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        Wiley FileMaker Pro 8 Bible
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1.         In This Chapter    Understanding  essential database  terminology    Comparing paper  databases and  computer databases    Looking at the  differences between  flatfile and relational  databases    Understanding  important FileMaker  Pro concepts and  ferms    Discovering uses for  FileMaker Pro               4    Part     The Fundamentals    Note    Every database     whether on paper  in a hand held electronic organizer  or ina  computer    is composed of records in tables  A record contains information that  has been collected on one individual or entity in the database  A table holds the  records that you create  and the database encompasses the tables  For example  in  the Employee Records database example given in the preceding list  you might have  one table containing the employees    ID numbers  names  addresses  dates of birth   and dates of hire  Another table might include salary information  and another  might include personnel actions  such as review dates and performance history      In the previous list of examples  a record would hold all the address data on one  friend or business associate  the address book or business card file example   the  title  channel  start end times  and episode description for one television show  the  TV schedule example   the employment information on one employee  the employee  records example   the ingredients and cooking instructions for one recipe  the recipe  card file example   the name  street address  and phone n
2.   home accounting program  you can use FileMaker Pro to create one  Every  transaction  a check  deposit  charge  or payment  can be treated as a sepa   rate record       Keep track of who has your property  Do you have neighbors  friends  and rela   tives who are great at borrowing but not at returning items  Use a database to  track what was lent  when  and to whom  By including a simple date calcula   tion  you can automatically determine how long it has been since each item  was lent  too  Even if you don   t throw this information in the borrower   s face     Bill  you borrowed my hedge clippers 47 days ago       at least you ll always  know where your things are       Get a handle on your investments  Say you just sold some stock but don   t  remember what you paid for it  The IRS expects you to record this information  in order to determine capital gains  FileMaker Pro can help you keep track of  your buy sell costs and dates  And with its calculation capabilities  you can  also use FileMaker Pro to compute gains and losses  in dollars and percent   ages   the number of days an investment was held  and so on     Summary      Every database is composed of tables     collections of records     one per per   son or entity in the database  Records are divided into fields  which are each  designed to hold one particular piece of information       A database program  such as FileMaker Pro  enables you to store information  for rapid retrieval and organize the data in ways th
3.  Picture       Now that you understand what a database program is and does  and how to deter   mine when it   s the right tool for the job  you might be facing a problem common  to anyone who buys a new type of program  You probably wonder what you can  do with FileMaker Pro   Yes  many of us often purchase software solutions before  clearly defining the problems they were intended to solve      Although FileMaker Pro is a wonderful piece of technology  it   s only as useful as you  make it  And  like so many other things in life  understanding how something works  isn   t the same as knowing when to use it  If you   ve ever taken an advanced math or  statistics course  you understand what we mean  Memorizing formulas isn   t the same  as knowing when to apply them     If you   ve already experimented with the sample files and templates included with  FileMaker Pro 8  you probably also already know that they aren   t meant to serve all  your database needs  Before long  you ll be faced with the prospect of designing  and using your own databases  And if you   re new to databases  your biggest initial  problem won   t be learning how to use the program but rather what to use it for     To get you into the proper mind set  this chapter concludes with a list of some  uses to which FileMaker Pro can be put     some general and some very specific   Hopefully  these examples will give you ideas for databases that you might want to  create  moving you from the thinking stage to the 
4.  are cumber   some tasks  Suppose the boss walks into your office and says     We re thinking  about putting in a day care center  How many of our 149 employees have kids  under the age of five     Or you might be thinking of sending a direct mail piece  to your local customers  To determine printing and postage costs  you must  know how many customers are in the target ZIP code or are within a particu   lar range of ZIP codes     In either case  you probably have to examine every record in the paper data   base  Whenever a task requires sorting  organizing  or summarizing the data  in a different way  you can look forward to a nightmare of paper shuffling      hoping that you didn   t overlook something important  And when you   re  through  you have to restore all the records to their original order       Sharing records is difficult  When a supervisor borrows some employee records   for example  the office manager no longer has easy access to those records  unless you decide to kill some trees by photocopying the paperwork   They   re  no longer in the file drawer        Information is hard to reuse  If you want to use the information in a paper  database for any purpose other than just reading it  addressing envelopes  for  example   someone has to drag out the typewriter  Photocopying an address  and then taping it onto a letter is considered bad form  unless you re creating  a ransom note      Advantages of computer databases    Computer databases  on the other hand  of
5.  on the other hand  enables you to use fields and records in a  database to create a file that other programs can understand  For exam   ple  you can easily export numeric data so that you can graph it with a  spreadsheet program  such as Microsoft Excel     When should you use a database program     Not every database is a good candidate for computerization  Specifically  when  deciding between using a paper database and using a computer database  you must  ask yourself the following questions   The more Yes answers you give  the more rea   sons you have for using a database program        Will the contents of individual records change frequently  If the information for  each record isn   t static and editing is often necessary  choose a computer  database       Is much of the information repetitive  A database program can have default  entries for fields  If much of the information that you   ll enter is repetitive   using a database program can help you avoid unnecessary typing       Must the records be grouped or sorted in different ways  Database programs can  quickly re sort and select records for even very large collections of data     Chapter 1   What Is a Database  9      Are calculations necessary  The more complex the calculations  the more you  need a database program       Is printed output required  Unless photocopies are satisfactory  use a database  program       Are reports necessary  Database programs excel at summarizing information   If your reports go bey
6. Maker Pro has long been the database pro   gram of choice for Macintosh users and is making great strides in the Windows  world   In the remainder of this chapter  we introduce you to these key concepts  and explain how you can use FileMaker Pro to tackle many database needs  both in  the business and home arenas     Understanding layouts   Much of the power of FileMaker Pro comes from its layout feature  A layout is an  arrangement of a set of database fields  Every layout is a view or window into the  contents of a database  and different layouts present different views  frequently  using different groups of fields   You can create separate layouts for doing data  entry  generating reports  onscreen or printed   and printing labels or envelopes   And you can have as many layouts for each database as you need     x FileMaker Pro 8 introduces tabbed layouts that allow you to partition your layouts   whether to eliminate scrolling or because previous input makes a subset of the  fields unnecessary   For example  in a movie collection  you might want to display  different fields for videotapes than you display for DVDs   We demonstrate the use  of tabbed layouts in Chapter 4     Whenever you create a new database and define its fields  FileMaker Pro automati   cally generates a layout that is a standard arrangement of all the fields that you  have defined  see Figure 1 3   If a quick and dirty database is all you need  you can  use this standard layout to start entering data im
7. What   s wrong with paper databases  After all  many homes and businesses rely on  them  In the following sections  we discuss some shortcomings of paper databases  and explain how computer databases can help avoid these limitations     5    6 Part    The Fundamentals    Limitations of paper databases    First  consider some of the shortcomings of paper databases       Making data entry errors is easy to do  Even when you re using a typeset form   nothing prevents you from entering the wrong data in a field or forgetting to  fill in a critical field  such as the hire date or medical history       Maintenance can be difficult  For records to be easy to locate  they must be in  some rational order  Whenever you return or add a record to a folder or the  filing cabinet  you must place it in the correct spot  If you put the vendor file  for Alpha Corporation in the Q folder  you might never find it again       Updating records can be time consuming  Because of changes in information   such as addresses  phone numbers  and salaries   few databases are static   Updating a paper record could require several steps  including finding the  record  erasing the old information  writing in the new information  or typing  a whole new record   and returning the form to the filing cabinet  Making an  across the board change     such as granting an incremental salary increase to  all employees     can take a long time       Sorting records  selecting subgroups of records  and creating reports
8. What Is a  Database        Note    B  exploring FileMaker Pro 8  you must understand  what a database is  A database is an organized collection  of information  usually with one central topic  In a computer  database  as opposed to a paper database   the program that  you use to enter and manipulate the data is either a database  program or a database management system  DBMS      The word organized is a key part of this definition  Otherwise   a shoebox stuffed with business receipts might be considered  a database  In general  if you must look at every scrap of data  until you find the one for which you   re searching  you don   t  have a database  You just have a shoebox full of stuff     Even if you   ve never used a computer database management  system  you re already familiar with many examples of paper   and probably computer  databases       Address books and business card files    TV schedules     Employee records     Recipe card files     Telephone books     Holiday greeting card lists    You also encounter special purpose databases on your com   puter all the time  For example  iTunes is a database that  tracks your music files and the information about them   Likewise  iPhoto and Photoshop Album are both databases   and your e mail programs  such as Apple Mail or Microsoft  Outlook  are databases  Even the disk directories that keep  track of your hard disks    files and their sizes  locations  and  icons are databases  as is the Windows Registry      CHAP E R     
9. able after finding the record that contains the matching ID number  as shown in  Figure 1 2     Both types of database programs have advantages  Conceptually  flat file database  programs are easier to understand and learn to use  All the important data is ina  single table  If you must record additional information  you just add more fields to  the table     On the other hand  because of the multitable approach that relational database pro   grams use  the tables tend to be smaller and  hence  faster to work with for com   mon tasks  such as sorting and searching  Because of their power and flexibility   relational database programs are frequently used for large record keeping projects    10    Part     The Fundamentals    or projects that have complex requirements  Another significant advantage of rela   tional databases is their ability to reuse  or repurpose  data  For example  a high   school might maintain a series of databases for extracurricular activities but draw  all the name and address information from a single  student registration database                                                                 Key field  Addresses Orders Statements  1 D  45016 1 D  45016 Statement  Jim Smith  Jim Smith 3 5 94     107 00 18 Oak Street         18 Oak Street Shumway  OH 30981    A B 94 sesso 53 25  Shumway  OH 30981 Date Amount  3 5 94 0  107 00  46 94 nn 53 25    Total  160 25                                                             Figure 1 2  Relational database pro
10. ables you to quickly locate the  record or records of interest       You can specify criteria for sorting data  Arranging records in a different order  is as simple as issuing a Sort command  You can rearrange records in order  of salary  record creation date  or any other field that   s in the database  Most  database programs also enable you to sort by multiple fields simultaneously   For example  you can sort a client database by state and by city within each  state       You can work with discrete groups of records  Using the database program   s  record selection tools  you can select a subgroup of records that   s based on  any criteria you want  You might  for example  want to see only recipes that  have chicken as the main ingredient or perhaps group employee records  according to salary ranges or by department       Database programs can perform calculations  frequently offering many of the  same calculation capabilities that spreadsheet programs offer  Instead of using  a hand calculator to compute the sales tax and total for an invoice  you can  have your database program automatically make the computations  In addi   tion to performing computations within individual records  database programs  can also generate summary statistics across all records or for selected groups  of records  For example  you can easily summarize the efforts of different sales  teams by calculating sales totals and averages by region     8    Part     The Fundamentals      Many people can 
11. at are extremely cumber   some and time consuming if attempted with a paper database       Paper databases are most useful when the data collected is relatively static   the amount of data is fairly small  and your reporting requirements are mini   mal  A database program is a better choice when data frequently changes   when you must use the information for multiple purposes  or when you want    20 Part     The Fundamentals    to be able to print the information  A database program is also a better choice  when you want to perform calculations on the data  select subsets  reorder  the records based on different criteria  or when you need summary informa   tion or reports       Layouts are arrangements of database fields  Different layouts enable you to  view and present information in different ways  You can have as many layouts  for a FileMaker Pro database as you like       Layouts are divided into sections called parts  Depending on the parts in  which you place fields  text  and objects  they   re printed once for every  record in the database  body   only at the top or bottom of each report page   header or footer   only at the top or bottom of the first report page  title  header or title footer   once before or after each group of records sorted on  the sort by field  leading or trailing sub summary   or once before or after all  the records being browsed  leading or trailing grand summary        You do all work in FileMaker Pro in one of four modes  Browse  Find  Lay
12. customer list is its most  valuable asset  Sadly  many businesses     both small and large     still attempt to  maintain their customer records on paper only  Entering customer information  into a database makes it possible to do mass mailings to announce sales  easily  update and correct information  a change of address  for example   examine  customer buying patterns  and determine when an additional sales call or purg   ing from your list is appropriate       Track rental information  Small businesses that do rentals are excellent candi   dates for FileMaker Pro  By creating necessary formulas  scripts  and reports   you can instruct the database to find all rentals that are late  calculate late  charges  and determine who your best customers are       Examine employee performance  Although a database program is not the best  choice for project tracking  many programs are designed specifically for this  task   you can certainly create a simple assignment oriented database that  records each assignment you hand out  including its due date  progress notes   and completion date  By adding fields for    quality of work     the database can  help you perform  and document  the dreaded salary review       Schedule company resources  Conference rooms  audiovisual equipment  and  other limited company resources are often in high demand  If you   re the office  manager  consider creating a database of resource requests  You can then sort  by resource  date  and time to quickly fla
13. doing stage     Business uses for FileMaker Pro    Because of the ease with which you can create functional  useful databases  regard   less of your prior database experience   FileMaker Pro has long been a favorite  program among business users  Here are a few of the things you can do with  FileMaker Pro       Automate business forms  Most businesses rely on forms  and many of these  forms are perfect candidates for databases  A petty cash voucher system is  one example  Rather than just fill out a slip of paper that gets tossed into a  cash box or drawer  you can duplicate the voucher as a FileMaker Pro data    18    Part     The Fundamentals    entry form  Features such as date stamping and assigning serial numbers can  be automatically applied to each new voucher  And by creating appropriate  report layouts  you can break down disbursements by time periods  depart   ments  or individuals       Improve shipping records  Rather than frantically searching for a shipping  receipt or bill of lading whenever a shipment goes astray  you can use FileMaker  Pro to help you keep track of incoming and outgoing shipments  The program   s  search capabilities make it easy to locate any shipping documentation that nor   mally might be tucked away in a file drawer  FileMaker Pro can also help you  organize your receipts and create appropriate reports     grouping them and  showing total shipments to each customer  for example       Reuse existing customer data  For many businesses  the 
14. erns the types of activities that you can  perform       Browse mode  You use this mode to create and delete records as well as to  enter and edit data  You perform all data entry in Browse mode       Find mode  In Find mode  you can search for or hide records that meet criteria  that you specify      Layout mode  You design  edit  reorder  or delete database layouts in Layout  mode       Preview mode  You use Preview mode to preview a report or layout onscreen   usually prior to printing      Preview your documents before printing    Use Preview mode to check your reports before printing them  When examining a report or  other type of layout in Preview mode  whatever is shown on the preview screen is precisely  what will be sent to the printer  If your printout doesn t look like what you expected  use  Preview mode to check your changes until the printout   s preview display is correct  This  saves time  ink or toner  and paper when printing data records  labels  and reports     15    16    Part     The Fundamentals    fr     i    5 aA Inventory  taot Taj       The four modes are indicated by small  iconic buttons in the Tool area at the top    left of a FileMaker window  Browse is the pencil  Find is the magnifying glass     Layout is the T square  and Preview is the dog eared piece of paper  The selected  mode is highlighted  and its name appears in the text box above the buttons     Sub summary  leading     Footer       Mode indicators Header Body   Grand summary  trailin
15. fer the following benefits     Chapter 1   What Is a Database  7      Entering error free information is easier  Most database programs have features  that speed data entry  Setting default values for some fields can save an incredi   ble amount of typing time and ensure that information is entered consistently    Using CA as the default entry for a State field  for example  ensures that you  don   t end up with records that variously contain CA  Calif   and California in the  same field   Other useful data entry features include    e Auto incrementing fields  which automatically assign invoice or record  numbers to new records     e Field types  which  for example  can prevent you from entering alpha   betic information in a field that was designed to record salary data     e Range checking  which accepts only numbers within a particular range   e Required fields  which warn you if you don   t fill in a critical field       You can easily add  delete  or change data  Making a change to a record merely  involves bringing the record up onscreen  editing it  and then closing the file  or moving to another record  Because you make all changes on a computer   you don   t need to search through file drawers or hunt for an eraser  And if you  need additional copies of records  you can quickly print them  The ease with  which you can manage data is one of the key reasons for buying and using a  database program such as FileMaker Pro       Finding records is simple  A Find feature en
16. g     Inventdry Summary    T  3       ee    Inem Serial No        ed  Age  Yeats  _Cost               Location                     1  ei  4              Total Cost                    Layout                Gand Total  _ Total Cost        Total 3  4    OAN  olojo  wje   A   Field    Pan          100 sA E Layout    Report  Layout mode     Report  Preview mode        eae Inventory  eview  1979  LTE  PR ee Ree See ee ees ee ee eRe ENN by Bey PEN PR ERE VERE Eee ES  T  ierventony H Inventory Summary H  r     Date  1 item Serial No  Purchased Age  Years  Cost      H  Warehouse     1 35  Pns Electronics H  1 Capacitor 0 03  Teta Resistor 0 02     Hardware  Grounding Plate 0 14    Plug 0 09    Wire Harness    100 sat  Preview          Sub summary  leading        Header                          1 07    Grand Total             Body    Grand summary  trailing     Figure 1 6  Layout parts  as displayed in Layout and Preview    mode      Chapter 1   What Is a Database  17    Thus  when you want to enter a new record  you must switch to Browse mode  To  modify any portion of a layout  to add or resize a graphic  edit a field label  or move   format  add  or delete a field  for example   you have to be in Layout mode  If you   re  not sure what mode you   re in  you can check the Mode button in the window   s status  area or the Mode indicator at the bottom of the database window  Alternatively  you  can open the View menu and see which mode has a check mark next to it     Getting    The Big
17. g duplicate requests       Share information between branches  FileMaker Pro   s ability to host multi user  databases on the Internet or a company intranet provides an ideal way for you  to share data between distant branches of your company or among the users  on your corporate local area network  LAN      Home uses for FileMaker Pro    FileMaker Pro isn   t just for business  In fact  home users make up a substantial por   tion of those who purchase and use FileMaker Pro for their data recording needs   Here are some ways you can use FileMaker Pro for your own record keeping     Chapter 1   What Is a Database  19      Maintain a home inventory  If you know anyone who has had a large casualty  loss due to a burglary  fire  or natural disaster  you understand the pressing  need for documenting everything you own  An inventory database can be  used to conveniently list your possessions along with their serial numbers   purchase date  and cost  A similar database that lists insurance policies  credit  cards  and other important documents  and their locations  can also be very  useful       Track a collection  A database program is perfect for recording purchases and  catalog values for any set of collectibles  such as stamps  coins  baseball cards   comic books  paintings  books  wines  Pez dispensers  or Beanie Babies  Hint   You can also include graphics images of the items in your database       Record credit card and checking account activity  If you don   t already have a
18. grams can create a report by extracting  information from several tables     Learning to use a relational database program can be difficult because of the com   plexity of the relational concept and the fact that much of the program   s power fre   quently comes from a programming language that you must use to create advanced  databases  In addition  designing relational databases often requires substantial  planning  You must usually decide on the relational  or key  fields ahead of time  and determine what data will be collected in each file  Unlike a flat file database    a relational database isn   t easy to toss together     Introducing FileMaker Pro    Because this book is about FileMaker Pro  you might well be asking yourself where  it fits into the    relational versus flat file    classification scheme  Up through FileMaker  Pro 2 1  FileMaker Pro was a flat file database program with some relational capabil   ities  Specifically  you could use its Lookup feature to look up information in a sec   ondary file and then copy that information into the current file   s table     Since version 3 0  however  FileMaker Pro has had full relational database capabili   ties  In addition to lookups  you can define relationships between tables that merely  display the related data from a secondary table rather than copy it into the primary  table  Depending on the nature and extent of your data  you can save loads of hard  disk space by creating related databases instead of relyi
19. lds that you can use in a layout  Data  entry screens  for example  frequently have many fields so that you can easily enter  all the important information for a record in a single layout  At the other extreme    a help screen or menu layout might contain only static text and buttons     no fields  at all     When you design layouts for a database  you might need to create additional fields  that are specific to a single layout  For example  a field that shows a total for each  customer order is important in an invoice layout but unnecessary  or pointless  in    14    Part     The Fundamentals    an address label layout  Conversely  you do not have to place every field that you  define on a layout  You might want to create a field to use only as a test for a calcu   lation  determining whether another field is blank  for example  but not place it on  any layout     Keep in mind that data you enter in one layout automatically appears in any other  layouts that use those same fields  And although you can     and usually will      create an all encompassing layout for data entry  you can use the other layouts for  data entry  too     Because you can make new layouts whenever you like  even after a database con    tains records   you can design additional reports  labels  and data entry screens as  the need arises  And if you didn   t originally remember to create a field that is criti   cal to a layout  you can also add fields as you need them     Remember the following importan
20. matically setting the background colors and field borders     Themes apply only while creating the layout  You cannot assign a theme to an  already existing layout     Every layout that you create for a database is separate from every other layout  but  it draws from the same set of fields  When you design a new layout  you select only  the fields that you need  In a customer database  for example  you can use one lay   out to display invoice information  such as the customer   s name  address  items    or services purchased  and a total  A second layout might contain only name and  address information that   s formatted as a mailing label  You can create a third lay   out to print or display a client phone book or monthly client purchase totals  Figure  1 5 shows two different layouts for the same database     Chapter 1   What Is a Database  13     eee 7 __ChiCustom  Contact Management              x s er D Eee    Fal wun Pe Dele       Maggie Preston    First Name  Maggie  Last Name  Preston  Title  Director of Security  Company  Early Warning Systems  Phones  408 555 4323  Email  3    Notes        Main Acdress Second Address Related Contacts       State    Postal Code    Swap wih Second Address     100 sen FE  Browse    Figure 1 4  A custom layout        yom    Contact Management                    Layout  ors  Layout   Avery 516     6  100 aed EES larout    Figure 1 5  Layouts for a phone book  a  and mailing labels  b      No practical restrictions limit the number of fie
21. mediately     11    12    Part     The Fundamentals    Note             ae Ch110   Figure 1 3  A standard  ner database layout    ca Ic    Record    Toul   1   Unsorted   100 woe FE Browse       On the other hand  you can customize a database layout by doing any of the  following       Changing the placement of fields  to create a columnar report  for example        Eliminating fields from the layout that you don   t want to display  while still  being able to use them in other layouts where they will display        Creating separate tabs that contain subsets of your layout   s fields       Removing some or all the field labels or moving the labels to different posi   tions   Field labels aren   t attached to fields        Embellishing the layout by adding text and graphics and by modifying the  font  style  color  pattern  or border for fields       Eliminating layout parts  which we explain later in this chapter  that aren   t  needed  or adding parts that display summary statistics or present informa   tion that repeats on every page     Figure 1 4 shows a custom layout for the database previously shown in Figure 1 3   The data entry screen is more attractive because of the rearrangement of the fields   changes in font sizes and styles  and addition of color and graphics  To make it even  easier to create attractive custom layouts  FileMaker Pro offers layout themes  When  creating a new layout  you can optionally select a theme from the ones supplied by  the program  auto
22. ng on lookups     Note    New  Feature    Chapter 1   What Is a Database     Until FileMaker Pro 7  each FileMaker Pro database file contained a single table   which resulted in solutions that could comprise dozens of files  Beginning with  FileMaker Pro 7  a single database file can contain multiple tables  eliminating  Desktop clutter and making your task still easier because you no longer have to  ensure that all the related files are present for a specific task  Of course  you can still  relate separate files  however  maintaining separate files is no longer mandatory     If you run a business  you might already have an invoice database  for example   Instead of retyping a customer   s name and address  or using a series of lookups to  copy this information from another file  whenever he or she places another order   you can store the address information in a separate  customer address database  and then merely reference it in the invoice file  No matter how many invoices you  create for a customer  the name and address information is recorded only once and  is always current     FileMaker concepts    Before you sit down to try out FileMaker Pro  understanding a few key concepts and  features is important  Although all database programs have much in common with  each other  as we explain earlier in this chapter   FileMaker Pro has distinct ways  of doing things that clearly distinguish it from other programs   These differences  explain     at least partially     why File
23. ond simple record counts  a database program might be  the best choice     Flat File and Relational Databases    You can roughly classify every database program as either flat file or relational   according to the program   s relational capabilities  that is  its capability to simultane   ously draw information from more than one table on the basis of shared fields     That explanation is quite a mouthful  isn   t it  A couple of definitions and an exam   ple might make it easier to swallow       A flatfile database always consists of a single table  All required fields must be  contained within that table       A relational database consists of at least two interrelated tables that have at  least one key field in common     When you re creating a relational database  instead of designing a single customer  table that contains all your customer information  as you would in a flat file data   base program   you might create several smaller tables  For example  you could  create one table called Addresses to contain just customer addresses  and another  called Orders to hold information about the customers    previous orders  To link the  records in the two tables  you could assign a unique identification number to each  customer  By placing this ID field in both tables  you can relate the two sets of infor   mation  For example  you can generate a statement from entries in the Orders table  and instruct the program to pull the customer   s mailing address from the Addresses  t
24. out   or Preview  you can enter data only when the database is in Browse mode  If  you   re ever unsure of the current mode  check the Mode indicator at the bot   tom of the database window              
25. ping an address card  for example  you might  occasionally reverse the order of the last and first names or enter a company name  in that spot  Organization in informal paper databases comes exclusively from your  own consistency     or lack thereof        Note    Database    Chapter 1   What Is a Database     Records                      CE                     Na  Fz       O Leary  Moishe  1843 Sunny Rd   Troy  MI 48065       y Fields                 Figure 1 1  Every database comprises records that contain fields     When consistency is critical  such as when you   re recording information on employees  or filling out a customer invoice  records are often designed as forms  Spaces on the  form have labels so that you always know which piece of information belongs where   You can still type a phone number in the space labeled Social Security number  but at  least the labels make catching and correcting mistakes easier  Forms help organize the  data in much the same way that a computer based database does  In fact  this type  of paper database is frequently the basis for a computer database     As we describe in Chapter 5  you can establish field options that help prevent users  entering a telephone number  usually seven or ten digits  into a Social Security    number field  nine digits   Field validation options are yet another advantage that  computerized database management systems have over manual entry systems on    paper     Paper Databases versus Computer Databases    
26. rs in every  record in the database  For this reason  you normally place most fields in  the body     h Note    Chapter 1   What Is a Database       Sub summaries  You use sub summary parts to summarize groups of related  records after you have sorted the database by the contents of a particular  field  For example  after sorting an address database by city  you can use a  sub summary field to display a count of records in each city  Sub summaries  can appear above or below each group of records  and their content is visible  only in Preview mode and in printed output   Preview and other FileMaker Pro  modes are discussed in the next section        Grand summaries  Statistics that appear in a grand summary apply to all records  that are currently visible  A grand summary can appear at the beginning  lead   ing grand summary  or end  trailing grand summary  of a report  Its content is  visible in Browse and Preview modes and in printed output      Prior to FileMaker Pro 7  grand summaries did not display their content in Browse  E mode   When you first create a layout  it starts with only a body  header  and footer  You can  remove unnecessary parts and add other parts  as you like  Figure 1 6 shows a layout  that has several parts  The figures illustrate the relationship between the layout and  an onscreen preview of the report     Understanding modes   FileMaker Pro has four modes of operation  Browse  Find  Layout  and Preview  The  mode that you use at any given moment gov
27. simultaneously access the database  If several people ina  company need to view or modify the information in a database  you can use  a database program on a network  Some database programs     including  FileMaker Pro     also enable you to publish and share your data over the  Web or a company intranet       You can readily use information for multiple purposes  For example  you can use  the address information in records to print mailing labels  envelopes  a pocket   sized address book  or personalized form letters       You can create custom reports  Only you are in a position to decide which  reports are essential to running your business  department  class  bowling  league  or home  In most database programs  you can create your own reports  and lay them out in any format that meets your information needs  Because  you can save report formats on disk  you can reuse a format whenever you  want to generate a current report       You can use data from one program in another program  Most database programs  can import and export data     e Importing enables you to bring information into the database from other  programs  For example  you might already have an address book program  in which you   ve recorded the addresses of friends and business associ   ates  Rather than retyping those addresses in your database program   you can export them from the original program  creating a file that your  database program can read  and then import them into a database     e Exporting 
28. t points about layouts       Every database can have as many different layouts as you need     Every layout can use as many or as few of the defined fields as you like     A database can have fields that aren   t included in any layout       Like with the process of defining new fields  you can create  modify  or delete  layouts whenever the need arises     Understanding layout parts   Layouts are divided into parts  Like a word processing document  a layout can have  a body  header  and footer  Each of these elements is a part  Every part can contain  database fields  graphics  static text  and other embellishments   As you will learn  in Chapter 5  information in some parts is visible both onscreen and in reports  but  you can see information in other parts only when you print a report or use the  Preview command      The following layout parts are available to you       Title header and title footer  This special header or footer appears only on the  first page of a report  It substitutes for any other header or footer part that  has been defined for the layout       Header and footer  Headers and footers appear at the top or bottom  respec   tively  of every page of a report or other type of layout   If you create a title  header or footer  it replaces the normal header or footer on the first page of  the report   Page numbers  logos  and the current date are popular items to  place in a header or footer       Body  Unlike other layout parts  information in the body appea
29. umber for one person or  business in the area  the telephone book example   and the name of one person or  family from whom you previously received a card or want to send a card to  the  holiday greeting card list example      A database containing more than one table of related information is a relational  database  Each related table contains a field in common with the table s  to which  it is related  such as the Employee ID number  FileMaker Pro is a relational database  management system  RDBMS      Records are divided into fields  A field contains a single piece of information about  the subject of the record  In an address database  for example  the fields might  include first name  last name  street address  city  state  ZIP code  and phone num   ber  Figure 1 1 shows the relationship among the components of a database     What distinguishes a database from any old hodgepodge of information is that the  data within each record is organized  Fields are responsible for this organization   The fields appear in the same place on every record and are reserved for a particu   lar type of information  In the example in Figure 1 1  the field for the last name is  always in the upper left corner of the address card  and it always contains a per   son   s last name  No matter which address card you pull  you will find a last name at  that spot on the card     Of course  in some paper databases  maintaining this level of organization can be  difficult  When you are writing or ty
    
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