Level 1 is the primary recommended course you should take if your job responsibilities require you to obtain output from databases. It is also the first course in the Crystal Reports 10 series. In this course, you will build basic list and group reports that work with almost any database.
Course Objective: You will build basic list and group reports that work with almost any database.
Target Student: This course is designed for a person who needs output from a database. In some cases, database programs have limited reporting tools, and/or they may not have access to those tools. They may or may not have programming and/or SQL experience.
Prerequisites: Before taking this course, students should be familiar with the basic functions of their computer's operating system such as creating folders, opening programs, and working with windows. Students should have basic Windows application skills, such as copying and pasting objects, formatting text, saving files, etc. Students should have a basic understanding of database concepts.
Delivery Method: Instructor led, group-paced, classroom-delivery learning model with structured hands-on activities.
Upon successful completion of this course, students will be able to:
- Create a report by using data from an existing database.
- Locate and present data in a specified order.
- Create groups to summarize report data.
- Build formulas to add non-database data to a report and display data differently.
- Format reports.
- Enhance reports by adding and modifying elements in a report.
- Create single data series charts.
- Distribute report data to other users.
Lesson 1: Creating a Report
Topic 1A: Set Default Report Settings
Topic 1B: Specify Fields for a New Report
Topic 1C: Preview the Report
Topic 1D: Modify Field Display
Topic 1E: Add a Report Title
Topic 1F: Position Fields
Topic 1G: Add Fields from Additional Tables
Lesson 2: Displaying Specific Report Data
Topic 2A: Find Data
Topic 2B: Sort Data
Topic 2C: Filter Data by Single Criteria
Lesson 3: Grouping Report Data
Topic 3A: Insert a Group
Topic 3B: Add Summaries
Topic 3C: Format Summary Information
Topic 3D: Change Group Options
Topic 3E: Add an Additional Group
Topic 3F: Filter by Group
Topic 3G: Create a Top N Sort Group
Lesson 4: Building Formulas
Topic 4A: Write a Formula
Topic 4B: Edit a Formula
Topic 4C: Group by Formula
Topic 4D: Delete a Formula
Topic 4E: Build a Filter by Multiple Criteria
Topic 4F: Modify a Filter with Multiple Criteria to Create an OR Condition
Topic 4G: Create a Parameter Field
Topic 4H: Write a Formula that Incorporates Null Fields
Lesson 5: Formatting Reports
Topic 5A: Remove White Space
Topic 5B: Insert Page Header/Footer Data
Topic 5C: Add Borders and Lines
Topic 5D: Change the Background Color
Topic 5E: Change the Margins
Lesson 6: Enhancing Reports
Topic 6A: Create a Section to Contain a Watermark
Topic 6B: Insert Objects Using Object Linking and Embedding
Topic 6C: Modify Format Based on Data Value
Topic 6D: Conditionally Suppress Data
Topic 6E: Insert Hyperlinks
Topic 6F: Hide Blank Report Sections
Lesson 7: Creating and Modifying Pie Charts
Topic 7A: Create a Pie Chart with a Drill-down
Topic 7B: Modify Chart Text
Topic 7C: Format a Chart
Topic 7D: Present a Chart by Group
Lesson 8: Distributing Data
Topic 8A: Export to PDF
Topic 8B: Export to Excel
Topic 8C: Export to an Access Database
Topic 8D: Create a Report Definition
Topic 8E: Create Mailing Labels
Appendix A: Setting File Locations