Crystal Reports: Level 1

Course Overview

This course is intended for professionals who are new to using Crystal Reports. This course provides the core foundation for creating basic reports through to advanced features of reporting.

Prerequisites

Before attending this course, students must have:

equivalent knowledge of Windows 95: Introduction, Windows 98: Introduction,Windows NT 4.0: Introduction.

Course Outline

Lesson 1: Overview

• Examining the Capabilities of Crystal Reports
• Planning Your Report
• Reviewing the Class Database Files and Report Types
• Modifying the Program Default Settings
• Using Help

Lesson 2: Creating Basic Reports

• Report Sections
• Generating a New Report
• Viewing Your Report
• Changing the Size and Position of Your Fields
• Formatting Your Report
• Adding the Finishing Touches to Your Report
• Saving Your Report

Lesson 3: Sorting and Selecting Data

• Using Sort Options
• Using the Select Expert
• Using Multiple Criteria in the Selection Formula
• Changing the Record Selection Formula

Lesson 4: Grouping and Summarizing

• Understanding Group Components
• Defining Multiple-level Groups
• Working with Grouping Options
• Inserting Subtotals and Grand Totals
• Working with Summary Fields
• Calculating the Percentage of the Group to the Grand Total Functions
• Using Grand Total Summary Function
• Using the Top N/Sort Group Expert

Lesson 5: Using the Report Expert

• Creating a New Report Using the Standard Report Expert
• Creating a New Report Using the Mail Label Report Expert

Lesson 6: Cross-tab Reports

• Using Cross-tab Reports
• Using the Cross-Tab Expert
• Working with Existing Cross-tabs
• Understand Cross-tab Layout Features
• Formatting Options

Lesson 7: Linking

• Understanding Relational Database Basics
• Using the Visual Linking Expert
• Understanding Link Options
• Understanding Link Options for PC and SQL Databases

Lesson 8: Creating Formulas

• Understanding Formula Components
• Using the Formula Editor to Create Formulas
• Modifying Your Formulas
• Using String Functions
• Using Date/Time Functions
• Using If-Then-Else Statements in Formulas
• Calculating Your Own Summary Fields

Lesson 9: Formatting Sections

• Reviewing Sections
• Resizing Sections in Design View
• Formatting Sections with the Section Expert
• Creating Summary and Drill-down Reports

Lesson 10: Distributing Data

• Exporting a Report to Another File Format
• Integrating Your Information with Office Suite Software
• Creating a Report from Excel Data
• Using Crystal Enterprise for Web Reporting