Pro-Form Quick Start 9.0 User's Guide Page 7
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Lesson 1
FileMaker Pro basics
Welcome to the FileMaker
®
Pro tutorial. This tutorial shows you how you can manage your
information in FileMaker Pro.
You will learn how to use FileMaker Pro software to:
1 locate and sort information
1 create and enter records in a simple database
1 create mailing labels
1 create calculations, buttons, and scripts
1 create and run reports
1 display data graphically in a chart
1 create relationships between FileMaker Pro database tables
1 learn how files can be shared with other users on your network or over the internet
1 protect information in your database by assigning user accounts and privilege sets and by
backing up your databases
It takes approximately five hours to complete this tutorial, which can be done in one session or
several shorter sessions.
How to use this tutorial
These lessons are based on the customer database of a fictitious business named Favorite
Bakery. Customers can pay an annual fee to receive a discount on all orders. Favorite Bakery uses
FileMaker
Pro to track the customer names, addresses, and discount program enrollment status,
and to generate labels and form letters to contact customers.
You must complete these lessons sequentially, as concepts introduced in early lessons are
assumed to be understood in later lessons. The sample file that you work in progresses through
the lessons.
This tutorial assumes that you are familiar with your computer’s operating system. Opening files,
locating folders, and other activities that require some knowledge of your computer’s OS are a
necessary part of completing this tutorial.
Because using FileMaker Pro is the most effective way to learn the application, each lesson features
a hands-on activity designed to guide you through menus, screens, and concepts step by step.
The file included with this tutorial is intended to illustrate the features of FileMaker Pro, and might
be unsuitable for use as a template for further development. FileMaker
Pro also includes Starter
Solutions. To create a database using a Starter Solution in FileMaker
Pro, choose File menu >
New
From Starter Solution.
Note Some procedures refer to using a shortcut menu. To display a shortcut menu (context
menu), right-click or Control-click an object or area to see a list of commands. You can use the
Control Panel (Windows) or System Preferences (Mac OS) to configure your mouse, trackpad, or
input device. For example, you can set up a secondary button on a mouse or a secondary click
on a trackpad.
- FileMaker 1
- Contents 3
- Lesson 1 7
- FileMaker Pro basics 7
- Database concepts 8
- Lesson 2 10
- Browsing information 10
- See a different layout 12
- Form View 14
- Table View 14
- List View 14
- Customize the status toolbar 15
- For more information 16
- Lesson 3 17
- Finding and sorting records 17
- Pie chart 18
- Choose Find Matching 18
- Number of find requests 20
- Choose range 20
- Narrow your search 21
- Sort your found set 22
- Last Name and click Move 23
- Add a new record in List View 24
- Lesson 4 25
- Click to create another field 26
- Choose Number 26
- Enter data into the database 27
- Modify data in a record 28
- Enter data in Form View 28
- Delete a record 28
- Lesson 5 30
- Customizing what you see 30
- Resize, move, and add a field 32
- Add a field 33
- Add a tab panel 34
- Display a number as currency 35
- Change text size and color 36
- Add a graphic to the layout 37
- Lesson 6 38
- Create mailing labels 39
- Create a form letter 41
- Page boundary 42
- Clear this checkbox 43
- Lesson 7 45
- Simplifying data entry 45
- Create a calculation field 47
- Test your calculation 49
- Lesson 8 51
- About scripts 52
- Assign a script to a button 53
- Lesson 9 55
- Creating and running reports 55
- Clear the checkboxes of 56
- Select Include Subtotals 59
- The report preview 59
- Clear Customer Type to 60
- 4. Click Finish 63
- Lesson 10 65
- Charting data 65
- Lesson 11 67
- Making databases relational 67
- Select this 69
- The portal displays a 70
- Lesson 12 72
- Sharing and exchanging data 72
- Opening a remote file 74
- About exchanging data 75
- About importing data 76
- Lesson 13 78
- Specify settings for 79
- Create a privilege set 80
- Lesson 14 82
- Backing up your databases 82
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