Crystal Reports for SAP Business One Mastery Training Course

Learn how to easily create and modify SAP Business One reports and layouts using Crystal Reports.
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  • Lectures 45
  • Contents Video: 10 hours
    Other: 7 mins
  • Skill Level All Levels
  • Languages English
  • Includes Lifetime access
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    Available on iOS and Android
    Certificate of Completion
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About This Course

Published 5/2014 English

Course Description

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!

What are the requirements?

  • SAP Business One 8.81 and above is recommended
  • Crystal Reports 2008 or 2011
  • Your SAP partner will be able to provide a Crystal Reports Designer license if you are current with your maintenance

What am I going to get from this course?

  • 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

What is the target audience?

  • 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

What you get with this course?

Not for you? No problem.
30 day money back guarantee.

Forever yours.
Lifetime access.

Learn on the go.
Desktop, iOS and Android.

Get rewarded.
Certificate of completion.

Curriculum

Section 1: Objectives and Overview
1 page

**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!

02:09

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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

06:55

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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

Section 2: Creating a Report
18:33

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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

14:19

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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

13:29

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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

01:04

A short and useful lecture to help you find the downloadable lecture content.

13:02

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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

16:56

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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

13:51

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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

12:46

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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

13:58

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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

18:23

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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

14:26

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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

11:11

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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!

01:50

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!

18:10

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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

18:53

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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

19:39

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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

15:19

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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

19:50

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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

7 questions

Test your knowledge by taking this quiz based on section 2 lectures.

Section 3: Advanced Techniques
18:52

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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

19:56

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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

19:23

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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

19:25

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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

19:49

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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

19:16

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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

08:25

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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

18:52

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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

19:54

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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

19:05

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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

14:52

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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

19:52

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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

09:36

Bonus lecture with more detail on SQL views. Description of what they are, why they are useful and an example you can download and use today.

**REMEMBER TO DOWNLOAD THE FILES FROM THIS LECTURE**

Article

New token I found to be very useful.

07:42

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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

Article
Do you ever edit a report or layout and you try to run it in SAP and you are prompted by a login screen like this?
8 questions

Test your knowledge by taking this quiz based on section 3 lectures.

Section 4: Deploying a Report
18:11

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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

19:32

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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

08:46

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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

3 questions

Test your knowledge by taking this quiz based on section 4 lectures.

Section 5: Summary
00:35

After taking my course you should have all the skills needed to create your own reports and layouts from scratch. If you have any questions you can post them on the lecture or message me directly. Thank you for purchasing and good luck!!

Section 6: Additional Resources
19:19

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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

17:57

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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

14:15

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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

4 pages

All files used in the various lectures for download

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Instructor Biography

Michael Taylor, BBA, Business Management Consultant

Summary: Active SAP software consultant working with SAP Business One in the SME space. Developing business intelligence and business processes for my clients. Working for Forgestik in Western Canada.


History

My focus has always been on business and technology.

Started in web design and development while attending school, finished my BBA and began implementing business management software. I was quickly recruited into the SAP ecosystem and began working with SAP Business One.

Using information technology is critical to operational efficiency. Your use of technology means the difference between good and great.

With my eye for design and mind for process, I have been designing business systems be it in ERP form or web site form since the start of my career.

My current focus is SAP Business One implementation with a specialty in Crystal Reports and business intelligence.

But I have not lost my love for design and internet technologies as I still work on web development projects on the side.


Interests

I am an enthusiastic martial artist (Pankration / MMA), reader and artist. Amateur handyman, technology nerd, video game connoisseur and sushi lover.

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