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