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Crystal Reports Advanced Training

Course Duration: 2 Days

This Course Covers Version(s): Crystal Reports 2008, 2011, 2013, 2016 and 2019. (Does not cover version XI)

  • Live Class with Instructor
  • Digital Course Manual
  • Hands-on Labs
  • One Year Access to Recorded Course

In this Crystal Reports Advanced Training course, students will create complex reports from data sources using SQL statements, they will also see how to create complex formulas and perform loops and use conditional logic within a formula. Students will also learn how to create more sophisticated cross-tabs reports and tips and tricks for using parameters effectively. This course introduces students to the concepts that form the foundation for connecting to different types of data sources, including ODBC and OLE DB. Connecting to relational databases, flat files, Access, Excel and other data sources are discussed and the difference between using Native versus Generic database drivers is covered as well. This course helps students to improve the performance of their reports and tackle real-world situations where data is drawn from multiple different data sources and linked in a Crystal Report. The course also discusses how to handle moving a report from design/testing to production and reconnecting to a data source when it has moved or changed. Students will also be introduced to using Stored Procedures, SQL Command Objects and database Views as the basis for their reports. Significant time is spent on understanding control and decision structures in Crystal Reports formulas, such as Select Case and For and Do While Loops. Students will also learn how to create their own reusable custom Functions in Crystal and the benefits for doing so. This course also guides students on creating and modifying advanced Cross-Tab reports that allow for the custom display of aggregated data.

Upon successful completion of this course, students will be able to:

  • Work with native data drivers to connect to data.
  • Work with ODBC, OLE DB and other drivers to connect to data.
  • Work with simple to complex SQL statements.
  • Create conditional logic within a formula.
  • Create complex cross tab reports.
  • Use parameters in reports more effectively.

Students should have completed, or have experience with, topics covered in the Crystal Reports Introduction and Crystal Reports Intermediate Training courses.

This course is designed for people who know how to create basic list and group reports and need to create reports that include advanced formulas, and reports that may be based on more complex SQL statements. No prior knowledge of SQL is necessary to attend this course, but some familiarity is helpful.

  1. Quick Review
    • How to Plan a Report
    • Creating Reports
    • Adding Fields to the Report
    • Advanced Grouping
    • Filtering Records
    • Group Sorting
    • Group Charting
  2. Advanced Database Techniques
    • SQL Defined
    • Why Use Native Database Drivers
    • Using ODBC to Connect
    • Using OLE DB to Connect
    • How to Choose Between ODBC, OLE DB or Native
    • Linking Database Tables
    • Using Table Aliases in Joins
    • Changing Join Types
    • How to Handle Changes in the Database
    • How to Verify the Database
    • How to Set the Data Source Location
    • What to Do When Fields Change
    • Using Database Views in Crystal
    • Using Stored Procedures in Crystal
    • Using SQL Commands in Crystal
    • Creating a SQL Command
  3. Creating Advanced Formulas
    • Branching with the Select Case Statement
    • Using the For Loop Control Structure
    • Using While… Do Loops
    • Using Do… While Loops
    • Using Arrays to Store Data
    • Using the Split Function to Retrieve Array Data
    • Array Sizing Limitations
  4. Creating Your Own Custom Functions
    • What is a Custom Function
    • Passing Information to Functions
    • When to use a Custom Function
    • Using the Custom Function Editor
    • Using Crystal Syntax versus Basic Syntax
    • Setting Custom Function Properties
    • Using the Formula Expert and Custom Functions
    • Convert Existing Formulas to Functions
    • Custom Function Limitations
  5. Creating Efficient Reports
    • How to View Database Requests
    • Strategies for Efficient Report Performance
    • Using SQL Statements
    • Understanding Record Selection and Performance
    • Viewing Report Performance Information
    • Viewing Report Definitions
    • Using Saved Data in a Report
    • Understand Report Processing
    • Getting the Latest Report Changes
    • Viewing Performance Timing
    • Using Server Based Grouping
    • Using the Select Distinct Command
  6. Advanced Cross-Tab Reports
    • Understanding the Cross-Tab Grid
    • Identify Cross-Tab Parts
    • Using Row and Column Indexes
    • Using Summary Indexes
    • Grid Value Functions
    • Embedded Summaries
    • Conditionally Format Embedded Summaries
    • Using Calculated Members
  7. Advanced Report Design Techniques
    • Creating Manual Cross-Tabs
    • Advanced Subreport Formatting
    • Advanced Parameter Techniques
    • Using Custom Fonts in a Report

This course does not align to a specific exam or certification.

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  • Customizable to your needs.
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