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Crystal Reports Training Overview
This two day, interactive workshop was designed for new users of Crystal Reports 2008 - 2011. 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
- Applying Chart Templates
9. Exporting Your Reports Within Your
Organization
- Understanding Export Formats and
Destinations
- Adobe Acrobat (PDF)
- Microsoft Excel 97-2003 (XLS)
- Microsoft Excel 97-2003 Data only
(XLS)
- Microsoft Word (97-2003)
- Text (TXT)
- 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
- Formatting the Map
- Drilling Down on Maps
- Advanced Formatting of Maps
- Changing the Geographic Map
- Using the Map Navigator
- Changing Map Layers
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
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 for CR 2008/2011
- CR 2008/2011 Application Installation
Instructions
- Installed Required Class Files
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