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Crystal Reports

Aims


Aims

Crystal Reports is a reporting solution used to design and generate reports from a wide range of data sources.  It enables you to produce professional reports, reducing dependency on IT experts.




By attending this course you will build the skills necessary to create your report by connecting data sources, inserting additional information and positioning then arranging the data on the report in the format needed.  Report formats can vary from a simple column of values to layouts featuring pie charts, bar charts, cross-tab summary tables and nested sub-reports.  Crystal Reports is designed for “presentation quality” reports so there are many options for enhanced formatting.




Structure

This course is a 2-day, instructor-led training course run in partnership with Chase International. 







Course Content




You will cover a wide range of features and learn how to plan, create and distribute reports which analyse database information.



Topics include:








Report Planning



• Database and reporting concepts

• Planning a report



Creating a Report



• Connecting to data sources

• Using and linking tables

• The design environment

• Inserting objects on a report

• Previewing and saving a report

• Positioning and sizing and formatting objects



Selecting Records



• Using the Select Expert

• Setting the record selection criteria

• Defining saved and refreshed data

• Applying and modifying record selection

• Applying time-based record selection



Data Organisation



• Sorting records

• Grouping records

• Summarising data



Formatting



• Adding graphics to report

• Merging data with text objects

• Applying specialised formatting

• Using in built functions



Section Formatting



• Formatting Sections

• Creating summary reports

• Advanced Section Features
Creating Formulae



• Using the Formula Editor

• Using the Formula Workshop

• Functions and Operators

• Text, Numeric and Date Functions

• If-Then-Else and Select Case

• Boolean Formulae

• Formula Tips & Techniques



Conditional Reporting



• Formatting data conditionally

• Using the Highlighting Expert

Visual Representation

• Creating and using Charts

• Creating and using Maps



Report Styles



• Different report styles

• Report examples & tips

• Report templates



Building Parameterised Reports



• Defining and creating parameters

• Building a report with parameters

• Using edit masks and descriptions

• Grouping using parameters

• Distributing reports to users



Distribution of Reports



• Exporting a report

• Distributing reports to users

• Publishing to CRS InfoView










Suitable for

This course is ideal for any report designer (new to Crystal Reports or wishing to brush up current skills) who is responsible for creating and distributing database reports.




No prior knowledge is required although knowledge of Windows conventions is useful.  Basic database concepts will be covered if required. 




Cost

£495 (ex VAT) includes materials, refreshments and 2 course lunch each day.



Product Editions and Versions



This course can be delivered to users of any version and edition of Crystal Reports from Version 8.5 to the current XI R2. Editions covered – Professional, Developer, Server.



Additional Training






This course may be followed by the Chase International Crystal Reports Advanced training course.

Users of Crystal Reports Server may follow on with additional Administrator and InfoView training.


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