- •Welcome to Seagate Crystal Reports
- •Welcome
- •Two kinds of Hands-On tutorials
- •Command, button, key, and control conventions
- •Using Seagate Crystal Reports documentation
- •Seagate Crystal Reports online Help features
- •If you need more help...
- •Installation Requirements
- •Installing Seagate Crystal Reports
- •Installing on a network workstation
- •Upgrading from a previous version
- •Quick Start
- •Subreports expand report usefulness
- •Query Designer adds ad-hoc querying capabilities
- •Parameter fields mean multi-purpose reports
- •Text objects give you text with intelligence
- •Preprinted-form reports easier than ever
- •More powerful formulas extend your capabilities
- •Web solution serves up variety of online reports
- •HTML exporting simplifies Web activities
- •New database support improves data access
- •Running totals made easy
- •Smart Navigation
- •Learning Seagate Crystal Reports
- •User’s Guide
- •Online Help
- •Books Online
- •Sample Reports
- •Glossary
- •Sample Data - CRAZE.MDB
- •Suggested learning paths
- •The application window
- •Menu bar
- •Standard toolbar
- •Supplementary toolbar
- •Format bar
- •Status bar
- •Shortcut menus
- •Cursors
- •Design Tab
- •Preview Tab
- •Other fundamentals
- •HANDS-ON (Report Design Environment)
- •How to add, delete, and move guidelines
- •How to move and position objects using guidelines
- •How to turn the grid on/off
- •How to zoom your report in and out
- •How to undo/redo activities
- •How to drill down on summarized data
- •HANDS-ON (Sections and Areas)
- •How to add, delete, move, and merge sections
- •How to split and resize sections
- •Basic report design
- •How to design a prototype
- •Concepts in reporting
- •Beyond basic reports
- •HANDS-ON (Report Creation and Design)
- •How to select data and begin creating a report
- •How to add and link multiple tables
- •How to insert database fields
- •How to insert special fields
- •How to insert a page n of N field
- •How to insert text objects
- •How to use a database field in a text object
- •How to insert a picture
- •How to select, move, and resize objects
- •How to hide parts of the report
- •HANDS-ON (Finishing Your Report)
- •How to insert page headers and footers
- •How to add a title page to your report
- •How to add summary information to your report
- •Printing considerations
- •Design solutions for printing/distributing
- •Report creation checklist for distributed reports
- •Updating printer drivers
- •Report distribution
- •HANDS-ON (Distributing Your Report)
- •How to export reports
- •How to fax a report
- •How to request reports from a web browser
- •How to specify parameter field values
- •How to log on to a database
- •How to view plain HTML reports
- •Overview
- •Getting started
- •Record Selection
- •Grouping and sorting
- •Completing the report
- •Introduction
- •Working with Arbor Essbase data
- •HANDS-ON (Reporting on OLAP data)
- •How to create a cross-tab with Essbase data
- •Using multiple sections in reports
- •HANDS-ON (Multiple Section Reports)
- •How to work with text objects
- •How to create a form letter using a text object
- •How to format objects conditionally
- •How to print conditional messages in form letters
- •How to alternate background colors for rows
- •How to eliminate blank lines
- •How to add blank lines conditionally
- •Formatting concepts
- •Absolute formatting
- •Types of formatting properties
- •Conditional formatting
- •HANDS-ON (Absolute Formatting)
- •How to add color, shading, and borders
- •How to add/edit lines and boxes
- •How to change margins
- •How to add/delete white space between rows
- •How to set page orientation and paper size
- •HANDS-ON (Conditional Formatting)
- •How to flag values that meet certain conditions
- •Record selection
- •Group selection
- •Record selection formula templates
- •HANDS-ON (Record and Group Selection)
- •How to create a record or group selection formula
- •How to use record/group selection templates
- •How to select the top or bottom N groups
- •Sorting, Grouping, and Totalling Overview
- •Creating custom groups
- •HANDS-ON (Sorting, Grouping, and Totalling)
- •How to do a single field sort
- •How to do a multiple field sort
- •How to group data
- •How to sort records within groups
- •How to summarize grouped data
- •How to subtotal grouped data
- •How to sort based on summarized group values
- •How to create multiple levels of subtotals
- •How to group data in intervals
- •How to calculate a percentage of the grand total
- •How to create group headers
- •What are formulas?
- •Other formula conventions
- •Formula syntax
- •How formulas are evaluated - Order of precedence
- •HANDS-ON (Formulas 101)
- •How to insert a formula in your report
- •How to delete formulas from your report
- •How to copy formulas from online Help
- •How to copy formulas from one report to another
- •How to create if-then-else formulas
- •How to format text with formulas
- •How to use variables in formulas
- •How to declare a variable
- •How to assign a value to a variable
- •How to conditionally assign values to variables
- •How to use an array in a formula
- •How to use a range in a formula
- •How to use semicolons in formulas
- •How to fine tune group selection formulas
- •How to fine tune record selection formulas
- •How to debug a formula
- •Introduction
- •HANDS-ON (Advanced Totalling)
- •How to maintain running totals in a list
- •How to subtotal running totals within groups
- •How to subtotal without grouping
- •How to subtotal true A to B, A to C reports
- •Parameter field objects overview
- •Multiple parameter fields
- •Parameter field considerations
- •HANDS-ON (Parameter Field Objects)
- •How to create a parameter field
- •How to use a parameter field in a formula
- •How to respond to parameter field prompts
- •How to use wildcards with parameter fields
- •How to set a report title using parameter fields
- •How to set sort order using parameter fields
- •Graphing Overview
- •Choosing a graph or chart type
- •Where to place your graph
- •Data you can graph on
- •Before you create your graph
- •HANDS-ON (Graphing)
- •How to graph on a summary or subtotal field
- •How to graph on a details field
- •How to graph on a formula field
- •How to graph on cross-tab summaries
- •How to edit graphs using PGEditor
- •How to use the underlay feature with graphs
- •OLE Objects Overview
- •Inserting OLE objects in your reports
- •Linked vs. Embedded Objects
- •The dynamic OLE menu commands
- •OLE and the Picture command
- •General OLE considerations
- •HANDS-ON (OLE Objects)
- •How OLE objects are represented in your report
- •How to use OLE - General Overview Tutorial
- •How to insert a graphic/picture as an OLE object
- •What are subreports?
- •Unlinked vs. linked subreports
- •How subreport linking works
- •HANDS-ON (Subreports)
- •How to insert a subreport
- •How to preview your subreport
- •How to combine unrelated reports using subreports
- •How to use subreports with unlinkable data
- •Cross-tab overview
- •Cross-tab components
- •HANDS-ON (Cross-Tab Objects)
- •How to create a cross-tab object
- •How to format a cross-tab
- •How to print cross-tabs that span multiple pages
- •The Crystal Query Designer
- •HANDS-ON (Queries)
- •How to create a new query
- •How to add tables to a query
- •How to link tables and specify a join type
- •How to add fields to a query
- •How to identify unique values in a query
- •How to summarize data with aggregate functions
- •How to sort records according to field values
- •How to specify records to be included in a query
- •How to select groups to be included in a query
- •How to create an SQL expression
- •How to create a query from another Crystal Query
- •How to select a query for a report
- •How to use a parameter field in a query
- •Dictionaries Overview
- •HANDS-ON (Dictionaries)
- •How to create a new dictionary
- •How to add a data file
- •How to open an SQL or ODBC data source
- •How to link multiple tables
- •How to select tables and fields for users
- •How to add/create formulas
- •How to move fields/field headings within the list
- •How to update the location of a database table
- •How to add a new field heading
- •How to add Help text
- •How to add a graphic
- •How to create sample data for users to browse
- •How to edit an existing dictionary
- •How to convert a 3.x or 4.x dictionary file
- •How to select a dictionary for a report
- •Databases Overview
- •For additional information
- •HANDS-ON (Working With Databases)
- •How to open Access queries through DAO
- •How to open Access queries through ODBC
- •How to open Access parameter queries
- •How to set up an ODBC data source
- •How to check settings for an ODBC data source
- •How to log on to an ODBC data source
- •How to add an ODBC database table to a report
- •How to log on to MS SQL Server via ODBC
- •How to log off an ODBC data source
- •How to set up an A to B, A to C link
- •How to edit an SQL query
- •How to use an ACT! database
- •How to open the NT Event Log
- •Introduction
- •Four types of data
- •Direct access database files
- •ODBC data sources
- •Crystal Query Designer files
- •Crystal Dictionary files
- •Multi-pass reporting
- •Product support
- •Web support
- •E-mail support
- •Fax support
- •Telephone support
- •Extended technical support policy
- •Product registration
- •Product return policy
- •Product replacement policy
- •Glossary
●print an object so it appears one time in the Details section beside a number of details (for example, a graph that compares sales figures by region along side the details for the regions),
●print a company watermark that is centered on the page, flowing through multiple sections, and
●use a scanned bitmap of a form as a guide in setting up a report to print on preprinted forms.
Using the Underlay facility, you can produce stunning visual effects. See How to make an object underlay a following section(s), Page 124.
HANDS-ON (Report Design Environment)
How to move and resize toolbars and the format bar
|
The 32-bit version of Seagate Crystal Reports includes movable, |
|
resizeable standard and supplementary toolbars and format bar. |
|
You can move these bars into fixed positions or you can turn them |
|
into floating pallets if you wish. You move and resize these bars in |
|
the following ways: |
Moving |
To move the bars, click on the bar where there is no button and |
|
drag the bar to a new position. |
|
Drag the bar to the desired position. |
Resizing |
To resize the bars, position the pointer over an edge or corner of |
|
the bar. When the resizing pointer appears, drag it inward or |
|
outward to resize the bar. |
80 |
Seagate Crystal Reports User’s Guide |
To go from |
Drag the cursor |
this... |
to create the |
|
desired size. |
The bar will be resized as specified.
to this...
You can toggle the standard toolbar, supplementary toolbar, and format bar on and off using the Toolbars dialog box.
A check mark indicates that the bar is visible.
Related Topics
Standard toolbar, Page 55
Format bar, Page 59
Getting to Know Seagate Crystal Reports |
81 |
How to add, delete, and move guidelines
Adding guidelines
Seagate Crystal Reports provides guidelines to help you accurately place objects on your report. Guidelines are nonprinting lines that you can place anywhere in the Design and Preview Tabs to aid in alignment. You can toggle the visibility of the guidelines on and off in two ways:
1.Using the two commands on the View menu, GUIDELINES IN
DESIGN and GUIDELINES IN PREVIEW. Search for Guidelines in Design command and Guidelines in Preview command in Seagate Crystal Reports online Help.
2.Using the two options, Show Guidelines in Design and Show Guidelines in Preview on the Layout Tab of the File Options dialog box. Search for File Options dialog box in Seagate Crystal Reports online Help.
Seagate Crystal Reports inserts guidelines automatically in some situations:
●Whenever you insert a field or formula field in your report, the program automatically creates a guideline at the left edge of the field frame and snaps the field and field title to it.
●If you summarize a field, the program snaps the summary to the same guideline to assure proper alignment.
●When you right-click the shaded areas to the left of a section and choose the ARRANGE LINES command, the program automatically creates one or more horizontal guidelines in the section and snaps the fields to them.
There may be times that you want to insert guidelines manually.
Click this ruler to activate a vertical guideline.
Click this ruler to activate a horizontal guideline.
82 |
Seagate Crystal Reports User’s Guide |
Moving guidelines
Deleting guidelines
Each guideline is attached to an arrowhead on its originating ruler.
Drag the guideline arrowhead to the desired position.
Each guideline is attached to an arrowhead on its originating ruler.
Drag the guideline arrowhead away from the ruler.
NOTE: With the Snap to Grid option toggled on you will only be able to insert or move guidelines in grid increments. To get the full power of movement with guidelines, toggle the Snap to Grid
option off using the Layout Tab in the File Options dialog box. Search for File Options dialog box in Seagate Crystal Reports online Help.
How to move and position objects using guidelines
Positioning
objects with guidelines
Guidelines have a snap property that automatically snaps objects to them. That is, objects will connect to the guidelines as positioning devices.
An object can snap to a horizontal guideline on its top, bottom, or horizontal midline (the line that bisects the object horizontally).
Getting to Know Seagate Crystal Reports |
83 |
Snap to the top.
Snap to the midline.
Snap to the bottom.
An object can snap to a vertical guideline on its right or left side or vertical midline (the invisible line that bisects the object vertically).
Snap to |
Snap to the midline. Snap to |
the left. |
the right. |
When a guideline has its snap property toggled on and you move the guideline, you move all objects that are snapped to the guideline.
Drag the guideline to the desired position.
The object will move with the guideline.
NOTE: When you move a guideline, you move any object that is snapped to it. But if you move an object that is snapped to a guideline, the program does not to move the guideline.
84 |
Seagate Crystal Reports User’s Guide |
Resizing
objects using guidelines
Snapping
objects with two guidelines
When you snap one or more objects to guidelines on two sides (top and bottom, or right and left), you can resize the object(s) by dragging either or both of the guidelines. This can be especially helpful if you need to resize a number of objects similarly at the same time.
This is a two step process.
1.First you have to snap the object(s) to two guidelines.
2.Then you have to drag a guideline to resize the object(s).
You may have two or more objects that you want to resize and they are either the same size (height or width) or different sizes. The process for resizing with two guidelines is the same for either case.
Begin by creating a guideline and snapping one side of the object to that guideline.
2 Create a second guideline to the right of the object. It should not be touching the object.
! Now click the object to activate the sizing handles.
4 Drag the resizing handle over to the second guideline.
The object will snap to the second guideline.
#Repeat Steps 2 through 4 for every additional object you want to snap to both guidelines.
$If the objects are not yet the size you want them, drag either or both of the guidelines until the objects are the correct size.
Getting to Know Seagate Crystal Reports |
85 |