Crystal Reports Workshop

Course DateLocationDaysPriceRegister
Sep 10, 2017Toronto5 $3,125Register
Nov 26, 2017Toronto5 $3,125Register


Crystal Reports Workshop

Description: This five day interactive workshop was designed for new users of Crystal Reports. The features of the software are introduced and the creation of presentation quality reports is covered. These skills are then employed as you move you into creating more complex reports. In addition, you will cover professional design techniques, subreporting and advanced formulas. Time will also be spent walking you through the tips and tricks of advanced report writing. This workshop incorporates a number of hands on exercises at each stage to reinforce the skills presented.

Learn To:

  • Placing Fields on the Report
  • Creating a Cascading Parameter Field
  • Creating Formulas
  • Advanced Grouping
  • Using multiple sections and section formatting
  • Understanding How Crystal Reports Processes the Data
  • Declaring a Variable, assigning a Value and using a Variable in a Formula
  • Advanced formula syntax
  • Creation and use of Custom Functions
  • Setting data location and changing join types

Duration: 5 Days

Audience:

  • Database Administrators
  • Business Analysts
  • Report Writers
  • Departmental Managers
  • Project Managers

Required Prerequisites:

  • Working knowledge of Database Concepts

Topics:

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 ExpertUsing 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
  • Creating Boolean (True/False) Formulas
  • Creating String Formulas
  • Using Bookmarks to Navigate Through Formulas
  • Challenge Exercise - Creating String Formulas
  • Challenge Exercise Doing Calculations
  • Challenge Exercise Subtracting Dates
  • Challenge Exercise Using Nested If Statements

Conditional Formatting

  • 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

Formatting with Multiple Sections

  • Using Multiple Sections in Reports
  • Using the Section Expert
  • Conditionally Formatting Multiple Sections
  • Challenge Exercise - Formatting with Multiple Sections
  • Challenge Exercise - Conditionally Formatting

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 Fieldsin 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

Challenge exercise

  • Declare variables and conditionally assign Values

Understanding Sub reports

  • Using Sub reporting as a Workaround Solution
  • 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 Using a Formula

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

Advanced Cross-Tab Design

  • Dissecting a Cross-Tab Grid
  • Cross-Tab Parts Listing
  • Row and Column Indexes
  • Summary Indexes
  • Embedded Summaries
  • Grid Value Functions

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

Refresher Exercise

  • Review of Planning a Report
    • Creating the Report
    • Placing Fields on the Report
    • Advanced Grouping
    • Selecting Certain Records
    • Group Sorting
    • Group Charting

Advanced Database Concepts

  • What is SQL?
  • Native Database Driver
  • ODBC
  • OLE DB
  • ODBC, OLE DB or Native
  • Using the Database Expert for Linking
  • Adding a table Multiple Times
  • Changing Join Types
  • Database Changes
  • Database Verification
  • Set Data Source Location
  • Re-mapping Database Fields
  • Views
  • Stored Procedures
  • SQL Commands
  • Creating an SQL Command

Using the Advanced Formula Features

  • Select Case Statement
  • For Loop Control Structure
  • While - Do Loops
  • Do - While Loops
  • Building Arrays
  • The Split Function
  • Array Sizing Limitations

Custom Functions

  • What is a Custom Function
  • Function Arguments
  • When to use a Custom Function
  • Using the Custom Function Editor
  • Using Crystal Syntax
  • Using Basic Syntax
  • Custom Function Properties
  • Using the Formula Expert and Custom Functions
  • Using the Formula Extractor
  • Custom Function Limitations

Running Reports Efficiently

  • Understanding What Crystal Sends to the Database
  • Strategies for Efficient Report Performance
  • Using the SQL Statement
  • Record Selection and Performance
  • Performance Information
  • Report Definition
  • Saved Data
  • Processing
  • Latest Report Changes
  • Performance Timing
  • Server Based Grouping
  • Select Distinct Command
Course DateLocationDaysPriceRegister
Sep 10, 2017Toronto5 $3,125Register
Nov 26, 2017Toronto5 $3,125Register