Join Cris Ippolite for an in-depth discussion in this video Adding charts with related data to layouts, part of FileMaker Pro: Relational Database Design.
- Working with related data in your FileMaker databases…provides management and visibility of information…in a way that spreadsheets never could…because FileMaker is a relational database…not a flat file like a spreadsheet would be.…Other systems like spreadsheets…allow you to chart your data from columns and rows of data,…and FileMaker also lets you chart your data…in the context of a parent table…allowing you to visualize related data…in ways that you can't without the backbone…of a properly related table structure.…So, say for example you want to chart order data…while looking at a Customer Record…like the one we have here on screen.…
FileMaker allows you to reach into related tables…and extract data, and so that you can also…use it inside charts.…In our Exercise File, you see that I've created…a tab on my Customer Detail Layout…called Order Chart.…The goal for this video will be to create a chart…that dynamically shows the Order Total…for all of the invoices by month.…None of that data lives in the Customer Record,…
The course applies to versions of FileMaker Pro from 7 through the most current version.
- Reviewing relationships types
- Diagramming relationships
- Resolving many-to-many relationships
- Determining which tables need key fields
- Defining tables in FileMaker Pro
- Using the Relationship Graph
- Using multiple match fields in one relationship
- Using global fields to filter portals
- Creating self relationships
- Creating aggregate functions using relationships
Skill Level Intermediate
Q: The exercise files for this course do not work on a Mac. It downloads executable files. Can you provide a workaround?
A: The files provided for this course were made pre-FileMaker Pro 12. The system does not recognize the .fp7 files immediately as something that can be opened with FileMaker Pro 12 and instead shows them as Unix Executable Files.
The solution is quite simple. Just double-click the file, at which point the Mac will prompt you to choose an application to open the
file with. Select FileMaker Pro 12 and it will then convert the file from a .fp7 file into the new FileMaker Pro 12 file format, which is .fmp12.
Q: This course was updated on 5/12/2015. What changed?
A: We moved a video from the "Using Relationships" chapter of FileMaker Pro 13 Essential Training into this course, where it will remain evergreen.