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Publish Reports with Salesforce Data in Crystal Reports

Use the Report Wizard to design a report based on up-to-date Salesforce data.

Crystal Reports provides built-in support for the JDBC standard. The CData JDBC Driver for Salesforce enables you to use the Report Wizard and other tools to access Salesforce data in Crystal Reports. This article shows how to create a simple report that features Salesforce data.

Connect To Salesforce Data

Follow the procedure below to use the Report Wizard to create the Salesforce connection.

  1. If you have not already done so, specify connection properties in a DSN (data source name). You can use the Microsoft ODBC Data Source Administrator to create and configure ODBC DSNs. Typical connection properties are the following:

    • User
    • Password
    • SecurityToken

    See the "Getting Started" chapter in the help documentation for a guide to setting the required properties in the Microsoft ODBC Data Source Administrator.

  2. In a new report, click Create New Connection -> ODBC.

  3. In the resulting wizard, click Select Data Source and select the DSN in the Data Source Name menu.

Design a Report

After adding a JDBC connection to Salesforce, you can then use the Report Wizard to add Salesforce data to your report.

  1. Configure the data source by selecting the tables and fields needed in the report. This example uses the Name and AnnualRevenue columns from the Account table.

  2. Configure the chart type. For example, create a Bar Chart that aggregates the values in the Name column. After naming the chart, select Account.Name from the 'On change of' menu. In the 'Show summary' menu, select the SUM function and Account.AnnualRevenue. As you complete the wizard, Crystal Reports builds the SQL query to be executed to Salesforce data. The driver executes the query against the live Salesforce data.

  3. Configure other filters and the report template, as needed.

Preview the finished report to view the chart, populated with your data. If you want to filter out null values, use a SelectionFormula.

 

Print | posted on Tuesday, July 7, 2015 3:36 AM | Filed Under [ salesforce cdata jdbc reports Crystal Reports ]

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