How To Take This Class

Course Overview

This two-day Crystal Reports Intermediate Training is designed to enhance student's basic report writing skills and move them into creating more complex reports. Time will be spent walking through the tips and tricks of advanced report writing along with a good amount of hands on practice. In addition, students will cover professional design, techniques, sub-reporting and advanced formulas. This course incorporates a number of hands on exercises that reinforce the learning process

Course Prerequisites

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

Course Audience

This course is designed for a person who needs output from a database. In some cases, database programs have limited reporting tools, and/or they may not have access to those tools. 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:
  • Work with report sections
  • Use the Running Totals Feature
  • Use Report Parameters
  • Work with Advanced Formulas
  • Use Sub Reports
  • Use Report Groups
  • Work with Cross-tab Reports
  • Use 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
    • Advanced Drill Down Group Level
    • Challenge Exercise - Formatting with Multiple Sections
    • Challenge Exercise - Conditionally Formatting Multiple Sections
  3. Using the Running Totals Feature
    • Understanding Running Totals
    • Creating Running Totals for a List of Numbers
    • Conditional Running Totals
    • Challenge Exercise - Creating 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
    • Creating a Dynamic Value List for Parameter Values
    • Importing a Pick ListAdding
    • Parameter Values to Text Objects
    • Allowing Multiple Values in Parameters
    • Using Multiple Parameter Fields in Reports
    • Specifying and Limiting a Range for a Parameter
  5. Prompting with Parameters (cont...)
    • 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 Parameters
  6. 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
    • Challenge Exercise - Understand and Set Up the YTD Comparison Report
    • Challenge Exercise - Declare Variables and Conditionally Assign Values to Them
  7. 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
    • Creating On-Demand Subreports
    • Creating Hyperlinks
    • Using Subreports to Link "Unlinkable" Data
    • Challenge Exercise - Creating Reports with Linked Subreports
  8. Creating Powerful Groups
    • Using the Group Expert
    • Using a Field Name to Customize the Group Name
    • Using a Formula to Customize the Group Name Field
    • Creating Custom Groups
    • Grouping on a Formula Field
    • Using Group Selection to Filter the Records in the Report
    • Grouping Hierarchically
    • Create Customized Grouping
    • Brain Teaser - Using Group Selection
    • Challenge Exercise - Creating a Group Using a Formula
  9. Working with Cross-Tab Report
    • 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
    • Challenge Exercise - Cross-Tab Reports
  10. Report Alerts
    • What are Report Alerts
    • Creating Report Alerts
    • Challenge Exercise - Using Report Alerts with Parameter
  11. Report Templates
    • What is a Report template
    • Standard Report Creation Wizard and Templates
    • The Template Expert
    • Applying a Template and the consequences
    • Template Considerations
    • Creating Your Own Templates
    • Inserting Template Fields
    • Formatting Template Fields
    • Giving Template Fields a Value

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 XI Training Class
  • A course completion certificate upon successful completion of your Crystal Reports XI Training course
  • Six months of post-class email support from a Crystal Reports XI Instructor