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Course Outline: Crystal Reports 8.5: Basic Skills

(2 Days) with Hands-On Labs
    Learning Objectives

  • Plan the needs for your report including data, as well as appearance
  • Become familiar with components of the Crystal Reports application window
  • Create reports based directly on database information; use a report expert or create a copy of an existing report
  • Add, modify, and remove report objects such as data fields, text objects, file information, graphics or decorative lines, and boxes
  • Format the appearance of your report using font, color, border, and number choices
  • Change the selection criteria and sort order of your data
  • Create subtotals, grand totals, and summaries for your report data
  • Create, edit, and delete formulas
  • Understand Crystal’s formula language
  • Understand linking concepts, and then create and modify your own links
  • Identify and control Crystal’s report sections
  • Distribute your reports to those who need the information through a variety of methods
  • Publish your reports to a Web site


This course description should be used to determine whether the course is appropriate for you based on your current skill and technical training needs. Technical information is provided on the intended audience, course prerequisites, and covered topics. Course content, prices, and availability are subject to change without notice.


Course Audience

This seminar is designed for managers and developers who would like to expand their informaiton reporting capabilities.

Course Description

This two day, information packed seminar provides an introduction to creating database driven reports which can be designed to professionally display topic specific information. Throught the use of the Crystal Reports application window, reports can be formated and edited as well as use formulas to manipulate database fileds into report specific information. In addition, the reports can be distributed by multiple methods to specific locations including the Web.

The seminar includes demonstrations of the report design, formula creation and linking and distributing data. Seminar attendees will be provided with comprehensive notes and programming examples.

Course Objectives

At course completion the student will be able to perform the following tasks:


  • Plan the needs for your report including data, as well as appearance
  • Become familiar with components of the Crystal Reports application window
  • Create reports based directly on database information; use a report expert or create a copy of an existing report
  • Add, modify, and remove report objects such as data fields, text objects, file information, graphics or decorative lines, and boxes
  • Format the appearance of your report using font, color, border, and number choices
  • Change the selection criteria and sort order of your data
  • Create subtotals, grand totals, and summaries for your report data
  • Create, edit, and delete formulas
  • Understand Crystal’s formula language
  • Understand linking concepts, and then create and modify your own links
  • Identify and control Crystal’s report sections
  • Distribute your reports to those who need the information through a variety of methods
  • Publish your reports to a Web site
Prerequisites

Attendees should be experienced in using and navigating the Windows 95, Windows 98, and Windows NT 4.0 environments.

TOPICS COVERED IN LECTURE & LAB

Overview

  • Examining the Capabilities of Crystal Reports
  • Planning Your Report
  • Reviewing the Class Database Files and ReportTypes
  • Modifying the Program Default Settings
  • Using Help
Creating Basic Reports

  • Report Sections
  • Generating a New Report
  • Viewing Your Report
  • Changing the Size and Position of Your Fields
  • Formatting Your Report
  • Adding the Finishing Touches to Your Report
  • Saving Your Report
Sorting and Selecting Data

  • Using Sort Options
  • Using the Select Expert
  • Using Multiple Criteria in the Selection Formula
  • Changing the Record Selection Formula
Grouping and Summarizing

  • Understanding Group Components
  • Defining Multiple-level Groups
  • Working with Grouping Options
  • Inserting Subtotals and Grand Totals
  • Working with Summary Fields
  • Calculating the Percentage of the Group to theGrand Total Functions
  • Using Grand Total Summary Function
  • Using the Top N/Sort Group Expert
Using the Report Expert

  • Creating a New Report Using the Standard Report Expert
  • Creating a New Report Using the Mail Label Report Expert
  • Editing Reports Using the Report Expert
Cross-tab Reports

  • Using Cross-tab Reports
  • Using the Cross-Tab Expert
  • Working with Existing Cross-tabs
  • Understand Cross-tab Layout Features
  • Formatting Options
Linking

  • Understanding Relational Database Basics
  • Using the Visual Linking Expert
  • Understanding Link Options
  • Understanding Link Options for PC and SQL Databases
Creating Formulas

  • Understanding Formula Components
  • Using the Formula Editor to Create Formulas
  • Modifying Your Formulas
  • Using String Functions
  • Using Date/Time Functions
  • Using If-Then-Else Statements in Formulas
  • Calculating Your Own Summary Fields
Formatting Sections

  • Reviewing Sections
  • Resizing Sections in Design View
  • Formatting Sections with the Section Expert
  • Creating Summary and Drill-down Reports
Distributing Data

  • Exporting a Report to Another File Format
  • Integrating Your Information with Office SuiteSoftware
  • Creating a Report from Excel Data
  • Using Crystal Enterprise for Web Reporting
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