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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 Outline

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


Prerequisites & Certificates
Pre-Requisites

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

Certificates offered


Cancellation Policy
Cancellations less than 2 business weeks before the expected delivery date are eligible for a 50% refund, or a credit voucher will be provided for regularly scheduled courses (choice being that of the registrant). Credit Vouchers are transferable within the same company. Please send your cancellation notice to info@itplanit.com.
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Itplanit Services Corp.
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Here are some reviews of the training vendor.
This course was very, very interesting due to the instructor. He was simple, gave good examples and made a few jokes. Also, being only 5 participants was a bonus for us as we were able to share our experiences in a timely manner.
Reviewed by 2016
I think there is too much material to cover in one session. It's a lot of information to absorb all at once.
Reviewed by 2013
The only thing I would add...if you know you don't have many participants, hands on practice would be great. I would like to have had more time applying what i learned in a diagram. Once I got back to my office...i didn't know how to move a shape and associated text together. I also would like to know where I can see all the shapes offered by visio instead of searching for the shape and not knowing what to call it?
Reviewed by 2013
The instructor was excellent. I was pleasantly surprised by how interesting she made a potentially dry subject appear. Non-stop, great snacks provided all day from ham/egg bagels for breakfast, muffins, Valentines chocolate, chips, popcorn, gumball machine, coffee, juices etc etc. Perfect location for me as it was 2 blocks from my office.
Reviewed by 2013
I had no problem with the instructor's technigues, methods or delivery of the course material. He made what was otherwise fairly dry material as interesting as he possible and augmented it with practical examples that the class could relate to. The training facility and staff were also comendable, however what can't be overlooked is the IT infrastructure. During the exam the problems with latency were so bad that it affected my ability to concentrate on the material. Prior to the exam I completed 2 practice exams on paper in 35 & 37 minutes respectively. Doing the exam online it took over 1.5 hrs because it would take between 30 & 60 sec to refresh the page and show the next question. At times when I attempted to go back and review quesgtions I had marked I found my original answer wasn't recorded & I'd have to answer the question a second time. By the end of 70 min I was so digruntled I couldn't wait to finish regardless of the end result. It may not seem fair to evaluate the favility in this manner, but as a student the outcome is the ultimate measurement of a training favility.
Reviewed by 2013
A very interesting course. Claude Gerin, our instructor, was excellent in making this a very interesting and learning experience. THANKS!
Reviewed by 2012
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