Crystal Reports Level 1

Course Overview

During this course, delegates will learn the basics of report creation from linking the report to the requisite data source, to distributing the report to others. Delegates will also learn about sorting, grouping, linking, basic formula creation and working with report experts.
Prerequisites

• To ensure your success, we recommend that you attend a Windows course or have equivalent knowledge.

Objectives

Delegates will be able to :

• Plan the needs for your report including data as well as appearance.
• Become familiar with components of the Crystal Reports application window.
• Create reports based directly on database information, use a report expert or create a copy of an existing report.
• Add, modify and remove report objects such as data fields, text objects, file information, graphics or decorative lines and boxes.
• Format the appearance of your report using font, colour, border and number choices.
• Change the selection criteria and sort order of your data.
• Create subtotals, grand totals and summaries for your report data.
• Create, edit and delete formulas. Understand Crystal's formula language.
• Understand linking concepts then create and modify your own links.
• Identify and control Crystal's report sections.
• Distribute your reports to those who need the information through a variety of methods.

Follow On Courses

• Crystal Reports Level 2

Training Options

• Bespoke course (a course written to your specific needs) at your company office throughout the UK, at our training venue or at an independent location, convenient to you
• Private course at your company office throughout the UK, at our training room or at an independent location, convenient to you
• Scheduled public course at one of our training venues

Whats Included

• 12 Months telephone and email support
• Comprehensive colour course manual and exercises
• Use of a Modern Training suite with 19 inch flat screen monitors
• 1 delegate per computer
• Relaxed refreshment area at our training room
• Lunch (When at our training venue)
• Refreshments (When at our training venue)

Course Content
Overview

• Modifying the program default settings and using help
• Reviewing reports and databases to be used in class
• Think about the steps necessary to create reports
• Examining the application's capabilities

Creating Simple Reports

• Saving and refreshing a report
• Adding drawings and images / company logos etc.
• Adding special fields such as page numbers and other document information
• Enhancing a report by using the format editor
• Formatting a report by changing the size and position of the fields
• Viewing a report as it will print
• Creating a new report
• Identifying the sections of a report

Sorting and Selecting Records

• Modifying composite formulas and the selection criteria statement
• Adding an additional selection criterion using the "And" / "Or" statement
• Using the Select Expert to limit records using single or multiple criteria
• Sorting records using single or multiple criteria

Grouping and Summarizing

• Using Top N/Sort Group Expert
• Inserting grand total summary fields
• Inserting percent of the total fields
• Inserting summary fields
• Inserting subtotals and grand totals
• Modifying grouping options
• Defining a multiple level group
• Defining a single level group

Parameter Fields

• Creating pick lists for use with parameter fields
• Creating parameter fields - to select records
• Creating parameter fields - free text entry
• Creating and utilising parameter fields

Using the Report Expert

• Editing a report created using an expert
• Creating new reports using the cross tab expert
• Creating new reports using the standard report expert

Linking

• Creating, examining and modifying links using the visual linking expert
• Using multiple tables in a single report correctly
• Understanding relational database basic concepts

Creating Formulas

• Creating and using If-Then-Else formulas and functions
• Creating and using arrays in formulas and functions
• Creating and using date formulas and functions
• Creating and using numeric formulas and functions
• Creating and using string formulas and functions
• Making changes to formulas
• Creating new formulas using the formula editor
• Understanding formula components

Formatting Sections

• Creating summary and drill down reports
• Using the section expert
• Resizing sections in design view
• Reviewing sections

Distributing / Exporting Data

• Web browser options to view reports on-line
• Creating a report using spreadsheet data
• Exporting a report into office suite applications
• Identifying exporting options