorer
        4. Using the Workbench
        5. Browsing the Dependency Checker
      8. Summary
    3. 3. Creating a Report
      1. Creating an Example Report
      2. Inserting Fields into a Report
      3. Saving a Report
      4. Previewing Your Report
      5. Working with Objects
      6. Moving Objects
      7. Aligning and Sizing Objects
      8. Using the Report Wizard
      9. Summary
      10. Exercises
        1. Exercise 1
    4. 4. Formatting and Organizing Reports
      1. Inserting a Group
      2. Exploring the Options Tab of the Insert Group Dialog Box
        1. The Customize Group Name Field
        2. Keep Group Together
        3. New Page after Visible Groups
        4. Repeat Group Header on Each Page
      3. Inserting Groups Using the Group Expert
        1. Modifying an Existing Group
        2. Deleting a Group
      4. Record-Level Sorting
      5. Using the Sort Control Feature
      6. Using Summary Fields
        1. Inserting Summaries
        2. Summary Percentages
        3. Inserting Summaries with a Field Selected
        4. Editing a Summary
      7. Running Totals
        1. Summary Field
        2. Evaluate Section
        3. Reset Section
      8. Drill-Down Summary Reports
      9. Summary
      10. Exercises
        1. Exercise 1
        2. Exercise 2
        3. Exercise 3
    5. 5. Working with Margins and Sections
      1. Setting Margins
        1. Setting the Page Orientation
        2. Setting the Report to Use No Printer
      2. Using the Section Expert
        1. The Common Tab of the Section Expert
        2. The Paging Tab of the Section Expert
        3. The Color Tab of the Section Expert
        4. The Layout Tab of the Section Expert
      3. Inserting Multiple Sections
        1. Merging Sections
        2. Deleting Sections
        3. Splitting a Section
      4. Summary
      5. Exercises
        1. Exercise 1
    6. 6. Formatting Fields
      1. The Common Tab
      2. The Border Tab
      3. The Font Tab
      4. The Paragraph Tab
      5. The Hyperlink Tab
      6. Formatting Options Specific to the Datatype
        1. The Number Tab
        2. The Boolean Tab
        3. The Date and Time Tab
      7. Creating Barcodes
      8. Customizing Your System
      9. Summary
      10. Exercises
        1. Exercise 1
    7. 7. Filtering and Analyzing Data
      1. Working with Multiple Tables
        1. Aliases
        2. Joins
        3. Using the Links Tab of the Database Expert Window
        4. Link Options
      2. Selecting Records Using the Select Expert
        1. Deleting Record Selection Criteria
        2. Group Selection
      3. Using Saved Data
        1. Setting Indexes for Saved Data
      4. Previewing a Sample Dataset
      5. Working with Parameters
        1. Creating a Parameter
        2. Creating Dynamic Parameters
        3. Using Cascading Parameters
        4. Setting the Parameter Order
      6. Using the Find Panel
      7. Summary
      8. Exercises
        1. Exercise 1
        2. Exercise 2
    8. 8. Understanding Formulas, Functions, and Expressions
      1. Understanding Formulas
      2. Creating Formulas
        1. Exploring the Formula Editor Window
          1. Workshop Tree
          2. Fields Tree
          3. Function Tree
          4. Operator Tree
          5. Formula Text Area
          6. Find Results Window
      3. Creating a Simple Formula
        1. Sizing Limitations
        2. Number Formulas
          1. Using Operators in a Number Formula
        3. String Formulas
          1. Join Function
        4. If Then Else Control Structure
        5. Case Statements
        6. Switch Function
        7. Null Values
        8. The DateTime Functions
        9. Evaluation Times
      4. Understanding Variables
        1. Declaring a Variable
          1. Crystal Syntax
          2. Basic Syntax
        2. Syntax Scopes
        3. Assigning a Value to a Variable
        4. Using the Variable in a Formula
        5. Manual Running Totals
      5. Working with SQL Commands
        1. Adding Parameters to a SQL Command
      6. Creating Custom Functions
      7. Using the Formula Extractor to Convert Existing Formulas
      8. Using Web Elements
      9. Using SQL Expressions
        1. Creating a SQL Expression
      10. Summary
    9. 9. Creating Complex Reports
      1. Using Subreports
        1. When to Use Subreports
        2. Unlinked Subreports
        3. The Subreport Tab of the Insert Subreport Dialog Box
        4. Linked Subreports
        5. Modifying the Links
        6. Editing a Subreport
        7. Formatting a Subreport
      2. Creating Crosstab Charts
        1. Inserting a Crosstab Chart
        2. The Cross-Tab Tab
          1. Cross-Tab Section of the Cross-Tab Tab
        3. Modifying a Crosstab Chart
        4. Changing Summarized Fields
        5. The Style Tab of the Cross-Tab Expert
        6. The Customize Style Tab of the Cross-Tab Expert
        7. Additional Crosstab Options
      3. Inserting a Chart
      4. Working with Charts
        1. Determining Chart Layout on the Data Tab
          1. Advanced Layout
          2. Group Layout
          3. Cross-Tab Layout
          4. OLAP Layout
        2. The Axes Tab of the Chart Expert
        3. The Options Tab of the Chart Expert
        4. The Color Highlight Tab of the Chart Expert
        5. The Text Tab of the Chart Expert
        6. Creating a Chart
        7. Formatting a Chart
        8. Formatting Your Chart’s Background
      5. Loading a Template
        1. Saving Your Chart as a Template
      6. Using Report Alerts
        1. Creating a Report Alert
      7. Summary
    10. 10. Setting Report Options and Exporting Reports
      1. Setting Reporting Options
      2. Evaluating Performance Information
      3. Report Design and Performance Considerations
      4. Setting the Print Date and Time
      5. Exporting Options and Settings
        1. Export Formats
        2. Export Destinations
        3. Report Export Options
      6. Summary
    11. 11. Crystal Reports .Net Visual Studio 2010 Introduction
      1. Preparing to Install Crystal Reports .Net Visual Studio
        1. Supported Operating Systems (Design and Runtime)
        2. 64-Bit Limitations
        3. Supported Assemblies
        4. Supported Frameworks
      2. Installing Crystal Reports .Net
        1. Installing the Help Files
        2. Installing the Update Service
      3. Reviewing Crystal Reports .Net’s New Features
        1. SAP Crystal Reports Read-Only (RPTR) Format
        2. Microsoft Excel (xlsx) Format
      4. Choosing an Object Model
      5. Embedded vs. Non-Embedded Reports
      6. Touring the Crystal Reports User Interface
        1. ViewerCore Class
      7. Working with Crystal Reports .Net for Visual Studio 2010
        1. Using the WPF Viewer
        2. Working with the CrystalReportsViewer
      8. Creating a Report
      9. Working with Parameters
      10. Exporting a Report
        1. Limiting Export Formats Using CrystalReportsViewer
      11. Summary
    12. 12. Introduction to Crystal Reports for Eclipse
      1. New Features of Eclipse
      2. New SDKs in Crystal Reports for Eclipse
        1. Crystal Reports Java SDK (12.0)
        2. Viewers.Java.SDK (12.0)
        3. Crystal Reports Designer Extension Points SDK (12.0)
        4. Java Reporting Component SDK (11.8)
        5. Java Reporting Component SDK (11.5)
      3. Touring the Eclipse Report Designer Window
      4. Creating a New Java Web Application
      5. Connecting to a Data Source
      6. Creating a Data Source Using a SQL Statement
      7. Creating a JSP Page
      8. Using Parameters
      9. Inserting Groups
      10. Inserting Summaries
      11. Inserting Formulas
      12. Summary
  6. II. Introduction to SAP Crystal Reports for Enterprise XI 4.0
    1. 13. Introduction to Crystal Reports for Enterprise XI 4.0
      1. Migrating Reports to Enterprise
      2. Creating a Universe with the Information Design Tool
        1. Securing the Connection
        2. Creating a Data Foundation
        3. Creating a Business Layer
        4. Publishing the Universe
      3. SAP Crystal Reports for Enterprise Start Page
        1. Customizing the Environment
        2. Designer Tab
        3. Design Canvas Tab
        4. Formula Editor
        5. General Settings
        6. Network Settings
      4. Connecting to a Data Source
        1. Creating a Report
      5. Exploring the Crystal Reports Enterprise User Interface
        1. Using the Toolbars
        2. Using the Ribbon Tabs
        3. Using the Format Tab
        4. Using the Data Tab
        5. Using the Data Explorer
        6. Using the Views
        7. Using the Sections
        8. Using the Smart Guidelines
      6. Summary
    2. 14. Formatting and Organizing Reports
      1. Formatting Fields
      2. Using the Format Result Object Element
        1. The General Page
        2. The Font Page
        3. The Appearance Page
        4. The Paragraph Page
        5. Numeric Formatting Options
        6. Boolean Type Formatting Options
      3. Conditional Formatting
      4. Working with Groups
        1. Creating a Group
        2. Editing a Group
        3. Creating a Custom Group
          1. Customizing the Group Name
          2. Creating a Hierarchical Group
          3. Creating a Group Sort
          4. Formatting Group Header
      5. Using Insert Summaries
      6. Filtering Records
      7. Using Record Sort
      8. Summary
  7. A. Formula Functions
    1. Date and Time Functions
      1. Date Functions
      2. Time Functions
      3. The DateTime Function
      4. DateValue Functions
      5. TimeValue Functions
      6. DateTimeValue Functions
      7. Date Ranges
    2. Document Property Functions
    3. Math Functions
    4. String Functions