User manual
Table Of Contents
- Contents
- Chapter 1 Introducing FileMaker Pro
- Chapter 2 Using FileMaker Pro
- About fields and records
- Opening and closing files
- Opening multiple windows per file
- Saving files
- About modes
- Viewing records
- Adding and duplicating records
- Deleting records
- Entering data
- Working with data in Table View
- Finding records
- Sorting records
- Previewing and printing files
- Backing up files
- Setting preferences
- Chapter 3 Designing and creating solutions
- Planning a solution
- Creating a FileMaker Pro file
- Creating and changing fields
- Setting options for fields
- Creating database tables
- Creating layouts and reports
- Working with layout themes
- Working with layout object, part, and background styles
- Setting up a layout to print records in columns
- Working with objects on a layout
- Working with fields on a layout
- Working with layout parts
- Creating and editing charts
- Chapter 4 Working with related tables and files
- Chapter 5 Sharing data
- Sharing databases on a network
- Importing and exporting 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 solutions on the web
- Chapter 6 Protecting files
- 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 Using FileMaker Pro Advanced
- Index
Chapter 3 | Designing and creating solutions 45
Keep the following points in mind:
1 Any field type except summary can store a global value. For more information, see “About
indexing and storage options” on page 52.
1 Be sure to use a date field (instead of a text or number field) to store dates. To avoid confusion
when using dates, always use four-digit years.
1 Use text fields instead of number fields to store postal codes, phone numbers, and other values
with leading zeroes or characters like hyphens or parentheses.
1 Although you can’t find or sort records based on a container field, you can define a text field to
describe or identify the contents of the container. Then, you can find or sort records based on
the data in that text field.
To change the way data is displayed in text, number, date, time, and timestamp fields, see
“Formatting field data on a layout” on page 76.
Summary fields produce results
from values in multiple records
Salesperson Item Qty Extended Price
David Michaels FB3 1 $3.95
David Michaels FB4 1 $17.50
David Michaels FB1 2 $19.90
David Michaels FB5 3 $52.50
Total $93.85
Sophie Tang FB6 2 $39.00
Sophie Tang FB7 5 $77.50
Sophie Tang FB2 2 $45.00
Total $161.50
Grand Total $255.35
Sales Report
Calculation fields produce results from values in
the current record or related records
Favorite Bakery Confidential June 2014