Crystal Reports Designer 2013/2016 Level 2

Master advanced techniques in Crystal Reports Designer 2013/2016 and empower yourself to deliver sophisticated data analysis and reporting, ideal for experienced administrators, developers, and users looking to enhance their reporting skills.

Course Thumbnail

Essential Skills Gained

Checkmark

Design reports leveraging advanced grouping and formatting techniques.

Checkmark

Implement and utilize the running totals feature for data analysis.

Checkmark

Understand and apply parameter fields for dynamic report filtering.

Checkmark

Integrate subreporting techniques to manage complex data relationships.

Format

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

Audience

  • Experienced administrators
  • Developers with Crystal Reports experience
  • End-users skilled in Crystal Reports
  • Data analysts

Description

This two-day course covers the more complex and powerful features of Crystal Reports. The course focuses on the student’s ability to perform tasks using the most productive techniques allowing you to pull data from all times of data sources. The course discusses very technical issues and includes several fast-paced, comprehensive exercises.

Calendar icon

Upcoming Course Dates

No upcoming dates. Please check back later.

Course Outline

Download PDF

Refresher Exercise

  1. Review of Planning a Report

  2. Creating a Report

  3. Placing Fields on the Report

  4. Creating the Formulas

  5. Advanced Grouping

  6. Selecting Certain Records

  7. Helpful Hints for Formatting the Report

  8. Adding and Working with Text Objects

  9. Hiding and Suppressing Sections

Power Formatting

  1. Using Multiple Sections in Reports

  2. Using the Section Expert to Work with Sections

  3. Exercises

Using the Running Totals Feature

  1. Understanding Running Totals

  2. Creating Running Totals for a List of Numbers

  3. Conditional Running Totals

Prompting with Parameters

  1. Parameter Fields Overview

  2. Parameter Field Considerations

  3. Creating a Parameter Field

  4. Using a Parameter to Select Records

  5. Using a Parameter Field

  6. Using the Parameter Panel

  7. Creating a Dynamic Value List

  8. Importing a Pick List

  9. Adding Parameter Values to Text Objects

  10. Allowing Multiple Values in Parameters

  11. Using Multiple Parameter Fields in Reports

  12. Specifying and Limiting a Range for a Parameter

  13. Using Parameters in Conditional Formatting

  14. Using an Edit Mask to Limit String Parameters

  15. Sorting with a Parameter

  16. Group Sorting with a Parameter

  17. Using a Parameter to set N in a Top N or Bottom N report

  18. Displaying Parameter Fields

  19. Cascading Parameter Fields

Using Advanced Formula Features

  1. Understanding How Crystal Reports Processes the Data

  2. What is a Pass?

  3. Using Evaluation Time Functions

  4. Working with Variables

  5. Declaring a Variable

  6. Variable Scope

  7. Separating Statements in Complex Formulas

  8. Working with Arrays

  9. Understanding the Formula Evaluation Time Debugger

Using Subreporting as a Workaround Solution

  1. Understanding Subreports

  2. Unlinked versus Linked Subreports

  3. Creating an Unlinked Subreport

  4. Linking a Subreport

  5. Database Links versus Subreports in One-to-Many Situations

  6. Formatting the Subreport

  7. Passing Data from the Main Report into a Subreport

  8. Creating On-demand Subreports

  9. Creating Hyperlinks

  10. Using Subreports to Link “Unlinkable” Data

Creating Powerful Groups

  1. Creating Custom Groups

  2. Customizing Group Sort Order

  3. Using Group Selection to Filter the Records in the Report

  4. Grouping on a Formula Field

  5. Grouping Hierarchically

Working with Cross-Tab Reports

  1. Understanding How Cross-Tabs Affect Your Data

  2. Creating a Cross-Tab Report

  3. Creating a Cross-Tab with Multiple Rows or Columns

  4. Applying a Formatting Style to the Cross-Tab

  5. Customizing the Cross-Tab Format

  6. Changing the Summary Operation

  7. Charting Cross Tabs

  8. Customizing Cross-Tab Group Names

  9. CurrentFieldValue

Report Alerts

  1. What are Report Alerts?

  2. Creating Report Alerts

  3. Basing Report Formulas or Conditional Formatting on Report Alerts

  4. Creative Usage for Report Alerts

Appendix A – Report Templates

  1. What is a Report Template?

  2. Standard Report Creation Wizard and Templates

  3. The Template Expert

  4. Applying a Template and the Consequences

  5. Template Considerations

  6. Creating Your Own Templates

Appendix B: The Northwind 2008 Database

Appendix C: Installation and System Requirements

  1. Installing the Application

  2. Minimum Installation Requirements

Appendix D: Setup Instructions for Crystal Reports 2013

  1. Crystal Reports 2013 Application

  2. Installation Instructions

  3. Installing Required Class Files

Appendix E: Function and Operation Locations

Your Team has Unique Training Needs.

Your team deserves training as unique as they are.

Let us tailor the course to your needs at no extra cost.