Description: This two-day instructor-led course is designed to give students the comprehensive skills and in-depth knowledge to plan and create reports that will help them analyze and interpret important information.
After completing the course, students will be able to:
- Plan a report
- Create a report
- Organize data on a report
- Format a report
- Create basic formulas
- Apply section formatting
- Apply conditional reporting
- Present data visually
- Distribute a report
Student Profile: This course is designed primarily for report designers, new to Crystal Reports, who are responsible for creating and distributing reports.
Prerequisites: To be successful, students who attend this course must have a working knowledge of:
- Microsoft Windows
- Microsoft Excel
- Relational databases, or is familiar with relational database concepts
- Microsoft Internet Explorer or Netscape Navigator
Duration: 2 days
Curriculum: Course topics include:
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Planning a Report
- Define database concepts
- Plan the layout & content of a report
- Develop a prototype of a report
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Selecting Records
- Define the Select Expert
- Determine the record selection criteria Define saved & refreshed data
- Apply record selection
- Apply additional record selection criteria
- Modify record selection
- Apply time-based record selection
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Creating a Report
- Connect to a data source
- Add tables
- Define the design environment
- Insert objects on a report
- Preview & save a report
- Position & size objects
- Format objects
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Organizing Data on a Report
- Sort records
- Group records
- Summarize data
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Applying Section Formatting
- Format sections
- Create a summary report
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Formatting a Report
- Add graphical elements
- Combine text objects with database fields
- Format individual elements of a text object
- Apply specialized formatting
- Insert fields with pre-built functions
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Representing Data Visually
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Distributing Reports
- Export a report
- Save a report to Crystal Enterprise
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Creating Basic Formulas
- Define a formula
- Create a formula
- Apply Boolean formulas
- Apply If-Then-Else formulas
- Apply data calculations
- Apply number calculations
- Apply string manipulation
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Apply Conditional Reporting
- Determine trends in data
- Format data conditionally
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