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This course is designed to teach students how to create basic reports that include linking, formulas, working with sections, selection criteria and report distribution. In this course, you'll also learn how to create more sophisticated reports like subreports & cross-tabs, and learn how to increase the speed and efficiency of your reports by using SQL queries.

 
 

Course schedule

Duration: 4 days
To view the schedule for this class, click here.

Who should attend

This course is designed for a person who needs output from a database.

Prerequisites

Exposure to a Windows operating system would be helpful and a basic understanding of database concepts is necessary.

Course Outline

CREATING A LIST REPORT
•  Set Default Report Settings
•  Build the Report
•  Preview the Report
•  Add a Report Title
•  Align Fields

DISPLAYING DATA IN A REPORT
•  Find Data
•  Sort Data
•  Filter Data by Single Criteria

GROUPING REPORT DATA
•  Insert a Group
•  Add Summaries
•  Change Group Options
•  Add an Additional Group
•  Format a Group Header
•  Filter by Group
•  Create a Top N Sort Group

BUILDING FORMULAS
•  Write a Formula
•  Edit a Formula
•  Group by Formula
•  Delete a Formula
•  Build a Filter by Multiple Criteria
•  Modify a Filter with Multiple Criteria to Create an OR Condition
•  Create a Parameter Field
•  Write a Formula that Incorporates Null Fields

FORMATTING REPORTS
•  Remove White Space
•  Insert Page Header/Footer Data
•  Add Borders and Lines
•  Change the Background Color
•  Change the Margins

ENHANCING REPORTS
•  Create a Watermark
•  Add Bulleted Lists
•  Modify Format Based on Data Value
•  Conditionally Suppress Data
•  Insert Hyperlinks
•  Hide Report Objects

CREATING AND MODIFYING PIE CHARTS
•  Create a Pie Chart with a Drill-down
•  Change the Chart Title
•  Format a Chart
•  Present a Chart by Group

DISTRIBUTING DATA
•  Export to Excel
•  Export to an Access Database
•  Create a Report Definition
•  Create Mailing Labels

CREATING RUNNING TOTALS
•  Create a Running Total Field
•  Modify a Running Total Field
•  Create a Manual Running Total on Detail Data
•  Create a Manual Running Total on Summary Data

BUILDING CROSS-TABS IN YOUR REPORT
•  Create a Cross-tab
•  Create a Specified Group Order
•  Filter Cross-tab by Group
•  Change the Cross-tab Format
•  Format Rows and Columns
•  Keep Groups Together

ADDING SUBREPORTS
•  Insert a Subreport
•  Link a Subreport to Data in a Primary Report
•  Edit a Subreport
•  Format a Subreport Object
•  Share Formulas Between Main and Subreports
•  Create an On-demand Subreport

IMPROVING REPORT PROCESSING SPEED
•  Create a SQL Expression
•  Select Records on the Server
•  Write a SQL Query
•  Edit a SQL Query
•  Build a Report on a SQL Query
•  Create SQL Commands in the Crystal Report Environment

 
 

 
 


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