Crystal Reports 11 Introduction Training- Course Outline
TARGET AUDIENCE & PURPOSE
Crystal Reports Introduction is for people new to report design using Crystal Reports, and for self-taught users to enhance their knowledge. It is a pre-requisite for the Advanced course.
OBJECTIVES
By the end of this course participants should be able to:
- Plan, create, format and distribute a report
- Organise data on a report
- Select records
- Apply section formatting
- Create basic formulas
- Apply conditional reporting
- Present data visually
PREREQUISITES
Participants should already:
- Be competent in using a mouse and keyboard
- Have an understanding of Windows
- Have basic database concepts
COURSE CONTENT
1. Getting Started
1.1. Planning a report
1.2. Understanding the Crystal Reports Environment-Design Tab, Toolbars, Preview Tab
1.3. Connecting to the data source - using the Database Expert
1.4. Placing objects on the report using the Field Explorer
1.5. Report Titles using Summary Info & Text Box
1.6. Previewing & saving reports
1.7. Modifying reports – Resizing fields, Arranging Fields, Field Alignment
2. Organizing Records
2.1. Sorting
2.2. Record selection including:
- Understanding the Select Expert Features
- Determining the record selection criteria
- Applying record selection on string, number & date fields
- Using multiple section criteria
- Modifying record selection with the formula editor
2.3. Grouping including:
- Creating groups with different data types
- Modifying groups
- Nested Groups
- Specified groups
2.4. Summarizing including:
- Inserting summaries for different data types
- Creating percentage summaries
- Inserting Grand Totals
- Using the Group Sort Expert
3. Formatting
3.1. Using the Format Editor
3.2. Formatting String Fields
3.3. Formatting Number Fields
3.4. Formatting Date Fields
3.5. Adding Lines & Boxes
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4. Formatting
4.1. Using section expert features to format sections
4.2. Creating summary reports
5. Formulas & Functions
5.1. Formula basics including:
- Formula Components & Syntax
- Using the Formula Workshop
- Creating basic formulas
5.2. Modifying formulas
- Editing formulas
- Deleting formulas
5.3. Functions including:
- Basic Calculations using summary functions
String Manipulation
- Basic Date Functions
- Boolean Formulas
- Applying If Then Else formulas
- Using Nested if then else statements
5.4. Conditional formatting including:
- Using the Highlight Expert
- Formatting fields conditionally
6. Wizards
6.1. How to use the report wizards
6.2. Creating a cross tab report using the wizard
6.3. Creating a cross tab report in an existing report
6.4. Formatting cross tabs
7. Report Distribution
7.1. Exporting the report in various formats
7.2. Distributing the reports |
