用户手册 (7090310)目录Introduction to SAP Crystal Reports 201121About Crystal Reports21About the Crystal Reports documentation21Locate information quickly22Sample Reports22Quick Start23Learning how to use Crystal Reports23Sample data - Xtreme.mdb23Report Creation Wizards24Standard24Cross-Tab24Mailing Label25OLAP25Quick start for new users25Before you begin26Creating the report26Record Selection37Grouping and sorting41Completing the report45Quick start for advanced users46Choosing a report type and data source46Working with report elements on the Design tab47Using other reporting features48Report Design Concepts51Basic report design51Deciding on the content of the report51Stating the purpose51Determining the layout of the report52Finding the data53Manipulating the data54Determining printing area characteristics55Developing a prototype on paper57Introduction to Reporting59Report creation options59Choosing data sources and database fields60The Database Expert60The Field Explorer62About the report design environment64Design tab64Preview tab68HTML Preview tab72Creating a new report73Selecting the data source73Adding tables74Linking multiple tables75Placing data on the report76BLOB (Binary Large Object) fields83Formatting data83Record selection84Grouping, sorting, and summarizing data84Using the drill-down option on summarized data84Using the zoom feature85Inserting page headers and footers85Adding a title page to the report86Adding summary information to the report87Exploring reports and working with multiple reports88The Report Explorer88The Workbench90The Dependency Checker91Opening and docking explorers93Beyond basic reports94SAP BusinessObjects Enterprise Repository95What is the SAP BusinessObjects Enterprise Repository?95Work flow95Accessing the SAP BusinessObjects Enterprise Repository96To open the SAP BusinessObjects Enterprise Repository97Repository Explorer toolbar97Adding subfolders and subcategories to the repository98To add a new subfolder or subcategory99Adding items to the repository99Adding a text object or bitmap image99Adding a text object or bitmap image - another method100Adding a custom function100Adding a command101Using repository objects in reports101Adding a text object or a bitmap image to a report102Adding a custom function to a report102Adding a command to a report103Adding a list of values to a parameter103Modifying objects in the repository103To modify a repository object104Updating connected repository objects in reports104To set the update option105Deleting items from the repository105To delete an object from the repository105Using Undo in the repository106Designing Optimized Web Reports107Overview107Key strategies for optimizing web reports108Scale with SAP BusinessObjects Enterprise108Evaluation times for date functions in SAP BusinessObjects Enterprise109Making the right design choices110Using faster report formats110Choosing between live and saved data111Designing summary reports112Using subreports carefully113Using other design elements effectively115Designing reports to maximize data sharing115Streamlining your reporting environment116Selecting the fastest database and connection116Using table indexes116Improving table-linking choices116Using thread-safe database drivers117Using stored procedures for faster processing118Using enhanced record selection formulas119Pushing down record selection—an example119Record selection performance tips120Strategies for writing efficient record selection formulas121Incorporating parameter fields into record selection formulas124Using SQL expressions where appropriate124Improving grouping, sorting, and totaling125Performing grouping on server125Benefits of grouping on server—an example126Using SQL Expressions for groups, sorts, and totals127Using SQL Expressions for Case Logic127Inserting summary and running total fields where possible128Record Selection129Selecting records129Options for selecting records129Determining which field(s) to use129Using the Select Expert130Using formulas132Interaction of the Select Expert and the Formula Editor132Saved data selection formulas134Using formula templates134Record selection formula templates134Pushing down record selection to the database server137Troubleshooting record selection formulas137To troubleshoot record selection formulas137Correcting selections that do not generate data139Sorting, Grouping, and Totaling141Sorting data141Understanding sort options141Sorting single and multiple fields143Sort controls145Grouping data147Grouping data147Creating custom groups149Sorting groups conditionally150Sorting records within groups151Group selection152Grouping data in intervals156Grouping by the first letter of a company name158Grouping data hierarchically159Editing groups165Summarizing grouped data166To summarize grouped data166Ordering groups by summarized values167Selecting top or bottom N groups or percentages168Selecting top or bottom groups or percentages conditionally170Subtotaling171Subtotaling data171Extending prices and subtotaling the extensions172Percentages173Calculating a percentage174Group headers175Creating group headers175Suppressing group headers179Drilling-down on group headers179Running Totals181Understanding running totals181How running totals work181Creating running totals182Creating running totals in a list182Creating running totals for a group184Creating conditional running totals185Creating running totals in a one-to-many linking relationship187Creating running totals using a formula188To create running totals using a formula188Multiple Section Reports191About sections191Working with sections191Inserting a section192Deleting a section192Moving a section193Merging two related sections193Splitting and resizing sections194Splitting a section194Resizing a section195Using multiple sections in reports196Keeping variable length objects from overwriting each other196Eliminating blank lines when fields are empty197Adding blank lines conditionally198Form letters198Working with text objects199Creating a form letter using a text object200Printing conditional messages in form letters205Formatting207Formatting concepts207Using a template207Applying a template208Removing an applied template209Reapplying the last template selected209Using Template Field Objects210Template considerations211Using the Report Design Environment213Section characteristics214Making an object underlay a following section214Pre-printed forms216Multiple columns216Hiding report sections217Hiding report objects218Placing text-based objects220Placing multi-line, text-based objects223Importing text-based objects from a file224Spacing between text-based objects225Selecting multiple objects232Vertical placement233Inserting character and line spacing233Setting fractional font sizes234Setting page size and page orientation235Setting page margins236TrueType fonts236Printer drivers237Formatting a report for web viewing238Formatting properties238Working with absolute formatting239Adding borders, color, and shading to a field239Making a report, section, area, or object read-only240Locking an object's size and position241Changing your default field formats241Adding and editing lines243Adding and editing boxes244Expected behavior of line and box formatting245Adding shapes to a report247Scaling, cropping, and sizing objects248Using conventional accounting formats249Repeating report objects on horizontal pages250Using white space between rows252Working with conditional formatting254Conditional on or off properties255Conditional attribute properties255Changing margins conditionally257Changing X position conditionally258Creating footers after the first page258Using the Highlighting Expert260Undo/Redo activities263Using the Format Painter263To copy and apply formatting264Working with barcodes265Adding a barcode265Changing the appearance of a barcode266Removing a barcode267Charting269Charting concepts269Charting overview269Chart layouts270Chart types271Where to place a chart273Drill-down with charts273Drill-down with legends273Creating charts274Charting on details or formula fields (Advanced layout)274Charting on summary or subtotal fields (Group layout)275Charting on Cross-Tab summaries (Cross-Tab layout)276Charting on an OLAP cube (OLAP layout)277Working with charts278Editing charts using the Chart Expert278Editing charts using the Chart Options menu items278Editing charts using other menu items279Using the zooming features with bar and line charts280Auto-arranging charts281Formatting charts282Using the underlay feature with charts283Mapping285Mapping concepts285Mapping overview285Map layouts285Map types286Where to place a map288Drill-down with maps289Creating maps289Mapping on group fields (Group layout)289Mapping on Cross-Tab summaries (Cross-Tab layout)290Mapping on an OLAP cube (OLAP layout)292Working with maps293Editing maps using the Map Expert293Changing the map title294Changing the map type294Changing map layers294Resolving data mismatches296Changing the geographic map296Zooming in and out on a map297Panning a map298Centering a map298Hiding and showing the Map Navigator298Formatting Maps300OLE301OLE overview301OLE terminology301Types of OLE objects302General OLE considerations302Inserting OLE objects into reports303To copy and paste OLE objects303How OLE objects are represented in a report304Editing OLE objects in reports304In-place editing304Dynamic OLE menu commands305OLE and the Insert Picture command305Working with static OLE objects306Inserting a static OLE object306Making a static OLE object dynamic307Converting a static OLE object to a bitmap image object308Working with embedded vs. linked objects308Embedded objects308Linked objects309Integrating Shockwave Flash (SWF) objects310Printing Shockwave Flash (SWF) objects311Adding an Xcelsius SWF object to a report312Using data binding to bind an Xcelsius SWF object to a report313Cross-Tab Objects315What is a Cross-Tab object?315Cross-Tab example316Report of order data - no sorting/grouping316Report of order data - grouped by region317Report of order data - grouped by product318Report of order data - grouped by region and product319Order data in a Cross-Tab object320Creating a Cross-Tab report321To create a new cross-tab report322To add a Cross-Tab to an existing report322Specifying the data source323Modifying the links324Adding a chart324Selecting records325Defining the structure of the Cross-Tab325Applying a predefined style and finishing the report326Adding a Cross-Tab to an existing report using the Cross-Tab Expert326Working with Cross-Tabs329Showing values as percentages329Abbreviating large summarized fields329Customizing row/column labels330Using running totals in Cross-Tabs331Printing Cross-Tabs that span multiple pages332Formatting Cross-Tabs333Changing width, height, and alignment of Cross-Tab cells333Formatting background color of entire rows/columns333Formatting fields individually334Formatting several fields at one time334Suppressing Cross-Tab data334Displaying summarized fields horizontally336Advanced Cross-Tab features336Calculated Members336Embedded Summaries340Building Queries343Connecting to a universe343To connect to a universe343Defining the data selection for a query344To build a simple query344To create a combined query345Quick reference to objects345Editing an existing query346To edit an existing query347Viewing the SQL behind a query347To view the SQL when you create a query347To view the SQL after you have created a query348Query filters and prompts348Creating query filters348Building prompts349Combining query filters and prompts350Using And or Or to combine query filters351Quick reference to query filter operators351Editing and removing query filters354Filtering data using subqueries and database ranking354What is a subquery?355Building a subquery355What is a database ranking?357Creating a database ranking358Creating and Updating OLAP Reports361OLAP reporting with Crystal Reports361OLAP grid objects361Creating an OLAP report362To create an OLAP report362Specifying the data source362Defining the structure of the grid363Setting sliced dimensions and specifying the number of grids365Applying a predefined style366Inserting a chart367Updating an OLAP report368To update a cube location in an OLAP grid object368Formatting data in an OLAP grid369Changing the background color of a dimension370Creating an alias for a dimension371Formatting grid lines371Labeling dimensions372Changing the view of OLAP data372To show or hide dimension members372To create asymmetry in an OLAP grid373To add totals to an OLAP grid373To change the display format for member names373To alter the data displayed in the OLAP grid374To define the order of fields in the OLAP grid374Sorting and filtering OLAP grid data374Sorting data in an OLAP grid374Filtering data in an OLAP grid376Adding calculations to OLAP grids377Printing, Exporting, and Viewing Reports379Distributing reports379Printing a report379Faxing a report379Exporting a report380Working with Web folders391Working with Enterprise folders392Viewing reports395Report Parts and other Report objects395Creating an Enterprise Hyperlink407Using smart tags408To use smart tags with a Crystal Reports object409Report Alerts411About Report Alerts411Working with Report Alerts411Creating Report Alerts411Editing Report Alerts413Deleting Report Alerts414Viewing Report Alerts414Referring to Report Alerts in formulas415Using Formulas417Formulas overview417Typical uses for formulas417Formula components and syntax418Formula components418Formula syntax419User Function Libraries in formulas420Specifying formulas421Working with the Formula Workshop422Working with the Formula Editor426Creating and modifying formulas430Creating a formula and inserting it into a report430Creating a formula in the Formula Expert431Editing formulas433Searching for formula text433Copying formulas434Deleting formulas436Removing the working formula from your report436Deleting the formula specification436Debugging formulas437Debugging evaluation time errors437Debugging tutorial438Error Messages and Formula Compiler Warnings442Parameter Fields and Prompts453Parameter and prompt overview453Parameter field considerations453Prompt considerations454Data and non-data parameters455Optional parameters456Understanding dynamic prompts456Understanding lists of values459List-of-values types459Determining which list-of-values type to use461Lists of values and prompt groups contrasted462Creating a parameter with a static prompt463To create a parameter with a static prompt463To incorporate the parameter into the record selection filter465To incorporate the parameter into a saved data selection formula466Creating a parameter with a dynamic prompt466To create a parameter with a dynamic prompt467Creating a parameter with a cascading list of values468To create a parameter with a cascading list of values469The Parameter Panel471Working with lists of values471Sharing common lists of values within a report472Using separate value and description fields473Using command objects as list-of-values data sources474Null handling474Long lists of values475Best practices for prompting476Unmanaged reports476Managed reports476Converting unmanaged reports to managed reports477Deploying managed reports with dynamic prompts478Deleting parameter fields478To delete a parameter that is not used in a formula478To delete a parameter used with the Select Expert478To delete a parameter that is used in a formula479Responding to parameter field prompts479Previewing a report for the first time479Refreshing report data480Advanced parameter features481Creating a parameter with multiple prompting values481Applying conditional formatting using parameter fields482Creating a report title using parameter fields483Specifying single or ranges of values483Incorporating a parameter into a formula484Defining sort order using parameter fields485Defining entry type and format using the Edit Mask486Creating a saved-data record filter using parameter fields487To create a parameter appearing on the Parameter Panel488To incorporate the parameter into a saved data selection formula489Adding dynamic grouping using parameter fields489Subreports491What are subreports?491Unlinked vs. linked subreports491How subreport linking works493Inserting subreports494Previewing subreports495Saving a subreport as a primary report496Updating subreports496Linking a subreport to the data in the primary report497To link a subreport to the data in the primary report498Linking a subreport to the main report without modifying the selection formula499To link a subreport to a main report without modifying the selection formula499Combining unrelated reports by using subreports499To combine two unrelated reports500To combine three or more unrelated reports500Using subreports with unlinkable data500Linking to/from a formula field501Linking unindexed tables502Creating an on-demand subreport502To create an on-demand subreport503Adding captions to on-demand subreports503To add a caption503Showing different views of the same data in a report504Understanding Databases505Databases overview505Relational database basics505Indexed tables506Using SQL and SQL databases509What is SQL?509SQL DBMS511How does Crystal Reports use SQL?512The SQL language513Defining an SQL Command515Changing data sources518To change the data source519Working with aliases520Linking tables521Link from and link to521Link relationships521Performance considerations in one-to-many links522Data file considerations525SQL database considerations527Performance considerations for all reports528The Database Expert Links tab530Linking indexed tables530Link processing order531Linking options532Server-side processing545How server-side grouping affects the SQL query547Mapping database fields548About the Map Fields dialog box548Remapping processes549Remapping altered database fields551Saved Data Indexes552How Report Indexing works552Considerations for using Saved Data Indexes553Indexing the right field(s)553Unicode support in Crystal Reports554For additional information554Integrating Business Applications with Crystal Reports555Integrating with SAP555Introduction555Add-Ons559Reporting with SAP559Integrating with Oracle E-Business Suite617Overview617To access data in SAP Crystal Reports617Integrating with Siebel618Connecting to Siebel618Configuring the connection620Selecting business components625Refreshing reports with Siebel data625Updating reports created in earlier versions of Crystal Reports625Security626Views626Using Siebel formatting626Linking tables in reports627Multi-value columns628Data Types628Integrating with PeopleSoft629Overview629To access data in SAP Crystal Reports630Integrating with JD Edwards631Overview632To access data in SAP Crystal Reports632Accessing Data Sources633Introduction633Six types of data633Direct access database files634Advantages634Disadvantages634Three layers635Common database formats636ODBC data sources645Advantages646Disadvantages646Five layers647Installing database clients649To ensure correct ODBC DSN configuration649Common ODBC database formats650JDBC data sources653JNDI654Five layers654Supported JDBC database formats655Configuring the Crystal Reports JDBC driver656Business Objects universes656Business Views657Crystal SQL Designer files658Crystal Dictionary files659Report Processing Model661Overview661What is a "pass"?661Pre-pass 1661Pass 1661Pre-pass 2662Pass 2662Pass 3663Crystal Reports Error Messages665Drive:\filename.extension665Drive:\test.rpt665Failed to load database connector666number>]667Creating Accessible Reports669About accessibility669Benefits of accessible reports669About the accessibility guidelines670Accessibility and Business Objects products671Improving report accessibility671Placing objects in reports672Text673Color677Navigation678Parameter fields679Designing for flexibility679Accessibility and conditional formatting680Accessibility and suppressing sections681Accessibility and subreports681Improving data table accessibility682Text objects and data table values682Other data table design considerations687Accessibility and BusinessObjects Enterprise688Setting accessible preferences for BusinessObjects Enterprise688Accessibility and customization689Resources690More Information691文件大小: 5.4 MB页数: 706Language: English打开用户手册