Course Content
Refresher Exercise
- Review of Planning a Report
- Creating the Report
- Placing Fields on the Report
- Creating the Formulas
- Advanced Grouping
- Selecting Certain Records
- Helpful Hints for Formatting the Report
- Adding and Working with Text Objects
- Hiding and Suppressing Sections
- Guidelines
Power Formatting with Multiple Sections
- Using Multiple Sections in Reports
- Using the Section Expert to Work with Sections
- Conditionally Formatting Multiple Sections
- Advanced Drill Down Group Level
- Challenge Exercise – Formatting with Multiple Sections
- Challenge Exercise – Conditionally Formatting Multiple Sections
Using the Running Totals Feature
- Understanding Running Totals
- Creating Running Totals for a List of Numbers
- Conditional Running Totals
- Challenge Exercise – Creating Running Totals
- Challenge Exercise – Creating a Conditional Running Total
Prompting with Parameters
- Parameter Field Considerations
- Creating a Parameter Field
- Using a Parameter to Select Records
- Using a Parameter Field
- Creating a Dynamic Value List for Parameter Values
- Importing a Pick ListAdding
- Parameter Values to Text Objects
- Allowing Multiple Values in Parameters
- Using Multiple Parameter Fields in Reports
- Specifying and Limiting a Range for a Parameter
- Using Parameters in Conditional Formatting
- Using an Edit Mask to Limit String Parameters
- Sorting with a Parameter
- Using a parameter to set N in a Top N Report
- Cascading Parameters
- Challenge Exercise – Using Parameters
Using Advanced Formula Features
- Understanding How Crystal Reports Processes the Data
- What Is a Pass?
- Using Evaluation Time Functions
- Working with Variables
- Declaring a Variable
- Assigning a Value to a Variable
- Using a Variable in a Formula
- Variable Scope
- Separating Statements in Complex Formulas
- Working with Arrays
- Challenge Exercise – Understand and Set Up the YTD Comparison Report
- Challenge Exercise – Declare Variables and Conditionally Assign Values to Them
Using Sub reporting as a Workaround Solution
- Understanding Sub reports
- Unlinked versus Linked Subreports
- Creating an Unlinked Sub report
- Linking a Subreport
- Database Links versus Subreports in One-to-Many Situations
- Creating On-Demand Subreports
- Creating Hyperlinks
- Using Subreports to Link “Unlinkable” Data
- Challenge Exercise – Creating Reports with Linked Subreports
Creating Powerful Groups
- Using the Group Expert
- Using a Field Name to Customize the Group Name
- Using a Formula to Customize the Group Name Field
- Creating Custom Groups
- Grouping on a Formula Field
- Using Group Selection to Filter the Records in the Report
- Grouping Hierarchically
- Create Customized Grouping
- Brain Teaser – Using Group Selection
- Challenge Exercise – Creating a Group Using a Formula
Working with Cross-Tab Report
- Understanding How Cross-Tabs Affect Your Data
- Creating a Cross-Tab Report
- Creating a Cross- Tab with Multiple Rows or Columns
- Applying a Formatting Style to the Cross-Tab
- Customizing the Cross-Tab Format
- Changing Background Colors
- Formatting Individual Cells
- Changing the Summary Operation
- Suppressing Rows, Columns or Totals
- Repeating Row Heading for Multi-Page Cross-Tabs
- Using Alias Names for Column and Row Headings
- Charting Cross-Tabs
- Challenge Exercise – Cross-Tab Reports
Report Alerts
- What are Report Alerts
- Creating Report Alerts
- Challenge Exercise – Using Report Alerts with Parameter
Report Templates
- What is a Report template
- Standard Report Creation Wizard and Templates
- The Template Expert
- Applying a Template and the consequences
- Template Considerations
- Creating Your Own Templates
- Inserting Template Fields
- Formatting Template Fields
- Giving Template Fields a Value
