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Crystal Reports XI Designer 1

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Course Length - 2 Days

Description

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.

Prerequisites

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

 

Outline

Before You Begin
  • Defining the Purpose of the Report
  • Determining the Layout of the Report
  • Finding the Data
  • Organizing the Data for the Report
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
  • 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
  • Drawing a Line
  • Drawing a Box
  • 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
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 Records
  • Challenge 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
  • 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

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 - Doing Calculations
  • Challenge Exercise - Subtracting Dates
  • Challenge Exercise - Using Nested If Statements

Conditional Formatting

  • The Highlighting Expert
  • Setting Highlighting Priorities
  • 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 General Chart Options
  • Modifying Individual Objects in the Chart
  • Using Auto-Arrange Chart
  • Applying Chart Templates
  • Challenge Exercise - Creating a Summary Report
  • Challenge Exercise - Charting
Exporting Reports
  • Understanding Export Formats and Destinations
  • Using an HTML Format for Crystal Reports
  • Exporting to Windows Applications
  • Exporting to a Report Definition Format
Default Options
  • Setting the Default Layout for Design and Preview Views

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
APPENDIX A - Mapping
  • Understanding Maps
  • Map Layouts
  • Map Types
  • Formatting the Map
  • Drilling Down on Maps
  • Using the Analyzer Tab for Advanced Mapping
  • Changing the Geographic Map
  • Using the Map Navigator
  • Changing Map Layers
  • Resolving Data Mismatches

APPENDIX B - Creating an ODBC Data Source to Attach to a Database

  • Creating an ODBC Data Source to Attach to a Database
  • Creating an ODBC Connection to Any Database

APPENDIX C - Pre-Qualification Exercise for the Power User Workshop

  • Why Should You Pre-qualify Yourself for the Power User Workshop? Pre-qualification Exercise

APPENDIX D - The Xtreme Sample Database

  • A relational diagram of tables existing the Xtreme Sample Database provided on the Crystal Reports Installation CD

APPENDIX E - Installation and System Requirements

  • Review the necessary hardware and operating system requirements to make Crystal Reports operate correctly

APPENDIX F - Function and Operator Locations

  • A complete listing of all the available Formula Functions and an explanation of the new Custom Functions
APPENDIX G - Glossary
  • A complete glossary of terms used throughout the book
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