Code: 
CRS668
Duration: 
2-5 Day(s)

Overview

To learn the basics of creating and using FileMaker Pro databases, including understanding database "jargon", defining tables and fields, performing searches, creating forms and report layouts and learning to control the consistency and appearance of data. The course also includes a brief introduction to the benefits of creating relationships between tables and how to do so, the new charting feature of FileMaker Pro and how to start automating procedures using simple button actions

Audience

Delegates should have experience of the Windows or Macintosh operating system or previous attendance on the equivalent training course

Course Specifics

Course Outline

Getting started

  • Definitions: databases, tables, records and fields; field types
  • The FileMaker Quick Start screen
  • Creating a database (1) From scratch; (2) From an Excel spreadsheet
  • Modes and Views
  • Creating, modifying and editing records
  • Sorting records and Finding records using different search criteria

Creating and modifying layouts

  • Creating layouts with the Layout Wizard
  • Applying and reapplying Layout Themes
  • Applying interactive settings to objects
  • Using the target device stencils
  • Report and List layouts
  • Placing date and page number codes
  • Creating Tabbed layouts
  • Applying field, border, text, number and Conditional formatting

Simple Button actions

  • The principles of database automation with buttons and scripts
  • Creating simple buttons

Comprehensive searching techniques

  • Include and Omission searches
  • Using multiple search criteria
  • Using multiple requests
  • Using Saved Finds
  • Using QuickFind

Controlling entry of data into fields

  • Entering data from the last visited record
  • Using Value Lists and Calendar Popups
  • Auto-entry of data and calculated values; validation of values

Calculation fields

  • Text vs. number calculations
  • Using arithmetic and formulae
  • Introduction to some basic functions

Updating record sets

  • Using the Replace Field Contents command
  • Updating with a fixed value
  • Updating Serial Numbers
  • Updating according to a calculated formula

Summary fields and summarised reports

  • What is a Summary field?
  • Creating a Summarised Report
  • The Sub-summary Part
  • The Sort field for Sub Summaries

Merge Fields and Mail Merge options

  • What is a merge field?
  • Placing merge fields on the layout
  • Designing a mail-merge letter layout

Creating simple charts

  • Introducing the new charting tool
  • Creating simple pie, bar, horizontal bar, line and area charts
  • Adding chart and axis titles
  • Formatting the chart

Introduction to Relational databases

  • Defining relationships between tables and understanding the Match field
  • Understanding one-to-many and many-to-one relationships
  • Using Portals
  • Using Lookups

Thinking about Onsite?

If you need training for 3 or more people, you should ask us about onsite training. Putting aside the obvious location benefit, content can be customised to better meet your business objectives and more can be covered than in a public classroom. It's a cost effective option.

Submit an enquiry from any page on this site, and let us know you are interested in the requirements box, or simply mention it when we contact you.

Upcoming Dates

a Location Cost Days Date  
Exeter 510 Oct 17
Reading 510 Oct 17
London 521 Aug 17
Cardiff 517 Aug 17
Manchester 514 Aug 17
Liverpool 510 Jul 17
Belfast 504 Jul 17
Glasgow 526 Jun 17
Birmingham 523 Jun 17