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Crystal Reports XI Designer 2 Workshop

 

Course Description | Course Outline |Data Warehousing | IT Training

1. Refresher Exercise

  • Review of Planning a Report
  • Creating the Report
  • Placing Fields on the Report
  • Creating the Formulas
  • Advanced Grouping
  • Selecting Certain Records
  • Helpful Hints for Formatting the Report
  • Adding and Working with Text Objects
  • Hiding and Suppressing Sections
  • Guidelines

2. Power Formatting with Multiple Sections

  • Using Multiple Sections in Reports
  • Using the Section Expert to Work with Sections
  • Conditionally Formatting Multiple Sections

3. Using the Running Totals Feature

  • Understanding Running Totals
  • Creating Running Totals for a List of Numbers
  • Conditional Running Totals

4. Prompting with Parameters

  • Parameter Fields Overview
  • Parameter Field Considerations
  • Creating a Parameter Field
  • Using a Parameter to Select Records
  • Using a Parameter Field
  • Creating a Dynamic Value List for Parameter Values
  • Importing a Pick List
  • Adding Parameter Values to Text Objects
  • Allowing Multiple Values in Parameters
  • Using Multiple Parameter Fields in Reports
  • Specifying and Limiting a Range for a Parameter
  • Using Parameters in Conditional Formatting
  • Using an Edit Mask to Limit String Parameters
  • Sorting with a Parameter
  • Group Sorting with a Parameter
  • Using a Parameter to set N in a Top N or Bottom N report
  • Displaying Parameter Fields
  • Cascading Parameter Fields

5. Using Advanced Formula Features

  • Understanding How Crystal Reports Processes the Data
  • What Is a Pass
  • Pre-Pass#1
  • Pass #1
  • Pre-Pass #2
  • Pass #2
  • Pass #3
  • Using Evaluation Time Functions
  • Working with Variables
  • Declaring a Variable
  • Assigning a Value to a Variable
  • Using a Variable in a Formula
  • Variable Scope
  • Separating Statements in Complex Formulas
  • Working with Arrays
  • Understanding the Formula Evaluation Time Debugger

6. Using Subreporting as a Workaround Solution

  • Understanding Subreports
  • Unlinked versus Linked Subreports
  • Creating an Unlinked Subreport
  • Linking a Subreport
  • Database Links versus Subreports in One-to-Many Situations
  • Formatting the Subreport
  • Passing Data from the Main Report into a Subreport
  • Creating On-Demand Subreports
  • Creating Hyperlinks
  • Using Subreports to Link "Unlinkable" Data

7. Creating Powerful Groups

  • Customizing the Group Name Field
  • Using a Field Name to Customize the Group Name
  • Using a Formula to Customize the Group Name Field
  • Creating Custom Groups
  • Customizing Group Sort Order
  • Grouping on a Formula Field
  • Using Group Selection to Filter the Records in the Report
  • Grouping Hierarchically

8. Working with Cross-Tab Reports

  • Understanding How Cross-Tabs Affect Your Data
  • Creating a Cross-Tab Report
  • Creating a Cross-Tab with Multiple Rows or Columns
  • Applying a Formatting Style to the Cross-Tab
  • Customizing the Cross-Tab Format
  • Changing Background Colors
  • Formatting Individual Cells
  • Changing the Summary Operation
  • Suppressing Rows, Columns or Totals
  • Repeating Row Heading for Multi-Page Cross-Tabs
  • Using Alias Names for Column and Row Headings\
  • Charting Cross-Tabs
  • Customizing Cross-Tab Group Names
  • CurrentFieldValue

9. Report Alerts

  • What are Report Alerts
  • Creating Report Alerts
  • Basing Report Formulas or Conditional Formatting on Report Alerts
  • Creative Usage for Report Alerts

10. Report Templates

  • What is a Report Template
  • Standard Report Creation Wizard and Templates
  • The Template Expert
  • Applying a Template and the consequences
  • Template Considerations
  • Creating Your Own Templates
  • Inserting Template Fields
  • Formatting Template Fields
  • Giving Template Fields a Value