Two Days Live Distance Learning
This two-day interactive workshop was designed for new users of Crystal Reports 2016. 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.
Pre-requisite
- Working knowledge of Windows 7 or higher environment is required. Familiarity with relational database concepts (tables, fields and records) is strongly recommended.
Course Outline
Module 1: 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
- Moving and Aligning Objects
- Creating Text Objects
Module 2: Formatting Features
- Quick Formatting with
- the Template Expert
- Formatting Objects
- Inserting Lines and
- Inserting Graphics
- Working with the Page
- Changing Page and Margins
- Working with Text
- Adding Fields into a Text Object
- Formatting Part or All of an Object
- Inserting Special Fields
- Challenge Exercise
Module 3: 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
Module 4: Report Grouping
- When and Why to Group Reports
- Creating a Group, Customize Group Name Field
- Modifying Groups, Create Multiple Groups in a Report, Group and Sort Direction
- Using the Group Tree to Navigate the Report, Reordering Groups
- 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
Module 5: 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
Module 6: 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 – Creating String Formulas
Module 7: Conditional Formatting
- Formatting Sections
- Formatting Sections Conditionally
- Conditionally Formatting Fields
- Challenge Exercise – Section Formatting and Conditional Formatting
Module 8: Summary Reports and Charts
- Creating a Summary Report
- Applying the Drill Down Feature
- Applying the DrillDownGroupLevel
- Producing Charts
- Producing Charts
- Editing Charts
- Formatting Charts
- Using the Chart Options
- Modifying Individual Objects in the Chart
- Applying Chart Templates
Module 9: Exporting Reports
- Understanding Export Formats and Destinations
- Using a PDF Format for Crystal Reports
- Exporting to Windows Applications
- Exporting to a Report Definition Format
- 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
Module 10: Report Wizards
- What are the Report?
- 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