Comprehensive Crystal Reports Private Training

$2,000.00 per person

Looking for a comprehensive Crystal Reports training class?  In this class you will learn how to create groups, totals, formulas, bar charts, and summary reports.  You will also learn important skills such as formatting, filters, conditional formatting, and exporting reports to Excel and PDF.  Additionally, you will learn how to use multiple sections, running totals, variables, advanced formulas, subreports, advanced group concepts, cross-tabs, and report alerts.  Also, learn everything you’ll ever need to know about parameters, including the power and flexibility parameters provide to report developers.

Since there are only very minor differences in Crystal Reports 2008, 2011, 2013, and 2016, this class is offered to anyone using Crystal Reports 2008 or later versions. However, Crystal Reports 2016 contains several new features that will be covered in the training.

 

  • Private class for individuals or groups
  • Live class with an instructor
  • Hands-on exercises and student labs

Please call us to schedule your class prior to completing your online registration.

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SKU: Comprehensive Crystal Reports Training 2 Category:

Crystal Reports Comprehensive private class for Versions 2016, 2013, 2011, and 2008

Duration: 5 Days, 10-5 ET

Attendees will receive the following:

  • A printed manual with hands-on exercises and samples for use during and after class.
  • 12 months of post-class email support from your Crystal Reports instructor
  • Two (2) free remote support session for each online class – $250 value

Prerequisites

  • All attendees should have basic understanding of database concepts.
  • Programming experience is not required.

Computer Setup

  • Crystal Reports must be installed on your computer
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  • Computer headset; If a headset is not available, you can call in via phone (long distance charges may apply)
  • Class Files – After registering for your class, you will receive an email with instructions for setting up the class files on your computer

Outline

Creating a 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
  • Auto-saving the Report
  • Previewing the Report
  • Refreshing the Data
  • Using the Status Bar
  • Getting Help
  • Challenge Exercise – Creating a Basic Report

Formatting Features

  • Quick Formatting with the Template Expert
  • Using the Format Painter
  • Formatting Objects
  • Inserting Lines and Boxes
  • Inserting Graphics
  • Working with the Page Commands
  • Changing Page Orientation
  • Changing Margins
  • Working with Text Objects
  • Adding Fields into a Text Object
  • Formatting Part or All of an Object
  • Inserting Special Fields
  • Challenge Exercise – Formatting Features

Database Filters

  • Filtering Data with the Select Expert
  • Selecting Records with Multiple Criteria
  • Viewing and Editing the Select Formula
  • Case Sensitive vs. Case Insensitive
  • Record Selection Formula Templates
  • Challenge Exercise – Selecting Specific Records
  • Challenge Exercise – Selecting a Range of Values

Report Grouping

  • 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 Group Tree to Navigate the Report
  • Reordering Groups
  • 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
  • Challenge Exercise – Grouping, Sorting, Summarizing
  • Challenge Exercise – Calculating Percentages

Multiple Table Joins

  • Understanding Tables, Records, and Fields
  • Learning About Linking
  • Adding Multiple Tables to a Report
  • Challenge Exercise – Using the Database Expert to Link Tables

Creating 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
  • Challenge Exercise – Creating String Formulas Challenge
  • Exercise – Creating String Formulas
  • Challenge Exercise – Doing Calculations
  • Challenge Exercise – Subtracting Dates
  • Challenge Exercise – Using Nested If Statements

Conditional Formatting

  • Formatting Sections
  • Formatting Sections Conditionally
  • Conditionally Formatting Fields
  • Challenge Exercise – Section Formatting and Conditional Formatting
  • Summary Reports and Charts

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
  • Applying Chart Templates
  • Challenge Exercise – Creating a Summary Report
  • Challenge Exercise – Charting

Exporting Reports

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

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
  • Challenge Exercise – Create a Report Using a Report Wizard

Refresher Exercise

  • Review of Planning a Report
  • Creating the Report
  • Placing Fields on the Report
  • Creating the Formulas
  • Advanced Grouping
  • Selecting Certain Records
  • Helpful Hints for Formatting the Report
  • Adding and Working with Text Objects
  • Hiding and Suppressing Sections
  • Guidelines

Power Formatting with Multiple Sections

  • Using Multiple Sections in Reports
  • Using the Section Expert to Work with Sections
  • Conditionally Formatting Multiple Sections
  • Challenge Exercise – Formatting with Multiple Sections
  • Challenge Exercise – Conditionally Formatting Using DrillDownGroupLevel

Using the Running Totals Feature

  • Understanding Running Totals
  • Creating Running Totals for a List of Numbers
  • Conditional Running Totals
  • Challenge Exercise – Creating a Conditional Running Total

Prompting with Parameters

  • Parameter Field Considerations
  • Creating a Parameter Field
  • Using a Parameter to Select Records
  • Using a Parameter Field
  • Using the Parameter Panel
  • Creating a Dynamic Value List for Parameter Values
  • Importing a Pick List
  • Adding Parameter Values to Text Objects
  • Allowing Multiple Values in Parameters
  • Using Multiple Parameter Fields in Reports
  • Specifying and Limiting a Range
  • Using Parameters in Conditional Formatting
  • Using an Edit Mask to Limit String Parameters
  • Sorting with a Parameter
  • Using a parameter to set N in a Top N Report
  • Cascading Parameters
  • Challenge Exercise – Using and Displaying Parameters

Using Advanced Formula Features

  • Understanding How Crystal Reports Processes the Data
  • What Is a Pass?
  • Using Evaluation Time Functions
  • Working with Variables
  • Declaring a Variable
  • Assigning a Value to a Variable
  • Using a Variable in a Formula
  • Variable Scope
  • Separating Statements in Complex Formulas
  • Working with Arrays
  • Understanding the Evaluation Time Debugger
  • Challenge Exercise – Understand and Set Up the YTD Comparison Report

Using Sub reporting as a Workaround Solution

  • Understanding Sub reports
  • Unlinked versus Linked Subreports
  • Creating an Unlinked Sub report
  • Linking a Subreport
  • Database Links versus Subreports in One-to-Many Situations
  • Formatting the Subreport
  • Passing Data from the Main Report into a Subreport
  • Creating On-Demand Subreports
  • Creating Hyperlinks
  • Using Subreports to Link "Unlinkable" Data
  • Challenge Exercise – Creating Reports with Linked Subreports

Creating Powerful Groups

  • Creating Custom Groups
  • Customizing Group Sort Order
  • Using Group Selection to Filter the Records in the Report
  • Grouping on a Formula Field
  • Grouping Hierarchically
  • Challenge Exercise – Create Customized Grouping
  • Challenge Exercise – Using Group Selection
  • Challenge Exercise – Creating a Group

Working with Cross-Tab Reports

  • Understanding How Cross-Tabs Affect Your Data
  • Creating a Cross-Tab Report
  • Creating a Cross- Tab with Multiple Rows or Columns
  • Applying a Formatting Style to the Cross-Tab
  • Customizing the Cross-Tab Format
  • Changing Background Colors
  • Formatting Individual Cells
  • Changing the Summary Operation
  • Suppressing Rows, Columns or Totals
  • Repeating Row Heading for Multi-Page Cross-Tabs
  • Using Alias Names for Column and Row Headings
  • Charting Cross-Tabs
  • Customizing Cross-Tab Group Names
  • Using the CurrentFieldValue Function
  • Challenge Exercise – Cross-Tab Reports

Report Alerts

  • What are Report Alerts
  • Creating Report Alerts
  • Basing Report Formulas or Conditional Formatting on Report Alerts
  • Creative Usage for Report Alerts
  • Challenge Exercise – Using Report Alerts with Parameter
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