Crystal Reports 2013 Designer 1 Workshop
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COURSE TIMES: 9:00am - 4:30pm

Printable version of this course


This two day interactive workshop was designed for new users of Crystal Reports 2013. 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.


Administrators, developers and end-users who need to create dynamic reports from varying data sources.

Working knowledge of Windows 7 environment is required. Familiarity with relational database concepts (tables, fields and records) is strongly recommended.


*Course cost listed does not include the cost of courseware (required) or lunch (optional). Please contact us at or 207-775-0244 for additional pricing information, or if you have any questions.
Course subject to minimum enrollment.


Creating a 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
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
Using the Format Painter
Formatting Objects
Inserting Lines and Boxes
Drawing a Line
Drawing a Box
Inserting Graphics
Working with the Page Commands
Changing Page Orientation
Changing Margins
Formatting Part or All of an Object
Inserting Special Fields

Database Filters
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
Challenge Exercise - Selecting Specific RecordsChallenge Exercise - Selecting a Range of Values

Report Grouping
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

Additional Summary Options
Grouping Data in Date/Time Intervals
Calculating Percentages
Ordering Groups Based on Their Subtotals Using Group Sort Expert
Challenge Exercise - Grouping, Sorting, Summarizing
Challenge Exercise - Calculating Percentages

Multiple Table Joins
Understanding Tables, Records and Fields
Learning about Linking
Adding Multiple Tables to a Report
Challenge Exercise - Using the Database Expert to Link Tables

Creating Formulas
Understanding Crystal Formula Syntax without Being a Programmer
About the Formula Workshop
Using the Formula Editor
The Formula Editor Toolbar
Performing Simple Number Calculations
Maniplulating Dates with Formulas
Creating Boolean (True/False) Formulas
Creating String Formulas
Using Bookmarks to Navigate Formulas
Challenge Exercise - Creating String Formulas
Challenge Exercise - Doing Calculations
Challenge Exercise - Subtracting Dates

Conditional Formatting
Formatting Sections
Formatting Sections Conditionally
Conditionally Formatting Fields
Challenge Exercise - Section Formatting and Conditional Formatting

Creating a Summary Report
Applying the Drill-Down Feature
Applying the DrillDownGroupLevel
Producing Charts
Editing Charts
Formatting Charts
Using the Chart Option
Modifying Individual Objects in the Chart
Applying Chart Templates
Challenge Exercise - Creating a Summary Report
Challenge Exercise - Charting

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

Using the Report Wizard
What are 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
Challenge Exercise - Create a Report Using a Report Wizard

Appendix A - Mapping
Understanding Maps
Map Layouts
Map Types
Formatting the Map
Drilling Down on Maps
Changing Geographic Map
Using the Map Navigator
Changing Map Layers
Resolving Data Mismatches

Appendix B - Before you begin
Defining the Purpose of the Report
Determining the Layout of the Report
Finding the Data
Organizing the Data for the Report Workbench

Appendix C - Setting Default and Report Options
Setting the Default Layout for Design and Preview Views
Why Should You Pre-Qualify Yourself for the Designer 2 Workshop?
Pre-Qualification Exercise

Appendix D - Pre-Qualification Test for Designer 2 Workshop

Appendix E - The Northwind 2008 Database