Link tables in Crystal Reports
Description

Before you begin:

  1. Select Resources in Sage 100 Launcher and open File Layouts and Program Information
  2. Select File Layouts and then select the desired file that you want to link in Crystal Reports
  3. All key fields in the linking table must also exist in the primary table
Cause
Resolution

[BCB:5:Third-party support:ECB]

  1. Open Crystal Designer --> Database --> Database Expert
  2. Select existing connection under My Connections
    Or Select Create New Connection, ODBC RDO and choose SOTAMAS Data Source Name
  3. Click Finish and enter Login Credentials for Company desired
  4. Select Table by either double-clicking or clicking the arrow key
  5. Click Links Tab
    • Note: it’s possible to get prompted again to Log in
  6. If you already linked the tables, right-click and choose Remove All Links
  7. Verify all Key fields from the Linking Table exist in the Primary table 
  8. Click a field in the primary table and drag it to the matching field in the linking table
  9. Repeat this step until all Key Fields in the Linking Table are linked to the Primary table

TIP:

Links automatically default to Equal Join which means data must exist in both tables to display data on the report. If the data exists only in the Primary table and not in the Linking Table, right-click the link and choose Left Outer Join.

 

EXAMPLE:

A Crystal Report consists of two tables, a Sales Order Header table and a Salesperson Table. With an Equal Join Link, only Orders with existing Sales Persons will display on the report. If you want to display all Sales Orders, whether or not the Salespersons still exist in the Salesperson file, then use a Left Outer Join Link.

 

[BCB:155:Chat 100 US:ECB]

 

Steps to duplicate
Related Solutions

How to find or access additional Crystal Reports resources and help for Sage 100