Introduction to FileMaker Pro

Duration: 2 Days

Objectives

FileMaker Pro is the database “for the rest of us” - a rapid development tool that non-coders can use to manage all aspects of their business. Our introductory course teaches the key techniques in FileMaker needed to build databases, including table structure, layout design, comprehensive search techniques and ways to control the consistency and appearance of data. The course also introduces the fundamentals of relational database design, so that information can be shared across layouts, and the basics of simple automation using buttons.

Pre-requisites

None other than basic IT competency.

Course includes

A comprehensive set of reference notes covering course topics, follow-up telephone support and, for training on Transmedia premises, lunch and refreshments.

Course outline

Getting started

  • Definitions: databases, tables, records & fields; field types
  • The FileMaker Quick Start screen
  • Creating a database (1) From scratch; (2) From an Excel spreadsheet
  • Modes and Views
  • Creating, modifying and editing records
  • Sorting records and Finding records using different search criteria

Creating and modifying layouts

  • What are layouts?
  • Creating new layouts
  • Form, List and Report layouts
  • Applying and reapplying Layout Themes
  • Using the Field picker to add fields to a layout
  • Using the target device stencils
  • Placing date and page number codes
  • Using Tab controls
  • Applying field, border, text, number and Conditional formatting
  • Using Popovers and Slide Controls

Simple Button actions

  • The principles of database automation with buttons and scripts
  • Creating simple buttons
  • Attaching button icons (glyphs)

Comprehensive searching techniques

  • Include and Omission searches
  • Using multiple search criteria
  • Using multiple requests
  • Using Saved Finds
  • Using QuickFind

Controlling entry of data into fields

  • Entering data from the last visited record
  • Using Value Lists and Calendar Popups
  • Auto-entry of data and calculated values; validation of values
  • Formatting the data in fields
  • Using In-Field labels

Calculation fields

  • Calculation types including Number, Date and Text calculations
  • Using arithmetic and formulae
  • Introduction to some popular functions including Text, Number and Logical functions

Updating record sets

  • Using the Replace Field Contents command
  • Updating with a fixed value
  • Updating Serial Numbers
  • Updating according to a calculated formula

Summary fields and summarised reports

  • What is a Summary field?
  • Creating a Summarised Report
  • The Sub-summary Part
  • The Sort field for Sub Summaries

Merge Fields and “Mail Merge” style options

  • What is a merge field?
  • Placing merge fields on the layout
  • Designing a mail-merge letter layout

Creating simple charts

  • Using the charting tool
  • Creating simple pie, bar, horizontal bar, line and area charts
  • Adding chart and axis titles
  • Formatting the chart

Introduction to Relational Databases

  • Defining relationships between tables and understanding the concept of key fields
  • Understanding one-to-many and many-to-one relationships
  • Using Portals
  • Using Lookups

Course Dates

London CentralLondon GreenwichBristol

London Central

Dates Price Book Now
2018
4 - 5 Jan £445 + VAT Book Now
5 - 6 Feb £445 + VAT Book Now
5 - 6 Mar £445 + VAT Book Now
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London Greenwich

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2018
1 - 2 Feb £445 + VAT Book Now
12 - 13 Feb £445 + VAT Book Now
1 - 2 Mar £445 + VAT Book Now
9 - 10 Apr £445 + VAT Book Now
2 - 3 May £445 + VAT Book Now
4 - 5 Jun £445 + VAT Book Now
4 - 5 Jul £445 + VAT Book Now
6 - 7 Aug £445 + VAT Book Now
6 - 7 Sep £445 + VAT Book Now
8 - 9 Oct £445 + VAT Book Now
8 - 9 Nov £445 + VAT Book Now
10 - 11 Dec £445 + VAT Book Now
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Bristol

Dates Price Book Now
2018
5 - 6 Feb £445 + VAT Book Now
5 - 6 Mar £445 + VAT Book Now
5 - 6 Apr £445 + VAT Book Now
14 - 15 May £445 + VAT Book Now
7 - 8 Jun £445 + VAT Book Now
9 - 10 Jul £445 + VAT Book Now
9 - 10 Aug £445 + VAT Book Now
10 - 11 Sep £445 + VAT Book Now
10 - 11 Oct £445 + VAT Book Now
12 - 13 Nov £445 + VAT Book Now
12 - 13 Dec £445 + VAT Book Now
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All our courses run in London and Bristol, or can be tailored to requirements at your own offices. For alternative dates, please email or call us on 0208 269 4260
All prices are per person and are subject to VAT
15% discount for groups of four delegates.
10% discount for groups of three delegates.
(This offer applies for delegates on the same public scheduled course on the same date.)

Exams and Certification

The knowledge gained on this course is a valuable contribution towards passing the Developer Essentials for FileMaker 12 exam, allowing a successful candidate to become an FileMaker Certified Developer.


"Staff were helpful and the course was relevant to my needs. A great course!"

VCCP

"I just wanted to let you know that I've managed to replicate the steps you showed me in FileMaker on my organisation's database and have managed to get my invoicing layouts to work perfectly. Thank you very much! I've also been able to use some of the other things you showed me to good effect too so the course has already helped enormously. Just thought you should know :-)"

Julian Support

"I thought the course and the location were perfect."

MOD



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