Tutorial Exporting and Importing Data Between MySQL and Microsoft Excel
Exporting Data and Creating Financial Reports with Excel and Crystal Slide 1 Exporting Data and...
-
Upload
lillian-hunter -
Category
Documents
-
view
218 -
download
2
Transcript of Exporting Data and Creating Financial Reports with Excel and Crystal Slide 1 Exporting Data and...
![Page 1: Exporting Data and Creating Financial Reports with Excel and Crystal Slide 1 Exporting Data and Creating Financial Reports with Excel and Crystal By Peter.](https://reader036.fdocuments.in/reader036/viewer/2022062421/56649dab5503460f94a9aac3/html5/thumbnails/1.jpg)
Exporting Data and Creating Financial Reports
with Excel and Crystal Slide 1
Exporting Data and
Creating Financial Reports with Excel and Crystal
By Peter Schmidt
![Page 2: Exporting Data and Creating Financial Reports with Excel and Crystal Slide 1 Exporting Data and Creating Financial Reports with Excel and Crystal By Peter.](https://reader036.fdocuments.in/reader036/viewer/2022062421/56649dab5503460f94a9aac3/html5/thumbnails/2.jpg)
Exporting Data and Creating Financial Reports
with Excel and Crystal Slide 2
Set up an ODBC connection
![Page 3: Exporting Data and Creating Financial Reports with Excel and Crystal Slide 1 Exporting Data and Creating Financial Reports with Excel and Crystal By Peter.](https://reader036.fdocuments.in/reader036/viewer/2022062421/56649dab5503460f94a9aac3/html5/thumbnails/3.jpg)
Exporting Data and Creating Financial Reports
with Excel and Crystal Slide 3
Select menu:SetupODBC
Start Settings Control Panel
![Page 4: Exporting Data and Creating Financial Reports with Excel and Crystal Slide 1 Exporting Data and Creating Financial Reports with Excel and Crystal By Peter.](https://reader036.fdocuments.in/reader036/viewer/2022062421/56649dab5503460f94a9aac3/html5/thumbnails/4.jpg)
Exporting Data and Creating Financial Reports
with Excel and Crystal Slide 4
Select folder:SetupODBC
Administrative Tools
(double click)
![Page 5: Exporting Data and Creating Financial Reports with Excel and Crystal Slide 1 Exporting Data and Creating Financial Reports with Excel and Crystal By Peter.](https://reader036.fdocuments.in/reader036/viewer/2022062421/56649dab5503460f94a9aac3/html5/thumbnails/5.jpg)
Exporting Data and Creating Financial Reports
with Excel and Crystal Slide 5
Select Program:SetupODBC
Data Sources (ODBC)
(double click)
![Page 6: Exporting Data and Creating Financial Reports with Excel and Crystal Slide 1 Exporting Data and Creating Financial Reports with Excel and Crystal By Peter.](https://reader036.fdocuments.in/reader036/viewer/2022062421/56649dab5503460f94a9aac3/html5/thumbnails/6.jpg)
Exporting Data and Creating Financial Reports
with Excel and Crystal Slide 6
Select :SetupODBC
System DSN Add
![Page 7: Exporting Data and Creating Financial Reports with Excel and Crystal Slide 1 Exporting Data and Creating Financial Reports with Excel and Crystal By Peter.](https://reader036.fdocuments.in/reader036/viewer/2022062421/56649dab5503460f94a9aac3/html5/thumbnails/7.jpg)
Exporting Data and Creating Financial Reports
with Excel and Crystal Slide 7
From here on, the steps for SQL Server
are different than Informix.
Setup
ODBC
![Page 8: Exporting Data and Creating Financial Reports with Excel and Crystal Slide 1 Exporting Data and Creating Financial Reports with Excel and Crystal By Peter.](https://reader036.fdocuments.in/reader036/viewer/2022062421/56649dab5503460f94a9aac3/html5/thumbnails/8.jpg)
Exporting Data and Creating Financial Reports
with Excel and Crystal Slide 8
Setup ODBCFor
SQL Server
The following steps are just for SQL Server databases.
![Page 9: Exporting Data and Creating Financial Reports with Excel and Crystal Slide 1 Exporting Data and Creating Financial Reports with Excel and Crystal By Peter.](https://reader036.fdocuments.in/reader036/viewer/2022062421/56649dab5503460f94a9aac3/html5/thumbnails/9.jpg)
Exporting Data and Creating Financial Reports
with Excel and Crystal Slide 9
Select :SetupODBCFor SQL Server
Select SQL Server driver Click Finish
![Page 10: Exporting Data and Creating Financial Reports with Excel and Crystal Slide 1 Exporting Data and Creating Financial Reports with Excel and Crystal By Peter.](https://reader036.fdocuments.in/reader036/viewer/2022062421/56649dab5503460f94a9aac3/html5/thumbnails/10.jpg)
Exporting Data and Creating Financial Reports
with Excel and Crystal Slide 10
SetupODBCFor SQL Server
Name (any name you want) Description (optional) Your SQL Server server-name Next >
Enter :
![Page 11: Exporting Data and Creating Financial Reports with Excel and Crystal Slide 1 Exporting Data and Creating Financial Reports with Excel and Crystal By Peter.](https://reader036.fdocuments.in/reader036/viewer/2022062421/56649dab5503460f94a9aac3/html5/thumbnails/11.jpg)
Exporting Data and Creating Financial Reports
with Excel and Crystal Slide 11
SetupODBCFor SQL Server
With SQL Server authentication using a login ID and password… Connect to obtain default settings Login ID & password – Next >
Enter :
![Page 12: Exporting Data and Creating Financial Reports with Excel and Crystal Slide 1 Exporting Data and Creating Financial Reports with Excel and Crystal By Peter.](https://reader036.fdocuments.in/reader036/viewer/2022062421/56649dab5503460f94a9aac3/html5/thumbnails/12.jpg)
Exporting Data and Creating Financial Reports
with Excel and Crystal Slide 12
SetupODBCFor SQL Server
Change the default database to:
(Pick your desired database) Leave everything else unchanged Next
Enter :
![Page 13: Exporting Data and Creating Financial Reports with Excel and Crystal Slide 1 Exporting Data and Creating Financial Reports with Excel and Crystal By Peter.](https://reader036.fdocuments.in/reader036/viewer/2022062421/56649dab5503460f94a9aac3/html5/thumbnails/13.jpg)
Exporting Data and Creating Financial Reports
with Excel and Crystal Slide 13
SetupODBCFor SQL Server
Leave everything else unchanged Finish
![Page 14: Exporting Data and Creating Financial Reports with Excel and Crystal Slide 1 Exporting Data and Creating Financial Reports with Excel and Crystal By Peter.](https://reader036.fdocuments.in/reader036/viewer/2022062421/56649dab5503460f94a9aac3/html5/thumbnails/14.jpg)
Exporting Data and Creating Financial Reports
with Excel and Crystal Slide 14
SetupODBCFor SQL Server
Test Data Source Click OK on test results Click OK on Test Data Source
![Page 15: Exporting Data and Creating Financial Reports with Excel and Crystal Slide 1 Exporting Data and Creating Financial Reports with Excel and Crystal By Peter.](https://reader036.fdocuments.in/reader036/viewer/2022062421/56649dab5503460f94a9aac3/html5/thumbnails/15.jpg)
Exporting Data and Creating Financial Reports
with Excel and Crystal Slide 15
Should see your new System DSN
(DSN = data set name) Click – OK – to finish
SetupODBCFor SQL Server
![Page 16: Exporting Data and Creating Financial Reports with Excel and Crystal Slide 1 Exporting Data and Creating Financial Reports with Excel and Crystal By Peter.](https://reader036.fdocuments.in/reader036/viewer/2022062421/56649dab5503460f94a9aac3/html5/thumbnails/16.jpg)
Exporting Data and Creating Financial Reports
with Excel and Crystal Slide 16
Setup ODBCFor
Informix
The following steps are just for Informix databases.
![Page 17: Exporting Data and Creating Financial Reports with Excel and Crystal Slide 1 Exporting Data and Creating Financial Reports with Excel and Crystal By Peter.](https://reader036.fdocuments.in/reader036/viewer/2022062421/56649dab5503460f94a9aac3/html5/thumbnails/17.jpg)
Exporting Data and Creating Financial Reports
with Excel and Crystal Slide 17
Select :SetupODBCForInformix
Select a driver Finish
![Page 18: Exporting Data and Creating Financial Reports with Excel and Crystal Slide 1 Exporting Data and Creating Financial Reports with Excel and Crystal By Peter.](https://reader036.fdocuments.in/reader036/viewer/2022062421/56649dab5503460f94a9aac3/html5/thumbnails/18.jpg)
Exporting Data and Creating Financial Reports
with Excel and Crystal Slide 18
Name (any name you want) Description (optional) OK
SetupODBCForInformix
Enter :
![Page 19: Exporting Data and Creating Financial Reports with Excel and Crystal Slide 1 Exporting Data and Creating Financial Reports with Excel and Crystal By Peter.](https://reader036.fdocuments.in/reader036/viewer/2022062421/56649dab5503460f94a9aac3/html5/thumbnails/19.jpg)
Exporting Data and Creating Financial Reports
with Excel and Crystal Slide 19
Informix server name (instance name) Server Host Name (box name) tcp/ip service name, default is 1575 Protocol – onsoctcp Database – son_db Click – Apply & Test Connection
Click OK - OK
SetupODBCForInformix
Enter :
![Page 20: Exporting Data and Creating Financial Reports with Excel and Crystal Slide 1 Exporting Data and Creating Financial Reports with Excel and Crystal By Peter.](https://reader036.fdocuments.in/reader036/viewer/2022062421/56649dab5503460f94a9aac3/html5/thumbnails/20.jpg)
Exporting Data and Creating Financial Reports
with Excel and Crystal Slide 20
Extract data using Excel
![Page 21: Exporting Data and Creating Financial Reports with Excel and Crystal Slide 1 Exporting Data and Creating Financial Reports with Excel and Crystal By Peter.](https://reader036.fdocuments.in/reader036/viewer/2022062421/56649dab5503460f94a9aac3/html5/thumbnails/21.jpg)
Exporting Data and Creating Financial Reports
with Excel and Crystal Slide 21
Open a new worksheet in Excel
![Page 22: Exporting Data and Creating Financial Reports with Excel and Crystal Slide 1 Exporting Data and Creating Financial Reports with Excel and Crystal By Peter.](https://reader036.fdocuments.in/reader036/viewer/2022062421/56649dab5503460f94a9aac3/html5/thumbnails/22.jpg)
Exporting Data and Creating Financial Reports
with Excel and Crystal Slide 22
Select options: Data Get External Data New Database Query
![Page 23: Exporting Data and Creating Financial Reports with Excel and Crystal Slide 1 Exporting Data and Creating Financial Reports with Excel and Crystal By Peter.](https://reader036.fdocuments.in/reader036/viewer/2022062421/56649dab5503460f94a9aac3/html5/thumbnails/23.jpg)
Exporting Data and Creating Financial Reports
with Excel and Crystal Slide 23
Pick your ODBC data source
![Page 24: Exporting Data and Creating Financial Reports with Excel and Crystal Slide 1 Exporting Data and Creating Financial Reports with Excel and Crystal By Peter.](https://reader036.fdocuments.in/reader036/viewer/2022062421/56649dab5503460f94a9aac3/html5/thumbnails/24.jpg)
Exporting Data and Creating Financial Reports
with Excel and Crystal Slide 24
Microsoft Query should automatically start.
If this windows pops up, you can use it to create your SQL or just “close” it.Note the
Microsoft Query window that is displayed.
![Page 25: Exporting Data and Creating Financial Reports with Excel and Crystal Slide 1 Exporting Data and Creating Financial Reports with Excel and Crystal By Peter.](https://reader036.fdocuments.in/reader036/viewer/2022062421/56649dab5503460f94a9aac3/html5/thumbnails/25.jpg)
Exporting Data and Creating Financial Reports
with Excel and Crystal Slide 25
Click the SQL button to copy and paste in a pre-written SQL statement.
Click OK when ready.
Copy and paste in a pre-written SQL statement.
![Page 26: Exporting Data and Creating Financial Reports with Excel and Crystal Slide 1 Exporting Data and Creating Financial Reports with Excel and Crystal By Peter.](https://reader036.fdocuments.in/reader036/viewer/2022062421/56649dab5503460f94a9aac3/html5/thumbnails/26.jpg)
Exporting Data and Creating Financial Reports
with Excel and Crystal Slide 26
Sql used for this demo
SELECT mbillaty, tkfirst,tklast,mmatter,clname1,mdesc1,mloc,mhper, mhdobidb, mhdocodc, mhcrdc
FROM son_db.dbo.matths, son_db.dbo.timekeep ttk, son_db.dbo.matter, son_db.dbo.client, son_db.dbo.periodt
WHERE mhmatter = matter.mmatter and mclient = client.clnum andmbillaty = tkinit andmhper = pe and pebedt between '01/01/2004' and '12/31/2004'
![Page 27: Exporting Data and Creating Financial Reports with Excel and Crystal Slide 1 Exporting Data and Creating Financial Reports with Excel and Crystal By Peter.](https://reader036.fdocuments.in/reader036/viewer/2022062421/56649dab5503460f94a9aac3/html5/thumbnails/27.jpg)
Exporting Data and Creating Financial Reports
with Excel and Crystal Slide 27
Your data should be displayed.
![Page 28: Exporting Data and Creating Financial Reports with Excel and Crystal Slide 1 Exporting Data and Creating Financial Reports with Excel and Crystal By Peter.](https://reader036.fdocuments.in/reader036/viewer/2022062421/56649dab5503460f94a9aac3/html5/thumbnails/28.jpg)
Exporting Data and Creating Financial Reports
with Excel and Crystal Slide 28
Send the data to your spreadsheet.
Click on the “Return Data” button.
![Page 29: Exporting Data and Creating Financial Reports with Excel and Crystal Slide 1 Exporting Data and Creating Financial Reports with Excel and Crystal By Peter.](https://reader036.fdocuments.in/reader036/viewer/2022062421/56649dab5503460f94a9aac3/html5/thumbnails/29.jpg)
Exporting Data and Creating Financial Reports
with Excel and Crystal Slide 29
Place your data on your spreadsheet(usually in it’s own ‘tab’)
![Page 30: Exporting Data and Creating Financial Reports with Excel and Crystal Slide 1 Exporting Data and Creating Financial Reports with Excel and Crystal By Peter.](https://reader036.fdocuments.in/reader036/viewer/2022062421/56649dab5503460f94a9aac3/html5/thumbnails/30.jpg)
Exporting Data and Creating Financial Reports
with Excel and Crystal Slide 30
Your data is placed into your spreadsheet.
If desired, rename the ‘tab’ to ‘data’.
![Page 31: Exporting Data and Creating Financial Reports with Excel and Crystal Slide 1 Exporting Data and Creating Financial Reports with Excel and Crystal By Peter.](https://reader036.fdocuments.in/reader036/viewer/2022062421/56649dab5503460f94a9aac3/html5/thumbnails/31.jpg)
Exporting Data and Creating Financial Reports
with Excel and Crystal Slide 31
If desired, copy to a new ‘tab’ and create a page heading and some better column headings.
![Page 32: Exporting Data and Creating Financial Reports with Excel and Crystal Slide 1 Exporting Data and Creating Financial Reports with Excel and Crystal By Peter.](https://reader036.fdocuments.in/reader036/viewer/2022062421/56649dab5503460f94a9aac3/html5/thumbnails/32.jpg)
Exporting Data and Creating Financial Reports
with Excel and Crystal Slide 32
Start a Pivot Table. Data PivotTable and PivotChart Report
![Page 33: Exporting Data and Creating Financial Reports with Excel and Crystal Slide 1 Exporting Data and Creating Financial Reports with Excel and Crystal By Peter.](https://reader036.fdocuments.in/reader036/viewer/2022062421/56649dab5503460f94a9aac3/html5/thumbnails/33.jpg)
Exporting Data and Creating Financial Reports
with Excel and Crystal Slide 33
Microsoft Excel List or database Pivot Table Next >
![Page 34: Exporting Data and Creating Financial Reports with Excel and Crystal Slide 1 Exporting Data and Creating Financial Reports with Excel and Crystal By Peter.](https://reader036.fdocuments.in/reader036/viewer/2022062421/56649dab5503460f94a9aac3/html5/thumbnails/34.jpg)
Exporting Data and Creating Financial Reports
with Excel and Crystal Slide 34
Indicate the data to be included in the pivot table.
Be sure to include the column headings with the data.
![Page 35: Exporting Data and Creating Financial Reports with Excel and Crystal Slide 1 Exporting Data and Creating Financial Reports with Excel and Crystal By Peter.](https://reader036.fdocuments.in/reader036/viewer/2022062421/56649dab5503460f94a9aac3/html5/thumbnails/35.jpg)
Exporting Data and Creating Financial Reports
with Excel and Crystal Slide 35
Indicate where to place the new pivot table.
You can place it on a new or the existing worksheet.
![Page 36: Exporting Data and Creating Financial Reports with Excel and Crystal Slide 1 Exporting Data and Creating Financial Reports with Excel and Crystal By Peter.](https://reader036.fdocuments.in/reader036/viewer/2022062421/56649dab5503460f94a9aac3/html5/thumbnails/36.jpg)
Exporting Data and Creating Financial Reports
with Excel and Crystal Slide 36
Build your pivot table by dropping and dragging fields from the list onto the template.
Build your new pivot table.
![Page 37: Exporting Data and Creating Financial Reports with Excel and Crystal Slide 1 Exporting Data and Creating Financial Reports with Excel and Crystal By Peter.](https://reader036.fdocuments.in/reader036/viewer/2022062421/56649dab5503460f94a9aac3/html5/thumbnails/37.jpg)
Exporting Data and Creating Financial Reports
with Excel and Crystal Slide 37
Usually, make sure you are doing a “sum” and not a “count”.
![Page 38: Exporting Data and Creating Financial Reports with Excel and Crystal Slide 1 Exporting Data and Creating Financial Reports with Excel and Crystal By Peter.](https://reader036.fdocuments.in/reader036/viewer/2022062421/56649dab5503460f94a9aac3/html5/thumbnails/38.jpg)
Exporting Data and Creating Financial Reports
with Excel and Crystal Slide 38
Create a “PivotChart” (graph) PivotTable PivotChart
![Page 39: Exporting Data and Creating Financial Reports with Excel and Crystal Slide 1 Exporting Data and Creating Financial Reports with Excel and Crystal By Peter.](https://reader036.fdocuments.in/reader036/viewer/2022062421/56649dab5503460f94a9aac3/html5/thumbnails/39.jpg)
Exporting Data and Creating Financial Reports
with Excel and Crystal Slide 39
Presto!
![Page 40: Exporting Data and Creating Financial Reports with Excel and Crystal Slide 1 Exporting Data and Creating Financial Reports with Excel and Crystal By Peter.](https://reader036.fdocuments.in/reader036/viewer/2022062421/56649dab5503460f94a9aac3/html5/thumbnails/40.jpg)
Exporting Data and Creating Financial Reports
with Excel and Crystal Slide 40
If desired, convert to a “pie” chart. Right-click the chart Select “Chart Type”
![Page 41: Exporting Data and Creating Financial Reports with Excel and Crystal Slide 1 Exporting Data and Creating Financial Reports with Excel and Crystal By Peter.](https://reader036.fdocuments.in/reader036/viewer/2022062421/56649dab5503460f94a9aac3/html5/thumbnails/41.jpg)
Exporting Data and Creating Financial Reports
with Excel and Crystal Slide 41
Select your desired chart type.
![Page 42: Exporting Data and Creating Financial Reports with Excel and Crystal Slide 1 Exporting Data and Creating Financial Reports with Excel and Crystal By Peter.](https://reader036.fdocuments.in/reader036/viewer/2022062421/56649dab5503460f94a9aac3/html5/thumbnails/42.jpg)
Exporting Data and Creating Financial Reports
with Excel and Crystal Slide 42
Presto - Changeo!
![Page 43: Exporting Data and Creating Financial Reports with Excel and Crystal Slide 1 Exporting Data and Creating Financial Reports with Excel and Crystal By Peter.](https://reader036.fdocuments.in/reader036/viewer/2022062421/56649dab5503460f94a9aac3/html5/thumbnails/43.jpg)
Exporting Data and Creating Financial Reports
with Excel and Crystal Slide 43
Extract data using Crystal Reports
![Page 44: Exporting Data and Creating Financial Reports with Excel and Crystal Slide 1 Exporting Data and Creating Financial Reports with Excel and Crystal By Peter.](https://reader036.fdocuments.in/reader036/viewer/2022062421/56649dab5503460f94a9aac3/html5/thumbnails/44.jpg)
Exporting Data and Creating Financial Reports
with Excel and Crystal Slide 44
Start Crystal ReportsCrystal Reports 10.lnk
![Page 45: Exporting Data and Creating Financial Reports with Excel and Crystal Slide 1 Exporting Data and Creating Financial Reports with Excel and Crystal By Peter.](https://reader036.fdocuments.in/reader036/viewer/2022062421/56649dab5503460f94a9aac3/html5/thumbnails/45.jpg)
Exporting Data and Creating Financial Reports
with Excel and Crystal Slide 45
For additional width, change to Landscape printing.
File Printer Setup Orientation - Landscape
![Page 46: Exporting Data and Creating Financial Reports with Excel and Crystal Slide 1 Exporting Data and Creating Financial Reports with Excel and Crystal By Peter.](https://reader036.fdocuments.in/reader036/viewer/2022062421/56649dab5503460f94a9aac3/html5/thumbnails/46.jpg)
Exporting Data and Creating Financial Reports
with Excel and Crystal Slide 46
Configure your DB connection
Database Database Expert Create New Connection ODBC (RDO)
![Page 47: Exporting Data and Creating Financial Reports with Excel and Crystal Slide 1 Exporting Data and Creating Financial Reports with Excel and Crystal By Peter.](https://reader036.fdocuments.in/reader036/viewer/2022062421/56649dab5503460f94a9aac3/html5/thumbnails/47.jpg)
Exporting Data and Creating Financial Reports
with Excel and Crystal Slide 47
Select your ODBC database desired – Next>
![Page 48: Exporting Data and Creating Financial Reports with Excel and Crystal Slide 1 Exporting Data and Creating Financial Reports with Excel and Crystal By Peter.](https://reader036.fdocuments.in/reader036/viewer/2022062421/56649dab5503460f94a9aac3/html5/thumbnails/48.jpg)
Exporting Data and Creating Financial Reports
with Excel and Crystal Slide 48
Supply your password
(or select “Trusted Connection”)
Click “Finish”
![Page 49: Exporting Data and Creating Financial Reports with Excel and Crystal Slide 1 Exporting Data and Creating Financial Reports with Excel and Crystal By Peter.](https://reader036.fdocuments.in/reader036/viewer/2022062421/56649dab5503460f94a9aac3/html5/thumbnails/49.jpg)
Exporting Data and Creating Financial Reports
with Excel and Crystal Slide 49
Pick the tables you want to use in your query.
Click on “>” to put tables into the “Selected” column
![Page 50: Exporting Data and Creating Financial Reports with Excel and Crystal Slide 1 Exporting Data and Creating Financial Reports with Excel and Crystal By Peter.](https://reader036.fdocuments.in/reader036/viewer/2022062421/56649dab5503460f94a9aac3/html5/thumbnails/50.jpg)
Exporting Data and Creating Financial Reports
with Excel and Crystal Slide 50
Click on the “Links” tab and configure your table joins.
See next page for a list of joins needed for this demo.
![Page 51: Exporting Data and Creating Financial Reports with Excel and Crystal Slide 1 Exporting Data and Creating Financial Reports with Excel and Crystal By Peter.](https://reader036.fdocuments.in/reader036/viewer/2022062421/56649dab5503460f94a9aac3/html5/thumbnails/51.jpg)
Exporting Data and Creating Financial Reports
with Excel and Crystal Slide 51
For this demo, set up the following links.
![Page 52: Exporting Data and Creating Financial Reports with Excel and Crystal Slide 1 Exporting Data and Creating Financial Reports with Excel and Crystal By Peter.](https://reader036.fdocuments.in/reader036/viewer/2022062421/56649dab5503460f94a9aac3/html5/thumbnails/52.jpg)
Exporting Data and Creating Financial Reports
with Excel and Crystal Slide 52
View Field Explorer
Bring up the “field explorer” window
![Page 53: Exporting Data and Creating Financial Reports with Excel and Crystal Slide 1 Exporting Data and Creating Financial Reports with Excel and Crystal By Peter.](https://reader036.fdocuments.in/reader036/viewer/2022062421/56649dab5503460f94a9aac3/html5/thumbnails/53.jpg)
Exporting Data and Creating Financial Reports
with Excel and Crystal Slide 53
Expand the “Database Fields” section
![Page 54: Exporting Data and Creating Financial Reports with Excel and Crystal Slide 1 Exporting Data and Creating Financial Reports with Excel and Crystal By Peter.](https://reader036.fdocuments.in/reader036/viewer/2022062421/56649dab5503460f94a9aac3/html5/thumbnails/54.jpg)
Exporting Data and Creating Financial Reports
with Excel and Crystal Slide 54
Drag & drop desired fields into the “Details” section.
![Page 55: Exporting Data and Creating Financial Reports with Excel and Crystal Slide 1 Exporting Data and Creating Financial Reports with Excel and Crystal By Peter.](https://reader036.fdocuments.in/reader036/viewer/2022062421/56649dab5503460f94a9aac3/html5/thumbnails/55.jpg)
Exporting Data and Creating Financial Reports
with Excel and Crystal Slide 55
Adjust fields widths if necessary to accommodate your needs.Click “Preview” to see the 1st cut of your report.
![Page 56: Exporting Data and Creating Financial Reports with Excel and Crystal Slide 1 Exporting Data and Creating Financial Reports with Excel and Crystal By Peter.](https://reader036.fdocuments.in/reader036/viewer/2022062421/56649dab5503460f94a9aac3/html5/thumbnails/56.jpg)
Exporting Data and Creating Financial Reports
with Excel and Crystal Slide 56
See the first cut of your report.
The “Preview” button moves over next to
“Design” tab.
Click on the design tab to
finish formatting your report.
![Page 57: Exporting Data and Creating Financial Reports with Excel and Crystal Slide 1 Exporting Data and Creating Financial Reports with Excel and Crystal By Peter.](https://reader036.fdocuments.in/reader036/viewer/2022062421/56649dab5503460f94a9aac3/html5/thumbnails/57.jpg)
Exporting Data and Creating Financial Reports
with Excel and Crystal Slide 57
Drag the bar under the columns headings down to give your page headings section more height.
![Page 58: Exporting Data and Creating Financial Reports with Excel and Crystal Slide 1 Exporting Data and Creating Financial Reports with Excel and Crystal By Peter.](https://reader036.fdocuments.in/reader036/viewer/2022062421/56649dab5503460f94a9aac3/html5/thumbnails/58.jpg)
Exporting Data and Creating Financial Reports
with Excel and Crystal Slide 58
Right-click under Page Header section Select all section objects. Drag your page headings borders up and down.
Make your page headings taller.
![Page 59: Exporting Data and Creating Financial Reports with Excel and Crystal Slide 1 Exporting Data and Creating Financial Reports with Excel and Crystal By Peter.](https://reader036.fdocuments.in/reader036/viewer/2022062421/56649dab5503460f94a9aac3/html5/thumbnails/59.jpg)
Exporting Data and Creating Financial Reports
with Excel and Crystal Slide 59
Edit and clean up your column headings as desired.
(Enter better descriptions, adjust widths, make bold, etc.)
Hint: Use <Ctrl>-click to move objects
together as a group.
![Page 60: Exporting Data and Creating Financial Reports with Excel and Crystal Slide 1 Exporting Data and Creating Financial Reports with Excel and Crystal By Peter.](https://reader036.fdocuments.in/reader036/viewer/2022062421/56649dab5503460f94a9aac3/html5/thumbnails/60.jpg)
Exporting Data and Creating Financial Reports
with Excel and Crystal Slide 60
Click “Preview” as desired to see how you are doing.
Hint: Change percentage to make it fit on your
screen better.
![Page 61: Exporting Data and Creating Financial Reports with Excel and Crystal Slide 1 Exporting Data and Creating Financial Reports with Excel and Crystal By Peter.](https://reader036.fdocuments.in/reader036/viewer/2022062421/56649dab5503460f94a9aac3/html5/thumbnails/61.jpg)
Exporting Data and Creating Financial Reports
with Excel and Crystal Slide 61
Use text boxes to add report titles.
Hint: Format titles as desired. Add color, different
font, larger font, etc.
![Page 62: Exporting Data and Creating Financial Reports with Excel and Crystal Slide 1 Exporting Data and Creating Financial Reports with Excel and Crystal By Peter.](https://reader036.fdocuments.in/reader036/viewer/2022062421/56649dab5503460f94a9aac3/html5/thumbnails/62.jpg)
Exporting Data and Creating Financial Reports
with Excel and Crystal Slide 62
Use special fields under Field Explorer
to add other page headings like run-date and page number.
![Page 63: Exporting Data and Creating Financial Reports with Excel and Crystal Slide 1 Exporting Data and Creating Financial Reports with Excel and Crystal By Peter.](https://reader036.fdocuments.in/reader036/viewer/2022062421/56649dab5503460f94a9aac3/html5/thumbnails/63.jpg)
Exporting Data and Creating Financial Reports
with Excel and Crystal Slide 63
Use Parameter Fields under Field Explorer to prompt for input values when you start your report.
![Page 64: Exporting Data and Creating Financial Reports with Excel and Crystal Slide 1 Exporting Data and Creating Financial Reports with Excel and Crystal By Peter.](https://reader036.fdocuments.in/reader036/viewer/2022062421/56649dab5503460f94a9aac3/html5/thumbnails/64.jpg)
Exporting Data and Creating Financial Reports
with Excel and Crystal Slide 64
Use Formula Workshop to establish relationship between parameter fields and data in the database.
![Page 65: Exporting Data and Creating Financial Reports with Excel and Crystal Slide 1 Exporting Data and Creating Financial Reports with Excel and Crystal By Peter.](https://reader036.fdocuments.in/reader036/viewer/2022062421/56649dab5503460f94a9aac3/html5/thumbnails/65.jpg)
Exporting Data and Creating Financial Reports
with Excel and Crystal Slide 65
Use Refresh Report Data to get re-prompted for input fields.
Select Prompt for new parameter values to get re-prompted for input.
Hint: Press <F5> to refresh report data and re-prompt.
![Page 66: Exporting Data and Creating Financial Reports with Excel and Crystal Slide 1 Exporting Data and Creating Financial Reports with Excel and Crystal By Peter.](https://reader036.fdocuments.in/reader036/viewer/2022062421/56649dab5503460f94a9aac3/html5/thumbnails/66.jpg)
Exporting Data and Creating Financial Reports
with Excel and Crystal Slide 66
Use Group Expert to prepare for sub-totals.
![Page 67: Exporting Data and Creating Financial Reports with Excel and Crystal Slide 1 Exporting Data and Creating Financial Reports with Excel and Crystal By Peter.](https://reader036.fdocuments.in/reader036/viewer/2022062421/56649dab5503460f94a9aac3/html5/thumbnails/67.jpg)
Exporting Data and Creating Financial Reports
with Excel and Crystal Slide 67
Use Insert Summary to add sub-totals.
Hint: Make sure you have it set to
sum.
![Page 68: Exporting Data and Creating Financial Reports with Excel and Crystal Slide 1 Exporting Data and Creating Financial Reports with Excel and Crystal By Peter.](https://reader036.fdocuments.in/reader036/viewer/2022062421/56649dab5503460f94a9aac3/html5/thumbnails/68.jpg)
Exporting Data and Creating Financial Reports
with Excel and Crystal Slide 68
Do almost the same to get final totals.
![Page 69: Exporting Data and Creating Financial Reports with Excel and Crystal Slide 1 Exporting Data and Creating Financial Reports with Excel and Crystal By Peter.](https://reader036.fdocuments.in/reader036/viewer/2022062421/56649dab5503460f94a9aac3/html5/thumbnails/69.jpg)
Exporting Data and Creating Financial Reports
with Excel and Crystal Slide 69
Add some underlines if desired with Format Objects.
![Page 70: Exporting Data and Creating Financial Reports with Excel and Crystal Slide 1 Exporting Data and Creating Financial Reports with Excel and Crystal By Peter.](https://reader036.fdocuments.in/reader036/viewer/2022062421/56649dab5503460f94a9aac3/html5/thumbnails/70.jpg)
Exporting Data and Creating Financial Reports
with Excel and Crystal Slide 70
Preview and admire your new report.
![Page 71: Exporting Data and Creating Financial Reports with Excel and Crystal Slide 1 Exporting Data and Creating Financial Reports with Excel and Crystal By Peter.](https://reader036.fdocuments.in/reader036/viewer/2022062421/56649dab5503460f94a9aac3/html5/thumbnails/71.jpg)
Exporting Data and Creating Financial Reports
with Excel and Crystal Slide 71
Exporting Data and
Creating Financial Reports with Excel and Crystal
Questions ?
Peter Schmidt
www.prstech.com