User manual
Table Of Contents
- Chapter 1 Introducing FileMaker Pro
- Chapter 2 Using databases
- About database fields and records
- Opening files
- Opening multiple windows per file
- Closing windows and files
- Saving files
- About modes
- Viewing records
- Adding and duplicating records
- Deleting records
- Entering data
- Working with data in Table View
- Finding records
- Performing quick finds in Browse mode
- Making find requests in Find mode
- Finding text and characters
- Finding numbers, dates, times, and timestamps
- Finding ranges of information
- Finding data in related fields
- Finding empty or non-empty fields
- Finding duplicate values
- Finding records that match multiple criteria
- Finding records except those matching criteria
- Viewing, repeating, or changing the last find
- Saving find requests
- Deleting and reverting requests
- Hiding records from a found set and viewing hidden records
- Finding and replacing data
- Sorting records
- Previewing and printing databases
- Automating tasks with scripts
- Backing up database files
- Setting preferences
- Chapter 3 Creating databases
- Planning a database
- Creating a FileMaker Pro file
- Creating and changing fields
- Setting options for fields
- Creating database tables
- Creating layouts and reports
- Working with layout themes
- Setting up a layout to print records in columns
- Working with objects on a layout
- Working with fields on a layout
- Working with parts on a layout
- Creating and editing charts
- Chapter 4 Working with related tables and files
- Chapter 5 Sharing and exchanging data
- Sharing databases on a network
- Importing and exporting data
- Saving and sending data in other formats
- Sending email messages based on record data
- Supported import/export file formats
- Setting up recurring imports
- ODBC and JDBC
- Methods of importing data into an existing file
- About adding records
- About updating existing records
- About updating matching records
- About the importing process
- Converting a data file to a new FileMaker Pro file
- About the exporting process
- Working with external data sources
- Publishing databases on the web
- Chapter 6 Protecting databases
- Protecting databases with accounts and privilege sets
- Creating accounts and privilege sets
- Viewing extended privileges
- Authorizing access to files
- Security measures
- Enhancing physical security
- Enhancing operating system security
- Establishing network security
- Backing up databases and other important files
- Installing, running, and upgrading antivirus software
- Chapter 7 Converting databases from FileMaker Pro 11 and earlier
- Index
Chapter 5 | Sharing and exchanging data 125
1 Converted field names if they are available in the file or source you convert. Otherwise, field
names are generic: f1, f2, f3, and so on.
1 Converted field types if they are available in the file or source you convert. Otherwise, all fields
are text fields.
To import data into a new file:
1. In the source application, save the data you want to import in a file type that FileMaker Pro
supports. See
“Supported import/export file formats” on page 121.
2. Choose File menu > Open.
3. In the Open File dialog box, for Files of type (Windows) or Show (Mac OS), specify the type
of file, choose the file to convert, then click Open.
4. If you see the First Row Option dialog box, choose whether the first row of data contains field
names or the first record of data, then click OK.
5. If you’re converting a Microsoft Excel spreadsheet and the Specify Excel Data dialog box
appears, choose a worksheet or named range from the workbook file, then click OK.
6. In the Create a New File Named dialog box, type a name for the new file, choose a location,
then click Save.
FileMaker Pro converts the data to a FileMaker Pro file and displays the file.
For more information about importing data, see Help.
About the exporting process
You can export FileMaker Pro data to a new file, then open it in another application.
The basic steps for exporting records are:
1. Open the FileMaker Pro file and display a layout that shows the records you want to export.
2. Find and sort the records to export. See “Finding records” on page 30 and “Sorting records” on
page 42.
3. Choose File menu > Export Records.
4. In the Export Records to File dialog box, type a name and choose a location for the exported
file, and choose a file type.
5. In the Specify Field Order for Export dialog box, select how you want FileMaker Pro to export
the data.
6. If necessary, choose the character set you want the exported file to use.
To export Choose
A field on the current layout Current Layout (LayoutName) from the table list, then double-click a field in
the list
A field in the current layout’s
table
Current Table (TableName) from the table list, then double-click a field in the list