Crystal Report 2013 Introduction
Overview
Crystal Reports (from SAP) is a powerful reporting solution that helps you design, explore, visualise, and deliver reports. This course is designed to introduce delegates to the basic skills required to connect Crystal Reports to their databases to access data sources and generate customised reports that will better enable them to analyse and interpret data. Topics include planning a report, creating a basic report, using the Report Explorer, record selection, sorting, grouping and summarizing, charting, basic formulas and exporting data.
Audience
Anyone needing to use Crystal Reports to create and distribute reports.
Course Objectives
At the end of this course, delegates will have learned how to plan, create, modify and distribute meaningful reports.
Course Contents (2 days)
- 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
- 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
- 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
- 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
- Combining Multiple Tables
- Understanding Tables, Records, and Fields
- Learning about Linking
- Adding Multiple Tables to a Report
- 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
- Conditional Formatting
- The Highlighting Expert
- Setting Highlighting Priorities
- Formatting Sections
- Formatting Sections Conditionally
- Conditionally Formatting Fields
- 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
- 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
- Setting Default and Report Options
- Setting the Default Layout for Design and Preview Views
- 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
- Conclusion
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