Crystal Reports for SAP Business One Mastery Training Course
- 10.5 hours on-demand video
- 1 min on-demand audio
- 2 articles
- 62 downloadable resources
- Full lifetime access
- Access on mobile and TV
- Certificate of Completion
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Try Udemy for Business- Create reports and layouts for SAP Business One
- Understand the data structure of SAP Business One for reporting
- Install reports and layouts and deploy them throughout your enterprise
- SAP Business One 8.81 and above is recommended
- Crystal Reports 2013 (2008 / 2011 will work fine)
- Your SAP partner will be able to provide a Crystal Reports Designer license if you are current with your maintenance
If you work with SAP Business One, then you need to be familiar with Crystal Reports. This course gives you SAP Business One specific lessons for working with reports and layouts built in Crystal Reports.
Many courses offer basic Crystal Reports training, but this course gives you SAP Business One specific training in:
- Understanding how SAP Business One works with Crystal Reports
- Fundamentals of planning / structuring your reports to make creation easier
- Details on finding data in SBO (including SAP resources included in the course)
- The actual building, formatting and design of reports and layouts
- Best practices for deploying, managing and controlling authorizations
The course is taught by an active SAP Business One consultant and includes years of experience working specifically with SBO and Crystal Reports. The course is brimming with tips, tricks and best practices to maximize your business intelligence capabilities. You will save time and money making edits to your own reports and layouts.
Included in the course are SAP consultant specific manuals and guides to help you follow along with the lectures and for reference when you do your own projects. Also included are example reports and assist queries to help find DocKey@ and ObjectId@ data for quick previewing of layouts.
Materials Included with Purchase:
- Example Crystal Reports and layouts
- PDF manuals for working with SAP Business One and Crystal Reports
- SAP Business One comprehensive database manual
- Custom DocKey@ and ObjectId@ query for easily finding references needed to preview layouts
- A condensed lecture to summarize the course if you get out of practice and need a quick refresher
Monthly live question and answer seminars will be included free for all students!
This is the only course designed specifically for SAP Business One and Crystal Reports. Do not get fooled by taking a classroom course on Crystal Reports, it will not give you the knowledge you need to get the job done.
Buy this course today!
- End-users of SAP Business One who want more out of their business intelligence and form layouts
- SAP Consultants who want instruction based on real-world experience working with Crystal Reports and SAP Business One
- Independent Crystal Reports consultants who need more details working with SAP Business One databases and processes
- Users should be familiar with SAP Business One fundamentals and terminology
**PLEASE DOWNLOAD MY COMPANION POWERPOINT BEFORE BEGINNING**
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My PPT will have extra information and course materials in the slide notes and is meant to be a reference. Please click in the right hand sidebar to download.
Message me directly with questions, if it is a fair question that proves you have done your research I will respond. If it's clearly in one of my lectures I will point you to resources. Please expect a 48 hour delay on responses. Make sure you check out the SAP Business One Crystal Reports forum: http://scn.sap.com/community/business-one/reporting-and-printing
I intend to have live monthly sessions to answer student questions. I will send out an email soliciting questions, the top few questions or reports I will address and do in a live webinar. Stay tuned!
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Welcome! Agenda and course objectives.
Index:
00:00:09 - Course Agenda
00:00:38 - Course Objectives
00:01:07 - Who is Mike Taylor?
00:02:05 - Lecture summary
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Overview of SAP Business One and how it works with Crystal Reports.
Index:
00:00:13 - Overview
00:00:23 - Demo of Crystal Reports integration
00:00:46 - Print preview of SAP sales quote layout
00:01:25 - Overview of Report and Layout Manager
00:02:20 - More detail of reports integration
00:03:15 - Crystal Reports user interface overview
00:04:09 - Detail on SBO integration add-in in Crystal Reports
00:05:50 - Lecture summary / finish overview slide
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Starting from the beginning. Creating a report or layout.
Index:
00:01:42 - Crystal Reports interface overview
00:02:08 - Starting a new blank report
00:02:28 - Adding a new SQL connection
00:06:15 - Adding an SQL table to your report
00:09:50 - General Crystal Reports interface overview
00:10:45 - More on the Field Explorer
00:12:45 - More on the Database Expert
00:14:48 - How to disable Automatic "Smart" Linking
00:16:32 - My practical advice for learning Crystal Reports
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Starting from the beginning. Creating a report or layout.
Index:
00:18:40 - Record Select Expert
00:19:18 - More on the Section Expert
00:28:30 - More on the Group Expert
00:29:40 - More on insert menu item
00:30:05 - SAP Business One save add-in integration
00:31:18 - More on the Preview mode
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Starting from the beginning. Creating a report or layout.
Index:
00:31:52 - Making and editing document layouts
00:32:52 - Editing a Sales Quote layout from SBO
00:34:51 - Token parameter example for layouts (DocKey@)
00:36:00 - Notes on saving an edited layout or report into SBO database
00:37:04 - Trick to finding a report if you accidentally saved it incorrectly
00:39:03 - My discussion on PLD converted Crystal Report layouts (Customer Statement)
00:44:10 - Lecture summary
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Before you do anything you need to plan out your report. It will save you time and frustration and will help you to gather the needed table and field informaton. My Excel method will save you time and energy.
Index:
00:02:51 - My steps for Excel method
00:03:20 - Example plans
00:07:40 - Example #2
00:08:50 - Review of presentation
00:09:38 - More advanced example plans
00:09:55 - Cool quote of the day
00:10:14 - More about the structure of this course related to planning
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Various ways to find data in SAP Business One. Once you have a plan you need to start with a logical method to find the tables and fields you will need four your report.
Index:
00:01:17 - Reminder about HD video
00:01:50 - Reminder about posting questions to lecture sidebar
00:02:35 - Demo begins
00:03:40 - Review of Excel plan
00:04:05 - System information tool (CTRL + SHIFT + I)
00:05:09 - My anology of SAP tables as a spreadsheet
00:06:03 - List of fields needed for report
00:06:46 - Identifying fields needed for report using system information tool
00:07:21 - Introduction to the query generator tool
00:08:01 - Discussion about finding tables and fields with system information
00:08:38 - Detail of query generator tool
00:10:01 - OCRD (business partner) table field details
00:11:02 - Execute SELECT * FROM OCRD table to view all columns and rows from the business partner table
00:11:48 - Finding fields from query results
00:13:02 - Discussion of linked tables in SBO
00:14:55 - Easy way to identify linked tables with query generator
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Various ways to find data in SAP Business One. Once you have a plan you need to start with a logical method to find the tables and fields you will need four your report.
Index:
00:16:23 - Other ways to identify linked tables
00:19:03 - Manually browsing SQL tables
00:20:41 - Trick to identify the data you want from query generator
00:21:00 - Natural sorting of fields
00:21:38 - Where to find UDFs in tables
00:22:06 - Discussion of SAP object references and their importance
00:24:31 - SDK database reference
00:25:23 - Searching database reference
00:26:27 - Summary of finding data methods
00:26:52 - Discussion of SQL profiler tool
00:29:00 - Don't forget to post your questions to the sidebar to the right of the lecture
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Master the database expert. Continuing with making a connection to your database, adding tables and fields to your report.
Index:
00:04:08 - Beginning of demo
00:04:13 - Effects and discussion of automatic "smart" linking
00:06:10 - Disabling automatic "smart" linking
00:06:45 - Making a report from scratch and adding a new database connection
00:10:14 - Adding tables from our Excel plan
00:11:51 - Joining SQL tables
00:12:34 - Methods of finding which fields join tables
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Master the database expert. Continuing with making a connection to your database, adding tables and fields to your report.
Index:
00:16:17 - Discussion of "less is more" for database tables and report efficiency
00:17:13 - Field data types and linking
00:19:03 - Types of table joins (INNER and LEFT OUTER mostly)
00:21:50 - Discussion about SQL views and commands
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Now that we have our data, it's time to work with the section expert to setup our report structure and finally put some fields down.
Index:
00:04:58 - Beginning of demo
00:05:52 - Tutorials on the section expert
00:06:48 - Default report sections
00:10:56 - Tab option details for section expert
00:13:15 - Keep together checkbox
00:13:44 - Tip of the day - Make each page stand alone if needed
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Now that we have our data, it's time to work with the section expert to setup our report structure and finally put some fields down.
Index:
00:17:48 - Suppress blank section
00:21:14 - Underlay following sections
00:25:43 - Read only checkbox
00:26:11 - Paging tab
00:28:27 - Color tab
00:29:06 - Conditionally suppressing sections
00:30:29 - Fields and field explorer
00:31:10 - Special fields
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Now that we have our data, it's time to work with the section expert to setup our report structure and finally put some fields down.
Index:
00:31:37 - Excel report plan review
00:32:04 - Start pulling fields into the report
00:36:22 - Doing a Crystal Reports preview (push F5)
00:39:20 - Adding a summary field
00:41:02 - Review Excel plan
00:42:12 - Remember to put comments and questions in the sidebar!
Hello! If you are enjoying the course so far, please leave me a fair review. This lecture will show you how to leave course reviews. It really helps me to develop this course and it really helps me to focus on this course more. If there is anything I can improve for you before you leave your review or if you have any questions, please let me know through the Udemy message system. Thank you!
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With our sections and fields in place, it's time to make our report pretty. Formatting, alignment, tips and tricks.
Index:
00:01:03 - Beginning of demo
00:01:35 - My hatred of rulers
00:02:53 - Report page setup
00:04:53 - Basic report elements
00:07:21 - Manual size and position
00:08:18 - Adding a line and various options
00:12:40 - Tip: getting a colour from any image to use in your report from Photoshop
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With our sections and fields in place, it's time to make our report pretty. Formatting, alignment, tips and tricks.
Index:
00:17:40 - Adding a box with various options and formatting
00:21:07 - Continuing with more basic report elements that all reports should have
00:23:31 - Inserting a text object and formatting
00:28:03 - Quick alignment of elements
00:33:34 - More on quick alignment and quick sizing
00:35:46 - Adding special field page numbers
00:37:00 - Zoom in, zoom out mouse trick
00:38:50 - Formatting page header
00:40:06 - Setting default fonts and formats
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With our sections and fields in place, it's time to make our report pretty. Formatting, alignment, tips and tricks.
Index:
00:41:00 - Format painter
00:44:42 - Fine tuning your sections
00:52:00 - Dynamic section sizing trick from previw
00:52:47 - Formatting for numbers and totals
00:54:49 - Review of report and Excel plan
00:55:25 - Summary of best practices
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Data and format are all sorted out, now it's time to do our selection criteria to make our reports more specific.
Index:
00:02:23 - Beginning of demo
00:03:59 - How to determine valid field constraints for record selections
00:05:02 - Using record select expert to limit data in our report
00:07:05 - Suppress section vs record select discussion
00:10:04 - Making a new parameter
00:12:23 - Using a parameter with record selection
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Data and format are all sorted out, now it's time to do our selection criteria to make our reports more specific.
Index:
00:14:46 - Adding invoice fields to the report
00:22:10 - Using record sort expert
00:25:00 - Parameter for date range
00:26:32 - Assigning a date parameter to record select
00:29:20 - Adding summary and formattings for invoice total
00:30:18 - Setting parameter display order
00:30:58 - Discuss SAP token system for parameters
00:33:45 - Rant with tips to help you get more out of this course
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Data and format are all sorted out, now it's time to do our selection criteria to make our reports more specific.
Index:
00:02:15 - Beginning of demo, usefulness of grouping
00:05:20 - Review of Excel report plan
00:05:37 - Using group expert
00:07:05 - Formatting the group header
00:12:43 - Cleaning up the details section and adding more columns
00:17:50 - Orphaned records and group "keep together" option
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Data and format are all sorted out, now it's time to do our selection criteria to make our reports more specific.
Index:
00:18:45 - More details on common group settings and sorting
00:24:05 - Discussion on my method for making reports
00:25:55 - More details on group options
00:27:22 - Discussing "keep group together" details
00:29:18 - Reformatting remarks fields and some tips on handling multi-row fields
00:32:28 - Summary fields by group with group footers
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Data and format are all sorted out, now it's time to do our selection criteria to make our reports more specific.
Index:
00:38:03 - Nested grouping with invoice rows, adding table to report
00:40:40 - Adding invoice row fields to report and formatting
00:48:38 - Makeing nested group header column labels
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Enhance your report with calculations and conditional formulas.
Index:
00:02:56 - Beginning of demo
00:05:14 - Creating a new formula field
00:06:21 - Formula functions list
00:07:38 - Writing an IF statement formula
00:14:20 - Discuss ISNULL and NULL values
00:17:17 - Replacing doc type field with new formula
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Enhance your report with calculations and conditional formulas.
Index:
00:20:44 - Making a new boolean (true / false) parameter to hide report details
00:22:32 - Writing a conditional suppress formula with a parameter
00:25:58 - Best practices for report design, design your reports to be more versatile to reduce the amount of maintenance required
00:31:09 - Conditional font colour example: highlight overdue dates in red
00:37:12 - Record select formula to filter out closed invoices
00:38:11 - Using a conditional suppress formula and a parameter to open / closed or both status invoices depending on user input
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Enhance your report with calculations and conditional formulas.
Index:
00:42:51 - Discussion of record select versus supress to filter out records
00:44:15 - Discussion of conditional grouping
00:47:29 - More ISNULL and NULL discussion
00:49:08 - Best practices for adding UDF values to avoid NULLs
00:50:56 - Recap of lecture topics
00:53:29 - Trying to improve sound in this lecture and questions
00:54:36 - BONUS: Invoice total calculation fix to match grouped rows
00:57:41 - Formatting the new formula field over the old field
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Make your report more interactive with SAP Business One specific syntax to drilldown on marketing documents and master data within the SBO client from Crystal Reports.
PS. I will attach the golden arrow image file for your reference
Index:
00:01:22 - Beginning of demo
00:02:20 - Create golden arrow hyperlink formula for master data
00:03:22 - Finding the primary key for master data and marketing documents
00:04:41 - Adding golden arrow syntax to marketing document
00:06:04 - Demo in SBO of how to use golden arrow links
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Reports within reports that have an independent data structure but some link to the main report (or not). Either traditional inline in the main body of the report or "on-demand" as a separate drilldown.
Index:
00:02:33 - Discussion about subreports and structure
00:04:35 - Inserting a subreport and creating the data structure
00:05:02 - Adding tables and fields to subreport using "Report Wizard"
00:05:41 - Formatting subreport once inserted into body of report
00:06:07 - Editing subreport
00:07:02 - Preview our new subreport
00:07:46 - Change subreport link to main report
00:08:22 - More report formatting
00:10:15 - Add a label for the subreport
00:12:05 - Creating an on-demand subreport
00:12:38 - Adding a dynamic formula for on-demand subreport caption
00:13:07 - Formatting default caption for on-demand subreport caption
00:14:40 - Using an icon as a link for on-demand subreports
00:15:02 - Clicking on on-demand subreport link
00:15:08 - Formatting new on-demand subreport
00:16:29 - Examples of other on-demand subreports and testing our subreport
00:17:30 - Recap of lecture
00:18:23 - Limitations of subreports and example
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Working with layouts for different marketing documents and forms in SAP. Reasons to use the default SAP layouts and how to work with SAP token system for making your own layouts.
Index:
00:01:01 - Discussion of SAP Business One's default layouts
00:01:47 - PLD converted layouts
00:03:47 - Start of demo, review of documents in SBO
00:05:10 - Review of default Crystal Reports Sales Quote
00:07:20 - My modified default Sales Quote layout
00:08:25 - How to edit a layout directly from SBO
00:10:48 - Previewing a layout and finding the DocKey and ObjectID with my easy query
00:12:57 - Finding the DocKey and ObjectID manually
00:18:17 - Review and editing default layout
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Working with layouts for different marketing documents and forms in SAP. Reasons to use the default SAP layouts and how to work with SAP token system for making your own layouts.
Index:
00:21:46 - A note about editing default layouts, "Non-Destructive Editing"
00:31:12 - My address fix for layouts
00:35:20 - Saving a new layout back to the database and "Save As" warning
00:35:50 - SAP Add-In and where to find it
00:36:32 - Why you should upgrade to Crystal Reports 2011
00:37:40 - I finally save back to the database
00:38:31 - How to find a temp file you accidently saved but didn't save to the database
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Working with layouts for different marketing documents and forms in SAP. Reasons to use the default SAP layouts and how to work with SAP token system for making your own layouts.
Index:
00:40:14 - Making a layout from scratch
00:41:20 - Finding the basic tables for our new service call layout
00:42:11 - Overview of tokens in the Working with CR 9.0 guide
00:43:20 - Making your DocKey@ and ObjectId@ token parameters
00:45:51 - Record selection using our tokens
00:46:45 - Manually importing the new layout into SBO
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Expansion on the token system in SBO. How to use tokens to run SQL queries for parameters and to pull information for custom document layouts.
Index:
00:00:11 - What is a token?
00:03:09 - Start of demo
00:04:25 - How to Work with Crystal Reports SAP guide
00:05:22 - Making a query for use with a token
00:07:23 - Adding query to parameter token in Crystal Reports
00:10:30 - Exploring other types of tokens
00:14:07 - Referencing tokens in other tokens to make dynamic cascading parameters
00:16:06 - Using tokens for selection criteria
00:17:20 - Tokens for making layouts
00:19:29 - Example token and preview in SBO
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Overview of using CR on the SBO mobile app.
Index:
00:01:36 - Limitations of mobile Crystal Reports
00:02:26 - Start of demo and setup of mobile size reports
00:03:31 - Discussion of general uses of mobile reports
00:05:41 - Importing a mobile report
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Deploying your Crystal Reports reports and layouts. Importing, exporting, managing and printing from SBO.
Index:
00:01:52 - Starting with Report and Layout Manager
00:08:16 - Doing an import directly from Crystal Reports
00:09:39 - Where to get the CR Add-In installation and some notes
00:11:45 - Get rid of CR 2008 immediately
00:12:33 - Saving manually with CR add-in from Crystal Reports Designer
00:12:55 - Best practices on report naming conventions, backups and versioning
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Deploying your Crystal Reports reports and layouts. Importing, exporting, managing and printing from SBO.
Index:
00:18:14 - Finding your report after importing and more work with Report and Layout Manager
00:20:23 - Importing Crystal Reports from SAP Business One
00:21:50 - Modifying menu location and making your own menu folders
00:22:55 - Importing a layout and finding unique form key
00:26:31 - Exporting a package of layouts / reports from SBO
00:28:35 - Printing and print sequences
00:29:43 - Print sequencing
00:31:54 - Recap of lecture and topics
00:36:16 - Troubleshooting Question: Removing custom folders from menu structure
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User control, authorizations and best practices for deployment.
Index:
00:00:52 - Start of demo
00:01:29 - Best practices for deploying a report
00:02:57 - User authorizations for reports
00:05:32 - User defaults for layouts
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If you are out of practice and want a place to start, this course will get you back into the swing of things with a lightning speed review of basic concepts.
Index:
00:01:42 - Start of refresher
00:02:37 - History and overview of Crystal Reports
00:06:30 - Starting a report. Build a PLAN for your report
00:07:14 - Finding information in SBO, data structure and database expert
00:10:10 - Reference codes and linking tables
00:12:52 - Using the database reference (included in additional resources)
00:14:43 - Adding a new connection
00:15:38 - Linking tables in the Database Expert
00:18:45 - Turn OFF automatic dumb linking
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If you are out of practice and want a place to start, this course will get you back into the swing of things with a lightning speed review of basic concepts.
Index:
00:19:14 - Previewing a report in Crystal Reports using my DocKey and ObjectId finder query
00:22:30 - Object ID reference list
00:23:26 - Sections and Section Expert
00:24:07 - Warning about conditional supressing and report totals
00:25:09 - Overview of grouping
00:27:18 - Stacking, database fields and sections
00:28:49 - Field explorer and formatting
00:32:28 - Parameters, supression and record selection
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If you are out of practice and want a place to start, this course will get you back into the swing of things with a lightning speed review of basic concepts.
Index:
00:37:01 - Layout specific parameters
00:37:39 - Editing reports & layouts, importing them and setting them as default
00:40:07 - User authorizations
00:41:50 - Editing reports & layouts out of the database
00:44:04 - Overview of additional resources
If you don't know, I have an SAP Business One YouTube Channel as well. Check out some cool videos at http://youtube.battleshipcobra.com/
This video is an introduction to SQL Queries. I'm designing a course on this topic, but many people have expressed an interest in getting better at SAP Business One SQL Queries. Well this video is a start.