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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

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

  • Create a chart

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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