- •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
Data you can graph on
You can graph on the following:
●summary and subtotal fields (see How to graph on a summary or subtotal field, Page 408),
●detail fields (see How to graph on a details field, Page 409).
●formula fields (see How to graph on a formula field, Page 411), and
●cross-tab summaries (see How to graph on cross-tab summaries, Page 412),
Before you create your graph
By default, graphing is performed on summarized data at the group level. In other words, you are graphing summary and subtotal information. Before you can create a graph, you must have at least one group and one summary or subtotal in your report.
For example, if you have a sales report grouped by Region and a subtotal of Last Year’s Sales for each Region, you can quickly create a graph that will display sales by Region.
HANDS-ON (Graphing)
How to graph on a summary or subtotal field
Many of the graphs/charts you will create will be based on summary or subtotals within your report. In order to create these graphs/charts, you must have a summary or subtotal already inserted in your report. For more information on inserting summaries or subtotals, see How to summarize grouped data, Page 289 and How to subtotal grouped data, Page 291.
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Seagate Crystal Reports User’s Guide |
With the summary or subtotal field selected, click the INSERT CHART button on the standard toolbar. The Graph/Chart Expert appears with the Type Tab active. Twelve graph/chart types appear as buttons.
Click the type of graph/chart that will best illustrate your data (see Choosing a graph or chart type, Page 406).
!Click the Group button on the Data Tab to specify that your graph/chart will be based on grouped data.
NOTE: When you summarize or subtotal a field the data is automatically grouped. For more information, see Sorting,
Grouping, and Totalling, Page 271.
"Specify the data you want to graph on using the appropriate drop-down boxes.
#If desired, add text to your graph using the Text Tab and add a legend, grid lines, etc., using the Options Tab.
$Click the Graph Done button when you are finished. An object frame appears. Position the frame where you want the graph to print and click once to place it.
NOTE: When you insert a graph/chart, it may cover a portion of your report. You will need to move the graph/chart and possibly resize it to fit in your report the way you want.
How to graph on a details field
A Detail Graph/Chart allows you to create a graph or chart based on specific values. Often, graphs are created based on some type of summary field in your report where the values plotted in the chart are dependent on the values in the summary field. With a Detail Graph/Chart, you can create a graph or chart without the need for a summary field by using values that appear in the Details section of your report.
To create a Detail Graph/Chart, you need to specify two things:
1.Condition.
2.Value.
Graphing |
409 |
Condition |
The Condition is used to indicate when to plot the point. For |
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example, the graph showing last year’s sales for your customers |
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uses the Customer Name field as the condition. Each time the |
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condition changes (the customer name changes), a point is |
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plotted. |
Value |
The Detail Graph/Chart uses the Value to indicate what is plotted |
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as the points on your graph. For example, if you want to create a |
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graph showing last year’s sales for your customers, the Last Year’s |
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Sales field would be the value. Each time a point is plotted, it will |
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be plotted at the point representing the corresponding value in the |
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Last Year’s Sales field. |
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Creating and modifying your Detail Graph/Chart is easy with the |
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use of the Graph/Chart Expert. The Expert walks you through the |
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creation of your graph step-by-step. |
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Highlight the details field you want to graph on and click the |
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INSERT CHART button on the standard toolbar. The Graph/ |
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Chart Expert appears. |
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Choose the type of graph/chart you want to create by clicking |
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the corresponding button on the Type Tab. |
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! Click the Data Tab to activate it. |
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" Click the Detail, Formula button to specify a Detail graph/ |
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chart. |
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# Enter the condition (when values will be plotted) and value |
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(what values will be plotted) in the appropriate boxes. |
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$ Enter a title, headings, etc., if desired using the Text Tab. |
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% Add a legend, grid lines, and other elements to your graph/ |
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chart using the Options Tab. |
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& Click the Graph Done button when you are finished. An object |
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frame appears. Position the frame where you want the graph |
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to print and click once to place it. |
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NOTE: When you insert a graph/chart, it may cover a portion of |
|
your report. You will need to move the graph/chart and possibly |
|
resize it to fit in your report the way you want. |
410 |
Seagate Crystal Reports User’s Guide |
How to graph on a formula field
Seagate Crystal Reports allows you to create a graph based on a formula field. Graphing on a formula field is much like graphing on a details field (see How to graph on a details field, Page 409).
To create a graph/chart for a formula field you need to specify two things:
|
1. |
Condition. |
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2. |
Value. |
Condition |
The Condition is used to indicate when to plot the point. For |
|
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example, the graph showing last year’s sales by Country uses the |
|
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Country field as the condition. Each time the condition changes |
|
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(the country changes), a point is plotted. |
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Value |
The Value is used to indicate what is plotted as points on your |
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graph. For example, if you want to create a graph showing a |
|
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calculation for last year’s sales (i.e., a budget projection for next |
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year of last year’s sales plus 10%), the Last Year’s Sales field would |
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be the value. Each time a point is plotted, it will be plotted at the |
|
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point representing the corresponding value in the Last Year’s |
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Sales field. |
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Highlight the formula field you want to graph on and click |
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the INSERT CHART button on the standard toolbar. The Graph/ |
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Chart Expert appears. |
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Choose the type of graph/chart you want to create by clicking |
|
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the corresponding button on the Type Tab. |
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! |
Click the Data Tab to activate it. |
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" |
Click the Detail, Formula button to specify a graph/chart for |
|
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formulas. |
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# |
Enter the condition (when values will be plotted) and value |
|
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(what values will be plotted) in the appropriate boxes. |
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$ |
Enter a title, headings, etc., if desired using the Text Tab. |
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% |
Add a legend, grid lines, and other elements to your graph/ |
|
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chart using the Options Tab. |
Graphing |
411 |