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Crystal Reports 

Crystal Reports XI

Course Overview

This two day comprehensive Crystal Reports XI trainingcourse will prepare participants to build and distribute complex reports whichinclude sorting, grouping, linking, formula creation and parameters.

Crystal Reports training courses are also available in Crystal Reports versions8.0, 8.5, 9.0 and 10. 

Duration: 2 day course

Course Content

Crystal Reports XI

Before You Begin
Defining the Purpose of the Report
Determining the Layout of the Report
Finding the Data
Organizing the Data for the Report
The Workbench

Creating a Simple Report
Starting the Crystal Reports Program
Starting a New Report
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
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
Filtering Data 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 Group Tree to Navigate the Report
Reordering Groups
Sorting Records within a Group
Summarizing Groups
Additional Summary Options
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 without Being a Programmer
About the Formula Workshop
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
The Highlighting Expert
Setting Highlighting Priorities
Formatting Sections
Formatting Sections Conditionally
Conditionally Formatting Fields
Creating Summary Reports and Charts
Creating a Summary Report
Applying the Drill Down Feature
Applying the DrillDownGroupLevel
Producing Charts
Editing Charts
Formatting Charts
Using the Chart Options
Modifying Individual Objects in the Chart
Using Auto-Arrange Chart
Applying Chart Templates

Exporting Your Reports Within Your Organization
Understanding Export Formats and Destinations
Using an HTML Format
HTML Preview
Exporting to Windows Applications
Exporting to a Report Definition Format

Setting Default and Report Options
Setting the Default Layout for Design and Preview Views

Using the Report Wizards
What are 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

Review of Planning a Report
Creating the Report
Placing Fields on the Report
Creating the Formulas
Advanced Grouping
Selecting Certain Records
Helpful Hints for Formatting the Report
Adding and Working with Text Objects
Hiding and Suppressing Sections

Power Formatting with Multiple Sections
Using Multiple Sections in Reports
Using the Section Expert to Work with Sections
Conditionally Formatting Multiple 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
Creating a Dynamic Value List for Parameter Values
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
What Is a Pass
Pass #1
Pre-Pass #2
Pass #2
Pass #3
Using Evaluation Time Functions
Working with Variables
Declaring a Variable
Assigning a Value to a Variable
Using a Variable in a Formula
Variable Scope
Separating Statements in Complex Formulas
Working with Arrays
Understanding the Formula Evaluation Time Debugger

Using Subreporting as a Workaround Solution
Understanding Subreports
Unlinked versus Linked Subreports
Creating an Unlinked Subreport
Linking a Subreport
Database Links versus Subreports in One-to-Many Situations
Formatting the Subreport
Passing Data from the Main Report into a Subreport
Creating On-Demand Subreports
Creating Hyperlinks
Using Subreports to Link "Unlinkable" Data

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

Working with Cross-Tab Reports
Understanding How Cross-Tabs Affect Your Data
Creating a Cross-Tab Report
Creating a Cross-Tab with Multiple Rows or Columns
Applying a Formatting Style to the Cross-Tab
Customizing the Cross-Tab Format
Changing Background Colours
Formatting Individual Cells
Changing the Summary Operation
Suppressing Rows, Columns or Totals
Repeating Row Heading for Multi-Page Cross-Tabs
Using Alias Names for Column and Row Headings
Charting Cross-Tabs
Customizing Cross-Tab Group Names

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

Report Templates
What is a Report Template
Standard Report Creation Wizard and Templates
The Template Expert
Applying a Template and the consequences
Template Considerations
Creating Your Own Templates
Inserting Template Fields
Formatting Template Fields
Giving Template Fields a Value

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