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 or XP 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

• Basic Reporting
• Defining the Purpose of the Report
• Determining the Layout of the Report
• Finding the Data
• Organizing the Data for the Report
• The Workbench
• 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
• 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
• 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 Group Tree to Navigate the Report
• Reordering Groups
• Sorting Records within a Group
• 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
• The Highlighting Expert
• Setting Highlighting Priorities
• 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
• Using Auto-Arrange Chart
• Applying Chart Templates
• Exporting Your Reports Within YourOrganization
• Understanding Export Formats and Destinations
• Using an HTML Format for Crystal Reports
• HTML Preview
• Exporting to Windows Applications
• Exporting to a Report Definition Format
• Setting Default and Report Options
• Setting the Default Layout for Design and Preview Views
• 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
• Exercise A.1 - Format 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: Creating an ODBC Connection to Any Database
• Appendix C: Pre-Qualification Text for Designer 2 Workshop
• Pre-Qualification Exercise for the Designer 2 Workshop
• Why Should You Pre-qualify Yourself for the Designer 2 Workshop?
• Pre-qualification Exercise
• Appendix D: The Xtreme Sample Database 11
• Appendix E: Installation and System Requirements
• Installing the Application
• Minimum Installation Requirements
• Appendix F: Function and Operator Locations