1.
Right click on the web site in your Solution Explorer.
2.
Select Add New Item… from the pop-up menu.
3.
Click on Crystal Report from the templates. If you don't see Crystal
Report as an option then you need to run the Visual Studio 2008 installation
and select the option to install Crystal Reports. It comes free with Visual
Studio 2008.
4.
Change the name of the report to Sales.rpt. The Language drop down
should already be set to Visual C# but if it isn't do so.
5.
Click the Add button.
Visual Studio will add the Crystal Report file to your web
site and bring up the Crystal Reports Gallery dialog. You may be prompted to
register your product if this is the first time you're using Crystal Reports.
You can skip registering the product but it will keep prompting you every time
you open a report so it's worth taking the extra minute or two to register.
Once you get to the Crystal Reports Gallery dialog you should select the "Using
the Report Wizard" option and click OK.
The first step in the Report Wizard asks you to connect to a
database. Follow these steps to connect to the AdventureWorks database.
6.
Click the plus sign (+) next to the Create New Connection node.
7.
Click the plus sign next to the OLE DB (ADO) node.
8.
Another dialog box will appear. This asks you which provider you want
to use to connect to the database. Scroll down the list and select SQL Native
Client. Click the Next button.
9.
The next screen allows you to enter the name of the database server, the
SQL login, the password, and the database that you want to connect to. You
should fill in your server name. You can optionally use Integrated Security
which means you'll connect to the database using your Windows Login. It doesn't
matter if you use Integrated Security or a SQL Login as long as whichever you
use has the correct permissions to read the tables in the database. I'll use
Integrated Security for this example.
10. Click
the Next button and then click the Finish button.
11. You
should now see your server name appear under the OLE DB (ADO) node and the
AdventureWorks database should appear under your server.
12. Click
the plus sign next to the AdventureWorks database to view the list of schemas
defined in the database.
13. Click
the plus sign next to Sales and the click the plus sign next to Tables.
14. Scroll
down and left click on the SalesOrderHeader table. Click the > button to
move this table to the list of selected tables.
15. Scroll
up to the Person schema and add the Address, CountryRegion, and StateProvince
tables to the list of selected tables.
16. Click
the Next button. The next screen allows you to define the links between the
tables. By default Crystal will try to figure out the links automatically.
Your screen should look like the following image. If the links are not defined
correctly than simply click and drag the fields to create a link between any
two tables. Once the links are defined you can click the Next button.
17. The
next screen ask you to select the fields you want to display on the report.
These fields will be displayed in the Details section of the report. Select
the CountryRegion.Name, StateProvince.Name, Address.City, and
SalesOrderHeader.TotalDue fields. Click the > button to move the field in
the Fields to Display list.
18. Click
the Next button. The next screen asks you which fields you want to group by.
For this report we want to show the data summarized at the Country level first,
then by StateProvince, and then by the City. This will create the drill
through hierarchy we want to achieve in the web page. Move the fields to the
Group By list by clicking on the > button.
19. Click
the Next button. The next screen asks you which summary fields you would like
to display on the report. By default, Crystal will create a summary field for
each group you defined in the previous screen. Accept the default settings and
click the Next button.
20. The
next screen asks if you want to sort the groups. Leave the default settings
and click the Next button.
21. The
next screen asks if you want to add any charts to the report. Leave this set
to none for now. Later in the article we'll add the graphs to the report.
Click the Next button.
22. The
next screen allows you to specify selection criteria. You use this if you want
to filter the data on the report but we'll leave this blank. Click the Next
button.
23. The
next screen allows you to select a layout for the report. Leave the setting
set to Standard and click the Finish button. The report is now added to the
project and should look like the following image.
