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Course Syllabus

Instructor-Led Class Crystal Reports 8.0, Level 1 
Series: Crystal Reports 8.0
Platform: See Software Requirements
 

Overview:
Students will learn the basics of this report-writing software, including sorts, selection criteria, group creation, summary fields, drill-downs, section formatting, and creating formulas. The course also covers the basics of database linking as they relate to PC and SQL/ODBC databases.


Objectives:

  • Create basic reports from scratch and/or using the Report Expert
  • Create cross-tab reports
  • Export data to text, word processing and/or spreadsheet applications
  • Format report sections, including the creation of summary and drill-down reports
  • Format reports; select multiple objects; re-arrange objects on a report
  • Group and summarize data
  • Modify program default settings
  • Sort records and set selection criteria
  • Understand common link options available for PC and SQL/ODBC databases
  • Understand relational database basics
  • Use the formula editor
 

General Prerequisites:

  • Introduction to Windows 95/98 or NT 4.0

 

Prerequisites:

  • No prerequisites.

Table of Contents
LESSON 1:  Crystal Report Basics
  • Planning your report
  • Create new reports using the Blank Report Option
  • Add data and text fields to a report
  • Print and preview reports
  • Add special fields to your report
  • Add graphics, lines and boxes to your report
  • Save reports with or without data
  • Understand saved vs. refreshed data
LESSON 2:  Sorting, Selecting and Grouping
  • Control sort order
  • Create selection formulas for single or multiple criteria
  • Understand group components
  • Create single and multiple group components
  • Modify existing groups
  • Navigate with the Group Tree
  • Insert total and percentage fields
  • Use the Top N/Sort Group Expert
LESSON 3:  Report Experts: Standard, Mail Labels and Cross-tabs
  • Overview of Report Experts
  • Create report using the Standard Expert
  • Create mail labels using the Mail Label Expert
  • Modify reports with the Report Expert
  • Create a cross-tab report using the Cross-Tab Expert
  • Modify and format cross-tab reports
LESSON 4:  Database Linking
  • Define linking
  • Identify relationship types
  • Visual Linking Expert
  • Automatic linking ("Smart Linking")
  • Join types
  • Control lookup order
  • Differences in link options between PC databases and SQL/ODBC databases
LESSON 5:  Creating Formulas
  • Understand formula components and the formula editor
  • Create, edit, rename, save and delete formulas
  • Concatenation
  • String functions
  • Date/time functions
  • Calculate summary fields
  • If-Then-Else formulas
LESSON 6:  Formatting Sections, Drill-downs, and Report Distribution
  • Resize report sections
  • Use Section Expert to change section properties
  • Create summary reports
  • Create drill-down reports
  • Work with column headings and labels in drill-down tabs
  • Export reports to other file formats
  • Create report from Excel data
  • Use Web Browsers to view reports