Crystal Reports: The Complete Reference Series

Crystal Reports 8.5: The Complete Reference
Part I
Crystal Reports 8.5 Introduced
1: Common Ground: Creating a Simple Report

  • Introducing Crystal Reports 8.5
    • Crystal Reports Screen Elements
    • Starting Out: Opening or Creating a Report
  • Using Report Experts
  • Using the Blank Report Option
    • The Data Explorer
    • The Field Explorer
    • Report Sections
    • Previewing the Report
    • Moving and Sizing Objects
    • Formatting Objects
    • Customizing Crystal Reports' Behavior
2: Enhancing Appearance with Text Objects

  • Combining Database Fields
  • Combining Special Fields
    • The Can Grow Formatting Option
  • Formatting Individual Parts of Text Objects
  • Importing Text from a File
3: Sorting and Grouping

  • Sorting Your Report
  • Grouping Records
    • Manipulating Existing Groups
    • Adding Subtotals and Summaries
    • Multiple Groups
    • Specified Order Grouping
    • Drilling Down on Data
    • Grouping on Date Fields
    • Customizing Group Name Fields
    • Grouping on Formula Fields
    • Top N Reporting
    • Hierarchical Groups
4: Creating Geographic Maps

  • Different Map Types
  • Adding a Map
    • The Data Tab
    • The Type Tab
    • The Text Tab
  • Drilling Down on Maps
  • The Map Analyzer
    • The Map Navigator
    • Resolving Data Mismatches
    • Map Layers
5: Using Formulas

  • The Formula Editor
    • Data Types
    • Creating a New Formula
    • Editing, Renaming, or Deleting an Existing Formula
  • Number Formulas
    • Order of Precedence
  • String Formulas
    • The ToText Function
  • Date/Time Formulas
    • Number of Days Between Dates
    • Number of Hours and Minutes Between Times
    • Month, Day, Year, Hour, Minute and Seconds Functions
    • DateValue Function
  • If-Then-Else Formulas
    • Data Types in If-Then-Else Formulas
    • Multiple Actions with One If-Then-Else Statement
    • Helpful Built-In Functions for If-Then-Else Formulas
  • Crystal Reports 8.5 Logic Constructs
    • Select Case Statement
    • For Loop
    • While Do Loop
  • Boolean Formulas
  • Variables in Formulas and Evaluation Times
    • Declaring a Variable
    • Variable Scope
    • Assigning a Value to a Variable
    • Displaying a Variable's Contents
    • Evaluation Times and Report Passes
    • When Not to Use Variables
  • User Function Libraries
  • Running Total Fields
6: Analyzing with Advanced Selection Criteria

  • The Select Expert
    • Refreshing the Report Versus Using Saved Data
    • Record Selection with Date Fields
  • Manipulating the Record-Selection Formula Directly
  • Limiting Data with a Group-Selection Formula
  • Performance Considerations with Record Selection
7: Making Your Reports Visually Appealing

  • The Highlighting Expert
  • Conditional Formatting Formulas
    • Absolute Versus Conditional Formatting
    • Creative Use of the Suppress Property
  • Special Fonts, Graphics, and Line Drawing
    • Using Special Fonts
    • Using Bitmap Graphics
    • Line and Box Drawing
  • Text and Paragraph Formatting
    • Format Editor Paragraph Formatting Tab
  • Report Alerts
    • Basing Report Formulas or Conditional Formatting on Report Alerts
8: Using Sections and Areas

  • Formatting Sections with the Section Expert
    • The Section Expert
  • Creating Summary and Drill-Down Reports
    • Drill-Down Reports
  • Multiple-Column Reports for Labels and Listings
  • Using Multiple Sections
  • Conditionally Suppressing Sections
    • Printing a Bonus Message for Certain Records
    • Printing a Different Page Header on Page 2 and Later
    • Printing Odd and Even Page Headers or Footers
  • Underlaying Sections
9: Analyzing with Cross Tabs

  • Creating a Cross-Tab Object
    • Editing an Existing Cross-Tab
    • Creative Use of Grouping and Formulas
  • Multiple Rows, Columns, and Summarized Fields
    • Reordering Fields in the Rows, Columns, or Summarized Field Boxes
  • Customizing Cross-Tab Appearance
    • The Style Tab
    • The Customize Style Tab
    • Adding Legends to Cross-Tabs
    • Conditionally Formatting Cross-Tabs
10: Creating Charts

  • Types and Layouts of Charts
    • Chart Type
    • Chart Layout
  • Creating Charts with the Chart Expert
    • The Type Tab
    • The Data Tab
    • The Axes Tab
    • The Options Tab
    • The Text Tab
    • Placing and Sizing Charts
    • Modifying Existing Charts
    • Zooming In and Out on Charts
  • Drilling Down on Charts
  • Using the Analyzer with Charts
    • Customizing Charts with the Format Chart Option
11: Using Subreports

  • Unlinked Subreports
    • Drilling Down on Subreports
  • Linked Subreports
    • Linking Based on Formula Fields
  • On-Demand Versus In-Place Subreports
  • Passing Data Between Main Reports and Subreports
    • Showing an Informational Message Instead of the Empty Subreport
  • Performance Considerations
12: Viewer Interaction with Parameter Fields

  • Creating a Parameter Field
    • Setting Up a Pick List
    • Responding to Parameter Field Prompts
    • Value Type Considerations
  • Using Parameter Fields in Record Selection
  • Displaying Parameter Fields on the Report
  • Special Parameter Field Features
    • Multiple Values
    • Range Values
    • Controlling Parameter Field Data Entry
  • Conditional Formatting with Parameter Fields
    • Highlighting Data Based on Parameter Fields
    • Conditionally Suppressing Based on Parameter Fields
  • Using Parameter Fields with Formulas
    • Using a Parameter Field for Partial Text Matches
    • Using a Parameter Field to Change Sorting or Grouping
13: Exporting Reports

  • Exporting Reports to Office Applications
    • Exporting to Different File Formats
    • Exporting and Launching an Application
    • Exporting to an ODBC Data Source
    • Exporting to XML
  • Sending Reports Electronically
  • Compiling and Distributing Real-Time Reports
    • Compiling the Report
    • Using the Report Distribution Expert
    • Using a Compiled Report
14: Reporting from SQL Databases

  • Logging On to SQL Databases
    • Direct Database Drivers
    • ODBC
    • OLE DB
    • Choosing the Database
    • Changing SQL Options
    • Converting a PC-Style Database Report to a Client/Server Database
    • Changing from One SQL Database to Another
  • Linking Tables
    • Visual Linking Expert
    • Using Multiple Database Types in the Same Report
    • Join Types
    • Linking One PC-Style Table to Multiple Tables
  • Working with the SQL Statement
    • Viewing the SQL Query
    • Modifying the SQL Query
  • Using SQL Stored Procedures
    • Choosing Stored Procedures
    • Working with Stored Procedure Parameters
  • Using SQL Expression Fields
    • Creating SQL Expressions
  • Grouping on the Database Server
    • Enabling Server-Based Grouping
    • What's Required to Use Server-Based Grouping
    • Effects of Drill-Down
  • Performance Considerations
    • Let the Server Do the Work
    • Use Indexed Fields
15: Accommodating Database Changes and Field Mapping

  • Verifying or Changing the Database Location
    • Verifying a Database
    • Changing the Database Driver
    • Using Set Location
    • Using Set Alias
  • Mapping Old Fields to New Names
16: Reporting from OLAP Cubes

  • What is OLAP?
  • Crystal Reports OLAP Capabilities
    • Supported OLAP Systems
    • Types of OLAP Reports
  • Using the OLAP Report Expert
  • Using the Blank Report Option
    • Adding an OLAP Grid Option
  • Changing the OLAP Database Location
  • Controlling OLAP Grid Appearance
  • Interacting with OLAP Grids
17: Querying SQL Databases with Crystal SQL Designer

  • Defining Crystal SQL Designer
    • Crystal SQL Designer Versus Seagate Analysis
    • Crystal SQL Designer Versus Crystal Reports
  • Creating SQL Queries
    • Entering SQL Directly
    • Using the Expert
    • Using Parameter Fields in Queries
    • Saving the Query
  • Using Existing SQL Queries
    • Opening Existing Queries
  • Using Queries with Crystal Reports
18: Simplifying Databases with Crystal Dictionaries

  • What Exactly is a Crystal Dictionary?
  • Creating a Crystal Dictionary
    • The Tables Tab
    • The Links Tab
    • The View Tab
    • The Graphic Tab
    • The Sample Data Tab
    • Saving the Dictionary
    • Setting Crystal Dictionaries Options
  • Opening an Existing Dictionary
    • Updating the Database Location
  • Basing a Report or Query on a Dictionary
19: Reporting from Proprietary Data Types

  • Reporting from Microsoft Outlook
  • Reporting from the Local File System
  • Reporting from the Windows NT/2000 Event Log
  • Reporting from Web Server Logs
  • Crystal Reporting with XML

Part II
Web Reporting with Crystal Reports and Crystal Enterprise
20: Crystal Reports 8.5 Web Alternatives

  • Crystal Reports Web Alternatives Compared
  • Exporting to Static HTML
    • Hyperlink Capabilities
21: Crystal Reports and Microsoft Active Server Pages

  • Active Server Pages and VBScript Overview
    • Visual InterDev as a Development Tool
    • Crystal-Supplied Sample ASPs
    • The RDC Automation Server Object Model in ASPs
  • Crystal Reports Viewers
    • Report Viewers Compared
    • Choosing and Customizing Report Viewers
  • Using the Crystal Reports 8.5 Design-Time Controls with Visual InterDev
    • Specifying Report Source Properties
    • Specifying Report Viewer Properties
22: Introduction to Crystal Enterprise

  • Crystal Enterprise Defined
    • The Two-Tier Web Reporting Method
    • Crystal Enterprise Multi-Tier Reporting Method
    • Standard Edition Versus Professional Edition
  • Crystal Enterprise Architecture
    • End-User Components for Reporting
    • Server and Maintenance Components for Administrators
23: Using the Crystal Launchpad and ePortfolio

  • Navigating the Crystal Enterprise Launchpad
  • Using the Crystal Enterprise ePortfolio
    • ePortfolio Elements
    • Searching for Reports
    • Viewing and Running Instances and Reports
    • Guest Versus User Account
  • Publishing Crystal Reports to Crystal Enterprise
    • Publishing with Crystal Reports 8.5
    • The Crystal Publishing Wizard
    • Publishing with the Crystal Management Console
24: Customizing the Crystal Enterprise ePortfolio

  • Customization Overview
    • Simple Customization
    • Complete Customization
  • Simple Modifications
    • Adding Your Own Company Logo
    • Changing the Default Viewer for the Guest Account
    • Customizing the DHTML Viewer Toolbar
  • Complete Customization with Crystal Server Pages
    • CSP Overview
    • Creating Crystal Server Pages

Part III
Developing Custom Window Applications
25: Creating Your First Visual Basic/Crystal Reports Application

  • Development-Language Options
    • Which Development Language Should I Use?
  • Different VB Reporting Options
    • Crystal Reports Versus the Microsoft Data Report Designer
    • Bundled Crystal Reports Versus the Stand-Alone Version
  • Visual Basic Developer Interfaces
  • Sample Application Overview
    • The Xtreme Mountain Bike Orders Report
26: The Report Designer Component

  • The RDC Explained
    • The ActiveX Designer
    • The Runtime Automation Server
    • The Report Viewer
  • Adding the RDC to Your Project
    • Importing an Existing Report
    • Creating a New Report
  • The RDC Object Model
    • Using an External .RPT File
    • An Introduction to the RDC Object Model
  • Controlling Record Selection
    • Record-Selection Formula Tips
  • Setting Formulas
  • Changing Text Objects at Run Time
  • Passing Parameter-Field Values
  • Manipulating Report Groups
  • Conditional Formatting and Formatting Sections
    • The Format Event
  • Choosing Output Destinations
  • Changing the Data Source at Run Time
    • Unbound Fields
  • Customizing the Report Viewer
    • Trapping Report Viewer Events
  • Error Handling
  • Other RDC Properties and Methods
    • The DiscardSavedData Method
    • SQL Database Control
    • RDC Subreports
  • Creating New Reports at Run Time
    • The Report Creation Wizard
27: Creating User Function Libraries with Visual Basic

  • User Function Library Overview
    • UFLs in C and Delphi
    • UFLs in Visual Basic
  • Creating the ActiveX DLL
    • Adding Functions to the Class Model
    • Naming and Saving the DLL
    • Error Handling
  • Function-Name Prefixing
  • Distributing the UFL

Part IV
A: Crystal Reports with Visual Studio.NET

  • Crystal Reports for Visual Studio.Net Overview
    • Similarity to RDC
    • Crystal Reports in Windows Applications
    • Crystal Reports in Web Applications
    • Crystal Reports as VS.NET Web Services
  • Creating Crystal Reports Windows Applications
    • Creating or Modifying Reports in the VS.NET Crystal Report Designer
    • Manipulating Reports Inside Code
    • Using the Windows Forms Viewer
  • Creating Crystal Reports Web Applications
    • Using the Crystal Web Forms Viewer
  • Crystal Reports and Web Services
    • Creating a Web Service
    • Consuming a Web Service
B: Installing and Configuring Crystal Reports Components

  • Installing the Crystal Reports Designer
  • Installing the Report Designer Component on Your Web Server
  • The Crystal License Manager
  • Viewing Web-Based RDC Licenses

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Training and Consulting
Could you use some help on your Crystal Reports project? The author, George Peck, and his team can train and consult for you! You'll find more information on The ABLAZE Group Web site.