FileMaker Pro FileMaker Pro
Tami AuneTami Aune
Technology ServicesGustavus Adolphus College
FileMaker ProFileMaker Pro
VersionVersion7.0 today – current version is 7.0 today – current version is 8.08.0
http://www.filemakerpro.comhttp://www.filemakerpro.com
FileMaker Pro FileMaker Pro
What is it?What is it? What does it do?What does it do?
FileMaker Pro FileMaker Pro
What is it?What is it? a database program for both a database program for both
Windows and Macintosh.Windows and Macintosh. What does it do?What does it do?
Manage, present, and share Manage, present, and share information.information.
FileMaker Pro FileMaker Pro
What is it?What is it? What does it do?What does it do?
Manage, present, and share Manage, present, and share information. information.
FileMaker Pro lets you do all three effortlessly. FileMaker Pro lets you do all three effortlessly. Design your own layouts and create reports. Design your own layouts and create reports. Then, instantly sort and search through the Then, instantly sort and search through the information by any criteria you choose.information by any criteria you choose.
TodayToday
Define general terminology and Define general terminology and concepts associated with developing concepts associated with developing and working with databases.and working with databases.
Demonstrate the development of a Demonstrate the development of a simple database for data simple database for data management.management.
Demonstrate some of the powerful Demonstrate some of the powerful features of FileMaker Pro.features of FileMaker Pro.
Database GoalDatabase Goal
Transform a Transform a disorganized pile disorganized pile
of information of information into an into an
organized, organized, searchable, searchable,
manageable pool manageable pool of information.of information.
FileMaker Pro–The GoalsFileMaker Pro–The Goals
After FileMaker Pro you will be After FileMaker Pro you will be able to:able to: find information quicklyfind information quickly update and maintain informationupdate and maintain information print documents such as invoices, print documents such as invoices,
form letters and mailing labelsform letters and mailing labels analyze information using on analyze information using on
screen and printed reportsscreen and printed reports
VocabularyVocabulary
A database is made up of related A database is made up of related records.records.
And the records are made up of And the records are made up of fieldsfields..
VocabularyVocabulary
LayoutsLayouts are the way you enter are the way you enter and view data in FileMaker and view data in FileMaker
Pro. Pro. LayoutsLayouts determine how determine how you present or view you present or view
information, not how it is information, not how it is stored.stored.
VocabularyVocabulary
LayoutsLayouts determine how you determine how you present information, not how it is present information, not how it is
stored.stored.You design each layout with a specific You design each layout with a specific purpose in mind. Most layouts display purpose in mind. Most layouts display
only some of the fields in the only some of the fields in the database-mailing labels or invoicedatabase-mailing labels or invoice
Once a layout is designed, you can Once a layout is designed, you can rearrange it, change it, add fields or rearrange it, change it, add fields or
graphics to it.graphics to it.
ModesModes
You work with FileMaker Pro in You work with FileMaker Pro in one of four modes:one of four modes:
BrowseBrowse FindFind LayoutLayout PreviewPreview
ModesModesYou work with FileMaker Pro in You work with FileMaker Pro in
one of four modesone of four modes BrowseBrowse
Use Use BrowseBrowse mode to enter data mode to enter data and view records.and view records.
FindFind LayoutLayout PreviewPreview
ModesModesYou work with FileMaker Pro in You work with FileMaker Pro in
one of four modesone of four modes BrowseBrowse FindFind
Use Use FindFind to locate a record or to locate a record or group of records quickly.group of records quickly.
LayoutLayout PreviewPreview
ModesModes
You work with FileMaker Pro in You work with FileMaker Pro in one of four modesone of four modes
BrowseBrowse FindFind LayoutLayout
Use Layout mode to specify how information will appear on the screen or when you print it.
PreviewPreview
ModesModes
You work with FileMaker Pro in You work with FileMaker Pro in one of four modesone of four modes
BrowseBrowse FindFind LayoutLayout PreviewPreview
Use Use PreviewPreview to see what the to see what the pages will look like when you print pages will look like when you print them.them.
ModesModes
You work with FileMaker Pro in You work with FileMaker Pro in one of four modes:one of four modes:
BrowseBrowse FindFind LayoutLayout PreviewPreview
The Look and Feel of The Look and Feel of FileMaker ProFileMaker Pro
The Look and Feel of The Look and Feel of FileMaker ProFileMaker Pro
Open the Sample02.fp7 database.Open the Sample02.fp7 database.
The Look and Feel of The Look and Feel of FileMaker ProFileMaker Pro
Open the Sample02.fp7 database.Open the Sample02.fp7 database.
Browse Mode
Move between records – click – slide – enter a number.
How many records?
The Look and Feel of The Look and Feel of FileMaker ProFileMaker Pro
Open the Sample02.fp7 database.Open the Sample02.fp7 database.
Browse Mode
Move between Layouts
Choose List of Member Layout – notice the amount of information displayed.
Different Ways to Display the Same LayoutList of Members Layout – View as a form, list and table.
The Look and Feel of The Look and Feel of FileMaker Pro – Find and SortFileMaker Pro – Find and Sort
Open the Sample03.fp7 database.Open the Sample03.fp7 database.
Find all the members who live in New York City.
The Look and Feel of The Look and Feel of FileMaker Pro – Find and SortFileMaker Pro – Find and Sort
Open the Sample03.fp7 database.Open the Sample03.fp7 database.
Different Types of Finds –
All USA and New Members
All the New York or London members
Range search – Fee paid in first half of 2004
Narrowing or refining your search – fee paid in first half of 2004, but not those that paid in February.
The Look and Feel of The Look and Feel of FileMaker Pro – Find and SortFileMaker Pro – Find and Sort
Open the Sample03.fp7 database.Open the Sample03.fp7 database.
Different Types of Finds –
Narrowing or refining your search – fee paid in first half of 2004, but not those that paid in February.
The Look and Feel of The Look and Feel of FileMaker Pro – Find and SortFileMaker Pro – Find and Sort
Open the Sample03.fp7 database.Open the Sample03.fp7 database.
Find All –
After a find, to go back to all the records – Ctrl J or Show All Records.
The Look and Feel of The Look and Feel of FileMaker Pro – Find and SortFileMaker Pro – Find and Sort
Open the Sample03.fp7 database.Open the Sample03.fp7 database.
Sort –
In List of Members Layout
Sort by last name, first name and in different order.
The Look and Feel of The Look and Feel of FileMaker Pro – Create, Design FileMaker Pro – Create, Design and Dataand Data
Create a DatabaseCreate a Database
New
From the File Menu select New Empty File.
Name – Myfile04.fp7
Define Database Window.
The Look and Feel of The Look and Feel of FileMaker Pro – Create, Design FileMaker Pro – Create, Design and Dataand Data
Create a DatabaseCreate a Database
Enter Data
JaneDoe25.0011/11/2004
JohnSmith75.002/2/2004
Change Data
Jane paid 75.00 rather than 25.00.
The Look and Feel of The Look and Feel of FileMaker Pro – Changing What FileMaker Pro – Changing What You See – Layouts.You See – Layouts.
Changes what you see – not what Changes what you see – not what is saved in the database.is saved in the database.
The Look and Feel of The Look and Feel of FileMaker Pro – Changing What FileMaker Pro – Changing What You See – Layouts.You See – Layouts.
Open Working Files\MyFile05.fp7 Open Working Files\MyFile05.fp7 and Sample Files\Sample05.fp7and Sample Files\Sample05.fp7
Layout Mode
Switch to Layout Mode and the Fee Information Layout.
Change Field SizesMove a FieldAdd a Field (City)Format the Fee Paid as Number – 2 decimals with $
Extra Credit – Color – Fonts and Graphics
The Look and Feel of The Look and Feel of FileMaker Pro – FileMaker Pro – ListsLists, Labels and , Labels and Form Letters.Form Letters.
Open Working Files\MyFile06.fp7 Open Working Files\MyFile06.fp7 and Sample Files\Sample06.fp7and Sample Files\Sample06.fp7
Layout – List of Members (Sample)
MyFile06New Layout – List of MembersSelect Columnar List or ReportLast Name, First Name, Company, Membership Type.
The Look and Feel of The Look and Feel of FileMaker Pro – Lists, FileMaker Pro – Lists, LabelsLabels and and Form Letters.Form Letters.
Open Working Files\MyFile06.fp7 Open Working Files\MyFile06.fp7 and Sample Files\Sample06.fp7and Sample Files\Sample06.fp7
Layout – Labels (Sample)
MyFile06New Layout – LabelsSelect Avery 5160
Design TipsDesign Tips
Use separate fields for first Use separate fields for first name and last name, so you can name and last name, so you can search or sort records based on search or sort records based on eithereither
Use separate fields for city, Use separate fields for city, state and zip codestate and zip code
Use a separate field for titlesUse a separate field for titles
FileMaker Pro FileMaker Pro