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Filemaker pro 17 advanced tutorial pdf free
FileMaker product manuals and documentation · FileMaker Pro 18 Advanced. FileMaker Pro 18 Advanced Installation Guide · FileMaker Server FileMaker Server FileMaker Pro lets you save data in different file formats, such as Microsoft Excel worksheets and. PDF files, so you can give the files to users who do not.
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Click Edit Layout. Select and drag the handle to resize 2. Click inside the Last Name field and drag it to the right of the First Name field. In the next steps, you ll use the Inspector to align these fields. Click Inspector in the layout bar to open the Inspector. The Inspector lets you precisely position and format objects on a layout.
Both fields are selected. Drag the Last Name field label above the Last Name field. Drag the First Name field label above the First Name field. Experiment with the alignment buttons in the Inspector and arrow keys on your keyboard to align the field labels with each other and their respective fields.
Tip If you make mistakes while designing layouts, you can click Revert in the layout bar to discard any unsaved changes, then start again. Add a field After a field has been defined in a table, you can display it on any layout based on that table. In the sample database, there are defined fields that are not on this layout.
You will add one of these fields now. Note You can also place related fields from other tables on your layouts, as explained in lesson Click Edit Layout. Click the Field tool in the status toolbar and drag the new field under the Date Paid field. The Member Since field appears on the layout. Resize the new field by dragging a right handle so the field is the same size as the Date Paid field. Notice that the format of the Member Since field label does not match the other field labels on the layout.
You can use the Format Painter tool to copy the format of one label and apply it to another label. Select the Date Paid field label. Choose the Format Painter tool in the status toolbar. A paintbrush appears next to the pointer 6. Click the Member Since field label.
The format changes to match the format of the Date Paid field label. Field tool, indicating you can copy and paste formats on the layout. Select the Member Since field, shift-click the Date Paid field, then click Align left edges in the Inspector to left-align these fields. Note You might need to use the arrow keys to adjust the alignment of label text. You see today s date entered in the Member Since field in the new record.
The current date will be entered in the Member Since field in each subsequent new record. Click Delete Record, then click Delete to remove the empty record from the file. Add a tab panel 1. Select the Contact info tab to select the tab panel. Handles appear around the entire panel 3. Click Create, then OK. You see the new tab panel to the right of the Contact Info tab. In the Contact info tab panel, starting outside the tab panel, drag around the Company, Membership Type, Fee Paid, Date Paid, and Member Since fields and their labels to select them all.
Select the Membership info tab panel. With the fields and labels selected, drag to position them near the top of the tab panel. Display a number as currency You can display a number as currency, even though only the number is typed into the field.
Formatting affects only the way data is displayed. It does not change the data. In the Membership info tab panel, select the Fee Paid field. In the Inspector, click Data. Click Data. Click Save Layout, then Exit Layout to see the formatted data. Note You might need to click the Membership info tab or move to another record to see formatted data in the Fee Paid field.
Add color to a tab panel Change the color of the Membership info tab panel to match the color of the header in this layout. Select the Membership info tab to select this panel. In the Color dialog box, enter the value for Red, Green, and Blue. Click OK. The color of the Membership info tab panel now matches the color of the header. Change text size and color 1. In Layout mode, select the Selection tool in the status toolbar. Click the The Corporate Travelers Club heading to select the text block.
In the Inspector, click Appearance. Click to the left of the The Corporate Travelers Club text, where you want to place the club logo.
You will see no change onscreen yet. Open the Tutorial folder. Make sure all file types are showing, and select logo. Drag the logo or text block to move it, if necessary. Click Save Layout, then click Exit Layout to see the finished layout. For more information You have learned how to enhance the appearance of your data by using tab panels, graphics, custom text, field formatting, and creative positioning of objects on layouts.
You will learn how to add a chart to a layout in lesson There are many other ways to customize the appearance of fields and layouts. For example, after you ve created a layout, you can: 1 add effects like embossing or patterns to objects 1 use lines or boxes to highlight or separate information 1 add scroll bars to individual fields 1 change background or field color When you create a new layout, you can apply color and style using a theme.
For more information on such enhancements, see FileMaker Pro Help. In this lesson, you will create: 1 a list of your records 1 mailing labels 1 a form letter Create a columnar list A columnar list shows many records simultaneously.
Each row is one record. Each column holds one category of data, such as Last Name or Phone Number. For Layout Name, type List of Members. Select List view for the new layout type and click Next. Double-click each of the following fields in the order you want the fields to appear in the list: 1 Last Name 1 First Name 1 Company 1 Membership Type These fields move to the Layout fields list. Click Next.
Select Standard from the list of layout themes, and click Next. Click Next on each of the two remaining panels to accept the default settings.
Click Finish. The completed layout is displayed in List View in Browse mode. Notice that the layout you just created appears in the Layout pop-up menu in the layout bar. Create mailing labels About labels layouts Labels layouts use merge fields.
Merge fields expand or contract to fit the data in the field, and take no space if the field is empty. Merge fields are for display and printing only. You can t enter data into merge fields. For Layout Name, type Labels. For Select a layout type, scroll down and select Labels. Choose Avery from the Use label measurements for list, if it is not already selected.
All rights reserved. Excel basics Excel is a powerful spreadsheet and data analysis application, but to use it most effectively, you first have to understand the basics. This tutorial introduces some of the tasks and features. Generating lesson plans with Adobe Acrobat Introduction Being a teacher requires so many non-teaching administrative tasks that sometimes just teaching gets lost in the paper shuffle. You can automate. Word Basics Learning Guide Exploring Word At first glance, the new Word interface may seem a bit unsettling, with fat bands called Ribbons replacing cascading text menus and task bars.
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Excel Create your first spreadsheet Goals: After completing this course you will be able to: Create a new spreadsheet.
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It allows you to create and manage databases. A database is an organized body. To expand. Create Mailing Labels from an Electronic File Microsoft Word XP Electronic data requests for mailing labels will be filled by providing the requester with a commadelimited text file. When you receive. Page 3 Getting Started Page 4 Upgrading from a Previous Version A Few Terms Using an Access Database These words are used often in Access so you will want to become familiar with them before using the program and this tutorial.
A database is a collection of related. Taking control of your inventory page Table of Contents Executive Summary April 20, Publisher Cheat Sheet Toolbar customize click on arrow and then check the ones you want a shortcut for File Tab has new, open save, print, and shows recent documents, and has choices. Table of Contents Introduction In the Receipts Grid,.
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It is an important productivity tool for business. This is a preview of subscription content, access via your institution. Discover how easy it is to create multi-user, cross-platform custom solutions with FileMaker Pro, the relational database platform published by Apple subsidiary Claris International, Inc.
Meticulously rewritten with clearer lessons, more real-world examples and updated to include feature changes introduced in recent versions, this book makes it easier to get started planning, building and deploying a custom database solution. The material is presented in an easy to follow manner with each chapter building on the last. After an initial review of the user environment and application basics, it begins a deep exploration of the integrated development environment that seamlessly combines the full stack of data table schema, business logic and interface layers into one visual programming experience.
This book includes everything a beginner needs to get started building custom databases and contains advanced material that seasoned professionals will appreciate. Written by a professional developer with decades of real-world experience, Learn FileMaker Pro 19 is your comprehensive learning and reference guide. Join millions of users and developers worldwide in achieving a new level of workflow efficiency with FileMaker Pro.
Mark Conway Munro. Authors : Mark Conway Munro. Explore Magazines. Editors’ Picks All magazines. Explore Podcasts All podcasts. Difficulty Beginner Intermediate Advanced. Explore Documents. FileMaker Pro 17 Advanced. Uploaded by Will Weinsoff. Did you find this document useful? Is this content inappropriate? Report this Document. Use quick find to search a database Quick find gives you an easy way to search across all fields on the current layout.
Find all records for customers named John who are located in the UK. Open Sample Copy. The database is in Browse mode and the active layout is Data Entry. You can use quick find to search for common text located in different fields in a database. Type John UK in the quick find search text box in the upper-right corner of the status toolbar. Type the text you want to find here If you don t see the search box, resize the FileMaker Pro window to make it wider.
The result of your quick find search is the found set. The pie chart in the status toolbar shows the found set as a portion of all the records in the database. Pie chart Number of records in the found set Total number of records in the database 4. Click the book icon or slider to view the two records in the found set. Find records based on criteria in a single field You can use a shortcut menu to find matching data in a particular field.
Now find all of the customers that are located in New York City. Click Show All in the status toolbar to restore all records to the found set. The pie chart once again shows the found set contains 29 records.
Note It is not necessary to click Show All before performing a Find, as FileMaker Pro finds records from the entire database by default. Drag the slider to the left to display the first record in the database Mary Smith located in the USA. From the shortcut menu, choose Find Matching Records. Choose Find Matching Records. The pie chart shows the found set has changed to 4 records.
Number of records in this found set 5. Click the book icon or slider to view each of the four records in the found set. Find records based on criteria in specific separate fields You can find records that match multiple criteria, for example customers who are both from the United States and are new customers.
Here again you create an AND search. To perform an AND search in Find mode, type each search criterion directly into the appropriate field. To find all customers who live in the United States and are new customers: 1. Click Find in the status toolbar. FileMaker Pro switches to Find mode. In Find mode, you create a find request using the fields marked with a. Type the criteria you want to search for directly into the fields on the request.
Type USA in the Country field. Type New in the Customer Type field. Click Perform Find in the status toolbar. Your find request returns a found set of two records for the two new customers located in the United States.
Find records that match multiple criteria in the same field Sometimes you need to find records that match more than one criterion in a single field. For example, you may need to find all customers located in either New York or London. This type of search is commonly referred to as an OR search, because your found set will consist of records that match any one of the find criteria. When you click the Perform Find button, FileMaker Pro retrieves all of the records that match any of the criteria you ve entered.
To find all customers living in New York or London: 1. Type New York in the City field. Notice that the status toolbar shows that there are currently two find requests. Number of find requests 4. Type London in the City field of this second request.
Your find request returns a found set of six records for six customers located in either New York or London.
Find records that match a range of criteria in the same field Sometimes, you might want to find records that match a range of criteria within a single field. For example, you might want to find all of the records that fall within a one-month period, or locate all of the sales invoices numbered between and To perform this type of search in FileMaker Pro, you use a special range symbol in your find request to specify the lower and upper limits of your find criteria.
To find the customers who paid their annual fee between January 1, and June 30, 1. Click Find. Note FileMaker Pro uses the date format specified in your system settings, so the date format you see and enter might differ from the format shown in this tutorial. In the layout bar, click Operators and choose range from the list.
Choose range Tip Alternatively, you can type any operator from the menu directly into a search field. Your search returns six records, for six customers who paid their fees within the first six months of the year Narrow your search Sometimes, you might need to find records that match certain criteria while at the same time excluding others for example, finding all of the records that were added in a given year except for those added in a particular month, or finding all customers who reside in the United States, except for those in New York City.
You can perform these types of finds by using a combination of multiple find requests and omitting certain records. Because FileMaker Pro processes multiple find requests in the order they are created, it is possible to create very specific, layered searches in this manner. Omitting records in a search does not delete them from the database. To find the records of customers who paid their fees in , except for the customers who paid their fees in March: 1.
Type in the Date Paid field. Click New Request. Notice that the status toolbar shows that this is the second find request in this database search. Click Omit in the layout bar to have FileMaker Pro exclude any records in the found set that fit the criteria of this second find request. Click Operators, then select range from the list. Click Perform Find. Click Omit Your search returns 11 records for 11 customers who paid their fees in , except the customers who paid during the month of March.
You can then quickly and easily perform the find request from either Browse mode or Find mode. To save your last find request: 1. Do one of the following: 1 Windows: Click the down arrow to the right of the Find button and choose Save Current Find.
Your last find request appears in the Specify Options for the Saved Find dialog box. The find request appears as the default name for the saved find 2. Find records using a saved find To run your saved find request: 1. In Browse mode, click Show All in the status toolbar. The pie chart in the status toolbar once again shows the total number of records in the sample file. Once again, only the 11 records meeting the criteria you specified in your saved find appear. Sort your found set After you have a found set of records to work with, you might want to sort those records.
For example, you might want to display the records in alphabetical order, or sort them from newest to oldest. In the layout bar, click the Layout pop-up menu and choose Customer Type List. This layout will make it easier to see the results of the sorting. The black bar to the left of the record for Mary Smith indicates it is the current record in the found set.
Current record 2. Click Sort in the status toolbar. The Sort Records dialog box appears. If any fields appear in the Sort Order column on the right side of the dialog box, click Clear All. In the list of available fields on the left, select Last Name and click Move. Symbol indicates the sort direction Sort direction buttons become active when a field is selected The sort direction symbol to the right of the Last Name field increases in size from left to right. This indicates that when the database is sorted by this field, the data will be in ascending order from a to z.
Click Sort. The names in the Customer Type List are now displayed in alphabetical order by last name. The current record is still Mary Smith. This record has moved to its sorted location in the list. To add a record and see that it is sorted automatically: 1. Click New Record in the status toolbar. You see a blank record in the Customer Type List layout. Note Depending on the size of your FileMaker Pro window, you might have to scroll down to see the blank record.
Click outside the Customer Type field to commit the new record in the database. The new record appears alphabetically by last name in the list. Records return to the order they were before you sorted the found set and the record you added appears at the bottom of the list. This is the order in which the records are stored in the database. Tip If you don’t want records to change location as you add or edit them, clear Keep records in sorted order in the Sort Records dialog box.
Select the record for Connel Jordan, if it is not already selected. Click Delete Record in the status toolbar, then click Delete to remove this record from the sample file. For more information You have found records based on a variety of criteria, narrowed your searches by omitting specific records, and learned how to save find requests. In addition, you have sorted the result of your final found set and added a new record in sorted order.
Now you will create your own file and add records. In this lesson you will: 1 create a simple database 1 define fields to hold different types of data 1 create records 1 enter data 1 modify data 1 delete records 1 insert data in a container field Create a simple database About fields You create a field for each category of information you want, such as First Name or City.
To find, sort, calculate, and display data correctly, the field type should match the kind of data it contains text, number, date, and so on. You will learn about other field types in later lessons. Create a database 1. Go to the Tutorial folder and select it as the location for this file. Type the file name MyFile. The file opens in Browse mode in Table View. You will now create fields. Click Create Field. Click to create a field 5.
Type First Name. Click to create another field 7. Type Last Name. You have created five fields in your database. Field labels appear as column headings in Table View Fields created in Table View are the text field type by default.
Now you will change the field type of some of the fields you created. Move the pointer over the Fee Paid column heading until the down arrow appears. Use the down arrow to display the shortcut menu Choose Number as the field type Move the pointer over the Date Paid column heading and click the down arrow.
Move the pointer over the Container column heading and click the down arrow. Create the first record 1. Click below the First Name column heading. A new row appears in the table. This is a new, empty record in the database. This highlight indicates the current record in Table View 2. Type Jane. Enter data here 3.
Press Tab to move to the Last Name field. Note FileMaker Pro automatically saves your changes as you work. Type Doe in the Last Name field. Press Tab and type 25 in Fee Paid. You will learn how to format number fields to display as currency in the next lesson. Leave the Container field empty. Create another record 1. Click in the row below Jane in the First Name field to create a new record.
Tip You can also click New Record in the status toolbar to create a new record. Your database now contains two records. Copy data with drag and drop 1.
Click in the next row and enter a First Name and Last Name of your choice. Select 75 in the Fee Paid field in record Drag the selected text to the Fee Paid field in record 3 and release the mouse.
One moment, please – Claris FileMaker
All Rights Reserved. The file folder logo is a trademark of FileMaker, Inc. All other trademarks are the property of their respective owners. FileMaker documentation is copyrighted. You are not authorized to make additional copies or distribute this documentation without written permission from FileMaker. You may use this documentation solely with a valid licensed copy of FileMaker software.
All persons, companies, addresses, and URLs listed in the examples are purely fictitious and any resemblance to existing persons, companies, addresses, or URLs is purely coincidental. Credits are listed in the Acknowledgements documents provided with this software. Mention of third-party products and URLs is for informational purposes only and constitutes neither an endorsement nor a recommendation. FileMaker, Inc. For more information, visit our website at Edition: This tutorial shows you how you can manage your information in FileMaker Pro.
You will learn how to use FileMaker Pro software to: 1 locate and sort information 1 create and enter records in a simple database 1 create mailing labels 1 create calculations, buttons, and scripts 1 create and run reports 1 display data graphically in a chart 1 create relationships between FileMaker Pro database tables 1 learn how files can be shared with other users on your network or over the internet 1 protect information in your database by assigning user accounts and privilege sets and by backing up your databases It takes approximately five hours to complete this tutorial, which can be done in one session or several shorter sessions.
How to use this tutorial These lessons are based on the membership database of a serif affinity designer free travel firm, The Corporate Travelers Club.
Corporate travelers who are members of this club save their businesses money on travel costs, and the club s expenses are offset by an annual membership fee. FileMaker Pro is used to track the members names, addresses, and membership status, as well as to generate labels and form letters to contact members. You must complete these lessons sequentially, as concepts introduced in early lessons are assumed to be understood in later lessons.
The sample file that you work in progresses through the lessons. This tutorial assumes that you are familiar with your computer s operating system.
Opening files, locating folders, and other activities that require some knowledge of your computer s OS are a necessary part of completing this tutorial. Because using FileMaker Pro is the most effective way to learn the application, each lesson features a handson activity designed to guide you through menus, screens, and concepts step by step.
The file included with this tutorial is intended to illustrate the features of FileMaker Pro, and as such, might be unsuitable for use as 10 home walmart free download template for further development.
Note Some procedures refer to using a shortcut menu. To display a shortcut context menuright-click an object or area to see a filemaker pro 17 advanced tutorial pdf free of commands. If the mouse for your Mac computer doesn t have multiple buttons, Control-click to display the shortcut menu. On the Mac, you can change your mouse configuration in System Preferences. To send your feedback on this guide, see. If you need filemaker pro 17 advanced tutorial pdf free start over, replace your existing sample file with страница new copy.
A database is a method of organizing and analyzing information. You ve probably used several databases recently without realizing it. A date book, a parts list, and even your own address book are databases. Why use a database? Storing information in a database file has many benefits. A database doesn t just hold information it helps you organize and analyze the information in different ways.
For example, databases allow you to group information for reports, sort information for mailing labels, count your inventory, or quickly find a particular invoice. Computerized databases offer many additional advantages over their paper-based counterparts: speed, reliability, precision, and the ability to automate many repetitive tasks.
How is a database organized? A database file is organized into one or more tables. Tables store records. Each record is a collection of fields.
Imagine your address book is a FileMaker Pro database file. Each listing in your address book is one record in an Address Book table.
Each record has information, such as name, address, city, and so on. Each of these pieces of information name, address, and city is stored in a separate field. How is field data displayed? FileMaker Pro displays fields on layouts. Each layout is based on a single table, and displays records from that table. Imagine that your database has a Tasks table in addition to the Address Book table. A layout based on the Address Book table will display fields and records from the Address Book table.
A layout based on the Tasks table will display fields and records from the Tasks table. Unlike most word processing or spreadsheet programs, FileMaker Pro saves your work automatically. Consequently, it s important to carefully consider your actions when making sweeping changes to your files, especially when deleting records.
Once records are deleted, they are completely removed from your database. As you will learn in lesson 14, you should back up your files on a regular basis. Backups can save you many hours of unnecessary work and worry in the event that your files become lost or damaged, or records are inadvertently deleted. After you have opened a database, you can switch from one mode to another using either the View menu, buttons in the status toolbar and layout bar, or the mode pop-up menu at the bottom of the application window.
Use buttons in the status filemaker pro 17 advanced tutorial pdf free and layout bar to switch modes Use the mode pop-up menu to switch modes For more information For more information on FileMaker Pro basic concepts, see chapters 1 and 2 in the FileMaker Pro User s Guide.
You can also find comprehensive information filemaker pro 17 advanced tutorial pdf free procedures and concepts in FileMaker Pro Help. This is the filemaker pro 17 advanced tutorial pdf free way to interact with your database. In this lesson you will: 1 open a database with data already in it 1 move between records 1 view information in different ways by switching layouts 1 see the difference between Form View, List View, and Table View 1 explore the status toolbar 1 save a copy of the database Open a database and move between records To open the sample database: 1.
Open the Tutorial folder on your hard drive. For the tutorial folder location, see chapter 1, Where to find the sample file. Open Sample. Notice: 1 The database нажмите чтобы прочитать больше in Browse mode. FileMaker Pro defaults to Browse mode when a database is opened. The first record is displayed. Click the жмите page of the book icon to move forward one record at a time, and click the left page to move backward подробнее на этой странице record at a time.
Drag the slider to the right and release to move forward a number of records at one time. Drag the slider to the left and release to move backward a number of records. You can also по ссылке the current record number, type the record number you want, then press Enter Windows or Return Mac OS to go to a specific filemaker pro 17 advanced tutorial pdf free in the database.
Tip The Records menu also provides commands to move between filemaker pro 17 advanced tutorial pdf free. View information in different ways Even though you enter information only once in FileMaker Pro, you can use that information in many ways.
Layouts let you view some or all of your fields. Because it is not necessary to see all of your fields in each layout, layouts are a powerful tool for working with or printing just the information you need to accomplish a particular task. We value your business and appreciate the opportunity to serve you. If you have any questions about your reservations, please источник us we want you to be satisfied with your cruise.
Sincerely, John Lee The same data can be arranged differently with multiple layouts See a different layout To see some layouts in action, use the file you just opened. Click the Layout pop-up menu, located in the layout bar. A list appears showing the layouts available in this file. Layout pop-up menu 2. Notice filemaker pro 17 advanced tutorial pdf free check mark next to the Data Entry layout, your current layout. The Data Entry layout shows most of the fields in the Members table.
Choose the Club List layout from the Layout pop-up menu. This layout shows each record as one row in a columnar list. Notice that the Club List layout contains only four of the fields that were present in the Data Entry layout.
Because fewer fields are present on this layout, some data is simply not displayed. However, no filemaker pro 17 advanced tutorial pdf free has been removed from the database. The Club List layout displays only four of the fields present on the Data Entry layout 4. Go to the Layout pop-up menu and return to the Data Entry layout. No data has been lost. View your layouts as forms, lists, and tables You can view your layouts in three different ways: as a form, as a list, and as a table.
Filemaker pro 17 advanced tutorial pdf free the filemaker pro 17 advanced tutorial pdf free file, switch жмите сюда the Club List layout.
You see many records, displayed as a list. Click Form View in the layout bar. You now see a single record, displayed filemaker pro 17 advanced tutorial pdf free the same layout. Only the viewing option has changed. Click Table View in the layout bar. The View as Table feature allows you to view many records at once in a grid. Click List View in the layout filemaker pro 17 advanced tutorial pdf free to return to List View.
Filemaker pro 17 advanced tutorial pdf free
Click Delete Record in the status toolbar. Favorite Bakery uses FileMaker Pro to track the customer names, addresses, and discount program enrollment status, and to generate labels and form letters to contact customers. Religion Defs Handout.