FileMaker Pro Basic Skills

Outcomes

FileMaker Pro is a powerful database program that allows tremendous flexibility in the entry and manipulation of information. In this course, you will learn the basics of FileMaker Pro so that you can create and use databases to organize your information.

Prerequisites

Designed for the participant who has little or no experience using FileMaker Pro, and who needs to learn the basic skills that are necessary in order to begin to use this program effectively.
Before taking this course, you should have a basic understanding of your computer's operating system. For example, you should know how to launch an application, create and save files, and copy files from CDs and other media.

What should you be familiar with?

Familiarity with spreadsheet or data management applications would be an advantage

Session Length

1 Day, 9:00am to 4:30pm

Location

This session is conducted either on site, or at our training rooms.

Topics Covered in this session

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Introduction to Databases Database Basics Opening a Database Using a Database Browsing Records Entering Records Manually Viewing a Database as a Form, List, or Table Finding Records Changing Layouts Sorting Records Creating a Database Defining a New Database Creating a New Database Creating Fields Editing Field Names Advanced Field Options Applying Auto-Entry Field Options Creating Calculation Fields Applying Validation Field Options Creating a Pop-Up Menu Value List Creating a Radio Buttons Value List Applying Check Box Value Lists Importing Records Importing Records from Other Sources Replacing Field Information Complex Find Requests Advanced Single Criterion Searches Performing Searches Using Logical Operators Performing Range Searches Finding Blank Fields Omitting Records Multiple Criteria Searches Performing an AND Search Performing an OR Search

Designing Layouts Modifying the Default Layout Resizing Fields Deleting and Changing Field Labels Moving Fields Drawing Basic Shapes Applying Fill Colors Formatting Numeric Fields Grouping Layout Items Changing the Layout Name Creating New Layouts Creating a Columnar Report Viewing Layout Parts Formatting Layout Fields Creating Mailing Labels Using Merge Fields Creating a Blank Layout Inserting the Date Symbol Inserting Merge Fields Importing Graphics Summarizing Data Using Grand Summaries Creating a "Count" Summary Field Creating Leading Grand Summary Parts Creating a "Total Of" Summary Field Using Subsummaries Creating Subsummary Parts Formatting Items in Subsummary Parts Duplicating Fields Displaying Summary Information for Found Records

Performance-based objectives

• Create a new database.
• Define several types of fields to hold various types of data.
• Use auto-enter options to speed data entry.
• Define and use calculation fields.
• Create check boxes, radio buttons, and pop-up menus from named value lists.
• Find records using single and multiple criteria, including logical searches and AND and OR searches.
• Sort records by various criteria.
• Format text, numbers, fields, and objects in layouts.
• Modify an existing layout and create new layouts.
• Use merge fields to create a form letter layout.
• Summarize data using grand summaries and subsummaries.