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Crystal Reports - Basic Skills




AUDIENCE:   This course is for all delegates wishing to learn the basic skills of Crystal Reports. The course can be delivered at all versions from 9,10, XI and CR2008

PREREQUISITES:   No previous knowledge of Crystal Reports is required, however computing fundamentals, keyboard and mouse skills are assumed.

DURATION:   2 days. Hands on.

OBJECTIVES:   On completion of the course delegates will be able to:
- Create basic reports.
- Select and sort records using the Select Expert.
- Use Grouping and Summarising options.
- Use the Report Expert.
- Create graphs using the Chart Expert.
- Use Linking.
- Use Conditional Formatting.
- Format using Highlighting Expert
- Use Multiple Sections.
- Create and use Formulas.
- Format sections.
- Export reports into other Applications including MS Office.

COURSE CONTENT:  

Overview
Examine the application's capabilities
Think about the steps necessary to create reports
Review reports and databases to be used in class
Modify the program default settings
Use help

Creating Basic Reports
Identify the sections of the report
Create a new report
View your report as it will print
Format your report by changing the size and position of the fields
Enhance your report by adding a report title and changing the font attributes of your labels
Add page numbers and other document information as well as a company logo or other graphics in your report
Save your report

Sorting and Selecting Records
Sort records
Use the Select Expert to limit records
Add an additional selection criterion using the "And" statement
Modify composite formulas and the selection criteria statement

Grouping and Summarizing
Define a single level group
Define a multiple level group
Modify grouping options
Insert subtotals and grand totals
Insert summary fields
Insert percent of the total fields
Insert grand total summary fields

Using the Report Expert
Create new reports using the Standard Report Expert
Create new reports using the Mailing Labels Report Expert
Edit a report created using an Expert

Linking
Understand relational database basic concepts
Create links using the Visual Linking Expert
Examine Link Options
Look at the difference between PC and SQL links

Creating Formulas
Understand Formula Components
Create new formulas using the Formula Editor
Make changes to formulas
Create and use String formulas
Create and use Date functions
Work with summary formulas
Create and use If-Then-Else functions

Formatting Sections
Review sections
Resize sections in Design view
Use the Section Expert
Create Summary and Drill Down reports

Multiple Sections
Insert and delete sections
Move sections
Split sections
Work with multiple sections and conditional formats

Distributing Data
Identify exporting options
Export a report into office suite applications
Create a report using spreadsheet data
Discuss Web browser options to view reports on-line

Conditional Formatting
Understand the difference between absolute and conditional formatting
Apply and remove conditional on/off formatting
Assign conditional attribute formatting
Use the Highlighting Expert
Remove conditional formatting

Graphing
Discuss chart types and layout options
Use the Chart Expert
Format existing graphs


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© 2007 Verhoef Training, Ltd.

Course Information

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