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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 has many options for offloading data processing to remote data; this enables real-time reporting. With the support for JDBC in Crystal Reports, the CData JDBC Driver for Salesforce brings this capability to Crystal Reports. This article shows how to create a report on Salesforce data that refreshes when you run the report.

Deploy the JDBC Driver

Install the CData JDBC Driver for Salesforce by including the driver JAR in the Crystal Reports classpath: Add the full file path, including the .jar, to the paths in the ClassPath element, under the DataDriverCommonElement.

The CRConfig.xml is usually located at C:\Program Files (x86)\SAP BusinessObjects\SAP BusinessObjects Enterprise XI 4.0\java — the path might be slightly different based on your installation. The driver JAR is located in the lib subfolder of the installation directory.

After you have added the JAR to the ClassPath, restart Crystal Reports.

Connect to Salesforce Data

After deploying the JDBC Driver for Salesforce, you can then use the Report Wizard to add Salesforce data to a new report.

  1. Click File -> New -> Standard Report.
  2. Expand the JDBC node under Create New Connection and double-click Make a New Connection.
  3. In the wizard, enter the JDBC connection URL:

    jdbc:salesforce:User=username;Password=password;SecurityToken=Your_Security_Token;

    There are several authentication methods available for connecting to Salesforce: Login, OAuth, and SSO. The Login method requires you to have the username, password, and security token of the user.

    If you do not have access to the username and password or do not wish to require them, you can use OAuth authentication.

    SSO (single sign-on) can be used by setting the SSOProperties, SSOLoginUrl, and TokenUrl connection properties, which allow you to authenticate to an identity provider. See the "Getting Started" chapter in the help documentation for more information.

    Built-in Connection String Designer

    For assistance in constructing the JDBC URL, use the connection string designer built into the Salesforce JDBC Driver. Either double-click the JAR file or execute the jar file from the command-line.

    java -jar cdata.jdbc.salesforce.jar

    Fill in the connection properties and copy the connection string to the clipboard.

    When you configure the JDBC URL, you may also want to set the Max Rows connection property. This will limit the number of rows returned, which is especially helpful for improving performance when designing reports and visualizations.

  4. Set the driver class name:

    cdata.jdbc.salesforce.SalesforceDriver
  5. Select the tables and fields needed in the report. This example uses the Industry and AnnualRevenue columns from the Account table.

You can then configure grouping, sorting, and summaries. For example, this article groups on Industry and summarizes on AnnualRevenue. See the following section to use the aggregate and summary to create a chart.

Create a Chart

After selecting a column to group by, the Standard Report Creation Wizard presents the option to create a chart. Follow the steps below to create a chart that aggregates the values in the Industry column.

  1. In the Standard Report Creation Wizard, select the Bar Chart option and select the column you grouped by, Industry in this example, in the On Change Of menu.
  2. In the Show Summary menu, select the summary you created.
  3. Select filters and a template, as needed, to finish the wizard.

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

Working with Remote Data

To ensure that you see updates to volatile data, click File and clear the "Save Data with Report" option. As you interact with the report, for example, drilling down to hidden details, Crystal Reports executes SQL queries to retrieve the data needed to display the report. To reload data you have already retrieved, refresh or rerun the report.

You can offload processing onto the driver by hiding details elements and enabling server-side grouping. To do this, you will need to have selected a column to group on in the report creation wizard.

  1. Click File -> Report Options and select the Perform Grouping On Server option.
  2. Click Report -> Section Expert and select the Details section of your report. Select the Hide (Drill-Down OK) option.

When you preview your report with the hidden details, Crystal Reports executes a GROUP BY query. When you double-click a column in the chart to drill down to details, Crystal Reports executes a SELECT WHERE query that decreases load times by retrieving only the data needed, instead of the entire table.