Crystal Reports 2016 Designer 1
CLASS DATE(s):
5/11/2020 - 5/12/2020
7/28/2020 - 7/29/2020

COURSE LENGTH: 2 Days

COURSE COST: $695.00

COURSE TIMES: 9:00am - 4:30pm

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COURSE OVERVIEW

This two-day interactive workshop was designed for new users of Crystal Reports 2016. 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.

AUDIENCE AND PREREQUISITES

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

FOLLOW UP COURSES  

*Course Cost listed does not include the cost of the courseware. Course is subject to a minimum enrollment to run. Course may run as a Virtual Instructor led class if the minimum enrollment is not met. For more information, please contact: learn@vtec.org or call 207-775-0244.

COURSE TOPICS:


Module 1: 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
Moving and Aligning Objects
Creating Text Objects

Module 2: Formatting Features
Quick Formatting with
the Template Expert
Formatting Objects
Inserting Lines and
Inserting Graphics
Working with the Page
Changing Page and Margins
Working with Text
Adding Fields into a Text Object
Formatting Part or All of an Object
Inserting Special Fields
Challenge Exercise

Module 3: 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

Module 4: Report Grouping
When and Why to Group Reports
Creating a Group, Customize Group Name Field
Modifying Groups, Create Multiple Groups in a Report, Group and Sort Direction
Using the Group Tree to Navigate the Report, Reordering Groups
Using the Sort Control
Summarizing Groups
Additional Summary Options
Grouping Data in Date/Time Intervals
Calculating Percentages
Ordering Groups Based on Their Subtotals Using the Group Sort Expert

Module 5: 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

Module 6: Creating 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
Challenge Exercise - Creating String Formulas Challenge
Exercise - Creating String Formulas

Module 7: Conditional Formatting
Formatting Sections
Formatting Sections Conditionally
Conditionally Formatting Fields
Challenge Exercise - Section Formatting and Conditional Formatting

Module 8: Summary Reports and Charts
Creating a Summary Report
Applying the Drill Down Feature
Applying the DrillDownGroupLevel
Producing Charts
Producing Charts
Editing Charts
Formatting Charts
Using the Chart Options
Modifying Individual Objects in the Chart
Applying Chart Templates

Module 9: Exporting Reports
Understanding Export Formats and Destinations
Using a PDF Format for Crystal Reports
Exporting to Windows Applications
Exporting to a Report Definition Format
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 Chart Dialog Box

Module 10: Report Wizards
What are the Report?
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