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Home Crystal Reports

Introduction to Crystal Reports

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Duration: 2 days | Book this course 
Cost: $1,000.00 + GST

What is Crystal Reports?

Crystal Reports is a powerful, dynamic, actionable reporting solution that allows you to design, explore, visualise, and deliver reports via the web or embedded in enterprise applications. End users can consume reports with stunning visualizations, conduct on-report business modeling, and execute decisions instantly from the report itself—reducing their dependency on IT and developers. Click here to learn more about this tool. 

Course Description

This class covers the essential skills needed to write reports from data in the organisation. Students will learn how to modify existing reports or create new reports from scratch. They will be able to view the results online or make them available for printing or export to others in various formats such as Excel and Word. While a database is the most usual datasource, students will see how to report from other datasources.

Prerequisites

Ideally, students will be familiar with using Windows applications like MS Word and MS Excel although a high level of expertise is not required.  Anyone with a background in MS Access or other database management tools will have the best background to understand linking tables. For those without an Access background, the essential points about join types and linking fields are explained in an easily understood way.

Who Should Take This Course

As well as those in IT whose job it will be to write reports, this is also for anyone who does not want to wait for their IT Department to find time to write reports for them. If you want to report on the wealth of information stored in your database or want to make simple changes to reports you currently receive, Crystal Reports is the most widely used report designer worldwide.  Recommended for: report designers, IT professionals, database administrators, power users, application developers, accountants, and marketing managers.

Course Objectives

Upon completing this course, you will have learned how to:

 

  1. Create a new report in two ways: (1) Report Wizard and (2) from scratch.
  2. Modify existing reports.
  3. Work with text objects, special fields, databases,  tables and fields.
  4. Insert pictures, boxes, lines 
  5. Group like data together
  6. Format object properties to change colour, font, decimal places, currency, etc.
  7. Create a Summary Report
  8. Create simple formulas to display in the report
  9. Use “if…then…else…” conditions
  10. Create a chart
  11. Print and export reports
Course Outline

1. Introduction and Basic Concepts
Key Concepts, 
Crystal and Database Terminology
Crystal Fields and Objects,
 
2. Getting Started
Create a new report using the Report Wizard
Database expert
Preview Window
Saving your report

3. The Design Window
Moving and Modifying Fields
Formatting Currency
Field explorer - Add Special fields
** Crystal Sections  
Guidelines
Working with Text Objects
Formatting Numbers
Resizing Sections
Add Report Title
** Groups and change a Group Option
 
4. More Formatting and Graphics
Create a non-numeric Summary
Cover Page, Text, Graphics and Logos
Formatting Dates
Boxes
Section Expert
 
5. Printing and Exporting Reports
Printing, Saving, and Exporting Reports, 
Create a Crystal Report from an Excel Spreadsheet. 
 
6. Designing a new Report from scratch (not the Wizard)
Starting a blank report
 Field explorer - Manually insert fields
Manually insert a Group
Sorting vs. Grouping Data 
Sort Order 
Selecting records with the Select Expert
**Creating Summaries and Subtotals
Grand Totals
Summary Info 
Discussions on Linking Tables; Join types; linking on a different name; Select using “and” &  ”or”; Select in the period;  Date function; Multiple group; Swap groups
 
7. Independent activity 
Working on a report on your own
 
8. Summary and Drill Down Reports
Changing Selection Criteria
Changing, Customising and Deleting Groups
Changing Table Links
Changing Group Order
Creating a Summary Report
Drilling down on Data
 
9. Formulas and Functions
Create a Formula using simple Maths
Using a Formula Field in a report
Create a Formula using a Function
Truncate Function
Adding Highlights
Using Alerts
 
10. If.. then. .Else Conditions
Rules for IF…Then…Else  Statements
Conditional formatting fields
Section Expert 
Conditional formatting Sections

11. Charting
Adding a Chart
Drilling Down from a Chart
Adding Charts to Groups
Drill down by Group Tree
Placing Chart alongside data
Dividing a Section

 

 

 


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