Comprehensive Crystal Reports 2008

Delivery Options

• Customized Onsite Training (4 days): Request a Proposal

Class Description

Class Overview

Class Goals

• Explore the Crystal Reports interface.
• Learn to create a basic report and modify it.
• Learn to format reports..
• Learn to filter reports.
• Learn to group report data.
• Learn to create reports from data in multiple tables.
• Learn to use formulas..
• Learn to use conditional formatting.
• Learn to create summary reports and charts.
• Learn to export reports to Excel and PDF.
• Learn to use Report Wizards.
• Review the basics.
• Learn to use Sections to improve formatting.
• Learn to keep running totals.
• Learn to work with parameters.
• Learn features of advanced formulas.
• Learn to create Sub reports.
• Learn to create and work with custom Groups.
• Learn to work with Cross Tab Reports.
• Learn to create Report Alerts.

Class Outline

1. Getting Acquainted with Crystal Reports
   1. Report Writing Process
   2. Opening Crystal Reports
   3. The Database Expert
   4. Review the Toolbars
      1. The Standard Toolbar
      2. The Formatting Toolbar
      3. The Insert Toolbar
      4. The Experts Toolbar
      5. The Navigation Toolbar
      6. The External Command Toolbar
   5. The Report Sections in the Design Tab
      1. Report Header
      2. Page Header
      3. Details
      4. Page Footer
      5. Report Footer
   6. The Field Explorer
   7. Preview the Report
   8. Adding Multiple Tables to Reports
2. Formatting Reports
   1. Formatting Fields
      1. The AdventureWorks Database
   2. The Format Painter
3. Working with Objects
   1. Text Objects
   2. Field Titles
   3. Using Fields in Text Objects
   4. Aligning and Sizing Objects
   5. The Section Expert
   6. Images
4. Filtering Reports
   1. Create a Filter Based on a Single Criterion
   2. Create a Filter for Multiple Selection Criteria
5. Sorting and Grouping Reports
   1. Using the Sort Expert
   2. Using the Group Expert
   3. Summarizing Records within Groups
6. Using Basic Formulas
   1. String Formulas
   2. Numeric Formulas
   3. Date/Time Formulas
   4. Running Totals
   5. Conditional Formulas
7. Advanced Formatting
   1. Using Multiple Sections
   2. Summary Reports
   3. Lines and Boxes
   4. The Highlighting Expert
8. Exporting and Distribution
   1. Exporting to Excel
   2. Exporting to PDF
   3. Exporting to Word
   4. Crystal Reports Viewer
   5. crystalreports.com
9. Crystal Reports Review
   1. Creating a Report
10. Using Parameters
    1. Creating Parameters
       1. Adding a Parameter Field
    2. Optional Parameters
       1. Making a Parameter Optional
    3. Using a List of Parameter Values
       1. Creating a Parameter Value List
    4. Dynamic List of Values
       1. Creating a Dynamic Value List
    5. Cascading List of Values
       1. Creating a Cascading Value List
    6. Multivalue Parameters
       1. Creating a Dynamic Value List
    7. Range Parameter
       1. Creating a Dynamic Value List
11. Using Subreports
    1. Unlinked Subreports
       1. Creating an Unlinked Subreport
    2. Linked Subreports
       1. Adding a Linked Subreport
12. Charts
    1. Adding a Chart to a Report
       1. Adding a Chart
13. Cross-Tabulation Reports
    1. Creating a Cross-Tab Report
       1. Creating a Cross-Tab Subreport
14. Advanced Techniques
    1. Special Fields
       1. Adding Special Fields to a Report
    2. Using the If Statement
       1. Using the If Statement
    3. Using the Select Case Statement
       1. Using the Select Case Statement
    4. Conditional Formatting
       1. Using Conditional Formatting
    5. Alternating Row Formatting
       1. Formatting Rows by Alternating the Colors
15. Report Alerts
    1. Using Report Alerts

Class Materials

Each student in our Live Online and our Onsite classes receives a comprehensive set of materials, including course notes and all the class examples.

Class Prerequisites

Experience in the following areas is required:

• Basic Computer Skills

Experience in the following areas would be beneficial:

• Familiarity with relational database concepts (tables, fields and records)

Technical Requirements

Our computer technical requirements and setup process is easy, with support just a click away.

• Onsite course technical requirements and setup instructions.

Potential Follow-on Classes

• Advanced Crystal Reports 2008 Training