| Course
specifications
Course number: 078 402
Software version number: 8.0.1
Course length: 2 day(s)
Hardware/software required to run this course
• Microsoft Windows 95™ operating system,
Microsoft Windows 98™ or Microsoft Windows NT™ 4.0 or higher
• Minimum 16 RAM (32 MB for Windows NT™)
• A recommended 32 MB RAM
• Minimum hard drive space 30 MB (full
installation 195 MB)
See your reference manual for hardware
considerations that apply to your specific hardware setup.
Class Requirements
The class files require that Crystal Reports 8.0.1
is available on the student’s computer.
The Distributing Data lesson has exercises that
uses Microsoft Excel 97 and Microsoft Word 97. In order to complete this
task you must have access to these applications.
In order for the class to run properly, perform
the procedures described below to install both Crystal Reports and the
class files.
Install Crystal Reports
Run Crystal Reports 8.0.1 setup. Select Typical
installation.
The default installation directory should be:
C:FilesSoftwareReports.
In addition, you will need printers if you want to
print the reports created in the course.
Install class files
The sample database files must be stored in the My
Documents folder on the student’s hard drive. All of the reports
provided for the hands-on exercises use these sample files. Copy the
Database files folder from the student disk into the
My Documents folder on the hard drive.
Copy the Xtreme.mdb database file from :
C:FilesSoftwareReportsinto C:Documentsfiles. This database is a sample
provided by Crystal.
Copy the Data files folder from the student disk
into the My Documents folder on the hard drive. This folder contains the
reports used in the step-by-step exercises.
Course description
Overview: Students
will learn the basics of report creation including sorting, grouping,
linking, basic formula creation, working with report experts and how to
distribute reports to other users.
Prerequisites: To
ensure your success, we recommend that you first take one of the
following Element K Press courses or have equivalent knowledge:
• Windows 95: Introduction
• Windows 98: Introduction
• Windows NT 4.0 Introduction
Delivery method:
Instructor-led, group-paced, classroom-delivery learning model with
structured hands-on activities.
Benefits: Students
will learn how to create basic reports that include linking, formulas,
working with sections, selection criteria and report distribution.
Target student: This
course is designed for users with little or no experience with Crystal
Reports but who have the need to generate reports based on data
available to them. Although no database experience is necessary, some of
the concepts may be more meaningful if the user has worked with database
applications before. A basic knowledge of relational data concepts is
also recommended.
What's next: Crystal
Reports 8.0 Basic Skills is the first course in this series. Students
who want to learn advanced features can take Crystal Reports 8.0
Advanced.
Crystal Reports 8.0 Basic Skills
Performance-based objectives
Lesson objectives help students become comfortable
with the course, and also provide a means to evaluate learning. Upon
successful completion of this course, students will be able to:
• Plan the needs for your report including data
as well as appearance.
• Become familiar with components of the Crystal
Reports application window.
• Create reports based directly on database
information, use a report expert or create a copy of an existing report.
• Add, modify and remove report objects such as
data fields, text objects, file information, graphics or decorative
lines and boxes.
• Format the appearance of your report using
font, color, border and number choices.
• Change the selection criteria and sort order
of your data.
• Create subtotals, grand totals and summaries
for your report data.
• Create, edit and delete formulas. Understand
Crystal’s formula language.
• Understand linking concepts then create and
modify your own links.
• Identify and control Crystal’s report
sections.
• Distribute your reports to those who need the
information through a variety of methods.
Crystal Reports 8.0 Basic Skills
Course content
Lesson 1: Overview
Examine the application’s capabilities
Think about the steps necessary to create reports
Review reports and databases to be used in class
Modify the program default settings
Use help
Lesson 2: Creating Basic Reports
Identify the sections of the report
Create a new report
View your report as it will print
Format your report by changing the size and
position of the fields
Enhance your report by adding a report title and
changing the font attributes of your labels
Add page numbers and other document information as
well as a company logo or other graphics in your report
Save your report
Lesson 3: Sorting and Selecting Records
Sort records
Use the Select Expert to limit records
Add an additional selection criterion using the
“And” statement
Modify composite formulas and the selection
criteria statement
Lesson 4: Grouping and Summarizing
Define a single level group
Define a multiple level group
Modify grouping options
Insert subtotals and grand totals
Insert summary fields
Insert percent of the total fields
Insert grand total summary fields
Use Top N/Sort Group Expert
Lesson 5: Using the Report Expert
Create new reports using the Standard Report
Expert
Create new reports using the Mailing Labels Report
Expert
Edit a report created using an Expert
Lesson 6: Basic Cross-Tabs
Understanding cross-tab reports
Use the Cross-Tab Expert
Edit your cross-tab report
Modify cross-tab layout options
Format your cross-tab report
Lesson 7: Linking
Understand relational database basic concepts
Create links using the Visual Linking Expert
Examine Link Options
Look at the difference between PC and SQL links
Lesson 8: Creating Formulas
Understand Formula Components
Create new formulas using the Formula Editor
Make changes to formulas
Create and use String formulas
Create and use Date functions
Work with summary formulas
Create and use If-Then-Else functions
Lesson 9: Formatting Sections
Review sections
Resize sections in Design view
Use the Section Expert
Create Summary and Drill Down reports
Lesson 10: Distributing Data
Identify exporting options
Export a report into office suite applications
Create a report using spreadsheet data
Discuss Web browser options to view reports
on-line
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