Crystal Reports Intro

Crystal Reports - Intro

• This is 2day course
• Delegates will learn how to create reports and interrogate data from the main database - creating lists of data, charts & summary reports.
• Crystal empowers the user and allows direct access to the data tables.  Where it was previously necessary to export to Excel & repetitively create pivotTables, chart, analysis - delegates will learn how to create Crystal Reports ONCE and imply REFRESH data and obtain the essential data.

Report Design

• Exploring the Report Design window
• Starting a new report with and without the Wizard
• Exploring the Design Tab
• Placing objects on your report
• Previewing your report
• Previewing your report
• Formatting objects
• Using Text Objects

Record ion

• Using the Expert
• Using the Record options
• Defining the Expert’s features
• Understanding saved vs. refreshed data
• Applying Record ion
• Applying Record ion on Date Fields
• Creating Parameter Queries

Sorting, Grouping and Summarising

• Sorting Records
• Grouping Records
• Working with groups
• Summarising
• Using Grand Totals / Summary Totals/ Summary Fields
• Top N Group Expert

Presentation Quality Reports

• Using Special Fields
• Applying lines and boxes
• ing a picture

Text Objects

• Combining Text Objects with Database Fields
• Combining Text Objects with Special Fields
• Formatting individual elements of a Text Object

Additional Formatting & File Options

• Creating a Summary report
• Report section definitions & format options
• Using the Section Expert
• Summary/Drill-Down Reports

Section Formatting

• Creating a Summary report
• Report section definitions & format options
• Using the Section Expert
• Summary/Drill-Down Reports

Linking

• Defining linking concepts
• Adding/removing databases from a report
• Using Smart Linking
• Working with links
• Join types
• Self joins
• PC database links
• SQL/ODBC database links
• Using the visual linking expert

Formula Basics

• Using formulas
• Using the Formula Editor
• Using basic calculations
• Using string manipulation
• Applying basic date calculations
• Applying If Then Else formulas
• Applying Boolean formulas

Basic Cross-Tabs

• What is a Cross-Tab?
• Using the Cross-Tab Expert
• Editing a Cross-Tab layout
• Additional Cross-Tab layout features

Conditional Reporting

• Using Conditional Formatting
• Using the Highlighting Expert

Charting

• Using the Graph/Chart Expert
• Graphing on Summary information
• Graphing Detail or Formula fields
• Drilling down on a graph
• Customising a graph

Basic Report Distribution

• Exporting your reports
• Viewing from a web browser