LearnKey Training

Crystal Reports

Crystal Reports


Crystal Reports

5 Sessions –
15 Hours of Interactive Training

LearnKey's Crystal Reports course, taught using Crystal Reports XI, provides comprehensive instruction for anyone who wants to use one application to create elegant and complex reports from a variety of data sources. Expert instructor Erin Olsen walks you through the application, exploring the interface and showing you how to design your report and connect to various data sources. You'll learn how to work with text objects, formulas, parameters, and much more in order to start creating publication-quality reports right away!

Benefits
  • Crystal Reports creates professional reports, attaching to virtually any data source.
  • Every report can be produced by one single function.
  • Crystal Reports can be utilized in nearly every industry for comprehensive reporting.


  • About The Author
    Since founding PCKeys Technology Solutions in 1995, Erin Olsen has personally trained more than 10,000 people worldwide in a wide variety of applications and technologies, and she has helped many organizations transition to using Microsoft, Adobe and Macromedia software tools. A Microsoft Office Specialist Master Instructor, Erin enjoys a reputation for providing solid foundations in skills applicable to real-world needs in an easy-to-understand and fun manner. She combines technical knowledge with real-world experience allowing her to provide a wealth of practical examples and inside tips to help her audience learn, retain and actually apply their skills.

    Session 1

    Section A: Introduction
    · Benefits
    · Editions
    · Versions

    Section B: Designing Reports
    · Defining the Purpose
    · Planning the Layout
    · Examples of Reports
    · Choosing Data
    · Laying Out the Report
    · The Workbench

    Section C: Data Connections
    · Database Expert
    · Data Source Options
    · Access/Excel Connections
    · ODBC Connections
    · Selecting Database Objects
    · Database Object Types

    Section D: Relational Database Review
    · Simple Databases
    · Relational Database
    · Fields and Records
    · Table Relationships
    · Data Types
    · Xtreme Sample Database

    Section E: Interface Overview
    · Toolbars
    · Start Page and Report Tabs
    · Design/Preview Views
    · Field Explorer
    · Report/Repository Explorers
    · Sample Reports

    Section F: Creating Basic Reports
    · Blank Report
    · Placing Fields on Reports
    · Previewing Field Data
    · Selecting/Sizing Fields
    · Aligning/Moving/Using Guides
    · Customizing Layout Options
    · Creating Report Titles
    · Finishing Touches

    Section G: Previewing, Saving, and Deleting
    · Saving Reports
    · Previewing Reports
    · Deleting Fields

    Section H: Working with Text Objects
    · What is Concatenation?
    · Adding Text Fields
    · Concatenating Text and Data
    · Editing Concatenations
    · Creating a Form Letter
    · Formatting Fields
    · Special Fields

    Session 2

    Section A: Basic Formatting
    · Template Expert
    · Page Margins and Orientation
    · Font and Alignment
    · Formatting Multiple Selections
    · Format Painter
    · Formatting Editor Options
    · Customizing Formatting Editor
    · Preview Formatting

    Section B: Adding Graphical Elements
    · Inserting Lines
    · Border Styles and Colors
    · Drawing/Formatting Boxes
    · Inserting Pictures

    Section C: Filtering Records
    · Case Sensitivity
    · Select Expert
    · Select Statements
    · And Statements
    · Or Statements
    · Editing Formulas
    · Formula Workshop
    · Help Menu Options

    Section D: Grouping and Sorting
    · Insert Group
    · Insert Group Options
    · Keeping Groups Together
    · Group Tree
    · Reordering Groups
    · Grouping Multiple Fields
    · Changing/Deleting Fields
    · Record Sort Expert

    Section E: Advanced Grouping Options
    · Inserting Summaries
    · Adding Labels
    · Formatting Calculations
    · Modifying Labels and Calculations
    · Creating a Grand Total
    · Group Sort Expert
    · Grouping on Data Fields

    Section F: Conditional Formatting
    · Conditional Highlighting
    · Reordering Highlight Conditions
    · Removing Highlight Conditions
    · Conditional Formatting Formulas
    · Formatting Groups

    Section G: Running Totals
    · Running Total Fields
    · Running Totals by Group
    · Running Total Counts

    Session 3

    Section A: Formula Overview
    · Formula Uses
    · Function Basics
    · Syntax Rules
    · Formula Workshop
    · Formula Editor

    Section B: Creating Formulas
    · New Formula Field/Workshop
    · Multiplying Fields
    · Calculating Fax
    · Adding Fields
    · Spot Checking Calculations

    Section C: Manipulating Data with Formula
    · Date Added
    · Date Add Arguments
    · Concatenated Formulas
    · Converting Dates to Text
    · Boolean Fields
    · Nested If-Then-Else Statements

    Section D: Basic Parameters
    · Parameter Uses
    · Considerations
    · Characteristics and Options
    · Value Choices
    · Static List Parameters
    · Dynamic List Parameters
    · Exporting Data
    · Importing Data

    Section E: Advanced Parameter Applications
    · Creating Dynamic Fields
    · Range of Dates
    · Range of Values
    · Minimums and Maximums
    · Default Values/Edit Masks
    · Selection Formulas
    · Sort Parameters

    Section F: Formulas Timing
    · Passes
    · Pass Phase 1
    · Pass Phase 2
    · Specifying When Formulas Run
    · Variables
    · Declaring Variables
    · Setting Variables
    · Using Variables

    Section G: Controlling Formula Runtime
    · Sample Report
    · Manual Running Totals
    · Resetting Running Totals
    · Displaying Variable Values
    · Suppressing Details
    · Refreshing the Report

     



    Crystal Reports continued

    Session 4

    Section A: Drill-Down Summary Reports
    · Starting a New Report
    · Grouping Using Formulas
    · Advanced Grouping Formulas
    · Summarizing Groups
    · Hiding Sections
    · Viewing Hidden Sections

    Section B: Charts
    · Standard Report Wizard
    · Manipulating Charts
    · Chart Options/Types
    · Data, Axes, and Options
    · Color Highlights and Text
    · Format Editor and Options
    · Arrange and Drill Down
    · Saving as Templates

    Section C: Maps
    · Placement, Layout, and Data
    · Types
    · Titles and Legends
    · Preview, Pan, and Zoom
    · Map Context Menu
    · Layer Control
    · Zoom and Drill

    Section D: Advanced Database Concepts
    · Using SQL
    · Entering SQL Queries
    · Linking Tables
    · Joins
    · Verifying Database Connections
    · Checking Dependencies
    · Performing Information

    Section E: Subreports
    · Subreport Uses
    · Linked vs. Unlinked
    · How Linked Subreports Work
    · Creating an Unlinked Subreport
    · Creating a Linked Subreport
    · Shortcut Menu Options
    · On-demand Subreports

    Section F: Cross-Tab Reports
    · Elements and Features
    · Cross-Tab Report Creation Wizard
    · Rows and Columns
    · Summary Fields and Grid Styles
    · Resizing/Aligning Fields
    · Contents, Labels, and Columns Options
    · Modifying Reports
    · Customizing Report Style

    Session 5

    Section A: Report Alerts
    · Creating Alerts
    · Alert Name and Status
    · Setting Alert Conditions
    · Triggering Alerts
    · Conditional Alerts

    Section B: Standard Report Wizard
    · Using Report Wizard
    · Adding Fields and Grouping
    · Group Sorting and Charts
    · Filtering and Templates
    · Review of Experts

    Section C: Exporting Reports
    · Export Formats
    · Exporting to E-mail
    · Export Destinations
    · Exporting to Excel
    · Exporting to PDF
    · Exporting to HTML
    · Copying Report Objects
    · Exporting Report Definitions

    Section D: Crystal Reports Settings
    · Layout Options
    · Database Options
    · Formula Editor Options
    · Reporting Options
    · Field Options
    · Font Options

    Section E: Templates
    · Overview
    · Formatting/Unformattable Objects
    · Creating New Templates
    · Inserting Template Field Objects
    · Formatting/Moving Fields
    · Adding Special Fields
    · Graphics and Summary Info
    · Saving and Applying Templates