| |
| |
| |
| Crystal
Reports Introduction |
|
Overview
This workshop is designed for beginning users with little or no exposure
to Crystal Reports. The intent of the course is to familiarize the
students with the Crystal Reports environment and get them up and
reporting quickly. The workshop provides the basic steps for creating,
modifying, saving and viewing reports to more flexible tasks such
as basic formulas and the powerful automated features. |
| Length
- 2 Days
Class Time –
8:30 to 4:30
|
Prerequisites
Proficient knowledge of Windows environment is required. Familiarity
with relational database concepts (tables, fields and records) is
strongly recommended. |
Price
$995
|
COURSE
OUTLINE Before You
Begin
Defining the Purpose of the Report
Determining the Layout of the Report
Finding the Data
Organizing the Data for the Report Formatting
Features
Quick Formatting with the Report Style Expert
Formatting Objects
Drawing and Inserting Lines and Boxes
Inserting Graphics
Auto-Arranging the Report
Working with the Page Commands
Changing Page Orientation and Margins
Formatting Part or All of an Object
Working with Text Objects
Inserting Special Fields Selecting
Specific Records from the Database
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 Grouping
and Sorting Data for Summary Purposes
When and Why to Group Records
Creating new Groups
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
Sorting Records Within a Group
Summarizing Groups
Adding a Grand Total to Reports
Grouping Data in Date/Time Intervals
Calculating Percentages
Ordering Groups Based on Their Subtotals Using the Top N Expert
Combining Multiple Tables
Understanding Tables, Records, and Fields
Learning About Linking
Adding Multiple Tables to a Report Creating
and Using Formulas
Understanding Crystal Formula Syntax
Working with the Formula Editor
Performing Simple Number Calculations
Manipulating Dates with Formulas
Creating Boolean Formulas and String Formulas
Using Bookmarks to Navigate Through Formulas Conditional
Formatting
Using the Highlighting Expert
Setting Highlighting Priorities
Formatting Sections
Formatting Sections Conditionally
Conditionally Formatting Fields Creating
Summary Reports and Charts
Creating a Summary Report
Applying the Drill Down Feature
Applying the Drill Down Group Level
Producing, Editing and Formatting Charts
Applying Chart Templates
Using the General Chart Options
Modifying Individual Object in the Chart
Using Auto-Arrange Chart
Applying Chart Templates Exporting
Report Results Within Your Organization
Understanding Export Formats and Destinations
Using an HTML Format for Crystal Reports
Exporting to Windows Applications
Exporting to a Report Definition Format Setting
Default and Report Options
Setting the Default Layout for Design and Preview Views Using
the 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
Creating
an ODBC Data Source to Attach to a Database
Creating an ODBC Connection to Any Database OPTIONAL
The course includes extensive optional “challenge” exercises
for users who want to test their skills at a more advanced level.
|