Crystal Reports Level 1

Crystal Reports Level 1 Course Overview

Course Prerequisites

• • To ensure your success on this Crystal Reports introduction course, we recommend that you attend a Windows course or have equivalent knowledge.

Course Objectives

• • Plan the needs for your Crystal Report including data as well as appearance.
  • Become familiar with components of the Crystal Reports application window.
  • Create reports based directly on database information, use a report expert or create a copy of an existing report.
  • Add, modify and remove Crystal Reports objects such as data fields, text objects, file information, graphics or decorative lines and boxes.
  • Format the appearance of your Crystal Report using font, colour, border and number choices.
  • Change the selection criteria and sort order of your data in Crystal Reports.
  • Create subtotals, grand totals and summaries for your report data.
  • Create, edit and delete formulas. Understand the formula language in Crystal Reports.
  • Understand Crystal Reports linking concepts then create and modify your own links.
  • Identify and control the sections in Crystal Reports.
  • Distribute your Crystal Reports to those who need the information through a variety of methods.

Included with this course

• • Lunch and refreshments when training is delivered at our training venues
  • Comprehensive course materials and exercises

Crystal Reports Level 1 Course Content

• Overview of Crystal Reports

  Modifying the default settings and using help in Crystal Reports
  Reviewing reports and databases to be used in class
  The steps necessary to create reports
  Examining the capabilities of Crystal Reports

• Creating Simple Crystal Reports

  Saving and refreshing your report
  Adding drawings and images / company logos etc to your Crystal reports.
  Adding special fields such as page numbers and other document information to your Crystal Report
  Using the format editor to enhance a Crystal report
  Formatting a report by changing the size and position of the fields
  Viewing a Crystal report as it will print
  Creating a new Crystal report
  Identifying the sections of a report

• Sorting and Selecting Records in Crystal Reports

  Modifying composite formulas and the selection criteria statement in Crystal Reports
  Adding an additional selection criterion using the ';And'; / ';Or'; statement
  Using the Select Expert to limit Crystal Reports records using single or multiple criteria
  Sorting Crystal Reports records using single or multiple criteria

• Grouping and Summarizing in Crystal Reports

  Using Top N/Sort Group Expert in your Crystal Reports
  Inserting grand total summary fields
  Inserting percent of the total fields
  Inserting summary fields
  Inserting subtotals and grand totals
  Modifying grouping options
  Defining a Crystal Reports multiple level group
  Defining a Crystal Reports single level group

• Crystal Reports Parameter Fields

  Creating pick lists for use with parameter fields
  Creating Crystal Reports parameter fields - to select records
  Creating Crystal Reports parameter fields - free text entry
  Creating and utilising Crystal Reports parameter fields

• Using the Report Expert

  Editing a Crystal report created using an expert
  Creating new Crystal reports using the cross tab expert
  Creating new Crystal reports using the standard report expert

• Linking

  Creating, examining and modifying links using the visual linking expert
  Using multiple tables in a single Crystal report correctly
  Understanding relational database basic concepts

• Creating Formulas

  Creating and using If-Then-Else formulas and functions
  Creating and using arrays in formulas and functions
  Creating and using date formulas and functions
  Creating and using numeric formulas and functions
  Creating and using string formulas and functions
  Making changes to formulas
  Creating new formulas using the Crystal Reports formula editor
  Understanding formula components

• Formatting Crystal Reports Sections

  Creating summary and drill down Crystal reports
  Using the Crystal Reports section expert
  Resizing Crystal Reports sections in design view
  Reviewing Crystal Reports sections

• Distributing / Exporting Crystal Reports Data

  Web browser options to view Crystal reports on-line
  Creating a Crystal report using spreadsheet data
  Exporting a Crystal report into office suite applications
  Identifying exporting options