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Crystal Report XI

 

Course Overview

This five-day instructor-led course provides students with the knowledge and skills needed for database reporting tool to create reports and change them to virtually any format imaginable. The course focuses on create and design basic report, create and design a report beyond the basic, fields dimensions metrics, filtering data, report templates, modifying a report and the cross tab report. The goal of this course is to provide knowledge of SQL or databases to quickly create, distribute, and analyse reports from virtually any data source.

 

 

Crystal Report XI – Schedule

Day 1

09.00am – 10.00am

Introduction

  • What Crystal is and What It is Not
  • What You Will Need
  • A Few Words on Versions
  • CRXI Installation Options
  • Course Overview
10.00am – 10.30am

Breakfast

10.30am – 12.45pm

Create a Basic Report

  • Data Connections - ODBC
  • Data Connections - Direct
  • Getting to Know Your Data Source
  • Report Wizard - Tables & Fields
  • Report Wizard - Group & Filter

12.45pm – 02.15pm

Lunch

02.15pm – 05.00pm

Designing a Basic Report

  • The CRXI Work Area
  • Layout & Presentation
  • Basic Formatting
  • Basic Grouping & Sorting
  • Summary Functions
  • Inserting Objects into Reports
  • Previewing & Exporting Reports

Day 2

09.00am – 10.00am

Create a Report Beyond the Basics

  • Report Wizard - Multiple Tables
  • Report Wizard - Multiple Filtering
  • Grouping Data pt. 1
  • Grouping Data pt. 2
  • Inserting Summaries
  • Fields - Dimensions vs. Metrics
  • Select Expert
  • Export Options

10.00am – 10.30am

Breakfast

10.30am – 12.45pm

Design a Report Beyond the Basics 1

  • Report Options
  • Crystal Options pt. 1
  • Crystal Options pt. 2
  • Grids & Layout Options
  • Section Expert
  • Colors/Fonts/Borders

12.45pm – 02.15pm

Lunch

02.15pm – 05.00pm

Design a Report Beyond the Basics 2

  • Graphs & Charts pt. 1
  • Graphs & Charts pt. 2
  • Graphic Files
  • Drawing Lines
  • Field Options
  • Special Fields
  • Design Tips pt. 1
  • Design Tips pt. 2
  • Report Exercise 1
  • Report Solution 1

                                                                        Day 3

09.00am – 10.00am

Fields Dimensions Metrics 1

  • Database Fields
  • User Defined Fields
  • The Formula Editor
  • String Functions
  • Date Functions
  • Metric Functions
  • Conversion Functions
  • Formula Problem 1
  • Formula Solution 1 pt. 1
  • Formula Solution 1 pt. 2

10.00am – 10.30am

Breakfast

10.30am – 12.45pm

Fields Dimensions Metrics 2

  • Modifying Fields - Two Methods
  • Working with Dates
  • Working with Strings
  • Working with Numbers
  • Conditional Formula Pitfalls
  • Conditional Formula Problem 1
  • Conditional Formula Solution 1 pt. 1
  • Conditional Formula Solution 1 pt. 2

12.45pm – 02.15pm

Lunch

02.15pm – 05.00pm

Filtering Data

  • Select Expert Reintroduction
  • The Formula Editor for Select Expert
  • Filter Formulas pt. 1 - AND
  • Filter Formulas pt. 2 - OR
  • Filter Formulas pt. 3 - AND & OR
  • Filters - Database vs. User Fields
  • Select Statement Considerations
  • Filter Formula Problem 1
  • Filter Formula Solution 1

                                                                        Day 4

09.00am – 10.00am

Report Templates

  • Template Expert
  • Templates Review
  • Template Limitations
  • Modifying Templates
  • Exporting Template Reports

10.00am – 10.30am

Breakfast

10.30am – 12.45pm

Modifying a Report

  • Changing Groups
  • Changing Fields
  • The Database Expert - Adding Tables

12.45pm – 02.15pm

Lunch

02.15pm – 05.00pm

  • Database Changes pt. 1
  • Database Changes pt. 2
  • Report Performance
  • Database Change Problem 1
  • Database Change Solution 1

                                                                        Day 5

09.00am – 10.00am

The Cross Tab Report

  • Layout
  • Functions
  • Options

10.00am – 10.30am

Breakfast

10.30am – 12.45pm

  • Formatting
  • Limitations
  • Problem 1
  • Solution 1

12.45pm – 02.15pm

Lunch

02.15pm – 05.00pm

Excel Export

  • Preparing Reports for Excel
  • Field Layout & Design
  • Cross Tabs & Excel
  • Exporting to Excel Options