FileMaker Pro 8 (Introduction)

Course Overview

Participants will learn the fundamentals of database design and management using FileMaker Pro. The course covers creating a database, entering & editing data, extracting information and designing reports.

Prerequisites

A basic knowledge of Windows or Apple Macintosh System is essential. No prior nowledge of databases is required.

Delivery Method

Classroom

Duration

2 Days

Location

Brisbane (Milton), Townsville.

Related Course

• FileMaker Pro 5 Advanced

Objectives

Day 1

Database Concepts

• Understanding Databases & Relational Databases
• FileMaker Modes

Using a Database

• Moving Around
• Adding Records & Exploring Layouts

Creating a Database

• Defining Fields
• Setting Field Types

Data Entry

• Adding Data & Editing
• Keyboard Shortcuts

Finding and Sorting

• Finding Information
• Multiple Find Requests
• Sorting Data

Formatting

• Text Formats
• Number & Date Formats

Designing Layouts

• Layout Parts
• Rearranging Fields
• Adding Labels
• Using the Graphic Tools & Adding Colours

Creating Layouts

• Create New Layouts & Types of Layouts
• Designing List Layouts

Creating Reports

• Generating Report Layouts
• Page Numbering
• Headers & Footers

Repeating Fields

• Creating Repeating Fields
• Formatting Repeating Fields

Printing

• Page Setup Options
• Printing Options & Printing Forms and
• Lists

Day 2

Automatic Features

• Creating Value Lists (Pop-up Lists)
• Displaying Value Lists
• Radio Buttons, Check Boxes
• Modifying Value Lists
• Auto-enter Dates
• Automatic Numbering of Records Calculations
• Defining Calculation Fields
• Totals
• Text Calculations

MailMerging and Labels

• MailMerging in FileMaker
• Creating Form Letters
• Selecting, Sorting and Printing
• Mailing Labels

Relating Files

• Understanding Relationships
• Defining Relationships to Link Files
• Displaying Related Information
• Using Portals

Working with Related Files

• Lookups vs Live Links
• Calculations on Related Data
• Link a Pop-up List to a Related File

Layout Options

• Layout Design Tools
• Various Layout Types
• Duplicating Layouts
• Copying Items to Other Layouts
• Formatting Fields on Layouts
• Including Related Fields

Summary Reports

• Defining Fields for Totals
• Creating a Grand Summary
• Sub Summary Reports
• Sorting, Previewing and Printing