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Crystal Reports XI: Level 1 - 2 days training

Crystal Reports Training Courses from Systematix
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you will learn how to

  • Develop reports using Crystal Reports using data from an existing database
  • Use reports to transform data into meaningful information
  • Create groups to summarize report data
  • Build formulas to calculate and display data with the Formula Workshop
  • Format and enhance reports, add and modify elements in a report
  • Create charts with Drill-Down
  • Distribute report data via PDF and export data

course benefits

Information is critical to making sound business decisions. However, too much data or information presented in a manner that has no meaning has little or no value. By using Crystal Reports, you can build reports that extract and summarize the data you need and present the data so that it is meaningful to you and others who view those reports.

In this hands-on course, you gain practical experience using Crystal Reports to connect to existing databases, retrieve raw data, format the data, create and present meaningful reports and distribute data by various methods.

who should attend

This course is valuable for people involved in creating reports from databases. Experience using Windows and working with a word processor or spreadsheet is assumed.

hands-on training

You gain valuable hands-on experience using Crystal Reports to turn data into useful information. Practical exercises include:

  • Building reports from the beginning, step by step
  • Selecting, sorting and displaying the required data
  • Creating multi-level group reports with summmary information
  • Adding business logic to your report with the formula language
  • Formatting report page layout and enhancing contents
  • Simplifying information using charts and graphs
  • Designing a chart with drill-down capabilities
  • Distributing reports and exporting data

You gain valuable hands-on experience using Crystal Reports to turn data into useful information. Practical exercises include:

course content

Creating a Report

  • Set Default Report Settings
  • Specify Fields for a New Report
  • Preview a Report
  • Modify Field Display
  • Add a Report Title
  • Position Fields
  • Add Fields from Other Tables

Displaying Specific Report Data

  • Find Data
  • Sort Data
  • Filter Data by a Single Criterion

Grouping Report Data

  • Insert a Group
  • Add Summaries
  • Format Summary Information
  • Change Group Options
  • Add a Second-Level Grouping
  • Filter Records by Group
  • Create a Top N Sort Group

Building Formulas

  • Create a Formula
  • Edit a Formula
  • Combine Fields by Formula
  • Delete a Formula
  • Filter Data by Multiple Criteria
  • Modify a Filter Using an OR Operator
  • Create a Parameter Field
  • Account for Null Fields in a Formula

Formatting Reports

  • Remove White Space
  • Insert Page Header/Footer Data
  • Add Borders, Boxes, and Lines
  • Change Field Background Color
  • Change the Margins

Enhancing Reports

  • Add a Watermark
  • Insert Objects Using Object Linking and Embedding
  • Modify Formatting Based on Data Value
  • Suppress Report Sections
  • Insert Hyperlinks
  • Hide Blank Report Sections

Creating Pie Charts

  • Create a Pie Chart with a Drill-Down
  • Modify Chart Text
  • Format a Chart
  • Present a Chart by Group

Distributing Data

  • Export to a PDF File
  • Export to a Microsoft Excel File
  • Export to an Access Database File
  • Export a Report Definition
  • Create Mailing Labels

Crystal Reports XI: Level 1 course manual

Crystal Reports Training Manual - example page

As a Learning Guide

Each lesson covers one broad topic or set of related topics. Lessons are arranged in order of increasing proficiency with Crystal Reports skills you acquire in one lesson are used and developed in subsequent lessons. For this reason, you normally work through the lessons in sequence.

We organized each lesson into results-oriented topics. Topics include all the relevant and supporting information you need to master Crystal Reports, and activities allow you to apply this information to practical hands-on examples. You get to try out each new skill on a specially prepared sample file. This saves you typing time and allows you to concentrate on the skill at hand. Through the use of sample files, hands-on activities, illustrations that give you feedback at crucial steps, and supporting background information, this book provides you with the foundation and structure to learn Crystal Reports XI quickly and easily.

As a Review Tool

Any method of instruction is only as effective as the time and effort you are willing to invest in it. In addition, some of the information that you learn in class may not be important to you immediately, but it may become important later on. For this reason, we encourage you to spend some time reviewing the topics and activities after the course. For additional challenge when reviewing activities, try the “What You Do” column before looking at the “How You Do It” column.

As a Reference

The organization and layout of the book make it easy to use as a learning tool and as an afterclass reference. You can use this book as a first source for definitions of terms, background information on given topics, and summaries of procedures.

Crystal Reports is a registered trademark of Business Objects.