Introduction to Crystal Reports 2008 Training

Delivery Options

• Live Online Training - Public Class (2 days): $790.00 (Register)

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• Customized Onsite Training (2 days): Request a Proposal

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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.

Class Outline

1. Creating a Report
   1. Starting the Crystal Reports Program
   2. Starting a New Report
   3. Choosing a Data Source
   4. The Main Components of the Design Window
   5. Exploring the Toolbars
   6. Managing Resources with Explorers
   7. Placing Fields on the Report
   8. Selecting and Sizing Objects
   9. Browsing Field Data
   10. Moving and Aligning Objects
   11. Using Guides and Guidelines to Move and Align Objects
   12. Creating Text Objects
   13. Saving the Report
   14. Auto-saving the Report
   15. Previewing the Report
   16. Refreshing the Data
   17. Using the Status Bar
   18. Getting Help
   19. Challenge Exercise - Creating a Basic Report
2. Formatting Features
   1. Quick Formatting with the Template Expert
   2. Using the Format Painter
   3. Formatting Objects
   4. Inserting Lines and Boxes
   5. Inserting Graphics
   6. Working with the Page Commands
   7. Changing Page Orientation
   8. Changing Margins
   9. Working with Text Objects
   10. Adding Fields into a Text Object
   11. Formatting Part or All of an Object
   12. Inserting Special Fields
   13. Challenge Exercise - Formatting Features
3. Database Filters
   1. Filtering Data with the Select Expert
   2. Selecting Records with Multiple Criteria
   3. Viewing and Editing the Select Formula
   4. Case Sensitive vs. Case Insensitive
   5. Record Selection Formula Templates
   6. Challenge Exercise - Selecting Specific Records
   7. Challenge Exercise - Selecting a Range of Values
4. Report Grouping
   1. When and Why to Group Records
   2. Creating a Group
   3. Group and Sort Direction
   4. Customize Group Name Field
   5. Modifying Groups
   6. Creating Multiple Groups in a Report
   7. Using the Group Tree to Navigate the Report
   8. Reordering Groups
   9. Using the Sort Control
   10. Summarizing Groups
   11. Additional Summary Options
   12. Grouping Data in Date/Time Intervals
   13. Calculating Percentages
   14. Ordering Groups Based on Their Subtotals Using the Group Sort Expert
   15. Challenge Exercise - Grouping, Sorting, Summarizing
   16. Challenge Exercise - Calculating Percentages
5. Multiple Table Joins
   1. Understanding Tables, Records, and Fields
   2. Learning About Linking
   3. Adding Multiple Tables to a Report
   4. Challenge Exercise - Using the Database Expert to Link Tables
6. Creating Formulas
   1. Understanding Crystal Formula Syntax without Being a Programmer
   2. About the Formula Workshop
   3. Using the Formula Workshop
   4. Using the Formula Editor
   5. The Formula Editor Toolbar
   6. Performing Simple Number Calculations
   7. Manipulating Dates with Formulas
   8. Creating Boolean (True/False) Formulas
   9. Creating String Formulas
   10. Using Bookmarks to Navigate Through Formulas
   11. Challenge Exercise - Creating String Formulas Challenge
   12. Exercise - Creating String Formulas
   13. Challenge Exercise - Doing Calculations
   14. Challenge Exercise - Subtracting Dates
   15. Challenge Exercise - Using Nested If Statements
7. Conditional Formatting
   1. Formatting Sections
   2. Formatting Sections Conditionally
   3. Conditionally Formatting Fields
   4. Challenge Exercise - Section Formatting and Conditional Formatting
8. Summary Reports and Charts
   1. Creating a Summary Report
   2. Applying the Drill Down Feature
   3. Applying the DrillDownGroupLevel
   4. Producing Charts
   5. Editing Charts
   6. Formatting Charts
   7. Using the Chart Options
   8. Modifying Individual Objects in the Chart
   9. Applying Chart Templates
   10. Challenge Exercise - Creating a Summary Report
   11. Challenge Exercise - Charting
9. Exporting Reports
   1. Understanding Export Formats and Destinations
   2. Using a PDF Format for Crystal Reports
   3. Exporting to Windows Applications
   4. Exporting to a Report Definition Format
10. Report Wizards
    1. What are the Report Wizards?
    2. Create a Report Using the Standard Report Creation Wizard
    3. The Data Dialog Box
    4. The Fields Dialog Box
    5. The Grouping Dialog Box
    6. The Summaries Dialog Box
    7. The Group Sorting Dialog Box
    8. The Chart Dialog Box
    9. The Record Selection Dialog Box The Template Dialog Box
    10. Challenge Exercise - Create a Report Using a Report Wizard

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

Potential Follow-on Classes

• Intermediate Crystal Reports 2008 Training
• Advanced Crystal Reports 2008 Training