Goals

  • Plan and create a report
  • Organize and format data
  • Apply record selection
  • Create formulas and apply conditioning report
  • Export and distribute reports

Audience

  • Business Analyst
  • System Administrator

Prerequisites

Essential

  • Knowledge of Windows Conventions

Recommended

  • Basic database concepts

Course based on software release

  • SAP Crystal Reports for Enterprise
  • SAP BusinessObjects BI platform 4.1

Content

  • Report Planning
    • Describing Database Concepts
    • Planning and Developing a Report Prototype
  • SAP Business Objects BI Platform and Data Source Connection
    • Logging On to SAP BusinessObjects BI Platform
    • Defining a Data Source
  • Report Creation
    • Connecting to a Data Source
    • Creating a Query
    • Describing the Report Design Environment
    • Setting Up Report Sections
    • Describing the Field Objects Controls
    • Saving a Report
  • Report Layout and Formatting
    • Setting Page Properties
    • Applying Report Formatting Options
  • Data Selection
    • Editing a Query
    • Inserting Additional Filter Conditions
    • Modifying Query Filters
    • Applying Time-Based Filters
  • Sorting, Grouping, and Totaling
    • Sorting Data
    • Grouping Data
    • Creating Nested and Multiple Groups
    • Creating a Custom Group
    • Grouping on Time-Based Data
    • Totaling Grouped Data
    • Totaling Column Data
  • Additional Report Objects
    • Inserting Predefined Objects
    • Adding Graphical Objects
  • Formulas
    • Defining Formulas
    • Using the Formula Workshop
    • Creating and Modifying Formulas
    • Applying Boolean Formulas
    • Applying If-Then-Else Formulas
    • Applying Date Calculations + Applying Numeric Calculations + Applying String Manipulation
  • Conditional Formatting
    • Formatting Objects Conditionally
    • Formatting Fields Conditionally with Formulas
    • Formatting Sections
    • Formatting Sections Conditionally
    • Drilling Down on Sections
  • Charting
    • Describing Charting Concepts
    • Charting On Data
    • Formatting Charts
  • Report Distribution
    • Exporting a Report
    • Saving Reports to SAP BusinessObjects Business Intelligence Platform