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Crystal Reports Designer 1 Workshop

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About this Course

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.

Audience Profile

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

Prerequisites

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

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
  • 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

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
  • 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

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 Charts
  • 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

  • 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 Group Sorting 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 Test for Designer 2 Workshop

  • Why should you Pre-qualify yourself for the Designer 2 Workshop?
  • Pre-qualification Exercise

15. Appendix E – The Northwind 2008 Database

  • 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
  • Installing Required Class Files

19. Appendix I: Glossary