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