Want to "wow" people with your business reports? In this course, you'll master the techniques the pros use to produce attractive, reader-friendly reports for any audience.
Designed for Crystal Reports XI through Crystal Reports 2016, this course will teach you how to transform the information that lies buried in your database or accounting program into clear, easy-to-understand documents. Whether you're new to Crystal Reports or want to enhance your skills, this course is ideal for you. By the time you're done, you'll be able to produce anything from a quick meeting handout to an elaborate annual report—and you'll never be intimidated by report-writing tasks again!
Allen G. Taylor is a 30-year veteran of the computer industry. He has authored 28 books about computer-related subjects, including "Crystal Reports 2008 For Dummies," "Database Development For Dummies" and "SQL For Dummies." He has also taught computer courses for more than 10 years.
The instructional materials required for this course are included in enrollment and will be available online.
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Lesson 1
Charts and maps can add visual dimension to the display of information in a report. While columns of numbers may be an effective way to present data for some readers, you may have visual learners in your target audience who would be better served by charts and maps. Today, you'll learn how to choose a chart type that best conveys the information you want to emphasize. And 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 of the expected range.
Lesson 2
In this lesson, we'll hit the ground running and create a Crystal Report from scratch. From Lesson 1, you already know how to connect to a data source. Today, you'll learn how to pull data from that data source and place it into your report. Then, I'll show you how to use Crystal Reports to create a quick, simple report with a professional appearance—adding headers and footers, and adjusting column headings and the data itself. We'll also discuss how to arrange all of these items on a page for maximum visual impact. By the end of this lesson, you'll know how to create a simple report!
Lesson 3
Once you know how to pull data from a database and display it in a basic report, the next step is to pull data from multiple database tables and display only the data you want, filtering out any irrelevant information. In this lesson, you'll learn how to perform these functions, and I'll also show you how to build reports that allow users to decide at runtime what to display. In effect, you can build one report that serves the purpose of multiple reports!
Lesson 4
Displaying the information in a database is one thing; displaying it in a way that communicates effectively is another. In today's lesson, we'll review how to enhance communication by organizing a report's data in a meaningful way, and you'll learn how to use Crystal Reports to sort data and group related data items together. You'll discover how to summarize numerical data with group totals and how to obtain an overall grand total. And we'll also look into the drill-down capability of Crystal Reports, which allows your report readers to use a simple mouse click to access suppressed details of a specific data group!
Lesson 5
In this lesson, you'll dive into the details of the various report sections. First, we'll discuss how to resize sections, and then we'll take a close look at the Section Expert, which is your major tool for selecting options that control the appearance and function of the various sections of a report. We'll also explore how you can control the placement of groups, reset page numbering, and move report totals. Finally, we'll take a closer look at the drill-down feature and hiding details.
Lesson 6
Today, you'll get even more hands-on experience formatting a report. First, we'll look at a number of formatting options that Crystal Reports offers to help you give your report just the look you want. Then, we'll look at how you can use report templates to achieve a consistent appearance across a family of reports. And finally, we'll practice using absolute formatting and conditional formatting, features that can adjust the appearance of your report based on the data it contains.
Lesson 7
With Crystal Reports, you can do more than just display the data you select from your data source. You can also show correlations between related categories of data items. To do this, you create a cross-tab report, which 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.
Lesson 8
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.
Lesson 9
The formulas and control structures in Crystal Reports allow you to make your reports dynamic, sensitive to what's happening at runtime. With formulas, you can operate on data and put the result into your report. You can also 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 with very little time and effort. And you'll find out how to do all of this in today's lesson.
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 can be completely 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. We'll also practice embedding hyperlinks today. This can be a great alternative to embedding a subreport within a main report!
Lesson 11
Charts and maps can add visual dimension to the display of information in a report. While columns of numbers may be an effective way to present data for some readers, you may have visual learners in your target audience who would be better served by charts and maps. Today, you'll learn how to choose a chart type that best conveys the information you want to emphasize. And 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 of the expected range.
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 all of these in our final lesson. We'll talk about print and fax options, 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 Web, and then we'll discuss distributing reports via Crystal Reports Viewer 2008.
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