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Found 8 results

  1. I am trying to chart and analyze sale data. In particular, "Most popular product(from a specific product category) this quarter/month/year/etc" and things of that nature. In this database there are several tables: I will try to explain how they are linked Sales Order -Sales Order Line Item --Product Product Category -Product --Sales Order Line Item For example, I want to see the most popular product during a certain fiscal quarter do do so, I need to filter the line items by the following criteria and then have a calculation of the sum of found line items grouped by product * order quantity: Based on the tables this criteria needs to be met: SalesOrder::OrderStatus /= "Open" (not equal) (i.e. closed/completed orders) SalesOrder::Year=CurrentYear SalesOrder::Quarter = Fiscal Quarter(or can be month or can be omitted entirely) Product::Category="my category"(whatever) I've tried many solutions and getting somewhat close, but I get stuck with Un-Index-able match fields(keys) dues to calculations from related tables or circular references. Any tips would be great. Lastly, I think I can accomplish the same thing with a script and perform multiple searches against the LineItems based on related tables, but wanted to know if there is a more direct way via the relationship graph. I'm happy to provide more details if needed. Thanks in advance.
  2. Hello everybody, I'm just returning to FileMaker development after years away. The last time I developed in FileMaker was... version 6!!! Wow, has a lot changed, and thank goodness it has. I'm trying to understand FileMaker database schema design. I have a decent knowledge of normalized database forms, but the concepts of having multiple Table Occurrences, and Table Occurrence Groups, are quite foreign to me. I understand what they are on the Relationship Graph, but I don't yet understand how to plan and use them while constructing my solutions. Can you direct me to some good tutorials on these topics? I imagine I'll need to examine more than one tutorial (and sample files) in order to truly grasp the concepts, so the more the better! Many thanks!
  3. Hi everyone,  I'm pretty new to FileMaker but I've had quite a bit of experience designing databases for MySQL and web applications. So I've got a pretty good handle of how to design a database and define relationships, but this one has been throwing me for a loop.  I've been trying to figure out for ages how to streamline data entry for the company that my husband and I own, I was working on a web solution and then found FileMaker and realized that, if I can get it set up right, it will do exactly what we need.  Our business works like so (it's so unlike the traditional "Customer orders products 1, 2, and 3 and we invoice them for those" that I feel I have to explain it):  We run a product consignment program for customers. When we get a new customer, we provide them with a "menu" of products they get from us. For example, Customer A has products 1, 3, 5 and 7. Customer B might have products 2, 3, 6, 7, 8 and 9. But no customer is ever going to have every product that we carry.  When we "install" the products for the first time, we create a par level for each product. So Customer A's par level for Product 1 might be 10. We check each customer periodically throughout the month (or maybe not at all if they are slow) and, ideally, we add product to bring each par back to its preferred par level. At the end of each month, we count the products and the customer is billed for what they used.  Every time we go to check a customer's consignment inventory, we use what we call a Service Form (it's similar to a Purchase Order, I suppose). A Service Form contains the Customer's name, date serviced, who serviced it (our representative) their product menu and pars, as well as the product counts: Previous Count (which is pulled form the previous Service Form's Final Count), Current Count, Number Replaced, and Final Count. This then gets a signature and is emailed to certain people on the Customer side and our side. Currently, I create a Service Form for each Customer with their particular Products List as a fillable PDF and we use iPads and capture signatures, so my end goal is to be able to have FileMaker parse all the data from Service Forms utilized by FileMaker Go.  Example of a Service Form:  So, if a Customer is busy, we might see them every week and have a new Service Form with lots of entries for each product in the Number Replaced column. The Service Forms' data will be parsed at the end of each month after the last service call has been done, and invoiced for what was used.  It just seems like a lot of complex relationships, and I'm not entirely sure I have my ERD set up just right to handle it all.  Here is what my ERD looks like right now:  Can anyone see any errors with this, or should it work? I'm anticipating the trickiest bit is going to be the scripting to populate the CustomerProducts with the correct ServiceFormLineItems.  Thanks! Bec Â
  4. Hi everyone,  I'm  new to Filemaker and have a beginner question about how to structure my tables (ERD'style).  Here's the situation:  I want to create a database in which I connect three entities:  1. Clients 2. Invoices 3. Artworks/Artists  - Clients can have multiple invoices - Invoices can have multiple artworks (however, every artwork is unique!! unlike generic products) - Artworks/Artists: every artwork is unique, and one artists can have multiple artkworks  *I would like to add a feature in which I can connect multiple pieces of art with multiple clients - I call this "interests". To avoid to creating a many to many relationship I created a separate item for this.  In the file I added is a first attempt to create a good relationship model. However, it does not seem to connect properly.  Any ideas on how to structure these entities in a good way are more than welcome. Tips, suggestions, and examples too!  Thank you,  ReepRutger  Â
  5. I hope I can make myself understand correctly (I’m not English native speaker). I’m trying to find out the correct ERD for this. I have properties (Table), owners (Table) ONE property can have MANY owners (no problem with that), but after this, there are many things that can change and I don’t know how to face them. - Let’s say: A boat has two owners. Each one have 50% of the ownership. First owner sells his part to a third one. Now I need some kind of historical because owner 1 has been so from XX/XX/2015 to today and owner 3 from today until ... - Another example: John owns a house (100%), since XX/XX/XXXX until today that he sell a 50% to his wife Mary. I have to set the new owner and that John doesn’t own the 100% of the house from now on (but keep track of the past situation). Should I have a third table for the changing situations (dates and other changes like the percentage of property)? Would this be a join table between properties and owners? Thanks for your help.
  6. I run a school and keep track of everything school-related in an FMP12 DB on Mac OS 10.11. I used to be more immersed in FMP, but now I'm a bit rusty with some of the logic. Last year I kept track of all non-tuition expenses (books, supplies, elective courses) in one table (ItemPurchasers), and that was sufficient for manually tracking what each student owed. But it didn't allow me to easily see at a glance which students ordered Item X or signed up for Elective Y. ItemPurchasers was not a join table since I did not keep a table of Items to select from (hence the manual aspect). So in order to know how many of book X or elective Y....it seems that I need to make an Items table and turn the ItemPurchasers into a join table. So for this step, I'm wondering if it is a better design to have ONE Items table and ONE join table or is it better for books, supplies, and electives to EACH have their own table, each with their own join (shopping cart) tables between them and the Students table? [I already have all tuition data in it's own separate tables]. This seems to me like it ought to be an easy question, but for some reason I find it difficult to answer, not knowing what pros and cons I may not be aware of. Potentially related to this question is whether I should have a Year field [as a related field?] for each elective and book and supply item. There are very few books, supplies, and electives, and these are all mostly the same items year after year....but their prices change. It seems inelegant to have a table like this... Book A 2015 $40 Book A 2016 $45 Book A 2017 $48 just to ensure that the changing price doesn't screw up old records, but it feels safer. I'm guessing these are easy answers to those of you who do this a lot. Thanks so much for your input.
  7. Hello, I'm a FileMaker newbie, attempting to build a database to track invoices & payments for a food broker. I can find plenty of information on straight invoicing, but here's my issue - because this is a brokerage, I have both prinicipals (the suppliers) and customers - we are the middle men. (We work with roughly a dozen principals and over a hundred customers) The principals invoice the customers directly, and we are paid a commission (usually monthly but this varies from principal to principal). What I am trying to create is a database where we can generate POs (pulling from both a Principals and a Customers table), pull from Items table (description, cost, price, etc), and track to confirm that we are paid the correct commission (again, rates vary by principal) at the end of the month. So, an order entry system basically. I do not need to track inventory at all. I am stuck on even getting an ERD on paper, what I'm imagining looks something like: Customers -<PO>-Principals and PO-<LineItems>-Products. Does this seem right to you FileMaker gurus out there? I first attempted modifying the Invoices Starter Solution in FM12 but can't seem to make that work. Complicating matters is the fact that the cost of items changes almost weekly and customers are invoiced by the cost at the time they placed their order, however if I read the UserGuide correctly I should be able to achieve this by using a Lookup, correct? I'm also trying to decide whether to have a seperate Contacts table with info and join that to both Principals and Customers, rather than duplicate a lot of fields such as Phone, City, etc. Any help walking through this is much appreciated. Also my searches of this and other forums for ERD models for similar, broker-type situations has come up empty. If you're aware of any resources I'd very much appreciate a link or nudge in the right direction! Many thanks, Jeanine
  8. I am trying to set up a database to calculate and report exhaust emissions from diesel engines and am stumped at Step #1: The infamous Entity Relationship Diagram! I am looking at a few thousand engines and need to calculate how much of what kind of pollutants they kick out into the air. I have spreadsheets that list the Year of Manufacture, the horsepower, the serial number, how long the engine ran during a given year and how much fuel it consumed during that year. I also have some spreadsheets that list what the Emission Factors, usually expressed in pounds per hour operated or pounds per gallon of fuel consumed, for each of the two dozen chemical compounds I’m interested in tracking. Those emissions are relatively simple to calculate: Multiply the Emission Factor times the number of hours operated (or times the gallons of fuel consumed) and we’re done. Except for the fact that the Emission Factors are based on the Year of Manufacture and, in some cases, the horsepower rating of the engine, so I have to circle back around to the Engine table: I don’t know how to connect the emission factor for, say, Arsenic to a specific engine, say a 154 hp Chevy made in 2014, based on that engine’s year of manufacture and hp rating. So my ERD keeps looking something like this: Engines --->Emission Factors--->Engines or Engines ---< Emissions >---Emission Factors--->Engines My computer keeps puking ones and zeroes all over my keyboard when I try either setup in my Relationship Graph! The only other way I can think of accomplishing these seemingly simple calculations is to write a boatload of scripts with variables, but I’m not even sure I could come up with all of the combinations/permutations involved. And, unfortunately, I can’ even spell SQL, let alone know how to execute one of ‘em! I have attached a (simplified) copy of the spreadsheets I currently use to better explain my problem. I hope one of you will find this to be mind-numbingly simple and explain how it should be done. Thanks very much for your time and consideration. Sincerely, Guy Engine Emissions Calc Sheet MOD for FMF.xlsx
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