Crystal Reports 2011 Essential Training

This course shows business analysts how to use SAP Crystal Reports 2011 to analyze and summarize data to make better decisions. Author Curt Frye teaches how to maximize the power of Crystal Reports and import and analyze data from a variety of places, including Excel, Access, HTML/XML files, and more. The course also shows you how to define and manage reports, summarize data, visualize data using charts, focus analysis by selecting which data a report summarizes, export report data, and connect to external data sources.

Topics include:

• Navigating within a report
• Creating a report
• Linking to a data source
• Adding fields to a report
• Creating sections in a report
• Sorting, grouping, and summarizing data
• Applying a template
• Applying formats to date fields and other report controls
• Managing images and drawing objects
• Creating charts
• Selecting records
• Using formulas
• Adding subreports
• Working with cross-tabs
• Exporting report data

Table of content

• Introduction
  • Welcome
  • Using the exercise files
• Getting to Know Crystal Reports 2011
  • Exploring the Crystal Reports user interface
  • Setting program options
  • Setting report options
  • Assigning report properties
  • Navigating within a report
  • Adding page numbers and printing
  • Changing page layout
  • Getting help in Crystal Reports 2011
• Creating a Report
  • Using the Standard Report Creation Wizard
  • Linking to a data source
  • Linking to a source with multiple tables
  • Adding fields to a report
  • Saving a report
• Managing Report Sections
  • Creating a section
  • Resizing a report section
  • Merging report sections
  • Managing section order
  • Hiding report sections
  • Creating multiple columns in a report
  • Deleting a section
• Sorting and Grouping Data
  • Sorting data
  • Defining a group
  • Grouping data based on dates and times
  • Reordering and deleting groups
  • Changing group options
  • Creating a summary
  • Defining statistical summaries
  • Creating a drill-down report
  • Sorting by group
• Formatting Reports and Report Elements
  • Applying a report template
  • Formatting a report control
  • Applying number formats to report controls
  • Applying formats to date fields
  • Resizing, aligning, and reordering objects
  • Managing images and drawing objects
  • Highlighting records
• Adding Charts to a Report
  • Introducing available chart types
  • Creating a chart
  • Creating a chart using the Group layout
  • Creating a chart using the Cross-Tab layout
  • Formatting chart elements
• Selecting Records in a Report
  • Selecting records within a single field
  • Selecting records using multiple fields
  • Creating selection rules using the Or operator
  • Selecting records based on dates
  • Selecting records using formulas
• Managing Reports Using Parameter Fields
  • Creating a parameter field by entering a list of values
  • Defining default parameter values
  • Defining multi-value parameter fields
  • Allowing dynamic parameters
  • Editing and deleting parameter fields
•  Summarizing Data Using Formulas
  • Introducing the Formula Workshop
  • Using functions in formulas
  • Adding if-then logic to formulas
  • Adding case statements to formulas
  • Correcting formula errors
• Adding Subreports
  • Creating an unlinked subreport
  • Creating a linked subreport
  • Creating an on-demand subreport
  • Formatting subreports
• Summarizing Data Using Cross-Tabs
  • Creating and manipulating a cross-tab
  • Sorting cross-tab group values
  • Adding summary fields to a cross-tab
  • Adding a formula field to a cross-tab
  • Formatting a cross-tab
• Exporting Report Data
  • Exporting to Excel
  • Exporting a report to Word using an RTF file
  • Exporting a report to a CSV file
  • Exporting a report to a web file
  • Exporting a report to an XML file
• Conclusion
  • Additional resources

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