Ok I have Crystal Reports Developer XI and we are using a Business Objects Enterprise XI R2 environment with Infoview for our reporting needs.
My problem is the majority of our sales and other data is stored in a CRM package Saleslogix which I can easily report out of using Crystal. The problem is two of our products are not tracked in this CRM and are actually stored in an old ERP type system and the data is currently exported to Excel for business users to access. This means my reports currently only report on CRM based data and I am trying to figure out the Best way to add in the other Excel based sales information.
I know the best solution is to build a data warehouse where I can create a centralized database for storage and reporting but that is not the best solution for us right now. I just need a way to UNION the excel data along with my CRM stuff to get one dataset to report on. I have started to play with Business Views but not sure the best way to approach this. Any advice from anyone would be fantastic!
My problem is the majority of our sales and other data is stored in a CRM package Saleslogix which I can easily report out of using Crystal. The problem is two of our products are not tracked in this CRM and are actually stored in an old ERP type system and the data is currently exported to Excel for business users to access. This means my reports currently only report on CRM based data and I am trying to figure out the Best way to add in the other Excel based sales information.
I know the best solution is to build a data warehouse where I can create a centralized database for storage and reporting but that is not the best solution for us right now. I just need a way to UNION the excel data along with my CRM stuff to get one dataset to report on. I have started to play with Business Views but not sure the best way to approach this. Any advice from anyone would be fantastic!