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Crystal Reports 2016 Designer 1 Workshop
Crystal Reports Training Overview

This two day interactive workshop was designed for new users of Crystal Reports 2016. 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 7 environment is required. Familiarity with relational database concepts (tables, fields and records) is strongly recommended

Crystal Reports Training Course duration

2 days

Crystal Reports Training Course outline

Basic Reporting

Creating a 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
  • Auto-saving the Report
  • Previewing the Report
  • Refreshing the Data
  • Using the Status Bar
  • Getting Help
  • Challenge Exercise - Creating a Basic Report
Formatting Features
  • Quick Formatting with the Template Expert
  • Using the Format Painter
  • Formatting Objects
  • Inserting Lines and Boxes
  • Inserting Graphics
  • Working with the Page Commands
  • Changing Page Orientation
  • Changing Margins
  • Working with Text Objects
  • Adding Fields into a Text Object
  • Formatting Part or All of an Object
  • Inserting Special Fields
  • Challenge Exercise Formatting Features
Database Filters
  • Filtering Data with the Select Expert
  • Selecting Records with Multiple Criteria
  • Viewing and Editing the Select Formula
  • Case Sensitive vs. Case Insensitive
  • Record Selection Formula Templates
  • Challenge Exercise - Selecting Specific RecordsChallenge Exercise - Selecting a Range of Values
Report Grouping
  • 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 Group Tree to Navigate the Report
  • Reordering Groups
  • 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
  • Challenge Exercise - Grouping, Sorting, Summarizing
  • Challenge Exercise - Calculating Percentages
Adding Flexibility to Reports

Multiple Table Joins
  • Understanding Tables, Records, and Fields
  • Learning About Linking
  • Adding Multiple Tables to a Report
  • Challenge Exercise - Using the Database Expert to Link Tables
Creating 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
  • Challenge Exercise - Creating String Formulas Challenge
  • Exercise Creating String Formulas
  • Challenge Exercise Doing Calculations
  • Challenge Exercise Subtracting Dates
  • Challenge Exercise Using Nested If Statements
Conditional Formatting
  • Formatting Sections
  • Formatting Sections Conditionally
  • Conditionally Formatting Fields
  • Challenge Exercise - Section Formatting and Conditional Formatting
    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
  • Challenge Exercise - Creating a Summary Report
  • Challenge Exercise - Charting
Exporting Reports
  • Understanding Export Formats and Destinations
  • Using a PDF Format for Crystal Reports
  • Exporting to Windows Applications
  • Exporting to a Report Definition Format
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
  • Challenge Exercise - Create a Report Using a Report Wizard
For After the Class

APPENDIX A - Mapping
  • Understanding Maps
  • Map Layouts
  • Map Types
  • Formatting the Map
  • Drilling Down on 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 Exercise for the Power User Workshop
  • Why Should You Pre-qualify Yourself for the Power User Workshop? Pre-qualification Exercise
APPENDIX E The Northwind 2008 Database
  • A relational diagram of tables existing the Northwind 2008 database provided with the Designer 1 class files
APPENDIX F - Installation and System Requirements
  • Review the necessary hardware and operating system requirements to make Crystal Reports operate correctly
APPENDIX G - Function and Operator Locations
  • A complete listing of all the available Formula Functions and an explanation of the new Custom Functions
APPENDIX H Glossary
  • A complete glossary of terms used throughout the book



 
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