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Crystal Reports® 2013 Designer 1 Workshop
Crystal Reports Training Overview

This two-day, interactive workshop was designed for new users of Crystal Reports® XI. 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.

Crystal Reports Training Prerequisites

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

Crystal Reports Training Audience

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

Crystal Reports Training Course duration

2 days

Crystal Reports Training Course outline

1. 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
  • Using the Status Bar
  • Getting Help
2. Formatting Features
  • Quick Formatting with the Template Expert
  • Formatting Objects
  • Format Painter
  • Inserting Lines and Boxes
  • 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
3. 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
4. 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
5. Combining Multiple Tables
  • Understanding Tables, Records, and Fields
  • Learning about Linking
  • Adding Multiple Tables to a Report
6. Creating and Using Formulas
  • Understanding Crystal Formula Syntax without Being a Programmer
  • Using the Formula Workshop and 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
7. Conditional Formatting
  • Formatting Sections
  • Formatting Sections Conditionally
  • Conditionally Formatting Fields
8. Creating Summary Reports and Charts
  • Creating a Summary Report
  • Applying the Drill Down Feature
  • Applying the DrillDownGroupLevel
  • Producing Charts
  • Editing and Formatting Charts
  • Using the Chart Options
  • Modifying Individual Objects in the Chart
  • Using the Chart Options
  • Modifying Individual Objects in the Chart
  • Applying Chart Templates
9. Exporting Your Reports Within Your Organization
  • Understanding Export Formats and Destinations
  • Using the PDF Format for Crystal Reports
  • HTML Preview
  • Exporting to Windows Applications
  • Exporting to a Report Definition Format
10. 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 Chart Dialog Box
  • The Record Selection Dialog Box
  • The Template Dialog Box
11. 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
12. 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
13. Appendix C – Setting Default and Report Options
  • Setting the Default Layout for Design and Preview Views
  • Why Should You Pre-qualify Yourself for the Designer 2 Workshop?
  • Pre-qualification Exercise
14. Appendix D – Pre-Qualification Text for Designer 2 Workshop
  • Why Should You Pre-qualify Yourself for the Designer 2 Workshop?
  • Pre-qualification Exercisec
15. Appendix E – The Northwind 2008 Database

16. Appendix F – Installation and System Requirements
  • Installing the Application
  • Minimum Installation Requirements
17. Appendix G – Function and Operator Locations

18. Appendix H – Setup Instructions for Crystal Reports 2013
  • Crystal Reports 2013 Application Installation Instructions
  • Installed Required Class Files
19. Appendix I: Glossary


 
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