Crystal Reports XI R1/R2: Report Design I Fundamentals of Report Design

Duration 2 Days

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

PrerequisitesTo be successful, learners who attend this course must have working knowledge of:

• Windows conventions

• Basic database concepts

SynopsisThis course is designed to give learners comprehensive skills and in-depth knowledge to plan and create reports that will help them analyze 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.

BusinessObjects XI R1 and BusinessOjects XI R2
This offering is applicable for both BusinessObjects XI Release 1 and XI Release 2 audiences.

Objectives

TopicsLesson #1 - Planning a Report
• Defining database concepts
• Planning and developing a report prototype

Lesson #2 - 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

Lesson #3 - 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

Lesson #4 - Organizing Data on a Report
• Sorting records
• Grouping records
• Summarizing data

Lesson #5 - Formatting a Report
• Adding graphical elements
• Combining text objects with database fields
• Applying specialized formatting
• Inserting fields with pre-built functions

Lesson #6 - Applying Section Formatting
• Formatting sections
• Creating a summary report

Lesson #7 - Creating Basic Formulas
• Defining formulas
• Creating formulas
• Applying Boolean formulas
• Applying If-Then-Else formulas
• Applying date calculations
• Applying number calculations
• Applying string manipulation

Lesson #8 - Applying Conditional Reporting
• Determining trends in data
• Formatting data conditionally

Lesson #9 - Representing Data Visually
• Creating a chart

Lesson #10 - Distributing a Report
• Exporting a report
• Saving a report to BusinessObjects Enterprise