I have a crystal report where I need to mail the users the data in the excel as an attachment but with the condition that filters are enabled in each columns of the excel report .
If I have 10 columns in excel , user doesn't want to apply filter explicitly rather they want the filter already present so that they can filter based on any column .
If there is another better way of filtering the data on user side please suggest that too.
There is no way to do this from within Crystal reports. You can write an application, which will export the report to Excel, open the Excel file and add a filter.
There is a free version of R-Tag, which supports this feature. You can see it demonstrated here: http://www.r-tag.com/Pages/Preview_RTagAndBOE.aspx
Use the menu to jump to "Advanced report extensions" or go to position 5:26
If this works for you, here is the link to the free edition:
http://www.r-tag.com/Pages/CommunityEdition.aspx
I used to create crystal reports by going into database expert, selecting tables and specifying the link manually. As I get a bit more comfortable with CR, there is a need for me to put the underlying SQL query into a store procedure to provide data to the report. But doing so will require me to rewrite the whole report which is time consuming.
So, my question is if there are any guru in the community that could and/or have tried to replace the underlying SQL (created by manually add table and links) with a store procedure or cmd without having to rewrite the whole report? I would love to get some hint of how to do that as I have a couple dozen of reports that need "adjustments" and time does not permit me to rewrite them all.
My Crystal Report versions are CR 2008 and CR 2012.
Thank you in advance.
In case you can use an existing software : this feature is available in a free Crystal reports viewer. Here is the documentation, which explains the use :
http://www.r-tag.com/Documents/RTag%20DataSource.pdf
... and here is where you can get your free license:
http://www.r-tag.com/Pages/FreeCrystalReportsViewer.aspx
Crystal does an absolutely horrible job of migrating from many tables to a single DB object, be it a Command or stored procedure.
You might be able to Database | Set datasource location... to map your SP to one of the many tables in the report (choose the one that has the most fields in use); I've never been able to get this feature to work trying to map a Command to a table.
'Best practice' for a really-poor 'feature' set:
create a formula field for each field that will be on the canvas, but isn't grouped (these fields won't be removed when you change datasources)
add the Command to the report; link tables if desired
manually switch grouping, record-selection formula, sorting, etc.
I have a Crystal Report that contains numerous fields and functions that all reference one SQL Server data view. Recently, I've had to make a copy of the underlying SQL data view and make a few modifications. I need to use my new data view as my data source within my Crystal Report.
My problem is that I need to keep the original data view, without changing it's name, but I need my Crystal Report to reference the new data view.
Is there an easy way for me to update my report's data source without having to update all of my columns and formulas? Otherwise, I'm starting from scratch and might as well create a new report, which I'd prefer not to do.
Yes. I haven't used CR in a while, but I used to do that frequently. There's actually a built-in option to change your data source and remap any fields it can't find in the new data source.
Check out #1 of Todd Watson's answer:
How do I point Crystal Reports at a new database
Go to Field Explorer -> Right click on Database fields -> Go to Set Datasource location -> In lower section (Replace with) -> Go to My Connections -> Right click on New Dataset (go to Refresh).
I have created a crystal report with datasets(xsd) , it is working fine. Then i added a new field in xsd and when i open the field explorer it do not show that field, i added source again through database expert but still it is not showing that field. Any other person faced such issue then please help.
After waiting a lot for right answer and searching on internet i tried different options by myself and the problem was solved by right clicking on database fields and then click on verify database. If some one have some better option then please suggest.
I had the same problem and resolved it by adding parameter input and running the report from the designer. Crystal report popped up and said that it was fixing the report and refreshed the connection to the database for the most current fields.
I had a similar easy where Log on or Log off server and Verify Database wouldn't update the database fields list in Crystal Reports. The only thing that worked for me was to physically move the typed dataset to a different location. After creating a new connection within Set Datasource Location I updated the datasource and there it was....
Sap Crystal report has a problem while refreshing database changes to crystal report. I found this solution and it works like a charm:
First go to refresh data base option and then it will ask you to enter parameter values to the stored procedure
then without passing any values just press escape button it will suddenly ask you to confirm the changes made to database when you do it on second time it will say database is up to date
Don't forget to rebuild your solutions before validate your database.
Restarting the Machine did the trick for me.
Some data types in dataset can't show in crystal reports try to change data types ( example don't use System.DateTimeOffset use datetime only)
Verity database in database fields
If your DataSet (.xsd) came by "Add Existing File" and not create one, then you will encounter a problem like mine. to fix this:
-Find the DatasetName.xsd file and all of its name-like file . Copy it EXCEPT THE DESIGNER (DatasetName.Designer.cs) and paste it somewher, you will re-paste it later
-In your VS. Delete the DataSet (xsd File) in your project by right click it in your Solution Explorer. This will delete any traces of file.
-Re-paste the files that you copied in the same location. Then in VS. And add the xsd file that you re-paste.
-Then you can now add columns. And it will update the DataSet, and also the Crystal Report will see the updated column
Reason: For i-dont-know-what-the-heck-happened, if you include the designer file then add it in you project, then you add columns to it, the VS will create new designer.cs file instead of overwriting the existing file. So the column registers only in original but the newly created one only recognized as valid (which is no traces of new added column)
You can press F5 to see preview, if crystal report find out new fields it will verify all field in database, and your new fields will appear.
Hope this will help you!
Log off from server, then verify database, that did the trick for me!
By just updating the entire datasource location did not work for me. I had to expand the source location and then update the individual table. Hope this helps someone.
Right click REPORTDATASET then select Set Datasource Location.
click database files and select your existing *.xsd. then you will see REPORTDATASET.
select it.
update
close
Now you will be seeing the new fields in your *.rpt :)
I use the following technique:
Select datadese expert in crystal report
Select previous added datatable.
Press "<<" to remove it from reporting, its related columns are removed from report automatically.
Then select Project Data>>ADO .Net DataSets>> your updated dataset
Press ">>" to add and click the OK button.
New added field also shows in dataBase fields and then added in report.
I have some big reports. What I need is the list of 'displayed' column names - not the actual fields(that I know how to get). Is there a way to get that info programmatically? I need to get them so end user can decide what columns can be deleted. I am using crystal report 8.5.
Thanks
This might be worth a shot. First, export the report's definition ('File' -> 'Export' -> 'Export Report' -> 'Format': Report Definition). That should kick out a text file with quite a bit of information about the report, including all the data fields referenced. You could write a simple script to parse the file and spit out all of these fields.
I've never tried this before, so your mileage may vary. One thing to think about is what you mean by "displayed" fields. Fields could not be directly displayed on the report, but be used to calculate formulas or summaries which are displayed. You'll need to think about this along with how your specific reports are written when writing your script.