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Crystal Enterprise SAP Edition - Users' Guide PDF
Crystal Enterprise SAP Edition - Users' Guide PDF
Users Guide
Copyright 2002 Crystal Decisions, Inc., 895 Emerson St., Palo Alto, California,
USA 94301. All rights reserved.
Issue 1.
No part of this documentation may be stored in a retrieval system, transmitted or
reproduced in any way, except in accordance with the terms of the applicable
software license agreement. This documentation contains proprietary information
of Crystal Decisions, Inc., and/or its suppliers.
Trademark Acknowledgements
2002 Crystal Decisions, Inc. All rights reserved. Crystal Decisions, Crystal,
Crystal Reports, Crystal Enterprise, Seagate Info, Seagate Software, Seagate, and
the Seagate and Crystal logos are trademarks or registered trademarks of Crystal
Decisions, Inc. and/or Seagate Technology, Inc. All other trademarks referenced
are the property of their respective owner.
Contents
Chapter 1: Welcome to Crystal EnterpriseSAP Edition
What is Crystal EnterpriseSAP Edition? ........................................... 2
Who should use this guide? ............................................................... 2
Chapter contents ................................................................................................... 2
Index ................................................................................. 45
ii
Chapter contents
The following is a short description of each of the remaining chapters in this guide.
Chapter 2: Reporting off BW queries
This chapter introduces you to Crystal ReportsSAP Edition and the integrated
features of the SAP Tools toolbar. It shows how to create and select queries for
reports, and how to save reports to BW. It concludes with a tutorial that guides you
through the creation of a report based on the SAP DemoCube.
Chapter 3: Reporting off InfoSets and ABAP Queries
This chapter shows how to connect to SAP with the InfoSet driver in order to select
an InfoSet or an ABAP query as a data source for a Crystal report.
Crystal Training
Whether youre a developer, information technology professional, or business
user, we offer a wide range of Crystal EnterpriseSAP Edition training courses
designed to build or enhance your existing skills. Courses are available online, at
certified training centers, or at your own site:
For a complete list of training courses and special offers, visit:
http://www.crystaldecisions.com/training/
Crystal Consulting
Our global team of certified consultants and consulting partners can guide you
through a corporate-wide solutionincluding strategy, design, integration and
deploymentfor the fastest results, maximum performance, and increased
productivity.
To learn more, visit:
http://www.crystaldecisions.com/consulting/
Document conventions
Document conventions
This guide uses the following conventions:
Commands and buttons
For easy recognition within procedures, User Interface (UI) features appear in
bold type. For example: On the File menu, click New.
Keyboard shortcuts
Delete means the Delete key, or the Del key on your numeric keypad. Enter
means the Enter, Return, or CR key, depending on which of these keys appears
on your keyboard.
Key combinations
CTRL+KEY, SHIFT+KEY, and ALT+KEY are examples of key combinations.
Hold down the first key in the combination and, at the same time, press the
second key in the combination (designated above as KEY). For example:
CTRL+C means hold the Control key down and press the letter C on your
keyboard (CTRL+C is the Windows Copy command).
Key terms are italicized when first defined.
Monospaced font indicates data that you enter using your keyboard. For
example: In the Formula Editor, type If Sales > 1000 Then crRed
Monospaced, italicized font indicates variable data that you must replace with
data appropriate to your current settings, environment, or task. For example,
in the following URL, you would replace webserver
http://webserver/crystal/enterprise/
Command
Function
Open Report
Save Report
Save Report As
Button
Command
Function
Disconnect
Settings
SAP mode
2 Select from the available options to customize the behavior of Crystal Reports:
Default template
In this field, you can specify a report (an .rpt file) that you want to use as a
template for all new reports that you create from BW queries. For details,
see Using your own reports as templates on page 14.
Prepare reports for translation on server
If you select this option, the reports that you save in BW are prepared for
translation on the SAP system. For details, see Preparing reports for
translation on page 36.
3 Type your usual SAP user credentials in the Client, User, Password, and
Language fields; then click OK.
The Query Designer appears.
5 Select the InfoProvider whose data you want to base your query on; then click OK.
The Query Designer automatically displays the InfoProvider in Tabular
Display mode, which is required when designing Crystal reports. For details
about Tabular Display mode, see the SAP Library > Business Information
Warehouse > Business Explorer.
6 Define your query by selecting measures and characteristics from the Key
Figure and Dimensions lists and dragging them to the Columns area.
10
Note: For complete information about using the Query Designer, see the SAP
Library > Business Information Warehouse > Business Explorer > Query
Design: BEx Query Designer.
7 Click Save Query.
8 In the Save Query dialog box, click Roles and select the role where you want to
save the query.
9 Type a Description and a Technical Name for the query; then click Save.
The Technical Name must uniquely identify the query, meaning that the name
can appear only once across all InfoProviders in BW. The Technical Name can
be up to 30 characters long and must begin with a letter.
10 Click Quit and Use Query.
Crystal Reports generates a report that uses your query as its data source. The
report opens in the Design tab of Crystal Reports. You can now add fields, titles,
charts, and other objects to the report. For details, see Designing and
formatting Crystal reports on page 32.
11
Note: If your system is not displayed, click the Group or Server tab and
provide the valid BW system information. Contact your administrator if you
are unsure of the entries that need to be made.
The next SAP Logon dialog box prompts you for User Data.
3 Type your usual SAP user credentials in the Client, User, Password, and
Language fields; then click OK.
The Select Query for your Crystal Report dialog box displays the queries that
are available through your Favorites, Roles, and InfoAreas in BW.
4 Select the query whose data you want to report off; then click OK.
Crystal Reports generates a report that uses your query as its data source. The
report opens in the Design tab of Crystal Reports. You can now add fields, titles,
charts, and other objects to the report. For details, see Designing and
formatting Crystal reports on page 32.
12
Saving reports to BW
After designing a report based on a query, you can save the report to a role in BW.
At the same time, you can prepare the report for translation, automatically publish
it to Crystal Enterprise, or save it as an iView.
Before saving your report, check the reports title by clicking Summary Info on the
File menu. The title that appears here is displayed for users in Crystal Enterprise.
The technical name of the query is used as the default title, but you can replace it
with a descriptive title that is more meaningful to SAP users.
Tip: Use the Save or Save As command on the File menu to save the report to disk.
To save a report to BW
1 On the SAP menu, click Save Report.
Tip: You can also click the corresponding button on the toolbar.
2 In the Save a Crystal Report to BW dialog box, select the role where you
want to save the new Crystal report.
3 Type a Description for the report; then click Save.
Depending on your connection settings, the Save to BW options dialog box
may appear.
13
14
2 In the Default template field, specify the report (.rpt file) that you want to use
as a template for all new reports that you create from BW queries.
3 Click OK.
Note: If you subsequently rename, move, or delete your report template, Crystal
Reports prompts you with an error message when you attempt to create a new
report from a BW query. You must specify a new report template (or none at all)
before you can create the new report.
15
3 Type your usual SAP user credentials in the Client, User, Password, and
Language fields; then click OK.
The Query Designer appears.
4 On the Query Designers toolbar, click New Query.
The New Query: Select InfoProvider dialog box displays the InfoAreas and
InfoProviders that are available on your system.
16
Note: For complete information about using the Query Designer, see the SAP
Library > Business Information Warehouse > Business Explorer > Query Design:
BEx Query Designer.
17
18
Tip: The fields in the Fields to Display area appear in the same order, from top
to bottom, as they are displayed in the report, from left to right. You can reorder
them now using the up and down arrow keys.
2 In the Fields to Display area, click Costs (SAP Demo).
3 In the Column Heading field, delete the default textwhich is Costs (SAP
Demo)and type Costs in its place.
This changes the default column heading that is displayed in the report.
4 Click Next to proceed to the Group tab.
19
20
2 In the Summarized Fields area, select each field and ensure that sum is
selected in the Summary Type list and that Add Grand Totals is selected.
When you view the report, the Costs, Net value, and Tax Amount values are
summarized for each Country group.
3 Click Next to proceed to the Style tab.
21
22
23
24
5 Expand More Data Sources; then expand SAP R/3 Info Sets.
The SAP R/3 Logon dialog box appears. For more details, see Logging on to
the SAP server on page 25.
Tip: If the SAP R/3 Logon dialog box does not appear, double-click Make
New Connection, or close and re-open the SAP R/3 Info Sets node.
2 On the R/3 System tab, select the SAP system that you want to report off.
25
Note: If your SAP administrator has not configured SAP Logon, your SAP
system will not appear on the R/3 System tab. In this case, click the Group or
Server tab and provide the valid SAP system information. Contact your SAP
administrator if you are unsure of the entries that need to be made.
3 Click OK.
The next SAP R/3 Logon dialog box prompts you for User Data.
4 Type your usual SAP user credentials in the Client, User, Password, and
Language fields.
5 Click OK.
Crystal Reports logs you onto the SAP system and displays the Allow Reporting
On dialog box. Use this dialog box to filter the data that is returned from the SAP
system. For details, see Selecting an ABAP query or an InfoSet on page 26.
Note: If you can log on to your SAP system but the Allow Reporting On dialog
box does not appear, check your configuration options. For details, see
Configuration options on page 29.
26
Your ABAP queries and InfoSets may contain parameters that you can use to limit
the data returned from the SAP system. For example, you might specify a date
range to get data for only a certain period. If parameters are included in the ABAP
query or InfoSet, Crystal Reports prompts you to specify the values that you want
to include in the query.
For information on designing ABAP queries and InfoSets, refer to your SAP
documentation.
Note: If you log on to the SAP system but the Allow Reporting On dialog box
does not appear, check your Crystal Reports configuration options. For details,
see Configuration options on page 29.
2 In the Data Source area, select either SAP Info Set or SAP ABAP Query.
3 In the Work Space area, specify whether you want to search in the Global area,
the Local area, or both.
4 In the Name Filters area, use the appropriate text field to specify the data
sources that you want to make available to the report.
Use the following techniques when selecting queries or InfoSets:
Type full or partial names of queries or InfoSets.
Separate distinct names with commas.
27
Tip: The name of an InfoProvider may have a prefix (IG, IL, QG, or QL) that
indicates its type and location. The first letter (I or Q) denotes the type as InfoSet
or ABAP Query. The second letter (G or L) indicates whether the InfoProvider
is in the global or local area. (It is possible to have two InfoProviders with the
same nameone in each area.) To view additional information, right-click any
query or InfoSet and, on the shortcut menu, click Properties.
6 Double-click the query or InfoSet that you want to add to the report.
If the query or InfoSet contains parameters, the Enter Parameter Values dialog
box prompts you for information. Use the dialog box to specify the data that
you want to include, and then click OK.
7 When you are returned to the Data Explorer, click Close.
You can now add fields and continue to design your report in the usual manner.
For details, see Designing and formatting Crystal reports on page 32.
Tip: For additional information on parameters and on general report design topics,
see the Crystal Reports Online Help.
28
Configuration options
When you install Crystal ReportsSAP Edition, you may need to change your
global reporting options to improve the experience of reporting off SAP. The steps
in this section show how to configure Crystal Reports to list tables and fields by
both name and description, and to prompt you for information whenever you
access a database table. Your SAP system may contain thousands of tables, each
with a predefined, non-descriptive name. These options ensure that you can select
specific tables for a report without having to search through an immense list.
If you are reporting off data sources other than SAP, you may prefer not to be
prompted for information every time you connect to the database. If so, clear the
Reprompt user when connecting option.
Note: If you are unable to connect to certain SAP tables, or if you cannot view
table or field names or descriptions, ensure that these recommended options
remain selected.
29
Configuration options
30
31
32
Preview Sample
Crystal Reports designs the layout of the report in the Design tab. The Preview
Sample dialog box opens, enabling you to choose how many database records
you want to display on your report. Crystal Reports then retrieves the limited
record set from the database.
Crystal Reports retrieves all of the reports data when you click Finish in the Report
Expert, or when you refresh a previewed report.
33
command is available only when you open an SAP report in Crystal ReportsSAP
Edition.) This command, however, removes the reports internal marker, and Crystal
Enterprise can no longer recognize the report as valid SAP content. As a result, you
must be running Crystal EnterpriseEnhanced SAP Edition before you can publish
the newly modified Crystal report back to your production Crystal Enterprise system.
Note: Consult with your administrator if you are unsure of the Crystal Enterprise
licensing model that has been implemented with your BW system.
4 Click OK.
All of the programs features are now available to you, and you can modify all
aspects of the report.
5 When you have finished editing the report, save it to BW and publish it to
Crystal Enterprise. For details, see Saving reports to BW on page 13.
Note: If you are unable to publish the modified report to Crystal Enterprise, you
may need to consult with your administrator about upgrading to Crystal
EnterpriseEnhanced SAP Edition.
34
35
Because you have already created two reports with the SAP Tools toolbar, you
dont need to create a new subreport now.
6 In the Report File name field, type the path to the second report (.rpt file) that
you created, or click Browse to locate the report on your local drive.
7 Choose On-demand subreport to have the ability to retrieve the data on the
subreport when needed. Otherwise, all the subreport data will appear with the
report.
An on-demand subreport appears as a hyperlink in the primary report. When
you open the primary report, no data is retrieved from the on-demand
subreport until you drill down on the hyperlink.
8 Click OK.
The program displays an object frame.
9 Move the frame where you want the subreport to appear in the report, and
click once to place it.
The program creates a Subreport Design tab, which is labeled with the
subreport name. To edit the subreport, click the Design tab and make your
modifications.
10 Click the Preview tab to view the primary report with the inserted subreport.
For complete details about subreports, see the Crystal Reports Online Help.
36
37
4 On the SAP menu, click Save Report and proceed as usual. For details, see
Saving reports to BW on page 13.
38
This formula ensures that the currently selected fields font size is reduced from
12 pts to 10 pts when the users logon language is German (or when the user
schedules a German instance of the report).
6 Click Save and close.
39
40
41
Viewing reports
You can view Crystal reports from a number of applications depending upon how
Crystal Enterprise has been integrated with your BW system. For instance, you can
launch reports in a web browser from within the SAP Easy Access interface, or you
can log on to the SAP ePortfolio web desktop with your usual SAP credentials.
Tip: You can also save reports as iViews and include them in your SAP Portals
Enterprise Portal. For details, see Saving reports to BW on page 13.
42
Replace webserver with the name of the web server that is set up for Crystal
Enterprise. You may need to check with your administrator for the web server
name or exact URL to enter.
The Log On page appears.
Tip: If you are logged on automatically with the default Guest account, click
Log On in the top-right section of the title bar.
2 In the SAP SystemID field, type the three-character System ID (SID) for your
SAP system.
Contact your administrator if you are unsure of the appropriate SID.
43
Viewing reports
3 In the SAP Client field, type your usual three-digit SAP client number.
4 Type your usual SAP logon credentials in the User Name and Password fields.
5 In the Authentication list, ensure that SAP Authentication is selected.
6 In the Language field, type your usual SAP language code.
If reports are available on your system in multiple languages, their titles and
descriptions are displayed in the language that you specify here. In addition,
on-demand reports will display headings, titles, and other information in the
appropriate language, so long as the report was designed to accommodate for
multiple languages.
7 Click Log On.
The home page appears and you are logged on with your own account.
8 Click the My Roles button on the title bar for quick access to all of the Crystal
reporting content that has been saved in your various SAP roles and published
to Crystal Enterprise.
Tip: For more information about using SAP ePortfolio, click Help to access the
SAP ePortfolio Users Guide.
44
Index
A
ABAP queries............................................................ 24
and parameters .................................................. 27
and subreports ................................................... 26
prefixes in names ............................................... 28
selecting for reports............................................ 26
Allow Reporting On dialog box ................................ 27
configuration options ......................................... 29
areas, global and local.............................................. 28
audience, intended..................................................... 2
Automatically publish to Crystal Enterprise ................. 8
B
batch publishing....................................................... 42
Business Explorer (BEx) Query Designer ..................... 6
BW queries................................................................. 6
connection settings .............................................. 6
creating for reports ............................................... 9
default report title............................................... 13
selecting for reports............................................ 11
BW Query driver ........................................................ 6
connection settings .............................................. 6
C
commands, in Crystal Reports..................................... 6
conditional formatting .............................................. 38
configuration options............................................ 6, 29
connecting
with the BW Query driver .................................. 11
with the InfoSet driver ........................................ 24
connection settings..................................................... 6
consulting................................................................... 3
conventions, used in this guide................................... 4
Create New Report from a Query command............... 6
creating
queries ................................................................. 9
reports to use as templates ................................. 14
Crystal Enterprise ........................................................ 2
publishing reports to .......................................... 42
viewing reports through ..................................... 42
Crystal Reports............................................................ 2
F
field descriptions ........................................................ 8
formatted reporting..................................................... 6
formatting
reports ............................................................... 32
translated reports ............................................... 38
with the LanguageCode% formula ..................... 38
formulas, LanguageCode%....................................... 38
Functional Area driver, see InfoSet driver
G
global area ............................................................... 28
H
help, technical support............................................... 3
45
Report Experts........................................................... 32
tutorial ............................................................... 15
report templates........................................................ 14
reporting..................................................................... 6
off ABAP queries and InfoSets ............................ 26
off BW queries ..................................................... 6
reports ...................................................................... 32
designing and formatting .................................... 32
multiple data sources ......................................... 35
predefined.......................................................... 33
publishing .......................................................... 42
saving to BW...................................................... 13
selecting queries for ........................................... 11
selecting the InfoSet driver ................................. 24
titles ................................................................... 13
translating .......................................................... 36
tutorial on creating ............................................. 15
viewing .............................................................. 42
Reprompt user when connecting
configuration options ........................................... 29
RSCR_ADMIN_REPORTS ......................................... 42
L
LanguageCode% formula ..........................................38
languages
translated reports ................................................36
viewing reports in...............................................42
List tables and fields by, configuration options ..........29
local area ..................................................................28
logical databases.......................................................26
M
modifying predefined reports ....................................33
N
naming, report titles ..................................................13
O
Open Report command ..............................................6
options, configuring Crystal Reports ......................6, 29
P
parameters
and ABAP queries...............................................27
and InfoSets........................................................27
predefined reports
modifying ...........................................................33
publishing ..........................................................42
Prepare reports for translation on server ......................7
Prepare this report for translation ..............................13
preparing reports for translation ................................36
Prompt on every table, configuration options............29
publishing .................................................................42
in batches...........................................................42
Q
queries
creating ................................................................9
in SAP BW............................................................6
selecting for reports ......................................11, 26
46
S
SAP BW...................................................................... 6
connection settings .............................................. 6
publishing reports from ...................................... 42
saving reports to ................................................. 13
SAP DemoCube, reporting off................................... 15
SAP Easy Access ....................................................... 42
SAP ePortfolio........................................................... 42
SAP mode................................................................. 33
SAP mode command .................................................. 7
SAP Tools toolbar ....................................................... 6
Save Report As command ........................................... 6
Save Report command................................................ 6
saving reports to BW................................................. 13
selecting
ABAP queries ..................................................... 27
BW queries ........................................................ 11
InfoSets .............................................................. 27
reports as templates............................................ 14
Settings command ...................................................... 7
settings, for connecting to BW .................................... 6
Standard Report Expert, tutorial ................................ 15
Start BW Query Designer command ........................... 7
subreports........................................................... 26, 35
support
technical .............................................................. 3
web site ............................................................... 3
Suppress save dialog ................................................... 8
T
technical field names ................................................. 8
technical support........................................................ 3
templates.................................................................. 14
titles, of reports......................................................... 13
toolbar ....................................................................... 6
training....................................................................... 3
translated reports...................................................... 36
formatting .......................................................... 38
preparing ........................................................... 36
viewing.............................................................. 42
troubleshooting, configuration options ................. 6, 29
tutorial ..................................................................... 15
V
viewing reports......................................................... 42
W
web sites
consulting ............................................................ 3
training ................................................................ 3
47