Salesforce Connector for SAP Crystal Reports How to Get Beta Report

Introduction

In this article we will delve deeper into Salesforce and SAP Crystal Reports integration, and will learn how to get beta report. We are continuing from where we left off. By this time, you must have installed ODBC PowerPack, created ODBC Data Source, and configured authentication settings in your Salesforce account .

So, let's not waste time and begin.

Use Query Builder to generate SQL query

  1. The first thing you have to do is open Query Builder:

    ZappySys API Driver - Salesforce
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    SalesforceDSN
    Open Query Builder in API ODBC Driver to read and write data to REST API
  2. Then simply select the Get Beta Report endpoint (action).

  3. Continue by configuring the Required parameters. You can also set optional parameters too.

  4. Move on by hitting Preview Data button to preview the results.

  5. If you see the results you need, simply copy the generated query:

    Get Beta Report
    Optional Parameters
    Report Name Test Name
    Report Type spCampaigns
    Time Unit SUMMARY
    Group By campaign
    Group By targeting
    Group By searchTerm
    Group By advertiser
    Group By asin
    Report Start Date (yyyy-MM-dd) Maximum date range: 31 days
    Report End Date (yyyy-MM-dd) Maximum date range: 31 days
    Report Start Date (yyyy-MM-dd) Maximum date range: 731 days
    Report End Date (yyyy-MM-dd) Maximum date range: 731 days
    Metrics clicks
    Metrics clicks
    Metrics clicks
    Metrics clicks
    Metrics clicks
    Metrics clicks
    SELECT * FROM get_beta_report
    WITH
    (
        "ReportName" = 'Test Name',
        "ReportType" = 'spCampaigns',
        "StartDatePurchasedProductReportTypeGroupByAsin" = 'today-30d',
        "EndDatePurchasedProductReportTypeGroupByAsin" = 'today',
        "StartDatePurchasedProductReportTypeGroupByPurchasedAsin" = 'today-365d',
        "EndDatePurchasedProductReportTypeGroupByPurchasedAsin" = 'today'
    )
    Query Builder
  6. That's it! You can use this query in SAP Crystal Reports.

Let's not stop here and explore SQL query examples, including how to use them in Stored Procedures and Views (virtual tables) in the next steps.

SQL query examples

Use these SQL queries in your SAP Crystal Reports data source:

How to Get beta report

SELECT * FROM get_beta_report
WITH
(
    "ReportName" = 'Test Name',
    "ReportType" = 'spCampaigns',
    "StartDatePurchasedProductReportTypeGroupByAsin" = 'today-30d',
    "EndDatePurchasedProductReportTypeGroupByAsin" = 'today',
    "StartDatePurchasedProductReportTypeGroupByPurchasedAsin" = 'today-365d',
    "EndDatePurchasedProductReportTypeGroupByPurchasedAsin" = 'today'
)

Get Beta Report in SAP Crystal Reports

  1. First of all, open SAP Crystal Reports and create the new Crystal Report.

    Create New Crystal Report
  2. And it will open the new data source selection window. Under ODBC(RDO) double click on the Make New Connection and Select the desired ODBC DSN, in our case we need to select SalesforceDSN which we created in upper section. And Click on Next.

    SalesforceDSN
    SAP Crystal Report - Select ODBC SalesforceDSN DSN

  3. Expand the Connection and under the data select the desired table(s) or view(s) and click Add > button and click on Next.

    SalesforceDSN
    SalesforceDSN
    SAP Crystal Report - Add ODBC SalesforceDSN DSN Tables
  4. Add the desired Fields to Display in the Reports. Here we are adding all fields and click on Finish.

    SAP Crystal Report - Add Display Fields
  5. That's it and you will be able to load the data in the Report.

    SAP Crystal Report - SalesforceDSN Data Output

More actions supported by Salesforce Connector

Learn how to perform other actions directly in SAP Crystal Reports with these how-to guides:

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