Pro-Form Quick Start 9.0 User's Guide download pdf (Page 56)

Lesson 9 | Creating and running reports 56

2. In the Modify Table View dialog box, clear the checkboxes for all fields except Company, First

Name, Last Name, and Fee Paid.

Columns are hidden in Table View as you clear checkboxes.

3. Click OK.

Group and sort data and define a summary field

1. Move the pointer over the Company column heading, and click the down arrow. Choose Add

Trailing Group by Company in the shortcut menu.

Notice that records are reordered and grouped by company. When you add a leading or trailing

group in Table View, FileMaker

Pro automatically sorts records in alphabetical order (a-z) by

the group field. Fields you group by are referred to as break fields. In this case, the Company

field is the break field.

2. Move the pointer over the Fee Paid column heading, and click the down arrow. Choose Trailing

Subtotals, then Total (Annual Fee Revenue) in the shortcut menu.

Subtotal amounts appear in the Fee Paid column at each company grouping.

Note If you can’t see the subtotal amounts in the Fee Paid column, drag the Fee Paid column

heading to make the column wider.

3. Move the pointer over the Company column heading again and click the down arrow. Choose

Add Trailing Grand Summary in the shortcut menu.

Note You may need to scroll down to see the trailing grand summary.

Label grouped data and remove duplicate data values

1. Right-click or Control-click the trailing summary row (not the trailing grand summary row).

Select Add Group Field (Company) from the shortcut menu to display the company name for

each grouping.

Clear the checkboxes of

fields you want to hide in

Table View

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Pro-Form Quick Start 9.0 User's Guide Page 56