How To Take This Class

Course Overview

In this Crystal Reports 2011 Intermediate Training Course, students will create more complex reports using parameters, grouping, sub-reports, cross-tab reports and advanced formulas.

Course Prerequisites

Students should have experience navigating in a Windows environment. Some experience with Microsoft Access or an understanding of database concepts is also helpful. Students should also have attended, or have experience with the concepts in our Crystal Reports 2011 Introduction Course.

Course Audience

This course is designed for persons who have mastered the basics of Crystal Reports and now want to enhance their reports by using dynamic parameters, sub-reports, advanced forumulas and cross-tab reports.

What You'll Learn

Upon successful completion of this course, students will be able to:
  • Create automatic and manual running totals
  • Work with cross-tab reports
  • Add subreports
  • Use parameters to create dynamic reports
  • Create complex formulas
  • Add custom groups to a report
  • Create report alerts

Course Duration

2 Days

Course Outline

  1. Refresher Exercise
    • Review of Planning a Report
    • Creating the Report
    • Placing Fields on the Report
    • Creating the Formulas
    • Advanced Grouping
    • Selecting Certain Records
    • Helpful Hints for Formatting the Report
    • Adding and Working with Text Objects
    • Hiding and Suppressing Sections
    • Guidelines
  2. Power Formatting with Multiple Sections
    • Using Multiple Sections in Reports
    • Using the Section Expert to Work with Sections
    • Conditionally Formatting Multiple Sections
    • Challenge Exercise - Formatting with Multiple Sections
    • Challenge Exercise - Conditionally Formatting Using DrillDownGroupLevel
  3. Using the Running Totals Feature
    • Understanding Running Totals
    • Creating Running Totals for a List of Numbers
    • Conditional Running Totals
    • Challenge Exercise - Creating a Conditional Running Total
  4. Prompting with Parameters
    • Parameter Field Considerations
    • Creating a Parameter Field
    • Using a Parameter to Select Records
    • Using a Parameter Field
    • Using the Parameter Panel
    • Creating a Dynamic Value List for Parameter Values
    • Importing a Pick List
    • Adding Parameter Values to Text Objects
    • Allowing Multiple Values in Parameters
    • Using Multiple Parameter Fields in Reports
    • Specifying and Limiting a Range
    • Using Parameters in Conditional Formatting
    • Using an Edit Mask to Limit String Parameters
    • Sorting with a Parameter
    • Using a parameter to set N in a Top N Report
    • Cascading Parameters
    • Challenge Exercise - Using and Displaying Parameters
  5. Using Advanced Formula Features
    • Understanding How Crystal Reports Processes the Data
    • What Is a Pass?
    • Using Evaluation Time Functions
    • Working with Variables
    • Declaring a Variable
    • Assigning a Value to a Variable
    • Using a Variable in a Formula
    • Variable Scope
    • Separating Statements in Complex Formulas
    • Working with Arrays
    • Understanding the Evaluation Time Debugger
    • Challenge Exercise - Understand and Set Up the YTD Comparison Report
  6. Using Sub reporting as a Workaround Solution
    • Understanding Sub reports
    • Unlinked versus Linked Subreports
    • Creating an Unlinked Sub report
    • Linking a Subreport
    • Database Links versus Subreports in One-to-Many Situations
    • Formatting the Subreport
    • Passing Data from the Main Report into a Subreport
    • Creating On-Demand Subreports
    • Creating Hyperlinks
    • Using Subreports to Link "Unlinkable" Data
    • Challenge Exercise - Creating Reports with Linked Subreports
  7. Creating Powerful Groups
    • Creating Custom Groups
    • Customizing Group Sort Order
    • Using Group Selection to Filter the Records in the Report
    • Grouping on a Formula Field
    • Grouping Hierarchically
    • Challenge Exercise – Create Customized Grouping
    • Challenge Exercise - Using Group Selection
    • Challenge Exercise - Creating a Group
  8. Working with Cross-Tab Reports
    • Understanding How Cross-Tabs Affect Your Data
    • Creating a Cross-Tab Report
    • Creating a Cross- Tab with Multiple Rows or Columns
    • Applying a Formatting Style to the Cross-Tab
    • Customizing the Cross-Tab Format
    • Changing Background Colors
    • Formatting Individual Cells
    • Changing the Summary Operation
    • Suppressing Rows, Columns or Totals
    • Repeating Row Heading for Multi-Page Cross-Tabs
    • Using Alias Names for Column and Row Headings
    • Charting Cross-Tabs
    • Customizing Cross-Tab Group Names
    • Using the CurrentFieldValue Function
    • Challenge Exercise - Cross-Tab Reports
  9. Report Alerts
    • What are Report Alerts
    • Creating Report Alerts
    • Basing Report Formulas or Conditional Formatting on Report Alerts
    • Creative Usage for Report Alerts
    • Challenge Exercise - Using Report Alerts with Parameter

What Students Receive

Each student will receive:
  • A printed courseware manual with hands-on exercises and samples for use during and after class.
  • A PC headset for communicating with your instructor and fellow students during your Crystal Reports 2011 Training Class
  • A course completion certificate upon successful completion of your Crystal Reports 2011 Training course
  • Six months of post-class email support from a Crystal Reports 2011 Instructor