Crystal Reports XI Official Guide

ISBN: 0672329174
EAN: 2147483647

Year: N/A
Pages: 365

Authors: Neil Fitzgerald, et al.

BUY ON AMAZON

Crystal Reports XI: Official Guide
Table of Contents
Copyright
About the Lead Author
About the Contributing Authors
Acknowledgments
We Want to Hear from You
Foreword
Introduction
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
Troubleshooting
Crystal Reports in the Real WorldHTML Preview
Crystal Reports in the Real WorldSQL Commands
Chapter 2. Selecting and Grouping Data
Introduction
Understanding Field Objects
Working with Groups
Understanding Drill-down Reports
Troubleshooting
Crystal Reports in the Real WorldGroup on a Formula
Chapter 3. Filtering, Sorting, and Summarizing Data
Introduction
Filtering the Data in Your Report
Learning to Sort Records
Working with the Sort Expert
Creating Effective Summaries
Troubleshooting
Crystal Reports in the Real WorldNesting Formulas
Chapter 4. Understanding and Implementing Formulas
Introduction
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
Troubleshooting
Crystal Reports in the Real WorldCustom Functions
Chapter 5. Implementing Parameters for Dynamic Reporting
Introduction
Understanding the Value of Parameters
Creating and Implementing Parameters Fields
Using Parameters with Record Selections
Using Parameters with TopBottom N Group Selections
Creating and Implementing Dynamic and Cascading Parameters
Troubleshooting
Crystal Reports in the Real WorldCustom Filtering
Part II: Formatting Crystal Reports
Chapter 6. Fundamentals of Report Formatting
Introduction
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
Troubleshooting
Crystal Reports in the Real WorldExporting Options
Crystal Reports in the Real WorldReferencing External Resources
Chapter 7. Working with Report Sections
Introduction
Formatting Report Sections
Modifying Report Section Properties
Using Multiple Report Sections
Troubleshooting
Crystal Reports in the Real WorldAdvanced Formatting
Chapter 8. Visualizing Your Data with Charts and Maps
Introduction
Using the Chart Expert
Using the Map Expert
Modifying Chart and Map Properties
Troubleshooting
Crystal Reports in the Real WorldComplex Charts
Chapter 9. Custom Formatting Techniques
Introduction
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
Introduction
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
Troubleshooting
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
Troubleshooting
Crystal Reports in the Real WorldMultiple Subreports
Chapter 13. Using Formulas and Custom Functions
Introduction
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
Troubleshooting
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
Troubleshooting
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
Troubleshooting
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
Introduction
Exploring the BusinessObjects Repository
Migration of the BusinessObjects Repository
Sharing Components in the Repository
Troubleshooting
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 CRWebI Use Universes
Differences with Business Views and Universes
Troubleshooting
Chapter 19. Creating OLAP Intelligence Reports
Introduction
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
Troubleshooting
Chapter 20. Introduction to Web Intelligence
What Is Web Intelligence?
Reporting Paradigm
Report Anatomy
On-Report Analysis
Report Variables and Formulas
Drilling
Synchronizing Data from Multiple Data Providers
Conclusion
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
Summary
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
Troubleshooting
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
Troubleshooting
Chapter 25. BusinessObjects Enterprise Architecture
Introduction
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
Troubleshooting
Chapter 27. Administering and Configuring BusinessObjects Enterprise
Introduction
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
Troubleshooting
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
Troubleshooting
Part VII: Customized Report DistributionUsing BusinessObjects Enterprise and Crystal Reports Server
Chapter 30. Using the BusinessObjects Enterprise APIs
Overview
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
Overview
URL Reporting
JavaServer Faces
BusinessObjects Enterprise XI .NET Server Controls
Portal Integration Kits
Review
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
Review
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
Troubleshooting
Chapter 34. Crystal Report Modification and Creation APIs
Introduction
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
Troubleshooting
Chapter 36. Deploying BusinessObjects Enterprise in a Complex Network Environment
Introduction
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
Index
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