Crystal Reports XI R1/R2: Report Design I - Fundamentals of Report Design

Course Overview

This two day course is designed to give delegates the comprehensive skills and in-depth knowledge to plan and create Crystal XI reports that will help them analyze and interpret information.

Delegates will find that this course is an in-depth approach to the entire report creation cycle from planning a report prototype to distributing a report. This course is suitable for delegates using BusinessObjects XI or XI R2

Audience

The target audience for this course is report designers, new to Crystal Reports, who are responsible for creating and distributing reports

Skills Gained

• Plan and create a report
• Format reports
• Represent data visually in a chart
• Apply formulas
• Distribute reports

Prerequisites

To be successful, delegates who attend this course must have working knowledge of:

• Windows conventions
• Basic database concepts

Course Outline

Planning a Report

• Defining database concepts
• Planning and developing a report prototype

Creating a Report

• Connecting to a data source
• Adding tables
• The design environment
• Inserting objects on a report
• Previewing and saving a report
• Positioning and sizing objects
• Formatting

Selecting Records

• Defining the Select Expert
• Determining the record selection criteria
• Defining saved and refreshed data
• Applying record selection
• Applying additional record selection criteria
• Modifying record selection
• Applying time-based record selection

Organizing Data on a Report

• Sorting records
• Grouping records
• Summarsing data

Formatting a Report

• Adding graphical elements
• Combining text objects with database fields
• Applying specialized formatting
• Inserting fields with pre-built functions

Applying Section Formatting

• Formatting sections
• Creating a summary report

Creating Basic Formulas

• Defining formulas
• Creating formulas
• Applying Boolean formulas
• Applying If-Then-Else formulas
• Applying date calculations
• Applying number calculations

Applying Conditional Reporting

• Determining trends in data
• Formatting data conditionally

Representing Data Visually

• Creating a chart

Distributing a Report

• Exporting a report
• Saving a report to BusinessObjects Enterprise

Crystal Reports XI R1/R2: Report Design I - Fundamentals of Report Design / RD110