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FileMaker Pro 11 Essential Training
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Creating tables in the Managing Tables window


From:

FileMaker Pro 11 Essential Training

with Cris Ippolite

Video: Creating tables in the Managing Tables window

In the previous movie, we determined that we needed a Customer table and an Invoice table and a Product table in order to be able to create our new FileMaker database. In this movie, we're going to talk about how to physically add those tables to your database. Adding a table is going to be the very first step in creating a FileMaker Pro database, so this is really going to be the first step in us creating the database that we're going to be using for the rest of the title. Creating a FileMaker database from scratch will always start in one location, and that is under the File menu, where you'll see File > New Database.
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  1. 7m 22s
    1. Welcome
      1m 8s
    2. Understanding the FileMaker family
      2m 15s
    3. Using the FileMaker Quick Start screen
      2m 52s
    4. Using the exercise files
      1m 7s
  2. 21m 9s
    1. What is a database?
      2m 26s
    2. Flat vs. relational databases
      2m 29s
    3. How FileMaker works
      4m 48s
    4. Understanding the essential preferences
      3m 13s
    5. Touring the interface
      8m 13s
  3. 11m 44s
    1. Creating databases from templates
      2m 29s
    2. Creating new databases in the spreadsheet-like format
      5m 35s
    3. Importing tables
      3m 40s
  4. 9m 9s
    1. Determining which tables you will need
      5m 10s
    2. Creating tables in the Managing Tables window
      3m 59s
  5. 34m 47s
    1. Understanding relationship types
      6m 58s
    2. Diagramming relationships (with ER diagrams)
      8m 50s
    3. Determining which key fields you need
      5m 18s
    4. Defining primary and foreign keys
      7m 56s
    5. Creating relationships using the relationships graph and table occurrences
      5m 45s
  6. 50m 34s
    1. Deciding what fields you will need
      5m 34s
    2. Understanding field types
      7m 54s
    3. Defining fields
      9m 56s
    4. Using Auto Enter options in fields
      9m 33s
    5. Reviewing field validation options
      8m 16s
    6. Building with container fields
      9m 21s
  7. 14m 8s
    1. Creating and duplicating records
      5m 40s
    2. Editing and locking records
      4m 42s
    3. Deleting records and backing up files
      3m 46s
  8. 21m 6s
    1. Importing data
      9m 57s
    2. Importing records to refresh data
      7m 2s
    3. Exporting data
      4m 7s
  9. 18m 30s
    1. Understanding layouts
      4m 15s
    2. Using the Layout Assistant to create List views
      7m 59s
    3. Using the Layout Assistant to create labels and envelopes
      6m 16s
  10. 27m 11s
    1. Using the Layout Setup dialog box
      4m 54s
    2. Understanding layout parts
      4m 40s
    3. Understanding the new Inspector
      2m 26s
    4. Exploring the Status Area in Layout mode
      6m 46s
    5. Managing layouts and layout folders
      8m 25s
  11. 41m 9s
    1. Arranging, aligning, grouping, and locking layout objects
      11m 5s
    2. Placing and formatting objects, parts, and graphics
      4m 10s
    3. Formatting fields and applying field attributes
      8m 26s
    4. Setting field behaviors
      4m 4s
    5. Using the Tab Control feature
      9m 8s
    6. Setting tab order
      4m 16s
  12. 36m 48s
    1. Using the basic find functions
      7m 31s
    2. Reviewing new requests in the Find mode
      5m 54s
    3. Establishing search operators
      6m 43s
    4. Constraining or extending found sets
      3m 24s
    5. Finding records using date, time, or timestamp criteria
      5m 18s
    6. Using Fast Match and Quick Find
      4m 41s
    7. Working with saved finds
      3m 17s
  13. 17m 28s
    1. Sorting with one criterion
      6m 4s
    2. Sorting with related fields
      2m 18s
    3. Sorting with multiple criteria
      1m 36s
    4. Sorting using custom values
      3m 14s
    5. Sorting using buttons
      4m 16s
  14. 17m 14s
    1. Reviewing Field/Control styles
      5m 43s
    2. Creating and applying static value lists
      5m 20s
    3. Creating and applying dynamic value lists
      6m 11s
  15. 23m 52s
    1. Previewing pages and print options
      6m 20s
    2. Printing in different views
      2m 54s
    3. Sliding objects
      3m 26s
    4. Printing merge letters
      4m 53s
    5. Saving as a PDF or Excel file
      6m 19s
  16. 15m 1s
    1. Building simple reports with summary fields
      4m 36s
    2. Creating subsummary reports
      6m 51s
    3. Creating subsummary reports in Table view
      3m 34s
  17. 52m 19s
    1. Defining calculations
      2m 31s
    2. Exploring the Calculation dialog box
      5m 8s
    3. Using number functions
      12m 41s
    4. Using date and time functions
      4m 58s
    5. Using text functions
      11m 43s
    6. Using get functions
      4m 0s
    7. Using logic functions
      11m 18s
  18. 46m 56s
    1. Understanding scripts and script steps
      2m 23s
    2. Assigning script steps to buttons
      3m 54s
    3. Understanding the ScriptMaker dialog box
      8m 28s
    4. Creating multi-line scripts
      6m 44s
    5. Adding find criteria to a script
      4m 58s
    6. Understanding the If script step
      8m 36s
    7. Using script parameters
      4m 42s
    8. Reviewing the Send Mail option
      7m 11s
  19. 28m 0s
    1. Understanding script triggers
      2m 41s
    2. Using object-based triggers
      11m 58s
    3. Using layout-based triggers
      7m 51s
    4. Using file-based triggers (Open and Close scripts)
      5m 30s
  20. 56m 42s
    1. Using related fields
      7m 18s
    2. Creating portals and using portal filtering
      10m 38s
    3. Using related fields in calculations
      7m 6s
    4. Understanding multi-predicate relationships
      11m 11s
    5. Using the Go to Related Record script step
      7m 26s
    6. Creating a chart
      13m 3s
  21. 30s
    1. Goodbye
      30s

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FileMaker Pro 11 Essential Training
9h 11m Beginner Jun 25, 2010

Viewers: in countries Watching now:

In FileMaker Pro 11 Essential Training, Cris Ippolite demonstrates the principal features and functions of this popular database software, including creating tables and relationships, managing fields and records, and working with layouts. The course shows FileMaker developers how to find, sort, and share data as well as how to create reports, calculations, and scripts. It also covers brand new features in FileMaker Pro 11 such as the Inspector tool, charting, and portal filtering. Exercise files accompany the course.

Topics include:
  • Creating databases from templates
  • Creating fields in spreadsheet format
  • Creating tables and relationships
  • Defining key fields
  • Adding validation and auto-enter values to fields
  • Managing records, including duplicating, locking, and deleting records
  • Creating and managing layouts
  • Formatting layout objects
  • Finding and sorting data
  • Creating calculation fields
  • Building reports
  • Printing and saving as PDF or Excel
  • Writing and triggering scripts
  • Using relationships throughout a database
Subjects:
Business Databases
Software:
FileMaker Pro
Author:
Cris Ippolite

Creating tables in the Managing Tables window

In the previous movie, we determined that we needed a Customer table and an Invoice table and a Product table in order to be able to create our new FileMaker database. In this movie, we're going to talk about how to physically add those tables to your database. Adding a table is going to be the very first step in creating a FileMaker Pro database, so this is really going to be the first step in us creating the database that we're going to be using for the rest of the title. Creating a FileMaker database from scratch will always start in one location, and that is under the File menu, where you'll see File > New Database.

When you choose New Database, you'll be asked what you want to name the file and where you want to name it. You'll see that all FileMaker databases end with .fp7. That's a file format suffix for FileMaker Pro, and in this case, we'll just call it Untitled, and we're going to choose to save it to our Desktop. Once we've made those decisions, we can hit Save. And now you'll notice that its created a FileMaker Pro file for us, and its taken us to the Quick Table View layout that we discussed in previous movies. So you'll see here, we've got a layout already created for us, and if we go back under the File menu and choose Manage and Database, you'll see that we've got three tabs.

We're going to focus on the tab for Tables. And here you'll see that it has already created one table for us. And what you'll notice here is that it has taken the name of the file, so whatever name that you choose when you're naming the file becomes the name of your first table. Traditionally, the name of your file won't necessarily be the name of any of the tables inside of it, but FileMaker Pro takes that name because it does have to name your title something. So really the first thing that you're going to want to do is change the default table to a name that represents one of the tables that you want to define in your file.

So let's pick Customers. And you'll see what we do is we just type the word "Customers" in the table name, and while we have the table chosen, we're going to hit the Change button, which is now going to change the table from Untitled to Customers. So now we've got one of our three tables already defined inside of our database. And if we want to create a new one from scratch, we just simply type into the field. In this case, we want to add our second table, which is Invoice. But this time we're going to hit the Create button, so that it simply creates the table for us, as we see in the Table list above.

For the third table, we're actually going to bring in a table that exists in another database we've been working on. So let's say in this case that we had a Products table that was in FileMaker, but we wanted to integrate it into our new invoicing solution database, so instead of creating the new table from scratch, we're going to import one into the system. So first we'll hit OK. Then we go File > Import and choose the File option. Now, our Source database has several different tables in it.

We're going to choose the one that's called Products. You can see all of the different product fields here, and we're going to choose the New Table option, which of course is going to create a new table and define all these fields for us. So simply hit Import, and now we see we've got records and fields chosen, but most importantly, when we go back into Manage and Database and look under the Fields list, now we have all three tables that we've determined in the previous movie were required for our database. You see all three of those tables now defined within our new FileMaker Pro database.

And here I just wanted to demonstrate that we've got some information about our tables. We've got Customer, the name, and then some details on how many fields and records. We don't have any fields defined in these first two, but we'll see that by importing in a table from another source, we're able to bring in, not only the fields, but also records from that other source. Once we've created the tables, we can then move on to create the fields, but also when we have multiple tables, we can evaluate what types of relationships they might have between them. So now that we've got our database created, or the shell of the database created, we can start adding things like relationships and the different things that we'll cover in the upcoming movies.

Find answers to the most frequently asked questions about FileMaker Pro 11 Essential Training.


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Q: In the Chapter 16 tutorial, “Using Text Functions,” the instructor discusses how to calculate the First Name and Last Name from the Full Name. However, the method does not account for names ending with  “Jr.” or “Sr.” or “III,” etc.  How can I account for added suffixes in names?
A: For cases like this, you can create a third "Suffix" field. Then change the FullName calculation to:

NameFirst&" "&NameLast&" "&Suffix 

This way, nothing will appear if the Suffix has no value, but if it does have a value the suffix will appear.
Q: What information is actually on the “Invoice Line Item” table in the examples, and how does it actually connect to the tables that it comes from?
A: The information in each line item is native to the "Invoice Line Item" table. The fields are defined in that table and each record represents "A Product appearing on an Invoice."
Each time a product is used on an invoice, a record in the line item table is created. Many of the fields, for example "Quantity," are native to that table because those values only exists when a Product is used in an Invoice, and not as attributes of a Product itself.
 
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