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Crystal Reports 2013 Designer Level 1

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This two-day, interactive workshop was designed for new users of Crystal Reports®. Some of the topics covered include a review of the software features, report design, and the creation of presentation quality reports. The course incorporates a number of hands-on exercises to reinforce the learning process.


1. Creating a Simple Report

  • Starting the Crystal Reports Program
  • Starting a New Report
  • Choosing a Data Source
  • The Main Components of the Design
  • Window
  • Exploring the Toolbars
  • Managing Resources with Explorers
  • Placing Fields on the Report
  • Selecting and Sizing Objects
  • Browsing Field Data
  • Moving and Aligning Objects
  • Using Guides and Guidelines to Move and Align Objects
  • Creating Text Objects
  • Saving the Report
  • Autosaving the Report
  • Previewing the Report
  • Refreshing the Data
  • Using the Status Bar
  • Getting Help

2. Formatting Features

  • Quick Formatting with the Template
  • Expert
  • Formatting Objects
  • Format Painter
  • Inserting Lines and Boxes
  • Drawing a Line
  • Drawing a Box
  • Inserting Graphics
  • Working with the Page Commands
  • Working with Text Objects
  • Adding Fields into a Text Object
  • Formatting Part or All of an Object
  • Inserting Special Fields

3. Selecting Specific Records from the

  • Database
  • Filter Types of the Select Expert
  • Database Filtering with the Select Expert
  • Selecting Records with Multiple Criteria
  • Viewing and Editing the Select Formula
  • Case Sensitive vs. Case Insensitive
  • Record Selection Formula Templates

4. Grouping and Sorting Data

  • When and Why to Group Records
  • Creating a Group
  • Group and Sort Direction
  • Customize Group Name Field
  • Modifying Groups
  • Creating Multiple Groups in a Report
  • Using the Preview Panel
  • Using the Group Tree to Navigate the
  • Report
  • Reordering Groups
  • Sorting Records within a Group
  • Using the Sort Control
  • Summarizing Groups
  • Additional Summary Options
  • Grouping Data in Date/Time Intervals
  • Calculating Percentages
  • Ordering Groups Based on Their
  • Subtotals Using the Group Sort
  • Expert

5. Combining Multiple Tables

  • Understanding Tables, Records, and
  • Fields
  • Learning about Linking
  • Adding Multiple Tables to a Report

6. Creating and Using Formulas

  • Understanding Crystal Formula Syntax without Being a Programmer
  • About the Formula Workshop
  • Using the Formula Workshop
  • Using the Formula Editor
  • The Formula Editor Toolbar
  • Performing Simple Number Calculations
  • Manipulating Dates with Formulas
  • Creating Boolean (True/False) Formulas
  • Creating String Formulas
  • Using Bookmarks to Navigate Through
  • Formulas

7. Conditional Formatting

  • Formatting Sections
  • Formatting Sections Conditionally
  • Conditionally Formatting Fields

8. Creating Summary Reports and

  • Charts
  • Creating a Summary Report
  • Applying the Drill-Down Feature
  • Applying the DrillDownGroupLevel
  • Producing Charts
  • Editing Charts
  • Formatting Charts
  • Using the Chart Options
  • Modifying Individual Objects in the
  • Using the Chart Options
  • Modifying Individual Objects in the
  • Applying Chart Templates

9. Exporting Your Reports

  • Understanding Export Formats and
  • Destinations
  • Using the PDF Format for Crystal
  • Reports
  • HTML Preview
  • Exporting to Windows Applications
  • Exporting to a Report Definition Format

10. Using the Report Wizards

  • What are the Report Wizards?
  • Create a Report Using the Standard
  • Report Creation Wizard
  • The Data Dialog Box
  • The Fields Dialog Box
  • The Grouping Dialog Box
  • The Summaries Dialog Box
  • The Group Sorting Dialog Box
  • The Chart Dialog Box
  • The Record Selection Dialog Box
  • The Template Dialog Box

11. Appendix A – Mapping

  • Understanding Maps
  • Map Layouts
  • Map Types
  • Formatting the Map
  • Drilling Down on Maps
  • Advanced Formatting of Maps
  • Changing the Geographic Map
  • Using the Map Navigator
  • Changing Map Layers
  • Resolving Data Mismatches

12. Appendix B – Before you Begin

  • Defining the Purpose of the Report
  • Determining the Layout of the Report
  • Finding the Data
  • Organizing the Data for the Report
  • The Workbench

13. Appendix C – Setting Default and

  • Report Options
  • Setting the Default Layout for Designand Preview Views
  • Why Should You Pre-qualify Yourself for the Designer 2 Workshop?
  • Pre-qualification Exercise

14. Appendix D – Pre-Qualification Test for Designer 2 Workshop

  • Why should you Pre-qualify yourself for the Designer 2 Workshop?
  • Pre-qualification Exercise

15. Appendix E – The Northwind 2008 Database

16. Appendix F – Installation and System

  • Requirements
  • Installing the Application
  • Minimum Installation Requirements

17. Appendix G: Function and Operator Locations

18. Appendix H: Setup Instructions for Crystal Reports 2013

  • Crystal Reports 2013 Application installation instructions
  • Installing Required Class Files

19. Appendix I: Glossary


Working knowledge of Windows 2000 or XP environment is required. Familiarity with relational database concepts (tables, fields, and records) is recommended.


Administrators, developers and end-users who need to create dynamic reports from varying data sources.

$900.00 List Price

2 Days Course

Class Dates

Request a Date or a Private Class below.

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