Crystal Reports 2011 Designer Workshop - Part I

Course:  CR01
Duration:  2 Days
Level:  I
Course Summary

This 2-day, interactive workshop was designed for new users of Crystal Reports?? XI. Some of the topics covered include a review of the software features, report design, and the creation of presentation quality reports. The course incorporates a number of hands-on exercises to reinforce the learning process.

We can also provide a version of this course limited to features in earlier versions of Crystal Reports.

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Topics Covered In This Course

Before You Begin

  • Defining the Purpose of the Report
  • Determining the Layout of the Report
  • Finding the Data
  • Organizing the Data for the Report
  • The Workbench

Creating a Simple Report

  • Starting the Crystal Reports Program
  • Starting a New Report
  • 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
  • Autosaving the Report
  • Previewing the Report
  • Refreshing the Data
  • Getting Help

Formatting Features

  • Quick Formatting with the Template Expert
  • Formatting Objects
  • Format Painter
  • Inserting Lines and Boxes
  • Drawing a Line
  • Drawing a Box
  • Inserting Graphics
  • Working with the Page Commands
  • Working with Text Objects
  • Adding Fields into a Text Object
  • Formatting Part or All of an Object
  • 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

  • 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
  • Sorting Records within a Group
  • Summarizing Groups
  • Additional Summary Options
  • Grouping Data in Date/Time Intervals
  • Calculating Percentages
  • Ordering Groups Based on Their
  • Subtotals Using the Group Sort
  • 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 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

Conditional Formatting

  • 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 DrillDownGroupLevel
  • Producing Charts
  • Editing Charts
  • Formatting Charts
  • Using the Chart Options
  • Modifying Individual Objects in the
  • Chart
  • Using Auto-Arrange Chart
  • Applying Chart Templates

Exporting Your Reports Within Your

  • Organization
  • Understanding Export Formats and
  • Destinations
  • Using an HTML Format for Crystal
  • Reports
Who Should Take This Course

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

Recommended Prerequisites

Working knowledge of Windows 2000 or XP environment is required. Familiarity with relational database concepts (tables, fields, and records) is strongly recommended.

Training Style

Instructor led, combining short lectures with hands-on workshops.

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Related Courses
Code Course Title Duration Level
Crystal Reports 2011 Designer Workshop - Part II
2 Days

Every student attending a Verhoef Training class will receive a certificate good for $100 toward their next public class taken within a year.

You can also buy "Verhoef Vouchers" to get a discounted rate for a single student in any of our public or web-based classes. Contact your account manager or our sales office for details.

Schedule For This Course
There are currently no public sessions scheduled for this course. We can schedule a private class for your organization just a couple of weeks from now. Or we can let you know the next time we do schedule a public session.
Notify me the next time this course is confirmed!
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