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zenmom

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About zenmom

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    member
  • Birthday 08/07/1951

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  • Title
    Publisher, Editor
  • Industry
    small publishing (short stories, print-on-demand)
  • Gender
    Female
  • Location
    Salem, Massachusetts
  • Interests
    Gardening, cats, natural history... I find *everything* interesting (which is sometimes a problem, it's hard for me to focus)

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  1. Sub-records?

    Dear comment, Ah, that makes sense. I will try the two table solution. Thanks! M.
  2. Sub-records?

    Okay, I'm back! Let me give two different examples. First, tracking expenses. I'd like to be able to enter data with the basic "building block" being a receipt. If at the end of the day I've got 3 receipts, I'd like to enter the data with each receipt as a separate thing that I can track by vendor and date. Within each receipt the items might fall into various categories, as in the following three receipt examples: On a hardware store receipt, the line items might include a personal expense (table lamp for me), a "house" expense (LED lightbulbs, to be reimbursed from our co-op house account), and something that one of my housemates asked me to pick up for them (window cleaner, for which I will be reimbursed by that particular housemate). On a grocery store receipt, items might include personal groceries, supplies for a co-op house party (to be reimbursed from the co-op house account), and something I'm planning to give as a present (a personal expense, but one I'd like to track separately from food expenses). On a statement from Amazon.com, items might include clothing (personal expense for me), wrist braces (no kidding! I was just diagnosed with carpal tunnel syndrome; to be tracked as a medical expense), and a book my son asked me to order for him (for which he will reimburse me). Second, tracking vitamins & supplements. I take a number of different supplements. Many of them are combinations of different ingredients, and I'd like to be able to calculate the total amount of "x" ingredient I'm getting from all of them combined. In this case, I want to the basic building block to be each named supplement, that is, the name on the package. Here are three supplement examples: Vitamin D-3, 1000 IU. One ingredient, nothing else. Caltrate Calcium & Vitamin D3 Supplement. The supplement facts panel on the back of the package says that this contains vitamin D3, calcium, magnesium, zinc, copper & manganese. Theragran-M Premier 50 Plus High Potency Multivitamin /Multimineral Supplement. A more-or-less standard multivitamin, which contains 31 different named ingredients, including vitamin D, calcium, magnesium, zinc, copper & manganese. I want the basic unit to be the product, so (for example) if I stop taking one brand of multivitamins and start taking another one, I can add the new one (and it's component ingreds) and just mark the first product as "not current". I want to eventually be able to print out a report that lists each *product* I'm taking, and then a report by *ingredient*, so I can tell how much total calcium, vitamin D, zinc etc per day I'm getting. I assume that if I've got a receipt with one item -- or a product with one ingredient -- it would be the same structure as something with multiple parts, but would have just one part. Is there a way (that makes sense) to set up the kind of tracking that I want, given my descriptions above? Looking forward with great interest to any replies. P.S. Fitch, I love the category "twangy things". Here's a picture of my banjo:
  3. Sub-records?

    I suppose there could be different categories or subcategories, but in that case there would be many, many categories, to the point of being unwieldy. But let us sidestep that by saying they would not have different dates, just different costs, as in an invoice with n+1 line items. How would that be handled?
  4. Sub-records?

    Dear Collective Wisdom, Hi, semi-novice here! I might have asked this question a couple years ago, but if I did I couldn't find it in the archives. I'm using FM Pro 12, on an iMac OS v10.12.2 aka Sierra. (I know I'm behind the times, am planning to catch up to FM Pro 15 soon. But for now, v12 it is.) So. I'm setting up a database to track expenses. My first bash at fields is shown in the attached screenshot. (I may prune out a couple of the fields near the bottom of the list.) The db currently has 3 records, to wit: "banjo maintenance", "Revere Ware copper-bottom pot", and "FileMaker Pro upgrade", each with appropriate info in some of the other fields. The problem is, "banjo maintenance" actually consists of several different things, for example "new banjo head", "strings", and "banjo case". I'd like each of these to have their own sub-records (or whatever structure /format /thing that would consist of). Each of the sub-items might have different dates associated with them (and of course different prices). And if it's set up so that "banjo maintenance" has sub-entries, then it would make sense that "Revere Ware copper-bottom pot" would have to be structured with a sub-entry too, even it if there were only one. I'm comfortable with simple relational db's that involve more than one table, and with joining those tables, sometimes through an intermediary join table, but I'm at a loss for how to build the sort of thing I'm asking about here. I suppose it'd be something like an invoice, with a separate line for each item purchased? One of my passing thoughts was a separate table for each record that requires sub-entries, but that doesn't make any sense at all to me, especially once you start scaling it up. I tend to charge off into a thicket of possibilities, but I'd like to keep it as simple as possible. This is just for my private use, not for a large business. Thank you in advance for any suggestions you might have.
  5. Sub-summary problem

    Thank you, that's much closer to what I had in mind!
  6. Sub-summary problem

    Oooo-kay, here I go again! I'm working on an expenses db currently. For report purposes, I want it to look like this: [Category] [sub-category] [individual entries] . . . (etc.) [sub-category] total: [total by sub-c.] [next Sub-category] [individual entries] [next Sub-category] total: [total by sub-c.] (and so forth... followed by:) [Category] total: [total by Category] (and then at the very bottom:) Grand Total: [total of all items] I'm attaching the db in question, so some smart person can take a look at it. The thing that's throwing me is that *sometimes* I get a Sub-category total, and sometimes I don't. This is more puzzling to me than if they didn't show up at all. I know the data's a little rough, there will be some editing to resolve category problems for indiv items. I don't think that should be affecting the way the subtotals are displaying...? Any help would be gratefully appreciated! expenses.fp7.zip
  7. Cell "padding"?

    Hi, I'm working with FileMaker Pro v10. I'm back mucking around with it after being away from it for awhile. I find the text or data in the cells easier to read if there's a little white space between the edge of the cell and the beginning of the text. I figured out how to go to Layout Mode, then Format > Text > Paragraph and then specify an indent value. So the leading edge now has that lovely little sliver of blank space before the text starts. However, (and this is not a huge deal, just frustrating because I keep thinking there *ought* to be a way to do this), I haven't been able to find a way to do the same with the vertical spacing. I see the Line Spacing section in that same Paragraph attributes window, but making changes there doesn't seem to show up when I switch back to Browse mode. I found out how to set a default cell height size, and when I set that just a little bit high and then specify Align Vertical > Center it looks pretty close, but that's not really the solution I need, because the amount of text varies, and when it wraps around then the spacing goes strange again because the cell does not adjust to the amount of text (as I just told it to keep a default height). I know FileMaker Pro is a little clunky with certain formatting issues, but I'm wondering if any of you out there know a way to specify vertical cell padding (sort of like mini-margins for each cell). And is there any word on improved layout capabilities in a future release? TIA for any suggestions.
  8. New table won't let me add records - ?

    Ah-HA! This seems to have done the trick. In Layout mode, I went to the menu item "Layouts", and then selected "Layout Setup...". The "Show records from:" section didn't have the right info in it. I changed the entry there to Cost (the table I'm trying to work with), and I was then able to create a new record. So far, so good. Thanks for the tip!
  9. Dear Collective Wisdom (and bcooney, if you're out there!), I am once again taking a flying tackle at my health supplements db. It contains separate tables for different areas, such as Supp (the main definition of each supplement), Dose (how much to take and when), Source (where to get it), Area (what health area it supports), and so forth. There are join tables (preficed by "j" in the table name) to connect the tables as necessary. And there are various relationships defined in the relationships graph. So far so good. However, now I'm trying to add a table named Cost, which will record and further calculate the cost of each supplement. Note that each supplement can have more than one product associated with it (100mg capsules, 200mg tablets, different # of capsules per bottle, etc.), and each specific product can be purchased at more than one place. The Cost table is focused on a particular product (i.e., more specific than just the supplement name). When I had similar information in an Excel db, I was able to plug in cost, # of capsules, etc, and then have the db calculate cost per week, per month, per year. I've created a new table named Cost, and then created 10 fields. I've also created a layout named Cost, for data entry. I created a join table jProdCost to associate products with costs. And I've gone to the relationships graph and created a relationship between Product and Cost that is similar to the one between Product and Source. But clearly I've forgotten something, because FM won't let me add any new records to my Cost table, and when I go to the Cost layout, all the fields say "" What have I overlooked in setting up this new table & layout? I've looked at it until I'm cross-eyed and I can't see what's different between how things are set up with Product and Source, and with Product and Cost. I'd be most grateful for any suggestions. I've attached a copy of the db to this message. I'm still pretty much a beginner, so don't cringe too much if it's a little messy! TIA, supp_db.fp7.zip
  10. Hi all! I've got a nutritional supplements db. With some advice from bcooney (thanks!) I've got it set up with separate tables for Supplements, Areas (i.e., health areas that supplement might support), Doses, etc., plus join tables with appropriate entries and a relationships graph to tie the tables together. So far, so good... mostly. However, I've run into a problem. In the Supplements table (titled "Supp") I've got a field that indicates whether or not that supplement is currently part of the regimen. The field is named Current, and if the supplement is currently being taken, I enter a "y" in that field for yes, otherwise the field remains empty. Then if I want to work with just the current supplements, I do a Find for Current = y, which works as I expect it to. The problem is when I go to one of my other layouts, which is set up as a daily supplement report. Recently I replaced the supplement GABA with a product called GABA Calm. I added the necessary records for GABA Calm in the Supp table and elsewhere. I deleted the "y" in the Supp record for GABA and put a "y" in the GABA Calm record. I once again did a Find for Current = y. Now when I go to the report layout, I see GABA Calm, but GABA is still showing up too. Where is this ghost coming from? I was assuming that if I did a Find for all records where Current = y in the Supp table, that everything else I did would proceed with that found set. Am I wrong? What am I missing here? Any ideas gladly accepted. TIA, Marcia Morrison
  11. Conditional info for reports?

    Dear bcooney, Thanks for showing this to me, it looks like it'd fix that pesky list break problem. Unfortunately, it requires v9 and I'm still on v8.5. But hey, a good reason to upgrade! M.
  12. Conditional info for reports?

    Hello, Collective Wisdom, I've got a layout that is getting close to what I want. I request the range of records I want, and display them, organized into sub-summary lists (thanks, bcooney, for your help). The problem is that sometimes I'd like a page break before a particular sub-section, and sometimes not, depending on how long the list of items is below that particular heading (for example, the old "widows & orphans" problem with a heading and 1 item at the bottom of a page, and then the rest of the items on the next page). But I don't want a page break before *every* sub-section, because some of the sections are only a few items long, and three or four of those would fit on a page. So... is there any way to export a particular layout/ request/ sort/ "form view" combination in such a way that preserves the layout formatting, but allows one to tweak the page breaks before printing? My significant other accuses me of being a "bit twiddler", I guess that's true. Have any of you out there solved this type of problem? TIA for any advice you might have. Marcia Morrison in Salem, Massachusetts (brrrr)
  13. Conditional info for reports?

    (Apologies for the double post, my computer hiccuped which sending...)
  14. Conditional info for reports?

    Dear bcooney, Many thanks for your previous help! And... now I've got two more questions. I've slimmed down my working copy of the supplements database to fewer tables until I get the basics straightened out. I'll add the other tables (doses, cost calculations, sources?) later. For now, I've got it down to 5 tables: Area Supp jSortArea jSuppArea Dose (I'm not using Dose at the moment, but it had a lot of data I didn't want to re-enter, so I didn't delete that one.) The table Area defines the different areas of support (body systems & genetics). The table Supp lists all the supplements that show up various places on the lists. The join table jSortArea includes two fields I'm using to control the sort order, first support areas and then supplements within each area. The join table jSuppArea defines the multiple areas a supplement can support. In my layout "Report 2", I've used the format you suggested using a subsummary. It's been working fine, with just a few instances of panic when things looked strange, which turned out to be a sort issue. I figured out how to get the fields to slide up and the parts to resize as necessary, since some of the area descriptions take several lines. And I've got the majority of the data entry in the join tables done. So far so good. Also, I downloaded the white paper you mentioned. It sounds like the anchor-buoy technique is a convention for how to lay out Table Occurrences? However, trying to compare that with the examples in the FM Pro 8 Missing Manual book got me rather confused. I may print out the doc and mull it over some more later. Now to my first question. *Something* is not joined correctly, because although I'm getting headers on my layout (in Preview), they're not always the *right* headers. It's sometimes picking up one of the other areas a supplement belongs to, rather than the one I want. I've got a feeling that it's a "directional" issue, but I can't figure it out. I've reconnected the tables about a dozen different ways, which has only gotten me in worse shape. What am I missing here? My second question is fairly straightforward (I hope!) - When one of the subsummary lists breaks between pages, how does one either a) tell FM to start the section on a new page, if to do otherwise would result in a break, or have FM put something like "[section name], cont" at the top of the new page after the break? About doses data. I'm not sure I want doses in a join table. new_supp_db3.fp7.zip
  15. Conditional info for reports?

    Dear bcooney, Many thanks for your previous help! And... now I've got two more questions. I've slimmed down my working copy of the supplements database to fewer tables until I get the basics straightened out. I'll add the other tables (doses, cost calculations, sources?) later. For now, I've got it down to 5 tables: Area Supp jSortArea jSuppArea Dose (I'm not using Dose at the moment, but it had a lot of data I didn't want to re-enter, so I didn't delete that one.) The table Area defines the different areas of support (body systems & genetics). The table Supp lists all the supplements that show up various places on the lists. The join table jSortArea includes two fields I'm using to control the sort order, first support areas and then supplements within each area. The join table jSuppArea defines the multiple areas a supplement can support. In my layout "Report 2", I've used the format you suggested using a subsummary. It's been working fine, with just a few instances of panic when things looked strange, which turned out to be a sort issue. I figured out how to get the fields to slide up and the parts to resize as necessary, since some of the area descriptions take several lines. And I've got the majority of the data entry in the join tables done. So far so good. Also, I downloaded the white paper you mentioned. It sounds like the anchor-buoy technique is a convention for how to lay out Table Occurrences? However, trying to compare that with the examples in the FM Pro 8 Missing Manual book got me rather confused. I may print out the doc and mull it over some more later. Now to my first question. *Something* is not joined correctly, because although I'm getting headers on my layout (in Preview), they're not always the *right* headers. It's sometimes picking up one of the other areas a supplement belongs to, rather than the one I want. I've got a feeling that it's a "directional" issue, but I can't figure it out. I've reconnected the tables about a dozen different ways, which has only gotten me in worse shape. What am I missing here? My second question is fairly straightforward (I hope!) - When one of the subsummary lists breaks between pages, how does one either a) tell FM to start the section on a new page, if to do otherwise would result in a break, or have FM put something like "[section name], cont" at the top of the new page after the break? About doses data. I'm not sure I want doses in a join table. There are a couple different things that need to be expressed, such as how many (capsules, tables, drops, etc), and how much (in mg, mcg, and so forth), and some calculations are involved. This is why I was thinking that doses should have their own table, but perhaps I am not thinking about this the right way. And I'm still thinking about how to handle the problem of doses that change over time. Maybe by defining different "regimens"? But the fire I have to put out right now is how to list the supplements and amounts currently being taken. I'm hoping that, once I solve the immediate challenge of getting the right header to show up, I can add a couple fields to the subsummary area to display "number" (a number field) and "unit" ("capsules" or...) taken. Are you still reading? Sorry to take up so much of your time! You are very kind to provide guidance, it is much appreciated. I've attached a copy of my "slimmed down" db, with the name new supp db3, in case you have time to take a look.
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