Crystal Reports 2008/2011 Designer 2 Workshop




Crystal Reports 2008/2011 Designer 2 Workshop Training Class Summary

This two-day workshop is designed to enhance your basic report writing skills and move you into creating more complex reports. Time will be spent walking you through the tips and tricks of advanced report writing along with a good amount of hands on practice. In addition, you will cover professional design, techniques, sub-reporting and advanced formulas. This course incorporates a number of hands on exercises that 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 2 Workshop Training Class Objectives
  • Power Formatting
  • Create Running Totals
  • Use Parameters
  • Understand Formula Evaluation
  • Create powerful Groups
  • Chart Cross-Tabs
  • Use Parameter Values
  • Work with Report Alerts
  • Create and apply Report Templates
  • Set up for CR2008
Crystal Reports 2008/2011 Designer 2 Workshop Training Class Detailed Outline
  1. Refresher Exercise
    • 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
    • Adding and Working with Text Objects
    • Hiding and Suppressing Sections
    • Guidelines
  2. Power Formatting with Multiple Sections
    • Using Multiple Sections in Reports
    • Using the Section Expert to Work with Sections
    • Conditionally Formatting Multiple Sections
  3. Using the Running Totals Feature
    • Understanding Running Totals
    • Creating Running Totals for a List of Numbers
    • Conditional Running Totals
  4. 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
  5. Using Advanced Formula Features
    • Understanding How Crystal Reports Processes the Data
    • What is a Pass?
    • Pre-Pass #1 and #2
    • Pass #1, #2, #3
    • Using Evaluation Time Functions
    • Working with Variables
    • Declaring a Variable
    • Assigning a Value to a Variable
    • Using a Variable in a Formula
    • Working with Arrays
    • Understanding the Formula Evaluation Time Debugger
  6. 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
  7. Creating Powerful Groups
    • Creating Custom Groups
    • Customizing Group Sort Order
    • Using Group Selection toFilter the Records in the Report
    • Grouping on a Formula Field
    • Grouping Hierarchically
  8. 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
  9. Report Alerts
    • What are Report Alerts
    • Creating Report Alerts
    • Basing Report Formulas or Conditional Formatting on Report Alerts
    • Creative Usage for Report Alerts
  10. Appendix A: 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
  11. Appendix B: The Northwind 2008 Database
  12. Appendix C: Installation and System Requirements
    • Installing the Application
    • Minimum Installation Requirements
  13. Appendix D: Setup for CR 2008
    • CR 2008 Application Installation Instructions
    • Installed Required Class Files
  14. Appendix E: Function and Operator Locations