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Training Resources
Crystal Reports XI - Level 1
2 day course
This two day interactive course is 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.
Course Topics:
(for a full detailed outline, visit our PDF link above)
Creating Reports
- Starting a New Report
- Choosing a Data Source
- The Design Window
- Managing Resources with Explorers
- Placing Fields on the Report
- Selecting and Sizing Objects
- Browsing Field Data
- Moving and Aligning Objects
- Using Guides and Guidelines
- Creating Text Objects
- Saving and Auto-saving the Report
- Previewing and Refreshing Data
Formatting Features
- Formatting with Template Expert
- Using the Format Painter
- Formatting Objects
- Lines and Boxes and Graphics
- Working with Page Commands
- Page Orientation and Margins
- Working with Text Objects
- Adding Fields to Text Objects
- Inserting Special Fields
Filtering Database Data
- Filtering Data with the Select Expert
- Selecting Records with Multiple Criteria
- The Select Formula
- Case Sensitive vs. Case Insensitive
- Record Selection Formula Templates
Report Grouping
- Creating Groups and Sort Direction
- Modifying Groups
- Multiple Groups in Reports
- Navigate Using the Group Tree
- Summarizing with Groups
- Grouping Data by Date/Time
- Grouping Calculated Percentages
- Order and Group Based on Subtotals
- The Group Sort Expert
Multiple Table Joins
- Understanding Tables, Records, and Fields
- Learning About Linking
- Multiple Tables in a Report
- Using the Database Expert
Creating Formulas
- Crystal Formula Syntax
- The Formula Workshop
- Using the Formula Editor
- Simple Number Calculations
- Manipulating Dates
- Boolean (True/False) Formulas
- Text String Formulas
- Using Nested If Statements
Conditional Formatting
- The Highlighting Expert
- Setting Highlighting Priorities
- Formatting Sections Conditionally
- Conditionally Formatting Fields
Summary Reports and Charts
- Creating Summary Reports
- The Drill Down Feature
- Working with Charts
- Editing and Formatting Charts
- Modifying Chart Objects
- Applying Chart Templates
Extras
- Exporting Reports
- Setting Default Options
- Using Report Wizards
