Report Design 1 – Fundamental of Report Design

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Overview

This 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.

Who should attend?

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

What will I learn?
  • After completing the course, learners will be able to:
  • Plan a report
  • Create a report
  • Select records
  • Organize data on a report
  • Format a report
  • Apply section formatting
  • Create basic formulas
  • Apply conditional reporting
  • Present data visually

Course Outline

Planning a Report
  • Defining database concepts
  • Planning and developing a report prototype

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

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

Organizing Data on a Report
  • Sorting records
  • Grouping records
  • Summarizing data

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

Applying Section Formatting
  • Formatting sections
  • Creating a summary report

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


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