I have a friend for whom I've done a bit of consulting helping him build some project tracking tools in FileMaker. Helped him through the basic stuff around relating tables together, doing a bit of scripting, creating some basic reports based on data he's entered... Well, now he's hooked! And would like to do everything for his business in FileMaker. His current partner does everything in Excel, and has over the years developed a project management spreadsheet he uses to track project funds, activities and generate a financial summary for their clients... Well, now I've been asked to see if it can be redeveloped in FileMaker, because my friend doesn't want multitudes of Excel sheets for every project, that he has to paw through when he wants to pull data for his other tracking tools that are in FileMaker. He'd like to be keeping all the data in one place.
His partner's Excel sheet basically tracks the date of an activity, a note about the activity (what business or consultant or company performed the activity), what kind of activity it is (each spreadsheet for each project may have anywhere from 8 to 16 different kinds of activity) and how much money was associated with that activity (credit or expense). Tracking that is not a tough deal in FileMaker, that piece I've already sketched out. Reporting on it is where I'm having problems, because he'd like FileMaker to produce a report that looks as close to what the Excel sheet looks like, including columns for each kind of activity they're tracking, with activity totals, balances, budget remaining, etc... Where I'm really really running aground is the fact that there may be any number of different kinds of activity going from project to project. Some may have 7 different kinds of activity, some may have 15 or 20.
I've included a sanitized, example version of one of his Excel files. I can't wrap my head around how best to do up a report that doesn't have a set number of fields (what would correspond to the columns in his Excel). I could do it as a great big flat file database and put in fields for every possible kind of project activity, I guess, but.... argh!
I would welcome any thoughts on how a report like the one I've included as an Excel file here could be created in FileMaker... Or if the combined expertise here figures this is something that is best left to Excel (I must admit, my thoughts have drifted that direction as I wrestle with this).
Thanks in advance!
report.xlsx