Comprehensive Crystal Reports XI Training

Delivery Options

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

Class Description

Class Overview

Class 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

Class 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

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.

Technical Requirements

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

• Onsite and Instructor-led Online course technical requirements and setup instructions.
• WebEx system requirements for Instructor-led Online delivery option.