Professional Documents
Culture Documents
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FileMaker Pro 6:
Basic
Instructors Edition
Developmental Editors:
Micky Markert
Copyeditor:
Cathy Albano
Keytester:
Cliff Coryea
Series Designer:
Adam A. Wilcox
Cover Designer:
Steve Deschene
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VP and GM of Courseware:
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ISBN 0-619-28578-8
Introduction
Topic A:
Topic B:
Topic C:
Topic D:
Contents
iii
1-1
Databases
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2-1
Records
3-1
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Advanced features
4-1
Layouts
5-1
Course summary
S-1
Quick reference
Q-1
Index
I-1
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FileMaker Pro 6:
Basic
Introduction
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general.
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course.
iv
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Manual components
Course summary
Quick reference
Index
Table of contents
The table of contents acts as a learning roadmap for you and the students.
Introduction
The introduction contains information about our training philosophy and our manual
components, features, and conventions. It contains target student, prerequisite,
objective, and setup information for the specific course. Finally, the introduction
contains support information.
Introduction
Units
Units are the largest structural component of the actual course content. A unit begins
with a title page that lists objectives for each major subdivision, or topic, within the unit.
Within each topic, conceptual and explanatory information alternates with hands-on
activities. Units conclude with a summary comprising one paragraph for each topic, and
an independent practice activity that gives students an opportunity to practice the skills
theyve learned.
The conceptual information takes the form of text paragraphs, exhibits, lists, and tables.
The activities are structured in two columns, one telling students what to do, the other
providing explanations, descriptions, and graphics. Throughout a unit, instructor notes
are found in the left margin.
Course summary
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This section provides a text summary of the entire course. It is useful for providing
closure at the end of the course. The course summary also indicates the next course in
this series, if there is one, and lists additional resources students might find useful as
they continue to learn about the software.
Quick reference
The quick reference is an at-a-glance job aid summarizing some of the more common
features of the software.
Index
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The index at the end of this manual makes it easy for you and your students to find
information about a particular software component, feature, or concept.
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Manual conventions
Convention
Description
Italic text
Bold text
Code font
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Instructor note/icon
Weve tried to keep the number of elements and the types of formatting to a minimum
in the manuals. We think this aids in clarity and makes the manuals more classically
elegant looking. But there are some conventions and icons you should know about.
Longer strings of
code will look
like this.
Instructor notes.
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Keycaps like e
Warning icon.
Tip icon.
Setup icon.
Projector icon.
Introduction
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Hands-on activities
Do it!
A-1:
Heres how
1 Open Sales
Heres why
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The hands-on activities are the most important parts of our manuals. They are divided
into two primary columns. The Heres how column gives short directions to the
students. The Heres why column provides explanations, graphics, and clarifications.
To the left, instructor notes provide tips, warnings, setups, and other information for the
instructor only. Heres a sample:
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For these activities, we have provided a collection of data files designed to help students
learn each skill in a real-world business context. As students work through the activities,
they will modify and update these files. Of course, they might make a mistake and,
therefore, want to re-key the activity starting from scratch. To make it easy to start over,
students will rename each data file at the end of the first activity in which the file is
modified. Our convention for renaming files is to add the word My to the beginning
of the file name. In the above activity, for example, students are using a file called
Sales for the first time. At the end of this activity, they would save the file as My
sales, thus leaving the Sales file unchanged. If students make mistakes, they can start
over using the original Sales file.
In some activities, however, it may not be practical to rename the data file. Such
exceptions are indicated with an instructor note. If students want to retry one of these
activities, you will need to provide a fresh copy of the original data file.
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PowerPoint presentations
Each unit in this course has an accompanying PowerPoint presentation. These slide
shows are designed to support your classroom instruction while providing students with
a visual focus. Each one begins with a list of unit objectives and ends with a unit
summary slide. We strongly recommend that you run these presentations from the
instructors station as you teach this course. A copy of PowerPoint Viewer is included,
so it is not necessary to have PowerPoint installed on your computer.
The CD also contains a PowerPoint add-in that enables you to do two things:
Create slide notes for the class
Display a control panel for the Flash movies embedded in the presentations
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After you complete this procedure, a new toolbar will be available at the top of the
PowerPoint window. This toolbar contains a single button labeled Create SlideNotes.
Click this button to generate slide notes files in both text (.txt) and Excel (.xls) format.
By default, these files will be saved to the folder that contains the presentation. If the
PowerPoint file is on a CD-ROM or in some other location to which the SlideNotes files
cannot be saved, you will be prompted to save the presentation to your hard drive and
try again.
When you run a presentation and come to a slide that contains a Flash movie, you will
see a small control panel in the lower-left corner of the screen. You can use this panel to
start, stop, and rewind the movie, or to play it again.
Introduction
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Course prerequisites
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Students taking this course should be familiar with personal computers and the use of a
keyboard and a mouse. Furthermore, this course assumes that students have completed
the following courses or have equivalent experience:
Windows XP: Basic
Target student
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This course has been designed for students who want to learn how to create and manage
a database. The students should be comfortable with the basic features of Windows XP.
After completing this course, the student will be able to create and manage database
files, modify layouts, and print reports.
Course objectives
You should share these overall course objectives with your students at the beginning of
the day. This will give the students an idea about what to expect, and will also help you
identify students who might be misplaced. Students are considered misplaced when they
lack the prerequisite knowledge or when they already know most of the subject matter
to be covered.
After completing this course, students will know how to:
Define database concepts; start FileMaker Pro; explore the FileMaker Pro
environment; get Help by using the Contents, Index, and Find tabs; and close
FileMaker Pro
Plan and design a database file, create a database file and define its fields, enter
data in the database file, change field definitions, and save a copy of the file in
some other location.
View, edit, and delete records; find records based on a specific criterion; replace
records; and sort records.
Use advanced features such as Auto-Enter, validations, and calculation fields.
Create a value list and a repeating field, move and resize a field, set the tab
order, add custom text and graphics to the layout, and create a new layout and
add fields to it.
Skills inventory
Skill
Use the following form to gauge students skill level entering the class (students have
copies in the introductions of their student manuals). For each skill listed, have students
rate their familiarity from 1 to 5, with 5 being the most familiar. Emphasize that this is
not a test. Rather, it is intended to provide students with an idea of where theyre
starting from at the beginning of class. If a student is wholly unfamiliar with all the
skills, he or she might not be ready for the class. A student who seems to understand all
of the skills, on the other hand, might need to move on to the next course in the series.
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Deleting records
Using Auto-Enter
Using validations
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Introduction
Skill
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All our courses assume that each student has a personal computer to use during the
class. Our hands-on approach to learning requires they do. This topic gives information
on how to set up the classroom to teach this course. It includes minimum requirements
for the students personal computers, setup information for the first time you teach the
class, and setup information for each time that you teach after the first time you set up
the classroom.
128 MB of RAM
1 GB of available hard-disk space
A CD-ROM drive
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The first time you teach this course, you will need to perform the following steps to set
up each student computer:
1 Install Windows XP on an NTFS partition according to the software
manufacturers instructions. If the student machines have Internet access, install
the latest critical updates and service packs from www.windowsupdate.com.
(You can also use Windows 2000, but the screen shots in this course were taken
using Windows XP, so students screens might look somewhat different if you
do.)
2 Adjust the computers display properties as follows:
a Open the Control Panel and click Appearance and Themes.
b Choose Display to open the Display properties dialog box.
c On the Settings tab, change the Color setting to True Color (24 bit or 32 bit)
and the Screen resolution to 1,024768 pixels.
d Click OK. If you are prompted to accept the new settings, click OK and click
Yes. Then, if necessary, close the Display Properties dialog box.
3 Install FileMaker Pro 6.0 according to the software manufacturers instructions.
Accept all defaults.
4 If necessary, install a printer driver. A physical printer is not required. If a
printer is connected to the computer during the installation of Windows, there
will be a driver installed for that printer. If not, you should install a standard
PostScript printer driver, such as the HP LaserJet 5.
Introduction
xiii
5 Download the student data files for the course. You can download the data
directly to student machines, to a central location on your own network, or to a
disk.
a Create a folder named Student Data at the root of the hard drive.
b Connect to www.courseilt.com/instructor_tools.html.
b Click the link for FileMaker Pro to display a page of course listings, and then
click the link for FileMaker Pro 6: Basic.
c Click the link for downloading the student data files, and follow the
instructions that appear on your screen.
6 Copy the data files to the Student Data folder.
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Every time you teach this course, it is best to uninstall FileMaker Pro 6 and do a fresh
installation. If you choose not to do this, you will need to perform the following steps
to set up each student computer.
1 If necessary, reset any defaults that have been changed in previous classes.
2 Delete the contents of the Student Data folder, if necessary.
3 Copy the data files to the Student Data folder. (See the download instructions in
the preceding section.)
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Topic D: Support
Phone support
Your success is our primary concern. If you need help setting up this class or teaching a
particular unit, topic, or activity, please dont hesitate to get in touch with us. Please
have the name of the course available when you call, and be as specific as possible
about the kind of help you need.
You can call for support 24 hours a day at (888) 672-7500. If you do not connect to a
live operator, you can leave a message, and we pledge to return your call within 24
hours (except on Saturday and Sunday).
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Web-based support
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The Course ILT Web site provides several instructors tools for each course, including
course outlines and answers to frequently asked questions. To download these files, go
to www.courseilt.com/instructor_tools.html. For additional Course ILT resources,
including our online catalog and contact information, go to www.course.com/ilt.
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Unit 1
Introducing FileMaker Pro 6.0
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Find tabs.
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Explanation
In the case of the phone book, the data is the name and phone number for each entity.
To store, retrieve, and manage data, you use a Database Management System (DBMS).
Database terms
A database stores information in the form of records. A record stores data as values in
different fields. The following table describes common database terms.
Description
Record
A group of fields within the database file that stores information about an
item. For example, in Exhibit 1-1, each row is a record containing four
different pieces of data for each product.
Field
Data value
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Term
Field 1
Field 2
Field 3
Field 4
Record
Data Value
Record 10
A-1:
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Heres how
Heres why
(As shown in Exhibit 1-1.) This table contains
10 rows and 4 columns.
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Explanation
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You start FileMaker Pro by choosing Start, All Programs, FileMaker Pro. When you
start FileMaker Pro, the New Database dialog box appears, as shown in Exhibit 1-2.
You can use this dialog box to either create a new database file or open an existing
database file. To open a database file:
1 Choose Start, All Programs, FileMaker Pro. The New Database dialog box
appears.
2 Select Open an existing file. The Open File dialog box appears.
3 Select the folder and database file you want to open.
4 Click Open to open the database file.
B-1:
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Heres how
Heres why
FileMaker Pro
Help students to
navigate to the Student
Data folder.
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Click OK
5 Select Product
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Click Open
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Menu bar
Toolbar
Explanation
Title bar
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Database
window
Status bar
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The components of the FileMaker Pro window are shown in Exhibit 1-3. The following
table describes these components.
Component
Description
Title bar
Displays the program name and the Control menu icon. The Control
menu icon opens a menu with a set of options for minimizing,
maximizing, or closing the window.
Menu bar
Toolbar
Status bar
B-2:
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Heres how
Heres why
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Status area
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Zoom controls
Records
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Title bar
Explanation
Status area
control
Mode pop-up
menu
Description
Title bar
Shows the title of the database file. For example, in Exhibit 1-4, the title of the
database window is Product.
Status area
Helps navigate through records and view information such as the total number of
records in a database file and the sort status. The status area is located on the left
side of the database window. The sort status indicates whether the records are
organized in a specific order (sorted/unsorted).
Zoom controls
Shows a list of modes available in FileMaker Pro. Modes determine the way you
work with data. FileMaker Pro 6.0 supports four modes: Browse, Find, Layout,
and Preview.
Layout pop-up
menu
Bottom page
Current record
number
Bookmark
Top page
Book
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Number of
records
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Sort status
Status
information
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The status area contains the Layout pop-up menu, the Book, and status information
about records. Exhibit 1-5 displays the status area with its components.
Component
Description
Layout pop-up
menu
Contains a list of layouts available for the database file you are working with.
A layout determines the way data is organized and presented in a database file.
Book
Helps you navigate through the records in a file. To move to the next record,
click on the bottom page. To move to the previous record, click on the top
page. To go to a specific record, select the current record number at the bottom
of the book, type the record number you wish to move to, and press Enter. You
can also scroll the Bookmark to move to a specific record
Status information
Displays the total number of records in a database file and whether or not they
are sorted.
Modes determine the way you work with data. FileMaker Pro 6.0 supports four modes,
which are listed in the following table.
Mode
Description
Browse
Find
Layout
To create or customize the way your data appears in the database window
Preview
Do it!
B-3:
Heres how
Heres why
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4 Click Layout
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Enter 10
Press e
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9 Click Browse
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Explanation
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To open the Help Topics dialog box, choose Help, FileMaker Pro Help, or press F1. The
dialog box contains three tabs: Contents, Index, and Find. Exhibit 1-6 shows the dialog
box with the Contents tab activated. By default, this tab is active the first time you open
Help. Subsequently, FileMaker Pro Help will open the last tab used.
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Description
Component
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Do it!
C-1:
Heres how
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Heres why
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Explanation
C-2:
Heres how
Heres why
The Contents tab provides a list of available
Help topics.
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Click Open
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3 Select
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Click Open
4 Select
Click Display
5 Click
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Do it!
The Index contains Help topics listed in alphabetical order. You look for information by
typing a keyword, such as database or fields, in the first box. As you type the
keyword, topics and subtopics corresponding to that keyword appear in the entry list.
You then select the topic you want and click Display (or double-click the topic). If
related topics exist, youll see the Topics Found dialog box listing those topics.
C-3:
Heres how
Explanation
Heres why
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1 Choose
Help, FileMaker Pro Help
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Click Display
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Click Display
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Pro file
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Explanation
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When you use the Find feature for the first time, the Find Setup Wizard starts.
FileMaker Pro creates a word list that it uses for subsequent searches.
Exhibit 1-7: The Find tab of the Help Topics dialog box
Do it!
C-4:
Heres how
1 Choose Help,
Heres why
To open the Help Topics dialog box.
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3 Click Finish
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6 Click Display
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Explanation
You can close a database file by choosing File, Close, or by clicking the Close button in
the upper-right corner of the database window.
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Double-click the Control menu icon in the upper-left corner of the FileMaker
Pro window.
Click the Control menu icon and choose Close.
D-1:
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Heres how
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Topic B
In this topic, you learned how to start FileMaker Pro 6 and open a database file. You
also learned about the various components of the FileMaker Pro and database
windows.
Topic C
In this topic, you learned how to use FileMaker Pro Help. You also learned how to use
the Contents, Index, and Find tabs.
Topic D
In this topic, you learned how to close a database file and FileMaker Pro.
Topic A
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3 How many records and fields are there in the database file? (Refer to Exhibit 1-8.)
There are 15 records and 6 fields.
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6 Find Help about adding and viewing data. View the contents and close the
window.
7 Close Employees.
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Unit 2
Databases
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A Design a database.
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Plan a database
To plan a database, you must determine:
The purpose of the database.
Explanation
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The relationship that the database file will share with other databases. A
relationship is an association between fields common to two or more database
files, and you specify it to coordinate the information among them.
User access to the database (who can use the database file by providing a
password).
The operations that you want to perform on the data.
Suppose you work in the human resources (HR) department of a company called
Outlander Spices, and need to create a database to store information about employees.
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First, you must decide the type of information you want to include, such as employee
ID, name, address, or other official information. You then decide the structure and the
arrangement of fields in the database file. You need to ensure that at least one field
holds unique information about the employees.
Databases
Do it!
A-1:
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Planning a database
A database provides fast, easy, and accurate access to data. The HR team can use the
database file to generate reports, create presentations, or analyze trends.
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Employee code
Last name
First name
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Title
Division
Earnings
4 After youve created the database file and populated the fields with information,
what tasks do you want to perform using the data in this file?
You might want to:
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Naming conventions
Explanation
You need to name each field you create. FileMaker Pro defines the following rules for
naming fields:
A field name must be unique, and can contain up to 60 characters.
A field name must not include the words and, not, or, or xor.
A field name that is to be used in a calculation formula should not begin with a
number, a period, or a space.
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You should assign to fields short and meaningful names that indicate their contents, but
avoid using abbreviations that could confuse a user. For example, use the complete term
Address, instead of Add.
If the field name consists of multiple words, separate the words with an underscore (_).
For the field containing employee codes, for example, you would use the name
Employee_Code.
Do it!
A-2:
Exercises
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2 To store the total sales for four quarters of the year, which of the following names
would you use and why?
A
Tot_sales
Total_sales
Total_sales_for_four_quarters
Explain why.
Answer B. The name is short, conveys an idea about the contents of the field, and follows the
naming conventions.
Databases
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Field types
You need to select a field type for every field that you create. A field type determines
the type of data the field will hold. For example, you store an employees earnings as a
numeric value, and the employee name as a text value. (You can also set validations for
fields to ensure that the correct type of data is entered into them.) The following table
describes the available field types.
Field type
Description
Text
Number
Date
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Time
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Explanation
Container
Calculation
Summary
Global
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Do it!
A-3:
Container
Global
Text
Explain why.
1 Which field type will you use to store photographs in a database file?
Answer A: The container field type is used for pictures and graphics.
Calculation
Summary
Number
Explain why.
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2 If you want to store the maximum salary paid to an employee of Outlander Spices,
which field type would you use?
Answer B: The Summary field type is used to calculate values such as totals and averages.
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3 The Employees database file has two fields, Birth_date and Hire_date. To create a
field that can generate the employees age when hired, which field type will you
use?
A
Calculation
Container
Number
Explain why.
Answer A: The Calculation field type holds the result of a formula that you specify.
4 Which field type will you use if you want to include the Outlander Spices logo in
all the records in the database file?
A
Container
Date
Global
Explain why.
Answer C: The Global field type stores one value that is common to all records in a file.
Databases
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Number
Text
Global
Explain why.
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Explanation
A template is a sample database file that contains predefined fields and layouts. You can
use the template as is, or you can customize it to suit your needs.
When you create a new empty file, however, you will need to define the fields and
layouts. This is more flexible than a template but it also requires more planning.
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You can reorder the fields in the Define Fields dialog box. The View by list helps you
arrange the fields by creation order, field name, field type, and custom order.
Databases
Do it!
B-1:
Defining fields
Heres how
1 Choose Start, All Programs,
FileMaker Pro
Click OK
Help students navigate to
the current unit folder.
Heres why
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Employee_details
Click Save
Employee_ID
Click Create
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Click Create
11 Select as shown
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13 Click Done
Data entry
Explanation
When you have finished creating the database file, FileMaker Pro adds one blank
record. You can add records to the file by choosing Records, New Record, or by
clicking the New Record icon on the toolbar.
Databases
Do it!
B-2:
Entering data
Heres how
Press t
2 In the First_name box, enter
Sandra
If necessary.
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Press t
Heres why
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4 Choose Records,
New Record
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Explanation
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If you change a fields type, the data stored in it might change or be deleted. For
example, if you change the type of a Text field to Number, any data beyond the first 255
characters will be deleted. This is because a Number field can hold only 255 characters.
FileMaker Pro displays a message box prompting you to confirm the change of field
type.
Databases
Do it!
B-3:
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Heres how
Heres why
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2 Select Employee_ID
Click Save
Click OK
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Explanation
Do it!
To guard against data loss from system failures or damaged files, you should make a
backup copy of your database file. Its also a good idea to make a backup copy before
you change data in the file. To save a copy of your file:
1 Choose File, Save a Copy As. The Create Copy dialog box appears.
2 From the Save in list, select the location where you want to store the copy.
3 In the File name box, enter a name for the copy and click Save.
B-4:
Heres how
1 Choose File,
Heres why
To open the Create Copy dialog box.
Save a Copy As
3 Click Save
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Topic B
In this topic, you learned how to create a database and enter records into it. You also
learned to change field definitions and save a copy of the database file.
Topic A
1 Plan a database for Outlander Spices that contains the details of the companys
suppliers. (Decide the number, names, and field types for the fields.)
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2 Create a database file named Suppliers and define fields for it, as shown in
Exhibit 2-2. (Choose File, New Database to create the database file.)
3 Enter two records in the database file, as shown in Exhibit 2-3 and Exhibit 2-4.
4 Save a copy of the database file as My_suppliers.
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Exhibit 2-2: Sample output after step 2 of the Independent Practice Activity
Exhibit 2-3: Record 1 of the Suppliers database file after step 3 of the Independent
Practice Activity
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Databases
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Exhibit 2-4: Record 2 of the Suppliers database file after step 3 of the Independent
Practice Activity
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Unit 3
Records
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D Sort records.
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Viewing records
Explanation
A view temporarily changes the way records appear on screen or printed. The following
view options are available in FileMaker Pro:
Description
Form
List
Table
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You can switch between views by using the View menu. For example, to switch to the
Table view, choose View, View as Table.
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You can view records in different modes. By default, FileMaker Pro opens a database
file in the Browse mode. The different view modes are described below.
Mode
Description
Browse
Find
Layout
Use this mode to arrange how data is presented on screen or in print form.
Preview
Use this mode when you want to see how your data will look when printed.
Records
Do it!
A-1:
Viewing a record
Heres how
1 Open Employee_records
2 Choose View, View as List
Scroll down the list
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Heres why
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The spelling check feature corrects spelling mistakes in the records of a database file.
When you check spelling, FileMaker Pro compares your text with the words in its
dictionaries.
FileMaker Pro uses two dictionaries: the main dictionary and the user dictionary. The
main dictionary is the local language dictionary. For example, USENGLSH.MPR is the
main dictionary for the United States, and is the default dictionary installed with
FileMaker Pro.
The user dictionary stores words not found in the main dictionary, which are added by
the user. For example, you can add your company name to the user dictionary so that it
will not appear as a misspelled word during a spelling check.
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You can check spelling in the current record, form, layout, or search result by choosing
the appropriate option from the Edit menu. To check all spelling in a database file,
choose Edit, Spelling, Check All. The Spelling dialog box appears, as shown in Exhibit
3-2.
Component
Description
Word box
List box
Status area
Records
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The dialog box also contains buttons that you can use to perform various actions, as
described below.
Function
Replace
Replaces the misspelled word with a selected word from the list box.
Check
Skip
Ignores the spelling of the questionable word. For example, you might
skip the names and addresses of the organizations employees.
Learn
Cancel
Do it!
A-2:
IE
Context
Button
Checking spelling
Heres how
PR
EV
Heres why
4 Click Skip
6 Click Done
36
Modifying records
Do it!
To modify the contents of a record, click the field you want to modify, select the value,
and enter the new value. When you modify the data in a field, you need to ensure that
the type of data you enter matches the field type.
A-3:
Modifying a record
Heres how
Heres why
If necessary.
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Explanation
Assistant Manager
PR
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Records
37
Deleting records
Explanation
You can delete a single record or all records from a database file. When you delete a
record, the data in the record cannot be recovered. Therefore, you should create a copy
of the database file before deleting records.
To delete a record, click within the record, and choose Records, Delete Record.
FileMaker Pro displays a message box that prompts you to confirm the deletion. Click
Delete to delete the record permanently.
Click Cancel to cancel the deletion. To delete all the records from the database file,
choose Records, Delete All Records. When the message box appears, click Delete to
delete the records permanently.
Do it!
A-4:
Deleting a record
Delete Record
3 Click Delete
PR
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Heres why
IE
Heres how
38
Explanation
Find mode
You can choose Find mode from the View menu or from the Modes pop-up menu. In
Find mode, FileMaker Pro displays a blank record called a find request, and the status
area expands to offer additional options related to a search, as shown in Exhibit 3-3.
IE
To search for records, you enter criteria into the fields in the find request and click Find.
Criteria are the terms you want to search for. Records that match the criteria are added
to the found set. You can then view, modify, print, delete, or sort data in the found set.
The Symbols drop-down menu contains a list of options that you can use to further
specify your search criteria. You select the Omit check box to exclude a specified set of
records from the found set.
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One limitation of Find is that you cannot specify search criteria in any container, global,
or summary fields.
Records
39
Do it!
B-1:
Heres how
Heres why
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You can specify criteria in a single field of the database file to find records. For
example, you might want to find the records of employees hired on September 19, 1999.
To find records, enter 9/19/1999 in the Hire_date field and click Find.
3 Click Find
The AND condition uses search criteria in multiple fields. The found set for an AND
search consists of records that meet all criteria specified. For example, if you want to
find records of all the employees who joined on September 19, 1999, live in Los
Angeles, and work in the human resources division, enter the respective data in the
Hire_date, City, and Division fields, and click Find.
PR
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Explanation
Do it!
B-2:
Heres how
1 Choose Records,
Heres why
You will add new criteria to the last find
request.
3 Click Find
310
The OR condition
The OR condition uses multiple search criteria in the same field. For example, you can
use the OR condition if you want to find records of employees who live in either Seattle
or Los Angeles. To specify more than one criterion in a field:
1 Switch to Find mode.
2 Enter the first search criterion in a field.
3 Choose Requests, Add New Request.
4 Enter the second criterion in the same field and click Find.
Do it!
B-3:
Heres why
IE
Heres how
3 Choose Requests,
PR
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Explanation
Wildcard characters
Explanation
You can use a wildcard character when youre not sure of the exact data youre looking
for. A wildcard character is a symbol that represents one or more unknown characters in
a find request. FileMaker Pro provides two wildcard characters, * (asterisk), and @ (at
sign).
You can use * to substitute zero or more characters in a find request. For example,
entering K* as the search criterion in the First_name field returns all first names
beginning with K.
You can use @ to substitute a single character in a find request. For example, if youre
not sure whether an employees name is Carol or Caryl, you would enter Car@l as your
search criterion.
To use a wildcard character:
1 Switch to Find mode.
2 Select the field for which you want to find records.
3 Enter an incomplete value in the field and select the wildcard character from the
Symbols drop-down menu.
4 Click Find to begin the search.
Records
Do it!
B-4:
311
Heres how
Heres why
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Click Find
PR
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Click Find
312
Do it!
You can exclude records from the found set by using the Omit option. FileMaker Pro
finds all the records except those that match the specified criteria. To use the Omit
option, specify the search criteria, check the Omit check box, and click Find.
B-5:
Heres how
Explanation
Heres why
4 Click Find
IE
PR
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Records
313
Comparison operators
Explanation
You can use comparison operators to compare two values and return records based on
the result. Comparison operators are available in the Symbols drop-down menu.
Do it!
B-6:
Heres why
IE
Heres how
3 Enter 45000
PR
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4 Click Find
314
Do it!
B-7:
Heres why
IE
Heres how
Click Find
Explanation
PR
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Records
315
Do it!
B-8:
Explanation
Heres how
IE
Heres why
PR
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accounts
4 Choose Requests,
316
Explanation
IE
You can find and replace data by selecting the Find/Replace command from the Edit
menu. Choose Edit, Find/Replace, Find/Replace. The Find/Replace dialog box appears.,
as shown in Exhibit 3-4.
PR
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Records
Do it!
C-1:
Heres how
Heres why
If necessary.
317
Find/Replace
IE
PR
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Click OK
318
Replace
Another way to replace a particular field value in a group of records is to create a found
set, and then change the data in the desired field. To replace the contents of a set of
records with a new value:
1 Create a found set based on specified search criteria.
2 Select the field whose contents you want to replace.
3 Enter the new value for the field.
4 Choose Records, Replace. The Replace dialog box appears.
5 Select the first radio button and click Done to close the Replace dialog box and
replace the contents.
Do it!
C-2:
Heres why
IE
Heres how
Explanation
PR
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Replace Contents
5 Choose Records,
Records
319
Explanation
PR
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IE
Records can be sorted further by adding more fields to the Sort Records dialog box.
Do it!
D-1:
Sorting data
Heres how
Heres why
Division
Click Move
IE
320
PR
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Records
321
Topic B
In this topic, you learned how to find records based on criteria specified in single or
multiple fields, and use wildcard characters, the Omit option, and comparison
operators. You also learned how to constrain and extend a found set.
Topic C
Topic D
Topic A
IE
1 Open Supplier_records.
2 Check and correct the spelling in all the records in the database file. Skip the
contents of the Postal_code, Company_name, and Address fields.
3 Find all records for which the discount percentage is greater than five.
4 Outlander Spices has decided that they no longer want to buy supplies from Tokyo
Traders. Delete the record for this company. (Find the record and then delete it.)
5 New England Seafood Cannery has shifted its head office to 4692, S.E. Amity
Road, Amity, OR, 97101, USA. Replace these values in the companys records.
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6 Find the records for the suppliers who provide a credit period of more than two
months.
7 Sort all records based on the Country field in ascending order.
8 Close Supplier_records.
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322
Unit 4
Advanced features
41
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validations.
PR
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42
Explanation
To ensure the accuracy of data entered, you can set validations. A validation constrains
the type of data that you can put in a field.
Using Auto-Enter
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Option
PR
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Description
Serial number
Data
Calculated value
Looked-up value
43
IE
Advanced features
PR
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Do it!
A-1:
Heres how
Help students locate the
current unit folder within
the Student Data folder.
1 Open Employee_validations
4 Click Options
If necessary.
IE
Heres why
44
Click OK
PR
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Advanced features
45
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46
Validations
When you set a validation, you ensure that only the correct type of data is entered into a
field. For example, you can set validations on the Earnings field so that it is not left
blank, and contains only numeric data. To set validations, open the Options for Field
dialog box, click the Validation tab, select the appropriate option, and click OK. The
following table describes the options available on the Validation tab.
Option
Description
Not empty
Unique
Existing
PR
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Explanation
In range
Validated by calculation
Maximum number of
characters
47
IE
Advanced features
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Exhibit 4-2: The Options for Field dialog box displaying the validation settings
48
Do it!
A-2:
Setting validations
Heres how
Heres why
Click Options.
If necessary.
IE
PR
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Click OK
Click No
Advanced features
Note that you have entered a symbol in the
Earnings field.
Press t.
Click No
49
8 Delete $
PR
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IE
Press t
410
Explanation
Calculation fields
IE
Logical
Operators
View list
PR
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Field list
Function
list
Formula
box
Advanced features
Do it!
B-1:
Heres how
Heres why
411
IE
Click Create
PR
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Click as shown
Earnings
4 Click OK
Click Done
412
Topic B
In this topic, you learned how to create a calculation field and to specify a formula to
calculate values for a field.
Topic A
2 Set the Serial number option for the Product_code field. Start the series with the
code P011 and increase the code by increments of one.
IE
3 Set validations for the Unit_price_in_usd and Quantity_in_oz fields to accept only
numbers.
4 Create a calculation field called Product_value and specify a formula for
calculating the product value. (The product value will be calculated by multiplying
the quantity of products with the unit price.)
5 Add a record. (Enter details, as shown in Exhibit 4-4.)
6 Move to the next field. Compare the display on your screen with Exhibit 4-5.
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Exhibit 4-4: New record of the Product_validations file after step 5 of the Independent
Practice Activity
Exhibit 4-5: The sample output of Product_validations after step 6 of the Independent
Practice Activity
Unit 5
Layouts
51
IE
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52
Explanation
To customize a layout, you need to work in Layout mode. To switch to Layout mode,
choose View, Layout Mode. (You can also choose Layout Mode from the Modes
pop-up menu.)
IE
A layout contains layout parts that determine the organization of data. The main layout
parts created in the Standard form layout are the header, body, and footer, as shown in
Exhibit 5-1 and described below:
The header is used to display general information such as the logo and company
name.
The body contains objects, such as fields, text, or graphics. An object is an item
that you can add, move, resize, or delete on the layout.
The footer can contain the page number, current date, custom text, or a graphic.
PR
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You can add, modify, or delete layout parts. Any change made to an object in Layout
mode is reflected in all the records in Browse or Preview mode.
The tool panel appears in the status area, as shown in Exhibit 5-1. The tool panel
displays the tools you can use to add objects to a layout. The following table describes
the most commonly used tools.
Tool
Name
Description
Selection tool
Text tool
Adds custom text anywhere on the layout. To add text, select the tool
from the tool panel and click where you want to display the text. A
blinking insertion point surrounded by a dotted frame appears. The frame
expands as you type text in it.
Line tool
Rectangle tool
Oval tool
Layouts
Tool
panel
Button tool
Field tool
Part tool
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Body
Description
Header
Name
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Tool
53
Footer
54
Value lists
A value list stores values that a user can select from while entering data in records. This
saves time and ensures data consistency. For example, if Outlander Spices has four
divisions, you can define a value list that contains all the division names. A user can
then select the desired name from the list.
IE
PR
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After creating the value list, you can display it as a pop-up menu, pop-up list, a series of
check boxes, or radio buttons. To do so, you need to format the field on the layout. To
format the field:
1 Choose View, Layout Mode to switch to Layout mode.
2 Click the field for which you created the value list.
3 Choose Format, Field Format. The Field Format dialog box appears.
4 Under Style, choose the style in which you want to display the value list. From
the Using value list, select the value list whose contents you want to display.
5 Click OK to close the Field Format dialog box.
6 Switch to Browse mode to observe the value list.
Layouts
Do it!
A-1:
Heres how
Heres why
1 Open Employee_layouts
55
If necessary.
IE
PR
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4 Click New
Add Marketing,
6 Click OK
Click Done
Click OK
Click Done
56
Field Format
IE
Click OK
10 Switch to Browse mode
PR
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Layouts
57
Repeating fields
You can store multiple values in a repeating field. You can create repeating fields for
text, number, date, time, and calculation field types. To define a repeating field:
1 Choose File, Define Fields.
2 In the Define Fields dialog box, define the field that you want to include in the
database file, specify the field type for it, and click Options. The Options for
Field dialog box appears.
3 Click the Storage tab and check Repeating field with a maximum of <n>
repetitions.
4 Enter the number of repetitions in the text box and click OK.
5 Click Done.
PR
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IE
Explanation
Do it!
A-2:
Heres how
Tell students that
the HR team of Outlander
Spices needs to maintain
records of the
qualifications of all the
employees.
Heres why
Qualification
3 Click Options
IE
Click Create
58
PR
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Click OK
6 Click Done
Layouts
59
PR
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IE
Explanation
Do it!
A-3:
Resizing fields
Heres how
Heres why
To resize it.
3 Click the First_name field and reduce its size to equal the Last_name field
510
Rearrangement of fields
You can change the arrangement of fields by moving them. To move a field, select it,
place the insertion point in the middle of the field, and drag it to a new position. While
you drag a field, a dotted line appears around the field to help you align it horizontally
with other fields.
Explanation
IE
To move several fields simultaneously, drag the selection pointer around the fields that
you want to move. All the selected fields display handles around them. Place the
insertion point in the middle of the selection and drag it to a new position.
PR
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Exhibit 5-4: The Employee_layouts database file after rearranging the fields
Layouts
Do it!
A-4:
Moving fields
Heres how
Heres why
1 Drag as shown
511
IE
PR
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To view records
512
The tab order determines the sequence in which you enter data in fields. By default,
FileMaker Pro activates the fields from left to right and from top to bottom. If you
rearrange fields in a layout, you might want to specify a custom tab order.
To set a tab order, choose Layouts, Set Tab Order. The Set Tab Order dialog box and
numbered arrows displaying the default tab order appear.
To edit the tab order, select Edit tab order, click the field whose tab order you want to
change, and type the number (tab position) for the field in the numbered arrow. Click
OK to set the new tab order. (Select Create new tab order to set the tab order for all the
fields.)
A-5:
Heres how
Heres why
IE
Do it!
PR
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Layouts
513
Explanation
To add text, click the Text tool in the tool panel or on the Tools toolbar. In the body of
the layout, click where you want to add text. A blinking insertion point surrounded by a
dotted frame appears. As you type, the box expands to accommodate the text. Click
anywhere outside the box when you are finished.
PR
EV
IE
After you add text to the layout, you can format it. To format text, select the field and
choose Format, Text. The Text Format for selected objects dialog box appears. Here you
can change the font, size, or color of text. Choose the required options and click OK to
close the dialog box.
Do it!
B-1:
Heres how
Heres why
514
IE
PR
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Click OK
Layouts
515
Adding graphics
Explanation
To add a graphic to a layout, choose Insert, Picture. The Insert Picture dialog box
appears. From the Look in list, navigate to the location of the graphic, then select the
name of the graphic file and click Open.
Do it!
B-2:
The dialog box also provides an option to store only a reference to the graphic file. If
you select this option, you can save space in the database file. However, FileMaker Pro
will lose track of the graphic if you move or delete it from its original location. To store
a graphic as a reference, check Store only a reference to the file.
Heres how
IE
Heres why
3 Select logo
PR
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Click Open
516
Explanation
In FileMaker Pro, you can create six types of layouts: Standard form, Columnar
list/report, Table view, Labels, Envelope, and Blank.
IE
To create a new layout, switch to Layout mode. Choose Layouts, New Layout/Report.
The New Layout/Report assistant appears. The assistant consists of a series of panels or
dialog boxes that guide you through creating a layout. After youve created the desired
number of layouts, you can switch from one to another by using the Layout pop-up
menu.
A columnar list/report layout displays data in the form of rows and columns, with
column headings denoting field names. The layout contains the fields that you specify
while creating the layout, in the order in which you specify them.
FileMaker Pro provides two options for creating lists/reports. You can create a simple
report with data presented as rows and columns or a complex report that displays
subtotals and grand totals as well.
PR
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517
IE
Layouts
PR
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518
Do it!
C-1:
Heres how
Heres why
2 Choose Layouts,
New Layout/Report
IE
1 Open Employee_reports
PR
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Click Next
Click Move
6 Select Division
Click Move
Click Next
Layouts
519
Click Next
9 Verify that Do not create a script
is selected
Click Next
10 Verify that View the report in
Preview mode is selected
IE
Click Finish
PR
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520
Each layout you create displays the fields that you specified. You can add more fields to
the layout later.
Do it!
C-2:
Adding a field
Heres how
Heres why
4 Click OK
PR
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IE
3 Select Bonus
To add a field to a layout, select the Field tool from the tool panel and drag it to the
position where you want to display its contents. The Specify Field dialog box appears.
Select the field you want to add and click OK. Observe that the name of the selected
field appears in the field label and the text field. Switch to Browse mode to view the
contents of the field.
Layouts
521
Form letters
In FileMaker Pro, you can create a form letter to be sent to several people by creating a
blank layout and typing the text of the letter. Then, you insert merge fields for attributes,
such as names and addresses, which are different for each recipient. A merge field is a
placeholder for the contents of a field, and can change in size according to the amount
of data in the field.
Explanation
PR
EV
IE
Do it!
C-3:
Heres how
Tell students that
Outlander Spices has
organized a party for its
employees. Therefore, the
organization is sending
invitation letters to all
employees.
Heres why
Click Finish
IE
522
PR
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Press q
5 Type To
Press q
Layouts
6 Choose Insert, Merge Field
523
Press q
Insert more fields, as shown
IE
Click OK
Press e twice
7 Type Dear
Press q
PR
EV
Insert First_name
Press e twice
8 Open Notepad
Open letter
Close Notepad
9 Choose Edit,
524
Mailing labels
FileMaker Pro provides a layout for creating mailing labels. You can specify custom
measurements for the layout or choose a predefined label type. To create a Labels
layout:
1 In Layout mode, start the New Layout/Report assistant.
2 In the Layout name box, specify a name for the layout. In the Select a layout
type list, select Labels. Click Next.
3 From the first drop-down list, select the measurements for the label. Click Next.
4 Select the fields you want to include from the first list and click Add Field. Click
Next to move to the last step.
5 Select View in Preview mode and click Finish.
PR
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IE
Explanation
Layouts
Do it!
C-4:
525
Heres how
Heres why
IE
Click Next
Click Next
PR
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First_name
Press q
Click Next
526
Printing layouts
Its good practice to preview the contents of a layout before printing it. To preview and
print a layout:
1 Switch to Preview mode by choosing View, Preview Mode. View the layout.
2 Choose File, Print to open the Print dialog box.
3 In the Print list, verify that Records being browsed is selected. Under Print
range, verify that All is selected.
4 Click OK to print the layout.
Do it!
C-5:
Printing a layout
Heres how
Explanation
Heres why
IE
PR
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Layouts
527
Topic B
In this topic, you learned how to add custom text and graphics to a layout.
Topic C
In this topic, you learned how to create a Columnar list/report and add fields to it. In
addition, you learned how to create form letters and mailing labels. You also learned
how to print a layout.
Topic A
IE
1 Open Product_layouts.
2 Create a value list for the Product_category field. Name it Categories and display
the value list as a pop-up menu. (The values to be defined are Whole, Ground, and
Raw.)
3 Resize and arrange the fields on the layout, as shown in Exhibit 5-8.
4 Add the heading Product Details. Change the font size to 18. Insert the logo of
Outlander Spices to the header. Select the logo from the current unit folder within
the Student Data folder. (Compare your work with Exhibit 5-9.)
PR
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5 Close Product_layouts.
6 Open Supplier_layouts.
7 Create a columnar list/report layout and name it List of suppliers. Include the
Supplier_code, Company_name, and Percentage_discount fields in the layout. Sort
the list by Supplier_code and select a Standard layout theme. Resize the
Company_name field to display all its contents. (Compare your work with Exhibit
5-10.)
8 Add the Credit field to the layout.
9 Create a mailing label layout for suppliers. Name it Suppliers mailing label. Add
Company_name, Address, City, Zip_code, and Country fields to the label.
10 Create a form letter layout. Name the letter Invitation letter. Copy the contents of
the letter from Supplier_letter text file in Notepad (in the current unit folder of the
Student Data folder).You may need to resize the text box. (Compare your work with
Exhibit 5-11.)
11 Close the database file.
528
PR
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IE
Exhibit 5-10: A sample of the Supplier list layout after step 7 of the Independent
Practice Activity
Exhibit 5-11: A sample of the Letter layout after step 10 of the Independent Practice
Activity
S1
FileMaker Pro 6:
Basic
Course summary
IE
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S2
At the end of the class, use the following summary text to reinforce what students have
learned. It is not intended as a script, but rather as a starting point.
Unit 2
IE
In this unit, students learned about database-related concepts such as records, fields,
and data values. They learned to start FileMaker Pro 6.0 and open a database file.
They learned to explore the FileMaker Pro window and the database window. Next,
students learned to use FileMaker Pro Help. They learned how to use the Contents,
Index, and Find tabs. Finally, they learned to close a database file and FileMaker
Pro.
In this unit, students learned how to plan and design a database. They also learned
about the different field types available in FileMaker Pro. In addition, they learned
about field naming conventions. Students learned how to create a database and enter
records in it. Finally, they learned to change field definitions and save a copy of the
database file.
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Unit 3
In this unit, students learned how to view, edit, and delete records. Next, they learned
how to find records based on criteria in single or multiple fields and use wildcard
characters, the Omit option, and a comparison operator. They also learned to
replace the contents of records. Finally, students learned how to sort records.
Unit 4
In this unit, students learned to use Auto-Enter to set a serialized number or default
value for a field. They learned to set validations on data-entry. Finally, they learned to
create a calculation field to specify a formula for generating calculated values for a
field.
Unit 5
In this unit, students learned to create a value list and repeating fields. They also
learned how to move and resize fields. In addition, they learned to set a tab order and
add custom text and graphics to the layout. Finally, students learned to create a
report layout, mailing label layout, and form letter layout, preview them, and print
them. They also learned how to add fields to a layout.
Course summary
S3
Point out to your students that it is impossible to learn to use any software effectively in
a single day. To get the most out of this class, it is important that students begin
working with FileMaker Pro 6.0 to perform real tasks as soon as possible. Course
Technology also offers resources for continued learning.
This is the first course in this series. The next course in this series is:
FileMaker Pro 6: Advanced
IE
Other resources
PR
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In addition to the other courses in this series, students might also find some of these
Course Technology resources useful as they continue to learn about FileMaker Pro 6.0.
For more information, visit www.course.com.
PR
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IE
S4
Q1
Shortcut keys
Function
IE
Button
FileMaker Pro 6:
Basic
Quick reference
PR
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Q2
Button
Shortcut keys
Function
Submits the find request
Sorts records
c+N
c+E
Deletes a record
c+P
PR
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IE
c+S
I1
Index
Menu bar, 1-6
Modifying records, 3-6
Moving fields, 5-10
A
AND condition, 3-9
Auto-Enter option, 4-2
C
Calculation fields, 4-10
Closing FileMaker Pro, 1-20
Columnar list/report layouts, 5-16
Comparison operators, 3-13
Constraining a found set, 3-14
PR
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Layout
Mode, 5-2
View, 3-2
Line tool, 5-2
Records, 1-2
Rectangle tool, 5-2
Repeating fields, 5-7
Validations, 4-6
Value lists, 5-4
Viewing records, 3-2
PR
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IE
I2