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Course Overview

Crystal Reports 2011 enhances report building and report processing techniques with many new value-added features. In this Crystal Reports 2011 Introduction Training course, students will create a basic report by connecting to a database and modifying its presentation.

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.

Course Audience

This course is designed for persons who need output from a database. In some cases, database programs have limited reporting tools, and/or such tools may not be accessible. Students may or may not have programming and/or SQL experience.

What You'll Learn

Upon successful completion of this course, students will be able to:
  • Explore the Crystal Reports 2011 interface.
  • Create a basic report and modify it.
  • Use formulas for filtering data.
  • Group report data.
  • Enhance a report.
  • Create a parameterized report.
  • Distribute reports.

Course Duration

2 Days

Course Outline

  1. Exploring Crystal Reports 2011
    • Crystal Reports 2011 Interface
      • Report Development
      • Touring Crystal Reports
    • Toolbar Overview
    • Program Customization
    • Viewing a Sample Report
    • Report Layout
      • Navigation Tabs
      • Conditionally Formatted Fields
      • Grouping
      • Subtotals
      • Design Tab
      • Preview Tab
      • Close the report
  2. Creating and Modifying Reports
    • Creating a Report
      • Defining a Report
      • Data Sources
      • Creating a Report
      • The Database Expert Tool
    • Exploring the Design tab
      • Report Sections
    • Adding Fields to a Report
    • Adjusting Field Position and Size
      • Resizing Fields
      • Moving Fields
    • Previewing Field Data
    • Aligning Field Data
      • Selecting Fields
      • Aligning Fields
    • Creating a Text Object
    • Saving the Report
      • Saving the Data with the Report
    • Previewing Report Data
      • Preview Data Methods
      • Navigating the Previewed Data
      • Locally Stored Data
  3. Formatting Number-based Fields
    • Formatting Introduction
    • Accessing the Formatting Options for a Field
    • Formatting Numbers
    • Formatting Currency
    • Formatting Date and Time
  4. Grouping, Sorting and Filtering
    • The Importance of Grouping Records
      • The Group Expert
    • Sorting Records with the Record Sort Expert
    • Filtering Records with the Select Expert
      • The Stages of Filtering
      • Select Expert Filter Methods
      • Implementing Record Filters with the Select Expert
      • Filtering Records with Multiple Criteria
      • Modifying Existing Filter Criteria
      • Deleting Filter Criteria
      • Changing Multiple Filter Criteria Logic
    • Creating Group Summary Calculations
      • Summary Operators
      • Grand Totals
      • Group Totals
    • Cleaning Up the Report
    • Calculating Percentages in Summaries
    • Sorting Groups According to Subtotal Rankings
  5. Additional Formmatting Objects
    • Adding Lines
      • Accessing the Formatting Options for a Line
      • Adding Vertical Lines to a Report
    • Adding Boxes
      • Accessing the Formatting Options for a Box
    • Inserting Graphics
    • Formatting Page Options
      • Printer Options
      • Page Options
      • Margins
    • Combine Fields with Text Objects
    • Insert Special Fields
      • Special Fields
      • Document Properties
  6. Working with Formulas
    • Creating a Formula
      • Crystal Formula Syntax
      • Formula components and syntax
    • The Formula Workshop
      • Toolbars
      • Workshop Tree
      • Formula Editor
      • Tables and Fields
      • Functions
      • Operators
    • Simple Formulas
      • Checking for Syntax Errors in Formulas
      • Recycling Formula Fields
    • Handling NULL Values
      • Crystal Reports – How Nulls are handled
      • Handling Nulls via formulas
  7. Working with Multiple Tables
    • Understanding Database Components
      • Fields
      • Tables
      • Records
      • Keys
    • Joining Tables and Join Types
      • Outer Join
      • Inner Join
      • Left Join
      • Right Join
    • Adding Multiple Tables with the Database Expert
      • Linking Multiple Tables
  8. Conditional Formatting
    • Formatting Section Behavior
      • Common Tab
      • Paging Tab
      • Color Tab
      • Layout Tab
    • Formatting Sections with Conditional Logic
    • Suppressing Sections Conditionally
      • Hiding vs. Suppressing
    • Formatting Fields Conditionally
  9. Summary Reports and Charting
    • Creating a Summary Report
      • Hide: (Drill-Down OK)
      • Suppress (No Drill-Down)
    • Utilizing Drill-Down to View Report Details
    • Creating Charts with the Chart Expert
      • Placing and Sizing Charts
    • Formatting and Editing Charts
      • The Data Tab
      • The Type Tab
      • The Axes Tab
      • The Options Tab
      • The Color Highlight Tab
      • The Text Tab
      • Modifying Existing Charts
      • Zooming In and Out on Charts
    • Formatting Individual Chart Objects
      • Chart Expert
      • Format Chart
      • Format Background
      • Chart Options
      • Auto-Arrange
  10. Exporting Reports
    • The Need to Export
      • Export Types
    • Export Formats
      • Character Separated Values
      • Crystal Reports (RPT)
      • RPTR
      • RTF
      • Microsoft Excel
      • HTML (3.2 and 4.0)
      • PDF (Portable Document Format)
      • Text
      • Microsoft Word
      • XML
      • Record Style – Column with spaces
      • Record Style – Column without spaces
      • Report Definition
    • Export Destinations
      • Application
      • Disk File
      • Exchange Folder
      • MAPI (Messaging Application Programming Interface)
    • Previewing with HTML

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

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What Students Are Saying

I had a wonderful experience in the class. I had no experience with Crystal Reports at the beginning of the week and now I feel comfortable enough to create basic to intermediate reports all on my own. Joel was a wonderful instructor and provide real life feedback and training to better assist me with learning the new skills.
Kim Y., Aramco
With a low student/instructor ratio, I felt more like I was working with a personal tutor than just one of many in a large class. The instructor was super knowledgeable and personable. The entire class was very useful and enjoyable. This class was a very valuable use of my time.
Ken W., FM Industries
I learned a ton of information in two days, and appreciated our instructor’s enthusiasm for the program as well as his ability to answer questions clearly and offer examples. I asked a question that he did not know the answer to, and he did some research at the break and came back with a solution. I can visualize how my office could use Microsoft Project to more effectively manage projects, and I look forward to trying out the tools and shortcuts I’ve learned in class.
Amy F., Golden Gate Bridge Highway District
This was a very thorough class and the instructor was extremely knowledgeable and easy to follow. He was able to answer all my questions and provide relevant examples. I would highly recommend.
Ellen L., Advanced Testing Laboratory
I really enjoyed the Microsoft Access class. It was very informative and It was very easy to understand. It was great that it was a live instructor and Seth was able to answer questions on the spot. Seth was an awesome trainer and would highly recommend him!
Denise M., Fossil

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