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Course Overview
FileMaker Pro is an award-winning database software program that works both for Mac, Windows and Mobile users. This comprehensive four-day hands-on FileMaker Pro course focuses on the features and benefits of FileMaker with step-by-step easy to follow instructions plus mentored lab exercises. Attendees will learn how to build a sample FileMaker solution from start to finish using all of the built-in tools and templates to demonstrate the different kinds of databases you can create with FileMaker Pro. The course also covers calculations, scripting, and how to keep your data secure.
Course Outline
1 - FileMaker Platform Overview
- FileMaker Product Line
- FileMaker Version Compatibility
- Accessing a Solution
2 - Understanding a Database
- Fields vs. Records vs. Tables
- Database information vs. Spreadsheet Information
3 - Using Starter Solutions
- Choose a Starter Solution
- Quick Mobile Development
4 - Viewing and Working with Data
- Layouts
- Modes Within Layouts
- Views Within Layouts
- Records: Adding, Deleting, and Duplicating
- Working With Data
5 - Finding and Sorting Records
- Specifying Search Criteria
- Extending and Constraining a Found Set
- Using Operators in Search Criteria
- Sorting Records
6 - User-Centered Design
- Understanding User-Centered Design
- Basic Principles
7 - User-Interface Best Practices
- Objectives
- User-Interface Best Practices
8 - Creating Fields and Tables
- New Tables
- Field Types
- Create New Fields from the Field Picker
- Create New Fields from the Manage Database Dialog
9 - Layouts
- Creating Layouts
- Adding Fields to a Layout
- Layout Themes and Styles
- Creating More Layouts
10 - Layout Design Tools
- Status Toolbar and Inspector
- Layout Resizing
- Guides and Grids
- Using Layout Design Tools
11 - Reporting
- Basic Reports
- Planning for Reports
- Subsummary Reports
- Working with Charts
12 - Integration
- Sharing Data With Outside Users
- Integrating with Other Data Sources
- FileMaker Pro Connectivity Options
- Integrating with Web Services
- Working ODBC
13 - Formatting Field Objects
- Data Formatting
- Conditional Formatting
- Field Control Styles
- Value Lists
14 - Relationships
- Objectives
- Relationships
- Using Primary and Foreign Keys to Relate Tables
- Creating One-to-Many and Many-to-Many Relationships
15 - Special Layout Objects
- Portal
- Tab Control
- Slide Control
- Popover
- Web Viewer
16 - Importing Data
- Converting an Existing File
- Converting Excel Files
17 - Scripting
- What are Scripts?
- Creating and Editing Scripts
- Writing Scripts
- Buttons
- Startup Script
18 - Solution Logic: Calculations
- Mobile Functions
- Container Functions
- Aggregate Functions
- Custom Functions
19 - Solution Logic: Scripting
- Conditional Scripting
- Scripting Tools
- Script Triggers
- Custom Menus
- Using Scripts to Find Data
- Navigation
- Window Management
- Looping Techniques
- Scripting for Mobile Users
20 - Exporting Data
- To Tab-Delimited Text
- To Excel
- Sending Records as Email
- Creating PDFs
- Data Repair
21 - Calculations
- Creating Calculations
- Functions and Operators
- Number Functions
- Text Functions
- Date and Time Functions
- Logical Functions
22 - Security
- Creating Accounts and Granting Access
- Setting Up Privilege Sets
- Restricted Conditional Deletes
- Conditional Record Access
- Advanced Security & Encryption
23 - Deployment
- Deployment Options
- Introduction to Using FileMaker Server
- Deploying Using FileMaker WebDirect