CR9-2 - Crystal Reports 9.0 Level 2
Crystal Reports 9.0 Level 2 is designed to help students create complex reports and data sources using Crystal's tools. In this course, students will not only learn to create more sophisticated reports like subreports and cross-tabs, but will also learn to increase the speed and efficiency of reports by using SQL queries and dictionaries. Upon successful completion of this course, students will be able to create running totals in a report; build cross-tabs in reports; add subreports to a report; improve processing speed in reports; build a dictionary; chart single and multiple data series; and report from Excel data.
Power Formattting and Formulas Refresher Exercise
Review of Planning a Report
Creating the Report
Placing Fields on the Report
Creating the Formulas
Advanced Grouping
Selecting Certain Records
Helpful Hints for Formatting the Report
Adding and Working with Text Objects
Hiding and Suppressing Sections
Guidelines
Power Formatting with Multiple Sections
Using Multiple Sections in Reports
Using the Section Expert to Work with Sections
Conditionally Formatting Multiple Sections
Advanced Drill Down Group Level
Challenge Exercise - Formatting with Multiple Sections
Challenge Exercise - Conditionally Formatting Multiple Sections Using the Running Totals Feature
Understanding Running Totals
Creating Running Totals for a List of Numbers
Conditional Running Totals
Callenge Exercise - Creating Running Totals
Challenge Exercise - Creating a Conditional Running Total
Prompting with Parameters
Parameter Field Considerations
Creating a Parameter Field
Using a Parameter to Select Records
Using a Parameter Field
Creating a Pick List for Parameter Values
Importing a Pick List
Adding Parameter Values to Text Objects
Allowing Multiple Values in Parameters
Using Multiple Parameter Fields in Reports
Specifying and Limiting a Range for a Parameter
Limiting the Range for a Parameter
Using Parameters in Conditional Formatting
Using an Edit Mask to Limit String Parameters
Sorting with a Parameter
Challenge Exercise - Using Parameters
Using Advanced Formula Features
Understanding How Crystal Reports Processes the Data
What Is a Pass?
Using Evaluation Time Functions
Working with Variables
Declaring a Variable
Assigning a Value to a Variable
Using a Variable in a Formula
Using Power Tools to Create Advanced Reports
Using Subreporting as a Workaround Solution
Understanding Subreports
Unlinked versus Linked Subreports
Creating an Unlinked Subreport
Linking a Subreport
Database Links versus Subreports in One-to-Many Situations
Creating On-Demand Subreports
Creating Hyperlinks
Using Subreports to Link "Unlinkable" Data
Challenge Exercise - Creating Reports with Linked Subreports
Creating Powerful Groups
Using the Group Expert
Using a Field Name to Customize the Group Name
Using a Formula to Customize the Group Name Field
Creating Custom Groups
Grouping on a Formula Field
Using Group Selection to Filter the Records in the Report
Grouping Hierarchically
Create Customized Grouping
Brain Teaser - Using Group Selection
Challenge Exercise - Creating a Group Using a Formula
Using Advanced Formula Features
Variable Scope
Separating Statements in Complex Formulas
Working with Arrays
Challenge Exercise - Understand and Set Up the YTD Comparison Report
Challenge Exercise - Declare Variables and Conditionally Assign Values to Them
Working with Cross-Tab Reports
Understanding How Cross-Tabs Affect Your Data
Creating a Cross-Tab Report
Creating a Cross-Tab with Multiple Rows or Columns
Applying a Formatting Style to the Cross-Tab
Customizing the Cross-Tab Format
Changing Background Colors
Formatting Individua l Cells
Changing the Summary Operation
Suppressing Rows, Columns or Totals
Repeating Row Heading for Multi-Page Cross-Tabs
Using Alias Names for Column and Row Headings
Charting Cross-Tabs
Challenge Exercise - Cross-Tab Reports
The Repository
Understand ing the Repository
Getting to know the Crystal Repository
Creating your own Repository
Repository and Text Objects/Images
Repository and SQL Commands
Repository and Custom Functions
Challenge Exercise - Creating a Report using the Crystal Repository
Report Templates
Understanding Report Templates
Applying Report Templates
Creating your own Report Template
Rules for Report Templates
Challenge Exercise - Creating a Report Template and Applying it
Introduction to Custom Functions
Understanding Custom Functions
Using a Custom Function
Basic modification of a Custom Function
Sharing a Custom Function
Advanced Formula Syntax
Select Case Statement
For Loop
While Do loop
Join and Split
Challenge Exercise - Using the above syntax in a report
Appendix A - Creating Report Alerts
What are Report Alerts
Creating Report Alerts
Challenge Exercise - Using Report Alerts with Parameter
Appendix B - Running Reports Efficiently
Understanding What Crystal Can Pass to the Database and How That Affects Report Performance
Strategies for Efficient Report Performance
Interpreting the SQL Query
Using an SQL Statement to Make a Report More Efficient
Using the Switch Function to Pass a Conditional Statement to the Database
Crystal Reports, Data Access and SQL
What is SQL
Direct Database Driver
ODBC
OLE DB
Viewing the SQL
SQL Commands
Creating a SQL Command
Adding a Parameter to the Command
Creating a Report from a SQL Command
SQL Expressions
Creating a SQL Expression
Advanced Database Concepts
Using the Database Expert
Adding and Removing Databases from the Report
Remapping Database Fields
Set Database Location
Using the Map Fields Dialog Box to Remap Fields
Adding Tables to a Report Multiple Times
Changing the Join Type for a Link
Appendix B - Running Reports Efficiently
Challenge Exercise - Using a Switch Function to Push Conditional Selection to the Database
Appendix C - Using the Excel and Access Add-Ins
Understanding the Crystal Reports Add-Ins
Installing the Microsoft Excel Add-In
Installing the Microsoft Access Add-In
Creating a Report in Excel
Creating a Report in Access
Appendix D - Custom Functions in the Crystal Repository
Date Custom Functions
Finance Custom Funtions
Format Functions
Geographic
Math
Function and Operator Locations
A complete listing of all the available Formula Functions and an expla nation of the new Custom Functions