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FileMaker® Pro 10Tutorial

10 FileMaker Pro TutorialFor more informationFor more information on FileMaker Pro basic concepts, see chapters 1 and 2 in the FileMaker Pro User’

Lesson 2 Browsing informationYou view, enter, or change data in Browse mode. This is the simplest way to interact with your database.In this lesson yo

12 FileMaker Pro Tutorial4. Click the right page of the book icon to move forward one record at a time, and click the left page to move back one r

Lesson 2 | Browsing information 133. Choose the Club List layout from the Layout pop-up menu.This layout shows each record as one row in a colum

14 FileMaker Pro TutorialView your layouts as forms, lists, and tablesYou can view your layouts in three different ways: as a form, as a list, and

Lesson 2 | Browsing information 15Explore the status toolbar and layout barThe status toolbar at the top of the FileMaker Pro window gives you q

16 FileMaker Pro TutorialSave a copy of the sample fileYou will use a copy of the sample file in the lessons ahead. To save a copy of the sample f

Lesson 3 Finding and sorting recordsYour database is a collection of records. Sometimes you’ll work with all of the records in the database (to mail o

18 FileMaker Pro Tutorial5. From the shortcut menu, choose Find Matching Records. Your find request returns records for four members who live in N

Lesson 3 | Finding and sorting records 19Find records that match multiple criteria in the same fieldSometimes you need to find records that matc

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20 FileMaker Pro Tutorial3. In the layout bar, click Operators and choose range from the list.Tip Alternatively, you can type any operator from

Lesson 3 | Finding and sorting records 214. Click Omit in the layout bar to have FileMaker Pro not include any records in the found set that fit

22 FileMaker Pro Tutorial2. Do one of the following:1 Windows: Click the down arrow to the right of the Find button, and under Saved Finds, choose

Lesson 3 | Finding and sorting records 236. Click Sort. The names in the Club List are now displayed in alphabetical order by last name. Notice

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Lesson 4 Creating a database and entering recordsIn the previous lessons, you saw how to use a simple database with existing data. Now you will create

26 FileMaker Pro Tutorial 6. Click Create.7. Type Last Name in the Field Name box, then click Create.8. Type Fee Paid in the Field Name box, selec

Lesson 4 | Creating a database and entering records 273. Press Tab to move to the next field.Note FileMaker Pro automatically saves your chang

28 FileMaker Pro TutorialModify data in a recordSuppose you realize that Jane Doe paid 75 dollars, not 25. You can easily correct the entry.1. Go

Lesson 4 | Creating a database and entering records 295. Click Open. When you insert a file, FileMaker Pro displays the file's icon and nam

ContentsLesson 1 FileMaker Pro basicsHow to use this tutorial 7Where to find the sample file 8Database concepts 8What is a database? 8Why

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Lesson 5 Customizing what you seeYou can enhance the way your data looks by adding graphics and other effects.In this lesson, you will:1 learn how lay

32 FileMaker Pro Tutorial3. Click Edit Layout in the layout bar.The status toolbar displays tools you use to design layouts. If you don’t see the

Lesson 5 | Customizing what you see 334. Choose Arrange menu > Align > Top Edges.The Last Name field moves until it aligns with the top of

34 FileMaker Pro Tutorial3. In the Specify Field dialog box, select Member Since, select Create Label, then click OK.The Member Since field appear

Lesson 5 | Customizing what you see 35Add a tab panel1. Click Edit Layout.2. Select the Contact info tab to select the tab panel.3. Choose Forma

36 FileMaker Pro Tutorial10. With the fields and labels selected, drag to position them near the top of the tab panel.11. Click Save Layout, then

Lesson 5 | Customizing what you see 374. In the Color dialog box, enter the value 238 for Red, Green, and Blue, then click OK.Note In the Mac

38 FileMaker Pro Tutorial5. Click Open.6. Drag the logo or text block to move it, if necessary.7. Click Save Layout, then click Exit Layout to see

Lesson 6 Creating lists, mailing labels, and form letters You can easily create layouts to view and print information in many different ways.In this l

4 FileMaker Pro TutorialLesson 4 Creating a database and entering recordsCreate a simple database and define fields 25About field definitions

40 FileMaker Pro Tutorial8. Click Next.9. Click Last Name, then Move to have FileMaker Pro order the records alphabetically by last name.10. Click

Lesson 6 | Creating lists, mailing labels, and form letters 41Choose the fields that will appear on the labels1. Double-click First Name in the

42 FileMaker Pro Tutorial13. When you finish viewing your label layout, choose View menu > Preview Mode.You see a page of labels as it will pri

Lesson 6 | Creating lists, mailing labels, and form letters 438. Now drag the Body tab up to just above the page boundary. The page boundary lin

44 FileMaker Pro Tutorial5. Type the letter:The Corporate Travelers Club welcomes you and your company to our organization.We look forward to doin

Lesson 6 | Creating lists, mailing labels, and form letters 456. Browse through a few records to see the merge fields update.See “Add a graphic

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Lesson 7 Simplifying data entryYou can simplify the way you enter data in FileMaker Pro and improve accuracy by using value lists, calculation fields,

48 FileMaker Pro Tutorial7. Click OK to close the Edit Value List dialog box.8. Click OK to finish.Assign a value list to a field and display it a

Lesson 7 | Simplifying data entry 49Generate values with a calculation fieldWhen you want FileMaker Pro to perform a calculation for you, for ex

| Contents 5Lesson 7 Simplifying data entryEnter data using value lists 47Define a value list 47Assign a value list to a field and displa

50 FileMaker Pro Tutorial8. Scroll through the list of functions in the upper-right corner of the Specify Calculation dialog box until you locate

Lesson 7 | Simplifying data entry 5116. Notice that the format of the Renewal Fee label does not match the format of other labels in the sample

52 FileMaker Pro Tutorial8. Select Serial number on the Auto-Enter tab. You don’t need to change the Generate choice, or the amounts for next valu

Lesson 8 Automating tasks with buttons and scriptsFileMaker Pro lets you automate many database tasks with buttons and scripts. These powerful feature

54 FileMaker Pro Tutorial8. Select Rounded button for button style.9. Click OK.10. Notice that the insertion point is now in the center of your bu

Lesson 8 | Automating tasks with buttons and scripts 556. From the list on the left, scroll down and select the Enter Preview Mode script step,

56 FileMaker Pro Tutorial2. Click the button once. The text insertion point appears in the button. 3. Type Preview Labels Layout to rename this bu

Lesson 9 Creating and running reportsThe process of retrieving and organizing data from a database is called reporting. Summary reports present just t

58 FileMaker Pro Tutorial5. Select List/Report for the new layout type.6. Click Next.7. Select Report with grouped data.8. Click Next.Select the f

Lesson 9 | Creating and running reports 593. Select and move the First Name field.4. Click Next.5. Move the Membership Type field to the Report

6 FileMaker Pro TutorialDisplay a list of related records 69Create a portal to display matching records 69Add the fields in the portal 70

60 FileMaker Pro Tutorial7. Move the Last Name field to the Sort order list. This sorts the records in each group of membership types alphabetical

Lesson 9 | Creating and running reports 613. Click View the report in Browse mode to display and edit records if it is not already selected.4. C

62 FileMaker Pro TutorialCreate a report with grouped data and totalsTo create the Membership Fee Report:1. Click Edit Layout.2. Click New Layout/

Lesson 9 | Creating and running reports 63In the Membership Fee Report, you want to see subtotals for fees paid by each type of member, New and

64 FileMaker Pro TutorialSelect a theme and create the header and footer1. Select the Standard theme to set the text size, color, and style of the

Lesson 9 | Creating and running reports 65Delete a record to see updated summary valuesWhen you work in List View or Table View in Browse mode,

66 FileMaker Pro Tutorial6. Click Save.FileMaker Pro creates the PDF file and passes it to your email program. The PDF file appears as an attachme

Lesson 10 Making databases relationalRelational databases let you easily view related data and streamline data entry. You can enter data once, then vi

68 FileMaker Pro Tutorial5. Release the mouse button. You see the relationship you have created.The relationship is based on matching data in the

Lesson 10 | Making databases relational 69Display a list of related recordsRelationships are bidirectional. The relationship you made between th

Lesson 1 FileMaker Pro basicsWelcome to the FileMaker® Pro tutorial. This tutorial shows you how you can manage your information in FileMaker Pro. You

70 FileMaker Pro TutorialAdd the fields in the portal1. In the Add Fields to Portal dialog box, select the ::First Name field and move it to the I

Lesson 11 Sharing and exchanging dataYou can share data over a network using FileMaker Pro, FileMaker Server, or via the internet using Instant Web Pu

72 FileMaker Pro TutorialOnce a shared file is open, the host and clients have access to the same information, and all changes to the file appear

Lesson 11 | Sharing and exchanging data 735. Select All users for Network access to file.6. Click OK.Note Windows: You might receive a securi

74 FileMaker Pro TutorialAbout exchanging dataYou can exchange information between FileMaker Pro and other applications by importing and exporting

Lesson 11 | Sharing and exchanging data 753. For Files of type (Windows) or Show (Mac OS), choose All files (Windows) or All available (Mac OS)

76 FileMaker Pro TutorialFor more informationYou have learned how to enable file sharing using FileMaker Pro and how to import data into a FileMak

Lesson 12 Protecting data in FileMaker ProAlthough your operating system includes file security features, you should use FileMaker Pro accounts and pr

78 FileMaker Pro Tutorial5. For Account Name, type Le Nguyen.6. For Password, type lnguyen.Note For security reasons, password text never appear

Lesson 12 | Protecting data in FileMaker Pro 79Predefined privilege setsEach new database file has three predefined privilege sets.1 Full Acces

8 FileMaker Pro TutorialWhere to find the sample fileThe sample file contains data for the Corporate Travelers Club and provides a place for you t

80 FileMaker Pro Tutorial7. Clear Allow printing and Allow exporting.Note Because you set up the Sample file for Sharing on a network in lesson

Lesson 13 Keeping your data safePower failures, disk problems, and other unexpected computer problems can happen to anyone at any time. To help preven

82 FileMaker Pro TutorialWhen to back upYou should back up:1 as often as necessary to be sure you can restore all of your data in an emergency. 1

Lesson 1 | FileMaker Pro basics 9FileMaker Pro basicsFileMaker Pro is a cross-platform application. Files created on a Mac can be opened in Fil