Duration: 
2 Day(s)
Price: 
£1040-330

Overview

Crystal Reports Introduction is for people new to report design using Crystal Reports, and for self-taught users to enhance their knowledge. It is a pre-requisite for the Advanced course

Skills Gained

By the end of this course participants should be able to

  • Plan, create, format and distribute a report
  • Organise data on a report
  • Select records
  • Apply section formatting
  • Create basic formulas
  • Apply conditional reporting
  • Present data visually

Prerequisites

Participants should already

  • Be competent in using a mouse and keyboard
  • Have an understanding of Windows
  • Have basic database concepts

Course Specifics

Course Outline

Getting Started

  • Planning a report
  • Understanding the Crystal Reports Environment-Design Tab, Toolbars, Preview Tab
  • Connecting to the data source - using the Database Expert
  • Placing objects on the report using the Field Explorer
  • Report Titles using Summary Info and Text Box
  • Previewing and saving reports
  • Modifying reports - Resizing fields, Arranging Fields, Field Alignment

Organizing Records

  • Sorting
  • Record selection including: Understanding the Select Expert Features
  • Determining the record selection criteria
  • Applying record selection on string, number and date fields
  • Using multiple section criteria
  • Modifying record selection with the formula editor

Grouping including:

  • Creating groups with different data types
  • Modifying groups
  • Nested Groups
  • Specified groups

Summarizing including:

  • Inserting summaries for different data types
  • Creating percentage summaries
  • Inserting Grand Totals
  • Using the Group Sort Expert

Formatting including:

  • Using the Format Editor
  • Formatting String Fields
  • Formatting Number Fields
  • Formatting Date Fields
  • Adding Lines and Boxes

Formatting

  • Using section expert features to format sections
  • Creating summary reports

Formulas and Functions

  • Formula basics including: Formula Components and Syntax
  • Using the Formula Workshop
  • Creating basic formulas

Modifying formulas

  • Editing formulas
  • Deleting formulas

Functions including:

  • Basic Calculations using summary functions
  • String Manipulation
  • Basic Date Functions
  • Boolean Formulas
  • Applying If Then Else formulas
  • Using Nested if then else statements

Conditional formatting including:

  • Using the Highlight Expert
  • Formatting fields conditionally

Wizards

  • How to use the report wizards
  • Creating a cross tab report using the wizard
  • Creating a cross tab report in an existing report
  • Formatting cross tabs

Report Distribution

  • Exporting the report in various formats
  • Distributing the reports

Thinking about Onsite?

If you need training for 3 or more people, you should ask us about onsite training. Putting aside the obvious location benefit, content can be customised to better meet your business objectives and more can be covered than in a public classroom. It's a cost effective option.

Submit an enquiry from any page on this site, and let us know you are interested in the requirements box, or simply mention it when we contact you.

Upcoming Dates

Course Location Days Cost Date
Onsite
2 1040 £1040 2018-08-09
Leicester
2 330 £330 2017-12-05
Manchester
2 1040 £1040 2017-12-04
Leicester
2 330 £330 2017-11-30
London
2 1040 £1040 2017-11-06
Manchester
2 1040 £1040 2017-10-16
Leicester
2 330 £330 2017-10-06
Leeds
2 1040 £1040 2017-10-05
Glasgow
2 1040 £1040 2017-10-02
London
2 1040 £1040 2017-09-18
Leicester
2 330 £330 2017-09-13
Birmingham
2 1040 £1040 2017-09-06
Leicester
2 330 £330 2017-08-31
Manchester
2 1040 £1040 2017-08-07