Crystal Reports XI Designer 1 Workshop

Public Training Price: $1295 per student
Private Training Price: $4795 for up to 3 students*
*Additional students subject to a nominal fee
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Crystal Reports XI Designer 1 Workshop Training Class Summary

This two-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.

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

Class Length: 2 days

Crystal Reports XI Designer 1 Workshop Training Class Objectives
  • Plan and organize a report.
  • Create a new report.
  • Save and preview a report.
  • Navigate through the report.
  • Format and edit report objects.
  • Use a report style for formatting.
  • Add text objects to reports.
  • Add lines, boxes, and graphics images to reports.
  • Select specific data from a database.
  • Group, sort and summarize reports.
  • Create reports that pull data from multiple tables.
  • Use the formula editor to perform number calculations.
  • Create formulas that manipulate dates.
  • Modify string fields using powerful text functions.
  • Conditionally format numbers with the Highlighting Expert.
  • Format sections on the report.
  • Use formulas to conditionally format any type of field.
  • Create summary reports for efficient analysis of data.
  • Add charts and customize how they look.
  • Distribute reports throughout your organization with Crystal’s export feature.
  • Create geographical maps for charting.
  • Set up an ODBC connection to your database.
Crystal Reports XI Designer 1 Workshop Training Class Detailed Outline
  1. 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
  2. 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
  3. 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
  4. 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
  5. 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
  6. Combining Multiple Tables
    • Understanding Tables, Records, and Fields
    • Learning about Linking
    • Adding Multiple Tables to a Report
  7. 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
  8. Conditional Formatting
    • The Highlighting Expert
    • Setting Highlighting Priorities
    • Formatting Sections
    • Formatting Sections Conditionally
    • Conditionally Formatting Fields
  9. 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
  10. Exporting Your Reports Within Your Organization
    • Understanding Export Formats and Destinations
    • Using an HTML Format for Crystal Reports
    • HTML Preview
    • Exporting to Windows Applications
    • Exporting to a Report Definition Format
  11. Setting Default and Report Options
    • Setting the Default Layout for Design and Preview Views
  12. 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
  13. Appendix A: Mapping
    • Understanding Maps
    • Map Layouts
    • Map Types
    • Formatting the Map
    • Drilling Down on Maps
    • Advanced Formatting of Maps
    • Changing the Geographic Map
    • Using the Map Navigator
    • Changing Map Layers
    • Resolving Data Mismatches
  14. Appendix B: Creating an ODBC Connection to Any Database
  15. Appendix C: Pre-Qualification Text for Designer 2 Workshop
    • Why Should You Pre-qualify Yourself for the Designer 2 Workshop?
    • Pre-qualification Exercise
  16. Appendix D: The Xtreme Sample Database 11
  17. Appendix E: Installation and System Requirements
    • Installing the Application
    • Minimum Installation Requirements
  18. Appendix F: Function and Operator Locations

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