Crystal Reports XI Designer II Course

Course Code: CR 11
Course Abstract: This two-day workshop is designed to enhance basic report writing skills and move into creating more complex reports. Time will be spent discussing the tips and tricks of advanced report writing along with a good amount of hands-on practice. In addition professional design, techniques, sub reporting and advanced formulas will be covered.
Audience: This class is designed for Crystal Reports XI users.
Duration: 2 days
Learning Outcomes:

Upon completion of this course, the participant will be able to:
> Apply advanced formula features
> Create powerful groups
> Work with Cross-Tab Reports
> Utilize the Report Templates

Course Topics:

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

Power Formatting with Multiple Sections
Using Multiple Sections in Reports
Using the Section Expert to Work with Sections
Conditionally Formatting Multiple Sections
Advanced Drill Down Group Level
Challenge Exercise – Formatting with Multiple Sections
Challenge Exercise – Conditionally Formatting Multiple Sections

 
Using the Running Totals Feature
Understanding Running Totals
Creating Running Totals for a List of Numbers
Conditional Running Totals
Challenge Exercise – Creating Running Totals
Challenge Exercise – Creating a Conditional Running Total

Prompting with Parameters
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
Using a Parameter to set N in a Top N Report
Cascading Parameters
Challenge Exercise – Using Parameters

Using Advanced Formula Features
Understanding How Crystal Reports Processes the Data
What is a Pass?
Using Evaluation Time Functions
Working with Variables
Declaring Variables
Declaring a Variable
Using a Variable in a Formula
Variable Scope
Separating Statements in Complex Formulas
Working with Arrays
Challenge Exercise – Understand the Set up the YTD Comparison Report
Challenge Exercise - Declare Variables and Conditionally Assign Values to Them

Using Sub reporting as a Workaround Solution
Understanding sub reports
Unlinked versus Linked sub reports
Creating an unlinked sub report
Linking a sub report
Database Links versus Sub reports in One-to-Many situations
Creating On-Demand Sub reports
Creating Hyperlinks
Using sub reports to link “unlinkable” data
Challenge Exercise – Creating reports with linked sub reports

Creating Powerful Groups
Using the Group Expert
Using a Field Name to Customize the Group Name
Using a Formula to Customize the Group Name Field
Creating Custom Groups
Grouping on a Formula Field
Using Group Selection to filter the Records in the report
Grouping Hierarchically
Create customized grouping
Brain Teaser – Using Group Selection
Challenge Exercise – Creating a Group using a formula

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 colors
Formatting individual cells
Changing the Summary Operation
Suppressing Rows, Columns or Totals
Repeating Row Heading for Multi-page Cross-Tabs
Charting Cross-Tabs
Challenge Exercise – Cross Tab Reports

Report Alerts
What are Report Alerts
Creating Report Alerts
Challenge Exercise – Using Report Alerts with Parameter

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 template
Inserting Template Fields
Formatting Template Fields
Giving Template Fields a Value

Appendix A – The Xtreme Sample Database
Appendix B – Installation and System Requirements
Appendix C – Function and Operator Locations
Appendix D - Glossary

Prerequisites: Successful completion of either the Designer I Workshop or the pre-qualification exercise is strongly recommended.
Note: All fields are required
At the present time we do not offer training for individuals or groups less then 6 individuals. We apologize for any inconvenience.


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