Crystal Reports 2013 Designer 1 Workshop

COURSE OUTLINE:

Description This two day interactive workshop was designed for new users of Crystal Reports 2013. 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.

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

Course Content


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 RecordsChallenge 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 Statement

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 Wizar