Crystal Reports XI Designer 1 Workshop Training

Answers to Popular Questions:

 
Yes, this class can be tailored to meet your specific training needs.
Yes, we provide Crystal Reports consulting services.
Yes, group discounts are provided.

Course Description

 
This two-day, interactive workshop was designed for new users of Crystal Reports XI. 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.
Course Length: 2 Days
Course Tuition: $790 (US)

Prerequisites

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

Course Outline

 

Before You Begin
Defining the Purpose of the Report
Determining the Layout of the Report
Finding the Data
Organizing the Data for the Report
The Workbench

Creating a Simple Report
Starting the Crystal Reports Program
Starting a New Report
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
Autosaving the Report
Previewing the Report
Refreshing the Data
Getting Help

Formatting Features
Quick Formatting with the Template Expert
Formatting Objects
Format Painter
Inserting Lines and Boxes
Drawing a Line
Drawing a Box
Inserting Graphics
Working with the Page Commands
Working with Text Objects
Adding Fields into a Text Object
Formatting Part or All of an Object
Inserting Special Fields

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

Grouping and Sorting Data
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
Reordering Groups
Sorting Records within a Group
Summarizing Groups
Additional Summary Options
Grouping Data in Date/Time Intervals
Calculating Percentages
Ordering Groups Based on Their Subtotals Using the Group Sort Expert

Combining Multiple Tables
Understanding Tables, Records, and Fields
Learning about Linking
Adding Multiple Tables to a Report

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 
 Conditional Formatting
The Highlighting Expert
Setting Highlighting Priorities
Formatting Sections
Formatting Sections Conditionally
Conditionally Formatting Fields

Creating Summary Reports and Charts
Creating a Summary Report
Applying the Drill Down Feature
Applying the DrillDownGroupLevel
Producing Charts
Editing Charts
Formatting Charts
Using the Chart Options
Modifying Individual Objects in the Chart
Using Auto-Arrange Chart
Applying Chart Templates

Exporting Your Reports Within Your Organization
Understanding Export Formats and Destinations
Using an HTML Format for Crystal Reports
HTML Preview
Exporting to Windows Applications
Exporting to a Report Definition Format

Setting Default and Report Options
Setting the Default Layout for Design and Preview Views

Using the 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 Group Sorting Dialog Box
The Chart Dialog Box
The Record Selection Dialog Box
The Template Dialog Box

Appendix A: Mapping
Understanding Maps
Map Layouts
Map Types
Formatting the Map
Drilling Down on Maps
Advanced Formatting of Maps
Changing the Geographic Map
Using the Map Navigator
Changing Map Layers
Resolving Data Mismatches

Appendix B: Creating an ODBC Connection to Any DatabaseAppendix C: Pre-Qualification Text for Designer 2 Workshop
Why Should You Pre-qualify Yourself for the Designer 2 Workshop?
Pre-qualification Exercise

Appendix D: The Xtreme Sample Database 11Appendix E: Installation and System Requirements
Installing the Application
Minimum Installation Requirements

Appendix F: Function and Operator Locations
 

Course Directory [training on all levels]

Upcoming Classes