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APCR2011 - Crystal Reports 2008/2011 Designer 1

This two day, interactive workshop was designed for new users of Crystal Reports 2008 - 2011. 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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Working knowledge of Windows 2000/XP/Vista environment is required. Familiarity with relational database concepts (tables, fields, and records) is strongly recommended.

Detailed Class Syllabus

Module 1: 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

Module 2: Formatting Features

Quick Formatting with the Template Expert
Formatting Objects
Format Painter
Inserting Lines and Boxes
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

Module 3: 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

Module 4: 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
Ordering Groups Based on Their Subtotals Using the Group Sort Expert

Module 5: Combining Multiple Tables

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

Module 6: Creating and Using Formulas

Understanding Crystal Formula Syntax without Being a Programmer
Using the Formula Workshop and 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

Module 7: Conditional Formatting

Formatting Sections
Formatting Sections Conditionally
Conditionally Formatting Fields

Module 8: Creating Summary Reports and Charts

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

Module 9:Exporting Your Reports Within Your Organization

Understanding Export Formats and Destinations
Adobe Acrobat (PDF)
Microsoft Excel 97-2003 (XLS)
Microsoft Excel 97-2003 Data only (XLS)
Microsoft Word (97-2003)
Text (TXT)
Using the PDF Format for Crystal Reports
HTML Preview
Exporting to Windows Applications
Exporting to a Report Definition Format

Module 10: 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 Chart Dialog Box
The Record Selection Dialog Box
The Template Dialog Box