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APCR11.1 - Crystal Reports XI Designer Level 1 Workshop

If you have any questions about registering for this class, please call (877) 832-0688 Ext. 1493 or email us at getsmart@LRS.com

This interactive workshop was designed for new users of Crystal Reports XI. 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.

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Prerequisites

Working knowledge of Windows 2000 or XP environment is required. Familiarity with relational database concepts (tables, fields, and records) is strongly recommended.

Detailed Class Syllabus

Basic Reporting

Defining the Purpose of the Report

Determining the Layout of the Report

Finding the Data

Organizing the Data for the Report

The Workbench

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 YourOrganization

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