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Crystal Reports XI

Course Overview


In the Crystal Crystal Reports XI Training course, Participants learn Retrieving Data and formatting output from databases. In this course, Participants will build basic list and group reports that work with almost any database.

Course Content


Introduction

  • Defining the Purpose of the Report
  • Determining the Layout of the Report
  • Finding the Data
  • Organizing the Data for the Report

Creating a Report

  • Starting the Crystal Reports Program
  • Starting a New Report
  • Choosing a Data Source
  • The Main Components of the Design Window
  • Exploring the Toolbars
  • Managing Resources with Explorers
  • Placing Fields on the Report
  • Selecting and Sizing Objects
  • Browsing Field Data Moving and Aligning Objects
  • Using Guides and Guidelines to Move and Align Objects
  • Creating Text Objects
  • Saving the Report
  • Auto-saving the Report
  • Previewing the Report
  • Refreshing the Data
  • Getting Help
  • Challenge Exercise – Creating a Basic Report

Formatting Features

  • Quick Formatting with the Template Expert
  • Using the Format Painter
  • Formatting Objects
  • Inserting Lines and Boxes
  • Drawing a Line
  • Drawing a Box
  • Inserting Graphics
  • Working with the Page Commands
  • Changing Page Orientation
  • Changing Margins
  • Working with Text Objects
  • Adding Fields into a Text Object
  • Formatting Part or All of an Object
  • Inserting Special Fields
  • Database Filters
  • 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
  • Challenge Exercise – Selecting Specific Records
  • Challenge Exercise – Selecting a Range of Values

Report Grouping

  • 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
  • Summarizing Groups
  • Additional Summary Options
  • Grouping Data in Date/Time Intervals
  • Calculating Percentages
  • Ordering Groups Based on Their Subtotals Using the Group Sort Expert
  • Challenge Exercise – Grouping, Sorting, Summarizing
  • Challenge Exercise – Calculating Percentages

Multiple Table Joins

  • Understanding Tables, Records and Fields
  • Learning About Linking
  • Adding Multiple Tables to a Report
  • Challenge Exercise – Using the Database Expert to Link Tables

Creating 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
  • Challenge Exercise – Creating String Formulas
  • Challenge Exercise – Doing Calculations
  • Challenge Exercise – Subtracting Dates
  • Challenge Exercise – Using Nested If Statements

Conditional Formatting

  • The Highlighting Expert
  • Setting Highlighting Priorities
  • Formatting Sections
  • Formatting Sections Conditionally Conditionally
  • Formatting Fields
  • Challenge Exercise – Section Formatting and Conditional Formatting

Summary Reports and Charts

  • Creating a Summary Report
  • Applying the Drill Down Feature
  • Applying the DrillDownGroupLevel
  • Producing Charts
  • Editing Charts
  • Formatting Charts
  • Using the General Chart Options
  • Modifying Individual Objects in the Chart
  • Using Auto-Arrange Chart
  • Applying Chart Templates
  • Challenge Exercise – Creating a Summary Report
  • Challenge Exercise – Charting

Exporting Reports

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

Default Options

  • Setting the Default Layout for Design and Preview Views

Report Wizards

  • What are the Report Wizards?
  • Create a Report Using the Standard Report Creation Wizard
  • 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
  • Challenge Exercise – Create a Report Using a Report Wizard

Customer Reviews


Thanks to Xpertised and the tutor who walked me through all the topics with Practical exposure which is helping me in my current project.
-Waseem

Course was quite helpful in terms of understanding of concepts and practicality. Its really a very friendly environment to learn. The timing were mutually chosen, as we both are working professional. I am quite satisfied with the course.
-Tanmoy

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