Crystal Reports 2008/2011 Designer 1 Workshop




Crystal Reports 2008/2011 Designer 1 Workshop Training Class Summary

This two day, interactive workshop was designed for new users of Crystal Reports 2008/2011. 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/XP/Vista environment is required. Familiarity with relational database concepts (tables, fields, and records) is strongly recommended.

Class Length: 2 days

Crystal Reports 2008/2011 Designer 1 Workshop Training Class Objectives
  • Create Reports and Charts
  • Format Objects
  • Group and Sort Data
  • Combine Tables
  • Export Reports
  • Use Report Wizards
  • Understand Mapping
Crystal Reports 2008/2011 Designer 1 Workshop Training Class Detailed Outline
  1. Creating a Simple 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 and Align Objects
    • Creating Text Objects
    • Saving the Report
    • Autosaving the Report
    • Previewing the Report
    • Refreshing the Data
    • Using the Status Bar
    • Getting Help
  2. Formating Features
    • Quick Formatting with the Template Expert
    • Formatting Objects
    • Format Painter
    • Inserting Lines and Boxes
    • 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
  3. Selecting Specific Records from the Database
    • Filter Types of the Select Expert
    • Database Filtering with the Select Expert
    • Selecting Records with Multiple Criteria
    • Viewing and Editing the Select Formula
    • Case Sensitive vs. Case Insensitive
    • Record Selection Formula Templates
  4. 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 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 the Group Sort Expert
  5. Combining Multiple Tables
    • Understanding Tables, Records, and Fields
    • Learning about Linking
    • Adding Multiple Tables to a Report
  6. Creating and Using Formulas
    • Understanding Crystal Formula Syntax without Being a Programmer
    • Using the Formula Workshop and 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
  7. Conditional Formatting
    • Formatting Sections
    • Formatting Sections Conditionally
    • Conditionally Formatting Fields
  8. Creating Summary Reports and Charts
    • Creating a Summary Report
    • Applying the Drill Down Feature
    • Applying the DrillDownGroupLevel
    • Producing Charts
    • Editing and Formatting Charts
    • Using the Chart Options
    • Modifying Individual Objects in the Chart
    • Applying Chart Templates
  9. Exporting Your Reports Within Your Organization
    • Understanding Export Formats and Destinations
    • Adobe Acrobat (PDF)
    • Microsoft Excel 97-2003 (XLS)
    • Microsoft Excel 97-2003 Data only (XLS)
    • Microsoft Word (97-2003)
    • Text (TXT)
    • Using the PDF Format for Crystal Reports
    • HTML Preview
    • Exporting to Windows Applications
    • Exporting to a Report Definition Format
  10. 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 Chart Dialog Box
    • The Record Selection Dialog Box
    • The Template Dialog Box
  11. Appendix A - Mapping
    • Understanding Maps
    • Formatting the Map
    • Drilling Down on Maps
    • Advanced Formatting of Maps
    • Changing the Geographic Map
    • Using the Map Navigator
    • Changing Map Layers
  12. 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
    • The Workbench
  13. Appendix C – Setting Default and Report Options
    • Setting the Default Layout for Design and Preview Views
  14. Appendix D – Pre-Qualification Text for Designer 2 Workshop
    • Why Should You Pre-qualify Yourself for the Designer 2 Workshop?
    • Pre-qualification Exercise
  15. Appendix E – The Northwind 2008 Database
  16. Appendix F – Installation and System Requirements
    • Installing the Application
    • Minimum Installation Requirements
  17. Appendix G – Function and Operator Locations
  18. Appendix H – Setup for CR 2008/2011
    • CR 2008/2011 Application Installation Instructions
    • Installed Required Class Files