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Crystal Reports Part 1 Course Outline
Crystal Reports is our most popular series classes. A green flag beside a date on the right means that a session has met the minimum enrollment levels and is running. However, it is common for dates for this course to fill several weeks in advance. Even if a date has a green flag, you might not be able to get into that session if it is full. To avoid disappointment, it is best to register for this class at least three weeks in advance.
Organizations use reporting tools to access data sources and generate customized reports. Crystal Reports® enhances report building and report processing techniques with a variety of features that add value to a presentation. In this course, you will create a basic report by connecting to a database and modifying the report's presentation.
Information is critical to making sound business decisions. Data presented without any formatting or structure holds little or no meaning for interpretation. Crystal Reports helps you build advanced reports with ease, presenting complex information in an understandable way.
*** Version Note ***
This course is taught using Crystal Reports 2016 software. However, there are very, very few differences between the 2016 and the 2013 and 2011 versions. Our instructors have used all 3 versions and will be able to quickly highlight the several small changes to the user interface. Users of any of the 3 versions of Crystal Reports will have no problem learning in the 2016 software environment.
*** NOTE: This class also available in On-Demand, eLearning Format ***
Too busy at work to miss 2 days out of the office to take this class? Learn at your own pace and in your own time with the Crystal Reports On-Demand version of this course. It covers the same content as the 2-day, Crystal Reports Part 1 and the 2-day, Crystal Reports Part 2 classes. For details on this alternative format, go to
Crystal Reports On-Demand: Comprehensive (Part 1 & Part 2)
In this course, you will connect to a database to extract data and present it as a report.
Identify the elements of the Crystal Reports interface.
Create and modify a basic report.
Use formulas to calculate and filter data.
Build a parameterized report.
Group report data.
Enhance a report.
Create a report using data from an Excel workbook.
This course is designed for people who need output from a database. In some cases, database programs have limited reporting tools, or tools that are not accessible. Learners may or may not have programming or SQL experience.
Before taking this course, learners should be familiar with basic computer functions, such as creating and navigating folders, opening programs, manipulating windows, copying and pasting objects, formatting text, and saving files in Microsoft® Windows®. In addition, learners should have taken the Microsoft® Office Access® 2016: Level 1 course or have equivalent experience with basic database concepts.
Lesson 1: Exploring the Crystal Reports Interface
Topic A: Explore Crystal Reports
Topic B: Use Crystal Reports Help
Topic C: Customize Report Settings
Lesson 2: Working with Reports
Topic A: Create a Report
Topic B: Modify a Report
Topic C: Display Specific Report Data
Topic D: Work with Report Sections
Lesson 3: Using Formulas in Reports
Topic A: Create a Formula
Topic B: Edit a Formula
Topic C: Filter Data by Using a Formula
Topic D: Work with Advanced Formulas and Functions
Topic E: Handle Null Values
Lesson 4: Building Parameterized Reports
Topic A: Create a Parameter Field
Topic B: Use a Range Parameter in a Report
Topic C: Create a Prompt
Lesson 5: Grouping Report Data
Topic A: Group Report Data
Topic B: Modify a Group Report
Topic C: Group by Using Parameters
Topic D: Create a Parameterized Top N Report
Lesson 6: Enhancing a Report
Topic A: Format a Report
Topic B: Insert Objects in a Report
Topic C: Suppress Report Sections
Topic D: Use Report Templates
Lesson 7: Creating a Report from Excel Data
Topic A: Create a Report Based on Excel Data
Topic B: Modify a Report Generated from Excel Data
Topic C: Update Data in a Report Based on Excel Data
Lesson 8: Distributing Data
Topic A: Export Data
Topic B: Create Mailing Labels
Appendix A: Setting Up and Configuring Data Sources
Appendix B: Using Report Processing Techniques
Appendix C: Using Functions in Formulas
View outline in Word