BOFocus – Crystal Reports Tips – Tricks – Tutorials

Crystal Reports - How-To's

How to filter, select data

The Select Expert provides a mechanism to create conditions or criteria to help you filter the records that appear in your reports. The Select Expert automatically creates a formula as you define the report conditions. All statements in the formula are AND statements, which means that all records must meet all the defined criteria.

1. Click on Report in the menu bar, then Select Expert. or click on the Select Expert icon on the toolbar

How to use the Select Expert:

Note: The Select Expert dialog box will immediately open if a field is selected/highlighted in the Design Tab prior to opening the Select Expert (you can also right click on a field and left click on Select Expert in the menu). Otherwise, the Choose Field window opens first.

2. The first table listed (tables are listed alphabetically) will be open with its fields viewable. You will need to scroll to the bottom of the listed fields to view the other selected report tables. Double click the desired table if necessary to view its fields.

Double click the field to select or single click the field and click the OK button. The Select Expert dialog box will open.

A tab will be created for the new field.   A drop-down list provides you with different Operators that can be used to create the condition or criteria for the particular type of field selected.

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To format a report section

Right-click the report section and click Format Section.

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