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RD-200 - Crystal Reports 10.0: Fundamentals of Report Design (RD I)

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Duration: 2 Days

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Course Information

Course Description

​This two-day instructor-led course is designed to give learners comprehensive skills and in-depth knowledge to plan and create reports that will help them analyze and interpret important information.

Course Objectives

​At the end of this course, the student will be able to:

  • Plan a report.
  • Create a report.
  • Organize data on a report.
  • Format a report.
  • Create basic formulas.
  • Apply section formatting.
  • Apply conditional reporting.
  • Present data visually.
  • Distribute a report.

Course Audience

This course is designed for report designers new to Crystal Reports who are responsible for creating and distributing reports.

 

Course Outline

I. Planning a Report

  • Defining database concepts
  • Planning the layout and content of a report
  • Developing a prototype of a report

II. 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

III. Creating a Report

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

IV. Organizing Data on a Report

  • Sorting records
  • Grouping records
  • Summarizing data

V. Applying Section Formatting

  • Formatting sections
  • Creating a summary report

VI. Formatting a Report

  • Adding graphical elements
  • Combining text objects with database fields
  • Formatting individual elements of a text object
  • Apply specialized formatting
  • Inserting fields with pre-built functions

VII. Representing Data Visually

  • Creating a chart

VIII. Distributing Reports

  • Exporting a report
  • Saving a report to Crystal Enterprise

IX. Creating Basic Formulas

  • Defining a formula
  • Creating a formula
  • Applying Boolean formulas
  • Applying If-Then-Else formulas
  • Applying data calculations
  • Applying number calculations
  • Applying string manipulation

X. Applying Conditional Reporting

  • Determining trends in data
  • Formatting data conditionally

Course Prerequisites

​In this course you will be working intensively with Crystal Reports. To successfully understand the content and complete the activities, you must already able to:

  • Understand and use Windows conventions.
  • Understand basic database concepts.
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