Crystal Reports Training - Provisional Course Outlines

All outlines can be adapted to the needs of the individual or organisation

Crystal Reports V11 Basic Course Outline

 

This is a two-day course.

 

Objectives of the course

 

On completion of the course, learners will be able to:

• Create a report by selecting a data source and adding fields

• Format a report

• Sort records within a report

• Select records within a report by applying criteria

• Group records within a report

• Insert summary fields

• Create basic formulae and functions

• Use the Database Wizard

• Use wizards for creating mailing labels and cross-tab reports

• Export reports

 

Course Outline

 

First steps in Crystal Reports

• Exploring the Crystal Reports window

• Opening reports

• Setting file options

• Creating new reports

• Saving reports

• Adding fields to a report

• Resizing and aligning report fields

• Use the Help facility

 

Formatting a report

• Formatting fields

• Adding lines and boxes

• Conditional formatting

 

Sorting records

 

Selecting records

• Select Expert

• Selecting records based on one criterion

• Selecting records based on multiple criteria

 

Grouping records

• Creating groups

• Modifying groups

• Displaying groups in a specified order

• Setting group options

 

Summary fields

• Subtotals

• Grand totals

• Group Sort Expert

 

Formulas and functions

• The Formula Workshop

• Creating a formula

• Modifying a formula

• Date and time functions

• String functions

• Mathematical functions

 

The Database Expert

• Linking tables

 

Wizards

• Standard Report Creation Wizard

• Mailing Labels Report Creation Wizard

• Cross-Tab Report Creation Wizard

 

Exporting reports

• Exporting to Excel

• Exporting to HTML

• Sending reports by e-mail

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Crystal Reports V11 Advanced Course Outline

 

This is a two-day course.

 

Objectives of the course

 

On completion of the course, learners will be able to:

• Create and use parameter fields

• Create and modify running totals

• Use variables, arrays and ranges in formulae

• Create a formula using multiple functions

• Use the Evaluation Time functions in a formula

• Use For and While constructs

• Create charts

• Create maps

• Format complex charts

• Create alerts

• Create subreports

• Use the Repository Explorer

• Use the Workbench

• Access data from various data sources

• Create SQL queries

 

Course Outline

 

Selecting data

• Using parameter fields to filter data

• Using a pick list to select data

• Selecting data within a date range

 

Complex formulae and functions

• Running totals

• Creating formulae using variables

• Creating formulae using arrays

• Creating formulae using ranges

• Creating formulae using multiple functions

• Evaluation Time functions

• For and While loops

 

Charts

• Creating a chart

• Modifying a chart

 

Maps

• Creating a map

• Customising a map

 

Formatting complex reports

• Using the Section Expert

• If-then-else conditional formatting

• Using parameter fields in conditional formatting

• Hyperlinks

• OLE objects

 

Alerts

• Creating alerts

• Modifying alerts

• Deleting alerts

 

Subreports

• Creating unlinked subreports

• Creating linked subreports

• Creating on-demand subreports

 

The Repository Explorer

 

Advanced Data Access

• ODBC data sources

• SQL

 We provide computer training in Richmond, Twickenham, Kingston, Hounslow, Brentford, Putney, to London and the M25 corridor.

Please contact us for further details.