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Overview
This workshop is designed
for experienced Crystal Report users. The intent of the course is
to increase the design skills and expand into the expert features
and powerful functionality of Crystal Reports. This workshop delves
into the most complex techniques used for creating reports and solving
reporting problems, as well as hands-on practice time with formula
solutions
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Length
- 2 Days
Class Time
-
8:30 to 4:30
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Prerequisites
Students must have
taken the Introductory Report Design course and/or understand basic
report design concepts such as linking, record selection, sorting,
grouping, summarizing, basic formulas, conditional reporting and section
formatting. Proficient knowledge of Windows environment and a thorough
understanding of relational database concepts are required. Successful
completion of the pre-requisite exercise (at the bottom of the page)
is strongly recommended.
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Price
$1095
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COURSE
OUTLINE
Introduction
Introduction Objectives
About Crystal Reports
Training PhilosophyPre-Qualification Exercise for the Power User Workshop
Power User Workshop Class Objectives
About This Manual
Tips, Notes, and Warnings
Refresher
Exercise
Lesson Objectives
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
Power
Formatting with Multiple Sections
Lesson Objectives
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
Prompting
with Parameters
Lesson Objectives
Parameter Fields Overview
Parameter Field Considerations
Creating a Parameter Field
Using a Parameter to Select Records
Using a Parameter Field
Creating a Pick 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
Limiting the Range for a Parameter
Using Parameters in Conditional Formatting
Using an Edit Mask to Limit String Parameters
Sorting with a Parameter
Challenge Exercise - Using Parameters
Subreports
Lesson Objectives
Understanding Subreports
Unlinked versus Linked Subreports
Creating an Unlinked Subreport
Linking a Subreport
Database Links versus Subreports in One-to-Many Situations
Creating On-Demand Subreports
Creating Hyperlinks
Using Subreports to "Link Unlinkable" Data
Challenge Exercise - Creating Reports with Linked Subreports
Creating
Powerful Groups
Lesson Objectives
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
Additional Practice Exercise - Create Customized Grouping
Brain Teaser - Using Group Selection
Challenge Exercise - Creating a Group Using a Formula
Using
Advanced Formula Features
Lesson Objectives
Understanding How Crystal Reports Processes the Data
What Is a Pass?
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
Challenge Exercise - Understand and Set Up the YTD Comparison Report
Challenge Exercise - Declare Variables and Conditionally Assign Values
to Them
Running
Totals
Lesson Objectives
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
Working
with Cross-Tab Reports
Lesson Objectives
Understanding How Cross-Tabs Affect Your Data
Creating a Cross-Tab Report
Creating a Cross-Tab with Multiple Rows or Column
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
Challenge Exercise - Cross-Tab Reports
The
Repository
Lesson Objectives
Understanding the Repository
Getting to know the Crystal Repository
Creating your own Repository
Repository and Text Objects/Images
Repository and SQL Commands
Repository and Custom Functions
Challenge Exercise - Creating a Report using the Crystal Repository
Report
Templates
Lesson Objectives
Understanding Report Templates
Applying Report Templates
Creating your own Report Template
Rules for Report Templates
Challenge Exercise - Creating a Report Template and Applying it
Introduction
to Custom Functions
Lesson Objectives
Understanding Custom Functions
Using a Custom Function
Basic modification of a Custom Function
Sharing a Custom Function
Advanced
Formula Syntax
Lesson Objectives
Select Case Statement
For Loop
While Do loop
Join and Split
Using the above syntax in a report
SQL
Commands
Lesson Objectives
Understanding SQL and ODBC
Why Use a Command?
Writing a Report Against the Command
Advanced
Linking
Lesson Objectives
Using the Database Expert
Adding and Removing Databases from the Report
Remapping Database Fields
Using the Map Fields Dialog Box to Remap Fields
Adding Tables to a Report Multiple Times
Changing the Join Type for a Link
Optional
The course includes
extensive optional “challenge” exercises for users who
want to test their skills at a more advanced level.
Pre-Qualification
Exercise
Using the Xtreme
sample database that ships with Crystal Reports, create a report that
invoices customers for each order. This report needs to show the customer
billing address, the PO#, the sales person, the order date, the requested
date, the ship date and the company that shipped the order. The Details
section should list the product ID, the product name, the description,
the unit price, the quantity and the line item total.
Select only those orders with an Order Amount greater than zero
and with a ship date between January 1, 1997 and March 31, 1997.
Group on the Customer ID, then on the Order ID. Display each order
on its own page. Sum the line item total amount for each Order ID.
Calculate the sales tax for the order at 6% and total the subtotal
and sales tax.
You will need to pull data from the following tables:
- Customer
- Orders
- Orders Detail
- Product
- Product Type
- Employee
You will need to create the following formulas:
- Line Item Total that multiplies the unit price by the quantity
for each product ordered
- Sales tax that multiplies the sum of each line item total by
6%
- Order Total that adds the sum of each line item total and the
sales tax
- Product Description that contains nested If…Then…Else….
Statements to show the Size field if the Color field is empty,
the Color field if the Size field is empty, and both fields, separated
by a comma, if both contain data
You will need to create the following text boxes:
- An address box with the text To: followed by the company name,
the address, city, region and postal code
- An employee box with the employee’s first name, a space,
and the last name
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