SAP

Crystal Reports Designer Level 1 CR-01B

  • 2 days
  • 0 upcoming dates
  • $990 per seat

About this class

Organizations use reporting tools to access data sources and generate customized reports. Crystal Reports enhances report building and report processing techniques with a variety of features that add value to a presentation. Crystal Reports helps you build advanced reports with ease, presenting complex information in an understandable way.

In this course, you will create a basic report by connecting to a database and modifying the report's presentation.

Our Crystal Reports training course uses Crystal Reports 2016.

This two-day instructor-led course is designed for new users of Crystal Reports. Some of the topics covered include a review of the software features, report design and the creation of presentation quality reports. The course incorporates a number of hands on exercises to reinforce the learning process.

This course is appropriate for administrators, developers and end-users who need to create dynamic reports from varying data sources

What you'll be able to do

  • Create a report by using data from an existing database.
  • Locate and present data in a specified order.
  • Create groups to summarize report data.
  • Build formulas to add non-database data to a report and display data differently.
  • Format reports.
  • Enhance reports by adding and modifying elements in a report.
  • Create single data series charts.
  • Distribute report data to other users.

Before you attend

Working knowledge of the Windows environment is required. Familiarity with relational database concepts (tables, fields and records) is strongly recommended. Students who have taken Access classes will fulfill this requirement. Familiarity with querying SQL is also recommended. Students should attend Course SQLC, “Querying SQL” or have equivalent knowledge and skills.

Course outline

  1. Module 1Creating 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

  2. Module 2Formatting Features

    • Quick Formatting with the Template Expert
    • Using 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

  3. Module 3Database 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

  4. Module 4Report 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

  5. Module 5Multiple Tables Joins

    • Understanding tables, records and fields
    • Learning about linking
    • Adding multiple tables to a report

  6. Module 6Creating Formulas

    • Understanding Crystal formula syntax without being a programmer
    • About the Formula workshop
    • Using the Formula workshop
    • Using the Formula editor
    • The Formula Editor toolbar
    • Performing simple number calculations
    • Manipulating dates with formulas
    • Creating Boolean (true/false) formulas
    • Creating string formulas
    • Using bookmarks to navigate through formulas

  7. Module 7Conditional Formatting

    • Formatting Sections
    • Formatting Sections Conditionally
    • Conditionally Formatting Fields

  8. Module 8Creating 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

  9. Module 9Exporting Reports

    • Understanding Export Formats and Destinations
    • Using a PDF Format for Crystal Reports
    • Exporting to Windows Applications
    • Exporting to a Report Definition Format

  10. Module 10Report 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

Download the full outline (PDF)

Run this for a team

Private cohorts run on your dates, at your site or online, with the labs pointed at your environment. Above about four people it usually costs less than buying seats.

Or call 916-920-1700, weekdays 8 to 5 Pacific.

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