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Crystal Reports 

Crystal Reports 2016

Course Overview

This two day comprehensive training course will prepare participants to build and distribute complex reports which include sorting, grouping, linking, formula creation and parameters using Crystal Reports 2016. No prior knowledge of Crystal Reports is required.

Duration: 2 day course

Course Content

Creating a Simple Report
Starting the Crystal Reports Program
Starting a New Report
Choosing a Data Source
The Main Components of the Design  Window
Exploring the Toolbars
Managing Resources with Explorers
Placing Fields on the Report
Selecting and Sizing Objects
Browsing Field Data
Moving and Aligning Objects
Using Guides and Guidelines to Move and Align Objects
Creating Text Objects
Saving the Report
Autosaving the Report
Previewing the Report
Refreshing the Data
Using the Status Bar
Getting Help

Formatting Features
Quick Formatting with the Template Expert
Formatting Objects
Format Painter
Inserting Lines and Boxes
Drawing a Line
Drawing a Box
Inserting Graphics
Working with the Page Commands
Working with Text Objects
Adding Fields into a Text Object
Formatting Part or All of an Object
Inserting Special Fields

Selecting Specific Records from the Database
Filter Types of the Select Expert
Database Filtering with the Select Expert
Selecting Records with Multiple Criteria
Viewing and Editing the Select Formula
Case Sensitive vs. Case Insensitive
Record Selection Formula Templates

Grouping and Sorting Data
When and Why to Group Records
Creating a Group
Group and Sort Direction
Customize Group Name Field
Modifying Groups
Creating Multiple Groups in a Report
Using the Preview Panel
Using the Group Tree to Navigate the Report
Reordering Groups
Sorting Records within a Group
Using the Sort Control
Summarizing Groups
Grouping Data in Date/Time Intervals
Calculating Percentages
Ordering Groups Based on Their Subtotals Using the Group Sort Expert

Combining Multiple Tables
Understanding Tables, Records, and Fields
Learning about Linking
Adding Multiple Tables to a Report

Creating and Using Formulas
Understanding Crystal Formula Syntax
Using the Formula Workshop
Using the Formula Editor
The Formula Editor Toolbar
Performing Simple Number Calculations
Manipulating Dates with Formulas
Creating Boolean (True/False) Formulas
Creating String Formulas
Using Bookmarks to Navigate Through Formulas

Conditional Formatting
Formatting Sections
Formatting Sections Conditionally
Conditionally Formatting Fields

Creating Summary Reports and Charts
Creating a Summary Report
Applying the Drill-Down Feature
Applying the Drill-Down Group Level
Producing Charts
Editing Charts
Formatting Charts
Using the Chart Options
Modifying Individual Objects in the Chart
Using the Chart Options
Modifying Individual Objects in the Chart
Applying Chart Templates

Exporting Your Reports
Understanding Export Formats and Destinations
Using the PDF Format for Crystal Reports
HTML Preview
Exporting to Windows Applications
Exporting to a Report Definition Format

Using the Report Wizards
Create a Report Using the Standard Report Creation Wizard
The Data Dialog Box
The Fields Dialog Box
The Grouping Dialog Box
The Summaries Dialog Box
The Group Sorting Dialog Box
The Chart Dialog Box
The Record Selection Dialog Box
The Template Dialog Box

Power Formatting
Using Multiple Sections in Reports
Using the Section Expert to Work with Sections

Using the Running Totals Feature
Understanding Running Totals
Creating Running Totals for a List of Numbers
Conditional Running Totals

Prompting with Parameters
Parameter Fields Overview
Parameter Field Considerations
Creating a Parameter Field
Using a Parameter to Select Records
Using a Parameter Field
Using the Parameter Panel
Creating a Dynamic Value List
Importing a Pick List
Adding Parameter Values to Text  Objects

Allowing Multiple Values in Parameters
Using Multiple Parameter Fields in Reports
Specifying and Limiting a Range for a Parameter
Using Parameters in Conditional Formatting
Using an Edit Mask to Limit String Parameters
Sorting with a Parameter
Group Sorting with a Parameter
Using a Parameter to set N in a Top N or Bottom N report
Displaying Parameter Fields
Cascading Parameter Fields

Using Advanced Formula Features
Understanding How Crystal Reports Processes the Data
Using Evaluation Time Functions
Working with Variables
Declaring a Variable
Variable Scope
Separating Statements in Complex Formulas
Working with Arrays
Understanding the Formula Evaluation

Understanding Subreports
Unlinked versus Linked Subreports
Creating an Unlinked Subreport
Linking a Subreport
Formatting the Subreport
Passing Data from the main Report into a Subreport
Creating on-demand Subreports
Creating Hyperlinks

Creating Powerful Groups
Creating Custom Groups
Customizing Group Sort Order
Using Group Selection to Filter the Records in the Report
Grouping on a Formula Field
Grouping Hierarchically

Working with Cross-Tab Reports
Understanding How Cross-Tabs Affect Your Data
Creating a Cross-Tab Report
Crating a Cross-Tab with Multiple Rows or Columns
Applying a Formatting Style to the Cross-Tab
Customizing the Cross-Tab Format
Changing the Summary Operation
Charting Cross Tabs
Customizing Cross-Tab Group Names

Report Alerts
Creating Report Alerts
Basing Report Formulas or Conditional Formatting on Report Alerts
Creative Usage for Report Alerts

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Telephone on 01952 305730