Crystal Reports XI Introduction

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Description:     This course teaches the basic features and functions of Crystal Reports XI. Students will explore the program environment and learn how to open, navigate, create, modify, and save reports. They will learn the fundamentals of formatting report objects, of sorting and selecting records, and creating groups and summaries. They will also learn how to create simple formulas and functions. Finally, students will work with experts and wizards, and learn how to export reports to various file formats.

 

Days:                2

 

Prerequisites:  Windows XP: Basic and Access 2003: Intermediate, or

                        equivalent experience.

 

 

Unit 1: Getting started

 Topic A: The Crystal Reports environment

·          Discussing the features of Crystal Reports

·          Examining the Start Page

·          Opening a report

·          Examining the Design tab

·          Modifying the size of the Details section

·          Setting file options

 Topic B: Creating, viewing, and saving reports

·          Creating a new blank report

·          Adding fields by using the Field Explorer

·          Changing the page orientation of a report

·          Adding a report title

·          Viewing a report

·          Saving a report

 Topic C: Modifying report layout

·          Sizing fields

·          Arranging a field

·          Aligning fields

·          Modifying a text object

 Topic D: The Help feature

·          Using the Help feature

·          Using the Search tab

 Unit 2: Formatting

 Topic A: Absolute formatting

·          Formatting a field

·          Formatting a date field

·          Adding lines and boxes

·          Adding a shape

·          Using Format Painter to change font styles

 Topic B: Introducing conditional formatting

·          Using the Highlighting Expert

 Unit 3: Sorting and selecting records

 Topic A: Sorting records

·          Sorting records in ascending order

 Topic B: Selecting records

·          Selecting records based on a single criterion

·          Deleting a single-criterion selection formula

·          Selecting records based on multiple criteria

·          Deleting a criterion in a multiple-criteria formula

 Unit 4: Grouping and summarizing

 Topic A: Groups

·          Creating a group

·          Grouping by date fields

·          Displaying groups in a specified order

·          Creating a subgroup

·          Setting group options

·          Deleting a group

 Topic B: Summaries

·          Inserting a subtotal

·          Inserting a grand total

·          Displaying the top N of groups of records

 Unit 5: Formulas and functions

 Topic A: Formulas

·          Discussing formula components

·          Creating a formula

 Topic B: Modifying formulas

·          Editing a formula

·          Renaming a formula

·          Deleting a formula

 Topic C: Functions

·          Using a date function to return the current date

·          Using the Month (x) function

·          Using the MonthName function

·          Combining field names and formulas

·          Using a string function to convert text to proper case

·          Using the Left function

·          Using a math function to round data

 Unit 6: Experts and wizards

 Topic A: The Database Expert

·          Adding a field from a linked table

 Topic B: Report wizards

·          Using the Standard Report Creation Wizard

·          Using the Mailing Label Report Creation Wizard

 Topic C: Cross-tab reports

·          Creating a cross-tab report

·          Grouping data in a cross-tab report

·          Formatting a cross-tab report

 Unit 7: Distributing reports

 Topic A: Exporting reports

·          Exporting a report to Microsoft Excel

·          Exporting a report to HTML 4.0

·          Exporting a report to XML

·          Exporting a report to an Access database

·          Creating a report definition

 Topic B: Delivering reports

·          Printing a report

·          Mailing a report

 

 

 

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Price: $895