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Course Description
Crystal Reports XI:
Report Design I - Fundamentals of Report
Design
Description: This two-day instructor-led course
is designed to give students comprehensive skills and in-depth knowledge
to plan and create reports that will help them analyze and interpret important
information.
After completing the course, students will be able to:
- Plan a report
- Create a report
- Organize data on a report
- Format a report
- Create basic formulas
- Apply section formatting
- Apply conditional reporting
- Present data visually
- Distribute a report
Audience: This course is designed for report designers,
new to Crystal Reports, who are responsible for creating and distributing
reports.
Duration: 2 days
Prerequisites: To be successful, students who
attend this course must have a working knowledge of:
- Microsoft Windows
- Microsoft Excel
- Relational databases, or is familiar with relational database concepts
- Microsoft Internet Explorer or Netscape Navigator.
Topics Covered:
| Planning a Report
- Define database concepts
- Plan the layout & content of a report
- Develop a prototype of a report
Selecting Records
- Define the Select Expert
- Determine the record selection criteria
- Define saved & refreshed data
- Apply record selection
- Apply additional record selection criteria
- Modify record selection
- Apply time-based record selection
Creating a Report
- Connect to a data source
- Add tables
- Define the design environment
- Insert objects on a report
- Preview & save a report
- Position & size objects
- Format objects
Organizing Data on a Report
- Sort records
- Group records
- Summarize data
Applying Section Formatting
- Format sections
- Create a summary report
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Formatting a Report
- Add graphical elements
- Combine text objects with database fields
- Format individual elements of a text object
- Apply specialized formatting
- Insert fields with pre-built functions
Representing Data Visually
Distributing Reports
- Export a report
- Save a report to Crystal Enterprise
Creating Basic Formulas
- Define a formula
- Create a formula
- Apply Boolean formulas
- Apply If-Then-Else formulas
- Apply data calculations
- Apply number calculations
- Apply string manipulation
Applying Conditional Reporting
- Determine trends in data
- Format data conditionally
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