How To Take This Class

Course Overview

This Crystal Reports XI Introduction Training course is the primary recommended course students should take if their job responsibilities require obtaining and formatting output from databases. In this course, students will build basic list and group reports that work with almost any database.

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 two day interactive Crystal Reports XI Training course was designed for new users of Crystal Reports XI. Some of the topics covered include a review of the software features, report design and the creation of presentation quality reports. The course incorporates a number of hands on exercises to reinforce the learning process.

What You'll Learn

Upon successful completion of this course, students will be able to:
  • Create a report by using data from an existing database.
  • Use a report to present specific data in the desired order.
  • Create groups to summarize report data.
  • Build formulas to calculate and display data.
  • Format reports.
  • Add and modify elements in a report.
  • Create single data series charts.
  • Distribute report data.

Course Duration

2 Days

Course Outline

  1. Before You Begin
    • Defining the Purpose of the Report
    • Determining the Layout of the Report
    • Finding the Data
    • Organizing the Data for the Report
  2. Creating a Report
    • Starting the Crystal Reports Program
    • Starting a New Report
    • Choosing a Data Source
    • The Main Components of the Design Window
    • Exploring the Toolbars
    • Managing Resources with Explorers
    • Placing Fields on the Report
    • Selecting and Sizing Objects
    • Browsing Field Data Moving and Aligning Objects
    • Using Guides and Guidelines to Move and Align Objects
    • Creating Text Objects
    • Saving the Report
    • Auto-saving the Report
    • Previewing the Report
    • Refreshing the Data
    • Getting Help
    • Challenge Exercise - Creating a Basic Report
  3. Formatting Features
    • Quick Formatting with the Template Expert
    • Using the Format Painter
    • Formatting Objects
    • Inserting Lines and Boxes
    • Drawing a Line
    • Drawing a Box
    • Inserting Graphics
    • Working with the Page Commands
    • Changing Page Orientation
    • Changing Margins
    • Working with Text Objects
    • Adding Fields into a Text Object
    • Formatting Part or All of an Object
    • Inserting Special Fields
    • Database Filters
    • Filtering Data with the Select Expert
    • Selecting Records with Multiple Criteria
    • Viewing and Editing the Select Formula
    • Case Sensitive vs. Case Insensitive
    • Record Selection Formula Templates
    • Challenge Exercise - Selecting Specific Records
    • Challenge Exercise - Selecting a Range of Values
  4. Report Grouping
    • When and Why to Group Records
    • Creating a Group
    • Group and Sort Direction
    • Customize Group Name Field
    • Modifying Groups
    • Creating Multiple Groups in a Report
    • Using the Group Tree to Navigate the Report
    • Reordering Groups
    • Summarizing Groups
    • Additional Summary Options
    • Grouping Data in Date/Time Intervals
    • Calculating Percentages
    • Ordering Groups Based on Their Subtotals Using the Group Sort Expert
    • Challenge Exercise - Grouping, Sorting, Summarizing
    • Challenge Exercise - Calculating Percentages
  5. Multiple Table Joins
    • Understanding Tables, Records and Fields
    • Learning About Linking
    • Adding Multiple Tables to a Report
    • Challenge Exercise - Using the Database Expert to Link Tables
  6. Creating Formulas
    • Understanding Crystal Formula Syntax without Being a Programmer
    • About the Formula Workshop
    • Using the Formula Workshop
    • Using the Formula Editor
    • The Formula Editor Toolbar
    • Performing Simple Number Calculations
    • Manipulating Dates with Formulas
    • Creating Boolean (True/False) Formulas
    • Creating String Formulas
    • Using Bookmarks to Navigate Through Formulas
    • Challenge Exercise - Creating String Formulas
    • Challenge Exercise - Doing Calculations
    • Challenge Exercise - Subtracting Dates
    • Challenge Exercise - Using Nested If Statements
  7. Conditional Formatting
    • The Highlighting Expert
    • Setting Highlighting Priorities
    • Formatting Sections
    • Formatting Sections Conditionally Conditionally
    • Formatting Fields
    • Challenge Exercise - Section Formatting and Conditional Formatting
  8. Summary Reports and Charts
    • Creating a Summary Report
    • Applying the Drill Down Feature
    • Applying the DrillDownGroupLevel
    • Producing Charts
    • Editing Charts
    • Formatting Charts
    • Using the General Chart Options
    • Modifying Individual Objects in the Chart
    • Using Auto-Arrange Chart
    • Applying Chart Templates
    • Challenge Exercise - Creating a Summary Report
    • Challenge Exercise - Charting
  9. Exporting Reports
    • Understanding Export Formats and Destinations
    • Using an HTML Format for Crystal Reports
    • Exporting to Windows Applications
    • Exporting to a Report Definition Format
  10. Default Options
    • Setting the Default Layout for Design and Preview Views
  11. Report Wizards
    • What are the Report Wizards?
    • Create a Report Using the Standard Report Creation Wizard
    • The Data Dialog Box
    • The Fields Dialog Box
    • The Grouping Dialog Box
    • The Summaries Dialog Box
    • The Group Sorting Dialog Box
    • The Chart Dialog Box
    • The Record Selection Dialog Box The Template Dialog Box
    • Challenge Exercise - Create a Report Using a Report Wizard

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