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Darren S

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  1. OK. I'll write a script to handle the export and import processes. Thanks.
  2. Thanks very much for the reply. I was hoping there might be a solution to create a copy of an FM file containing only a subset of data (based on a found set). This way I can more easily hand over data to a third party, so they can use it without going through an import process. I'll reconsider how I plan to do this. Thanks for your input, as always.
  3. Thanks for the reply. We have several consultants and we may need to send them data for all the loans they arrange. In this case a flat data structure is OK. I can do an export to any file format and send this. In other cases, I would like to send an FM file that preserves the related tables. In effect, it would be a copy of the database but only containing the desired records. Thank you
  4. Hi, I have an FM solution that manages the loans we arrange for our clients. To do this we have 2 main data tables - Contacts and Deals. We also have several other tables that contain related data. These include Loan Accounts, Security, Comments, Documents, and Notes. There are also other join tables that allow us to record other relationships (eg. Contacts - Contacts to reflect employer and employee relationships). All deal related tables have a field called 'ID_Deal' which I use to link all the related data together. I need to be able to export a Deal, which would incl
  5. Ok. I appreciate your help so far. I'll look through the links and see if I can work it out. If I find a solution I'll post it here. Cheers.
  6. Thanks, the adjustment to my calculation works for payments at the beginning of the period. With regards to future value, some loan contracts we arrange are structured with a future value or 'balloon' payment at the end of the term. For example we might finance a car which has a loan amount of $60,000 and at the end of the 36 month term there is a $30,000 balloon payment due. Excel allows for this in its PMT function. In FM I use the following formula to calculate repayments: The futurevalue is the balloon amount and advancearrears is either 1 or 0 (1 for payments at
  7. Thanks again. I used your formula and I can get it to work for payments in arrears and no future value. Do you know how I would adapt the CF to allow for payments in advance and a future value that is > 0 ?
  8. Thank you. I am using FM18. Some users are still on FM16 but I can upgrade them if required.
  9. Does anyone have a solution or workaround so that I can make this work? Thanks
  10. Hi, I need to calculate Interest Rate based on the following variables: Payment Present value Future value Term Payments in advance or arrears This is easy to do in Excel but I hav not been able to find an answer on how to do this. I looked for Custom Function and API options. Does anyone have a sample file or could point me to a solution? Thanks in advance.
  11. Thanks very much. That was so simple! The answer is sometimes right in front of me - I appreciate you pointing it out.
  12. Thanks for the reply. I went with the option to modify the script to exit after the 10th group. To do this I sort by descending order, according to Sales. This works well but will gives me the largest Sales values first. When I chart this as a Bar chart the largest values are on the bottom of the chart. I would prefer the largest to be at the top. I'm not sure how to do this using the Fast Summaries method because the number of Customers will vary. I'm not sure how to start collecting values from the last 10 groups if I were to sort in ascending order. Should I try and
  13. I have 2 fields that are used to create a simple Bar Chart layout: Customers and Sales. Each field is a list of values I have generated from summary reports using Mikhail Edoshin's Fast Summary technique. Each of the 2 fields contains many values (maybe up to 30 or 40 entries), sorted by Sales. I would like to chart the top 10 Customers (by Sales). How would I use a script to modify the data in each field to keep only the first (or last) 10 values? Thank you.
  14. I have a sales team and we are using FM to track our clients and sales. We have a server version that is hosting our solution. Each sales person has their own data file (ie. separate databases). We went down this path so that we can more easily manage the division of common and sensitive data. I am creating a 'Dashboard' where an admin user can view data from each database. I can do this manually by creating multiple External Data Source entries and adding the relevant tables in the Relationships screen under Manage Databases. Then I can add the fields I need into the various layouts
  15. I have a chart where the user can select the product type and it shows the sales for that product only. There is also an option to show total sales. My chart has a maximum Y axis value of $6,000,000. No values exceed that limit. When the user selects different products, the width of the chart changes. The Y axis limit and increments are the same. The X axis is also the same (being 12 columns - one for each month). Do you know how to fix the size of the chart? It appears to dynamically resize based on the data.
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