CrystalReports Outlines


CrystalReports I
Day 1


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Data Files

Introduction & Basic Concepts
Understanding your design environment
Course Overview
History of Crystal Reports
Crystal & Database Terminology

Getting Started
Using the Standard Report Wizard
Select a database, tables and fields
Add groups and summaries
Preview and save a report

The Design Window
Move fields, format currency, add special fields and text objects
The design window
Crystal Sections
Using Guidelines
Moving and modifying fields
Working with text objects
Formatting fields – the Format Painter
Adding a text box
Special fields
Changing a group
Inserting a field into a text object

More Formatting & Graphics
Insert Non-Numeric Summary
Cover Page, Text and Logo
Inserting a logo or graphic
Formatting dates
Formatting text
Adding and formatting a box
Using the Section Expert

Printing & Exporting
Printing a Report
Exporting a Report
Exporting to Acrobat
Exporting to Excel
Exporting to Word
Creating a report from a Excel Spreadsheet

Designing a New Report
Starting a Blank Report
Linking tables
Manually inserting fields and groups
Selecting Records
Creating Summaries
Adding Summary Info to the Report

Summary & Drill-Down Reports
Create a New Report from an Existing Report
Modifying an Existing Report
Inserting Groups
Changing Selection Criteria
Deleting Fields
Changing, Customizing and Deleting Groups
Creating a Summary Report
Drilling down on data

CrystalReports I
Day 2


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Data Files

Formulas and Functions
Create a Formula Field Using Simple Math
Creating and Using a Formula Field
Create a Formula Using a Function
Using the Truncate Function
Using Help
Adding Highlights
Using Alerts

If-Then-Else Conditions
Creating Conditional Fields
Rules for If-The-Else Statements
Changing Groups
Nested If-Statements
Conditional Formatting of Fields
Display String

Charting
Adding a Chart
Adding Charts to Groups

Parameters
Select Records with a Parameter
Multiple Parameters
Cascading Parameters
Selecting by Date Parameters
Using Parameters for a Conditional Sort and as text
Controlling User Input with Length Limit and Edit Mask

Advanced If-Then-Else Operator
Using the If Operator
Nested Ifs and Select Case

CrystalReports II


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Data Files

Advanced Linking
Link Relationships
Linking Options
Dynamic Image Links
Joining Two Databases (Hierarchical Grouping)
Adding a Duplicate Table with Alias

Running Totals
Preprocessed vs. Running Totals
Add a Running Total Field
Using a Running Total to Summarize a Group

Custom Functions
Creating a Custom Function
Using a Custom Function
Copying a Formula from One Report to Another Report

Group Sort (TopN) & Charting
Sort Groups by Subtotals
Top N with Chart
Cross-Tab Reports
Creating and Formatting a Cross-Tab Report
Multi-Level Cross-Tab and Pivoting a Cross-Tab
Placing Cross-Tab in Group Sections

Subreports
Inserting an Unlinked Subreport into a Main Report
Linked Subreport
Linking on a Formula Field



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