My.ADVISOR.com Sign-In
Username
Password
Sign Up 
Go to Article
Advanced Search 

REPORTING

Complex FileMaker Pro Reporting? It All Depends!

Make reporting easier for users with this application of conditional value lists.

 DOWNLOAD (22,522 bytes) -- Code for adding complex finds to your solutions.
By Michael T. Rocharde

UNLOCKED -- This article is provided to subscribers of FILEMAKER ADVISOR or DATABASED ADVISOR or FILEMAKER ADVISOR. To subscribe or renew, go to Advisor Store.

In the October/November 2007 issue, I discussed a methodology for creating reports without using a single find request. I showed how to use a series of complex relationships where the user selects one or more checkbox values from a global field. Those selections then display a second set of checkboxes to choose from and so on until the user has chosen all the criteria for the report. You then perform a go to related record (GTRR) script step to take the user to the report he wants and display it instantly.

Figure 1: Client list -- Your starting point for this exercise.


Figure 2: Primary relationship -- This is a filtering system, so you select a value (or values) in the global fields and that will display all matching records from your index value.


Figure 3: Index values -- The alpha listings in the file. As new records are added with different letters of the alphabet so the alpha listing will increase.


Figure 4: Results for checked index letters -- All matching records are now shown waiting for the user to make a selection or selections.


Figure 5: Complete relationship graph -- The complete relationship structure required for this technique to work.


Figure 6: Matching_Clients relationship -- Notice the non-equality between G_ClientID and ClientID.

For that article and technique, I used a set of conditional value lists cascading downward.


In this article, I'll discuss another use of conditional value lists and show you a technique that's powerful but simple to set up and use. For this example, say you have a large client list (figure 1) you want to be able to filter down and select just a few (or even many) clients.

The index field is simply a calculated field that provides the first letter of each name. The calculation:

left(name,1),

... is a text value and a stored calculation. You store it so you can use it in the destination side of your relationship.

In the home table (which you use to store the non-indexed side of the relationships), you have a global field called G_Index set to display all the values from the Index field as checkboxes. Figure 2 shows the relationship.

You set the G_Index field to display values from the recordset index field so the user only sees letters for which there are matching records (figure 3 and 4). If you used all the letters of the alphabet and numbers from 0-9, there would be many selections for which there would be no matching records and that could cause confusion.

So far, I've shown you nothing out of the ordinary, but now it gets fun. First add another global (text) field to the Home table and call it G_ClientID. You'll use this field in the relationships called Matching_Clients and Selected_Clients. In the Selected_Clients relationship, you're simply linking G_ClientID to ClientID (figure 5).

In the Matching_Clients relationship (figure 6), you'll see that Index = G_Index and ClientID ? (not equal to) G_ClientID.

You might be wondering why I'm doing things this way, but bear with me and it will make sense shortly!

Complex Reporting? It All Depends!

No reader comments ... yet.

    What do YOU think about this topic? Share your advice and thoughts using this form.

    Your Name

    REQUIRED : PUBLIC

    Your E-Mail

    REQUIRED : PRIVATE

    Job, Company

    OPTIONAL : PUBLIC

    City, State, Country

    OPTIONAL : PUBLIC

    Your Web Site

    OPTIONAL : PUBLIC

    Your Comment

    Please help everyone by keeping your comments on-topic, using clean language, and not defaming or making personal attacks.


    Your e-mail address is required, but it will not be displayed to the public or given to anyone. See our Privacy Policy. Comments become visible after they pass our spam filter, and spammers and abusers are permanently blocked. Please report spam or abuse.

    Michael Rochard was born in England and has been a full time professional FileMaker developer since 1987. He co-founded the first FileMaker-only consultancy in the UK. Michael has worked with many Fortune 500 companies and has developed solutions for virtually every industry. He specializes in highly visual intuitive interfaces. Michael works as a consultant for Excelisys but also has his own company, TimeGain Software, which provides Web site design, graphic design, and business development services in addition to FileMaker development. rochard@timegainsoftware.com or rochard@excelisys.com

    Printer-friendly
    page layout

    Keyword Tags: FileMaker, FileMaker Development, FileMaker FileMaker Pro, Reporting

    ADVISORAMA
    The more you speak of yourself, the more you are likely to lie.

    ARTICLE INFO

    FileMaker Advisor

    Web Edition: 2008 Week 13, Doc #19418

    Print Edition: April/May 2008, Page 56

    SUBSCRIBER ONLY ARTICLE LOCKED


    File: Code for adding complex finds to your solutions.
    DOWNLOAD: 22,522 bytes

    Subscribe to FileMaker Advisor Magazine

    Read the advanced guide to creating custom business database solutions with FileMaker software. Subscribe now to gain access to all the archives and downloads.

    FileMaker.Advisor.com

    Subscribe to Advisor Basics of FileMaker Pro

    Learn the fundamentals of using FileMaker Pro software. Every issue gives you step-by-step instructions on creating the databases you need. Subscribe now!

    FileMaker.AdvisorBasics.com

    Secrets Of The Top Experts -- Now!

    See exactly how to do it, step-by-step, in Advisor Academy CDs created by the top experts. Click to see what you can learn right now.

    AdvisorAcademy.com

    Free E-Newsletters

    Keep up! Hot News, How-To, Tips & Tricks, Expert Advice, and more. Click to request your's free.

    AdvisorUpdate.info

    Need Know-How Now?

    What direction are you going with your business? Advisor Guides are packed with the answers you need to work smarter. Can you afford to fall behind?

    AdvisorStore.com

    Showcase Your Smarts

    Submit your tips, techniques and advice and let Advisor promote your business and build your career. Show the world what you know!

    AdvisorTips.com

    Use of this or any other site, content, product or service of Advisor Media constitutes acceptance of Terms of Use.
    Portions copyright ©1983-2008 Advisor Media, Inc. All Rights Reserved.
    Reuse or reproduction of any portion or quantity of Advisor Media's copyrighted content, in any form, for any purpose, requires written permission.
    ADVISOR®, the ADVISOR logo, and other names and logos that incorporate ADVISOR are registered trademarks, trademarks or service marks of Advisor Media, Inc. in the United States and/or other countries.
    Other trademarks are used for identification, editorial or descriptive purposes and are the property of their owners.
    rochm007 posted 03/24/2008 modified 05/05/2008 03:45:55 AM ztfmfd/ztfmfd
    domino-144.advisor.com my.advisor.com 05/09/2008 05:42:39 AM