SAP Crystal For Enterprise 4 0
SAP Crystal For Enterprise 4 0
SAP Crystal For Enterprise 4 0
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Crystal Reports for Enterprise
Training Agenda...
Crystal Reports Overview Log on to SAP BO Enterprise Available Data sources & Connecting to Data Sources
Now, its one of the best Business intelligence product from SAP.
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Where as Crystal Report 2011 inherits all the features and GUI from its previous versions.
This version is focused on streamlined report design, reporting against the new BI 4.0 semantic layer and SAP BW data. SAP Crystal Reports for Enterprise is the foundation for all future releases of Crystal Reports.
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Whats New?
The user interface has been completely redesigned offering a streamlined interface to allow the creation of reports with reduced amount of effort. Semantic layer support is improved. With SAP Crystal Reports for Enterprise you can create reports against the new BI 4.0 common semantic layer. From SAP Crystal Reports for Enterprise you can connect directly to a SAP BEx query using SAP BICS connectivity. Multilingual capabilities have been improved as you can translate all text-based elements, and all translations can be managed and scheduled at the platform level by the Translation Management tool. New BI platform alerting framework can leverage alerts created in SAP Crystal Reports for Enterprise. This allows users to manage their alert subscriptions on their own, thus reducing management overhead on the report designers.
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BI 4.0 Landscape
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Basic Architecture
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Log On To BO BI Platform
To work with SAP data sources we must need to connect to SAP BO BI platform to access data source connections. Even after report development, if we want to publish the reports, we need to be connected to this BI platform. Click File > Log on to SAP Business Objects Business Intelligence platform. The "Log on to SAP Business Objects Business Intelligence platform" dialog box appears. Click New Connection. When you have created at least one connection, this button
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Log On To BO BI Platform.
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Log On To BO BI Platform
BI platform Web Services Server Name:
1. Provide the server name of the SAP Business Objects Business Intelligence platform system that you want to connect to. 2. You do not need to type the complete URL here, only the server name. If the server requires an encrypted connection, select the This server requires an encrypted connection (SSL) check box. 3. The server name and port number are for where the BI platform Web Services is installed and configured. This is not where the BI platform servers are installed.
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Log On To BO BI Platform
Authentication Type :
1. "Enterprise" authentication requires a user name and password that are recognized by the BI platform. 2. "LDAP" authentication requires a user name and password that are recognized by an LDAP directory server. 3. "Windows AD" (Active Directory) authentication requires a user name and password that are recognized by Windows AD. 4. "SAP" authentication requires a user name and password that are recognized by SAP.
Your system administrator can tell you which authentication type to use. Import/Export:
1. We can import files containing server connection information. You can connect to such servers the next time you connect to the BI platform. 2. We can save (Export) your server configuration settings to a file. Other users can share and import the file.
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Data Connectivity
In This version of Crystal reports, we can build reports from different kinds of data sources as listed here. The second section shown in picture SAP Business Objects BI platform guides us to choose a BEx query as a source. But prior to that we need to create a connection in Information Design Tool The third section Connection by Vendor lists all available data connection to third party data sources like Oracle/SQL Server/Access/DB2 through OFBC/JDBC Lets see how to create a connection a connection to SAP sources through IDT.
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Save Language: 1. If you select the Save Language option, the value from the Language parameter is used. 2. If you clear Save Language, the value from the user's session (Preferred Viewing Locale) is used. System ID: 1. The 3-character SAP system ID. 2. Required for both application and message server types. 3. For a successful connection to the message server, you need to add the message server system ID to the following file on the machine hosting the application
C:\WINDOWS\system32\drivers\etc\services At the end of the existing file, add the line: sapmsXXX <tab> 3601/tcp where sapms means SAP message server, xxx is the is the System ID of the server that is used, and 3601/tcp is the default TCP port used for communication.
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Server Name for Message Server: The name or IP address of the SAP message server used for load balancing.
Group Name forMessage Server: Name of the Logon group; a set of dedicated application servers used to log on. Infoprovider: For SAP NetWeaver BW relational connections, the name of the InfoCube or MultiProvider to be used as the fact table in the center of the snowflake schema in the data foundation. Catalog: For SAP NetWeaver BW relational connections, the name used to identify the connection to the query server.
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If we check Generate Report , crystal will automatically generate a simple report with basic formatting.
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Designer Interface
Report sections
1. Report Header : Objects placed in this area are printed only once per report and at the beginning of the report.
2 .Page Header: Objects placed in this area are printed at the beginning of each new
page.
3. Group Header: Objects placed in this area are printed at the beginning of each new
group.
4. Details Area: Objects placed in this area are printed with each new record. 5. Group Footer: Objects placed in this area are printed at the end of each group.
6. Report Footer: Objects placed in this area are printed at the end of the report.
7. Page Footer: Objects placed in this area are printed at the bottom of each page.
** Group Header & Footer are created when we insert a group.
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Report Output
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If we want to replace the existing data source with other data source, here is the path.
Data Set Data source Location Add Connection Browse for the new data source as we did earlier Select appropriate objects from both side Click on Map
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Inserting Summary
Sorting
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Creating Groups
We can create GROUPS to eliminate data redundancy and it makes the report looks good. INSERT GROUP EDIT GROUPS (For Advanced Options)
If we group on Hierarchy column, Crystal displays the group name with provided indentation. For regular columns, we can assign Hierarchical group parent if we want to have hierarchical relation with other column.
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Hierarchical Grouping
When we get data from SAP sources, we must think about Hierarchical Fields which SAP generally have. To support such kind of functionality we can create Hierarchical grouping in this new version of Crystal reports. Here, we can display Hierarchical grouping functionality in two ways. Grouping on direct SAP Hierarchical Fields: When we group on direct SAP field, crystal automatically shows hierarchy type is as External Hierarchy". So, it shows parent node relationship as its in SAP.
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Hierarchical Grouping
Hierarchical grouping on non hierarchy fields: 1. We can create hierarchical grouping on non- hierarchy fields as well as we did in earlier versions of crystal reports. 2. Once we created group on a field (which acts as child), we need to define hierarchy type as Hierarchical group parent and then need to set its parent field.
3. This is useful in earlier versions as we cant have a direct SAP hierarchy fields in those versions.
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2. Record level sorting will have only two types of sorting orders (Ascending/Descending).
3. We can apply sorting on as many as required fields and we can change the sorting priority by using arrow buttons.
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Inserting Summary
We can insert summaries of Measure values for each group level (Sub Totals) and Report level (Grand Total). 1. Click on Insert Total 2. On left side, ,Select the aggregating function (Sum/Avg/max etc..) 3. On left side, Select the measure on which aggregation is required. 4. On right side, select the location where we want to place aggregated value.
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Static/Dynamic Parameters
Parameter Options
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Data Filtering
Query Level
Report Level
Static Filters
Dynamic/ Interactive
Static Filters
Dynamic/ Interactive
Record Level
Group Level
Record Level
Group Level
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Dynamic/Interactive
Similar to query level filter, we can create dynamic/interactive filters at report level as well which prompts which to enter/select his choice of inputs to filter the data on each refresh. In static filter we will use a hardcoded value as an input to filter the data. But, here we will use a
Parameter filed which holds the user input dynamically and supplies the same value to filters.
Now, lets see how to create a parameter field in crystal .
1. We can see all parameter fields in left window of crystal reports as below. 2. All query level prompts are listed as shown below. 3. To create a new parameter, Right click New New Parameter 4. To change parameter order , Right click Reorder
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Dynamic/Interactive
Once Parameter filed is created, now we need to input that to our filters to make it use in report.
Data Interactive filter Select the data base field Select the corresponding Parameter field . Once done, report prompts user as shown in Pic 2 for inputs on refresh.
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Using Formulas
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Formula Fields
Formula fields are customized data fields, which can be created at crystal level by using available database fields and crystal functions. These are prefixed with @ symbol. To create a new formula field, Right click New Formula Crystal has many functions, operators and variables which can be used to create customize formula fields. Any formula can be written/view through Formula Workshop window. (Data Formulas)
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Formula Workshop
Crystal support different kind of functions/operators which we can view through Functions/Operators window at left bottom. For more details about a function/operator, we can go through help.
In Crystal, if any option is shown with a symbol (fx), can be manipulated through formula.
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Sample Formulas
There are many uses for formulas. If you have a need for specialized data manipulation, you can do it with a formula.
Adding calculated objects to your report To calculate a price discounted 15%: Crystal syntax example: {Orders_Detail.Unit Price}*.85 Formatting text on a report : To change all values in the CUSTOMER_NAME object to uppercase: Crystal syntax example: UpperCase ({Customer.CUSTOMER_NAME}) Pulling out portions of a text string: To extract the first letter of the customer name: Crystal syntax example: {Customer.CUSTOMER_NAME} [1] Extracting parts of a date: To determine what month an order was placed: Crystal syntax example: Month ({Orders.Order Date}) Using a custom function: To convert $500 from U.S. currency to Canadian: Crystal syntax example: cdConvertUSToCanadian (500)
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Managing Sections
Insert/delete Sections Hiding a sections Page Break Options Using formulas in sections Formatting sections
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Insert/Delete Section
As we discussed earlier Crystal report design is completely based on sections. So, managing section is very important while developing a report
1. We can insert multiple sections for each type of section (RH/PH etc..) and we can delete them if not required. However, the default section would remain same. 2. To Insert a section, right click on section Insert Below/Above
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Section Properties
All sections will have global properties like hiding/formatting/paging apart from few section specific properties.
1. We can hide any section directly by checking the box or dynamically through writing a condition. 2. Similarly we can apply a condition based formatting for a section. 3. We can insert a page break after/before a section or we can do this through a formula based on a condition as well. 4. We can set any property for a master section which inherits to all its child sections (If we have multiple page headers, we can right click on page header section and set the property which inherits all its page headers like Page header a and page header b)
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Section Properties
General Options:
1.Name: Type in a name to identify the section. 2.Color: Select a background color for the section.
3.Show on Drill Only: Select this check box if you do not want the section to print, but you want the section contents to be
available for drill-down (Its visible when we right click on Master section, not individual sections). 4.Hide: Select this check box if you do not want the section to print, and you do not want the section contents to be available for drill-down. 5.Hide If Blank: Select this check box to hide the report section only when it is blank. 6.Print at Bottom of Page: Select this check box to print the section at the bottom of the page. If you use this option for the "Body" section, each report record prints on a separate page. 7.Underlay Following Sections: Select this check box if you want the selected section to underlay the following section(s) when it prints.
8.Relative Positions: Select this check box to lock the relative position of a report element next to a grid element within a
section. For example, if you place a text element one centimeter to the right of a cross-tab element, during report generation the program will push the text element to the right, so that the one centimeter space is maintained regardless of the width of the cross-tab element. 9.Height: Specify the height of the section in inches.
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Section Properties
Paging Options:
Group :
These options appear only if you select a "Group Header" or "Group Footer" section. Avoid Page Break in Group: Select this check box to keep your group from breaking across pages. If the group extends beyond a single page, Crystal Reports begins printing the group at the top of the next empty page, but then breaks the group across pages as necessary. If the first group in a report extends beyond a single page, and this check box is selected, Crystal Reports begins printing the group on the second page of the report instead of the first page. To avoid this behavior on the first page of the report, clear the "Avoid Page Break on First Page" check box in the "Report Options" dialog box. Repeat Group Header on Each Page: Select this check box to print the "Group Header" once at the top of each page.
New page after: Select this check box if you want the program to print the report contents on a new page after printing a specific number of
visible groups. Type a whole number in the field to specify the number of visible groups.
Section :
Page Break Before: Select this check box if you want the program to insert a page break before it prints the section. If you use this option for the "Body" section, the program inserts a page break before each report record. Page Break After: Select this check box if you want the program to insert a page break after it prints the section. Reset Page Number After: Select this check box to reset the page number to 1 for the following page. This option is useful when you are printing multiple reports from a single file (for example, invoices), and you want each report to start with page 1. Avoid Page Break: Select this check box to keep the section from breaking across pages. If the current page does not have enough space for the entire section, then the section begins printing on the next page. If the section does not fit on a single page, then the section prints over
multiple pages.
Page Orientation: Specify whether to print the section in portrait or landscape orientation.
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Hyperlinks
As we saw in previous slide, this options is available in Advanced category. We can set hyperlink for a field in different type as listed here. Below table explains when & how each type has to be used.
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Conditional Formatting
Apart from regular formatting, we can format a field based on condition as well Right Click on any field from design canvas
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Cross Tabs
Inserting Crosstabs
Crosstab options
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Inserting Crosstab
Cross-tab reports are a powerful way to show the data in multi dimensional way. They generate summary data in a grid as a combination of rows and columns. This provides the user with a report format that is easy to read.
Similar to charts, cross tabs can only be placed in Report Header/footer, Group header/footer as they are meant
for summarized data. Insert Cross Tab Right click Format/Edit Cross Tab. We can display hierarchies as well in cross tabs. Below is the sample view.
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Crosstab Options
When we Right click on Cross Tab, we can view all available options of cross tabs. Few of them are, Grid Options which lets user to customize totals display Pivot which toggles columns as rows and rows as columns
Create Chart from Cross Tab data creates a chart by consuming data fields supplied for crosstabs.
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Sub report can be free-standing or it can be linked to the data in the primary report.
We can insert maximum of 256 sub reports into a regular report. If we insert a sub report in to a main report, finally the main report file (.rpt file) will be treated as only one file (.rpt file)
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Even though subreport filters may be suggested, you can modify them, remove them, and add additional filters.
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Make a Group on Product. (For drill down report, grouping order must have 1 to may relation hierarchal order).
Insert summary of measure filed at each group level and keep summaries in Group header fields beside of group name field. Now, go to section expert and select the option Show On Drill down only for the Details and suppress the Group footers as they are blank. Now, if you double click on any Product filed, it shows the corresponding list of Profit centers in a separate tab. No Drill up functionality available, but you can navigate through the tabs for Drill up.
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Publishing/Scheduling
Once the report development is completed, we can save the report as a local file in our machine or we can save the report to a centralized web portal known as Business Objects Enterprise through which users can access the report.
To save a report to Enterprise, we must log on to Business Objects Enterprise and then just Save it.
We can schedule the report on daily/weekly/monthly basis to run and deliver the output of the report to end user mail boxes/Specified location. We can set up users to access this BOE and we can assign rights for users to access corresponding reports. For more information, please refer BOE Administration guide which is available on SAP website.
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Disclaimer
Thank You
This presentation contains general information only and is based on the experiences and research of Deloitte practitioners. Deloitte is not, by means of this presentation, rendering business, financial, investment, or other professional advice or services. This presentation is not a substitute for such professional advice or services, nor should it be used as a basis for any decision or action that may affect your business. Before making any decision or taking any action that may affect your business, you should consult a qualified professional advisor. Deloitte, its affiliates, and related entities shall not be responsible for any loss sustained by any person who relies on this presentation
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Copyright 2011 Deloitte Development LLC. All rights reserved. Member of Deloitte Touche Tohmatsu Limited