Crystal Reports XI: Official Guide

book cover
Crystal Reports® XI: Official Guide
By Neil FitzGerald, James Edkins, Annette Jonker, Michael Voloshko
Publisher: Sams
Pub Date: November 05, 2006
Print ISBN-10: 0-672-32917-4
Print ISBN-13: 978-0-672-32917-3
Pages: 960

Table of Contents  | Index

The authorized guide to the latest edition of the #1 business intelligence software product - Crystal Reports. More than 16 million licenses of Crystal Reports have been shipped to date.  This book is a reference designed to provide hands-on guidance for the latest release of the product suite. The latest version of Crystal Reports and the Business Objects enterprise reporting suite delivers vast product enhancements and a tighter integration that will drive upgrades from licensees. Brand new features (e.g. Dynamic and Cascading Parameter Generation) will also appeal to new audiences. Over 1 million new Business Intelligence licensees will be migrating to the Crystal Enterprise Reporting platform, as this is the first release of the software with the existing Business Objects (BO) products being integrated into the Crystal infrastructure. As Business Objects insiders, the authors bring unique and valuable real-world perspectives on implementations and uses of the Crystal Reports product. The book also includes content, tutorials and samples for reporting within the Microsoft Visual Studio.NET and J2EE development environments and also on top of the SAP Business Information Warehouse (BW) and the Peoplesoft platform. Advanced content on report distribution and integration into the secured managed reporting solution known as Business Objects Enterprise XI, is also now included in this definitive user guide with coverage on the new Web Services SDK.

book cover
Crystal Reports® XI: Official Guide
By Neil FitzGerald, James Edkins, Annette Jonker, Michael Voloshko
Publisher: Sams
Pub Date: November 05, 2006
Print ISBN-10: 0-672-32917-4
Print ISBN-13: 978-0-672-32917-3
Pages: 960

Table of Contents  | Index

   About the Lead Author
   About the Contributing Authors
   We Want to Hear from You!
      Introduction to Information Delivery
      Spectrum of Business Objects Product Usage
      Spectrum of BI Tool Users
      The Product Family from Business Objects
      What Is in This Book
      Equipment Used for This Book
    Part I:  Crystal Report Design
          Chapter 1.  Creating and Designing Basic Reports
      Introducing the Crystal Reports Designer
      Understanding Data and Data Sources
      Introduction to the Database Expert
      Adding Database Objects to Your Report
      Joining Database Objects Together
      Understanding the Different Join Types
      Using the Report Creation Wizards
      Getting Started with the Report Wizards
      Using the Standard Report Creation Wizard
      Creating a Report Without Wizards
      Crystal Reports in the Real WorldHTML Preview
      Crystal Reports in the Real WorldSQL Commands
          Chapter 2.  Selecting and Grouping Data
      Understanding Field Objects
      Working with Groups
      Understanding Drill-down Reports
      Crystal Reports in the Real WorldGroup on a Formula
          Chapter 3.  Filtering, Sorting, and Summarizing Data
      Filtering the Data in Your Report
      Learning to Sort Records
      Working with the Sort Expert
      Creating Effective Summaries
      Crystal Reports in the Real WorldNesting Formulas
          Chapter 4.  Understanding and Implementing Formulas
      Using the Formula Workshop
      Using the Workshop Formula Editor
      Creating Formulas with the Formula Expert
      Using the Formula Extractor to Create Custom Functions
      The Multi-Pass Reporting Process of the Crystal Reports Engine
      Crystal Reports in the Real WorldCustom Functions
          Chapter 5.  Implementing Parameters for Dynamic Reporting
      Understanding the Value of Parameters
      Creating and Implementing Parameters Fields
      Using Parameters with Record Selections
      Using Parameters with Top/Bottom N Group Selections
      Creating and Implementing Dynamic and Cascading Parameters
      Crystal Reports in the Real WorldCustom Filtering
    Part II:  Formatting Crystal Reports
          Chapter 6.  Fundamentals of Report Formatting
      Positioning and Sizing Report Objects
      Modifying Object Properties for Formatting Purposes
      Exploring the Format Editor Dialog Common Options
      Combining and Layering Report Objects
      Configuring Report Page and Margin Properties
      Crystal Reports in the Real WorldExporting Options
      Crystal Reports in the Real WorldReferencing External Resources
          Chapter 7.  Working with Report Sections
      Formatting Report Sections
      Modifying Report Section Properties
      Using Multiple Report Sections
      Crystal Reports in the Real WorldAdvanced Formatting
          Chapter 8.  Visualizing Your Data with Charts and Maps
      Using the Chart Expert
      Using the Map Expert
      Modifying Chart and Map Properties
      Crystal Reports in the Real WorldComplex Charts
          Chapter 9.  Custom Formatting Techniques
      Making Presentation-Quality Reports
      Common Formatting Features
      Working with ToolTips
      Lines and Boxes
      Creating a Vertical Text Watermark
      Conditional FormattingUsing Data to Drive the Look of a Report
      Report-to-Report Linking
      Crystal Reports in the Real WorldAdvanced Charting
    Part III:  Advanced Crystal Report Design
          Chapter 10.  Using Cross-Tabs for Summarized Reporting
      Introduction to Cross-Tabs
      Benefits of Cross-Tabs
      Using the Cross-Tab Wizard
      Using Top N with Cross-Tabs Reports
      Using Advanced Cross-Tab Features
      Crystal Reports in the Real WorldAdvanced Cross-Tabs
          Chapter 11.  Using Record Selections and Alerts for Interactive Reporting
      Creating Advanced Record Selection Formulas
      Adding Alerting to Your Reports
      Performance Monitoring and Tuning
      Dynamic Cascading Prompts
      Crystal Reports in the Real WorldWeb Report Alert Viewing
          Chapter 12.  Using Subreports for Advanced Reports
      Introduction to Subreports
      Understanding Linked Versus Unlinked Subreports
      Considering Subreport Execution Time and Performance
      Using Variables to Pass Data Between Reports
      Emulating Nested Subreports
      Crystal Reports in the Real WorldMultiple Subreports
          Chapter 13.  Using Formulas and Custom Functions
      Choosing a Formula Language: Crystal Versus Basic Syntax
      Using Brackets in Formulas
      Using Characters in Formulas
      Recent Improvements to Formulas
      Crystal Reports in the Real WorldCustom Functions
          Chapter 14.  Designing Effective Report Templates
      Understanding the Importance of Reuse in Reporting
      Understanding Report Templates
      Using Report Templates
      Using Existing Crystal Reports as Templates
      Understanding How Templates Work
      Creating Useful Report Templates
      Using Template Field Objects
      Using Report Templates to Reduce Report Creation Effort
      Applying Multiple Templates
      Crystal Reports in the Real WorldStandardized Templates
          Chapter 15.  Additional Data Sources for Crystal Reports
      Understanding the Additional Crystal Reports Data Sources
      Connecting to COM or .NET Data Sources
      Connecting to an ADO.NET XML Recordset
      Connecting to Java-Based Data Sources
      Connecting to XML Data Sources
      Introduction to the Integration Kits
      SAP Integration Kit
      Peoplesoft Integration Kit
      Siebel Integration Kit
      Baan Integration Kit
      Crystal Reports in the Real WorldLeveraging XML as a Data Source
          Chapter 16.  Formatting Multidimensional Reporting Against OLAP Data
      Introduction to OLAP
      OLAP Concepts and OLAP Reporting
      Recently Added or Changed OLAP Features in Crystal Reports
      Using the OLAP Report Creation Wizard and OLAP Expert
      Advanced OLAP Reporting
      Introduction to OLAP Intelligence
      Crystal Reports in the Real WorldOLAP Summary Report with Drill-down
    Part IV:  Enterprise Report DesignAnalytic, Web-Based, and Excel Report Design
          Chapter 17.  Introduction to the BusinessObjects XI Repository
      Exploring the BusinessObjects Repository
      Migration of the BusinessObjects Repository
      Sharing Components in the Repository
          Chapter 18.  Using a Semantic LayerBusiness Views and Universes
      Introduction to Semantic Layers
      Why Use a Semantic Layer
      Introduction to Business Views
      Introduction to Universes
      Universes and Deployment
      Differences in How CR/WebI Use Universes
      Differences with Business Views and Universes
          Chapter 19.  Creating OLAP Intelligence Reports
      Introducing OLAP Intelligence
      Accessing OLAP Data with OLAP Intelligence
      Designing OLAP Intelligence Reports and Applications
      Adding OLAP Intelligence Objects to a Report
      Advanced OLAP Intelligence Designer Tools
      Custom Calculations and Advanced Data Analysis
      Setting Report Options
          Chapter 20.  Introduction to Web Intelligence
      What Is Web Intelligence?
      Reporting Paradigm
      Report Anatomy
      On-Report Analysis
      Report Variables and Formulas
      Synchronizing Data from Multiple Data Providers
          Chapter 21.  Using Reports Explorer for Ad Hoc Web Reporting and Microsoft Integration
      Introducing Ad Hoc Reporting Conceptually
      Introducing the Crystal Reports Explorer Application
      BusinessObjects Live Office Add-in
    Part V:  Web Report DistributionUsing BusinessObjects Enterprise and Crystal Reports Server
          Chapter 22.  Introduction to Crystal Reports Server
      What Is Crystal Reports Server?
      Crystal Reports Server Architecture
      Crystal Reports Server Applications
      Crystal Vision
          Chapter 23.  Introduction to BusinessObjects Enterprise
      What Is BusinessObjects Enterprise?
      Why Implement a BusinessObjects Enterprise Solution?
      Versions of BusinessObjects Enterprise
      Understanding the Core Functions of BusinessObjects Enterprise
          Chapter 24.  Using InfoView
      Installing InfoView
      Using BusinessObjects InfoView
      Customizing InfoView
          Chapter 25.  BusinessObjects Enterprise Architecture
      BusinessObjects Enterprise Architecture Overview
      The Client Tier
      The Application Tier
      The Server Tier: Introduction to the BusinessObjects Enterprise Framework
      The Server Tier: Overview of the BusinessObjects Enterprise Services
      The Data Tier
      The BusinessObjects Enterprise Architecture in Action
      Taking Advantage of the BusinessObjects Enterprise Distributed Architecture
      Extending BusinessObjects Enterprise
          Chapter 26.  Planning Considerations When Deploying BusinessObjects Enterprise
      Ensuring a Successful BusinessObjects Enterprise Implementation
      Approaching the Project
      Identifying Business Pain
      Establishing Project Requirements
      Understanding Organizational Reporting Requirements
          Chapter 27.  Administering and Configuring BusinessObjects Enterprise
      Using the Central Management Console
      Managing Accounts
      Managing Content
      Managing BusinessObjects Enterprise Servers
      Managing BusinessObjects Enterprise System Settings
      Using the Central Configuration Manager
    Part VI:  Customized Report DistributionUsing Crystal Reports' Components
          Chapter 28.  Java Reporting Components
      Overview of the Crystal Reports Java Reporting Component
      Understanding the Java Reporting Components Architecture
      Differences with the Java Reporting Engine
      Configuring the Application Server
      Delivering Reports in Web Applications
      Using the Crystal Tag Libraries
      Exporting Reports to Other File Formats
      Printing Reports from the Browser
      Common Programming Tasks
      Developing with a Visual Development Environment
          Chapter 29.  Crystal Reports .NET Components
      Understanding Microsoft's .NET Platform
      Understanding the Different Crystal .NET Components
      An Overview of the Crystal Reports XI .NET Components
      The Report Designer
      The Report Engine Object Model
      Delivering Reports with the Windows Forms Viewer
      Delivering Reports with the Web Forms Viewer
      Database Credentials
      Setting Parameters
      Understanding the Report Application Server Bridge
      Creating a Crystal Report Web Service
    Part VII:  Customized Report DistributionUsing BusinessObjects Enterprise and Crystal Reports Server
          Chapter 30.  Using the BusinessObjects Enterprise APIs
      Choosing the Right Integration Approach
      The BusinessObjects Enterprise SDK
      BusinessObjects Enterprise SDK Object Model
      Querying the InfoStore
      Report Browsing Using InfoObject Queries
      Creating Objects and Capturing Their IDs
      Deleting Objects
      Scheduling Reports
      Users and Group Management
      Using Reports As a Datasource
      Where to Go from Here
          Chapter 31.  Using the Web Components
      URL Reporting
      JavaServer Faces
      BusinessObjects Enterprise XI .NET Server Controls
      Portal Integration Kits
          Chapter 32.  Using the Web Service's SDK
      The Next Generation of Web Services
      BI Web Services in the Real World
      Configuring the Unified Web Services (UWS) Server
      Building UWS Client Applications
      Building an UWS SDK Portal
          Chapter 33.  BusinessObjects EnterpriseCustomizing the Crystal Reports Viewers
      Viewing Reports over the Web
      Introduction to the Crystal Report Viewers
      Understanding the Report Source
      Implementing the Page Viewer
      Implementing the Part Viewer
      Implementing the Interactive Viewer
      Implementing the Grid Viewer
      Using the Export Control to Deliver Reports in Other Formats
          Chapter 34.  Crystal Report Modification and Creation APIs
      Deploying RAS Environments
      Installing the RAS SDK
      RAS Exception Handling
      The RAS SDK in Action
    Part VIII:  Web Chapters
          Chapter 35.  COM Reporting Components
      Understanding the Report Designer Component
      Building Reports with the Visual Basic Report Designer
      Programming with the Report Engine Object Model
      Delivering Reports Using the Report Viewer
      Using the Object Model to Build Batch Reporting Applications
          Chapter 36.  Deploying BusinessObjects Enterprise in a Complex Network Environment
      Understanding Network Protocols
      Understanding Firewall Types
      Configuring the BusinessObjects Enterprise Architecture for Your Network Environment
      Interaction Between the WCS and the WC
      Deploying BusinessObjects Enterprise with an IP Packet Filtering Firewall
      Using BusinessObjects Enterprise with NAT
      Exploring the NAT and Crystal Enterprise Relationship
      BusinessObjects Enterprise and Proxy Servers
        Appendix A.  Using SQL Queries in Crystal Reports
      Review of SQL Commands
      An Introduction to SQL