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The Philosophy of FileMaker - Part 1

Intermediate FileMaker Pro 15 Scripting, Calculations, Relationships and Reporting
4.8 (151 ratings)
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407 students enrolled
Last updated 8/2016
English English
$20
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Includes:
  • 8 hours on-demand video
  • 7 Supplemental Resources
  • Full lifetime access
  • Access on mobile and TV
  • Certificate of Completion
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Description

Learn FileMaker Scripting, Calculations, Relationships and Reporting from the guy who actually wrote the book, Scriptology: FileMaker Pro Demystified. With over two decades of experience teaching FileMaker, John Mark Osborne will help you understand tough FileMaker concepts with ease. Intermediate and advanced FileMaker techniques will be taught throughout the three part tutorial series. In order to better understand every nut and bolt that goes into designing a solution, a single file will be created from scratch. The chosen solution is an invoicing solution for its familiarity to a wide audience and flexibility of applying techniques to other solutions. The completed FileMaker file at each stage is provided to assist with the learning process.

Who is the target audience?
  • Students will learn how to design a complete solution from the ground up including layout design, scripting, calculations, relational design and reporting
  • An invoicing solution will be used as the basis for the course but the concepts learned can be applied to any solution
  • This is an intermediate course with some beginner information
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What Will I Learn?
Design a multi-user solution
Identify and create one-to-many, many-to-one, one-to-one and many-to-many relationships
Create an Entity-Relationship diagram (ERD)
Design according to the principals of anchor-buoy relational design
Translate business systems from real-life to electronic using data modeling
Create portals, filtered portals and filtered relationships
Learn how to print properly in a multi-table environment
Work with columns, merge fields, labels and a variety of other print mediums
Create reports using sub summary parts and summary fields
Learn how to script complex automations with decision making intelligence
Create adaptive or dynamic scripts
Work with modular scripting
Capture errors and redirect programming with error analysis
Save and restore found sets for a better user experience
Compare and contrast different approaches to a problem in order to design better solutions
Validate and format a phone number for consistent data entry
Flag overdue or upcoming events
Understand record locking and script for multi-user solutions
Learn the differences and best uses for global fields, variables and parameters
View Curriculum
Requirements
  • Students should be familiar with the basics of browse, find, layout and preview mode which can be achieved by taking any of the beginner courses also available on Udemy
  • Students do not need to have experience with relational design, scripting and calculations but familiarity can help in faster learning
Curriculum For This Course
Expand All 88 Lectures Collapse All 88 Lectures 08:05:39
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Introduction
5 Lectures 11:15

Learn about John Mark Osborne's experience in the FileMaker market so you know you are being by an expert developer.

Preview 02:10

Find out how to greatly enhance your learning experience with this short video.

Preview 03:56

There are very many good reasons why an invoicing solution was chosen as the structure for this tutorial.

Preview 01:27

Reviewing the completed invoicing solution will help you understand the goal at all times and assist in the learning experience.

Preview 02:55

Work files assist you in the learning process by providing a supplementary files such as an import table, graphic or even the completed FileMaker for the current chapter.

Preview 00:47
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Starting a Database
18 Lectures 01:12:09

One of the most common mistakes is not planning your solution and programming yourself into a hole.

Preview 04:41

The first step to designing a database is creating a new FileMaker file or solution.

Preview 03:09

Housekeeping fields track the history of a record including creation and modification information.

Preview 03:43

Field types, naming conventions and general information about field creation is covered in this section.

Data Entry Field
04:04

Every table should have a primary key field to uniquely identify records, even if it is never used in a relationship.

Primary Key
04:55

There are three standard methods for adding fields to a layout and a fourth special technique.

Adding Field to the Layout
04:02

Organizing the fields in a grouping familiar to most people will help with the ease-of-use.

Arranging the Fields
04:07

Add a title naming the table and merge fields displaying the creation and modification information.

Title and Merge Fields
04:19

Efficiency in programming is key so let's see how the process of adding fields can be streamlined.

Shipping Fields
04:15

The size of your FileMaker window in comparison to the screen resolution is an often overlooked consideration in the development process.

Window Size
04:10

Since the Status Toolbar will eventually be hidden from the user, let's start by creating navigation buttons to move from record to record.

Navigation Buttons
02:40

Recreating the Status Toolbar allows you to regain valuable screen real estate.

Status Toolbar
05:01

A consistent row of buttons at the top of the window helps to define a good graphical interface.

Button Bar
03:12

Tab Control objects allow you to easily create a tabbed interface in order to optimize layout real estate.

Tab Control
03:33

Nobody needs to be a graphic designer with the built-in interface themes that come with FileMaker.

Choosing a Theme
04:33

Make objects grow or stay in a particular location of the layout when the window is resized.

Autosizing
03:36

Form and List view are the backbone of interface design in FileMaker.

List View
03:48

Using buttons with simple scripts, we can provide more natural navigation between form and list view.

Navigating between Layouts
04:21
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Structural Relationships
18 Lectures 01:27:10

Data modeling is the process of translating a real-life scenario into electronic format, aka a database.

Data Modeling
07:56

I'm not a big fan of defining relational rules, preferring to teach by example, but some people learn better with definitions.

Relational Theory
05:58

Entity-Relationships Diagrams (ERD) describe the structure of your database in graphical terms.

Entity-Relationship Diagrams
08:40

Let's add the three new tables along with their appropriate fields as defined by the ERD.

Creating Tables
04:25

Creating relationships is as simple as clicking and dragging your mouse.

Creating Relationships
02:51

The Anchor Buoy method of relationship design is by far the most popular amongst professional FileMaker developers.

Anchor Buoy
03:19

Layouts based on the anchor buoy relational design system will be created for each of the new tables.

Anchor Layouts
04:38

Let's review the changes that needed to be made on the duplicated layouts and add a few new changes.

Anchor Layouts 2
04:44

Populating a foreign key using a pop-up menu is the easiest method.

Populating a Foreign Key
06:59

Let's use a portal to interface with the many-to-many relationship.

Many-to-Many Relationship
06:48

A couple more features are required to allow the addition of products to the portal on the Invoices layout.

Adding Records to the Portal
04:31

While the portal works fine now, a little bit of polishing will make it even easier to use.

Finishing the Portal
04:16

Let's examine the Lines table more closely to see what is created when data is entered through the portal.

How the Join Works
02:52

Totalling a portal is as simple as adding a calculation with a single function.

Aggregating Portals
03:56

Relationships can move data both directions between related tables.

Two-Way Relationships
03:49

Context or Perspective are all important when analyzing relationships.

Start and End
03:42

Let's aggregate the portal that shows invoices from the customers perspective but there's a little twist this time.

Totaling from Customers
04:12

This script step drills down from the related information in a portal to the actual record it represents.

Go to Related Record
03:34
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Table Occurrences
19 Lectures 01:58:41

A table occurrence is how you create relationships in FileMaker.

What are Table Occurrences?
07:29

Table occurrences determine the context for relationships as well as many other features.

Where are Table Occurrences Used?
06:36

Determining which related data shows in a portal using a calculation formula is easy to do.

Basic Portal Filtering
06:58

Global fields allow you to add fields that act like interface instead of storage.

Global Fields
05:14

Global fields allow you to interact with a filtered portal to display the information you want at the moment.

Portal Filtering with Globals
06:00

Aggregate calculations add up the relationship and not the portal. This technique shows how to total a portal with a filter calculation.

Totaling Filtered Portals
07:19

The preferred method for totaling a filtered portal is via ExecuteSQL but it is quite a bit more complicated.

Totaling with ExecuteSQL
06:53

It's important to program your solutions so they work naturally in all scenarios for every user.

Complicated Filtered Portals
06:00

Adding additional global fields to filter the portal by date range complicates the programming but adds a level of sophistication for the user.

Filtered Portals with Multiple Globals
07:44

Since the filtered portal calculation was modified, the ExecuteSQL total calculation has to be updated.

Updating the SQL
05:27

Before there were Filtered Portals, there were Filtered Relationships. Both approaches have advantages so learn them well.

Filtered Relationships
08:35

Let's complicate the filtered relationship by adding the global date fields into the mix.

Complex Filtered Relationships
06:50

Comparing and contrasting different approaches to a problem will help you become a better developer.

Filtering Discussion
03:13

Joining a table to itself can provide excellent results. In this case, allowing us to see all customers related by company name.

Self-Relationships
06:58

Filtered relationships provide an excellent way to filter value lists.

Conditional Value Lists
05:52

Calculated value lists can often substitute for conditional value lists.

Calculated Value Lists
03:23

Calculated value lists can't always match the same level of complexity as conditional value lists.

Conditional Value Lists Revisited
05:04

Let's add a script to show all related customers and a calculation to count the number of related customers.

Scripts and Calculations
05:50

The relationship graph can quickly get out of control without good organizational techniques.

Organizing the Graph
07:16
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Output
12 Lectures 01:19:56

Data entry layouts should be designed specifically for on-screen and not dual purpose as a print layout as well.

Printing Philosophy
04:02

Let's start with a basic customer contact list to make sure the fundamentals are in place.

Customer List
10:26

The customer contact list is not very efficient in terms of page real estate or ease-of-use so let's improve it.

Improved Customer List
06:23

Labels may seem easy with the assistant but when they go wrong, these tips will help you perfect your labels.

Labels
08:47

Exporting data can be done by printing, creating a PDF or exporting.

Exporting Customers
04:16

FileMaker has a good word processor built-in so use it to create merge or form letters instead of a third party application.

Merge Letters
04:55

An analogy to marbles will help you understand reporting.

Marbles
03:42

Building a sub-summarry report requires knowledge about relational design.

Building a Report
08:27

Let's delve deeper into report creation to show some of the more advanced abilities.

Sophisticated Reporting
09:00

Exporting a sub-summary report requires a couple of extra steps.

Exporting a Report
02:43

Creating a layout to print an invoice is more complicated than duplicating the data entry layout and removing the buttons, tabs and colors.

Printing an Invoice
07:54

Let's complete the task of creating the invoice layout!

Finishing the Invoice
09:21
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Scripting
15 Lectures 01:51:10

Scripting can be defined as automation, a macro and even a programming language.

Scripting Defined
07:07

A detailed discussion of the interface features in the Script Workspace.

Anatomy of the Workspace
06:32

This video identifies the script steps with the most depth and the also the ones you should avoid at all costs.

The Good, the Bad and the Ugly
09:39

Let's start our official discussion of scripting with simple but very useful scripts for sending email and opening a web site.

Send Mail and Open URL
06:01

Learn how to use the Set Variable script step to move information between two tables.

New Invoice from Customers
05:35

Learn how to use script parameters to create dynamic or adaptive scripts.

New Portal Row
06:11

Use script parameters to create a single script to perform finds by each letter of the alphabet.

Rolodex Find
04:31

Locating birthdays in the current month is a handy marketing tool.

Upcoming Birthdays
05:17

When duplicating a record, only the parent is duplicated. This script automates the process of duplicating the child records as well.

Duplicating Invoices
10:35

Batch printing invoices for your records is more efficient than printing them as each customer makes a purchase.

Batch Print Invoices
07:06

Electronically track your inventory with FileMaker calculations.

Inventory Control
11:18

Leveling inventory with script is more efficient than a calculation field.

Inventory Control Scripted
07:52

A script isn't complete till you've plugged all the holes and allowed for every possibility.

Leveling Once and Returns
08:02

Control how a sub-summary report displays from browse mode.

Sub-Summaries in Browse
07:55

Consistent, concise and meaningful naming conventions are also important for scripts.

Naming Conventions
07:29
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Working with John Mark Osborne
1 Lecture 05:18

Find out about training courses, consulting and solutions from Database Pros.

Preview 05:18
About the Instructor
4.8 Average rating
404 Reviews
3,775 Students
6 Courses
FileMaker Pro Expert

John Mark Osborne has been working with FileMaker Pro for over 20 years. He earned his FileMaker Pro degree working on the frontlines of Claris technical support. John was the Technical Lead for FileMaker, serving as an escalation path for other technical support representatives and writing a large portion of TechInfo (now called Knowledgebase), their technical information reference. John also acted as a liaison between the technical support department and the FileMaker development team, reporting bugs, attending product meetings and acting as resource for the development team.

John Mark is best known as the author of the popular FileMaker Pro web site Database Pros. The Database Pros web site has been on the internet for 20 years and gets over 35,000 hits a day by offering free FileMaker Pro tips, tricks and techniques.

John Mark is also well known as the co-author of the wildly popular Scriptology book and CD ROM. John Mark launched a hands-on training class based on his Scriptology book and it has become so popular that it is now taught at MacWorld Exposition in San Francisco and New York. Most recently, John Mark was one of twelve trainers in the United States authorized to teach their new FileMaker Training Series of classes.

John Mark has been a featured speaker at the FileMaker Developer Conference for 15 years. At the 1999 Developer Conference, he was awarded the FileMaker Pro Excellence award for "creation of outstanding technical resources".

John Mark is a former technical editors for Advisor magazine working on the tips and tricks section which is the most popular column in the magazine.

John Mark has recorded beginner, intermediate and advanced tutorial videos for FileMaker 8, 9, 10, 11, 12, 13, 14 and 15 totaling thousands of hours.

John Mark Osborne is 1 of 50 Platinum level FBA (FileMaker Business Alliance) working closely with FileMaker, Inc. and their most important customers. John Mark Osborne has also passed the rigorous FileMaker 7, 8, 9, 10, 11, 12, 13, 14 and 15 certification tests and is proud to display the FileMaker 7, 8, 9, 10, 11, 12, 13, 14 and 15 certification logos.

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