Special Edition Using Business Objects Crystal Reports XI

Fitzgerald et al

  • 出版商: QUE
  • 出版日期: 2005-08-25
  • 售價: $2,350
  • 貴賓價: 9.5$2,233
  • 語言: 英文
  • 頁數: 936
  • 裝訂: Paperback
  • ISBN: 0789734176
  • ISBN-13: 9780789734174
  • 已過版

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Description:

Special Edition Using Business Objects Crystal Reports XI is a reference guide designed to provide you with hands-on experience for the latest release of the Business Objects' product suite. The authors, all Business Objects insiders, bring unique and valuable real-world perspectives on implementations and uses of Crystal Reports, Crystal Reports Server, BusinessObjects Enterprise, WebIntelligence and OLAP Intelligence. Content, tutorials and samples for reporting within the Microsoft Visual Studio .NET and J2EE development environments is also included. Advanced data-source coverage including SAP R3, SAP BW, Peoplesoft, Siebel, EJBs, .NET/COM objects and XML are also covered. Advanced content on report distribution and integration into the secured managed reporting solution, Business Objects Enterprise XI and the new Crystal Reports Server XI, is included along with coverage on the new Web Services SDK. If you are a Crystal Reports XI user, Special Edition Using Business Objects Crystal Reports XI will become your definitive users guide.

 

Table of Contents:

Introduction.

    Introduction to Information Delivery

    Spectrum of Business Objects Product Usage

      Custom Information Delivery Applications

      Enterprise BI Initiatives

      Enterprise Application Extension

    Spectrum of BI Tool Users

      Content Creators (Information Designers)

      Information Analysts

      Information Consumers

    The Product Family from Business Objects

    What Is in This Book

      Part I: Crystal Reports Design

      Part II: Formatting Crystal Reports

      Part III: Advanced Crystal Reports Design

      Part IV: Enterprise Report Design-Analytic, Web-based, and Excel Report _Design

      Part V: Web Report Distribution-Using BusinessObjects Enterprise Professional _and Crystal Reports Server

      Part VI: Customized Report Distribution-Using Crystal Reports Components

      Part VII: Customized Report Distribution-Using BusinessObjects Enterprise _and Crystal Reports Server

    Equipment Used for This Book

      Web Resources

      Intended Audience

      Requirements for This Book

      Conventions Used in This Book

I. CRYSTAL REPORT DESIGN.

1. Creating and Designing Basic Reports.

    Introducing the Crystal Reports Designer

      Crystal Report Sections

      Using Toolbars and Menus

      Report Design Explorers

      Locating and Using the Report Design Explorers

      The Dependency Checker and Workbench

    Understanding Data and Data Sources

      Understanding Direct Access Drivers

      Understanding Indirect Access Drivers

    Introduction to the Data Explorer

      Creating a New Connection

      Using Current Connections

      Using Favorite Connections

      Leveraging Recently Used Connections with the History Node

    Adding Database Objects to Your Report

      Reporting on Tables

      Reporting on Views

      Reporting on Stored Procedures

      Reporting on SQL Commands

    Joining Database Objects Together

    Understanding the Different Join Types

    Using the Report Creation Wizards

    Getting Started with the Report Wizards

    Using the Standard Report Creation Wizard

    Creating a Report Without Wizards

    Troubleshooting

    Crystal Reports in the Real World-SQL Commands

2. Selecting and Grouping Data.

    Introduction

    Understanding Field Objects

      Accessing Database Fields

      Accessing Formula Fields

      Accessing SQL Expression Fields

      Accessing Parameter Fields

      Implementing Running Total Fields

      Using Group Name Fields

      Special Fields

    Working with Groups

      Inserting Groups

      Reordering Groups

      Using the Group Expert

      Grouping on Date/Time Fields

      Hierarchical Grouping

    Understanding Drill-down Reports

      Creating a Drill-down Report

      Hiding Details on a Drill-down Report

    Troubleshooting

    Crystal Reports in the Real World-Group on a Formula

3. Filtering, Sorting, and Summarizing Data.

    Introduction

    Filtering the Data in Your Report

      Working with the Select Expert

      The Record Selection Formula

      Working with the Formula Editor

    Learning to Sort Records

    Working with the Sort Expert

    Creating Effective Summaries

      Creating Grand Totals

      Creating Group Summaries

      Using Group Selection and Sorting

      Creating Running Totals

    Troubleshooting

    Crystal Reports in the Real World-Nesting Formulas

4. Understanding and Implementing Formulas.

    Introduction

    Using the Formula Workshop

      Navigating the Formula Workshop with the Workshop Tree

    Using the Workshop Formula Editor

      Arithmetic Formulas

      Date and Time Formulas

      String Formulas

      Using Type Conversion in Formulas

      Control Structures-Conditional and Looping Structures

      Variables

    Creating Formulas with the Formula Expert

    Using the Formula Extractor to Create Custom Functions

    The Multi-Pass Reporting Process of the Crystal Reports Engine

      Crystal Reports Processing Engine-Pre-Pass #1

      Crystal Reports Processing Engine-Pass #1

      Crystal Reports Processing Engine-Pre-Pass #2

      Crystal Reports Processing Engine-Pass #2

      Crystal Reports Processing Engine-Pass #3

    Troubleshooting

    Crystal Reports in the Real World-Custom Functions

5. Implementing Parameters for Dynamic Reporting.

    Introduction

    Understanding the Value of Parameters

    Creating and Implementing Parameters Fields

      Reviewing Parameter Field Properties

      Creating Parameter Fields

      Setting Default Values for Parameter Fields

      Implementing Parameter Fields

    Using Parameters with Record Selections

    Using Parameters with Top/Bottom N Group Selections

    Creating and Implementing Dynamic and Cascading Parameters

    Troubleshooting

    Crystal Reports in the Real World-Custom Filtering

II. FORMATTING CRYSTAL REPORTS.

6. Fundamentals of Report Formatting.

    Introduction

    Positioning and Sizing Report Objects

    Modifying Object Properties for Formatting Purposes

    Exploring the Format Editor Dialog Common Options

      The Common Tab of the Format Editor

      The Border Tab of the Format Editor

      The Font Tab of the Format Editor

      The Hyperlink Tab of the Format Editor

      Other Format Editor Tabs

    Combining and Layering Report Objects

    Configuring Report Page and Margin Properties

    Troubleshooting

    Crystal Reports in the Real World-Referencing External Resources

7. Working with Report Sections.

    Introduction

    Formatting Report Sections

    Modifying Report Section Properties

      The Section Expert Settings and Functionality

    Using Multiple Report Sections

      Resizing Report Sections

      Inserting New Report Sections

      Deleting Report Sections

      Merging Report Sections

    Troubleshooting

    Crystal Reports in the Real World-Advanced Formatting

8. Visualizing Your Data with Charts and Maps.

    Introduction

    Using the Chart Expert

      Using the Chart Expert Type Tab

      Using the Chart Expert Data Tab

      Using the Chart Expert Axes Tab

      Using the Chart Expert Options Tab

      Using the Chart Expert Color Highlight Tab

      Using the Chart Expert Text Tab

    Using the Map Expert

      Using the Map Expert Data Tab

      Using the Map Expert Type Tab

      Using the Map Expert Text Tab

    Modifying Chart and Map Properties

      Modifying Chart Properties

      Format Chart options

      Using and Creating Chart Templates

      Specifying Chart Size and Position

      Modifying Chart Options

      Specifying Series Options

      Specifying X and Y Axis Options

      Specifying Selected Item Formatting Options

      Specifying 3D Viewing Angle Options

      Modifying Map Properties

    Troubleshooting

    Crystal Reports in the Real World-Complex Charts

9. Custom Formatting Techniques.

    Introduction

    Making Presentation-Quality Reports

    Common Formatting Features

    Working with ToolTips

    Lines and Boxes

    Creating a Vertical Text Watermark

    Conditional Formatting-Using Data to Drive the Look of a Report

      Applying Formatting from Another Field

    Report-to-Report Linking

    Crystal Reports in the Real World-Advanced Charting

III. ADVANCED CRYSTAL REPORT DESIGN.

10. Using Cross-Tabs for Summarized Reporting.

    Introduction to Cross-Tabs

    Benefits of Cross-Tabs

      Leveraging Experience with the Spreadsheet Format

      Horizontal Expansion

      Custom Formatting

    Using the Cross-Tab Wizard

    Using Top N with Cross-Tabs Reports

    Using Advanced Cross-Tab Features

      Setting Relative Position

      Inserting a "Percentage of" Summary

      Horizontal and Vertical Placement

      Inserting Summary Labels

      Adding a Display String

    Crystal Reports in the Real World-Advanced Cross-Tabs

11. Using Record Selections and Alerts for Interactive Reporting.

    Introduction

    Creating Advanced Record Selection Formulas

      Record Selection Review

      Displaying Record Selections

      Dealing with Dates

      Working with Strings

      Pushing Record Selections to the Database

      An Introduction to SQL Expressions

    Adding Alerting to Your Reports

      Creating, Editing, and Using Alerts

      Using Alerts in BusinessObjects Enterprise

    Performance Monitoring and Tuning

      Group By On Server

      SQL Expressions in Record Selections

      Use Indexes on Server for Speed

      On-Demand or Reduced Number of Subreports

      Performance Monitor

    Dynamic Cascading Prompts

    Crystal Reports in the Real World-Web Report Alert Viewing

    Troubleshooting

12. Using Subreports for Advanced Reports.

    Introduction to Subreports

      Common Subreport Usage

      Adding Subreports to Your Reports

    Understanding Linked Versus Unlinked Subreports

    Considering Subreport Execution Time and Performance

    Using Variables to Pass Data Between Reports

    Emulating Nested Subreports

    Troubleshooting

    Crystal Reports in the Real World-Multiple Subreports

13. Using Formulas and Custom Functions.

    Introduction

    Choosing a Formula Language: Crystal Versus Basic Syntax

      Understanding Syntax Differences

      Why Basic Syntax Was Added

      Selecting the Best Syntax for You

    Using Brackets in Formulas

    Using Characters in Formulas

    Recent Improvements to Formulas

      Manipulating Memo Fields in Formulas

      Working with the Additional Financial Functions

      Creating Custom Functions in Your Reports

      Sharing Custom Functions with Others

      Understanding Runtime Errors

    Crystal Reports in the Real World-Custom Functions

14. Designing Effective Report Templates.

    Understanding the Importance of Reuse in Reporting

    Understanding Report Templates

    Using Report Templates

    Using Existing Crystal Reports as Templates

    Understanding How Templates Work

    Creating Useful Report Templates

      Using Custom Functions as Replacements for Data-Dependent Business Logic

      Using the CurrentFieldValue Function

    Using Template Field Objects

    Using Report Templates to Reduce Report Creation Effort

    Applying Multiple Templates

    Crystal Reports in the Real World-Standardized Templates

    Troubleshooting

15. Additional Data Sources for Crystal Reports.

    Understanding the Additional Crystal Reports Data Sources

    Connecting to COM or .NET Data Sources

      Leveraging Legacy Mainframe Data

      Handling Complex Queries

      Runtime Manipulation of Data

      Creating a COM or .NET Data Provider

      Returning an ADO Recordset

    Connecting to an ADO.NET XML Recordset

    Connecting to Java-based Data Sources

      JavaDir

      JavaBeansClassPath

    Connecting to XML Data Sources

      Connect to a Local XML Data Source

      Connect to an HTTP(S) Data Source

      Connect to a Web Service Data Source

    Introduction to the Integration Kits

      Honor the Security

      Access to All the Data

      Sample Reports

      Leverage the Metadata of the ERP Application

      Provide Real Time Access to Data

    SAP Integration Kit

      Reporting off R3 Data

      Reporting off BW Data

      Viewing the Reports

    Peoplesoft Integration Kit

      Reporting off Peoplesoft Data

      Viewing the Reports

    Siebel Integration Kit

      Reporting off Siebel Data

      Viewing the Reports

    Baan Integration Kit

      Reporting off Baan Data

      Viewing the Reports

    Troubleshooting

    Crystal Reports in the Real World-Leveraging XML as a Data Source

16. Formatting Multidimensional Reporting Against OLAP Data.

    Introduction to OLAP

    OLAP Concepts and OLAP Reporting

    Recently Added or Changed OLAP Features in Crystal Reports

    Using the OLAP Report Creation Wizard and OLAP Expert

      Specifying an OLAP Data Source

      Specifying OLAP Rows and Columns

      Specifying OLAP Dimension Slices (Filters) and Pages

      Adding Report Styles in the OLAP Report Wizard

      Adding Charts via the OLAP Report Wizard

      Customizing Styles in the OLAP Expert

      Customizing Labels in the OLAP Expert

    Advanced OLAP Reporting

      Interacting with the OLAP Grid

      Pivoting OLAP Grid

      Using the Cube View Functionality

      Using Charts and Maps Based on OLAP Grids

    Introduction to OLAP Intelligence

    Troubleshooting

    Crystal Reports in the Real World-OLAP Summary Report with Drill-down

IV. ENTERPRISE REPORT DESIGN-ANALYTIC, WEB-BASED, AND EXCEL REPORT DESIGN.

17. Introduction to the BusinessObjects XI Repository.

    Introduction

    Exploring the BusinessObjects Repository

    Migration of the BusinessObjects Repository

      Upgrades from Earlier Versions of Crystal Enterprise and Crystal Info

      Upgrades from Crystal Enterprise 9

      Migrations from Business Objects 6.x

    Sharing Components in the Repository

      Adding Text Objects and Images

      SQL Commands

      Custom Functions

      Organizing and Updating the Repository

    Troubleshooting

18. Using a Semantic Layer-Business Views and Universes.

    Introduction to Semantic Layers

    Why Use a Semantic Layer

      Abstract the Complexities of the Database

      Putting Report Design in the Hands of Business People

      Support for a Wide Range of Data Sources

      Reuse of Metadata Components

      Joining Disparate Data Sources

      Dynamically Switch Data Sources

      Security

      Transportability

      The Semantic Layer Is Optional

    Introduction to Business Views

      Client Tier

      Business Tier

      Data Tier

    Introduction to Universes

      Universe Objects

      Creating the Universe

      Object Definition

      SQL Generation, Contexts, and Aggregate Awareness

      The Microcube Engine

    Universes and Deployment

      Semantic Layer Overrides

      Restriction Sets

      Applying Restriction Sets

      Multiple Restriction Sets

      Universe Changes

    Differences in How CR/WebI Use Universes

    Differences with Business Views and Universes

    Troubleshooting

19. Creating OLAP Intelligence Reports.

    Introduction

    Introducing OLAP Intelligence

    Accessing OLAP Data with OLAP Intelligence

      Creating an OLAP Server Data Source

      Adding Local Cube (.cub) Files as Data Sources

      Adding HTTP Cubes Data Sources

      Advanced Data Source Connectivity

      Favorite Cubes

    Designing OLAP Intelligence Reports and Applications

      Design Environment Overview

    Adding OLAP Intelligence Objects to a Report

      Moving, Resizing, and Formatting Objects

      Worksheet Objects and Worksheet Dimensions

      Using Calculated Members and Data Analysis

      Sorting and Filtering

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