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Crystal Reports 11 Level 1

Hours: 16

Short 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


Course Outline:


Lesson 1: Basic Reporting

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

Lesson 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

Lesson 3: 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

Lesson 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 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

Lesson 5: Combining Multiple Tables

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

Lesson 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

Lesson 7: Conditional Formatting

The Highlighting Expert
Setting Highlighting Priorities
Formatting Sections
Formatting Sections Conditionally

Lesson 8: Conditionally Formatting Fields

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

Lesson 9: Exporting Your Reports Within YourOrganization

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

Lesson 10: Setting Default and Report Options

Setting the Default Layout for Design and Preview Views

Lesson 11: Using the Report Wizards

What are the Report Wizards
Create
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