Building Reports Using ASP.NET and Crystal Reports - Part 2 - Quarterly Sales Report
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by Vince Varallo
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Step 3: Connect to the database

The first step in designing this report is connecting to the AdventureWorks database and bringing in the tables that you need. These steps assume you have already downloaded and run the install for the AdventureWorks database.

1.    Right click on the Database Fields node in the Field Explorer. If you do not see the Field Explorer window, select Crystal ReportsàField Explorer from the menu. Select Database Expert… from the pop-up menu.

2.    This report is going to connect directly to the database using OLE DB. To connect to the database click the plus sign next to the Create New Connection node.

3.    Click the plus sign next to OLE DB (ADO). This will display the OLE DB dialog which allows you to select your AdventureWorks database.

4.    Select SQL Native Client from the list of providers and click Next.

5.    Enter the server name where the SQL Server database is installed.

6.    You can either use integrated security or a SQL Login and password to connect to the database. This depends on how you setup your database when you installed it. I created a SQL Login called "aspalliance," gave it a password of "aspalliance" and added the Login to the db_owner role in the AdventureWorks database. Enter the User ID and Password.

7.    Now click on the Database drop down list. You should see AdventureWorks as one of the options. If you do not then the SQL Login does not have access to the database. You will have to use SQL Server Management Studio to add the aspalliance Login and add them to the db_owner role for the AdventureWorks database.

8.    Once you have selected AdventureWorks for the database, click Next and then click Finish.

Your SQL Server should appear under the OLE DB (ADO) node and the AdventureWorks database should be listed under the server name.

Figure 3

 

9.    Click the plus sign next to AdventureWorks and you will see the list of schemas defined in the database. If you click the plus sign next to a schema name, you will see two nodes, one for Tables and one for Views. Clicking the plus sign next to either will display the list of tables or views in that schema.

10. The next step is to select the appropriate tables and views for the report and move them to the Selected Tables list in the dialog box. Expand the Person schema and the Tables. Click on the Contact table and then click the > button to move this table to the Selected Tables list.  Do the same for the HumanResources.Employee, Sales.SalesOrderHeader, Sales.SalesPerson, and Sales.SalesTerritory tables.

11. Now that you have selected the tables, you need to define the relationships between these tables. Crystal does a pretty good job of figuring this out, but cannot figure everything out automatically. To manually configure the relationships click the Links tab in the Database Expert dialog.

12. This displays a graphical representation of the tables. You can make the dialog box bigger by dragging the lower right hand corner of the dialog box. I like to make this big so I can see as many tables as possible.

13. Crystal should have figured out the relationships between the SalesOrderHeader.SalesPersonId and SalesPerson.SalesPersonId, the SalesPerson.SalesPersonId and Employee.EmployeeId, the Employee.ContactId and Contact.ContactId, and the SalesPerson.TerritoryId and SalesTerritory.TerritoryId tables. You should see a line between the primary and foreign keys between these tables. If you do not, you can easily create the relationship by clicking on the foreign key field and dragging it to the primary key field. You will need to remove the relationships between the SalesOrderHeader.ContactId and the Contact.ContactId, and the relationship between the SalesOrderHeader.TerritoryId and the SalesTerritory.TerritoryID.

Figure 4

14. Click the OK button.

You should now see the report in Visual Studio 2008. Click the plus sign next to the Database Fields node in the Field Explorer. You see all your tables listed. Click the plus sign next to a table and you will see the fields in that table. These are now available to be used in the report.


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