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Introduction

This three day interactive workshop was designed for new users of Crystal Reports XI. 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

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


At Course Completion
Details Not Available

Prerequisites

Working knowledge of Windows 2000 or XP environment is required. Familiarity with relational database concepts (tables, fields, and records) is strongly recommended.


Course Outline

Power Formatting and Formulas

  • 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
  • Guidelines 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 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 Colors
  • 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
  • CurrentFieldValue 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


Appendix A: The Xtreme Sample Database 11

Appendix B: Installation and System Requirements


Installing the Application

Minimum Installation Requirements


Appendix C: Function and Operator Locations