“I appreciate the fact that we were able to easily deviate from the book when possible to cover more interesting & advanced topics. [Instructor] is very knowledgeable and honest about BO XI capabilities. Thanks.”
John F, FedEx

“[Instructor] is very knowledgeable in this subject and is able to communicate information in an easy, understandable manner. I look forward to doing the advanced class…”
– Kimberley G, Rogers Wireless

“This instructor gets a 10 out of 10. He is brilliant and has the expertise and teaching methodology that makes this type of course fun and educational. Highly recommend for future courses!!! OUTSTANDING!!!!!!!!!!!”
Attendee, Burger King Corporation

Course Description

This two-day workshop is designed to enhance your basic report writing skills and move you into creating more complex reports. Time will be spent walking you through the tips and tricks of advanced report writing along with a good amount of hands on practice. In addition, you will cover professional design, techniques, sub-reporting and advanced formulas. This course incorporates a number of hands on exercises that reinforce the learning process.


This course is targeted for users that are already experienced with Crystal Report development and need to learn advanced reporting techniques to further enhance their reporting skills.


After completing this course, students will be able to create advanced queries, use advanced formula techniques, use linked and unlinked sub reports, create crosstabs in reports, create sectioned reports and group data, create report parameters create report alerts and more.

The course provides extensive workshops to reinforce the advanced concepts taught in class.

Duration & Version

2 Days – Crystal Reports 2008 to 2016


Successful completion of either the Crystal Reports Level 1 Course or the equivalent experience is strongly recommended.

Topics Covered

Power Formatting and Formulas

Review of Planning a Report
Creating the Report
Placing Fields on the Report
Creating the Formulas
Advanced Grouping
Selecting Certain Records
Helpful Hints for Formatting the Report
Adding and Working with Text Objects
Suppressing Sections Guidelines

Using Multiple Sections in Reports
Using the Section Expert to Work with Sections
Conditionally Formatting Multiple Sections
Advanced Drill Down Group Level
Challenge Exercise – Conditionally Formatting with Multiple Sections

Understanding Running Totals
Creating Running Totals for a List of Numbers
Conditional Running Totals
Challenge Exercise – Creating Running Totals
Challenge Exercise – Creating a Conditional Running Total

Parameter Field Considerations
Creating a Parameter Field
Using a Parameter to Select Records
Using a Parameter Field
Creating a Dynamic Value List for Parameter Values
Importing a Pick List
Adding Parameter Values to Text Objects
Allowing Multiple Values in Parameters
Using Multiple Parameter Fields in Reports
Specifying and Limiting a Range for a Parameter
Using Parameters in Conditional Formatting
Using an Edit Mask to Limit String Parameters
Sorting with a Parameter
Using a Parameter to set N in a Top N Report
Cascading Parameters
Challenge Exercise – Using Parameters

Understanding How Crystal Reports Processes the Data
What is a Pass?
Using Evaluation Time Functions
Working with Variables
Declaring a Variable
Assigning a Value to a Variable
Using a Variable in a Formula
Variable Scope
Separating Statements in Complex Formulas
Working with Arrays
Challenge Exercise—Understand and Set Up the YTD Comparison Report
Challenge Exercise—Declare Variables and Conditionally Assign Values to Them

Using Power Tools to Create Advanced Reports

Understanding Sub Reports
Unlinked versus Linked Sub Reports
Creating an Unlinked Sub Report
Linking a Sub Report
Database Links versus sub Reports on One-to-Many Situations
Creating On-Demand Sub Reports
Creating Hyperlinks
Using Sub Reports to Link “Unlinkable” Data
Challenge Exercise – Creating Reports with Linked Sub Reports

Using the Group Expert
Using a Field Name to Customize the Group Name
Using a Formula to Customize the Group Name Field
Creating Custom Groups
Grouping on a Formula Field
Using Group Selection to Filter the Records in the Report
Grouping Hierarchically
Create Customized Grouping
Brain Tease – Using Group Selection
Challenge Exercise – Creating a Group Using a Formula

Understanding How Cross-Tabs
Affect Your Data
Creating a Cross-Tab Report
Creating a Cross-Tab with Multiple Rows or Columns
Applying a Formatting Style to the Cross-Tab
Customizing the Cross-Tab Format
Changing Background Colors
Formatting Individual Cells
Changing the Summary Operation
Suppressing Rows, Columns or Totals
Repeating Row Heading for Multi-Page Cross-Tabs
Using Alias Names for Column and Row Headings
Charting Cross-Tabs
Challenge Exercise – Cross-Tab Reports

What are Report Alerts?
Creating Report Alerts
Challenge Exercise – Using Report Alerts with Parameters

What is a Report Template
Standard Report Creation Wizard and Templates
The Template Expert
Applying a Template and the Consequences
Template Considerations
Creating Your Own Templates
Inserting Template Fields
Formatting Template Fields
Giving Template Fields a Value

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