Introduction to Crystal Reports 10

About This Course

Discover the secret techniques pros use to produce handsome reports that clearly convey almost any type of information to any type of audience. This class will help you unleash the hidden power of Crystal Reports to present database or accounting information in a way that unmistakably communicates the points you want to make.

If you have information you need to intelligently communicate to others, but cannot do so because it lies buried in your database, accounting program, or other data source, you need Crystal Reports--and this course.

It doesn't matter whether you need to develop a quick-turnaround report that your boss needed yesterday or an elaborate financial report for your company's annual report. Crystal Reports can handle it all, and your instructor will show you how.

You'll discover how to extract the data you want your report to include, how to sort it into the order you want, how to group related information together, and how to include totals for groups of figures or for the entire report. All the while, you'll gain valuable firsthand experience with the process of creating, running, and publishing polished, professional quality reports.

NOTE: If you have Crystal Reports XI, 2008, or 2011, then you should enroll in "Introduction to Crystal Reports" rather than this course. Please check the Requirements tab for further information.

About The Instructor

This course includes a knowledgeable and caring instructor who will guide you through your lessons, facilitate discussions, and answer your questions. The instructor for this course will be Allen Taylor.

Allen G. Taylor is a 30-year veteran of the computer industry and the author of 28 computer-related books, including "Crystal Reports 2008 For Dummies," "Database Development For Dummies" and "SQL For Dummies." He has been teaching computer courses for over ten years.

Syllabus

A new section of each course starts monthly. If enrolling in a series of two or more courses, please be sure to space the start date for each course at least two months apart.

Week 1

Wednesday - Lesson 01

Crystal Reports is the world's most popular software tool for creating reports based on data stored in databases. It's popular because of its power and flexibility, which will help you create reports that communicate the information you want to convey to the people you want to convey it to. In our first lesson, you'll learn why it's important to find out everything you need to know about the report you want to create before you even launch the Crystal Reports application. This advance planning gives you a much better chance of creating a report that achieves your objectives.

Friday - Lesson 02

In this lesson, we'll hit the ground running and create a Crystal report from scratch. You'll learn how to connect to any of several different types of data sources, pull data from the data source, and place it into a report. Then you'll learn how easy Crystal Reports makes giving your report a professional appearance with a report header, page headers, page footers, and a report footer, in addition to column headings and the data itself. You'll also learn how to arrange all these items on a page for maximum visual impact.

Week 2

Wednesday - Lesson 03

Once you know how to pull data from a database and display it in a basic report, the next step is pulling data from multiple tables and displaying only the data you want, filtering out any irrelevant information. In this lesson, you'll learn how to perform all those functions, including building reports that allow the user to decide at runtime what to display. In effect, you can build one report that serves the purpose of multiple reports.

Friday - Lesson 04

Displaying the information in a database is one thing—displaying it in a way that communicates effectively is another. One important way to enhance communication is to organize the data in a meaningful way. In today's lesson, you'll learn how to sort a report's data and how to group related data items together. You'll learn how to summarize numerical data with group totals and obtain an overall grand total. We'll also look into Crystal Reports' drilldown capability, which allows your report readers to use a simple mouse click to access suppressed details of a specific data group.

Week 3

Wednesday - Lesson 05

In this lesson, you'll dive into the details of the various report sections. We'll look at the Section Expert, which is your major tool for selecting options that control the appearance and the function of the various sections of a report. We'll also explore how to create a multicolumn report, most commonly used for printing mailing labels.

Friday - Lesson 06

Today, you'll get hands-on experience formatting a report. We'll practice using absolute formatting, a feature that can dynamically adjust the appearance of your report based on the data it contains. We'll look at a number of formatting options that Crystal Reports offers to help you give your report just the look you want. By including Report Alerts in a report, for instance, you can guarantee that the person viewing the report will see and acknowledge anything that you consider to be of high importance. A report template is a great way to achieve a consistent appearance across a family of reports. We'll practice using both these options and more in this lesson.

Week 4

Wednesday - Lesson 07

Crystal Reports can do more than just display the data you select from your data source. It can also show correlations between related categories of data items using the Cross-Tab Object. You can show such correlations across the entire data set or within a selected group of data items. As usual, Crystal Reports provides considerable flexibility in how it presents the cross-tab data to users. In this lesson, you'll learn what the options are and how to use them.

Friday - Lesson 08

You'll often need to create a report based on some, but not all, of the data in a database. For example, a sales manager may want to look only at the purchase records of her top five customers. Alternatively, she may want to view the performance of her bottom 10 salespeople. Crystal Reports makes it easy to produce such reports, as well as others that are selective about what they display. In this lesson, you'll create such targeted reports that make it easy for managers to make informed decisions.

Week 5

Wednesday - Lesson 09

You can make your reports dynamic, sensitive to what's happening at runtime, by using Crystal Reports formulas and control structures, and you'll find out how in this lesson. With formulas, you can operate on data and put the result into your report. You can save time and effort by including one or more of the predefined functions in your formulas. You can even create your own custom functions, save them, and use them both now and in the future. These facilities give you the flexibility to produce a sophisticated custom report written from scratch with a programming language such as Visual Basic or C#, but with much less time and effort.

Friday - Lesson 10

Crystal Reports gives you the ability to embed one report inside another. The two reports can be related in some way, or they could be totally unrelated. As long as you have a reason for displaying both reports at once, you can do it, and you'll find out how in today's lesson. An alternative to embedding a subreport within a main report is embedding a hyperlink to the subreport, so we'll practice embedding subreports in this lesson, too.

Week 6

Wednesday - Lesson 11

In this lesson, we'll explore Crystal Reports' wide offering of charts and maps that can add visual dimension to the display of information in a report. For the visual learners in your target audience, charts and maps may be far better than columns of numbers at getting your point across. Today, you'll learn how to choose a chart type that best conveys the information you want to emphasize. You'll find out how to use color, font, scale, legends, and titles to help you highlight trends in the data or data points that fall outside the expected range.

Friday - Lesson 12

After you've created a report, you need to distribute it. Crystal Reports gives you several convenient distribution options, and we'll explore them all in our final lesson. We'll talk about print and fax options, as well as exporting a report to any of a number of popular file formats, and transmitting it to the people who should read it. You'll learn how to post the report on your organization's intranet or the World Wide Web, then we'll discuss distributing reports via Crystal Enterprise's Crystal Reports Viewer.

Requirements

Crystal Reports 8.5, 9, or 10 (please be sure to install this software on your computer before the course begins), Internet access, e-mail, the Microsoft Internet Explorer or Mozilla Firefox Web browser, and the Adobe Flash and PDF plug-ins (two free and simple downloads you obtain at http://www.adobe.com/downloads by clicking Get Adobe Flash Player and Get Adobe Reader).

This course is not suitable for Macintosh users.

Note: This course was written for Crystal Reports 10. Crystal Reports 8.5, Crystal Reports 9, or Crystal Reports 10 are all acceptable for this course.