Course Code: 1263

Crystal Reports 2013 Designer 1 Workshop

Class Dates:
1/30/2019
3/11/2019
Length:
2 Days
Cost:
$695
Class Time:
Technology:
Business
Delivery:

Overview

  • Course Overview
  • This two day interactive workshop was designed for new users of Crystal Reports 2013. 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 7 environment is required. Familiarity with relational database concepts (tables, fields and records) is strongly recommended.

  • Recommended Courses:

Course Details

  • Creating a 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
  • Creating Text Objects
  • .
  • Saving the Report
  • Autosaving the Report
  • Previewing the Report
  • Refreshing the Data
  • Using the Status Bar
  • Getting Help
  • Formatting Features
  • Quick Formatting with the Template Expert
  • Using the Format Painter
  • Formatting Objects
  • Inserting Lines and Boxes
  • Drawing a Line
  • Drawing a Box
  • Inserting Graphics
  • Working with the Page Commands
  • Changing Page Orientation
  • Changing Margins
  • Formatting Part or All of an Object
  • Inserting Special Fields
  • Database Filters
  • 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
  • Challenge Exercise - Selecting Specific RecordsChallenge Exercise - Selecting a Range of Values
  • Report Grouping
  • 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 Group Sort Expert
  • Challenge Exercise - Grouping, Sorting, Summarizing
  • Challenge Exercise - Calculating Percentages
  • Multiple Table Joins
  • Understanding Tables, Records and Fields
  • Learning about Linking
  • Adding Multiple Tables to a Report
  • Challenge Exercise - Using the Database Expert to Link Tables
  • Creating Formulas
  • Understanding Crystal Formula Syntax without Being a Programmer
  • About the Formula Workshop
  • Using the Formula Editor
  • The Formula Editor Toolbar
  • Performing Simple Number Calculations
  • Maniplulating Dates with Formulas
  • Creating Boolean (True/False) Formulas
  • Creating String Formulas
  • Using Bookmarks to Navigate Formulas
  • Challenge Exercise - Creating String Formulas
  • Challenge Exercise - Doing Calculations
  • Challenge Exercise - Subtracting Dates
  • Conditional Formatting
  • Formatting Sections
  • Formatting Sections Conditionally
  • Conditionally Formatting Fields
  • Challenge Exercise - Section Formatting and Conditional Formatting
  • Creating a Summary Report
  • Applying the Drill-Down Feature
  • Applying the DrillDownGroupLevel
  • Producing Charts
  • Editing Charts
  • Formatting Charts
  • Using the Chart Option
  • Modifying Individual Objects in the Chart
  • Applying Chart Templates
  • Challenge Exercise - Creating a Summary Report
  • Challenge Exercise - Charting
  • Exporting Your Reports
  • Understanding Export Formats and Destinations
  • Using the PDF Format for Cystal Reports
  • HTML Preview
  • Exporting to Windows Applications
  • Exporting to a Report Definition Format
  • Using the Report Wizard
  • What are 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
  • Challenge Exercise - Create a Report Using a Report Wizard
  • Appendix A - Mapping
  • Understanding Maps
  • Map Layouts
  • Map Types
  • Formatting the Map
  • Drilling Down on Maps
  • Changing Geographic Map
  • Using the Map Navigator
  • Changing Map Layers
  • Resolving Data Mismatches
  • 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 Workbench
  • Appendix C - Setting Default and Report Options
  • Setting the Default Layout for Design and Preview Views
  • Why Should You Pre-Qualify Yourself for the Designer 2 Workshop?
  • Pre-Qualification Exercise
  • Appendix D - Pre-Qualification Test for Designer 2 Workshop
  • Appendix E - The Northwind 2008 Database