Crystal Reports: A Beginner's Guide

Overview

Learn to create presentation-quality reports using this practical introductory guide--even if you're a novice. You'll find all the information you need to get up and running with this data analysis tool and learn how to format data, generate reports, create Web-based reports, and much more.
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Overview

Learn to create presentation-quality reports using this practical introductory guide--even if you're a novice. You'll find all the information you need to get up and running with this data analysis tool and learn how to format data, generate reports, create Web-based reports, and much more.
Read More Show Less

Product Details

  • ISBN-13: 9780072193268
  • Publisher: McGraw-Hill Professional Publishing
  • Publication date: 12/3/2001
  • Series: Beginner's Guides
  • Edition number: 1
  • Pages: 486
  • Sales rank: 713,033
  • Product dimensions: 7.30 (w) x 8.90 (h) x 1.28 (d)

Meet the Author

David McAmis (Surry Hills, New South Wales, Australia) is an IT consultant, journalist and author. His work has appeared in computer magazines and trade journals, and he is a regular contributor to: Access-Office-VB Advisor, Advisor Expert: Exchange & Outlook, Component Advisor, Developer's Review, E-Business Advisor, Enterprise Development, Exchange/Outlook Magazine, Internet.au, Intranet Design Magazine, Outrage and Visual Basic Programmer’s Journal.

McAmis works as an IT consultant for C3 Consulting, a Sydney-based consulting firm implementing business intelligence solutions across large-scale ERP systems. Prior to joining C3, McAmis served as Consulting Services Manager for Brilliant Training & Consulting, an IT services provider serving the Pacific Rim. He has also held the position of Vice-President of the BridgeBuilder Company, a software training and consulting company in North America. He is an expert in the field of business intelligence and is a frequent conference speaker.

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Table of Contents

Acknowledgments xix
Introduction xxi
1 Getting Started 1
Report Design Overview 2
Project 1-1 Developing a Report Prototype 6
Report Design Experts Overview 10
Mastery Check 17
2 Creating a Simple Report 19
Using the Report Design Experts 20
Saving Your Report 36
Project 2-1 Creating a Report Using the Standard Report Expert 38
Mastery Check 42
3 Working with the Report Design Environment 43
Report Design Environment 44
Customizing the Design Environment 50
Project 3-1 Customizing the Report Design Environment 55
Understanding Field Objects 57
Inserting Field Objects 59
Working with Field Objects 61
Project 3-2 Working with Fields 73
Text Objects 74
Project 3-3 Working with Text Objects 77
Mastery Check 80
4 Organizing Your Report 81
Inserting Groups into Your Report 82
Grouping Options 84
Changing Groups 92
Project 4-1 Inserting a Group 94
Group Formatting Options 98
Record-Level Sorting 102
Drill-Down and Summary Reports 104
Project 4-2 Creating a Drill-Down Report 106
Mastery Check 109
5 Analyzing Report Data 111
Using Record Selection to Filter Your Report 112
Writing Record Selection Formulas 118
Project 5-1 Using Record Selection 118
Summaries Versus Formulas 120
Adding Summary Fields to Your Report 121
Project 5-2 Using Summary Fields 128
Analysis Options 130
Using TopN/BottomN Analysis 130
Running Totals 132
Highlighting Expert 137
Conditional Formatting 138
Project 5-3 Using the Highlighting Expert 142
Mastery Check 144
6 Using Parameter Fields 145
Parameter Field Overview 146
Project 6-1 Inserting a Parameter Field 151
Working with Special Parameter Types 154
Setting Default Values for a Parameter Field 158
Parameter Fields and Record Selection 164
Parameter Field Limitations 168
Project 6-2 Using Parameter Fields with Record Selection 168
Mastery Check 170
7 Distributing the Results 171
Report Distribution Overview 172
Exporting to WYSIWYG Formats 173
Exporting to Text File Formats 175
Exporting to Office File Formats 178
Exporting to Other Formats 184
Exporting to Web Formats 187
Distributing Your Report 190
Export Limitations 197
Project 7-1 Exporting Your Report 197
Mastery Check 200
8 Formulas and Functions 201
Formula Overview 202
Using the Formula Editor 204
Formula Syntax Overview 205
Working with Formulas 206
Creating Simple Arithmetic Formulas 210
Project 8-1 Creating an Arithmetic Formula 213
Using Crystal Reports Functions 216
Order of Operations 226
Debugging Formulas 227
Project 8-2 Using a Formula Function 229
Mastery Check 231
9 Advanced Record Selection 233
Advanced Report Selection Overview 234
Editing the Record Selection Formula Using the Select Expert 236
Project 9-1 Selecting Records Based on a List of Values 244
Editing the Record Selection Formula Using the Formula Editor 247
Performance Considerations 255
Mastery Check 256
10 Working with Sections 257
Sections Overview 258
Working with Sections 259
Formatting Sections 265
Creating a Multicolumn Report 273
Project 10-1 Creating a Form Letter Using Multiple Sections 275
Mastery Check 278
11 Using Subreports 279
Working with Subreports 282
Project 11-1 Inserting an Unlinked Subreport 286
Formatting Subreports 288
Changing Subreport Links 290
Creating an On-demand Subreport 291
Saving and Reimporting Subreports 294
Project 11-2 Inserting a Linked Subreport 296
Mastery Check 300
12 Cross-Tab Analysis 301
Cross-Tab Overview 302
Inserting a Cross-Tab 303
Working with Cross-Tabs 308
Project 12-1 Inserting a Cross-Tab into Your Report 315
Formatting Cross-Tabs 319
Cross-Tab Uses and Limitations 325
Project 12-2 Formatting Cross-Tabs 326
Mastery Check 328
13 Charting and Graphing 329
Graphing Overview 330
Graph Layouts 330
Graph Types 332
Inserting a Group Graph 339
Project 13-1 Inserting a Graph Based on a Group 342
Creating an Advanced Graph 345
Inserting a Cross-Tab Graph 350
Formatting Graphs and Charts 351
Project 13-2 Formatting Your Graph or Chart 356
Creating Custom Graphs Using the Chart Analyzer 358
Project 13-3 Creating an Advanced (X, Y) Chart 362
Mastery Check 366
14 Geographic Mapping 367
Geographic Mapping Overview 368
Map Layouts 368
Map Types 370
Inserting a Group Map 374
Creating an Advanced Map 376
Inserting a Map Based on a Cross-Tab 379
Formatting Maps 381
Creating Custom Maps Using the Map Analyzer 383
Mapping Limitations 388
Project 14-1 Inserting an Advanced Map Based on Geographic Field Values 389
Mastery Check 392
15 Working with Data Sources 393
Crystal Reports Data Access Overview 394
Report Data Sources 395
Setting Database Options 401
Working with Databases and Tables 405
Working with the Visual Linking Expert 412
Project 15-1 Setting Up an ODBC Data Source 415
Mastery Check 418
A Mastery Check Answers 419
B Crystal Reports Dictionaries 429
Installing the Crystal Dictionaries Tool 430
Creating Crystal Reports Dictionaries 433
Working with Dictionaries 441
Creating Reports from Dictionaries 443
Distributing Crystal Reports and Dictionaries 450
C Crystal SQL Designer 451
Installing the Crystal SQL Designer Tool 452
Creating SQL Queries 455
Working with SQL Queries 464
Creating Reports from SQL Queries 465
Distributing Crystal Reports and Queries 471
D Troubleshooting (FAQ) 473
Index 477
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Sort by: Showing all of 2 Customer Reviews
  • Anonymous

    Posted February 13, 2003

    Good first attempt

    I believe this is the author's first attempt at writing a book and he has made a decent go of it. I liked the size of the graphics used. I however found the flow of the chapters a bit incongruent. I was also disappointed in finding that the book was quickly dated as version 9 of Crystal Reports is already available.

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  • Anonymous

    Posted November 24, 2002

    Don't waste your time

    The format of the book was excellent that why I gave it two star, but with regards to the illustrations and modules, the author fails to follow his own work. You would think, when someone takes the time to write a book they would get it right. Not following your own illustrations and practice modules make me wonder if the author truly knows what he's doing. ¿ don¿t buy it, if he teaches the way he wrote the book, I wouldn't bother with the class as well. That's just my opinion.

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