SAP Business Objects Crystal Reports (Crystal Reports) is the report
writer for Sage SalesLogix (SalesLogix). I am a developer that works
for the best CRM Consulting and Service Provider in the world and we
primarily work with SalesLogix. This blog focuses on writing Crystal
Reports for SalesLogix and helping you, the reader, learn and get more
from both tools. I am currently blogging about the graphs that come with
Crystal Reports. In a previous post I
discussed the simple side by side bar graph that Crystal Reports
provides standard. Today we are going to take that graph to the next
level and show you more things you can do to make your graph look a
little better with a little more data.
The graph we are working with currently provides the number of
accounts by type. I am going to change this graph to also show me the
same detail but include the status of the Accounts also. To do this I
open the report with my bar graph, I right click on the upper corner of
the graph and select "Chart Expert" from the list that appears. This
will open the Chart Expert dialog defaulted to the "Type" tab with the
"Side By Side Bar Graph" selected. To add a little dimension to
this chart select the "Use Depth effect" check box on the bottom of this
tab. You can also selct if you want the graph to display Horizontally
or Vertically.
Next, navigate to the "Data" tab and add in the Account.Status
field under the Account.Type in the upper right hand corner of the tab.
On the "Text" tab, change the Title of the Graph to "# Accounts by
Type and Status", and the group title to Status. Just so you can see
you do have control over the fonts on your graph, go down to the format
section and set size of the Title font to 9.
Select "OK" which closes the dialog and allows you to again see your graph.
This is a little messy, to clean up our data to really just focus
on those items that are important to us like, I really do not want to
see any accounts that have a status of "Purge" and I want to remove
accounts with a type of Competitor, Partner, or Vendor. To limit the
data for this report, I will go up to the Report Menu, find Selection
Formulas, and then select Record form the list. When the formula editor
opens I created this formula:
{ACCOUNT.ACCOUNT}>"" // This one was already in the formula
and
{ACCOUNT.STATUS} <> "Purge"
and
Not({ACCOUNT.TYPE} in MakeArray("Competitor","Partner","Vendor"))
Now when I view my report things are cleaned up a little.
FYI, there are more chart options available to you by right clicking
on the chart and selecting the "Chart Options" menu item. This will
open up a dialog that allows you to play around with the chart
properties.
Next time we will get into the Stacked Bar Chart.
Thanks for reading!
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