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Crystal Reports Training Overview
This two-day workshop is designed to enhance your basic report writing skills and move you into
creating more complex reports. Time will be spent walking you through the tips and tricks of advanced
report writing along with a good amount of hands on practice. In addition, you will cover professional
design, techniques, sub-reporting and advanced formulas. This course incorporates a number of hands
on exercises that 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. Refresher Exercise
- Review of Planning a Report
- Creating the Report
- Placing Fields on the Report
- Creating the Formulas
- Advanced Grouping
- Selecting Certain Records
- Helpful Hints for Formatting
- Adding and Working with Text Objects
- Hiding and Suppressing Sections
Guidelines
2. Power Formatting with Multiple
Sections
- Using Multiple Sections in Reports
- Using the Section Expert to Work with
Sections
- Conditionally Formatting Multiple
Sections
3. Using the Running Totals Feature
- Understanding Running Totals
- Creating Running Totals for a List of
Numbers
- Conditional Running Totals
4. Prompting with Parameters
- Parameter Fields Overview
- Parameter Field Considerations
- Creating a Parameter Field
- Using a Parameter to Select Records
- Using a Parameter Field
- Creating a Dynamic Value List for
Parameter Values
- Importing a Pick List
- Adding Parameter Values to Text
Objects
- Allowing Multiple Values in Parameters
- Using Multiple Parameter Fields in
Reports
- Specifying and Limiting a Range for a
Parameter
- Using Parameters in Conditional
Formatting
- Using an Edit Mask to Limit String
Parameters
- Sorting with a Parameter
- Group Sorting with a Parameter
- Using a Parameter to set N in a Top N or
Bottom N Report
- Displaying Parameter Fields
- Cascading Parameter Fields
5. Using Advanced Formula Features
- Understanding How Crystal Reports
Processes the Data
- What is a Pass?
- Pre-Pass #1 and #2
- Pass #1, #2, #3
- Using Evaluation Time Functions
- Working with Variables
- Declaring a Variable
- Assigning a Value to a Variable
- Using a Variable in a Formula
- Variable Scope
- Separating Statements in Complex
Formulas
- Working with Arrays
- Understanding the Formula Evaluation
Time Debugger
6. Using Subreporting as a Workaround
Solution
- Understanding Subreports
- Unlinked versus Linked Subreports
- Creating an Unlinked Subreport
- Linking a Subreport
- Database Links versus Subreports in
One-to-Many Situations
- Formatting the Subreport
- Passing Data from the Main Report into
a Subreport
- Creating On-Demand Subreports
- Creating Hyperlinks
- Using Subreports to Link "Unlinkable"
Data
7. Creating Powerful Groups
- Creating Custom Groups
- Customizing Group Sort Order
- Using Group Selection toFilter the
Records in the Report
- Grouping on a Formula Field
- Grouping Hierarchically
8. Working with Cross-Tab Reports
- Understanding How Cross-Tabs Affect
- Your Data
- Creating a Cross-Tab Report
- Creating a Cross-Tab with Multiple
- Rows or Columns
- Applying a Formatting Style to the
- Cross-Tab
- Customizing the Cross-Tab Format
- Changing Background Colors
- Formatting Individual Cells
- Changing the Summary Operation
- Suppressing Rows, Columns or Totals
- Repeating Row Heading for Multi-Page
- Cross-Tabs
- Using Alias Names for Column and Row
- Headings
- Charting Cross-Tabs
- Customizing Cross-Tab Group Names
- CurrentFieldValue
9. Report Alerts
- What are Report Alerts
- Creating Report Alerts
- Basing Report Formulas or Conditional
Formatting on Report Alerts
- Creative Usage for Report Alerts
10. Appendix A: Report Templates
- What is a Report Template?
- Standard Report Creation Wizard and
Templates
- The Template Expert
- Applying a Template and The
Consequences
- Template Considerations
- Creating Your Own Templates
11. Appendix B: The Northwind 2008
Database
12. Appendix C: Installation and System
Requirements
- Installing the Application
- Minimum Installation Requirements
13. Appendix D: Setup for CR 2008
- CR 2008 Application Installation
Instructions
- Installed Required Class Files
14. Appendix E: Function and Operator
Locations
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