Crystal Reports XI Introduction
**Please note that CompuWorks will only accept students registering through a company or organization. Please click here for more information**
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
Sorry, there are no upcoming classes. Feel free to contact us if you're interested in us putting a class together.


