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Course Description

Crystal Report Design I (9)

Overview

This two-day course is designed for the novice Crystal Reports user who needs to quickly become proficient in creating and modifying reports. Some of the topics include planning a report, creating a basic report, using the Report Explorer, record selection, sorting, grouping and summarizing, charting, basic formulas, and exploring.

Prerequisites

Learners must complete the tutorial in the Crystal Reports User's Guide and have a proficient knowledge of Windows.

What will you learn

Report Design Concepts
  • Planning the content of the report
  • Manipulating the data
  • Determining printing area characteristics
  • Developing a prototype on paper
Report Design
  • Creating a new report
  • Exploring the report design environment
  • Placing objects on your report
  • Previewing and saving your report
  • Using the Report Explorer to view objects on reports
Record Selection
  • Using the Select Expert
  • Understanding saved vs. refreshed data
  • Setting additional selection criteria
  • Modifying record selection with the Formula Editor
  • Applying record selection on Date fields
Sorting, Grouping, and Sumarizing
  • Sorting and grouping records
  • Modifying groups
  • Creating nested or multiple groups
  • Reordering groups
  • Summarizing
  • Using Grand Totals
Formatting for Presentation Quality
  • Importing pre-formatted data
  • Inserting lines, boxes and pictures
  • Text objects
Linking
  • Defining linking concepts
  • Using Smart Linking
Formula Basics
  • Working with the Formula Editor
  • Applying basic date calculations
  • Applying Boolean formulas
  • Applying If-Then-Else formulas
  • Using Running Totals
Conditional Reporting
  • Using the Highlighting Expert
  • Using Report Alerts
Section Formatting
  • Formatting sections with the Section Expert
  • Creating a summary report
Charting
  • Creating a chart using the Chart Expert
  • Customizing a chart
     

Who should attend

Users who want to learn the basics of report design using Crystal Reports 9.

 

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