Comprehensive Crystal Reports XI Training (4 days)

Comprehensive Crystal Reports XI Training Overview

This Crystal Reports training course, students will learn to use Crystal Reports to build basic list and group reports that work with almost any database. The will also learn to create reports that include subreports, cross-tabs, advanced formulas, and charts based on more than one data series and to build tools to make it easier for other people to create reports.

Comprehensive Crystal Reports XI Training Course Goals

• Learn to create a report by using data from an existing database
• Learn to use a report to present specific data in the desired order
• Learn to create groups to summarize report data
• Learn to build formulas to calculate and display data
• Learn to format reports
• Learn to add and modify elements in a report
• Learn to create single data series charts
• Learn to distribute report data
• Learn to create running totals in a report
• Learn to build cross-tabs in your report
• Learn to add subreports to a report
• Learn to design a report that uses a drill-down
• Learn to improve processing speed in your reports
• Learn to chart single and multiple data series
• Learn to report from Excel data
• Learn to implement report prompts
• Learn to enhance report functionality

Comprehensive Crystal Reports XI Training Course Outline

1. Creating a Report
   1. Set Default Report Settings
   2. Specify Fields for a New Report
   3. Preview a Report
   4. Modify Field Display
   5. Add a Report Title
   6. Position Fields
   7. Add Fields from Other Tables
2. Displaying Specific Report Data
   1. Find Data
   2. Sort Data
   3. Filter Data by a Single Criterion
3. Grouping Report Data
   1. Insert a Group
   2. Add Summaries
   3. Format Summary Information
   4. Change Group Options
   5. Add a Second-Level Grouping
   6. Filter Records by Group
   7. Create a Top N Sort Group
4. Building Formulas
   1. Create a Formula
   2. Edit a Formula
   3. Combine Fields by Formula
   4. Delete a Formula
   5. Filter Data by Multiple Criteria
   6. Modify a Filter Using an OR Operator
   7. Create a Parameter Field
   8. Account for Null Fields in a Formula
5. Formatting Reports
   1. Remove White Space
   2. Insert Page Header/Footer Data
   3. Add Borders, Boxes, and Lines
   4. Change Field Background Color
   5. Change the Margins
6. Enhancing Reports
   1. Add a Watermark
   2. Insert Objects Using Object Linking and Embedding
   3. Modify Formatting Based on Data Value
   4. Suppress Report Sections
   5. Insert Hyperlinks
   6. Hide Blank Report Sections
7. Creating Pie Charts
   1. Create a Pie Chart with a Drill-Down
   2. Modify Chart Text
   3. Format a Chart
   4. Present a Chart by Group
8. Distributing Data
   1. Export to a PDF File
   2. Export to a Microsoft Excel File
   3. Export to an Access Database File
   4. Export a Report Definition
   5. Create Mailing Labels
9. Creating Running Totals
   1. Create a Running Total Field
   2. Modify a Running Total Field
   3. Create a Manual Running Total on Detail Data
   4. Create a Manual Running Total on Summary Data
10. Building Cross-tabs in Your Report
    1. Create a Cross-tab
    2. Create a Specified Group Order
    3. Filter a Cross-tab by Group
    4. Change the Cross-tab Format
    5. Conditionally Format Rows and Columns
    6. Keep Groups Together
11. Adding Subreports
    1. Insert a Subreport
    2. Link a Subreport to a Primary Report
    3. Edit a Subreport's Structure
    4. Format a Subreport Using the Format Editor
    5. Share Variables Between Subreports and Primary Reports
    6. Create an On-demand Subreport
12. Creating Drill-downs
    1. Create a Drill-down
    2. Create Separate Headings for Drill-down Data
13. Enhancing Report Processing by Writing SQL Statements
    1. Create a Report Using SQL Queries
    2. Summarize Report Data Using SQL Aggregate Functions
    3. Create Joins Using SQL
    4. Create Subqueries
    5. Create a SQL Expression Field
14. Charting Data
    1. Create a Bar Chart
    2. Modify a Chart
    3. Format a Chart
    4. Create a Chart Template
    5. Create a Top N Chart
    6. Create a Cross-tab Chart
15. Reporting on Excel Data with Crystal Reports
    1. Create a Report Based on Excel Data
    2. Modify a Report Generated from Excel Data
    3. Update Data in a Report Based on Excel Data
16. Working with Prompts
    1. Create a Static Prompt
    2. Create a Dynamic Prompt
17. Enhancing Report Functionality
    1. Group Data Hierarchically
    2. Create a Dynamic Image
    3. Create a Report Alert
    4. Create a Geographic Map

Comprehensive Crystal Reports XI Training Course Materials

In addition to a comprehensive set of materials, including course notes and all the programming examples, each student will also receive a one-year subscription to Webucator's online reference library, which contains hundreds of the most current electronic technology books - a $149.95 per student value.

Comprehensive Crystal Reports XI Training Technical Requirements

1. Crystal Reports XI
   • Download - If you don't own Crystal Reports, you can download the 30-day evaluation of the developer version. You'll need to fill out a form or two. After downloading it, install it and open the tool to make sure it is properly installed.
   • This class can also be taught on older versions of Crystal Reports.

Class Files for Comprehensive Crystal Reports XI Training

The class files for this course are included on a CD that is shipped with the manual.