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Friday
Nov202009

FILEMAKER: Anvil Dataworks Post On Sub-Summary Export to Excel

From Dwayne Wright - Certified FileMaker 10 Developer
WEB: www.dwaynewright.com
EMAIL: info@dwaynewright.com
TWITTER: dwaynewright
YOUTUBE: FileMakerThoughts

APPENDIX 2: From Around The Internet

Wanted to link to this post from Anvil Dataworks about sub-summary exports to Excel. I’ve had clients request this a number of times and I always meant to write a posting about it. Now I don’t have to! Here is the link ...

http://anvildataworks.com/blog/?p=234
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More info about the author and FileMaker in general, contact me at info@dwaynewright.com.

© 2009 - Dwayne Wright - dwaynewright.com

The material on this document is offered AS IS. There is NO REPRESENTATION OR WARRANTY, expressed or implied, nor does any other contributor to this document. WARRANTIES OF MERCHANT ABILITY AND FITNESS FOR A PARTICULAR PURPOSE ARE EXPRESSLY DISCLAIMED. Consequential and incidental damages are expressly excluded. FileMaker Pro is the registered trademark of FileMaker Inc.

Friday
Apr172009

Logical Breaks In SubSummary Report Data - Your Thoughts?

From Dwayne Wright - Certified FileMaker 9 Developer
WEB: www.dwaynewright.com
EMAIL: info@dwaynewright.com
TWITTER: dwaynewright

Had a client that calls me from time to time to chat about different ways to accomplish his goals for his database project. He called me today and I didn’t have a good answer for him but to commiserate with him that FileMaker didn’t have a pure checkbox option for this. I have seen some very heavy tweaks for this need in the past and have avoided them myself. I also have seen some innovative script trigger design in the last few weeks that ... take what used to be an intensive hack ... and boil it down to quite useable and transparent to the user.

I'm so freakishly busy with client work right now and just do not have the time to research the topic properly. I thought I'd toss this thought out into the blogosphere and see what might come back.

The main challenge is a classic one, what is the best way to strategically place sub summary part data breaks based upon the amount of space left on the printed page? If the number of rows that fit into a subsummary part extend to a second page, how do you present that condition to the user printing the report?

Said that I haven't seen anything simple. With FileMaker 10, I imagine there may be a way to do this due to the dynamic reporting feature. Perhaps some field that can detect how much row data you have, detect where a new subsummary part would like occur and then expand the number of carriage returns to accommodate that a subsummary data set would break across a page.

Better yet, have the calculation detect this and create a new subsummary part for the ongoing pages ... which would likely require that records falling into the secondary subsummary part would have the key sort data updated via a replace command (so it would fall nicely into our report needs). This way you would have a fresh subsummary part that would indicate it is from a second page and show the overall subsummary totals and the new “just on this page) summary totals.

If you have any ideas, comments or appropriate links to where we can solve this age old problem, we would love to hear from you!
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More info about the author and FileMaker in general, contact me at info@dwaynewright.com.

© 2009 - Dwayne Wright - dwaynewright.com

The material on this document is offered AS IS. There is NO REPRESENTATION OR WARRANTY, expressed or implied, nor does any other contributor to this document. WARRANTIES OF MERCHANT ABILITY AND FITNESS FOR A PARTICULAR PURPOSE ARE EXPRESSLY DISCLAIMED. Consequential and incidental damages are expressly excluded. FileMaker Pro is the registered trademark of FileMaker Inc.

Sunday
Feb152009

FILEMAKER: The List Function In Reporting

From Dwayne Wright PMP
Certified FileMaker Developer

WEB: www.dwaynewright.com
EMAIL: info@dwaynewright.com
TWITTER: dwaynewright
YOUTUBE: FileMakerThoughts

Please Note: If you are viewing this page in a news feeder, the images may get munged up a bit. For the best experience, please visit the journal directly by clicking (here).

Obviously, data appearing in a list is critical in any sort of reporting operation. We have discussed at length some of the layout design options for building reports but I want to introduce a different way of reporting. Some reports can be contained within a text string by using the LIST function.

The syntax of the list function is List ( field {; field...} ) and it was introduced with the release of FileMaker 8.5 and it will return a text base result.

The list function will provide you a return-delimited data list from one or more related data field(s) or a repeating field(s). For the most part, this function is used for gathering related data in one large block and then using it for correspondence. For example, a list of related invoices in which you want to include in a batch email to each client in a found set. It is also possible that you would use the list function to pull a collection of related data as a list and then parse it out by using some of the value related text functions.

Now you might be wondering about the connection between correspondence and reporting? What a minute, let it sink in, of course! A report that isn’t communicated isn’t much of a report and it is often included within the correspondence between work group members. Sure you can include pdf documents in your correspondence but what about the raw power of including the information within the email or the letter itself?
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More info about the author and FileMaker in general, contact me at info@dwaynewright.com.

© 2009 - Dwayne Wright - dwaynewright.com

The material on this document is offered AS IS. There is NO REPRESENTATION OR WARRANTY, expressed or implied, nor does any other contributor to this document. WARRANTIES OF MERCHANT ABILITY AND FITNESS FOR A PARTICULAR PURPOSE ARE EXPRESSLY DISCLAIMED. Consequential and incidental damages are expressly excluded. FileMaker Pro is the registered trademark of FileMaker Inc.

Sunday
Dec072008

FILEMAKER: Sorting Revisted For Reporting Needs

From Dwayne Wright - Certified FileMaker 9 Developer
WEB: www.dwaynewright.com
EMAIL: info@dwaynewright.com
TWITTER: dwaynewright

Many times you will want to have your found set of records in a particular order for reports. By default, FileMaker records are seen in the order they were created. As a FileMaker user, you can override this sort order temporarily. This is done by running a sort command via a menu option or via a script.

The sort order is made up of particular setting for the data in one or more fields. You make a selection of a field or field that you want to sort via, the sort order (ascending, descending or other) from a dialog box and then perform the sort.

Sorting can also show up in other areas than a command for a found set of records. You can have sort orders in relationship definitions, portal views, dynamic value lists and more. You can also have sorts affect calculations and summary totals.

We covered most of the settings in the sort dialog box but I wanted to make sure we covered all of them completely. The following is a listing of the objects in the sort dialog box with a brief description of what each setting will do.

Clear All Button - When you have placed sort order items into the right hand column, you can delete them all via this button. This resets the right hand column to empty.

** Now this is a little tricky to explain but the Clear button and the Move button are the same button. It changes it’s title and behavior when you click on a listed field on the left or the right side of the dialog box.

Clear Button - The Clear button will remove one or more of the selected sort fields in the right hand column.

Move Button - This button appears as an option when you have selected a sort field in the left column. When this is the case, the Move button will move the selected field from the left column into the right hand column to be added to the sort order.

Sort Button - This button becomes active when you have one or more fields in the right hand sort order column. The sort button will perform the sort for the found set of records in the file.

Unsort Button - Will return the found set of records to their default order ( the order the records were created ).

FYI ...The next three options are used to change the sort order of a field in the right hand column. To change a sort order item, click it in the sort list and then click the ascending, descending or by value lists options. You can see the sort order change by looking back at the sort icon next to the field.

Ascending Order Radio Button - Sorts the file so the lowest values for the selected field will appear first in the following found set.

Descending Order Radio Button - Sorts the file so the lowest values for the selected field will appear towards the end in the following found set.

FYI...
Text values are sorted
A - Z by character when ascending ( alpha before omega )
Z - A by character when descending ( segway before magazines )

Number fields can include negative values and are sorted smaller numbers before larger ones when ascending ( -10 before 10 ) larger numbers before smaller ones when descending ( -10 before -1 )

Date fields can include dates in the future and are sorted the past before the future ascending ( 11/30/2003 before 12/25/2003 ). the future before the past descending ( 12/25/2003 before 11/30/2003 ).

Custom Order Based On Value List - Sorts the file so that items found first in a value list will appear first in the following found set. When the option is selected, It is used primarily for text fields but can be used in other field types as well.

Override Field’s Language For Sort - This is used to override the language settings for a field in the sort order. When chosen, it will sort the field by that language setting.

Reorder Based Up Summary Fields - This option is often overlooked but can be a great asset when doing reports in FileMaker. This feature allows you to export summary fields that are in a sub summary part. This means you can actually save a report that includes subsummary data as it’s own FileMaker file!

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More info about the author and FileMaker in general, contact me at info@dwaynewright.com.

© 2008 - Dwayne Wright - dwaynewright.com

The material on this document is offered AS IS. There is NO REPRESENTATION OR WARRANTY, expressed or implied, nor does any other contributor to this document. WARRANTIES OF MERCHANT ABILITY AND FITNESS FOR A PARTICULAR PURPOSE ARE EXPRESSLY DISCLAIMED. Consequential and incidental damages are expressly excluded. FileMaker Pro is the registered trademark of FileMaker Inc.

Monday
Nov172008

FILEMAKER: Report Custom Menu Reorganization

From Dwayne Wright - Certified FileMaker 9 Developer
WEB: www.dwaynewright.com
EMAIL: info@dwaynewright.com
TWITTER: dwaynewright


There is a related movie on this topic! CLICK HERE!

Well, the time finally has arrived in my InBizness product evolution to put my reports in sub folders under the Reports custom menu. It really didn't take me as long as I thought. I simply took the previous report that had all the reports in it, duplicate it and then remove the report custom menu items that I don't want.

Here you can see the previous reports custom menu for InBizness.

Here you can see the new reports custom menu for InBizness.

I was even able to add the module specific report sub menu to the modules custom menu.

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More info about the author and FileMaker in general, contact me at info@dwaynewright.com.

© 2008 - Dwayne Wright - dwaynewright.com

The material on this document is offered AS IS. There is NO REPRESENTATION OR WARRANTY, expressed or implied, nor does any other contributor to this document. WARRANTIES OF MERCHANT ABILITY AND FITNESS FOR A PARTICULAR PURPOSE ARE EXPRESSLY DISCLAIMED. Consequential and incidental damages are expressly excluded. FileMaker Pro is the registered trademark of FileMaker Inc.