Basic Reporting
Before
You Begin
•Defining the Purpose of the Report
•Determining the Layout of the Report
•Finding the Data
•Organizing the Data for the Report
Creating
a Simple Report
•Starting the Crystal Reports Program
•Starting a New Report
•Choosing a Data Source
•The Main Components of the Design Window
•Exploring the Toolbars
•Managing Resources with Explorers
•Placing Fields on the Report
•Selecting and Sizing Objects
•Browsing Field Data Moving and Aligning
Objects
•Using Guides and Guidelines to Move and
Align Objects
•Creating Text Objects
•Saving the Report
•Auto-saving the Report
•Previewing the Report
•Refreshing the Data
•Getting Help
•Challenge Exercise - Creating a Basic Report
Formatting Features
•Quick Formatting with the Template Expert
•Using the Format Painter
•Formatting Objects
•Inserting Lines and Boxes
•Drawing a Line
•Drawing a Box
•Inserting Graphics
•Working with the Page Commands
•Changing Page Orientation
•Changing Margins
•Working with Text Objects
•Adding Fields into a Text Object
•Formatting Part or All of an Object
•Inserting Special Fields
Selecting
Specific Records from the Database
•Filtering Data with the Select Expert
•Selecting Records with Multiple Criteria
•Viewing and Editing the Select Formula
•Case Sensitive vs. Case Insensitive
•Record Selection Formula Templates
•Challenge Exercise - Selecting Specific
Records
•Challenge Exercise - Selecting a Range of
Values
Grouping and Sorting Data for Summary Purposes
•When and Why to Group Records
•Creating a Group
•Group and Sort Direction
•Customize Group Name Field
•Modifying Groups
•Creating Multiple Groups in a Report
•Using the Group Tree to Navigate the Report
•Reordering Groups
•Summarizing Groups
•Additional Summary Options
•Grouping Data in Date/Time Intervals
•Calculating Percentages
•Ordering Groups Based on Their Subtotals
•Using the Group Sort Expert
•Challenge Exercise - Grouping, Sorting,
Summarizing
•Challenge Exercise - Calculating Percentages
Adding Flexibility to
Reports
Combining
Multiple Tables
•Understanding Tables, Records, and Fields
•Learning About
Linking
•Adding Multiple Tables to a Report
•Challenge Exercise - Using the Database
Expert to Link Tables
•Creating and Using Formulas
•Understanding Crystal Formula Syntax
•About the Formula Workshop
•Using the Formula Workshop
•Using the Formula Editor
•The Formula Editor Toolbar
•Performing Simple Number Calculations
•Manipulating Dates with Formulas
•Creating Boolean (True/False) Formulas
•Creating String Formulas
•Using Bookmarks to Navigate Through Formulas
•Challenge Exercise - Creating String
Formulas
•Challenge Exercise - Doing Calculations
•Challenge Exercise - Subtracting Dates
•Challenge Exercise - Using Nested If
Statements
Conditional Formatting
•The Highlighting Expert
•Setting Highlighting Priorities
•Formatting Sections
•Formatting Sections Conditionally
Conditionally
•Formatting Fields
•Challenge Exercise - Section Formatting and
Conditional Formatting
Creating
Summary Reports and Charts
•Creating a Summary Report
•Applying the Drill Down
Feature
•Applying the DrillDownGroupLevel
•Producing Charts
•Editing Charts
•Formatting Charts
•Using the General Chart Options
•Modifying Individual Objects in the Chart
•Using Auto-Arrange Chart
•Applying Chart Templates
•Challenge Exercise - Creating a Summary
Report
•Challenge Exercise - Charting
Exporting Report Results Within
Your Organization
•Understanding Export Formats and
Destinations
•Using an HTML Format for Crystal Reports
•Exporting to Windows Applications
•Exporting to a Report Definition Format
Setting
Default and Report Options
•Setting the Default Layout for Design and
Preview Views
Using
the Report Wizards
•What are the Report Wizards?
•Create a Report Using the Standard Report
Creation Wizard
•The Data Dialog Box
•The Fields Dialog Box
•The Grouping Dialog Box
•The Summaries Dialog Box
•The Group Sorting Dialog Box
•The Chart Dialog Box
•The Record Selection Dialog Box
•The Template Dialog Box
•Challenge Exercise - Create a Report Using a
Report Wizard
For After the Class
APPENDIX
A - Mapping
•Understanding Maps
•Map Layouts
•Map Types
•Formatting the Map
•Drilling Down on Maps
•Using the Analyzer Tab for Advanced Mapping
•Changing the Geographic Map
•Using the Map Navigator
•Changing Map Layers
•Resolving Data Mismatches
APPENDIX
B – Creating an ODBC Data Source to Attach to a Database
•Creating an ODBC Data Source to Attach to a
Database
•Creating an ODBC Connection to Any Database
APPENDIX
C - Pre-Qualification Exercise for the Power User Workshop
•Why Should You Pre-qualify Yourself for the
Power User Workshop?
•Pre-qualification Exercise
APPENDIX
D – The Xtreme Sample Database
•A relational diagram of tables existing the Xtreme Sample Database provided on the Crystal
Reports Installation CD
APPENDIX
E - Installation and System Requirements
•Review the necessary hardware and operating
system requirements to make Crystal Reports operate correctly
APPENDIX
F - Function and Operator Locations
•A complete listing of all the available
Formula Functions and an explanation of the new Custom Functions
APPENDIX
G – Glossary
•A complete glossary of terms used throughout
the book
