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Course Length:
2 Days
Course Description:
In this course, students will build basic list and group reports that work with almost any database.
Who Should Attend:
This course is for those people whose job responsibilities require them to obtain output from databases. It is also the first course in the Crystal Reports XI series.
Benefits of Attendance:
Upon completion of this course, students will be able to:
  • Create a report by using data from an existing database
  • Use a report to present specific data in the desired order
  • Create groups to summarize report data
  • Format reports
  • Build formulas to calculate and display data
  • Add and modify elements in a report
  • Create single data series charts
  • Distribute report data
Prerequisites:
Before taking this course, students should be familiar with the basic functions of Windows, such ascreating and navigating folders, opening programs, manipulating windows, copying and pasting objects, formatting text, and saving files. In addition, students should have taken Microsoft® Office Access 2003: Level 1 or have equivalent experience with basic database concepts.
Course Outline:
  • Creating a Report
    1. Set Default Report Settings
    2. Specify Fields for a New Report
    3. Preview a Report
    4. Modify Field Display
    5. Add a Report Title
    6. Position Fields
    7. Add Fields from Other Tables
  • Displaying Specific Report Data
    1. Find Data
    2. Sort Data
    3. Filter Data by a Single Criterion
  • Grouping Report Data
    1. Insert a Group
    2. Add Summaries
    3. Format Summary Information
    4. Change Group Options
    5. Add a Second-Level Grouping
    6. Filter Records by Group
    7. Create a Top N Sort Group
  • Building Formulas
    1. Create a Formula
    2. Edit a Formula
    3. Combine Fields by Formula
    4. Delete a Formula
    5. Filter Data by Multiple Criteria
    6. Modify a Filter Using an OR Operator
    7. Create a Parameter Field
    8. Account for Null Fields in a Formula
  • Formatting Reports
    1. Remove White Space
    2. Insert Page Header/Footer Data
    3. Add Borders, Boxes, and Lines
    4. Change Field Background Color
    5. Change the Margins
  • Enhancing Reports
    1. Add a Watermark
    2. Insert Objects Using Object Linking and Embedding
    3. Modify Formatting Based on Data Value
    4. Suppress Report Sections
    5. Insert Hyperlinks
    6. Hide Blank Report Sections
  • Creating Pie Charts
    1. Create a Pie Chart with a Drill-Down
    2. Modify Chart Text
    3. Format a Chart
    4. Present a Chart by Group
  • Distributing Data
    1. Export to a PDF File
    2. Export to a Microsoft Excel File
    3. Export to an Access Database File
    4. Export a Report Definition
    5. Create Mailing Labels