TRAINING GUIDE. Advanced Crystal 2

Transcription

1 TRAINING GUIDE Advanced Crystal 2

2 Using Crystal Reprts with Lucity Advanced Examples 2 The sixth f a seven-part series, this wrkbk is designed fr Crystal Reprts users with sme experience. Here, yu ll learn t set up Hide (Drill-Dwn), Variables, Percentages and Cmmands. Issues with Web and Dashbard reprts will be addressed. Table f Cntents Hide (Drill-Dwn)... 3 Variables... 6 Why Use Variables?... 6 Declaring a Variable... 6 Assigning a Value t a Variable... 7 Declare and Assign... 7 Evaluatin Time... 7 Using Variables in a Reprt... 7 Date Variables Using Variables fr Subtractin Using Variables t Cunt fr Sectin Suppressin Unlinked Subreprts Using Variables and Dcumentatin Cmments t Nn Cmment Subreprts Optin 1 Variables Optin 2 Gruping & Cnditinal Suppressin Percentages Percentage with Insert Summary Percentage with a Frmula Percentage with Variables Use f Cmmands Table Jins Image Reprts Hyperlinking Gruping Mre Advanced Grup Srt Expert Sectin Expert and Gruping Specific Order f Gruping... 33

3 Duplicate Table Use Cnversins Web Reprts Cnverting Desktp Reprts t use in the Web Adding Web Reprts Methd 1 - Thrugh the Lucity Administratin Tl Methd 2 - Thrugh Lucity Web Web Reprts and Parameters Web Date Filters Adding Reprts t Dashbard Standard Reprts Custm Reprts Odd Things Happen Field nt shwing all f the text Reprt Takes a Lng Time t Open Wildcard Use Web Page Number Limitatin Advanced Crystal 2 2

4 Hide (Drill-Dwn) Smetimes, it s useful t view a cndensed versin f a reprt, where the details are accessible nly when needed. This is ften helpful when truble shting bad data. This ptin is available when gruping data. In the fllwing step-by-step example, we ll shw yu hw t display the number f Wrk Orders fr each categry with the ptin t view the individual Wrk Orders within the categries. The main reprt lks like this: The hidden sectin f the Equipment categry lks like this: 1. Frm the Wrk Order mdule, exprt the Wrk Order Summary Reprt (WOSum.rpt) and rename it LC_WOHide.rpt. 2. Delete the Address clumn. 3. Add the Categry gruping and mve the Categry gruping t be the first gruping. 4. Add a secnd Page Header sectin abve the Clumn titles by placing the cursr n the left ruler sectin, click and wiggle t create the break. 5. Mve the Categry title abve WO # and remve the Categry field. 6. Increase the Grup Header 1 sectin size. 7. Right click in the Page Header b sectin, click Select All Sectin Objects. 8. Drag the clumn titles int the Grup Header 1 sectin, beneath Grup #1 Name. Advanced Crystal 2 3

5 9. Right click in the Page Header a sectin and select Merge Sectin Belw. 10. Add a clumn title called Cunt in the Page Header sectin. 11. Create a cunt frmula using the Summary buttn t cunt the number f Wrk Orders (Distinct Cunt t deal with any filtering issues). Have the Cunt frmula placed in the Grup Fter 1 sectin. Mve the frmula t the Cunt clumn. 12. Next, we will create a cncatenated frmula where fields can be tacked tgether t eliminate awkward spacing. Create a new frmula called Categry. if isnull({wkorder.wo_cat_cd}) then "" else {WKORDER.WO_CAT_CD}&" "& if isnull({wkorder.wo_cat_ty}) then "" else {WKORDER.WO_CAT_TY} 13. Drag this frmula int the Grup Fter 1 sectin under the Categry clumn title. 14. T the left f the reprt, right click in the Grup Header 1 sectin and select Hide(Drill-Dwn). Advanced Crystal 2 4

6 15. Repeat step 14 fr the Grup Fter 2a sectin. 16. Preview the reprt t see hw it lks. T view the Wrk Orders within each categry, duble click the categry cde. 17. Next, yu shuld add a text line in the Page Header that instructs the reprt viewer t duble click n the categry cde t view the individual wrk rders. Advanced Crystal 2 5

7 Variables Why Use Variables? One f the mre imprtant uses f variables is in reprts that may be run with a filter f a child r grid field that culd have multiple values. Other uses are in running subtractin calculatins in prgressing recrds r passing infrmatin frm a subreprt t the main reprt. There are many uses that nly becme apparent when the use f the standard frmulas desn t wrk. A variable is a type f cmpnent that may be used in a frmula. A variable represents a specific item f data r a value. It then acts as a placehlder fr that value. When a frmula encunters a variable, it searches fr the variable s value and uses it in the frmula. Unlike a cnstant value, which is fixed and unchanging, a variable can repeatedly be assigned different values. When yu assign a value t a variable, it maintains that value until yu later assign it a new value. Because f this flexibility, it is necessary fr yu t declare variables befre yu use them. It is als frequently necessary t reset the variable. Declaring a Variable Each variable must be assigned a data type (string, number, currency, time, r date) and a name (yur chice). Yu als need t knw the scpe r degree t which the variable will be used: Lcal Variable will be used in a single frmula. Glbal Variable will be used thrughut the main reprt. This is Default if the scpe isn t stated. Shared Variable will be used thrughut the main reprt and any subreprts. 1. T declare a variable, create a frmula using the Frmula Wrkshp r type it in. Within the Frmula Wrkshp, there are tw ptins under Operatrs called Scpe and Variable Declaratins. Open Scpe and duble click the ptin that yu want (typically Shared). Open Variable Declaratins which lists the crrect frmat used in stating the Data Type. Duble click the crrect Data Type. The crrect frmat requires that the scpe be placed befre the Data Type. Shared numbervar := ; Fr just declaring a variable, yu shuld remve the cln and equal sign :=. The name fr the variable ges after the Data Type. <Scpe> <Data Type><VariableName>; Example: Shared NumberVar Security; In ur example, the Scpe is Shared and the Data Type is NumberVar. The Variable name is Security. 2. After the frmula is created it needs t be placed in the reprt. Advanced Crystal 2 6

8 Assigning a Value t a Variable After a variable has been declared, a value can be assigned t it. The assigned value can be a direct value, frmula, parameter, r the value f a field. <VariableName> := <Value> Example: Security := {?ViewSecuredFields}; Declare and Assign Yu can als declare a variable and assign a value t it in ne step. In this case yu wuld nt have remved the :=. Example: Shared NumberVar Security := {?ViewSecuredFields}; Evaluatin Time Evaluatin Times are statements that tell when the frmula is t be evaluated. If nthing is stated, Crystal Reprts guesses what is apprpriate fr the data being used in the frmula. BefreReadingRecrds: frmulas are evaluated befre the database recrds are read. WhileReadingRecrds: frmulas are evaluated while it is reading the database recrds. WhilePrintingRecrds: frmulas are evaluated while it is printing the database recrd data. Evaluate After (x): frmula frces this frmula t calculate after the x frmula. Typically WhilePrintingRecrds is used. Using Variables in a Reprt The riginal Wrk Order Categry Summary Reprt (WOCatSum.rpt) lked like this: It was a very simple reprt which gruped n Categry and used the Crystal Summary tl t calculate the Grup Ttal and Grand Ttal. This wrked when the reprt was run withut filters. There were certain filters that caused duplicate Wrk Order csts. The prblem filters are the fields that cme frm grid data. In the Wrk Order mdule these wuld include Lcatin, Assets, Tasks and Resurces. This ccurs because f the filter statement being passed frm Lucity t Crystal. If there are Advanced Crystal 2 7

9 tw Tasks n a Wrk Order that are true fr a Task filter being run then the reprt will run the recrd twice. When the reprt was run with a resurce filter n Wrk Orders that have emplyees these same categries lked like this: There is an bvius difference in the cst fields. Instead f pssibly ging dwn due t recrds being filtered ut that had n emplyees, the cst actually went up. Sme wrk rders had multiple emplyees s the cst was summed each time the filter was true. The cunt was calculated using the Distinct Cunt ptin as ppsed t the Cunt ptin fr calculating s there was n duplicatin f recrds. T crrect this issue we used gruping and variables. Open WOCatSum.rpt and fllw the steps used t crrect the reprt. 1. Added a secnd gruping n the Wrk Order Number, WO_NUMBER. 2. Created a frmula fr the Wrk Order Cst (WOCst) and placed it in the WO Number Grup Fter 2. WhilePrintingRecrds; Shared numbervar WOCst ; WOCst:={WKORDER.WO_TOTCOST} Advanced Crystal 2 8

10 3. Created a frmula t summarize the cst fr the Categry (WOCstTt). Added a new sectin belw the WO Number Grup Fter 2. This is a secnd Grup Fter (GF2b) fr this sectin. Place this new frmula in this sectin. WhilePrintingRecrds; Shared numbervar WOCstTt ; Shared numbervar WOCst ; WOCstTt:= WOCstTt + WOCst 4. Created a frmula t summarize the ttal cst fr the Wrk Orders (TtSum). This was placed in GF2b. WhilePrintingRecrds; Shared numbervar GrWOCst ; Shared numbervar WOCst ; GrWOCst:= GrWOCst + WOCst 5. Created a frmula t reset r zer the Wrk Order cst variable (ZerWO). Placed this in the WO Number Grup Header #2 sectin. Shared numbervar WOCst :=0; 6. Created a frmula t reset the Categry Cst variables (Zer). Placed this in the Categry Grup Header #1. Shared numbervar WOCstTt :=0 ; Shared numbervar WOCst :=0; 7. Created a frmula t shw the Categry ttal cst (TaskTt). Placed this in the Categry Grup Fter #1. WhilePrintingRecrds; Shared numbervar WOCstTt ; WOCstTt 8. Created a frmula t shw the Grand ttal cst (Ttal). Placed this in the Reprt Fter. WhilePrintingRecrds; Shared numbervar GrWOCst ; GrWOCst 9. Suppressed the new Grup Header and Fter sectins. It depends n the reprt as t whether yu use variables r running ttals t slve filter issues. At the time the reprt was revised the use f variables was the chice methd t crrect the issue. Variables are als very useful t pass infrmatin frm a subreprt t the main reprt. As seen in Unlinked Subreprts n the next page. Advanced Crystal 2 9

11 Date Variables Date fields can be cnverted t a string type variable that can be easier t reset. WhilePrintingRecrds; shared stringvar FirstNticeDue; if {WTBFNOTICE.BN_NOT_TY}="First Ntificatin Sent" then FirstNticeDue:=ttext({@NticeDt}+90,"MM/dd/yyyy") The reset fr this variable (FirstNticeDue) is: WhilePrintingRecrds; shared stringvar FirstNticeDue:=""; Using Variables fr Subtractin Crystal Reprts is quite useful when adding numbers tgether but it gets pretty tricky when yu want t find the difference in running numbers. In Water, the Meter Set Lcatin mdule has a Flw Meter Lcatin Usage Reprt (WTMtUsage.rpt) that is a gd example f this. It is mdified here t a single Reading t clarify the subtractin prcess. The reprt is gruped n the Meter Lcatin Number (Grup 1) and then the Device ID (Grup 2). In GH1 there is a frmula t reset (ZerLc): shared Numbervar LcTt1:=0; In GH2a there is a frmula t reset (ZerDev): shared Numbervar MetTt1:=0; In GH2b there is a frmula t reset (ZerPrev): Shared Numbervar prevval1:=0; In Da there is a frmula fr the amunt used (Diff1): Shared Numbervar prevval1; if PreviusIsNull ({WTMTMD.RM_READ1}) then 0 else if Previus ({WTMTMD.RM_READ1}) = 0 then 0 else if (previus ({WTMETDEV.MD_ID}) <> {WTMETDEV.MD_ID})then 0 else {WTMTMD.RM_READ1}-prevval1; Advanced Crystal 2 10

12 In Db there are tw frmulas: (PrevVal) Shared Numbervar prevval1; prevval1:={wtmtmd.rm_read1}; (CalcTts) shared Numbervar MetTt1; shared Numbervar LcTt1; MetTt1:=MetTt1 + {@Diff1}; LcTt1:=LcTt1 + {@Diff1}; In GF2 there is a frmula fr Device ttal usage (TtMet1): shared Numbervar MetTt1; MetTt1 In GF1 there is a frmula fr the Lcatin ttal usage (TtLc1): shared Numbervar LcTt1; LcTt1 Using Variables t Cunt fr Sectin Suppressin A reprt was created t view Street Subsegment infrmatin including its PCI n a given date. A graph was created fr each subsegment that had mre than ne date. The graph needed t suppress when there were n r ne date/pci values. Advanced Crystal 2 11

13 The (cunt) frmula was created: WhilePrintingRecrds; Shared numbervar cnt ; cnt:=cnt +1 Then within the Sectin Expert, GFa1 Suppress frmula was added: WhilePrintingRecrds; Shared numbervar cnt ; cnt in[0,1] The sectin suppresses when cnt is equal t 0 r 1. Unlinked Subreprts There are times when the subreprts d nt need t be linked. Fr example, yu wn t need t link subreprts if there are n cnnectins t the main reprt. In this situatin, the subreprt can share data using variables but des nt necessarily share a database. Stand-alne reprts can be brught in as subreprts s that ne reprt can bring in many reprts r just the final values f these reprts as a summary. In Lucity sftware there are tw ways t alter Field captins t suit individual needs: Edit the apprpriate text bject in the reprt as discussed in the related Beginning Crystal wrkbks. Pull the value that is stred in the database and display it n the reprt using an unlinked subreprt. This is the setup fr the User fields in the Custm tab. Lucity uses this type f unlinked subreprt in many f the detailed reprts. It is hidden in a Reprt Header subreprt. It cntains a frmula declaring variables that are assciated with the User buttn captins in the Custm tab. frmula appears n the fllwing page. Nte that this is nly part f the frmula. We ve included this t make yu aware f what happens behind the scenes. Any line starting with // is just a cmment; it is nt part f the frmula. The frmula fr each User buttn captin lks smething like this: Advanced Crystal 2 12

14 Advanced Crystal 2 13

15 Using Variables and Dcumentatin A custmer reprt was sent in t be mdified t use dates and times frm the Wrk Order Event grid and the Request grid. This was the best dcumented reprt I have ever seen. This example is mre t shw the extent that variables can be used and the dcumentatin. Example prtin (all lines starting with // are strictly fr dcumentatin): // Here we are determining what time categry the time difference falls int // We declare the variable fr use in the frmula. // It is shared because we are passing the value t and frm ther frmulas. // These are variable that we cleared in grup 2 header. shared numbervar Min60_OH; shared numbervar Min90_OH; shared numbervar Min120_OH; shared numbervar Min60_AH; shared numbervar Min90_AH; shared numbervar Min120_AH; //shared stringvar negwtime; if ((nt ({@DateTest} = ''))and (nt({@eventdt}=''))) then // we take the current value f the variable // and make it equal t that value plus the current value f frmula. if {@Mins} <= 60 and {@Mins} >= 0 and {@Afterhrs} = 0 and nt (ttext ({@DateTest}) = '') then Min60_OH:= Min60_OH + 1; if {@Mins} > 60 and {@Mins} <= 120 and {@Afterhrs} = 0 and nt (ttext ({@DateTest}) = '') then Min90_OH:= Min90_OH + 1; if {@Mins} > 120 and {@Afterhrs} = 0 and nt (ttext ({@DateTest}) = '') then Min120_OH:= Min120_OH + 1; if {@Mins} <= 60 and {@Mins} > 0 and {@Afterhrs} <> 0 and nt (ttext ({@DateTest}) = '') then Min60_AH:= Min60_AH + 1; if {@Mins} > 60 and {@Mins} <= 120 and {@Afterhrs} <> 0 and nt (ttext ({@DateTest}) = '') then Min90_AH:= Min90_AH + 1; if {@Mins} > 120 and {@Afterhrs} <> 0 and nt (ttext ({@DateTest}) = '') then Min120_AH:= Min120_AH + 1; if {@Mins} < 0 then negwtime = negwtime & " " & {WKORDER.WO_NUMBER} & ","; Advanced Crystal 2 14

16 The Request Date and Time came frm the Request subreprt and the Event Date and Time came frm the Event subreprt. These values were brught t the main reprt as variables. There were a number f frmulas using variables s I really didn t want t start frm scratch. Therefre, I wrked with what was there. This was the reasn fr sme f the challenges. Frm the way the date field was riginally used, it needed t be a text field. The date and time fields were then handled separately. The difference in days were taken and then the difference in times. The days were cnverted t minutes: // In this step, we want t display the time difference frm when the request was entered // t when the first task was started. // First we see if there are values in the date frmulas (the Request and Event dates) shared Numbervar DtMin; if ((nt ({@DateTest} = ''))and (nt({@eventdt}=''))) then // If there are values, then we get the difference between the tw date values. DtMin:= DateDiff ("n", Date ({@DateTest}), Date ({@EventDt})); // the "n" part indicates that we want minutes returned. The time prtins were then lked at. The Request minutes were fund: RMin:=60*(hur(time({WKREQ.RQ_REC_TM}))) + minute(time({wkreq.rq_rec_tm})) And then the Event minutes were fund: EMin:=60*(hur(time({WKWOEVENTS.WE_EVNT_TM}))) + minute(time({wkwoevents.we_evnt_tm})) Then the Difference in Date/Time f the Request being entered and the Event ccurring was fund (@Mins): if ((nt ({@DateTest} = ''))and (nt({@eventdt}=''))) then DtMin - Rmin + Emin Advanced Crystal 2 15

17 Cmments t Nn Cmment Subreprts Subreprts may nt be put in subreprts. Adding a Cmment sectin that is in a separate XXMEMO table that requires certain criteria t be true t pull the crrect data seems impssible t add t a sectin in a reprt that is already a subreprt. There are a variety f ways t accmplish this task. Nt all wrk fr the varius scenaris. Optin 1 Variables A client wanted the Cmment fr Events added t the Wrk Order Detail Reprt (WODetail.rpt). Events is a subreprt f this Reprt. It was dne as fllws: 1. Bring in the WKMEMO table and link. 2. Grup n the ID f the subreprt table (WKWOEVENTS). 3. Create a variable frmula (Text) t grab the text f the crrect Mem field. WhilePrintingRecrds; Shared stringvar Text ; If {WKMEMO.CO_FIELD}="WE_MEMO1" then Text:={WKMEMO.CO_TEXT} 4. Create a reset frmula (Zer) fr this variable and place it in the Grup Header sectin. The zer in this case is a space instead f a zer (0) because it is a string variable. WhilePrintingRecrds; Shared stringvar Text:=" "; 5. Place the reprt infrmatin in the Grup Fter sectin. Advanced Crystal 2 16

18 6. Create anther Grup Fter sectin fr the Cmment. 7. Place the Cmment text frmula (CmmentTxt) in the secnd fter sectin. Make sure this field is allwed t grw. WhilePrintingRecrds; Shared stringvar Text ; Text 8. Fr the Cmments text field use a suppress frmula when the text variable is blank. WhilePrintingRecrds; shared stringvar Text ; Text=" " 9. In Sectin Expert select Suppress Blank Sectin fr the secnd Grup Fter. Optin 2 Gruping & Cnditinal Suppressin Here is anther way in which a Cmment was brught int a subreprt. The cmment was added t the Ntificatins subreprt within the Request Detail Reprt (ReqDetail.rpt). Advanced Crystal 2 17

19 1. Bring in the WKMEMO table and link. 2. Grup n the WKREQNOT_RN_ID field and place the infrmatin frm this table in the Grup Header. 3. In the Detail sectin place the infrmatin frm the WKNOTCOM table and the Text field frm the WTMEMO table. 4. In the Sectin Expert, create a cnditinal suppressin frmula fr the Details sectin. {WKMEMO.CO_FIELD} <> "NC_MEMO1" Advanced Crystal 2 18

20 Percentages It is pssible t shw a value as a percent f a grup r f the ttal using Insert Summary, a frmula r variables. These ptins may be used with reprts that will nt be run with filters n grid (child) fields. Percentage with Insert Summary In the Wrk mdule there is a Wrk Order Categry Summary Reprt (WOCatSum.rpt) that we will find the percent f the ttal cst f all wrk rders fr that particular categry. 1. Use a cpy f the Wrk Order Categry Summary Reprt and name it LC_WOCatSumPerc.rpt. 2. Mdify the existing reprt t allw rm fr the new Percent clumn. Reduce the CAT_TY field width by mving the right edge t 4. Mve the Grand Ttals text field s that the right edge is als at 4. Mve the Cunt f WO s clumn s that the right edge is at 5. Mve the Ttal Cst clumn s that the right edge is at 6 ¼. 3. Add a text bject fr the Percent clumn. Right align at Calculate the value fr the Categry Cst as a percent f the Ttal Cst. Click n Insert Summary. Set up as fllws and click OK. 5. Mve the summary that has been created s that the right edge aligns with the right edge f the Percent clumn. Advanced Crystal 2 19

21 Percentage with a Frmula Cntinuing with the previus reprt, we will add the same percent using a frmula. 1. Right Click n Frmula Fields and select New. 2. Type in a name (CatPercent). 3. Expand Functins > Summary > PercentOfSum 4. Duble click PercentOfSum (fld, cndfld) Frm the Crystal Reprt Help Guide: fld is a Number r Currency field that can be evaluated by the functin. cndfld is a field used t grup the values in fld by. The fllwing frmula shws in the Wrkshp windw. PercentOfSum (, ) 5. Expand Reprt Fields. 6. The fld t be used is the WO_TOTCOST field. Click just t the right f the left parenthesis. Duble click the WO_TOTCOST field. 7. The cndfld grup field is WO_CAT_CD. Click just t the right f the cma. Duble click WO_CAT_CD. 8. Click Save and clse. 9. Drag the frmula (CatPercent) just t the right f the Percent frmula created with the Insert Sum tl. 10. While the new frmula is highlighted, click the percent sign (%) in the tl bar. This newly created frmula shuld have the same percent value as the ne created with the Insert Summary Tl. Percentage with Variables The Wrk Order Categry Summary Reprt currently uses variables t calculate the ttal cst fr the Categry as well as the Grand Ttal. If yu try t use the variables in a percent calculatin smething like this: if {@Ttal}>0 then 100 * {@TaskTt}/{@Ttal} Advanced Crystal 2 20

22 value isn t fr the entire is a running ttal that will nly be the ttal up t that pint. This value is shwn n the far right. A ttal value can be calculated in a subreprt befre it is used in the main reprt. 1. Click Insert Subreprt. 2. Give it a name (TtalCst). 3. Click Reprt Wizard. 4. Bring the WKORDER table ver t the Selected Tables bx. Next 5. Bring the WO_NUMBER and WO_TOTCOST fields ver t Fields t Display. Next 6. Bring WO_NUMBER field ver t Grup By. Next 7. Summararized Fields shuld be WO_TOTCOST. Next 8. Grup Srting shuld be WO_NUMBER. Next 9. N Chart. Next 10. N Recrd Selectin. Next 11. N Template. Finish. OK 12. Drp the subreprt int the Reprt Header and unsuppress the sectin. 13. Frmat the subreprt. 14. Open the subreprt. 15. We will nw create a variable that ttals all Wrk Order Csts. Right click n Running Ttal Fields. Click New Give it a name (TtalCst). Set up as fllws: Advanced Crystal 2 21

23 Right click n Frmula Fields Click New Give it a name (TtalCstV) Enter a frmula fr a variable equaling the Running Ttal frmula. WhilePrintingRecrds; shared numbervar TtCst; TtCst:={#TtalCst} Click Save and clse Drag the frmula int the Reprt Fter. Suppress all sectins f the subreprt. 16. In the main bdy f the reprt mdify the CatPercV frmula t calculate the Categry cst percent using the newly created variable fr ttal. Right click n the CatPercV frmula and select Edit. Change the frmula as fllws: shared numbervar TtCst; if TtCst>0 then 100 * {@TaskTt}/TtCst All three ptins t calculate the percent gave the same value and culd have been used in this situatin. Usually it is persnal preference as t which ptin is used but smetimes the reprt requires a specific methd. Use f Cmmands If the database yu are using supprts SQL, yu can write yur wn cmmand which will be represented in Crystal Reprts as a Table bject. This can reduce the size f the data being brught in as well as running fields thrugh calculatins and grupings befre the data runs in the reprt. Srting can be an issue when the value t be srted n is a frmula within a grup. The Grup Srt Expert can be helpful but nt all frmula fields are available fr srting. Cmmands d nt recgnize Lucity filters when the reprt is run. In the previus example fr Percent the Ttal Cst culd have been calculated in a Cmmand and been brught in as a field t be used t calculate the percent f the Categry cst. This wuld nly have wrked with All Recrds. In Database Expert the Add Cmmand wuld have been selected. Advanced Crystal 2 22

24 This wuld pen the fllwing windw. The SQL statement wuld be added t the left bx. The SumWOCst field wuld have been available t use in the percent calculatin. Here is anther reprt which nly used a Cmmand. Advanced Crystal 2 23

25 The reprt needed t grup n the Task but the srt was n the Avg Cst/Unit frmula field. This frmula was nt available in the Grup Srt Expert s a Cmmand was used. When the reprt was created and the Data windw appeared, instead f selecting tables, the Add Cmmand was selected. The SQL statement was added t the left bx. The values were brught int the reprt and then the Recrd Srt Expert was used t srt n the CalcUC field. Anther case where Add Cmmand is used is when yu need t Select recrds with an OR statement that uses fields frm different tables. T set this up yu need t knw the required tables, the fields used in the reprt and the selectin criteria. Here is an example f the SQL statement used t create this type f reprt: SELECT SWBLDG.*, SWBLDGOB.*, SWBLDGSUMP.BB_STAT_TY, SWNET.NT_BASIN, SWNET.NT_USMAN, SWNET.NT_DSMAN, SWBLDGOB.BO_STAT_TY, SWBLDGSUMP.BB_STAT_TY FROM ((SWBLDG LEFT JOIN SWBLDGOB ON SWBLDG.BD_BLDGID = SWBLDGOB.BO_BLDGID) LEFT JOIN SWBLDGSUMP ON SWBLDG.BD_BLDGID = SWBLDGSUMP.BB_BLDGID) LEFT JOIN SWNET ON SWBLDG.BD_NETID = SWNET.NT_ID WHERE SWBLDGOB.BO_STAT_TY='psitive' r SWBLDGOB.BO_STAT_TY='suspect' r SWBLDGSUMP.BB_STAT_TY='psitive' r SWBLDGSUMP.BB_STAT_TY='suspect' Advanced Crystal 2 24

26 Table Jins Usually in Crystal s Database Expert the tables are linked with an uter jin. When there is infrmatin in the first table then it lks t the table it is jined t with the uter jin. This nrmally shws up with an arrw frm the ne t the ther. (Smetimes in lder versins f Crystal the arrw pint desn t shw up, s the line lks like an inner jin. Yu have t click n it t figure ut the kind f jin that is being made.) Left Outer Jin: There wuld need t be a wrk rder befre yu wuld pull task infrmatin. There wuld need t be a task befre the resurce infrmatin wuld shw up. There are sme cases within Lucity where an inner jin is required. One example is where bth Subsegment and Rad share the same table (STPVFLD) fr string Inspectin data. Chances are gd that yu wuld nt use bth Subsegment and Rad s this shuldn t be an issue but if yu d, then an inner jin wuld be the way t handle the infrmatin. Inner Jin: Nw in rder t see recrds bth tables wuld need t have data where FD_SB_ID is equal t SB_ID. A similar case is hw the Traffic Vlume table (STTVSEG) cnnects t Segment and Rads. An inner jin is again used. Advanced Crystal 2 25

27 Image Reprts Reprts using images can be helpful. There are several imaging reprts used thrughut the Sewer mdules. The fllwing items are necessary t bring an image int a reprt. We will lk at the TV Observatin Image Reprt (TVObsrImg.rpt). 1. First a Parameter field is set up: Advanced Crystal 2 26

28 2. Then the DcPath frmula is created and placed in the Reprt Header: shared stringvar GBADcPath:={?GBAMSDOCPATH}; 3. The Image subreprt is in a Grup Fter: 4. Within the subreprt s Select Expert is the fllwing selectin criteria: {SWDOC.DOC_PATH} Like ['*.jpg', '*.bmp', '*.jpeg', '*.tif', '*.tiff', '*.TGA', '*.PNG'] and {SWDOC.KEY_ID} = {?Pm-SWTVOBSR.TO_OBS_ID} and {SWDOC.CHILD_TABLE} = "SWTVOBSR" 5. The RelDcPath frmula in the subreprt Header lks like this: shared Stringvar GBADcPath; GBADcPath Ntes: Advanced Crystal 2 27

29 6. The image is in an OLE bject in the Detail sectin. Right click the bject, select Frmat Graphic, and then click n the Picture tab. 7. Click the frmula buttn next t Graphic Lcatin. The fllwing frmula appears: shared stringvar GBA DcPath; if left ({SWDOC.DOC_PATH},13) = "$GBAMSDOCPATH" then {@RelDcPath} + right ({SWDOC.DOC_PATH}, (Len ({SWDOC.DOC_PATH})- 13)) Else {SWDOC.DOC_PATH} 8. T suppress the Detail sectin when there is n image: In Sectin Expert click n the Details a sectin. In the Suppress (N Drill-Dwn) frmula bx there is a frmula. isnull ({SWDOC.DOC_ID}) Advanced Crystal 2 28

30 Hyperlinking Mdules can have dcuments attached t them. A client wished t have a link t these dcuments in the Daily Inspectin Detail Reprt. A Ntificatin subreprt was added. The subreprt used the WKDOC table. It was linked as fllws: The subreprt was set up like this: Within the Select Expert the frmula lked like this: {WKDOC.MODULE_NAME}="WKDAILYI" and {WKDOC.KEY_ID} = {?Pm-WKDAILYI.DI_ID} Fr the DOC_DESC field yu right clicked and selected Frmat Field. Then the Hyperlink tab was selected. Advanced Crystal 2 29

31 In the File Name Frmula Wrkshp the Dcument Path field was brught in: {WKDOC.DOC_PATH} In the subreprt Reprt Header a statement was added s the reprt user knew what t d t access the dcuments. (Duble click here t pen the Dcument subreprt then click n the dcument yu wish t view.) Ntes: Advanced Crystal 2 30

32 Gruping Mre Advanced Grup Srt Expert When a reprt uses gruping, the reprt autmatically srts n the first grup and then within the grup any ther grups. Each grup can be srted in ascending, descending r a specific rder. The Grup Srt Expert can be used t change the field the reprt will srt n. An example f this is the Supersegment Wrk Order Cst Summary Reprt By Descending Cst (SupersegDWOCst.rpt). This reprt was gruped n the Supersegment descriptin field. The asset wrk rder cst (AS_WOCOST) was being summed in the grup fter. Within the Grup Srt Expert the srt was changed t the cst field. Advanced Crystal 2 31

33 Sectin Expert and Gruping If different Heading infrmatin is needed fr data in the same grup, yu can use the Sectin Expert t create this affect. The Select Expert f the reprt is selecting nly recrds where the fllwing is true. {STSIGNREG.SR_REGS_CD} in [1, 2, 3 TO 12] Each Grup Header 2 sectin is gruping n REGS_CD in the Traffic Regulatins table (STSIGNREG). Within the Sectin Expert each Grup Header sectin has a suppress frmula s it will nly shw the recrds that cincide with that grup heading. GH2a suppresses when the fllwing is true: {STSIGNREG.SR_REGS_CD} in [1,3 TO 12] This means that GH2a will shw up when the REGS_CD is equal t 2. The ther tw GH2 sectins have different suppressin frmulas. Nt nly can yu have different infrmatin in the Grup Header sectins, yu can d this in the Grup Fter as well. Yu can use the Sectin Expert t suppress the different Header and Fter sectins. Fr example the GH1a, GF2a and GF1a all use the fllwing suppressin frmula: {WKRESRCE.WR_RTYP_CD} in [2,3] Advanced Crystal 2 32

34 Specific Order f Gruping In the previus example it was imprtant t have the grups shw up in a specific rder. This was dne using the Change Grup ptin. Fr Grup 2 the fllwing ptin was used. Advanced Crystal 2 33

35 Duplicate Table Use Due t Lucity s flexibility in the use and linking f tables it is helpful that Crystal can accmmdate mst f the relatinships. Crystal Reprts allws the same table t be brught in multiple times int a reprt by adding a _# such as _1 r _2 t the end f the table name. This is helpful when shwing the relatinship f the structures t the ends f a pipe as seen in the Sewer Pipe Detail Reprt (PipeDet.rpt). Advanced Crystal 2 34

36 Cnversins The fields in Lucity can be a variety f types like numeric, text r datetime. If the fields are used in a frmula, then all f the pieces need t be the same type f data. Yu can use cnversin frmulas: TText(x) TString(x) TNumber(x) T g frm all caps t Nrmal Text use the fllwing frmula: PrperCase({WKRESRCE.WR_RSRC_TY}) T get years t shw up withut a cmma: TText(Year ({?Pst Date}),0,'') Ntes: Advanced Crystal 2 35

37 Web Reprts Cnverting Desktp Reprts t use in the Web Custm Reprts that have been created fr the desktp versin f Lucity will NOT wrk in the Web applicatin as is. T cnvert a reprt frm a standard Lucity reprt t a Web reprt, cmplete the fllwing steps: 1. Open the reprt in Crystal Reprts. 2. G t Database>>Set Datasurce Lcatin. SQL Server Clients select OLE DB (ADO)>>Make New Cnnectin. Oracle Clients select Oracle Server. Advanced Crystal 2 36

38 3. If yu are using SQL Server yu will then be prmpted t select a prvider. Use the Micrsft OLE DB Prvider fr SQL Server as shwn belw. 4. Next, enter the Cnnectin infrmatin. Fr SQL Server, include the SQL Server Name, User ID, Passwrd, and Database. Advanced Crystal 2 37

39 Fr Oracle, include the Service, User ID, and Passwrd. 5. Once yu create a cnnectin yu will need t individually (manually) map every table frm the reprt ne at a time. Dn t frget the tables in the Subreprts! Nte: Reprts must be psted t the web server in the \Reprts directry in rder t be available nline. There yu will see sub-directries such as \Equip\ r \Wrk\. Reprts shuld be placed in the apprpriate sub-directries. Adding Web Reprts Once a reprt is cnverted fr Web use it will need t be added t the list f available reprts in the mdule the reprt is t be run frm. There are tw different methds fr adding reprts in the web. Methd 1 - Thrugh the Lucity Administratin Tl 1. Launch the Lucity Administratin Tl and g t Reprts > Reprt Manager. Advanced Crystal 2 38

40 2. Use the drp dwns at the tp f the tl t navigate t the mdule that the reprt is meant fr. 3. Click the New Reprt buttn at the bttm f the Reprt Manager dialg. The fllwing windw will appear: 4. Enter the Reprt Name. 5. Enter the Reprt File Path. This shuld always start with Reprts\ and then the rest f the path t the reprt including the.rpt file extensin. 6. Enter the Reprt Descriptin. 7. Click Save. The new reprt will be added t the Reprt Manager. Methd 2 - Thrugh Lucity Web 1. Open the Web mdule that the reprt will be run frm. 2. Open the Reprts Tl. Advanced Crystal 2 39

41 3. T add a new reprt, click the Add buttn. The fllwing dialg will appear: 4. Enter a Reprt Name, Reprt Descriptin, and the Reprt Filename (starting with Reprts\) then the flder name where the reprt is lcated fllwed by a backslash (Wrk\) then the name f the actual.rpt file. Remember t add the.rpt prtin n at the end f the reprt filename. 5. Chse the type f reprt this will be 6. Click Save. Standard Reprt - The reprt will be run by clicking the reprt tl, selecting the reprt and hw t run it, and running it. Quick Reprt - All Recrds - Adds the reprt t the quick reprt drpdwn list next t the reprt tl. The reprt will always be run against all recrds. Quick Reprt - Filtered Set - Adds the reprt t the quick reprt drpdwn list next t the reprt tl. The reprt will always be run against the current filter set. Quick Reprt - Current Recrd Only - Adds the reprt t the quick reprt drpdwn list next t the reprt tl. The reprt will always be run against the current recrd. Advanced Crystal 2 40

42 Web Reprts and Parameters Typically recrd selectin ccurs with a filter in Lucity, and then the reprt is run with this filtered set. Sme users wish the reprt t d the recrd selectin. Reprts are able t d this by using Parameters t query the user fr the filter that is t be used in selecting recrds fr the reprt. The Web reprts allw use f parameters but in a limited way. Parameters set up with a Static list t select frm will allw selectin f a single value t run the reprt in either PDF r HTML view. Parameters set up with a Dynamic list t select frm will nt shw a list f values. A single value can be entered manually and must match exactly the field the reprt is selecting n fr either PDF r HTML views. A parameter that is set up t allw multiple values will nly accept a single value when the reprt is run. The abve limitatins apply t web reprts Viewed as PDF r develped in Crystal XI r earlier. Reprts revised r created in Crystal 2008 can be set up t allw the parameter t be queried again in the HTML view s a new parameter value may be selected r multiple values may be chsen (if the parameter field was set up t allw multiple values) and Dynamic parameter lists will be available t select field values. The editable parameter ptin is available in the Parameter setup dialg. The Value Optin is Shw n (Viewer) Panel. The Setting ptins are Editable, D nt shw and Read Only. When this setting is Editable and the Web reprt pened with the HTML view, the Parameter buttn will be active fr use t mdify the Parameter selectin. T use this ptin, cmplete the fllwing steps: Click n Parameters t pen a panel t the left f the reprt. Advanced Crystal 2 41

43 The actual parameter screen can be pened t either select a new value r multiple values (if the parameter was set up t allw multiples) by clicking n the Parameter value and then clicking the Edit parameter value buttn. After the new selectin values have been set up, click n OK. At the tp f the Parameter clumn select Apply. Nte: If parameters are set up in a subreprt, they shuld nt have the same name as parameters in the main reprt. Web Date Filters If a date filter is built in the desktp, the filter uses the # sign. WKORDER.WO_STRT_DT BETWEEN #01/01/2014# AND #12/31/2014# If this is used in the web and the reprt is run with Frm Filtered Set, it will errr. Instead use the single qutes in the filter. WKORDER.WO_STRT_DT BETWEEN '01/01/2012' AND '12/31/2012' Adding Reprts t Dashbard Standard Reprts T add a standard Dashbard reprt t yur Dashbard, d the fllwing: 1. In Lucity Admin Tls click n Dashbard > Dashbard/Preferences. 2. If Lucity is in the list f users n the left, select it and click Edit. If it is nt there, click Add. If yu have t Add, then n the next screen select Lucity. 3. On the Dashbard tabs screen click Add. Advanced Crystal 2 42

44 4. Give the tab a name then click Add t add a frame. 5. Give the frame a name then click Add t add a plugin. 6. Select Crystal Reprt frm the list, give it a name if desired and click OK. 7. Select the mdule yu want the reprt t run in by using the three drp dwns. 8. Select the reprt t run under Reprt Name. 9. T change the filter, click the Acquire buttn. Click OK. 10. Click OK, click OK, click OK, click Save. Click Clse. 11. The reprt shuld nw shw in the web dashbard. Custm Reprts T add a custm reprt t yur dashbard, d the fllwing: 1. The reprt needs t be cnverted fr the Web. 2. The reprt name needs t have the wrd Dash at the beginning f the file name. DashWeeklyWOReprtWeb.rpt 3. The reprt needs t be in the crrect Web reprt flder. (ie Wrk flder fr Wrk reprts) 4. In the Lucity Administratin Tls g t Reprts > Reprt Manager and add the Dashbard versin f the reprt as a new reprt. 5. Then fllw the steps listed fr adding a Standard Reprt t the Dashbard. Odd Things Happen Field nt shwing all f the text Check the Field Frmat Editr in the cmmn tab t make sure the Can Grw ptin is checked. If it is checked and the field is still cutting ff the data then make sure the maximum lines is set at 0. Wrk ld versin (RTDetail.rpt) frmatting fr the Cmments Fr Crew subreprt, CO_TEXT field. Advanced Crystal 2 43

45 Reprt Takes a Lng Time t Open If yu have a Detail reprt that takes a LONG time t pen, check the UDefs.rpt subreprt at the tp f the reprt and the Cmment subreprt at the bttm f the reprt. Open the Frmat Editr dialg bx fr the Subreprt and click n the Subreprt tab. Make sure the Re-imprt When Opening check bx is NOT checked. Smetimes this ptin is silver and can t be changed. Wildcard Use Fr Lucity desktp filtering the wildcard symbl is the asterisk *. If a filter is built in the Lucity web versin the wildcard symbl is the percent sign %. Crystal recgnizes the asterisk. The web versin cnverts the symbl befre it runs the reprt. If yu typically use the percent sign fr a wildcard make sure that when yu are wrking in Crystal that yu use the asterisk. Web Page Number Limitatin When reprts are run in the Web with the PDF view the page limitatin is ten. In rder t increase the web page limit yu will need t add a new line statement t the appsettings.cnfig file lcated n yur Web Server in the C:\inetpub\wwwrt\LucityWeb flder: Open the file with Ntepad and paste the fllwing line between the <appsettings> and </appsettings>: <add key="maxpdfpages" value="10" /> Adjust the 10 t the ttal number f pages yu want the reprt(s) t accunt fr. Nte: the larger the number the lnger it will take t generate. The file when cmplete will prbably lk like this: <appsettings> <add key="maxpdfpages" value="50" /> </appsettings> This may require an IIS reset t take the changes. Advanced Crystal 2 44