Crystal Reports XI, Basic
Course Length: Two Days

Course Description: This two-day, interactive workshop was designed for new users of Crystal Reports 2008. Some of the topics covered include a review of the software features, report design, and the creation of presentation quality reports. The course incorporates a number of hands-on exercises to reinforce the learning process.

Audience: Administrators, developers and end-users who need to create dynamic reports from varying data sources.

Prerequisites: Working knowledge of Windows 2000/XP/Vista environment is required. Familiarity with relational database concepts (tables, fields, and records) is strongly recommended.

Course Contents

 

Creating a Simple Report

  • Starting the Crystal Reports Program
  • Starting a New Report
  • Choosing a Data Source
  • The Main Components of the Design Window
  • Exploring the Toolbars
  • Managing Resources with Explorers
  • Placing Fields on the Report
  • Selecting and Sizing Objects
  • Browsing Field Data
  • Moving and Aligning Objects
  • Using Guides and Guidelines to Move and Align Objects
  • Creating Text Objects
  • Saving the Report
  • Autosaving the Report
  • Previewing the Report
  • Refreshing the Data
  • Getting Help
  • Formatting Features

  • Quick Formatting with the Template Expert
  • Formatting Objects
  • Format Painter
  • Inserting Lines and Boxes
  • Drawing a Line
  • Drawing a Box
  • Inserting Graphics
  • Working with the Page Commands
  • Working with Text Objects
  • Adding Fields into a Text Object
  • Formatting Part or All of an Object
  • Inserting Special Fields
  • Selecting Specific Records From the Database

  • Filter Types of the Select Expert
  • Database Filtering with the Select Expert
  • Selecting Records with Multiple Criteria
  • Viewing and Editing the Select Formula
  • Case Sensitive vs. Case Insensitive
  • Record Selection Formula Templates
  • Grouping and Sorting Data

  • When and Why to Group Records
  • Creating a Group
  • Group and Sort Direction
  • Customize Group Name Field
  • Modifying Groups
  • Creating Multiple Groups in a Report
  • Using the Preview Panel
  • Using the Group Tree to Navigate the Report
  • Reordering Groups
  • Sorting Records within a Group
  • Using the Sort Control
  • Summarizing Groups
  • Additional Summary Options
  • Grouping Data in Date/Time Intervals
  • Calculating Percentages
  • Ordering Groups Based on Their Subtotals Using the Group Sort Expert
  • Combining Multiple Tables

  • Understanding Tables, Records, and Fields
  • Learning about Linking
  • Adding Multiple Tables to a Report
  • Creating and Using Formulas

  • Understanding Crystal Formula Syntax without Being a Programmer
  • About the Formula Workshop
  • Using the Formula Workshop
  • Using the Formula Editor
  • The Formula Editor Toolbar
  • Performing Simple Number Calculations
  • Manipulating Dates with Formulas
  • Creating Boolean (True/False) Formulas
  • Creating String Formulas
  • Using Bookmarks to Navigate Through Formulas
  • Conditional Formatting

  • Formatting Sections
  • Formatting Sections Conditionally
  • Conditionally Formatting Fields
  • Creating Summary Reports and Charts

  • Creating a Summary Report
  • Applying the Drill Down Feature
  • Applying the DrillDownGroupLevel
  • Producing Charts
  • Editing Charts
  • Formatting Charts
  • Using the Chart Options
  • Modifying Individual Objects in the Chart
  • Applying Chart Templates
  • Exporting Your Reports Within Your Organization

  • Understanding Export Formats and Destinations
  • Adobe Acrobat (PDF)
  • Microsoft Excel 97-2003 (XLS)
  • Microsoft Excel 97-2003 Data only (XLS)
  • Microsoft Word (97-2003)
  • Text (TXT)
  • Using the PDF Format for Crystal Reports
  • HTML Preview
  • Exporting to Windows Applications
  • Exporting to a Report Definition Format
  • Using the Report Wizards

  • What are the Report Wizards?
  • Create a Report Using the Standard Report Creation Wizard
  • The Data Dialog Box
  • The Fields Dialog Box
  • The Grouping Dialog Box
  • The Summaries Dialog Box
  • The Group Sorting Dialog Box
  • The Chart Dialog Box
  • The Record Selection Dialog Box
  • The Template Dialog Box
  • Appendix A: Mapping

  • Understanding Maps
  • Map Layouts
  • Map Types
  • Formatting the Map
  • Drilling Down on Maps
  • Advanced Formatting of Maps
  • Changing the Geographic Map
  • Using the Map Navigator
  • Changing Map Layers
  • Resolving Data Mismatches
  • Appendix B: Before You Begin

  • Defining the Purpose of the Report
  • Determining the Layout of the Report
  • Finding the Data
  • Organizing the Data for the Report
  • The Workbench
  • Appendix C: Setting Default and Report Options

  • Setting the Default Layout for Design and Preview Views
  • Appendix D: Pre-Qualification Text for Designer 2 Workshop

  • Why Should You Pre-qualify Yourself for the Designer 2 Workshop?
  • Pre-qualification Exercise
  • Appendix E: The Northwind 2008 Database

    Appendix F: Installation and System Requirements

  • Installing the Application
  • Minimum Installation Requirements
  • Appendix G: Function and Operator Locations

     

     


     

    One Campbell Plaza, Suite 2B
    St. Louis, MO 63139
    Phone: (314) 644-6400
    Fax: (314) 644-3670

    www.premier-ks.com