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Duration: 2 Days

Crystal reports 9, 10, 11 or 2008 Introduction Level

 

MODULE 1 - INTRODUCTION

  • Basic Reporting
  • Defining the Purpose of the Report
  • Determining the Layout of the Report
  • Finding the Data
  • Organizing the Data for the Report

MODULE 2 - CREATING A SIMPLE REPORT

  • Starting the Crystal Reports Program
  • Starting New Reports
  • Choosing a Data Source
  • Main Components of the Design Window
  • 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 and Previewing the Report
  • Refreshing the Data
  • Getting Help

MODULE 3 - 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

MODULE 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

MODULE 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
  • 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

MODULE 6 - Combining Multiple Tables

  • Understanding Tables, Records, and Fields
  • Learning About Linking
  • Adding Multiple Tables to a Report

MODULE 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
  • Performing Simple Number Calculations
  • Manipulating Dates with Formulas
  • Creating Boolean (True/False) Formulas
  • Creating String Formulas
  • Using Bookmarks to Navigate Through Formulas

MODULE 8 - Conditional Formatting

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

MODULE 9 - 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