BOCE10 – SAP Crystal Reports for Enterprise: Fundamentals of Report Design

BOCE10 SAP Crystal Reports for Enterprise: Fundamentals of Report Design

Contents

Course Overview

Unit 1: Report Planning

  • Lesson: Describing Database Concepts
  • Lesson: Planning and Developing a Report Prototype

Unit 2: SAP Business Objects BI Platform and Data Source Connection

  • Lesson: Logging On to SAP BusinessObjects BI Platform
  • Lesson: Defining a Data Source

Unit 3: Report Creation

  • Lesson: Connecting to a Data Source
  • Lesson: Creating a Query
  • Lesson: Describing the Report Design Environment
  • Lesson: Setting Up Report Sections
  • Lesson: Describing the Field Objects Controls
  • Lesson: Saving a Report

Unit 4: Report Layout and Formatting

  • Lesson: Setting Page Properties
  • Lesson: Applying Report Formatting Options

Unit 5: Data Selection

  • Lesson: Editing a Query
  • Lesson: Inserting Additional Filter Conditions
  • Lesson: Modifying Query Filters
  • Lesson: Applying Time-Based Filters

Unit 6: Sorting, Grouping, and Totaling

  • Lesson: Sorting Data
  • Lesson: Grouping Data
  • Lesson: Creating Nested and Multiple Groups
  • Lesson: Creating a Custom Group
  • Lesson: Grouping on Time-Based Data
  • Lesson: Totaling Grouped Data
  • Lesson: Totaling Column Data

Unit 7: Additional Report Objects

  • Lesson: Inserting Predefined Objects
  • Lesson: Adding Graphical Objects

Unit 8: Formulas

  • Lesson: Defining Formulas
  • Lesson: Using the Formula Workshop
  • Lesson: Creating and Modifying Formulas
  • Lesson: Applying Boolean Formulas
  • Lesson: Applying If-Then-Else Formulas
  • Lesson: Applying Date Calculations
  • Lesson: Applying Numeric Calculations
  • Lesson: Applying String Manipulation

Unit 9: Conditional Formatting

  • Lesson: Formatting Objects Conditionally
  • Lesson: Formatting Fields Conditionally with Formulas
  • Lesson: Formatting Sections
  • Lesson: Formatting Sections Conditionally
  • Lesson: Drilling Down on Sections

Unit 10: Charting

  • Lesson: Describing Charting Concepts
  • Lesson: Charting On Data
  • Lesson: Formatting Charts

Unit 11: Report Distribution

  • Lesson: Exporting a Report
  • Lesson: Saving Reports to SAP BusinessObjects Business Intelligence Platform Lesson: Reporting with Mobile Devices

Course Overview

TARGET AUDIENCE

This course is intended for the following audiences:

  • Project Stakeholder
  • System Administrator

 

Unit 1 Report Planning

Lesson 1: Describing Database Concepts

Lesson Objectives

After completing this lesson, you will be able to:

  • Define basic database terms

Lesson 2: Planning and Developing a Report Prototype

Lesson Objectives

After completing this lesson, you will be able to:

  • Identify the requirements for planning and developing report prototypes

 

Unit 2 SAP Business Objects BI Platform and Data Source Connection

Lesson 1: Logging On to SAP BusinessObjects BI Platform

Lesson Objectives

After completing this lesson, you will be able to:

  • Connect to SAP BusinessObjects BI platform

Lesson 2: Defining a Data Source

Lesson Objectives

After completing this lesson, you will be able to:

  • Define data sources

 

Unit 3 Report Creation

Lesson 1: Connecting to a Data Source

Lesson Objectives

After completing this lesson, you will be able to:

  • Connect to a data source

Lesson 2: Creating a Query

Lesson Objectives

After completing this lesson, you will be able to:

  • Create a query to retrieve data from the data source

Lesson 3: Describing the Report Design Environment

Lesson Objectives

After completing this lesson, you will be able to:

  • Explain the report design environment

Lesson 4: Setting Up Report Sections

Lesson Objectives

After completing this lesson, you will be able to:

  • Explain the report section setup process

Lesson 5: Describing the Field Objects Controls

Lesson Objectives

After completing this lesson, you will be able to:

  • Identify the field object controls

Lesson 6: Saving a Report

Lesson Objectives

After completing this lesson, you will be able to:

  • Save a report

 

Unit 4 Report Layout and Formatting

Lesson 1: Setting Page Properties

Lesson Objectives

After completing this lesson, you will be able to:

  • Define page properties

Lesson 2: Applying Report Formatting Options

Lesson Objectives

After completing this lesson, you will be able to:

  • Apply report formatting options

 

Unit 5 Data Selection

Lesson 1: Editing a Query

Lesson Objectives

After completing this lesson, you will be able to:

  • Identify query panel controls

Lesson 2: Inserting Additional Filter Conditions

Lesson Objectives

After completing this lesson, you will be able to:

  • Insert additional filter conditions

Lesson 3: Modifying Query Filters

Lesson Objectives

After completing this lesson, you will be able to:

  • Modify the query filter

Lesson 4: Applying Time-Based Filters

Lesson Objectives

After completing this lesson, you will be able to:

  • Apply time-based filters

 

Unit 6 Sorting, Grouping, and Totaling

Lesson 1: Sorting Data

Lesson Objectives

After completing this lesson, you will be able to:

  • Apply sorting options

Lesson 2: Grouping Data

Lesson Objectives

After completing this lesson, you will be able to:

  • Create groups
  • Modify groups

Lesson 3: Creating Nested and Multiple Groups

Lesson Objectives

After completing this lesson, you will be able to:

  • Create and reorder multiple groups

Lesson 4: Creating a Custom Group

Lesson Objectives

After completing this lesson, you will be able to:

  • Add a custom group based on criteria not specified in the database

Lesson 5: Grouping on Time-Based Data

Lesson Objectives

After completing this lesson, you will be able to:

  • Group date-based objects

Lesson 6: Totaling Grouped Data

Lesson Objectives

After completing this lesson, you will be able to:

  • Create subtotals

Lesson 7: Totaling Column Data

Lesson Objectives

After completing this lesson, you will be able to:

  • Total data by column

 

Unit 7 Additional Report Objects

Lesson 1: Inserting Predefined Objects

Lesson Objectives

After completing this lesson, you will be able to:

  • Insert a predefined object

Lesson 2: Adding Graphical Objects

Lesson Objectives

After completing this lesson, you will be able to:

  • Create formatted lines and boxes in a report

 

Unit 8 Formulas

Lesson 1: Defining Formulas

Lesson Objectives

After completing this lesson, you will be able to:

  • Define formula uses and components

Lesson 2: Using the Formula Workshop

Lesson Objectives

After completing this lesson, you will be able to:

  • Create a formula with the Formula Workshop

Lesson 3: Creating and Modifying Formulas

Lesson Objectives

After completing this lesson, you will be able to:

  • Create formulas
  • Modify formulas

Lesson 4: Applying Boolean Formulas

Lesson Objectives

After completing this lesson, you will be able to:

  • Create Boolean formulas

Lesson 5: Applying If-Then-Else Formulas

Lesson Objectives

After completing this lesson, you will be able to:

  • Create if-then-else formulas

Lesson 6: Applying Date Calculations

Lesson Objectives

After completing this lesson, you will be able to:

  • Apply date calculation functions

Lesson 7: Applying Numeric Calculations

Lesson Objectives

After completing this lesson, you will be able to:

  • Apply numeric calculations with formulas

Lesson 8: Applying String Manipulation

Lesson Objectives

After completing this lesson, you will be able to:

  • Apply useful string manipulation functions

 

Unit 9 Conditional Formatting

Lesson 1: Formatting Objects Conditionally

Lesson Objectives

After completing this lesson, you will be able to:

  • Explain conditional formatting usage and controls

Lesson 2: Formatting Fields Conditionally with Formulas

Lesson Objectives

After completing this lesson, you will be able to:

  • Apply formulas to conditionally format fields

Lesson 3: Formatting Sections

Lesson Objectives

After completing this lesson, you will be able to:

  • Describe section formatting

Lesson 4: Formatting Sections Conditionally

Lesson Objectives

After completing this lesson, you will be able to:

  • Format sections conditionally

Lesson 5: Drilling Down on Sections

Lesson Objectives

After completing this lesson, you will be able to:

  • Create a multi-level drill down report

 

Unit 10 Charting

Lesson 1: Describing Charting Concepts

Lesson Objectives

After completing this lesson, you will be able to:

  • Explain the concept of chart usage

Lesson 2: Charting On Data

Lesson Objectives

After completing this lesson, you will be able to:

  • Chart on report data

Lesson 3: Formatting Charts

Lesson Objectives

After completing this lesson, you will be able to:

  • Apply formatting options to a chart

 

Unit 11 Report Distribution

Lesson 1: Exporting a Report

Lesson Objectives

After completing this lesson, you will be able to:

  • Export a report

Lesson 2: Saving Reports to SAP BusinessObjects Business Intelligence Platform

Lesson Objectives

After completing this lesson, you will be able to:

  • Explain the process of saving a report to SAP BusinessObjects BI platform
  • Access the BI Launch Pad
  • Describe the Home Page
  • View a Crystal Reports for Enterprise report
  • Set general BI Launch Pad preferences
  • Log off from the BI Launch Pad

Lesson 3: Reporting with Mobile Devices

Lesson Objectives

After completing this lesson, you will be able to:

  • Describe how to make reports available on mobile devices

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