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Maxtrain.com - [email protected] - 513-322-8888 - 866-595-6863

CQ-CR-200

Crystal Reports 2013/2016 Designer Level 1

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Description

This two-day course covers the more complex and powerful features of Crystal Reports. Focus on the ability to perform tasks using the most efficient techniques.

Outline

Creating a Report

  • Starting the Crystal Reports Program
  • Starting a New Report
  • Choosing a Data Source
  • The Main Components of the Design Window
  • Exploring the Toolbars
  • Managing Resources with Explorers
  • Placing Fields on the Report
  • Selecting and Sizing Objects
  • Browsing Field Data
  • Moving and Aligning Objects
  • Using Guides and Guidelines to Move and Align Objects
  • Creating Text Objects
  • Saving the Report
  • Auto-saving the Report
  • Previewing the Report
  • Refreshing the Data
  • Using the Status Bar
  • Getting Help
  • Challenge Exercise - Creating a Basic Report

Formatting Features

  • Quick Formatting with the Template Expert
  • Using the Format Painter
  • Formatting Objects
  • Inserting Lines and Boxes
  • Inserting Graphics
  • Working with the Page Commands
  • Changing Page Orientation
  • Changing Margins
  • Working with Text Objects
  • Adding Fields into a Text Object
  • Formatting Part or All of an Object
  • Inserting Special Fields
  • Challenge Exercise – Formatting Features

Database Filters

  • 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
  • Challenge Exercise - Selecting Specific Records
  • Challenge Exercise - Selecting a Range of Values

Report Grouping

  • When and Why to Group Records
  • Creating a Group
  • 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
  • Using the Sort Control
  • Summarizing Groups
  • Additional Summary Options
  • Grouping Data in Date/Time Intervals
  • Calculating Percentages
  • Ordering Groups Based on Their Subtotals Using the Group Sort Expert
  • Challenge Exercise - Grouping, Sorting, Summarizing
  • Challenge Exercise - Calculating Percentages

 

Multiple Table Joins

  • Understanding Tables, Records, and Fields
  • Learning About Linking
  • Adding Multiple Tables to a Report
  • Challenge Exercise - Using the Database Expert to Link Tables

Creating Formulas

  • Understanding Crystal Formula Syntax without Being a Programmer
  • About the Formula Workshop
  • Using the Formula Workshop
  • Using the Formula Editor
  • The Formula Editor Toolbar
  • Performing Simple Number Calculations
  • Manipulating Dates with Formulas
  • Creating Boolean (True/False) Formulas
  • Creating String Formulas
  • Using Bookmarks to Navigate Through Formulas
  • Challenge Exercise - Creating String Formulas
  • Challenge
  • Exercise – Creating String Formulas
  • Challenge Exercise – Doing Calculations
  • Challenge Exercise – Subtracting Dates
  • Challenge Exercise – Using Nested If Statements

Conditional Formatting

  • Formatting Sections
  • Formatting Sections Conditionally
  • Conditionally Formatting Fields
  • Challenge Exercise - Section Formatting and Conditional Formatting

Summary Reports and Charts

  • Creating a Summary Report
  • Applying the Drill Down Feature
  • Applying the DrillDownGroupLevel
  • Producing Charts
  • Editing Charts
  • Formatting Charts
  • Using the Chart Options
  • Modifying Individual Objects in the Chart
  • Applying Chart Templates
  • Challenge Exercise - Creating a Summary Report
  • Challenge Exercise - Charting

Exporting Reports

  • Understanding Export Formats and Destinations
  • Using a PDF Format for Crystal Reports
  • Exporting to Windows Applications
  • Exporting to a Report Definition Format

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
  • Challenge Exercise - Create a Report Using a Report Wizard

PreRequisites

Working knowledge of Windows 7 or higher environment is required. Familiarity with relational database concepts (tables, fields and records) is strongly recommended.

 

Audience

Administrators, developers and end-users who need to create dynamic reports from varying data sources.

 

 

 

 

 

$900.00

2 Days Course

Class Dates

Request a Date or a Private Class below.


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