Using Parameters with Record Selections

Now that you have completed the task of implementing a parameter field within a report, you learn how a parameter field can also be used to filter the data retrieved by a report. Parameter values that business users enter can be used within record selection formulas to determine what data is retrieved from the database.

In the following exercises, use the same World Sales Report to implement the Countries parameter field (created earlier in the chapter) to filter the report results by including the parameter field within a record selection definition (using the Select Expert dialog). In this case, you enable the business user of the report to select one or more country values to be included in the record selection, thus filtering the report results to include only the desired data. The following steps demonstrate how a single report can be segmented many different ways:

  1. Verify that the Countries parameter field is listed below the Parameter Fields group within the Field Explorer.
  2. Open the Select Expert dialog by clicking the Report menu and choosing Select Expert.
  3. Create a new record selection definition. Within the Select Expert dialog, click on the tab to create a new record selection definition. This opens the Choose Field dialog. Choose Customer.Country from the Report Fields list and then click OK to return to the Select Expert dialog.
  4. Define the selection formula. Select Is Equal To from the drop-down list on the left, and then choose the { ?Countries} option from the drop-down list on the right, as shown in Figure 5.10.

    Figure 5.10. Parameter fields can be added to record selection formulas quickly via the Select Expert dialog.




    Parameter Field objects are denoted with the question mark, ?, and enclosed in brackets, {}. This convention is used within various application dialogs, including the formula workshop and record selections, to signify that these objects are parameter fields.

  5. Preview the report. To view how this parameter is now used within the generation of the report, run the report by clicking on the Refresh toolbar button (represented by the lightning bolt icon). As shown in Figures 5.11 and 5.12, the report now prompts the business user to select from a list of country values that is used to filter the data retrieved by the report and present only the requested values in the report.

    Figure 5.11. Business users can now select one or more countries to be included in the report results.



    Figure 5.12. Based on the selected parameter field values, the report results display only the desired data.



After the parameters have been created and implemented into a report, no extra effort is required for parameters to also work within the Crystal Enterprise solution. See Part V, "Web Report DistributionUsing Crystal Enterprise," for more details on Crystal Enterprise.

Crystal Reports in the Real WorldCustom Filtering

Sometimes a report needs to return all records for a parameterized field where a record selection filter has been created on this parameter. Although it would certainly be possible to create a parameter and select all valid values for the parameter, there certainly must be a better wayand there is. In this example, a filter is added to a report so that if a user enters a specific value or a list of values, only those values are returned. Alternatively, if the user enters an asterisk (*, or other predefined symbol such as All Values), all values are returned.

  1. Open the sample report Chap 5 World SalesParm.rpt created earlier in this chapter.
  2. From the Report menu choose Selection Formulas, Record. Remove the following line of text.

    {Customer.Country} = {?Countries}
  3. Replace the text with the following (as shown in Figure 5.13):

    If {?Countries} = "*" Then
     {Customer.Country} = {?Countries};

    Figure 5.13. The updated Record Selection Formula enables the end user to select All Values with one easy selection.

    Click Save and Close.
  4. When prompted for a new parameter value, remove any existing values, enter the * symbol, click the Add button to add the symbol to the list of values, and click OK. You should see something like in Figure 5.14.

    Figure 5.14. The report returns all values when * is passed in as a parameter. In this photo the chart has been removed from the report but the group tree clearly shows many countries being returned.



Another way to implement an All Values parameter option for the report consumer is to create a record selection through the Record Selection dialog that uses the is like operator instead of the equals to operator. Using this operator enables you to use the * and ? wildcards in your filter. By having endusers enter '*' or providing that as one of the default parameter selection options, the users can specify All Values without needing to add them all independently. One thing to watch for here is that parameters that allow multiple values do not by default allow themselves to be mapped to in the Record Selection dialog with the is like operator. A viable workaround, however, is to map the record selection to the parameter using the equals to operator and then edit the formula record selection manually and replace the = operator with the like operator.

Part I. Crystal Reports Design

Creating and Designing Basic Reports

Selecting and Grouping Data

Filtering, Sorting, and Summarizing Data

Understanding and Implementing Formulas

Implementing Parameters for Dynamic Reporting

Part II. Formatting Crystal Reports

Fundamentals of Report Formatting

Working with Report Sections

Visualizing Your Data with Charts and Maps

Custom Formatting Techniques

Part III. Advanced Crystal Reports Design

Using Cross-Tabs for Summarized Reporting

Using Record Selections and Alerts for Interactive Reporting

Using Subreports and Multi-Pass Reporting

Using Formulas and Custom Functions

Designing Effective Report Templates

Additional Data Sources for Crystal Reports

Multidimensional Reporting Against OLAP Data with Crystal Reports

Part IV. Enterprise Report Design Analytic, Web-based, and Excel Report Design

Introduction to Crystal Repository

Crystal Reports Semantic Layer Business Views

Creating Crystal Analysis Reports

Advanced Crystal Analysis Report Design

Ad-Hoc Application and Excel Plug-in for Ad-Hoc and Analytic Reporting

Part V. Web Report Distribution Using Crystal Enterprise

Introduction to Crystal Enterprise

Using Crystal Enterprise with Web Desktop

Crystal Enterprise Architecture

Planning Considerations When Deploying Crystal Enterprise

Deploying Crystal Enterprise in a Complex Network Environment

Administering and Configuring Crystal Enterprise

Part VI. Customized Report Distribution Using Crystal Reports Components

Java Reporting Components

Crystal Reports .NET Components

COM Reporting Components

Part VII. Customized Report Distribution Using Crystal Enterprise Embedded Edition

Introduction to Crystal Enterprise Embedded Edition

Crystal Enterprise Viewing Reports

Crystal Enterprise Embedded Report Modification and Creation

Part VIII. Customized Report Distribution Using Crystal Enterprise Professional

Introduction to the Crystal Enterprise Professional Object Model

Creating Enterprise Reports Applications with Crystal Enterprise Part I

Creating Enterprise Reporting Applications with Crystal Enterprise Part II

Appendix A. Using Sql Queries In Crystal Reports

Creating Enterprise Reporting Applications with Crystal Enterprise Part II

Special Edition Using Crystal Reports 10
Special Edition Using Crystal Reports 10
ISBN: 0789731134
EAN: 2147483647
Year: 2003
Pages: 341 © 2008-2020.
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