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APCR131 - Crystal Reports 2013 Designer 1

This two-day, interactive workshop 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.

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Prerequisites


Working knowledge of Windows 2000 or XP environment is required. Familiarity with relational database concepts (tables, fields, and records) is recommended.

Detailed Class Syllabus


Creating a Simple 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
Autosaving the Report
Previewing the Report
Refreshing the Data
Using the Status Bar
Getting Help

Formatting Features


Quick Formatting with the Template Expert
Formatting Objects
Format Painter
Inserting Lines and Boxes
Drawing a Line
Drawing a Box
Inserting Graphics
Working with the Page Commands
Working with Text Objects
Adding Fields into a Text Object
Formatting Part or All of an Object
Inserting Special Fields

Selecting Specific Records from the Database


Filter Types of the Select Expert
Database Filtering with the Select Expert
Selecting Records with Multiple Criteria
Viewing and Editing the Select Formula
Case Sensitive vs. Case Insensitive
Record Selection Formula Templates

Grouping and Sorting Data


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 Preview Panel
Using the Group Tree to Navigate the Report
Reordering Groups
Sorting Records within a Group
Using the Sort Control
Summarizing Groups
Additional Summary Options
Grouping Data in Date/Time Intervals
Calculating Percentages
Crystal Reports® 2013
Designer 1 Workshop
© ITCourseware, LLC 2
Crystal Reports® 2013 Designer 1 Workshop
Ordering Groups Based on Their Subtotals Using the Group Sort Expert

Combining Multiple Tables


Understanding Tables, Records, and
Fields
Learning about Linking
Adding Multiple Tables to a Report

Creating and Using 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

Conditional Formatting


Formatting Sections
Formatting Sections Conditionally
Conditionally Formatting Fields

Creating Summary Reports and


Creating a Summary Report
Applying the Drill-Down Feature
Applying the DrillDownGroupLevel Producing Charts
Editing Charts
Formatting Charts
Using the Chart Options
Modifying Individual Objects in the Chart
Using the Chart Options
Modifying Individual Objects in the Chart
Applying Chart Templates

Exporting Your Reports


Understanding Export Formats and Destinations
Using the PDF Format for Crystal Reports
HTML Preview
Exporting to Windows Applications
Exporting to a Report Definition Format

Using the 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