Crystal Reports Training by Ken Hamady, MS, Reporting and Training Nationwide

The
Crystal Reports Underground News - Volume 2005.06 (June 2005)
an independent source
for Crystal Reports Information by Ken Hamady
Contents
for June, 2005:
** BO attempts to restrict user
group speakers
** The "Don't Pay Twice" campaign
to educate Crystal and Enterprise
users
** Business Objects Enterprise XI configurations and prices
** My on-site training classes
** Crystal Reports Server vs building your own application
** Crystal Wizard official download
** My Library of Crystal Reports materials:
** New XI features added to the Expert's Guide to Subreports,
Parameters and Alerts
** Eliminating extra rows and columns in Excel exports
** Copying and pasting cross-tabs to Excel
** Read back issues at http://www.kenhamady.com/news.html
BO attempts to restrict user group
speakers:
This month BO is trying a new
approach to stifling independent voices. They just notified all
of the BO user groups that they should use "Authorized Partners" as
speakers. They are threatening to withhold catering support
(GASP!) from user groups that invite speakers who are not 'endorsed' by
BO. Here is part of the message sent to user group board members:
"...From time to time, I see training consultants on user group agendas
that are not on our Authorized Education Partner list. If this
consultant is not endorsed by our local sales team, we will not support
your meeting with catering funding or marketing support."
The UG board members I have spoken to are livid about this. Some
groups are seriously weighing disassociation. Make sure you let
your local user group's board know how you feel about this. They
represent you the users.
The "Don't Pay Twice" campaign to
educate Crystal and Enterprise users:
Thanks to all of you who sent in
feedback to BO last month. Don't let them sidetrack you with
important sounding legal jargon. The simple truth is that they
are trying to make independent training more expensive and limit your
choices. This is bad for all users and bad for their product
line. Do you really think BO should approve/control all course
books that are produced for you? Do you want to attend a public
class where the instructor can only say nice things about Crystal
Reports and Business Objects?
I have started a campaign to let every single user know what BO is
doing and encourage them to share their thoughts with the
company. You can read the details on the following page:
http://www.kenhamady.com/licensingissues.html
Here are some highlights:
1) I have spoken with Board members from several of the largest user
groups. They are notifying their colleagues in all of the other
groups nationwide. They are discussing the best way to get the
word out to their members.
2) I have confirmed that at least 2 publishers of Crystal materials are
going to simply ignore BO's new policy. They will continue to
publish their books without paying for BO's "permission" to use
screenshots. I am confident that BO would lose a lawsuit on this.
3) I have been told by several authoritative sources that support for
these changes within Business Objects is far from unanimous. It
seems that the old Crystal Decisions people have a better appreciation
of the contributions made by "independents" than the new BO team does.
4) I have begun communicating with editors of some BI and training
publications. A few are now following the story. Hopefully
we can get this story picked up by the mainstream press.
Things you can do:
1) Share your concerns with your BO Sales
Representative, if you have one.
2) Share your concerns with Business Objects Management, Board and
Investors (listed on the link above).
3) Bring this up at your User Group meeting or with
your User Group board members.
4) Send an EMail to the Editor of any BI or Training
publications you receive.
5) Let me know if you get any interesting responses
and I will post them on the page above.
Business Objects Enterprise XI
configurations:
If you are considering purchasing
BO Enterprise, you really need to arm yourself to deal with the
Enterprise sales team. Getting details from them takes effort, so
here are some details that will help you speed up the process.
There are now only two configurations of Enterprise - Professional and
Premium. The old "Standard" product is now called Crystal Reports
Server and is no longer considered an Enterprise level product.
Here is what you get with each level of Enterprise:
BOE Professional:
Access to one content type (Crystal Reports /Web
Intelligence/OLAP Intelligence)
Report Scheduling
Sending reports to email, file server, or to other
Enterprise users
User & group level security
Universe and Business Views creation
Web Services, Java, and .NET SDKs
BOE Premium:
Everything described above under BOE Professional
Access to all three content types
Crystal Reports Explorer (report modification within
Enterprise)
Add calculations, charts,
add/remove fields, change grouping, etc.
Save modified reports back to the
Enterprise environment
Auditor - Allows detailed analysis of user, object and
system activity
The most important point to remember is that BO Enterprise is no longer
sold in concurrent access licenses or CALs. CALS are only
available if you switch (downgrade) to Crystal Reports Server. In
the Enterprise environment you must either buy a named user license or
NUL for for every person, or you can buy a processor license with
unlimited users. Here are the approximate prices for the two
configuration levels:
Professional:
Starter Pack (5 named Users) $16,000
Each additional named users $650
Processor License $60,000
(support and maintenance are extra)
Premium:
Starter Pack (5 named Users) $20,000
Each additional named users $950
Processor License $82,000
(support and maintenance are extra)
Expert On-site Training:
My specialty is teaching Crystal
Reports at your office, with your data. And I charge by day, not
by student. So, if you have 4 or more students you may find the
cost of an on-site class less than the cost of sending the same
students to a public class. Even if you have fewer students you
might find the benefits of working with your own data worth the extra
cost.
Do I teach a good class? I have personally taught over 2000
satisfied students, including students at the National Institutes of
Health, the Library of Congress and the Executive Office of the
President. I am also the all-time, top ranked Crystal Reports
expert at Tek-Tips.com. For more information you can call me at
(540) 338-0194.
Crystal Reports Server vs building
your own application:
If you decide that Crystal
Enterprise is too expensive, there are 2 other methods for running your
reports on the web. You could use Crystal Reports Server which is
a ready made web application. Or, you could create your own web
application with a copy of Crystal Reports Developer Edition.
Using Crystal Reports Server is more expensive but doesn't require any
programming. You even get a sample copy of CR Server for free
when you buy the Developer Edition of Crystal Reports. This copy
includes 5 named users which allows 5 specific people (no sharing) to
run reports through the server. To expand beyond this sample
deployment you must spend $7,500 which adds 5 Concurrent users to your
5 named users. The 5 named users can now access the reports at
any time regardless of system activity. Other users can also run
reports, but only 5 of them can be on the system at any one time.
You can expand further by purchasing blocks of 5 concurrent users for
$7,500, up to a maximum of 20 CALs. Your named users are always
separate. Note that buying more copies of Developer will not
allow you to add more named users. You are limited to 5 named
users per deployment.
If you decide to create your own web application you can purchase a
copy of Crystal Reports Developer Edition and write an application
using one of several supported languages. You can deploy these
applications however you want within your organization, but note that
throughput is limited. There are no Named Users or CALs, but
instead there are "threads". Each processor is given 3 threads
which means that it can support up to 3 active processes at one
time. For example a user reading a page in their browser is not
using a thread until they refresh or change pages, so you might have
more than 3 users in your application despite the 3-thread limit.
You can expand this throughput as much as you want by adding additional
processors. Each processor you add to the cluster will
automatically make 3 more threads available. There are no
additional license fees for adding processors, however BO considers
this model more appropriate for small scale operations.
CrystalWizard official download:
I described last month how the
CrystalWizard was being released as a sample application. There
is now a link on my LINKS page to the official download of these files.
Note that this code uses the "Report Creation API" Calls. This
puts some resale restrictions on your application.
My complete Library of Crystal Reports
Materials:
Expert's Guide to Formulas
($36)
Expert's Guide to Subreports, Parameters and Alerts ($28)
Expert Techniques Vol. I ($19)
Expert Techniques Vol. II ($19)
Quick Reference to Crystal Reports in Visual Basic ($16)
Quick Reference to Crystal Reports in .NET ($14)
http:/www.kenhamady.com/tools.html
New XI features added to the Expert's
Guide to Subreports, Parameters and Alerts:
I have updated the Expert's Guide
to Subreports, Parameters and Alerts to explain the new parameter
features of Crystal Reports XI. Before now the list of values
that the user can pick from has been a static list saved with the
report. In XI this list of values can be dynamic so that new
values are include in the list automatically. You can even add a
SQL statements to generate this list which allows you to filter the
list or create descriptions as expressions.
Parameters in XI can even be made to 'cascade', which means the choice
you make in one parameter controls the choices you are offered in the
next parameter. The guide describes all of these features, walks
you through exercises for each, and provides example reports. See
my LIBRARY page for more information.
Eliminating extra rows and columns in
Excel exports.
When you export to Excel in newer
versions of Crystal, you may find that the spreadsheet has extra rows
and columns. I have found that these can be eliminated if you
take the following steps:
Extra columns:
To eliminate the very skinny columns that appear between data columns
you must eliminate the space between objects on your report. The
easiest way is to place a vertical guideline between the columns (if
there isn't one there already) and snap both objects to the guideline
between them, eliminating the space. Each object ends up being
attached on both the left and the right sides.
Sometimes a single object in the report will appear stored in several
columns in Excel. This usually means that you used the default
option during exporting that says "Column width based on objects in the
Whole Report". This makes an object appear in multiple columns
whenever there is a shorter object above them in the same column.
The primary solution is to select a specific section (like the details)
instead of using "Whole Report" for the column width. You should
also make sure that all of the objects that are above one another are
the exact same width. The easy way to do this is to put 2
guidelines on the report, one on either side of these
objects. Then you can snap both ends of each object to the
guidelines. A common example of this is to have the print date
align to the left with the first column but have it be narrower than
the other objects below it on the same guideline. If you then use
"Whole Report" for column width Crystal will create 2 columns in the
spreadsheet. The first column will be the width of the
date. The wider objects will start in this column and spill over
into a second column.
Extra rows:
If you are getting extra rows without
vertical merge cells it usually means that your row of objects is not
against the top edge of the section. Any space above the objects
will be reflected in the spreadsheet by having the data on every other
row.
If you have extra rows with vertical merge cells it usually means that your fields are not
all the same height, or they are not aligned horizontally. If
the objects have different heights you can select all of the objects
and then use the menu options "Format > Size > Same Height"
to correct
this. If the objects are not aligned you can then select all the objects and use "Format > Align > Baseline".
Small one-line subreports are sometimes used display values as if they
were a field in a row. These can be particularly difficult to
align for exporting. First follow the steps mentioned above to
get the subreport fields to be the same size and aligned. Then set
the subreport object itself to have the same height as the fields in the main
report using the "Object size and position" feature. Then you
should be able to snap the subreport into place on the line with the
other fields. Make sure that the subreport objects are at the top of their sections and that they are aligned.
Cross-tabs copied to Excel:
If you are trying to get cross-tab
data into a spreadsheet there is a short cut. You can simply copy
and paste the cross-tab into Excel. Right click in the upper left
(empty) cell of the cross-tab and select "copy". Then switch to
the spreadsheet and right click in a cell and select
"paste". The cross-tab appears in Excel.
Watch out if you have a tall cross-tab that has more rows than will fit
on one page. Crystal can only copy the rows on the current
page. (Surprisingly, Crystal DOES copy the virtual pages created
for very wide cross-tabs.) For tall cross-tabs you can to install
a printer driver for a very large plotter printer. I use the
driver for the HP DesignJet 3500CP even though I do not own the
printer. Using this driver allows me to select a paper size that
is 54 x 76 inches, enough to get even very large cross-tabs on one
page.
Contact
Information:
Ken Hamady, MS
525K East Market St.
PMB 299
Leesburg, VA 20176
(540) 338-0194
ken@kenhamady.com
http://www.kenhamady.com
Copyright 2005 by Ken Hamady
All rights reserved -
Republishing
this material requires written permission