Crystal Reports XI: Level 2

2 Day: Instructor-led

 

Course Description
Now that you have completed the first course, or are familiar with the basics of building and modifying reports, you're ready to move ahead to create complex reports and data sources using Crystal Reports' tools. In this course, you'll not only learn how to create more sophisticated reports including subreports and cross-tabs, but you'll also learn how to increase the speed and efficiency of your reports by using SQL queries.

Course Objective: You will create complex reports using Crystal Reports' tools.

Target Student: This course is designed for people who know how to create basic list and group reports and need to create reports that include subreports, cross-tabs, advanced formulas, and charts based on more than one data series. They may also need to build tools to make it easier for other people to create reports. They may or may not have programming and/or SQL experience.

Prerequisites: Crystal Reports XI: Level 1, and knowledge of programming and/or SQL would be helpful.

Delivery Method: Instructor led, group-paced, classroom-delivery learning model with structured hands-on activities.

Performance-Based Objectives

Upon successful completion of this course, students will be able to:

  • create running totals in a report.
  • build cross-tabs in your report.
  • add subreports to a report.
  • design a report that uses a drill-down.
  • improve processing speed in your reports.
  • chart single and multiple data series.
  • report from Excel data.
  • implement report prompts.
  • enhance report functionality.

Course Content

Lesson 1: Creating Running Totals
Topic 1A: Create a Running Total Field
Topic 1B: Modify a Running Total Field
Topic 1C: Create a Manual Running Total on Detail Data
Topic 1D: Create a Manual Running Total on Summary Data

 
Lesson 2: Building Cross-tabs in Your Report
Topic 2A: Create a Cross-tab
Topic 2B: Create a Specified Group Order
Topic 2C: Filter a Cross-tab by Group
Topic 2D: Change the Cross-tab Format
Topic 2E: Conditionally Format Rows and Columns
Topic 2F: Keep Groups Together

 
Lesson 3: Adding Subreports
Topic 3A: Insert a Subreport
Topic 3B: Link a Subreport to a Primary Report
Topic 3C: Edit a Subreport's Structure
Topic 3D: Format a Subreport Using the Format Editor
Topic 3E: Share Variables Between Subreports and Primary Reports
Topic 3F: Create an On-demand Subreport

 
Lesson 4: Creating Drill-downs
Topic 4A: Create a Drill-down
Topic 4B: Create Separate Headings for Drill-down Data

 
Lesson 5: Enhancing Report Processing by Writing SQL Statements
Topic 5A: Create a Report Using SQL Queries
Topic 5B: Summarize Report Data Using SQL Aggregate Functions
Topic 5C: Create Joins Using SQL
Topic 5D: Create Subqueries
Topic 5E: Create a SQL Expression Field

 
Lesson 6: Charting Data
Topic 6A: Create a Bar Chart
Topic 6B: Modify a Chart
Topic 6C: Format a Chart
Topic 6D: Create a Chart Template
Topic 6E: Create a Top N Chart
Topic 6F: Create a Cross-tab Chart

 
Lesson 7: Reporting on Excel Data with Crystal Reports
Topic 7A: Create a Report Based on Excel Data
Topic 7B: Modify a Report Generated from Excel Data
Topic 7C: Update Data in a Report Based on Excel Data

 
Lesson 8: Working with Prompts
Topic 8A: Create a Static Prompt
Topic 8B: Create a Dynamic Prompt

 
Lesson 9: Enhancing Report Functionality
Topic 9A: Group Data Hierarchically
Topic 9B: Create a Dynamic Image
Topic 9C: Create a Report Alert
Topic 9D: Create a Geographic Map

 
Appendix A: Understanding BusinessObjects Enterprise

 
Appendix B: Understanding Report Templates and the Section Expert

 
Appendix C: Report Data Manipulation Techniques