Crystal Reports Level 1
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Course Overview
  This two day interactive workshop was designed for new users of Crystal Reports 9.0, 10 , XI or 2008. 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.

This course is suited for those using Crystal Reports 9.0, 10, XI and 2008. The course will be taught using Crystal Reports XI.

Objectives
  

This Course Includes:
  Sixty days of access to Post Class Support for instant help regarding the topics and tasks covered in your class. Post Class Support provides you with 24/7 support from certified experts via chat, phone and multimedia, including live demonstration, collaborative learning and step-by-step instruction.

Audience
  New Crystal users.


Prerequisites
  Working knowledge of Windows 2000 or XP environment is required. Familiarity with relational database concepts (tables, fields and records) is strongly recommended.

Course Number
  NHCRYL1

Course Length
  2 Days

Course Price
  $1,100.00

Category
  2

Topics
  Basic Reports
Lesson 1: Before you Begin
  • Defining the Purpose of the Report
  • Determining the Layout of the Report
  • Finding the Data
  • Organizing the Data for the Report

Lesson 2: 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
  • Auto-saving the Report
  • Previewing the Report
  • Refreshing the Data
  • Getting Help
  • Challenge Exercise - Creating a Basic Report

Lesson 3: Formatting Features
  • Quick Formatting with the Template Expert
  • Using the Format Painter
  • Formatting Objects
  • Inserting Lines and Boxes
  • Drawing a Line
  • Drawing a Box
  • Inserting Graphics
  • Working with the Page Commands
  • Changing Page Orientation
  • Changing Margins
  • Working with Text Objects
  • Adding Fields into a Text Object
  • Inserting Special Fields

Lesson 4: Selecting Specific Records from the Database
  • 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
  • Challenge Exercise - Selecting Specific Records
  • Challenge Exercise - Selecting a Range of Values

Lesson 5: Grouping and Sorting Data for Summary Purposes
  • 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 Group Tree to Navigate the Report
  • Recording Groups
  • Summarizing Groups
  • Additional Summary Options
  • Groping Data in Date/Tim Intervals
  • Calculating Percentages
  • Ordering Groups Based on Their Subtotals Using the Group Sort Expert
  • Challenge Exercise - Grouping, Sorting, Summarizing
  • Challenge Exercise - Calculating Percentages

Adding Flexibility to Reports
Lesson 6: Combining Multiple Tables
  • Understanding Tables, Records, and Fields
  • Learning About Linking
  • Adding Multiple Tables to a Report
  • Challenge Exercise - Using the Database Expert to Link Table

Lesson 7: Creating and Using 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 - Doing Calculations
  • Challenge Exercise - Subtracting Dates
  • Challenge Exercise - Using Nested If Statements

Lesson 8: Conditional Formatting
  • The Highlighting Expert
  • Setting Highlighting Priorities
  • Formatting Sections
  • Formatting Sections Conditionally
  • Formatting Fields
  • Challenge Exercise - Section Formatting and Conditional Formatting

Lesson 9: Creating Summary Reports and Charts
  • Creating a Summary Report
  • Applying the Drill Down Feature
  • Applying the DrillDowGroupLevel
  • Producing Charts
  • Editing Charts
  • Formatting Charts
  • Using the General Chart Options
  • Modifying Individual Objects in the Chart
  • Using Auto-Arrange Chart
  • Applying Chart Templates
  • Challenge Exercise - Creating a Summary Report
  • Challenge Exercise - Charting

Lesson 10: Exporting Report Results Within Your Organization
  • Understanding Export Formats and Destinations
  • Using an HTML Format for Crystal Reports
  • Exporting to Windows Applications
  • Exporting to a Report Definition Format

Lesson 11: Setting Default and Report Options
  • Setting the Default Layout for Design and Preview Views

Lesson 12: Using the Report Wizards
  • What are the Report Wizards?
  • Create a Report Using the Standard Report Creation Wizard