Introduction
Getting the most from SAP Business One
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What you should know
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Exercise Files
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Setting up your system
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1. SAP Reporting and Forms
Run included reports
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Use selection criteria
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Filter and sort reports
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Export Drag & Relate
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Challenge: Basic sales spreadsheet
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Solution: Sales spreadsheet
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2. SAP B1 Databases
Understand SAP B1 tables and fields
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What golden arrows do in reports
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Use popular tables
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Use the System Information tool
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Challenge: Find system information
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Solution: Find system information
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3. Basic SQL Reports
Use the Query Generator
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Open the Query Manager
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Change a query with SELECT, AS, and FROM
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Debug a query
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Filter a query with WHERE
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Add selection criteria parameters
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Use SQL functions
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Sort a query with ORDER BY
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Make decisions with CASE
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Types in SQL
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Challenge: Sales report in SQL
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Solution: Sales report in SQL
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4. Power SQL
Plan your report with good questions
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Add comments for readability
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Text editors with SQL
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Date and string functions
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Handling NULL values
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Use INNER JOIN for two tables
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Use JOIN for multiple tables
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Group data with GROUP BY
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Use aggregate functions
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Challenge: Sales report with BP info
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Solution: Sales report with BP info
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5. Basic Crystal Reports
Launch Crystal Reports
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Connect to the database
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Select and link fields
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Crystal Reports navigation
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Add fields to an existing report
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Format and layout a report
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Add text objects to a header
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Add graphics and color
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Challenge: Make a sales report
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Solution: Make a sales report
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6. Polished Crystal Reports
Create logic and calculation formulas
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IF, THEN, ELSE in formulas
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Conditional formatting
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Add selection criteria
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Use parameters for selection
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Sort a Crystal report
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Add groups and totals to a Crystal report
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Connect golden arrows in Crystal Reports
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Polish up the report
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Challenge: Make a sales summary
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Solution: Make a sales summary
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7. Customize Reports and Forms in SAP B1
Connect golden arrows in Crystal Reports
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Add a Crystal report to SAP B1
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Modify reports and forms in SAP B1
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Forms to SAP B1
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Modifying legacy forms in SAP B1
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Add a Crystal Report form to SAP B1
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Challenge: Add a form
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Solution: Add a form
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8. Customize Fields in SAP B1
Add a user defined field (UDF)
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Add a UDF in SQL
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Add a user defined object
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Add a UDF in Crystal Reports
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Challenge: Who likes pizza?
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Solution: Who likes pizza?
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Ex_Files_SAP_Business_One_Reporting_and_Customization.zip
(1.8 MB)