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Course Description
Crystal Reports XI:
Report Design I - Fundamentals of Report
Design
Description: This two-day instructor-led course
is designed to give students comprehensive skills and in-depth knowledge
to plan and create reports that will help them analyze and interpret important
information.
After completing the course, students will be able to:
- Plan a report
- Create a report
- Organize data on a report
- Format a report
- Create basic formulas
- Apply section formatting
- Apply conditional reporting
- Present data visually
- Distribute a report
Audience: This course is designed for report designers,
new to Crystal Reports, who are responsible for creating and distributing
reports.
Duration: 2 days
Prerequisites: To be successful, students who
attend this course must have a working knowledge of:
- Microsoft Windows
- Microsoft Excel
- Relational databases, or is familiar with relational database concepts
- Microsoft Internet Explorer or Netscape Navigator.
Topics Covered:
| Planning a Report
- Defining database concepts
- Planning the layout and content of a report
- Developing a prototype of a report
Selecting Records
- Defining the Select Expert
- Determining the record selection criteria
- Defining saved and refreshed data
- Applying record selection
- Applying additional record selection criteria
- Modifying record selection
- Applying time-based record selection
Creating a Report
- Connecting to a data source
- Adding tables
- Defining the design environment
- Inserting objects on a report
- Previewing and saving a report
- Positioning and sizing objects
- Formatting objects
Organizing Data on a Report
- Sorting records
- Grouping records
- Summarizing data
Applying Section Formatting
- Formatting sections
- Creating a summary report
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Formatting a Report
- Adding graphical elements
- Combining text objects with database fields
- Formatting individual elements of a text object
- Apply specialized formatting
- Inserting fields with pre-built functions
Representing Data Visually
Distributing Reports
- Exporting a report
- Saving a report to Crystal Enterprise
Creating Basic Formulas
- Defining a formula
- Creating a formula
- Applying Boolean formulas
- Applying If-Then-Else formulas
- Applying data calculations
- Applying number calculations
- Applying string manipulation
Applying Conditional Reporting
- Determining trends in data
- Formatting data conditionally
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