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Crystal Reports Intermediate 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 Intermediate Training Course, students will build on their existing knowledge of Crystal Reports to create more complex reports for specific business scenarios. The course starts with a quick review of building basic Crystal Reports and then quickly moves on to more intermediate topics like using multiple sections in your report to create alternating or conditional Group or Page Headers. Students will also learn how to use Running Totals in a Crystal Report, which allow a user to summarize only specific data in a report (unlike Subtotals and Grand Totals, which don’t provide as much control over which data is included in an aggregation.) In addition, the course covers the use of Parameters in a Crystal Report, which makes a report more dynamic by actually prompting the user, for instance, to enter a month or date range they would like to run the report against. As students progress through the course, they will also see how to create more advanced formulas that use variables and arrays to hold values for use in other places in the report. Another key takeaway for students in this course is how to use Subreports in situations where data from multiple, potentially unrelated, tables needs to be brought together in one report. The course continues with a lesson on how to sort, filter and create custom Groups in a report. And, finally, students will see the power and flexibility of Cross-Tab reports and Cross-Tab charts in Crystal and how they can be used to summarize data quickly and efficiently.

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

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 Introduction Training Course.

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

  1. Review of Crystal Report Basics
    • Planning a Report
    • How to Create a Report
    • Placing Fields on the Design Surface
    • Creating Formulas
    • Advanced Grouping Techniques
    • Filtering Records
    • Formatting the Report
    • Working with Text Objects
    • Hiding and Suppressing Sections
  2. Creating Complex Reports with Multiple Sections
    • How to Create Multiple Sections in a Report
    • Using the Section Expert
    • Using Conditional Formatting With Multiple Sections
    • Using Built-In Functions to Format Sections
  3. Creating Running Totals
    • What is a Running Total and Why Do You Need One?
    • Creating Running Totals
    • Using Conditional Running Totals
  4. Using Parameters in a Report
    • When to Use Parameters in a Report
    • How to Create a Parameter Field
    • Using a Parameter to Filter Records
    • How to Use the Parameter Panel
    • Using a Dynamic Value List for Parameter Values
    • Importing a List of Parameter Values
    • Using a Parameter Value in a Text Object
    • Enabling Multiple Value Selection in a Parameter
    • Using Multiple Parameter Fields in a Report
    • Limit Parameter Input with Ranges
    • Using Parameters to Conditionally Format a Report
    • Using Edit Masks to Limit Parameter Input
    • Sorting a Report Based on a Parameter Value
    • Using Cascading Parameters in a Report
  5. Creating Advanced Formulas
    • Where to Place Your Formula
    • Why Some Formulas Don’t Work Correctly
    • Using Variables in a Formula
    • How to Declare a Variable
    • How to Assign a Value to a Variable
    • Using a Variable in a Formula
    • Where Can Variables be Used in Crystal
    • Syntax Rules for Complex Formulas
    • Understanding What an Array Is
    • How to Find and Fix Errors in a Formula
  6. Using Subreports in Crystal
    • Understanding Subreports
    • Linked and Unlinked Subreports
    • Creating an Unlinked Subreport
    • Creating a Linked Subreport
    • Using Subreports in One-to-Many Situations
    • Formatting Subreports
    • How to Pass Data from the Main Report to a Subreport
    • Creating On-Demand Subreports
    • How to Link “Unlinkable” Data
  7. Advanced Grouping
    • Using Custom Groups in a Report
    • Controlling Group Sorting Order
    • Filtering Groups in a Report
    • Grouping using Formula Fields
    • Hierarchical Grouping Scenarios
  8. Using Cross-Tab Reports in Crystal
    • What is a Cross-Tab Report
    • Creating a Cross-Tab Report in Crystal
    • Creating a Cross- Tab with Multiple Rows or Columns
    • Formatting a Cross-Tab Report
    • Changing Background Colors
    • Formatting Cross-Tab Cells
    • Using Summary Operators
    • Suppressing Cross-Tab Rows, Columns or Totals
    • Repeating Row Headings
    • Using Aliases for Headings
    • Cross-Tab Charts
    • Using Cross-Tab Group Names
    • Accessing Field Values in Formulas
  9. Using Report Alerts
    • What are Crystal Report Alerts
    • How to Create Report Alerts
    • Uisng Report Alerts in Formulas and Formatting
    • Using Report Alerts with Parameters

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

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