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E-raamat: FileMaker Pro 11: The Missing Manual

4.30/5 (46 hinnangut Goodreads-ist)

Susan Prosser

Formaat: 920 pages
Ilmumisaeg: 26-May-2010
Kirjastus: O'Reilly Media
Keel: eng
ISBN-13: 9781449393700

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Formaat: 920 pages
Ilmumisaeg: 26-May-2010
Kirjastus: O'Reilly Media
Keel: eng
ISBN-13: 9781449393700

Teised raamatud teemal:

FileMaker

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Describes the fundamentals of FileMaker Pro 11, covering such topics as editing records, creating layouts, calculations, scripting, and security.

This hands-on, friendly guide shows you how to harness FileMaker's power to make your information work for you. With a few mouse clicks, the FileMaker Pro 11 database helps you create and print corporate reports, manage a mailing list, or run your entire business. FileMaker Pro 11: The Missing Manual helps you get started, build your database, and produce results, whether you're running a business, pursuing a hobby, or planning your retirement. It's a thorough, accessible guide for new, non-technical users, as well as those with more experience.

Start up: Get your first database up and running in minutes
Catalog your data: Organize contacts, to-do items, and product information with speedy data-entry and sorting tools
Create professional documents: Publish reports, invoices, and more, with ease
Add visual power and clarity: Create colorful charts to illustrate and summarize your data
Harness processing power: Crunch numbers and search text with dozens of built-in formulas
Learn advanced topics: Explore the high-level features of FileMaker Pro Advanced and FileMaker Server

The Missing Credits

xix

Introduction

(14)

Part One: Getting Started with FileMaker

Chapter 1 Working with a Database

(34)

A Very Quick Database Tour

(5)

Content Area

(1)

Scroll Bars

(1)

Zoom Controls

(1)

Understanding Modes

(1)

Opening and Closing Database Files

(3)

Opening a Database

(1)

Closing a Database

(1)

Adding Data to Your Database

(7)

Creating a Record

(1)

Entering Data

(4)

Fields for Lots of Text

(1)

Deleting Records

(1)

Understanding Browse Mode Error Messages

(1)

Navigating Your Database

(2)

Navigating Record by Record

(1)

Keyboard Shortcuts.

(1)

Finding Records

(6)

Performing a Find

(2)

Understanding Find Mode Error Messages

(3)

Sorting Records

(3)

Understanding Sorting

(1)

Beyond the Simple Sort

(1)

Multiple Sort Fields

(2)

Same Database, Different Views

(5)

Viewing a List

(1)

Viewing a Table

(1)

Creating a New Window

(1)

Hiding Windows

(2)

Automatically Arranging Windows

(1)

Saving Your Database

(2)

Saving a Copy of Your Database

(1)

Saving a Clone of Your Database

(1)

Using FileMaker's Help Menu

(1)

Chapter 2 Organizing and Editing Records

(40)

Views

(6)

Form View

(1)

List View

(1)

Table View

(5)

Advanced And Techniques

(14)

Modify Last Find

(1)

Multiple Requests

(2)

Finding by Omitting

(2)

Constraining and Extending the Found Set

(2)

Refining Searches with Find Operators

(4)

Using the And Pop-up Menu

(4)

Editing What's in Your Fields

(6)

Drag-and-drop Editing

(1)

Using the Replace Command

(2)

Find and Replace

(3)

Changing Text Appearance

(5)

Text Formatting

(2)

Paragraph Formatting

(1)

The Text Ruler

(1)

Formatting Tabs

(2)

Checking Spelling

(3)

Spell Checking with Menu Commands

(2)

Spell Checking As You Type

(1)

Managing Spelling Dictionaries

(1)

Preview Mode and Printing

(6)

Part Two: Building Your First Database

Chapter 3 Creating a Custom Database

(42)

Creating a New Database

(2)

Creating and Managing Fields in Table View

(6)

Creating Fields

(1)

Managing Field Types

(1)

Creating Records in Table View

(1)

Inserting a File into a Container Field

(1)

Exporting Field Contents

(1)

Inserting a File Using QuickTime

(1)

Understanding Layouts

(5)

The Layout Bar

(1)

The Layout Status Toolbar and Layout Mode

(1)

Layout Objects

100

(2)

Customizing a Layout

102

(21)

Editing Text Objects and Fields

103

(6)

Using the Inspector

109

(3)

Inserting a Picture on a Layout

112

(1)

Adding Lines and Shapes

113

(1)

Formatting Fields

114

(8)

Customizing a Layout's Body Part

122

(1)

Creating a New Layout

123

(4)

The Format Painter

125

(1)

Making Two Layouts Match

126

(1)

Arrange and Align Tools

127

(4)

Chapter 4 Adding Power to Your Database

131

(50)

Creating a Simple Calculation

131

(5)

Creating Fields with Manage—-Database

132

(2)

Adding New Fields to a Layout

134

(2)

Creating a Related Table

136

(9)

Understanding the Elements of a Relationship

137

(1)

Creating a Key Field with an Auto-Enter Serial Number

137

(4)

Creating a New Table

141

(2)

Creating a Relationship Between Two Table Occurrences

143

(2)

Creating and Using Portals

145

(10)

Adding a Portal to a Layout

146

(3)

Resizing and Moving a Portal

149

(1)

Context

149

(2)

Creating Records Through a Portal

151

(2)

Editing Records Through a Portal

153

(1)

Performing Finds with Related Data

154

(1)

Using Tab Controls

155

(5)

Creating a Tab Control

155

(3)

Editing Tab Controls

158

(2)

Deleting a Tab Control

160

(1)

Adding Merge Fields

160

(3)

Using Symbols to Show Important Info

162

(1)

Writing a Basic Script

163

(5)

Creating a Sort Script

164

(2)

Creating a Button

166

(1)

Applying a Script Trigger

167

(1)

Creating a Dynamic Report with the Assistant

168

(5)

Creating a Trailing Group Report

173

(2)

Changing the Default Account

175

(3)

Summing Up

178

(3)

Part Three: Thinking Like a Developer

Chapter 5 Creating and Managing a Relational Database

181

(54)

Understanding Relational Databases

182

(1)

Modeling Your Database

183

(20)

Choosing Entities

183

(4)

Finding Relationships

187

(4)

The Entity-Relationship Diagram

191

(7)

Keys

198

(2)

Join Tables

200

(3)

Creating a Relational Database

203

(9)

Creating Relationships

204

(2)

Sorting a Relationship

206

(1)

Managing the Relationships Graph

207

(5)

Using Relational Database Power

212

(8)

One Table Occurrence, One Found Set

212

(2)

Viewing Related Fields on a Layout

214

(3)

Creating a Value List Based on a Related Field

217

(3)

Lookups

220

(8)

Creating Lookups

222

(2)

Using a Relookup

224

(1)

Navigating Between Related Records

225

(3)

Reviewing Relationship Concepts

228

(7)

Bidirectionality

228

(2)

Implicit Relationships in Action

230

(5)

Chapter 6 Field Options

235

(34)

Understanding Field Types

236

(4)

Text

236

(1)

Number

236

(1)

Date

237

(1)

Time

238

(1)

Timestamp

239

(1)

Container

239

(1)

Calculation

240

(1)

Summary

240

(1)

Auto-Enter Field Options

240

(8)

Creation Values

241

(3)

Modification Values

244

(1)

Serial Number

244

(1)

Value from Last Visited Record

245

(1)

Data

246

(1)

Calculated Value

246

(2)

Looked-up Value

248

(1)

Validation Options

248

(6)

Making Validation Stricter

250

(2)

Validation Requirements

252

(2)

Storage Options

254

(7)

Global Storage

255

(1)

Repeating Fields

255

(1)

Indexing

256

(4)

Printing Field Definitions

260

(1)

Beyond Text: Container Fields

261

(8)

Pictures

262

(1)

QuickTime

263

(2)

Sound

265

(2)

File

267

(2)

Chapter 7 Layout Tools

269

(80)

Layout Parts

269

(8)

Parts in Form View

270

(1)

Parts in List View

271

(1)

Parts in Preview Mode

271

(1)

Part Setup Dialog Box

272

(1)

When to Use Each Type

273

(1)

Arranging Parts

274

(3)

Layout Types

277

(8)

Standard Form

277

(1)

Table View

277

(1)

List View

278

(1)

Report

278

(1)

Blank Layout

278

(1)

Labels or Vertical Labels

278

(1)

Envelope

279

(1)

Renaming a Layout

280

(2)

Setting Layout View

282

(1)

Found Sets and Layouts

282

(1)

Layout Setup

283

(1)

Manage Layouts

284

(1)

The Inspector's Data Tab

285

(6)

Field Control

286

(5)

Advanced Field Controls

291

(14)

Edit Box

291

(1)

Drop-Down List

291

(2)

Pop-Up Menu

293

(1)

Checkbox Set

294

(1)

Radio Button Set

295

(1)

Drop-Down Calendar

296

(1)

Auto-Complete

297

(3)

Repetitions

300

(2)

Display Data From

302

(1)

Field Behavior

302

(3)

Data Formatting

305

(12)

Number Formatting

306

(3)

Date Formatting

309

(2)

Time Formatting

311

(1)

Timestamp Formatting

312

(1)

Graphic Formatting

313

(4)

Buttons

317

(5)

Creating Buttons with the Button Tool

317

(2)

Turning an Existing Layout Object into a Button

319

(1)

Making a Button Not a Button

320

(1)

Button Actions

321

(1)

Tab Order

322

(3)

Customizing the Tab Order

323

(1)

Fixing the Tab Order in the People Database

324

(1)

Preserving the Automatic Order

325

(1)

Merge Fields

325

(3)

Merge Variables

328

(1)

Tooltips

329

(1)

Autoresizing

329

(8)

Autoresizing in List Layouts

336

(1)

Creating Layouts for Printing

337

(12)

Visualize the Result in Preview Mode

337

(1)

Print Margins

338

(2)

Columns

340

(2)

Sliding Layout Objects

342

(7)

Chapter 8 Understanding Calculations

349

(34)

Understanding Calculations

349

(5)

Creating a Calculation

351

(3)

The Structure of a Calculation

354

(13)

Using Fields in Calculations

355

(1)

Using Constants in Calculations

356

(1)

Using Operators in Calculations

357

(5)

Functions

362

(4)

Expressions

366

(1)

Using a Related Field in a Calculation

367

(3)

Understanding the Specify Calculation Dialog Box

370

(4)

Table occurrence context

370

(1)

Field list

371

(1)

Operators

371

(1)

Function list

371

(1)

Result Type

372

(1)

Calculation Box

373

(1)

Repetitions

374

(1)

Changing the Standard Evaluation Behavior

374

(1)

Auto-Enter Calculations

374

(3)

Validate Data Entry with a Calculation

377

(3)

Replacing Data Using a Calculation

380

(1)

Comments

381

(2)

Chapter 9 More Calculations and Data Types

383

(30)

Number Crunching Calculations

383

(4)

Number Function Types

383

(1)

Using Number Functions

384

(3)

Going Beyond Basic Calculations

387

(3)

Reviewing the Data and New Business Rules

387

(1)

Planning the Calculations

388

(1)

Constructing the Calculation

389

(1)

Text Calculations

390

(14)

Text Functions

392

(9)

Text Formatting Functions

401

(3)

Date and Time Calculations

404

(6)

Math with Dates and Times

405

(2)

Parsing Dates and Times

407

(1)

Calculations that Create Dates and Times

408

(2)

Containers in Calculations

410

(3)

Calculations with Pictures, Sounds, Movies, and Files

410

(1)

Calculations with References

411

(2)

Chapter 10 Understanding Scripts

413

(42)

Understanding Scripts

414

(1)

Your First Script

414

(12)

Preparing the Database

415

(1)

Planning Your Script

415

(1)

Creating Your Script

416

(6)

Improving Your Script

422

(4)

Shortcuts to the Edit Script Window

426

(1)

The Importance of the Layout

427

(1)

When to Switch

427

(1)

Running Scripts

428

(5)

The Scripts Menu

428

(2)

Buttons

430

(1)

Script Triggers

430

(1)

Performing Scripts When a File Is Opened and Closed

431

(1)

Timer Scripts

432

(1)

Organizing Your Scripts

433

(2)

Creating Script Folders

433

(2)

Creating Menu Separators

435

(1)

Branching and Looping in Scripts

435

(10)

Branching with If, Else If, Else, and End If

435

(7)

Testing Multiple Conditions

442

(1)

Looping

443

(2)

Script Triggers

445

(10)

Creating a Simple Script Trigger

446

(1)

Layout Triggers

447

(3)

Object Triggers

450

(5)

Chapter 11 Exploring Script Steps

455

(54)

Go to Layout

455

(1)

Go to Object

456

(3)

Scripting for Fields

459

(14)

Navigating Fields

459

(1)

Editing Commands

460

(1)

Selecting Text

461

(1)

Editing Field Data

461

(5)

A Field Script in Action

466

(4)

Other Steps That Work with Fields

470

(3)

Working with Records

473

(11)

Creating, Duplicating, and Deleting Records

474

(1)

Navigating Among Records

475

(3)

Opening, Reverting, and Committing Records

478

(3)

Copying Records

481

(2)

Working with Portals

483

(1)

Finding Records

484

(10)

Performing People's Find Requests

484

(4)

Static Find Requests

488

(2)

Using a Variable to Create Dynamic Find Requests

490

(3)

Constraining and Extending the Found Set

493

(1)

Omitting Records

493

(1)

Modify Last Find

494

(1)

Sorting Records

494

(1)

Sorting Records with an OnRecordLoad Trigger

495

(1)

Working with Windows

495

(7)

Creating Windows

495

(2)

Bringing a Window to the Front

497

(1)

Closing a Window

498

(1)

Moving and Resizing Existing Windows

499

(1)

Other Window-Related Script Steps

500

(2)

Working with Files

502

(1)

Opening and Closing Files

502

(1)

Save a Copy As

502

(1)

Other File-Related Script Steps

503

(1)

Printing

503

(1)

Other Script Steps

504

(5)

Open URL

504

(1)

Dial Phone

504

(1)

Set Web Viewer

504

(1)

Execute SQL

505

(1)

Flush Cache to Disk

506

(1)

Exit Application

506

(3)

Part Four: Becoming a Power Developer

Chapter 12 Applying Developer Utilities

509

(50)

Copying and Pasting Database Structure

510

(3)

Importing Tables and Fields

510

(1)

Copying and Pasting Tables

511

(1)

Copying and Pasting Fields

512

(1)

Copying Scripts and Script Steps

512

(1)

Script Debugger

513

(8)

Controlling Script Execution

514

(3)

Breakpoints

517

(1)

Examining Errors

518

(1)

Pause on Error

519

(1)

The Call Stack

519

(1)

Working with the Debugger Window

519

(2)

The Data Viewer

521

(3)

The Current Tab

521

(1)

The Watch Tab

522

(2)

Disable Script Steps

524

(2)

The Database Design Report

526

(6)

Generating the DDR

526

(2)

Using the DDR

528

(2)

Finding Broken Elements with the DDR

530

(2)

Custom Functions

532

(6)

Defining a Custom Function

534

(1)

Editing Custom Functions

535

(1)

Sharing Custom Functions

536

(2)

Custom Menus

538

(12)

Editing a Menu

540

(3)

Creating a New Menu

543

(1)

Using Existing Commands

544

(1)

Submenus

545

(3)

Removing a Menu

548

(1)

Installing Custom Menu Sets

548

(2)

Developer Utilities

550

(5)

Using the Developer Utilities

551

(4)

Delivering a Runtime Solution

555

(1)

File Maintenance

555

(4)

Chapter 13 Advanced Relationship Techniques

559

(42)

Advanced Relationships

560

(7)

Self-Join Relationships

560

(3)

Multiple Criteria Relationships

563

(3)

Relationship Operators

566

(1)

Portal Filtering

567

(3)

Understanding Table Occurrences

570

(5)

Table Occurrence Groups

575

(13)

Listing the New Elements You'll Need

576

(2)

Understanding Table Occurrence Groups

578

(3)

Creating a New Table Occurrence Group

581

(3)

Building the Assign Expenses Layout

584

(4)

Understanding Graph Arrangements

588

(3)

Connecting Database Files

591

(3)

Adding a Table Occurrence from Another File

591

(1)

Defining Data Sources Using a Path

592

(2)

Using Multiple Relationship Techniques

594

(7)

Creating the Invoice Finder Layout

595

(6)

Chapter 14 Reporting and Analysis

601

(42)

Summary Fields and Sub-summary Parts

601

(11)

Summary Fields

601

(3)

Other Summary Field Types

604

(4)

Advanced Sub-summary Parts

608

(3)

Leading and Trailing Grand Summaries

611

(1)

Sub-summary Parts and Printing

612

(1)

Web Viewer Objects

612

(6)

Putting a Web Viewer on a Layout

613

(2)

Web Viewer Options

615

(3)

Conditional Formatting

618

(6)

Conditional Formatting of Fields

618

(2)

Conditional Formatting of Text Objects

620

(2)

Advanced Conditional Formatting

622

(1)

Removing Conditional Formatting

623

(1)

Basic Charting (found set charts)

624

(5)

Chart Formatting

629

(2)

Charting and Reports

631

(4)

Picking the Right Fields

633

(1)

Choosing an Appropriate Layout Part

633

(1)

Using the Correct Sort Order

633

(2)

Advanced Charting

635

(8)

Delimited Data

635

(3)

Related Records

638

(5)

Chapter 15 Advanced Calculations

643

(30)

Understanding Boolean Functions

644

(4)

Using the Self Function

646

(2)

Using Storage Options

648

(4)

Understanding Stored and Unstored Calculation Fields

648

(4)

Global Calculation Fields

652

(1)

Logical Functions

652

(7)

Conditional Functions

652

(4)

Constructing a Conditional Calculation

656

(3)

The Let() Function and Variables

659

(4)

Defining Calculation Variables

659

(1)

The Life of a Variable

660

(3)

Nesting Let Functions

663

(1)

Recursion

663

(4)

Step 1: Solve the First Case

664

(1)

Step 2: Assume Your Function Already Works, and Use It

665

(1)

Step 3: Find a Stopping Point

666

(1)

Plug-Ins

667

(6)

Installing Plug-ins

669

(1)

Old and New Plug-ins

669

(1)

Finding Plug-ins

670

(1)

Creating Your Own Plug-ins

671

(2)

Chapter 16 Advanced Scripting

673

(56)

Commenting Scripts

673

(2)

Importing Scripts

675

(1)

Communicating with Database Users

676

(4)

Showing a Simple Message

676

(1)

Asking a Simple Question

676

(4)

Organizing Complex Scripts

680

(6)

The Perform Script Script Step

682

(1)

Halt Script and Exit Script

683

(3)

Script Parameters

686

(3)

Script Variables

689

(3)

Handling Errors

692

(5)

The Set Error Capture Script Step

694

(1)

The Get ( LastError ) Function

694

(2)

The Allow User Abort Script Step

696

(1)

Advanced Script Triggers

697

(7)

Install OnTimer Script

697

(1)

Keystroke Triggers

698

(6)

Putting a Complex Script Together

704

(25)

Planning the Script

704

(1)

Considering Exceptions

705

(2)

Creating Subscripts

707

(4)

Finishing the Subscripts

711

(13)

Testing Scripts

724

(5)

Part Five: Integration and Security

Chapter 17 Sharing Your Database

729

(32)

FileMaker Network Sharing

730

(5)

Setting Up a Host Computer

730

(2)

Opening a Shared File

732

(1)

The Open Remote File Dialog Box

733

(2)

Sharing over the Internet

735

(6)

Turning on Web Sharing

735

(3)

Connecting from a Web Browser

738

(2)

Custom Home Page

740

(1)

FileMaker Server

741

(16)

File Compatibility

742

(1)

Installing FileMaker Server

743

(4)

Administering FileMaker Server

747

(10)

Testing Your Server

757

(1)

Server Hardware

757

(4)

Chapter 18 Adding Security

761

(38)

How Security Works

761

(2)

Who Gets Access

762

(1)

What They Can Do

762

(1)

Privilege Sets

763

(19)

Understanding Privilege Sets

764

(1)

Understanding Individual Privileges

765

(17)

Managing Accounts

782

(6)

Adding a New Account

784

(2)

External Authentication

786

(2)

Extended Privileges

788

(2)

Creating an Extended Privilege

788

(1)

Checking for an Extended Privilege

789

(1)

Assigning Extended Privileges

790

(1)

Managing External File Access

790

(4)

Scripts and Security

794

(5)

Detecting Privileges in a Script

794

(1)

Handling Security Errors

795

(1)

Running Scripts with Full Access Privileges

795

(1)

Managing Security with Scripts

796

(3)

Chapter 19 Sharing Data with Other Systems

799

(52)

Sharing Your Data with Others

799

(6)

Save/Send Records As

800

(5)

Snapshot Link

805

(1)

External SQL Sources

806

(13)

Setting Up ODBC

808

(4)

Connecting FileMaker to a SQL Data Source

812

(2)

Adding SQL Tables to a FileMaker Database

814

(4)

Using SQL Tables

818

(1)

Exporting Data

819

(7)

Grouped Exports

821

(5)

Importing Data

826

(11)

Recurring Import

830

(4)

Importing over Existing Data

834

(2)

Creating Tables on Import

836

(1)

Creating a New Database from an Import File

836

(1)

Converting Older FileMaker Files

837

(1)

Import Data Sources

837

(8)

File

837

(1)

Folder

838

(1)

Digital Camera

839

(2)

XML Data Source

841

(2)

Bento Data Source

843

(1)

ODBC Data Sources

844

(1)

Importing and Exporting in a Script

845

Save Records Script Steps

846

(1)

The Import Records Script Step

847

(1)

The Export Records Script Step

848

Part Six: Appendixes

Appendix A: Getting Help

851

(12)

Appendix B: FileMaker Error Codes

863

(8)

Index

871

Susan Prosser is a reformed journalist who's stopped trying to bring information to the people and now helps them manage the data they already have. She is a FileMaker Certified Developer and has developed FileMaker databases for 12 years, and also trains and writes curricula for other developers. Stuart Gripman is the founder of Crooked Arm Corp, a full-service FileMaker Pro consulting and development firm based in Berkeley, California. A FileMaker Certified Developer, he has written for both Macworld and MacLife.

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