CR-202: Crystal Reports Designer 2013/2016 Level 3

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About this Course

This two-day workshop is designed to expand your working knowledge of Crystal Reports® and move you into creating more complex reports. Time will be spent walking you through the tips and tricks of advanced report writing along with a good amount of hands on practice. In addition, you will cover custom functions, advanced formulas and report inefficiencies techniques. This course incorporates a number of hands on exercises that reinforce the learning process.

Audience Profile

The primary audience for this course is as follows:

  • Administrators
  • Developers
  • End-users who need to create dynamic reports from varying data sources

At Course Completion

Outline

1. Refresher Exercise

Review of Planning a Report

Creating the Report

Placing Fields on the Report

Advanced Grouping

Selecting Certain Records

Group Sorting

The Report Header

The Group Chart

 

2. Custom Functions

What is a Custom Function

Custom Function Arguments

When to use a Custom Function

Creating Custom Functions

Creating a Custom Function using the Custom Function Editor

Using Crystal Syntax

Using Basic Syntax

Custom Functions

Properties Using the Formula Expert

Custom Functions

Using the Formula Extractor

Custom Function Limitations

 

3. Using Advanced Formula Features

Advanced Formula Syntax Review of If…then…else…

Expressions Alternatives to the IF THEN ELSE Function

Select Case Statement

Immediate If Function

IIF (expression, truePart, falsePart)

For Loops

Exit For

While Do Loops

Join Function

The Split Function

Crystal Formula Sizing Limitations

 

4. Crystal Reports, Data Access and SQL

What is SQL?

Direct Database Driver

ODBC

OLE DB

Viewing the SQL

SQL Commands

Creating a SQL Command

Adding a Parameter to the Command

SQL Expressions

Creating a SQL Expression

 

5. Advanced Database Concepts

Using the Database Expert for Linking

Order Links Dialog

Index Legend Dialog

Link Options Dialog

Adding and Removing Databases/Tables from the Report

Adding Tables to a Report Multiple Times

Changing the Join Type for a Link

Database Changes

Database Verification

Set Data Source Location

Re-mapping Database Fields

Views

Stored Procedures

Non ODBC Connection Types

 

6. Running Reports Efficiently

Understanding What Crystal Can Pass to

the Database and How That

Affects Report Performance

Strategies for Efficient Report

Performance

Interpreting the SQL Query

Using an SQL Statement to Make a

Report More Efficient

Record Selection and Performance

Performance Information

Report Definition

Saved Data

Processing

Latest Report Changes

Performance Timing

Server Based Grouping

Requirements for Server Based

Grouping

Select Distinct Command

 

7. Manual Cross-Tab Reports

Creating a Cross-Tab Object

Creating a Cross-Tab without the Expert

 

8. Tips and Tricks

Formatting Subreports

Parameter Tips and Tricks

Conditional Formatting

Formatting Page Headers

Using Fonts to Enhance Readability of

your Report

Windows Character Map

String Fields and Dates

Dates Activity

 

9. OLAP Reporting

OLAP Explanation

OLAP Servers

Creating an OLAP Report

OLAP Report Formatting

Prerequisites

The knowledge and skills that a learner should have before attending this course are as follows:

  • Successful completion of the Designer 1 and Designer 2 Workshops is strongly recommended