How To Take This Class

Course Overview

In this Crystal Reports XI 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 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.

Course Prerequisites

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

Course Audience

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. Students attending this course 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:
  • 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.

Course Duration

2 Days

Course Outline

  1. Refresher Exercise
    • Review of Planning a Report
    • Creating the Report
    • Placing Fields on the Report
    • Advanced Grouping
    • Selecting Certain Records
    • Group Sorting
    • Group Charting
  2. Custom Functions
    • What is a Custom Function
    • Function Arguments
    • When to use a Custom Function
    • Using the Custom Function Editor
    • Using Crystal Syntax
    • Using Basic Syntax
    • Custom Function Properties
    • Using the Formula Expert and Custom Functions
    • Using the Formula Extractor
    • Custom Function Limitations
  3. Using the Advanced Formula Features
    • Advanced Formula Syntax
    • Review If…Else…Then Expressions
    • Select Case
    • Immediate IF (IIF)
    • For Loops
    • Exit For
    • Join Function
    • Split Function
    • Array Sizing Limitations
  4. Crystal Reports, Data Access and SQL
    • What is SQL
    • Direct Database Drivers
    • ODBC
    • OLE DB
    • Viewing the SQL
    • SQL Commands
    • Creating an SQL Command
    • Adding Parameters to the SQL Command
    • SQL Expressions
    • Creating an SQL Command
  5. Advanced Database Concepts
    • Using the Database Expert for Linking
    • Order Links Dialog
    • Index Legend Dialog
    • Link Options Dialog
    • Adding and removing Databases/Tables
    • Adding a table Multiple Times
    • Changing Join Types
    • Database Changes
    • Database Verification
    • Set Data Source Location
    • Re-mapping Database Fields
    • Views
    • Stored Procedures
    • Non-ODBC Connection Types
  6. Running Reports Efficiently
    • Understanding What Crystal Sends to the Database
    • Strategies for Efficient Report Performance
    • Using the SQL Statement
    • Record Selection and Performance
    • Performance Information
    • Report Definition
    • Saved Data
    • Processing
    • Latest Report Changes
    • Performance Timing
    • Server Based Grouping
    • Select Distinct Command
  7. Manual Cross-Tab Reports
    • What is a Manual Cross-Tab
    • Creating a Cross-Tab Object
    • Creating a Cross-Tab without the Expert
  8. Tips and Tricks
    • Formatting Subreports
    • Parameter Tricks
    • Conditional Formatting
    • Formatting Page Headers
    • Using Unique Fonts in the Report
    • String Fields and Dates
    • Dates Activity
  9. OLAP Reporting
    • OLAP Explanation
    • OLAP Servers
    • Creating an OLAP Report
    • Formatting and OLAP Report