Introduction to Crystal Reports

Course Objectives

This course introduces attendees to Crystal Reports.

Prerequisites

A basic understanding of Windows is recommended.

Course Duration

1 day

Course Content

  • Introduction
    • Viewing an existing Report
    • The screen layout
    • Toolbars
    • Design Tab
    • Preview Tab
  • Using Database Expert
    • Making the Connection
    • Choosing the correct Sheet or Range (Excel)
    • Choosing the correct Table or View (Access)
  • Using Field Explorer
    • Database Fields
    • Formula Fields
    • Special Fields
  • Building a New Report
    • Sections of a Report
    • Inserting Fields
    • Previewing Reports
    • Re-sizing / Repositioning
    • Adding a Report Title
    • Saving with Data
    • Saving without Data
  • Formatting
    • Formatting Text Entries
    • Formatting Numeric Entries
    • Formatting Dates
    • Aligning Objects
    • Size and Position Window
  • Sorting / Selecting Records
    • Sorting with Record Sort Expert
    • Sorting by more than one field
    • Selecting Records with Criteria
    • Using Multiple Criteria
  • Grouping / Summarising Records
    • Group Expert
    • Group Header and Footer Sections
    • Grouping by another level
    • Grouping in a specified order
    • Inserting Summary Fields
    • Group Sort Expert
  • Further Formatting
    • Adding Boxes and Lines
    • Formatting Boxes and Lines
    • Format Painter
  • Formulas and Functions
    • The Formula Workshop
    • Math Functions
    • Summary Functions
    • String Functions
  • Conditional Formatting
    • Highlighting Expert
    • Using formulas to control formatting
  • Report Wizard
    • Connection / Fields
    • Grouping / Summary
    • Group Sort / Record Selection

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