Crystal Reports Training Overview
Accelebrate's Comprehensive Crystal Reports training course teaches attendees basic and advanced skills for creating reports with Crystal Reports 2016. Attendees learn how to build increasingly sophisticated reports presenting data in a wide array of text, tabular, and graphical formats.
Location and Pricing
Accelebrate offers instructor-led enterprise training for groups of 3 or more online or at your site. Most Accelebrate classes can be flexibly scheduled for your group, including delivery in half-day segments across a week or set of weeks. To receive a customized proposal and price quote for private corporate training on-site or online, please contact us.
In addition, some courses are available as live, instructor-led training from one of our partners.
Objectives
- Explore the Crystal Reports interface
- Create a basic report and modify it
- Format reports
- Filter reports
- Group report data
- Create reports from data in multiple tables
- Use formulas
- Use conditional formatting
- Create summary reports and charts
- Export reports to Excel and PDF
- Use Report Wizards
- Use Sections to improve formatting
- Keep running totals
- Work with parameters
- Features of advanced formulas
- Create Sub reports
- Create and work with custom Groups
- Work with Cross Tab Reports
- Create Report Alerts
- Work with SQL
- Use more advance functions
- Work with geographic mapping
Prerequisites
All attendees should have basic familiarity with at least one relational database such as Microsoft Access, SQL Server, MySQL, Oracle, Sybase, or DB2.
Outline
Expand All | Collapse All
Introduction
Getting Acquainted with Crystal Reports
- Report Writing Process
- Opening Crystal Reports
- The Database Expert
- Review the Toolbars
- The Standard Toolbar
- The Formatting Toolbar
- The Insert Toolbar
- The Experts Toolbar
- The Navigation Toolbar
- The External Command Toolbar
- The Report Sections in the Design Tab
- Report Header
- Page Header
- Details
- Page Footer
- Report Footer
- The Field Explorer
- Preview the Report
- Adding Multiple Tables to Reports
Formatting Reports
- Formatting Fields
- The AdventureWorks Database
- The Format Painter
Working with Objects
- Text Objects
- Field Titles
- Using Fields in Text Objects
- Aligning and Sizing Objects
- The Section Expert
- Images
Filtering Reports
- Create a Filter Based on a Single Criterion
- Create a Filter for Multiple Selection Criteria
Sorting and Grouping Reports
- Using the Sort Expert
- Using the Group Expert
- Summarizing Records within Groups
Using Basic Formulas
- String Formulas
- Numeric Formulas
- Date/Time Formulas
- Running Totals
- Conditional Formulas
Advanced Formatting
- Using Multiple Sections
- Summary Reports
- Lines and Boxes
- The Highlighting Expert
Exporting and Distribution
- Exporting to Excel
- Exporting to PDF
- Exporting to Word
Using Parameters
- Creating Parameters
- Optional Parameters
- Using a List of Parameter Values
- Dynamic List of Values
- Cascading List of Values
- Multivalue Parameters
- Range Parameter
Using Subreports
- Unlinked Subreports
- Linked Subreports
Charts
- Adding a Chart to a Report
Cross-Tabulation Reports
- Creating a Cross-Tab Subreport
Advanced Techniques
- Special Fields
- Using the If Statement
- Using the Select Case Statement
- Conditional Formatting
- Alternating Row Formatting
Working with SQL
- The SELECT Statement
- The WHERE Clause
- Filtering with a WHERE Clause
- The ORDER BY Clause
- Joins
- SQL Commands
- SQL Expressions
Advanced Functions
- Evaluation Time Functions
- Working with Variables
- For Loops
- While Do Loops
- Working with Variables and Loops
Geographic Mapping
- Geographic Maps
- Map Basics
- Adding a Geographic Chart
Conclusion
Training Materials
All students receive comprehensive courseware covering all subjects in the course.
Software Requirements
- A recent version of Windows (Windows 10 recommended), with the latest service pack updates and at least 8 GB of RAM
- Crystal Reports with the latest updates installed
- Web browser
- Adobe Acrobat Reader for viewing PDF documents
- Optional: Microsoft Excel and Access, version 2007 or later
