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SAP CRYSTAL HOW-TO GUIDES

Whether you are a novice user, or an experienced designer looking to see if you
are following best practices, these guides are made for you.


A. SAP CRYSTAL SOLUTIONS

Note that these guides are meant for SAP Crystal Reports 2016, SAP Crystal
Reports 2020, SAP Crystal Server 2016 and SAP Crystal Server 2020. SAP Crystal
Reports 2016 is 32 bit and SAP Crystal Reports 2020 is 64 bit. All data
connectors / drivers need to follow the same logic: 32 bit for SAP Crystal
Reports 2016 and 64 bit for SAP Crystal Reports 2020.
---
For question please contact sales@sap.com


A. 1. FIRST IMPRESSIONS OF CRYSTAL SOLUTIONS

PDF Step-by-Step Guide: Check out the valuable features and capabilities of
Crystal Solutions.
https://d.dam.sap.com/a/4BVqx7r/SAP%20Crystal%20Step%20by%20Step%20First%20Impressions.pdf?rc=10



A. 2. DOWNLOAD SAP CRYSTAL SAMPLE FILES

Download our SAP Crystal templates in RPT format:
https://crystal-reports-downloads.s3.amazonaws.com/SAP-Crystal-Reports-sample-reports.zip

---

Download our SAP Crystal sample database in MS Excel format:
https://crystal-reports-downloads.s3.amazonaws.com/Ridin-Round.xls

Download our SAP Crystal sample database in MS Access format:
https://crystal-reports-downloads.s3.amazonaws.com/xtreme1.mdb
---

Note: To open the MS Access file from SAP Crystal Reports 2016, you will need to
save it as a Microsoft Access Database 2002-2003 file.



B. SAP CRYSTAL REPORTS




B.1. SAP CRYSTAL REPORTS: FROM EVALUATION TO PRODUCTION

PDF Step-by-Step Guide: Learn to continue with an installation of Crystal
Reports by replacing the trial keycode with a production license.
https://d.dam.sap.com/a/p4ZNNYx/SAP%20Crystal%20Step%20by%20Step%20guide%20from%20trial%20to%20production%20license%20key.pdf?rc=10

---

PDF SAP Crystal Reports 2020 Installation Guide:
https://help.sap.com/docs/SAP_CRYSTAL_REPORTS/9fe2522cc23841d389160e24e801186f?locale=en-US&state=PRODUCTION&version=2020.3

PDF SAP Crystal Reports 2016 Installation Guide:
https://help.sap.com/doc/431da886be3446ac87f68a25530fd45b/2016.7/en-US/cr16_installgd_en.pdf

---

Start a 30 days trial for SAP Crystal Reports:
https://www.sap.com/products/crystal-reports/trial.html


B. 2. SAP CRYSTAL REPORTS: LEARN FROM OUR SAMPLE REPORTS

PDF Step-by-Step Guide: Leverage our sample reports to learn how to use SAP
Crystal reports.
https://d.dam.sap.com/a/cHLi2Ho/SAP%20Crystal%20Reports%202016%20Step%20by%20Step%20Learn%20from%20sample%20reports.pdf?rc=10



B. 3. SAP CRYSTAL REPORTS: CONNECT TO A DATA SOURCE

PDF Step-by-Step Guide: Follow the steps to learn how to connect to a data
source.
https://d.dam.sap.com/a/hg1QFHA/SAP%20Crystal%20Step%20by%20Step%20guide%20how%20to%20connect%20to%20a%20data%20source.pdf?rc=10


B. 4. SAP CRYSTAL REPORTS: CONNECT TO MICROSOFT SQL SERVER

PDF Step-by-Step Guide: Start reporting from Microsoft SQL Server data sources
by following the steps in this guide to establish a connection.
https://d.dam.sap.com/a/Ch2T4td/SAP%20Crystal%20Step%20by%20Step%20guide%20connecting%20to%20MS%20SQL%20Server.pdf?rc=10

---

Note: For SAP Crystal Reports 2020, you will need a 64 bit connection so please
download Microsoft Access Database Engine 2016 Redistribuable, not Microsoft
Access Database Engine 2010 Redistribuable.



B. 5. SAP CRYSTAL REPORTS: CONNECT TO MICROSOFT ACCESS

PDF Step-by-Step Guide: Report from Microsoft Access sources by following the
steps in this guide to establish a connection.
https://d.dam.sap.com/a/B5ADjFg/SAP%20Crystal%20Step%20by%20Step%20guide%20Connecting%20to%20MS%20Access.pdf?rc=10

---

Note: For SAP Crystal Reports 2020, you will need a 64 bit connection so please
download Microsoft Access Database Engine 2016 Redistribuable, not Microsoft
Access Database Engine 2010 Redistribuable.


B. 6. SAP CRYSTAL REPORTS: CONNECT TO MICROSOFT EXCEL

PDF Step-by-Step Guide: Report from Microsoft Excel (.xls and .xlsx) sources by
following the steps in this guide to establish a connection.
https://d.dam.sap.com/a/EwMrLB7/SAP%20Crystal%20Step%20by%20Step%20guide%20Connecting%20to%20MS%20Excel.pdf?rc=10

---

Note: For SAP Crystal Reports 2020, you will need a 64 bit connection so please
download Microsoft Access Database Engine 2016 Redistribuable, not Microsoft
Access Database Engine 2010 Redistribuable.



B. 7. SAP CRYSTAL REPORTS: CONNECT TO MYSQL

PDF Step-by-Step Guide: Report from MySQL data sources by following the steps in
this guide to establish a connection.
https://d.dam.sap.com/a/ahdXFj5/SAP%20Crystal%20Step%20by%20Step%20guide%20Connecting%20to%20MySQL.pdf?rc=10


B. 8. SAP CRYSTAL REPORTS: CREATE AN INVOICE

PDF Step-by-Step Guide: Use this guide to create a report you can use as an
invoice (or modify to create statements, shipping documents, etc.).
https://d.dam.sap.com/a/bENU1fV/SAP%20Crystal%20Step%20by%20Step%20guide%20how%20to%20create%20an%20invoice.pdf?rc=10


B. 9. SAP CRYSTAL REPORTS: REPLICATE A PRE-PRINTED FORM

PDF Step-by-Step Guide: Match the layout of a pre-printed form (tax forms,
government submissions, bank certificates, payroll checks).
https://d.dam.sap.com/a/7EUvxvu/SAP%20Crystal%20Step%20by%20Step%20replicating%20a%20pre-printed%20form.pdf?rc=10


B. 10. SAP CRYSTAL REPORTS: CREATE A SALES REPORT

PDF Step-by-Step Guide: Create a report for operations, in this use-case follow
the guide to build a sales report.
https://d.dam.sap.com/a/r1mkt1W/SAP%20Crystal%20Step%20by%20Step%20create%20a%20sales%20report.pdf?rc=10


B. 11. SAP CRYSTAL REPORTS: CREATE A HUMAN RESOURCES REPORT

PDF Step-by-Step Guide: Use Crystal Reports' flexible design tools and features
to create a report for your business, in this case, an HR report.
https://d.dam.sap.com/a/74orzpH/SAP%20Crystal%20Step%20by%20Step%20create%20an%20HR%20report.pdf?rc=10


B. 12. SAP CRYSTAL REPORTS: CREATE AN INTERACTIVE DASHBOARD

PDF Step-by-Step Guide: When building dashboards with SAP Crystal Reports read
this guide to follow some best practices.
https://d.dam.sap.com/a/EC1cDvU/SAP%20Crystal%20Step%20by%20Step%20create%20an%20interactive%20dashboard.pdf?rc=10


B. 13. SAP CRYSTAL REPORTS: CREATE REPORTS FOR PUBLISHING

PDF Step-by-Step Guide: Create a Publishing report for data-driven report
bursting.
https://d.dam.sap.com/a/R9rE9Ea/SAP%20Crystal%20Step%20by%20Step%20guide%20create%20a%20crystal%20server%20publication.pdf?rc=10


B. 14. SAP CRYSTAL REPORTS: DATA HANDLING (SELECT, GROUP, SORT)

PDF Step-by-Step Guide: Use fundamental data handling features in any report.
https://d.dam.sap.com/a/ZUb7kX1/SAP%20Crystal%20Step%20by%20Step%20guide%20Data%20Handling.pdf?rc=10


B. 15. SAP CRYSTAL REPORTS: USING FORMULAS WITH CRYSTAL REPORTS

PDF Step-by-Step Guide: Learn how to use the Formula Workshop and the Formula
Editor to create values not included in your data source.
https://d.dam.sap.com/a/eKaYh9p/SAP%20Crystal%20Step%20by%20Step%20guide%20Formulas.pdf?rc=10



Get additional help with Formulas:
https://help.sap.com/docs/SAP_CRYSTAL_REPORTS/dfc124becfa845ffa91b1e717b20e3ec/477b49c46e041014910aba7db0e91070.html


B. 16. SAP CRYSTAL REPORTS: USING CHARTS WITH CRYSTAL REPORTS

PDF Step-by-Step Guide: Use this guide to learn how to use charts within your
reports.
https://d.dam.sap.com/a/sdH4UyP/SAP%20Crystal%20Step%20by%20Step%20guide%20Charts.pdf?rc=10



See the different chart types available:
https://d.dam.sap.com/a/zR5iTH3/SAP%20Crystal%20Solutions%20Chart%20types.pdf?rc=10



Look into third party charting capabilities: https://www.crchart.com/


B. 17. SAP CRYSTAL REPORTS: SHARE A CRYSTAL REPORT

PDF Step-by-Step Guide: Share reports with end users without the need to design
or modify the report.
https://d.dam.sap.com/a/YHMG27Y/SAP%20Crystal%20Step%20by%20Step%20sharing%20a%20Crystal%20Report.pdf?rc=10


B. 18. SAP CRYSTAL REPORTS: UPGRADE FROM SAP CRYSTAL REPORTS VIEWER, SAP CRYSTAL
REPORTS FOR VISUAL STUDIO OR SAP CRYSTAL REPORTS FOR ECLIPSE TO CRYSTAL REPORTS

PDF Step-by-Step Guide: Learn why you should upgrade to SAP Crystal Reports or
SAP Crystal Server.
https://d.dam.sap.com/a/jzgrLxV/SAP%20Crystal%20Step%20by%20Step%20guide%20upgrade%20from%20viewer.pdf?rc=10


B. 19. SAP CRYSTAL REPORTS: ENTRY LEVEL VIDEO TUTORIALS

Watch tutorial videos for SAP Crytal Reports 2020:
https://www.youtube.com/playlist?list=PLNmCOqDvMhACCxIjBZy9cGFBIQxxwtLCx


C. SAP CRYSTAL SERVER




C. 1. SAP CRYSTAL SERVER: INSTALLATION GUIDE FROM EVALUATION TO PRODUCTION

PDF Step-by-Step Guide: Learn how to download, install and configure SAP Crystal
Server for report distribution.
https://d.dam.sap.com/a/w2kER5z/SAP%20Crystal%20Server%20Step%20by%20Step%20from%20evaluation%20to%20production%20installation.pdf?rc=10

---

SAP Crystal Server 2020 Installation Guide:
https://help.sap.com/docs/SAP_CRYSTAL_SERVER/3e720f48782a4022bc2920514da74db9?locale=en-US&state=PRODUCTION&version=2020.3

SAP Crystal Server 2016 Installation Guide:
https://help.sap.com/docs/SAP_CRYSTAL_SERVER/3e720f48782a4022bc2920514da74db9?locale=en-US&state=PRODUCTION&version=2016.7
---

Start a 60 days trial for SAP Crystal Server 2020
https://www.sap.com/products/crystal-server/trial.html


C.2. SAP BUSINESS OBJECTS BUSINESS INTELLIGENCE PLATFORM

Here you will find installation and user guides related to the Business
Intelligence Platform:





Business Intelligence Launch Pad User Guide:
https://help.sap.com/docs/SAP_BUSINESSOBJECTS_BUSINESS_INTELLIGENCE_PLATFORM/baaf5c869e824d07ab0109e7b093348e?locale=en-US&state=PRODUCTION&version=4.3.3



---
Business Intelligence Platform User Guide:
https://help.sap.com/docs/SAP_BUSINESSOBJECTS_BUSINESS_INTELLIGENCE_PLATFORM/2710d05c6f7f452baddb4ca72b72fdc2?locale=en-US&state=PRODUCTION&version=4.3.3

---
Business Intelligence Platform Central Management Console (CMC) User Guide:
https://help.sap.com/docs/SAP_BUSINESSOBJECTS_BUSINESS_INTELLIGENCE_PLATFORM/9029a149a3314dadb8418a2b4ada9bb8?locale=en-US&state=PRODUCTION&version=4.3.3

---

Business Intelligence Platform Installation Guide for Windows:
https://help.sap.com/docs/SAP_BUSINESSOBJECTS_BUSINESS_INTELLIGENCE_PLATFORM/df8899896b364f6c880112f52e4d06c8?locale=en-US&state=PRODUCTION&version=4.3.3

---
Business Intelligence Platform Upgrade Guide:
https://help.sap.com/docs/SAP_BUSINESSOBJECTS_BUSINESS_INTELLIGENCE_PLATFORM/985b023e35754728a151792b367f4536?locale=en-US&state=PRODUCTION&version=4.3.3

---
Business Intelligence Patch Update Guide:
https://help.sap.com/docs/SAP_BUSINESSOBJECTS_BUSINESS_INTELLIGENCE_PLATFORM/673bf26e7af1455eb9d15173258ec242?locale=en-US&state=PRODUCTION&version=4.3.3
---
Business Intelligence Suite Error Messages Explained:
https://help.sap.com/doc/45fe12516e041014910aba7db0e91070/4.3.3/en-US/sbo43sp2_error_messages_en.pdf



---
Business Intelligence Workspaces User Guide:
https://help.sap.com/docs/SAP_BUSINESSOBJECTS_BUSINESS_INTELLIGENCE_PLATFORM/5c070bfe96f44d05bbc4ff98ffb09035/4591524c6e041014910aba7db0e91070.html
---

Also you can access the full SAP BusinessObjects Business Intelligence Platform
documentation at:
https://help.sap.com/docs/SAP_BUSINESSOBJECTS_BUSINESS_INTELLIGENCE_PLATFORM














C. 3. SAP CRYSTAL SERVER: VIEW INTERACTIVE REPORTS

PDF Step-by-Step Guide: View pixel-perfect, fully interactive, real-time reports
within a web browser.
https://d.dam.sap.com/a/rijkfCM/SAP%20Crystal%20Server%20Step%20by%20Step%20view%20interactive%20reports.pdf?rc=10


C. 4. SAP CRYSTAL SERVER: SCHEDULE REPORTS

PDF Step-by-Step Guide: Automate reports to run and distribute on a flexible
schedule.
https://d.dam.sap.com/a/q9TBaUV/SAP%20Crystal%20Server%20Step%20by%20Step%20schedule%20reports.pdf?rc=10


C.5. SAP CRYSTAL SERVER: MASS INVOICING

PDF Step-by-Step Guide: Set up invoices to populate with individualized data.
https://d.dam.sap.com/a/se9Z7KC/SAP%20Crystal%20Step%20by%20Step%20mass%20invoicing.pdf?rc=10


C.6. SAP CRYSTAL SERVER: SOPHISTICATED DISTRIBUTION (REQUIRES SAP CRYSTAL SERVER
2020 (CS))

PDF Step-by-Step Guide: Distribute reports automatically customized for
individual recipients. Using this capability requires the separate purchase of
SAP Crystal Server 2020 (CS).
https://d.dam.sap.com/a/oqQLLCm/SAP%20Crystal%20Server%205%20CAL%20Step%20by%20Step%20view%20sophisticated%20distribution.pdf?rc=10


D. OVERVIEW MATERIAL




D. 1. WATCH OUR OVERVIEW VIDEOS

Video: Solution overview: https://www.youtube.com/embed/W9-oDxRByDg
Video: Create a compelling data story: https://www.youtube.com/embed/6bL_dZwF7Sg
Video: Use color and contrast in your visualizations:
https://www.youtube.com/embed/Z5xt7WLZZ_c
Video: Eliminate clutter in your visualizations:
https://www.youtube.com/embed/T98wthL8ibU


BROWSE

 * SAP Crystal Solutions
   * SAP Crystal Frequently Asked Questions (FAQ)
   * SAP Crystal How-to Guides
   * SAP Crystal Reports for Visual Studio (.NET)


ON THIS PAGE

 * A. SAP Crystal Solutions
 * A. 1. First Impressions of Crystal Solutions
 * A. 2. Download SAP Crystal sample files
 * B. SAP Crystal Reports
 * B.1. SAP Crystal Reports: From evaluation to production
 * B. 2. SAP Crystal Reports: Learn from our sample reports
 * B. 3. SAP Crystal Reports: Connect to a data source
 * B. 4. SAP Crystal Reports: Connect to Microsoft SQL Server
 * B. 5. SAP Crystal Reports: Connect to Microsoft Access
 * B. 6. SAP Crystal Reports: Connect to Microsoft Excel
 * B. 7. SAP Crystal Reports: Connect to MySQL
 * B. 8. SAP Crystal Reports: Create an invoice
 * B. 9. SAP Crystal Reports: Replicate a pre-printed form
 * B. 10. SAP Crystal Reports: Create a sales report
 * B. 11. SAP Crystal Reports: Create a human resources report
 * B. 12. SAP Crystal Reports: Create an interactive dashboard
 * B. 13. SAP Crystal Reports: Create reports for publishing
 * B. 14. SAP Crystal Reports: Data Handling (select, group, sort)
 * B. 15. SAP Crystal Reports: Using Formulas with Crystal Reports
 * B. 16. SAP Crystal Reports: Using Charts with Crystal Reports
 * B. 17. SAP Crystal Reports: Share a Crystal report
 * B. 18. SAP Crystal Reports: Upgrade from SAP Crystal Reports Viewer, SAP
   Crystal Reports for Visual Studio or SAP Crystal Reports for Eclipse to
   Crystal Reports
 * B. 19. SAP Crystal Reports: Entry level video tutorials
 * C. SAP Crystal Server
 * C. 1. SAP Crystal Server: Installation Guide from Evaluation to Production
 * C.2. SAP Business Objects Business Intelligence Platform
 * C. 3. SAP Crystal Server: View interactive reports
 * C. 4. SAP Crystal Server: Schedule reports
 * C.5. SAP Crystal Server: Mass Invoicing
 * C.6. SAP Crystal Server: Sophisticated Distribution (Requires SAP Crystal
   Server 2020 (CS))
 * D. Overview Material
 * D. 1. Watch our overview videos

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