Skip to Content
0
Former Member
Mar 25, 2009 at 06:39 PM

XI 3.0 - Publications/Profiles - Crystal Reports

23 Views

I am trying to create a publication that will distribute a Crystal Report in single-pass report bursting fashion (already works great for WebI). I hoped to assign a Profile to the publication as part of the personalization. This Crystal report is not based upon a universe.

Steps:

► Created a profile

► Could not associate a profile target since not using a universe, so skipped this

► Chose a user group when defining profile values. Would be nice to use the Value radio button and placeholder for user name (done this successfully with WebI), but I am not sure that is an option. Instead, I chose Filter Expression and entered a hard-wired value into the Crystal Reports expression. Question is: What do I enter for that hard-wired value (any of the following options)?

■ = 'MyHardWireVal'

■ 'MyHardWireVal'

■ MyCrystalReportColumn = 'MyHardWireVal'

► Create a publication in InfoView and select the source doc/formats/destinations/database logon/etc

► Select Enterprise recipients

► Build out the personalization option

■ No parameters, so skip this

■ Choose a Report Field for the Filter

■ Choose the profile created in the steps above.

This last step is where I think I am getting a "mismatch in formatting" when it comes to building this "where clause". Should I be able to look at this Report Field as the left hand side of the condition, and the profile value as the right hand side? Is the equal sign implied. I assume not because I may want NOT EQUAL, LIKE, IN, etc. Do I enclose the profile value in single quotes, the whole Crystal expression in double-quotes, etc.

Any help is greatly appreciated,

Brian