Crystal Reports 2013 Basic

Crystal Reports 2013 Basic


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This two-day, interactive workshop was designed for new users of Crystal Reports® XI. Some of the topics covered include a review of the software features, report design, and the creation of presentation quality reports. The course incorporates a number of hands-on exercises to reinforce the learning process.



1. Creating a Simple Report
- Starting the Crystal Reports Program
- Starting a New Report
- Choosing a Data Source
- The Main Components of the Design Window
- Exploring the Toolbars
- Managing Resources with Explorers
- Placing Fields on the Report
- Selecting and Sizing Objects
- Browsing Field Data
- Moving and Aligning Objects
- Using Guides and Guidelines to Move and Align Objects
- Creating Text Objects
- Saving the Report
- Autosaving the Report
- Previewing the Report
- Refreshing the Data
- Using the Status Bar
- Getting Help

2. Formatting Features
- Quick Formatting with the Template Expert
- Formatting Objects
- Format Painter
- Inserting Lines and Boxes
- Drawing a Line
- Drawing a Box
- Inserting Graphics
- Working with the Page Commands
- Working with Text Objects
- Adding Fields into a Text Object
- Formatting Part or All of an Object
- Inserting Special Fields

3. Selecting Specific Records from the Database
- Filter Types of the Select Expert
- Database Filtering with the Select Expert
- Selecting Records with Multiple Criteria
- Viewing and Editing the Select Formula
- Case Sensitive vs. Case Insensitive
- Record Selection Formula Templates

4. Grouping and Sorting Data
- When and Why to Group Records
- Creating a Group
- Group and Sort Direction
- Customize Group Name Field
- Modifying Groups
- Creating Multiple Groups in a Report
- Using the Preview Panel
- Using the Group Tree to Navigate the Report
- Reordering Groups
- Sorting Records within a Group
- Using the Sort Control
- Summarizing Groups
- Additional Summary Options
- Grouping Data in Date/Time Intervals
- Calculating Percentages
- Ordering Groups Based on Their
- Subtotals Using the Group Sort
- Expert

5. Combining Multiple Tables
- Understanding Tables, Records, and Fields
- Learning about Linking
- Adding Multiple Tables to a Report

6. Creating and Using Formulas
- Understanding Crystal Formula Syntax
- without Being a Programmer
- About the Formula Workshop
- Using the Formula Workshop
- Using the Formula Editor
- The Formula Editor Toolbar
- Performing Simple Number Calculations
- Manipulating Dates with Formulas
- Creating Boolean (True/False) Formulas
- Creating String Formulas
- Using Bookmarks to Navigate Through
- Formulas

7. Conditional Formatting
- Formatting Sections
- Formatting Sections Conditionally
- Conditionally Formatting Fields

8. Creating Summary Reports and
- Charts
- Creating a Summary Report
- Applying the Drill-Down Feature
- Applying the DrillDownGroupLevel
- Producing Charts
- Editing Charts
- Formatting Charts
- Using the Chart Options
- Modifying Individual Objects in the
- Chart
- Using the Chart Options
- Modifying Individual Objects in the
- Chart
- Applying Chart Templates

9. Exporting Your Reports
- Understanding Export Formats and
- Destinations
- Using the PDF Format for Crystal
- Reports
- HTML Preview
- Exporting to Windows Applications
- Exporting to a Report Definition Format

10. Using the Report Wizards
- What are the Report Wizards?
- Create a Report Using the Standard
- Report Creation Wizard
- The Data Dialog Box
- The Fields Dialog Box
- The Grouping Dialog Box
- The Summaries Dialog Box
- The Group Sorting Dialog Box
- The Chart Dialog Box
- The Record Selection Dialog Box
- The Template Dialog Box

11. Appendix A – Mapping
- Understanding Maps
- Map Layouts
- Map Types
- Formatting the Map
- Drilling Down on Maps
- Advanced Formatting of Maps
- Changing the Geographic Map
- Using the Map Navigator
- Changing Map Layers
- Resolving Data Mismatches

12. Appendix B – Before you Begin
- Defining the Purpose of the Report
- Determining the Layout of the Report
- Finding the Data
- Organizing the Data for the Report
- The Workbench



Working knowledge of Windows environments is required.
Familiarity with relational database concepts (tables, fields, and records) is recommended.



Administrators, developers and end-users who need to create dynamic reports from varying data sources.