Data & Analytics

Crystal Reports 2020: Part 1

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Course Length

2 days

Course Level

Part 1

Target Audience

This course is designed for people who need output from a database. In some cases, database programs have limited reporting tools, or tools that are not accessible. Learners may or may not have programming or SQL experience.

Course Prerequisites

Before taking this course, learners should be familiar with basic computer functions, such as creating and navigating folders, opening programs, manipulating windows, copying and pasting objects, formatting text, and saving files in Microsoft Windows. In addition, learners should have taken the Microsoft Office Access 2016: Part 1 course or have equivalent experience with basic database concepts.

Course Overview

Organizations use reporting tools to access data sources and generate customized reports. SAP® Crystal Reports® 2020 enhances report building and report processing techniques with a variety of features that add value to a presentation. In this course, you will create a basic report by connecting to a database and modifying the report’s presentation.

Information is critical to making sound business decisions. Data presented without any formatting or structure holds little or no meaning for interpretation. Crystal Reports 2020 helps you build advanced reports with ease, presenting complex information in an understandable way.

To find out when this course is being offered next, please refer to our Course Schedule.

Learning Outcomes / Objectives

In this course, you will connect to a database to extract data and present it as a report. You will:

  • Identify the elements of the Crystal Reports interface.
  • Create and modify a basic report.
  • Use formulas to calculate and filter data.
  • Build a parameterized report.
  • Group report data.
  • Enhance a report.
  • Create a report using data from an Excel workbook.
  • Distribute data.

Topic List

Lesson 1: Exploring the Crystal Reports Interface
Topic A: Explore Crystal Reports
Topic B: Use Crystal Reports Help
Topic C: Customize Report Settings

Lesson 2: Working with Reports
Topic A: Create a Report
Topic B: Modify a Report
Topic C: Display Specific Report Data
Topic D: Work with Report Sections

Lesson 3: Using Formulas in Reports
Topic A: Create a Formula
Topic B: Edit a Formula
Topic C: Filter Data by Using a Formula
Topic D: Work with Advanced Formulas and Functions
Topic E: Handle Null Values

Lesson 4: Building Parameterized Reports
Topic A: Create a Parameter Field
Topic B: Use a Range Parameter in a Report
Topic C: Create a Prompt

Lesson 5: Grouping Report Data
Topic A: Group Report Data
Topic B: Modify a Group Report
Topic C: Group by Using Parameters
Topic D: Create a Parameterized Top N Report

Lesson 6: Enhancing a Report
Topic A: Format a Report
Topic B: Insert Objects in a Report
Topic C: Suppress Report Sections
Topic D: Use Report Templates

Lesson 7: Creating a Report from Excel Data
Topic A: Create a Report Based on Excel Data
Topic B: Modify a Report Generated from Excel Data
Topic C: Update Data in a Report Based on Excel Data

Lesson 8: Distributing Data
Topic A: Export Data
Topic B: Create Mailing Labels

Appendix A: Setting Up and Configuring Data Sources
Appendix B: Using Report Processing Techniques
Appendix C: Using Functions in Formulas

Succeeding Course

Delivery

MicroAssist’s instructor-led training consists of group-paced learning models with structured hands-on activities. The dedicated learning environment encourages focused learning supported by key resources.

  • Private Training Facility – Our training rooms are designed to provide students with a comfortable and distraction-free environment. Being able to focus on each step and its implications leads to better retention of the new material.
  • In-person Instructor – The instructor presents learning material live in the classroom, allowing for effective information dissemination and active classroom management. The face-to-face nature of the class allows for student-teacher interaction that aids in successfully completing each lesson.
  • Student Work Station – Each student is provided a desktop or laptop computer to work with during the training class. The computers are equipped with the appropriate student files and programs so students can replicate the steps in each lesson. Being able to manually complete each lesson fosters increased understanding.
  • Student Manual – Each student is supplied a manual that provides a general overview of each concept as well as detailed instructions on how to complete each task. The manual is the student’s to keep and makes an excellent reference guide.
  • Choice Platform – Students are provided access to an online portal that boasts several helpful resources such as a knowledge assessment, checklists, and how-to videos. The portal also provides the student files used during class so students can practice their new skills in a safe environment.
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