Crystal Reports XI Introduction
After completing this course, you will know how to:
Explore the Crystal Reports window; open, create, save, and modify simple reports; and use
Help. Format a report by changing font style, size, and colour; add lines, boxes, and shapes;
and format fields conditionally. Sort records in ascending and descending order; select records
based on single or multiple criteria, and delete criteria from a selection formula. Learn to create
groups and subgroups, delete groups, group data by a date field, display groups in a specified
order, create a subgroup, set group options, insert subtotals and grand totals, and display the
top number of groups of records. Create, modify, and delete formulas; insert date functions;
concatenate fields; and use string and mathematical functions.
Use the Database Expert and Report wizards, and create, modify, and format cross-tab reports.
Export reports to different formats such as Excel, Access, HTML, and XML; create a report
definition; and print and e-mail reports.
Delegates must have a working knowledge of Windows applications and a basic
knowledge of database concepts such as tables, fields and records
Introduction to Crystal Reports
- Opening a report
- Creating New Reports
- Connecting to a Data Source
- Field Explorer
- Refreshing the report
- Report Design environment
- Moving, Sizing and Aligning Objects
Record Selection
- Using the Select Expert to add Record
Selections
- Saved v Refreshed Data
- Modifying Record Selections
- Record selection with Date Fields
Formatting Reports
- Formatting Objects
- Adding Lines, Boxes and Graphics
- Adding Hyperlinks
- Creating and Formatting Text Objects
- Using Special Fields
- Report Explorer
Sorting, Grouping, Summarising
- Sorting records and grouping Records
- Multiple Grouping and specified Order
Grouping
- Adding Summary Totals
- Group Sort Expert (Top N grouping)
Linking
- The Database Expert
- Adding Tables/Amending Links
- Linking Options
Creating Formulae
- Creating formulae with the Formula Editor
- Formula Syntax
- Simple Formula Functions
- If-then-else formulae
Conditional Reporting
- Highlighting Expert
- Conditional Formatting
- Report Alerts
Parameters Fields
- Defining Parameter fields
- Using Parameters
Printing and Distributing Reports
- Printing Reports
- Exporting Reports & Configuration
Report Wizards
- Creating a report with the report wizard
- Mailing Labels
Designing a Crystal Report
- Planning Reports
- Setting Default Report Options
After completing this course, you will know how to:
Explore the Crystal Reports window; open, create, save, and modify simple reports; and use
Help. Format a report by changing font style, size, and colour; add lines, boxes, and shapes;
and format fields conditionally. Sort records in ascending and descending order; select records
based on single or multiple criteria, and delete criteria from a selection formula. Learn to create
groups and subgroups, delete groups, group data by a date field, display groups in a specified
order, create a subgroup, set group options, insert subtotals and grand totals, and display the
top number of groups of records. Create, modify, and delete formulas; insert date functions;
concatenate fields; and use string and mathematical functions.
Use the Database Expert and Report wizards, and create, modify, and format cross-tab reports.
Export reports to different formats such as Excel, Access, HTML, and XML; create a report
definition; and print and e-mail reports.
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