Lantec | Course: Crystal Reports 2008(v12) - 2011(v14) Designer 1

Crystal Reports Level 1

2 days


This two-day interactive workshop was designed for new users of Crystal Reports 2008 and Crystal Reports 2011. 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.


Lesson 1: Creating a Report

  • Topic A: Starting the Crystal Reports Program
  • Topic B: Starting a New Report
  • Topic C: Choosing a Data Source
  • Topic D: The Main Components of the Design Window
  • Topic E: Exploring the Toolbars
  • Topic F: Managing Resources with Explorers
  • Topic G: Placing Fields on the Report
  • Topic H: Selecting and Sizing Objects
  • Topic I: Browsing Field Data
  • Topic J: Moving and Aligning Objects
  • Topic K: Using Guides and Guidelines to Move and Align Objects
  • Topic L: Creating Text Objects
  • Topic M: Saving the Report
  • Topic N: Auto-saving the Report
  • Topic O: Previewing the Report
  • Topic P: Refreshing the Data
  • Topic Q: Using the Status Bar
  • Topic R: Getting Help

Lesson 2: Formatting Features

  • Topic A: Quick Formatting with the Template Expert
  • Topic B: Using the Format Painter
  • Topic C: Formatting Objects
  • Topic D: Inserting Lines and Boxes
  • Topic E: Inserting Graphics
  • Topic F: Working with the Page Commands
  • Topic G: Changing Page Orientation
  • Topic H: Changing Margins
  • Topic I: Working with Text Objects
  • Topic J: Adding Fields into a Text Object
  • Topic K: Formatting Part or All of an Object
  • Topic L: Inserting Special Fields
  • Topic M: Challenge Exercise – Formatting Features

Lesson 3: Database Filters

  • Topic A: Filtering Data with the Select Expert
  • Topic B: Selecting Records with Multiple Criteria
  • Topic C: Viewing and Editing the Select Formula
  • Topic D: Case Sensitive vs. Case Insensitive
  • Topic E: Record Selection Formula Templates
  • Topic F: Challenge Exercise - Selecting Specific RecordsChallenge Exercise - Selecting a Range of Values

Lesson 4: Report Grouping

  • Topic A: When and Why to Group Records
  • Topic B: Creating a Group
  • Topic C: Group and Sort Direction
  • Topic D: Customize Group Name Field
  • Topic E: Modifying Groups
  • Topic F: Creating Multiple Groups in a Report
  • Topic G: Using the Group Tree to Navigate the Report
  • Topic H: Reordering Groups
  • Topic I: Using the Sort Control
  • Topic J: Summarizing Groups
  • Topic K: Additional Summary Options
  • Topic L: Grouping Data in Date/Time Intervals
  • Topic M: Calculating Percentages
  • Topic N: Ordering Groups Based on Their Subtotals Using the Group Sort Expert
  • Topic O Challenge Exercise - Grouping, Sorting, Summarizing
  • Topic P: Challenge Exercise - Calculating Percentages

Lesson 5: Multiple Table Joins

  • Topic A: Understanding Tables, Records, and Fields
  • Topic B: Learning About Linking
  • Topic C: Adding Multiple Tables to a Report
  • Topic D: Challenge Exercise - Using the Database Expert to Link Tables

Lesson 6: Creating Formulas

  • Topic A: Understanding Crystal Formula Syntax without Being a Programmer
  • Topic B: About the Formula Workshop
  • Topic C: Using the Formula Workshop
  • Topic D: Using the Formula Editor
  • Topic E: The Formula Editor Toolbar
  • Topic F: Performing Simple Number Calculations
  • Topic G: Manipulating Dates with Formulas
  • Topic H: Creating Boolean (True/False) Formulas
  • Topic I: Creating String Formulas
  • Topic J: Using Bookmarks to Navigate Through Formulas
  • Topic K Challenge Exercise - Creating String Formulas Challenge
  • Topic L: Exercise – Creating String Formulas
  • Topic M: Challenge Exercise – Doing Calculations
  • Topic N: Challenge Exercise – Subtracting Dates
  • Topic O: Challenge Exercise – Using Nested If Statements

Lesson 7: Conditional Formatting

  • Topic A: Formatting Sections
  • Topic B: Formatting Sections Conditionally
  • Topic C: Conditionally Formatting Fields
  • Topic D: Challenge Exercise - Section Formatting and Conditional Formatting
  • Topic E: Summary Reports and Charts

Lesson 8: Creating a Summary Report

  • Topic A: Applying the Drill Down Feature
  • Topic B: Applying the DrillDownGroupLevel
  • Topic C: Producing Charts
  • Topic D: Editing Charts
  • Topic E: Formatting Charts
  • Topic F: Using the Chart Options
  • Topic G: Modifying Individual Objects in the Chart
  • Topic H: Applying Chart Templates
  • Topic I: Challenge Exercise - Creating a Summary Report
  • Topic J: Challenge Exercise – Charting

Lesson 9: Exporting Reports

  • Topic A: Understanding Export Formats and Destinations
  • Topic B: Using a PDF Format for Crystal Reports
  • Topic C: Exporting to Windows Applications
  • Topic D: Exporting to a Report Definition Format

Lesson 10: Report Wizards

  • Topic A: What are the Report Wizards?
  • Topic B: Create a Report Using the Standard Report Creation Wizard
  • Topic C: The Data Dialog Box
  • Topic D: The Fields Dialog Box
  • Topic E: The Grouping Dialog Box
  • Topic F: The Summaries Dialog Box
  • Topic G: The Group Sorting Dialog Box
  • Topic H: The Chart Dialog Box
  • Topic I: The Record Selection Dialog Box The Template Dialog Box
  • Topic J: Challenge Exercise - Create a Report Using a Report Wizard

Lesson 11: Mapping

  • Topic A: Understanding Maps
  • Topic B: Map Layouts
  • Topic C: Map Types
  • Topic D: Formatting the Map
  • Topic E: Drilling Down on Maps
  • Topic F: Changing the Geographic Map
  • Topic G: Using the Map Navigator
  • Topic H: Changing Map Layers
  • Topic I: Resolving Data Mismatches

Lesson 12: Before You Begin

  • Topic A: Defining the Purpose of the Report
  • Topic B: Determining the Layout of the Report
  • Topic C: Finding the Data
  • Topic D: Organizing the Data for the Report
  • Topic E: The Workbench

Lesson 13: Setting Default and Report Options

  • Topic A: Setting the Default Layout for Design and Preview Views

Lesson 14: The Northwind 2008 Database

  • Topic A: A relational diagram of tables existing the Northwind 2008 database provided with the Designer 1 class files

Lesson 15: Glossary

  • Topic A: A complete glossary of terms used throughout the book

Scheduled Courses

Nov 04, 2024

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Jymmye Shafer, Schumacher Group

"I enjoyed the class. Ryan is very patient and knows what he is doing!"