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Duration 2 Days 12 CPD hours This course is intended for This course is designed for people who know how to create basic list and group reports and need to create reports that include subreports, cross-tabs, advanced formulas, and charts based on more than one data series. They may also need to build tools that make it easier for other people to create reports. They may or may not have programming and/or SQL experience. Overview In this course, you will create complex reports using tools in Crystal Reports 2016. You will: Create automatic and manual running totals. Work with cross-tab reports. Add subreports. Create drill-downs in a report. Use SQL statements in report processing. Create complex formulas. Add charts to reports. Enhance report functionality. In this course, students will create complex reports & data sources using the tools in Crystal Reports 2016. Students will not only create more complex reports including sub-reports and cross-tabs, but will also increase their speed and efficiency. 1 - CREATING RUNNING TOTALS Topic A: Create a Running Total Field Topic B: Modify a Running Total Field Topic C: Create a Manual Running Total 2 - WORKING WITH CROSS-TABS Topic A: Create a Cross-Tab Report Topic B: Format a Cross-Tab Report Topic C: Create Groups in Cross-Tab Reports 3 - ADDING SUBREPORTS Topic A: Insert a Subreport Topic B: Edit a Subreport Topic C: Share Variables 4 - CREATING DRILL-DOWNS IN A REPORT Topic A: Create a Drill-Down Topic B: Create Headings for Drill-Down Data 5 - USING SQL STATEMENTS IN REPORT PROCESSING Topic A: Create a Report Using SQL Queries Topic B: Summarize Report Data Topic C: Create Joins Using SQL Topic D: Create Subqueries Topic E: Create an SQL Expression Field 6 - CREATING COMPLEX FORMULAS Topic A: Work with Loops Topic B: Work with Arrays 7 - ADDING CHARTS TO REPORTS Topic A: Create Charts Topic B: Create a Chart with Drill-Down Topic C: Create a Top N Chart Topic D: Create a Cross-Tab Chart Topic E: Create Charts for Grouped Data Topic F: Format a Chart Topic G: Create a Chart Template 8 - ENHANCING REPORT FUNCTIONALITY Topic A: Organize Data Based on a Hierarchy Topic B: Create a Dynamic Image Topic C: Create a Report Alert Topic D: Create a Geographic Map 9 - APPENDIX Appendix A: Managing Reports Appendix B: Processing Data on the Server Appendix C: Detecting and Fixing Problems
Duration 2 Days 12 CPD hours This course is intended for 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. Overview 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. In this course, students will create a basic report by connecting to a database and modifying the report's presentation. 1 - EXPLORING THE CRYSTAL REPORTS INTERFACE Topic A: Explore Crystal Reports Topic B: Use Crystal Reports Help Topic C: Customize Report Settings 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 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 4 - BUILDING PARAMETERIZED REPORTS Topic A: Create a Parameter Field Topic B: Use a Range Parameter in a Report Topic C: Create a Prompt 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 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 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 8 - DISTRIBUTING DATA Topic A: Export Data Topic B: Create Mailing Labels 9 - APPENDIX Appendix A: Setting Up and Configuring Data Sources Appendix B: Using Report Processing Techniques Appendix C: Using Functions in Formulas
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Duration 3 Days 18 CPD hours This course is intended for This course is primarily designed for students who want to gain the skills necessary to use VBA to automate tasks in Excel such as collecting data from external sources, cleaning, and manipulating data. The target student may also want to learn how to create custom worksheet functions to streamline worksheet formulas and make complex worksheets easier to support, maintain, and understand. Overview In this course, you will develop and deploy VBA modules to solve business problems. You will: Identify general components of VBA and their appropriate use in solving business solutions. Record VBA macros to automate repetitive tasks. Use reference tools built into Excel to get help on VBA programming language and objects used in the Excel VBA environment. Write VBA code to create a custom worksheet function. Eliminate, avoid, or handle errors in VBA code, and optimize its performance. Control how and when macros run. Develop UserForm objects to create custom dialog boxes and windows. Use VBA to read and write data from local files and cloud services. Use VBA to clean and transform data. Run programs and commands outside of Excel and share VBA projects with other users VBA (Visual Basic for Applications) enables you to enhance and extend the capabilities of Microsoft© Excel© and other applications in the Microsoft© Office application suite. You can use VBA to perform tasks that would be difficult or impossible to do using only worksheet functions, and you can automate a wide range of tasks involving the collection, processing, analysis, and visualization of data. This course will give you a good foundation for understanding, creating, and using VBA in your own Excel workbooks, show you how to work with data across different applications, and how to package the macros and functions you create so you can back them up, move them to other computers, and share them with other users Prerequisites To ensure your success in this course, you should be an experienced Excel user who is comfortable creating and working with Excel workbooks, including tasks such as entering worksheet formulas, using absolute and relative addressing, formatting cells, and creating pivot tables and charts. This level of skill could be acquired by taking the Microsoft Excel for Office 365? (Desktop or Online) courses, Parts 1, 2, and 3 1 - Using VBA to Solve Business Problems Topic A: Use Macros to Automate Tasks in Excel Topic B: Identify Components of Macro-Enabled Workbooks Topic C: Configure the Excel VBA Environment 2 - Automating Repetitive Tasks Topic A: Use the Macro Recorder to Create a VBA Macro Topic B: Record a Macro with Relative Addressing Topic C: Delete Macros and Modules Topic D: Identify Strategies for Using the Macro Recorder 3 - Getting Help on VBA Topic A: Use VBA Help Topic B: Use the Object Browser to Discover Objects You Can Use in VBA Topic C: Use the Immediate Window to Explore Object Properties and Methods 4 - Creating Custom Worksheet Functions Topic A: Create a Custom Function Topic B: Make Decisions in Code Topic C: Work with Variables Topic D: Perform Repetitive Tasks 5 - Improving Your VBA Code Topic A: Debug VBA Errors Topic B: Deal with Errors Topic C: Improve Macro Performance 6 - Controlling How and When Macros Run Topic A: Prompt the User for Information Topic B: Configure Macros to Run Automatically 7 - Developing Custom Forms Topic A: Display a Custom Dialog Box Topic B: Program Form Events 8 - Using VBA to Work with Files Topic A: Use VBA to Get File and Directory Structure Topic B: Use VBA to Read Text Files Topic C: Use VBA to Write Text Files 9 - Using VBA to Clean and Transform Data Topic A: Automate Power Query Topic B: Transform Data Using VBA and Workbook Functions Topic C: Use Regular Expressions Topic D: Manage Errors in Data 10 - Extending the Programming Environment Beyond the Workbook Topic A: Run Other Programs and Commands Topic B: Share Your VBA Projects
Learn to use Excel’s most powerful features on this 2-day advanced Excel training course. This course is hands-on. It includes plenty of time to experiment with what you are being taught and ask questions. By the time you finish, you’ll be an expert Excel user. ✔ A complete course that covers all of Excel’s most advanced functions. ✔ Friendly expert trainers, small groups and a comfortable place to learn. ✔ Ongoing support & help with any issues you may have after the course. Our courses are delivered in Guildford, London, Online, or even on-site at your offices!
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