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Crystal Reports XI Level 2
Two Days - Instructor-led

This 2-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, subreporting, and advanced formulas.

Audience

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

Prerequisites

Before attending this course, students must have:

  • Taken the Windows XP Level 1 course or have the basic skills and knowledge of Windows applications
  • Taken Crystal Reports 10 Level 1 or have equivalent knowledge and skills

Business Objectives Certified Professional Exams

Whether you are an individual seeking to upgrade your skills or an IT manager seeking to certify your staff or hire qualified talent, our certification programs will enhance your business intelligence (BI) skill proficiency and knowledge. Open to any end user and built on blended learning and proven design methodologies, Business Objects offers certification on Crystal Reports® XI technologies. This class will help you prepare for your Crystal Reports Level 2 exam.

Objectives

  • Formatting and using features.
  • Templates, alerts and custom functions.
  • Parameters, formulas, subreports and concepts.

Course Outline

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 the report
  • Adding and working with text objects
  • Hiding and suppressing sections
  • Guidelines

Lesson 1: Power Formatting with Multiple Sections

  • Using multiple sections in reports
  • Using the Section Expert to work with sections
  • Conditionally formatting multiple sections

Lesson 2: Using the Running Total Feature

  • Understanding running totals
  • Creating running totals for a list of numbers
  • Conditional running totals

Lesson 3: 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

Lesson 4: Using Advanced Formula Features

  • Understanding how Crystal Reports processes the data
  • What is a Pass?
  • Pres-Pass #1
  • Pass #1
  • Pre-Pass #2
  • Pass #2
  • Pass #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

Lesson 5: 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

Lesson 6: Creating Powerful Groups

  • Customizing the group name field
  • Using a field name to customize the group name
  • Using a formula to customize the group name field
  • Creating custom groups
  • Customizing group sort order
  • Grouping on a formula field
  • Using group selection to filter the records in the report
  • Grouping hierarchically

Lesson 7: 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
  • Current field value

Lesson 8: Report Alerts

  • What are report alerts
  • Creating report alerts
  • Basing report formulas or conditional formatting on report alerts
  • Creative usage for report alerts

Lesson 9: 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
  • Inserting template fields
  • Formatting template fields
  • Giving template fields a value

Appendix A: The Xtreme Sample Database 11

Appendix B: Installation and System Requirements

  • Installing the Application
  • Minimum Installation Requirements