Crystal Reports 2013 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

 

1. 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
Autosaving the Report
Previewing the Report
Refreshing the Data
Using the Status Bar
Getting Help

2. 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

3. Selecting Specific Records from the Database
Filter Types of   the Select Expert
Database Filtering with the Select Expert
Selecting Records with Multiple Criteria
Viewing and Editing the Select Formula
Case Sensitive vs. Case Insensitive
Record Selection Formula Templates

4. 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 Preview Panel
Using the Group
Tree to Navigate the
Report
Reordering Groups
Sorting Records within a Group
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

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

6. 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

7. Conditional Formatting
Formatting Sections
Formatting Sections Conditionally
Conditionally Formatting Fields

8. 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
the Chart Options
Modifying Individual Objects in the
Chart
Applying Chart Templates

9. Exporting Your Reports
Understanding Export Formats and
Destinations
Using the PDF
Format for Crystal
Reports
HTML Preview
Exporting to Windows Applications
Exporting to a Report Definition Format

10. 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 B
ox
The Template Dialog Box

11. 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
Resolv
ing Data Mismatches

12. Appendix B – 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

13. Appendix C – Setting Default and Report Options
Setting the Default Layout for Design and Preview Views
Why Should You Pre-qualify Yourself for the Designer 2 Workshop?
Pre-qualification Exercise

14. Appendix D – Pre-Qualification Testfor Designer 2 Workshop
Why should you Pre-qualify yourself forthe Designer 2 Workshop?
Pre-qualification Exercise

15. Appendix E – The Northwind 2008 Database

16.  Appendix F – Installation and System Requirements
Installing the Application
Minimum Installation Requirements

17. Appendix G: Function and Operator Locations

18. Appendix H: Setup Instructions for Crystal Reports 2013
Crystal Reports 2013 Application
installation instructions
Installing Required Class Files

19. Appendix I: Glossary

 

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