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Course Info Minimize

CR1 - Crystal Reports 10 - Level 1

Categories Reporting Training, Crystal Reports Training
Duration 2 days (14 hours)
Pre-requisites

WXP1 - Microsoft Windows XP Introduction or equivalent knowledge. Students should also have a basic understanding of database concepts.

Courseware CR1-FP-01 (100 pages)
Price $790
Notes

This is the first course in the Crystal Reports 10 series. In this course, you will build basic list and group reports that work with almost any database.

You should take our Crystal Reports 10: Level 1 training course if your job responsibilities require you to obtain output from databases. Upon successful completion of this course, students will be able to Create a report by using data from an existing database, locate and present data in a specified order, create groups to summarize report data, build formulas to add non-database data to a report and display data differently, format reports, enhance reports by adding and modifying elements in a report, create single data series charts and distribute report data to other users.

"[The instructor was] Very Good. Extremely knowledgable and helpful. I would recommend this course. I plan to take the advance class.." -- Paul I. from San Diego, CA


Before You Begin
      Defining the Purpose of the Report
      Determining the Layout of the Report
      Finding the Data
      Organizing the Data for the Report
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
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
      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
      Challenge Exercise - Selecting Specific Records
      Challenge Exercise - Selecting a Range of Values
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
      Summarizing Groups
      Additional Summary Options
      Grouping Data in Date/Time Intervals
      Calculating Percentages
      Ordering Groups Based on Their Subtotals Using the Group Sort Expert
      Challenge Exercise - Grouping, Sorting, Summarizing
      Challenge Exercise - Calculating Percentages
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 Tables
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
Conditional Formatting
      The Highlighting Expert
      Formatting Sections Conditionally
      Challenge Exercise - Section Formatting and Conditional Formatting
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 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
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
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
      Challenge Exercise - Create a Report Using a Report Wizard
      Adding Flexibility to Reports
APPENDIX A - Mapping
      Understanding Maps
      Map Layouts
      Map Types
      Formatting the Map
      Drilling Down on Maps
      Using the Analyzer Tab for Advanced Mapping
      Changing the Geographic Map
      Using the Map Navigator
      Changing Map Layers
      Resolving Data Mismatches
APPENDIX B - Creating an ODBC Data Source to Attach to a Database
      Creating an ODBC Data Source to Attach to a Database
      Creating an ODBC Connection to Any Database
APPENDIX D - The Xtreme Sample Database
      A relational diagram of tables existing the Xtreme Sample Database provided on the Crystal Reports Installation CD
APPENDIX E - Installation and System Requirements
      Review the necessary hardware and operating system requirements to make Crystal Reports operate correctly
APPENDIX F - Function and Operator Locations
      A complete listing of all the available Formula Functions and an explanation of the new Custom Functions
APPENDIX G - Glossary
      A complete glossary of terms used throughout the book

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