Crystal Reports 7.0 - Introduction

Code:

 ZD78-400

Series:

 Computer Professional

Duration:

 2 days
Overview
Examine the application's capabilities
Think about the steps necessary to create reports
Review reports and databases to be used in class
Modify the program default settings
Use help

Creating Basic Reports
Identify the sections of the report
Create a new report
View your report as it will print
Format your report by changing the size and position of the fields
Enhance your report by adding a report title and changing the font attributes of your labels
Add page numbers and other document information as well as a company logo or other graphic in your report
Save your report

Selecting and Sorting Records
Use the Select Expert to limit records Topic title
Add an additional selection criterion using the "And" statement
Change the selection criteria to use the "Or" statement
Sort records

Grouping and Summarizing
Define a single level group Topic title
Define a multiple level group
Modify grouping options
Insert subtotals and grand totals
Insert summary fields
Use Top N/Sort Group Expert

Using the Report Expert
Create new reports using the Standard Report Expert
Create new reports using the Mailing Labels Report Expert
Edit a report created using an Expert		 Basic Cross-Tabs
Understanding cross-tab reports
Use the Cross-Tab Expert
Edit your cross-tab report
Modify cross-tab layout options
Format your cross-tab report

Linking
Understand relational database basic concepts
Create links using the Visual Linking Expert
Examine Link Options
Look at the difference between PC and SQL links

Creating Formulas
Understand Formula Components
Create new formulas using the Formula Editor
Make changes to formulas
Create and use String formulas
Create and use Date functions
Work with summary formulas
Create and use If-Then-Else functions

Formatting Sections
Review sections
Resize sections in Design view
Use the Section Expert
Create Summary and Drill Down reports

Report Distribution
Identify exporting options
Compile a report
Work with compiled reports

 
Crystal Reports 7.0 - Introduction

Course specifications
Course number: 078 400
Course length: 2 day(s)

Course description

Overview:
Students will learn the basics of report creation including sorting, grouping, linking, basic formula creation, working with report experts and how to distribute reports to other users.

Prerequisites:
An introductory course for Windows 95, Windows 98, or Windows NT 4.0 or equivalent knowledge.

Delivery method:
Instructor-led, group-paced, classroom-delivery learning model with structured hands-on activities.

Benefits:
Students will learn how to create basic reports that include linking, formulas, working with sections, selection criteria and report distribution.

Target student:
This course is designed for users with little or no experience with Crystal Reports but who have the need to generate reports based on data available to them. Although no database experience is necessary, some of the concepts may be more meaningful if the user has worked with database applications before. A basic knowledge of relational data concepts is also recommended.


What's next:
Crystal Reports 7.0 - Introduction is the first course in this series. Students who want to learn advanced features can take Crystal Reports 7.0 - Advanced.

Crystal Reports 7.0 - Introduction

Performance-based objectives
Lesson objectives help students become comfortable with the course, and also provide a means to evaluate learning. Upon successful completion of this course, students will be able to:

Plan the needs for your report including data as well as appearance.

  • Become familiar with components of the Crystal Reports application window.
  • Create reports based directly on database information, use a report expert or create a copy of an existing report.
  • Add, modify and remove report objects such as data fields, text objects, file information, graphics, lines and boxes.
  • Format the appearance of your report using font, color, border and number choices.
  • Change the selection criteria and sort order of your data.
  • Create subtotals, grand totals and summaries for your report data.
  • Create, edit and delete formulas.
  • Understand Crystal's formula language.
  • Understand linking concepts then create and modify your own links.
  • Identify and control Crystal's report sections.
  • Distribute your reports to those who need the information through a variety of methods.