Crystal Reports Training Manual Topics

Jump Start Crystal Reports Versions XI and 2008 Level 1: The Basics

Introduction & Basic Concepts  

Course Objectives, Overview of Manual & Course, New Features in Crystal XI. Visible Changes in Crystal XI. Key Concepts. Crystal & Database Terminology


Getting Started 

Create a Report Using the Crystal Standard Report Wizard, The Preview Window, Saving Your Report


The Design Window   

Move Fields, Format Currency, Add Special Fields, and Text Object, Design Window. Crystal Sections, Moving & Modifying Fields, Working with Text Objects, Formatting Numbers, Special Fields, Resizing Sections, Using Guidelines, Adding a Report Title, Changing a Group, Inserting a Field into a Text Object


More Formatting & Graphics 

Insert Non-Numeric Summaries. Add Cover Page, Text, and Logo. Inserting a Logo or Graphic, Formatting Dates. Formatting Text, Adding and Formatting a Box, Using the Section Expert


Printing & Exporting   

Printing a Report, Scenario for Workshop 4B, Exporting a Report, Scenario for Workshop 4C, Create Report from Excel Spreadsheet


Designing a New Report   

Starting a Blank Report, Manually Inserting Fields, Manually Insert Group, Selecting Records, Creating Summaries, White Spaces Between Rows, Adding Summary Info to the Report


Summary & Drill-Down Reports   

Create a New Report from an Existing Report, Modifying an Existing Report; Adding a Database Table, Database Concepts, Inserting Another Group, Change Selection Criteria, Delete and Add Fields, Navigating from the Group Tree, Sorting vs. Grouping, Scenario for Workshop 6B, Creating a Summary Report, How Summaries & Drill-Downs Work, Drilling Down on Data, Show Headers on Drill-Down Tabs


Formulas & Functions  

Create a Formula Field Using Simple Math, Create a New Report, Create a Formula Field, Using a Formula Field in a Report,  Create a Formula Using a Function, Using the Truncate Function,  Adding Highlights, Using One Field to Change Another, Using Alerts


If-Then-Else Conditions  

Creating Conditional Fields, Selection Criteria, Rules for If-Then-Else-Statements, Changing Groups, Nested If-Statements, Add Formula to Report, Suppressing a Field,  Adding Objects to Crystal Repository, Conditional Formatting of Fields, Conditionally Formatting Sections


Charting   

Adding a Chart, Drilling-Down from a Chart, Drill-Down by Group Tree,  Adding Charts to Groups


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Jump Start Crystal Reports Versions XI and 2008  Level 2


Introduction & Basic Concepts  

Course Objectives, Overview of Manual & Course, Crystal XI & Business Objects, What's New in Crystal XI, Key Concepts, Crystal & Database Terminology


If-Then-Else Operator  

Using the IF Operator, Nested IFs and Select Case,  Add Table to Report, Detail vs. Summary Reports, Create Summary Report


Advanced Linking  

Linking Options, Dynamic Image Links.  Joining Two Databases,  Add Duplicate Tables with Alias,  Linking to Excel Spreadsheet


Running Totals   

Pre-Processed vs. Running Totals, Add a Running Total Field, Use a Running Total to Summarize a Group, Conditional Running Totals


Custom Functions   

Creating a Custom Function, Using a Custom Function, Using Custom Functions With Different Variables, Copying a Formula From One Report to Another Report


Forms & Form Letters  

Designing a Form in Crystal, Conditional Form Letters. Printing Address Labels, Forms and Form Letters,  Employee Mailing Lists


Parameters   

Select Records With a Parameter, Select Records With Multiple Parameters, Cascading Parameters, Selecting by Date Parameter, Using Parameters for a Conditional Sort and as Text, Using a Parameter to Hide Details


Group Sort (Top N) & Charting  

Sort Groups by Subtotals, Top N With Chart,Group Sort - ALL, Group Sort - Top 10%, Group Sort - Bottom 15&


Cross-Tab Reports  

Creating and Formatting a Cross-Tab Report, Multi-Level Cross-Tab and Pivoting a Cross-Tab, Placing a Cross-Tab in Group Selections, Using a Formula as a Group Name and Repeating Objects


Subreports  

Insert an Unlinked, Subreport into a Main Report, Linked Subreport, Hide or Show a Subreport, On Demand Subreports,  Linking on a Formula Field


Arrays, Subscripts, and Variables  

Group on a Subscript Formula, Using a Variable With an Array, Pass a Variable From a Subreport


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