CR-201: Crystal Reports Designer 2013/2016 Level 2

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About this Course

This two-day course covers the more complex and powerful features of Crystal Reports. The course focuses on the student’s ability to perform tasks using the most productive techniques allowing you to pull data from all times of data sources. The course discusses very technical issues and includes several fast-paced, comprehensive exercises.

Audience Profile

Experienced administrators, developers and end-users who are experienced with Crystal Reports.

At Course Completion

Outline

1. Refresher Exercise

Review of Planning a Report

Creating a 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

 

2. Power Formatting

Using Multiple Sections in Reports

Using the Section Expert to Work with

Sections

Exercises

 

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

Using the Parameter Panel

Creating a Dynamic Value List

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?

Using Evaluation Time Functions

Working with Variables

Declaring a Variable

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

Creating Custom Groups

Customizing Group Sort Order

Using Group Selection to Filter the

Records in the Report

Grouping on a Formula Field

Grouping Hierarchically

 

8. Working with Cross-Tab Reports

Understanding How Cross-Tabs Affect Your Data

Creating a Cross-Tab Report

Crating a Cross-Tab with Multiple Rows or Columns

Applying a Formatting Style to the

Cross-Tab

Customizing the Cross-Tab Format

Changing the Summary Operation

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

 

Appendix A – 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

 

Appendix B: The Northwind 2008 Database

 

Appendix C: Installation and System Requirements

Installing the Application

Minimum Installation Requirements

 

Appendix D: Setup Instructions for Crystal

Reports 2013

 

Crystal Reports 2013 Application

Installation Instructions

Installing Required Class Files

 

Appendix E: Function and Operation

Locations

Prerequisites

A comfort level of understanding in regards to relational databases.