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Course Title:
Crystal Reports XI Report Design I

Duration: 2 days

Course Overview
Fundamentals of Report Design

This course is designed to give learners comprehensive skills and in-depth knowledge to plan and create reports that will help them analyse and interpret information.
As a business benefit, learners will find that this course is an in-depth approach to the entire report creation cycle from planning a report prototype to distributing a report.

Target Audience


The target audience for this course is report designers, new to Crystal Reports, who are responsible for creating and distributing reports.

Course Objectives


What will I learn?
• Plan a report
• Create a report
• Select records
• Organise data on a report
• Format a report
• Create basic formulas
• Apply section formatting
• Apply conditional reporting
• Present data visually
• Distribute a report

Prerequisites


To be successful, learners who attend this course must have working knowledge of:
• Windows conventions
• Basic database concepts

Course Content


Planning a Report
• Defining database concepts
• Planning and developing a report prototype

Creating a Report
• Connecting to a data source
• Adding tables
• The design environment
• Inserting objects on a report
• Previewing and saving a report
• Positioning and sizing objects
• Formatting objects

Selecting Records
• Defining the Select Expert
• Determining the record selection criteria
• Defining saved and refreshed data
• Applying record selection
• Applying additional record selection criteria
• Modifying record selection
• Applying time-based record selection

Organising Data on a Report
• Sorting records
• Grouping records
• Summarising data

Formatting a Report
• Adding graphical elements
• Combining text objects with database fields
• Applying specialised formatting
• Inserting fields with pre-built functions

Applying Section Formatting
• Formatting sections
• Creating a summary report

Creating Basic Formulas
• Defining formulas
• Creating formulas
• Applying Boolean formulas
• Applying If-Then-Else formulas
• Applying date calculations
• Applying number calculations
• Applying string manipulation

Applying Conditional Reporting
• Determining trends in data
• Formatting data conditionally

Representing Data Visually
• Creating a chart

Distributing a Report
• Exporting a report
• Saving a report to BusinessObjects Enterprise



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