Crystal Reports 2013/2016 Designer Level 1

Master the essential skills of Crystal Reports 2013/2016 with our hands-on, interactive workshop, perfect for administrators, developers, and end-users looking to create dynamic, presentation-quality reports from multiple data sources.

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Essential Skills Gained

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Design professional presentation-quality reports.

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Implement dynamic data sourcing and report creation.

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Format and customize report content effectively.

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Create summary reports and charts with advanced options.

Format

  • Instructor-led
  • 2 days with lectures and hands-on labs.

Audience

  • Administrators
  • Developers
  • End-users
  • Data Analysts

Description

This two-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.

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Upcoming Course Dates

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Course Outline

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Creating a Simple Report

  1. Starting the Crystal Reports Program

  2. Starting a New Report

  3. Choosing a Data Source

  4. The Main Components of the Design Window

  5. Exploring the Toolbars

  6. Managing Resources with Explorers

  7. Placing Fields on the Report

  8. Selecting and Sizing Objects

  9. Browsing Field Data

  10. Moving and Aligning Objects

  11. Using Guides and Guidelines to Move and Align Objects

  12. Creating Text Objects

  13. Saving the Report

  14. Autosaving the Report

  15. Previewing the Report

  16. Refreshing the Data

  17. Using the Status Bar

  18. Getting Help

Formatting Features

  1. Quick Formatting with the Template Expert

  2. Formatting Objects

  3. Format Painter

  4. Inserting Lines and Boxes

  5. Drawing a Line

  6. Drawing a Box

  7. Inserting Graphics

  8. Working with the Page Commands

  9. Working with Text Objects

  10. Adding Fields into a Text Object

  11. Formatting Part or All of an Object

  12. Inserting Special Fields

Selecting Specific Records from the Database

  1. Filter Types of the Select Expert

  2. Database Filtering with the Select Expert

  3. Selecting Records with Multiple Criteria

  4. Viewing and Editing the Select Formula

  5. Case Sensitive vs. Case Insensitive

  6. Record Selection Formula Templates

Grouping and Sorting Data

  1. When and Why to Group Records

  2. Creating a Group

  3. Group and Sort Direction

  4. Customize Group Name Field

  5. Modifying Groups

  6. Creating Multiple Groups in a Report

  7. Using the Preview Panel

  8. Using the Group Tree to Navigate the Report

  9. Reordering Groups

  10. Sorting Records within a Group

  11. Using the Sort Control

  12. Summarizing Groups

  13. Additional Summary Options

  14. Grouping Data in Date/Time Intervals

  15. Calculating Percentages

  16. Ordering Groups Based on Their Subtotals Using the Group Sort Expert

Combining Multiple Tables

  1. Understanding Tables, Records, and Fields

  2. Learning about Linking

  3. Adding Multiple Tables to a Report

Creating and Using Formulas

  1. Understanding Crystal Formula Syntax without Being a Programmer

  2. About the Formula Workshop

  3. Using the Formula Workshop

  4. Using the Formula Editor

  5. The Formula Editor Toolbar

  6. Performing Simple Number Calculations

  7. Manipulating Dates with Formulas

  8. Creating Boolean (True/False) Formulas

  9. Creating String Formulas

  10. Using Bookmarks to Navigate Through Formulas

Conditional Formatting

  1. Formatting Sections

  2. Formatting Sections Conditionally

  3. Conditionally Formatting Fields

Creating Summary Reports and Charts

  1. Creating a Summary Report

  2. Applying the Drill-Down Feature

  3. Applying the DrillDownGroupLevel

  4. Producing Charts

  5. Editing Charts

  6. Formatting Charts

  7. Using the Chart Options

  8. Modifying Individual Objects in the Chart

  9. Applying Chart Templates

Exporting Your Reports

  1. Understanding Export Formats and Destinations

  2. Using the PDF Format for Crystal Reports

  3. HTML Preview

  4. Exporting to Windows Applications

  5. Exporting to a Report Definition Format

Using the Report Wizards

  1. What are the Report Wizards?

  2. Create a Report Using the Standard Report Creation Wizard

  3. The Data Dialog Box

  4. The Fields Dialog Box

  5. The Grouping Dialog Box

  6. The Summaries Dialog Box

  7. The Group Sorting Dialog Box

  8. The Chart Dialog Box

  9. The Record Selection Dialog Box

  10. The Template Dialog Box

Appendix A – Mapping

  1. Understanding Maps

  2. Map Layouts

  3. Map Types

  4. Formatting the Map

  5. Drilling Down on Maps

  6. Advanced Formatting of Maps

  7. Changing the Geographic Map

  8. Using the Map Navigator

  9. Changing Map Layers

  10. Resolving Data Mismatches

Appendix B – Before you Begin

  1. Defining the Purpose of the Report

  2. Determining the Layout of the Report

  3. Finding the Data

  4. Organizing the Data for the Report

  5. The Workbench

Appendix C – Setting Default and Report Options

  1. Setting the Default Layout for Design and Preview Views

  2. Why Should You Pre-qualify Yourself for the Designer 2 Workshop?

  3. Pre-qualification Exercise

Appendix D – Pre-Qualification Test for Designer 2 Workshop

  1. Why should you Pre-qualify yourself for the Designer 2 Workshop?

  2. Pre-qualification Exercise

Appendix E – The Northwind 2008 Database

Appendix F – Installation and System Requirements

  1. Installing the Application

  2. Minimum Installation Requirements

Appendix G: Function and Operator Locations

Appendix H: Setup Instructions for Crystal Reports 2013

  1. Crystal Reports 2013 Application installation instructions

  2. Installing Required Class Files

Appendix I: Glossary

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