Crystal

Reports
for SAP® Business
One
Full Report and Layout Guide
Udemy Companion Presentation

Course By: Mike Taylor

 Agenda
• Introduction
– Who is Mike Taylor?
• Creating a Report
• Advanced Techniques
• Deploying a Report
• Additional Resources
– Example Reports
This course is not affiliated with SAP
– Database Reference AG or its group of companies.

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 Objectives
• Understand the basics of Crystal Reports
• Understand how Crystal Reports interfaces
with SAP Business One
• Learn how to tackle reports and layouts
• Learn more advanced techniques for designing
reports and layouts
• Install and deploy Crystal Reports reports and
layouts to end-users

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 Who is Mike Taylor?
• Mike Taylor
• Senior SAP Consultant
• Bachelor Business Administration
• Diploma of Technology: Business
Management
• 6 years working with SAP Business
One, 8 years overall implementation
& ERP experience. SAP Certified
• Building business efficiency through
technology

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 Overview
• Crystal Reports is fully integrated with SAP®
Business One (SBO)
• Your SBO licenses will include a Crystal
Reports Designer license. Get this from your
SAP® Partner
• Reports and layouts are stored inside the
database

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Section 2
Creating a Report
• Starting A Report / Layout
• Finding Data / Database Basics
• Fields and Formatting

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 Starting a
Report/Layout
• Crystal user-interface overview
• How to start a new report
– Discussion on PLD Conversions
– Starting from Scratch
• How to start a new layout
– Using the Supplied SAP® Layouts as Templates
– Making layouts from scratch

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Finding Data in SBO*
• Using the ‘System Information’ View
• Query Manager
• Object Reference
• Database Reference
• Discussion of SQL Profiler Tool

*SBO = SAP Business One

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 Database Expert
• Disabling Automatic “Smart” Linking!
• Create Connection
• Adding Tables
• Linking Fields
• Data Types (VARCHAR, STRING, NUMERIC,
DATE, DATETIME)
• Joins (INNER, LEFT OUTER)
• Overview SQL Views and Commands
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 Sections and Fields
• Default Sections (Report Header, Page Header,
Details, Page Footer, Report Footer)
• Understanding Section Stacking
• Fields / Field Explorer
• Section Expert
• Summary Fields
• Design View / Preview
• Suppressing / Hiding
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 Formatting
• Page Setup
• Quick Sizing and Alignment
– Size and Position
• Formatting
– Format Painting
– Borders
– Lines
• Setting Default Fonts

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 Parameters
• Select Expert
• Conditional Selections (BOOLEAN)
• Data Parameters (Dynamic Record Selection)
• Data Types
• Ranges and Multiple Selections
• Overview SAP @Token System

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Section 3
Advanced Techniques
• Let’s Get Fancy
• More Complicated Tricks

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 Grouping
• What is grouping?
• Why is it useful?
• How to Group
• Group Expert (Ascending, Descending,
Specific)
• Group Sorting
• Nested Grouping
• Conditional Grouping
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 Formulas
• Basic Formulas
• Selection Expert
• IF / THEN Statements
• Conditional Suppression
• Conditional Colours
• Date Formulas
• String Formulas
• Discuss of NULL Values and ISNULL
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 Golden Arrow
Formulas
• Make Golden Arrow Drilldowns in SBO
• Hyperlinking
• Master Data
• Marketing Documents

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 Subreports
• Overview of Subreports
• Subreports vs. On-Demand Subreports
• Subreport Linking
• Subreport Limitations (Only One Drilldown)

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Commands and Views
• Introduction to SQL
• How a Command Works
• How an SQL View Works
• Adding a Command
• Adding an SQL View

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 Document Layouts
• Reports vs. Layouts
• Using SAP Default Layouts
• PLD Converted Layouts
• Making a Layout from Scratch
• Overview of SBO @Token System

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 SBO Token System
• Purpose of Tokens
• Working with Parameters
• Pulling Dynamic SBO Information
• DocKey@ References for Layouts
• Working With Crystal Reports Guide PDF

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 Debugging Your
Report
• Blank lines?
• Overlapping text fields?
• Parameter not showing up?
• NULL handling
• Not all records are being shown (INNER JOIN)
• Extra blank pages
• Users can’t see my report / layout

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CR for Mobile Devices
• SBO Mobile App Overview
• Page Setup and Sizing
• Limitations
• Discussion of Optimization

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Section 4
Deploying a Report
• Uploading and Managing Reports / Layouts
• User Defaults and Authorizations

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 Managing Reports
• Importing to SAP Business One
• Editing from SAP Business One
• Importing a Report
• Importing a Layout

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 User Control
• User Authorizations
• User Defaults

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Section 5
Additional Resources
• Refresher Mini-Course
• Reference Guides and Files

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Additional Resources
• Mini-Courses
– Report Editing Refresher
– Layout Editing Refresher
• CENTRAL RESOURCES AND FILES
– Companion PowerPoint
– Database Reference
– Working with CR Guide PDF
– Example .RPT files from lectures

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 SIDEBAR NOTES
• Link in Lecture Sidebar
• Timing for Discussions 3:10 – Discuss This, etc.
• CENTRAL RESOURCES AND FILES

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