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Found 30 results

  1. Hello My name is Jon Petrie and I am in the same boat as you are and I am trying to setup the samthing as you are with Filemaker To keep track of my bank transactions.
  2. I have 5 tables, all related hierarchically (parent id). What I'd like to accomplish is to make a report of the whole tree. Something like: 1 (T1) 1 (T2) 1 (T3) 1 (T4) 1 (T5) 2 (T5) 3 (T5) 2 (T2) 2 (T1) ... I've tried to make subsummaries of each ID, changing the sort order, using the highest tabla as layout, the lowest, and I came to know... I can't do it. Any advise? I attach a sample file with my trail and error. 5Tables.zip
  3. This is my first time posting, and I apologize if this is the wrong place. I've only been filemakering for a few months, so again, apologies if this is a stupid problem. I could use some advice. I'm working on a solution that must create monthly reports in the following form: http://i.imgur.com/Cf4Fjic.png I've given up trying to bend the summary fields to my will, and began using the following approach: Make two new tables - Queries and Reports. In queries table, I have fields for M1, M2, M3, Region, Category, Subcategory and four result fields (M1, M2, M3 and YTD.) I also have foreign key into the reports table. Then in reports table, I portal into the Queries table. When report is run, a bunch of queries in queries table are created. The Results are populated via ExecuteSQL expressions. My question is mainly this: Is this too backwards? I feel like maybe this is too weird of an approach and I"m just missing something simple about reporting and creating summaries? Thanks!
  4. I would really appreciate some input on this, as I think I've got lost along the way trying to figure this out and whilst I have a working solution it seems somewhat convoluted (and is a bit sluggish to update)... I needed to create a report from the context of contacts so that this can display sub-summary data (sorted by contact::area and contact::category) of related survey data for each contact from the single most recent survey record (within a specified report date range) as well as count how many survey events took place in that date range. Because of the context, I concluded – perhaps wrongly – that I couldn't simply put the required summary fields in the surveys table and instead needed to pull the appropriate survey data for each contact into the parent record, then add the summary fields in that table. To do this I've added a bunch of un-stored calculation fields, namely: 1) wasOpen – since I'm working with all contacts records, this evaluates whether the contact was added after the reportEnd date or closed before the reportStart data and should therefore be included (1) or excluded (0) 2) mostRecentSurvey – calculated using ExecuteSQL( "SELECT ''||surveyDate FROM data JOIN contacts ON fk_contactID = contact_ID WHERE fk_contactID=? AND surveyDate<=? ORDER by surveyDate DESC FETCH FIRST ROW ONLY" ; "¶" ; "" ; contacts::contact_ID ; globals::reportEnd ) and used to create a relationship to a single survey record – contactID = fk_contactID AND mostRecentSurvey = surveys::surveyDate 3) survey_Q1 – answer to first question in related survey multiplied by the value of wasOpen so will only have a value if the contact is being included in the report 4) surveys_carried_out – calculated using ExecuteSQL( "SELECT COUNT surveyDate FROM data JOIN contacts ON fk_contactID = contact_ID WHERE fk_contactID=? AND surveyDate>=? AND surveyDate<=?" ; "¶" ; "" ; contacts::contact_ID ; globals::reportStart ; globals::reportEnd ) as this needs a figure for each contact whether it is included or excluded from the report. 5) summary field, total of survey_Q1 6) summary field, total of surveys_carried_out etc (There are obviously other survey questions/dates being pulled in to the parent and summarised in the same way) So when I set the global reportStart/reportEnd dates, goto the report layout, find all contacts and sort by contacts::area and contacts::category I get the required sub-summarised results, but I just feel I'm missing something and there is perhaps a better, more efficient approach... Thoughts?
  5. I have an attendance DB File that takes attendance of participants. By simply scanning their barcodes, their timestamp are recorded. on a more detailed explanation, I have three tables: Participants, Attendance and Attendance_Line_Items. The Attendance_Line_Items is presented in a portal placed on a layout from the Attendance Table. That is just the structure of the file. From the portal records, I have managed to calculate the TOTAL ATTENDANCE, TOTAL LATE participants and TOTAL EARLY participants. But I am currently faced with two major challenges: 1. How to get the Total of those that did not attend with respect to the Total Record of Participants I have? 2. How to get precisely, those Participants that did not Attend? Please, I don't know if my topic really explains my intention for this post, but i am hoping whoever reads this would understand.. Thanks
  6. Another report question. I have a report that using a summary field to total a figure for each person. It turns out you can't sort by a summary field. So if you had a report that had, Bill recruited 10, John recruited 7, etc etc, and you wanted the report to list them in order by the total recruited, what would you do? The only thing I can think of is to somehow get the data out of the summary field in to a new field for each person, then sort based on that. thanks
  7. Hi, I wonder if there is an easy way to repeat the calculated totals of sub-summary lines, say, at the end of the report. I have an invoice like this: A-Items Item A.123 $1 item A.124 $2 Item A.125 $1 Total Items A $4 B-Items Item B.012 $2 Total Items B $2 C-Items Item C.111 $5 Item C.112 $5 Total Items C $10 Grand Total $16 But, before the grand total, I would like to include a couple of extra lines. I would like to repeat all the sub-summary lines of the report once more, like this Total Items A $4 Total Items B $2 Total Items C $10 Grand Total $16 Is this possible without reinventing the wheel? Thanks a lot for any help! Gary
  8. Jeeeez guys, when I started meddling with FM, I had no Idea of the vast possibilities it has... Now, I want more and more every day. Now this is one problem I can't seem to solve so thought you might have some ideas how to do this. This is the situation: FM 11 on OSX 10.6.8. Created a database of invoices for my non profit. As it happens, a lot of people are overdue on their issued invoices. So I got the idea to create an automated script that will when I activate it create a PDF report containing invoices overdue for every person. And then compile a personalized email that attaches the PDF for that person and then sends it to them. Simple, ha? Well, I know how to create a report which has one persons overdue invoices on every page when in Preview. But I can't figure out how to make FM export each page by itself and name each file according to the data that person has. Had I managed this I think I could manage to automate the email part of the script, but I got stuck here... Now, this seems horribly complicated to me, but I guess to someone reading this it could be piece of cake. So please, if you have the time to suggest a solution, I will be eternally grateful.
  9. Trying to report unique instances of duplicates after constraining find I have the following structure; FIELDS; UniqueID Equip_ID Location TestNumber TestDate This table records each test number that a piece of equipment performs, along with the date of the test and the location. There are often multiple tests per piece of equipment on a given day. I'm trying to report the following; 1) Multiple instances of a Equip_ID in a given time period. 2) Locations transmitting from Equip_ID in a given timer period. I want to be able to take this; Equip_ID Location TestNumber TestDate 1 NewYork 111 10-5-2013 1 NewYork 112 10-5-2013 1 NewYork 113 10-5-2013 2 Utah 245 10-5-2013 3 California 345 10-6-2013 3 California 346 10-6-2013 4 Oklahoma 400 10-6-2013 4 Oklahoma 401 10-6-2013 5 Florida 405 10-7-2013 6 Illinois 450 10-7-2013 6 Illinois 451 10-7-2013 6 Illinois 452 10-7-2013 7 NewYork 500 10-7-2013 7 NewYork 500 10-7-2013 8 Florida 530 10-8-2013 8 Florida 531 10-8-2013 1 NewJersey 575 10-10-2013 And display single instances of LOCATIONS that transmitted tests from more than one Equip_ID; For the month of Oct.2013; Equip_ID Location TestDate 1 NewYork 10/2013 7 NewYork 10/2013 5 Florida 10/2013 8 Florida 10/2013 AND Display Equip_ID that transmitted from multiple locations For the month of Oct.2013; Equip_ID Location TestDate 1 NewYork 10/2013 1 NewJersey 10/2013 THANKS IN ADVANCE!
  10. I have a report that is not behaving the way I want it to and I'm not sure why. I have 4 tables that are all related to each other: Tutor -> TutorCourse -> Course -> ProgramArea "Tutor" contains the fields: TutorID FirstName LastName Email TutorStatus (active or inactive) "TutorCourse" contains the fields: TutorID CourseID TC_ID CourseStatus (active or inactive) "Course" contains the fields: CourseID ProgramArea "ProgramArea"contains the fields: PA_ID ProgramArea (There are more fields in each table but for brevity I have only shown the ones I use in the report.) The REPORT I am trying to display: -All tutors in a specific ProgramArea -Where Tutor::TutorStatus is "active" -Where TutorCourse::CourseStatus is "active" -where Course::ProgramArea is the ProgramArea specified by the user. My report layout is set to use the "Tutor" table. My results get: -All the relevant tutors without duplicates (this is what I want) -Only Active Tutors (this is what I want) -"Most" of the records have the correct "Course::ProgramArea" but some display a different one despite the Find specifying a specific one. -"Most" of the records have the correct "TutorCourse::CourseStatus" but some display "inactive" despite the Find specifying "Active". Why is my report not working and how can I fix it? Thank you!! Jason
  11. I'm using Filemaker 11. I have a table called Computers with fields:UID, Computer Name (MacBook0001, MacBookAir00002 ect.) this is a parent of the Hard Drives table which lists Hard Drive size and Hard drive type (SSD, or SATA) along with UID. I have a portal on the Computer layout which lists Hard Drive size and type that were assigned to the computer on the Hard Drive layout. I have setup basic report just listing the Computer name. I want to setup a conditional formatting on the report layout to color the computers name that only contains an SSD. test.fp7
  12. I’ve used Filemaker as a simple database for years, but now I want to create a simple report. My data is currently in Excel. Attached is a pdf depicting an example of what I hope to accomplish. Can anyone please tell me if Filemaker can accomplish my goals, and if so, how should I proceed? Thanks so much, Anna Concatenations.pdf
  13. Ok here is my problem. I have created a summary report that pulls together weekly reports for projects under a specific office of work. SO each report generated could be specific to a set area. In the report layout i set it up with a title header for the cover sheet, a sub summary section which shows each sub- group, a sub summary section that has all the project specific text and report, and then the body which has pictures and captions for the project. The pictures and captions are repetitions 1-8 of the same fields. So it is supposed to look like this ------------- title page(area name) Title Header ------------- -Sub area Sub Summary ------------- Project data info Sub Summary ------------- Picture Caption Picture[2] Caption [2] --------------- Picture [3] Caption[3[ Body Picture [4] Caption [4] --------------- Picture[5] Caption[5] picture[6] caption[6] The trouble I am having is if a user only enters, say 4 pictures instead of 8, I will have 2 blank pages that need to be removed. I didnt have much luck in sliding up cause i had pictures on both sides of a page break and the page layout was not consistent from one report to the next. I need to find a way to remove the blank page that occurs if there is less than 8 pictures with the report. Any help would be appreciated.
  14. I'm working on a cross-tab report using ExecuteSQL. I'd like to try to do it as a single eSQL statement but I'm not sure if its possible or not. I'm still a bit of an eSQL newbie. Background, the database manages work done in a condominium building. Each apartment in the building is identified by a floor and a location in the building; 1-9 for the floors and N, NE, SE, W for the location. For the report, the floor is on the vertical axis and location is the horizontal axis. Each cell in the report is a sum of apartments where the work has been completed. I have the first part of the statement working, I can grab a total number of apartments completed on each floor. What I need is the total for each location, on each floor. So far the SELECT statement looks like this. I didn't include the eSQL and the delimiter bits. It returns the floor # and the total number of apartments completed correctly. "SELECT a.\"apt_loc_floor\", COUNT (a.\"zz_ID\") FROM \"rep_Apartments\" a INNER JOIN \"accounts\" b ON a.\"zz_ID\" = b.\"zz_fk_apartment\" WHERE b.\"ac_conversion_date\" is not null GROUP BY a.\"apt_loc_floor\" ORDER BY a.\"apt_loc_floor\" I know it could be done via several eSQL statements but I'd like to try to do it with as few as possible. Any suggestions? Also, the second field for the location is "apt_loc_location" Dave Zakary
  15. Hi, I made a Filemaker Database a couple of years ago for a correspondence school, now I'm building the same thing for another school. The database has a record for each student and a field for each possible lesson they can be sent. When a lesson is sent the date goes in the appropriate field. For reporting I had no idea what I was doing, so I just made a table with a field for each lesson and a script that would search within a date range, take a record count of the returned records take that number and put it in my report table. The date range is set by global fields for the start date and the end date. The script would repeat for the 200 or so lessons that we had available. I would then have a report of the number of each lesson that was sent in a date range. I guessing that there must be a better way, I have never used a summary report, is that something that would work? If someone could point me in the right direction I would be very very grateful. Thanks heaps in advance for any help or pointers. Using Filemaker 16.
  16. I have created a new report which does a re-presentation of data already found - let's say in this case the sample found is 3k records. The report is constructed to output books by each author, for xample: Shakespeare: Twelfth Night
  17. Hey Guys, Just a quick one, I have a large report that groups products together via Style, and has totals at the bottom in the green section (I realise they arent totalling but thats not my issue) My issue is, that when I export as a spreadsheet, my products stay grouped by Style, but I cannot for the life of me get the totals to stay underneath the columns of each group! Any help or advice would be appreciated, I just want it so that its in the format below with the group of products, then the totals beneath.
  18. Hi guys! I would kindly appreciate your help! I need a report for my employees uniforms. I have the employee table where I have these variables: employeCat, shirt size, shirt amount , pants size, pants amount, shoe size, shoe amount (employeCat can be administrative, designer, reception) So, I made 3 summary fields to add up the amounts and thus obtain the totals of each item. Soo, I'm having problems when creating the report, can't get it to work. For example, I need to see the shirt size L and see how much shirts I need for that size and the amount for the category the employee is in. I. E Shirt size L, 11 required for category Administrative Pants size XL, 7 required for category Designer Same for shoes.... And of course eould also need a grand total at the bottom Thanks for your help!
  19. I have a set of order forms, in which each order form has X amounts of orders from X amounts of clients. I can summarize with a Summary field the number of orders each client has ordered on one order form (weekly order form) and now I want to make a report that tells me the breakdown from week to week, and quarter to quarter. I can get the report to break apart the weeks by quarter, and it displays each week's correct total, but it won't do a total sum of each quarter, let alone for the entire database. I've tried summarizing the weekly summary field to get the quarterly amount, either in a new field, or on a trailing sub-summary part. The new field just copies the number from the weekly summary field from the record that is active, and the other way just shows the last above record. Wanna pull my hair out! I have a feeling that the problem is in how I set up the original weekly summary field, but I just can't see how, or how to make it work.
  20. angbrav

    top 10 report

    Hi everyone! Firstly, I'd like to clarify that I'm not sure if this post fits in this section. If not, feel free to reallocated! Secondly, I'm going to present my problem: - My DB. I have a table of Clients. This table is linked to a Bills table in a 1...n relationship using the clientID. I am storing when the bill was generated. - I'm trying to generate a report which shows a top 10 of clients for a given year. The clients should be sorted for the amount of money they spent. That amount would be generated as the sum of client's bills for the year chosen. My main problem is how to sum the bills of a client for a given year. Thank you in advance, Manuel
  21. Hello, I hate to ask a question that has been answered. I always try to find the answer by searching but just havent been able to find one for this task I need to accomplish. What I am trying to do is write a script that will search fields on a report layout in several fields then omit those records that have the found values. Example: I have two fields. Department and Status I have a report with my records sorted by Last Name. I need the script to search for records that have the value 'Service' in the department field and omit all records with the value 'Service' from my report. At the same time I also need that script to search the Status field and omit all records that have the value 'incomplete' I may need it to also search the Status field to omit all records that have the value 'not attempted' I have attempted to have the script do a search of a single field and then do an 'omit multiple' but is simply doesnt omit what I am wanting it to and I am just not sure the correct way to go about structuring the script. Any ideas? I can do this manually by doing a find / omit then constrain found set but I can seem to script it correctly... I found this which seems as though I can save a manual find and omit sequence but its not clear to me how the script it shows is referencing to a saved find or if this is even a good way to accomplish wha I am looking to do. http://help.filemaker.com/app/answers/detail/a_id/4641 Thanks
  22. Hello, It's hard to describe the report problem I have. I am not sure if what I need can be done in filemaker. I need to sort by month, and conditionally add data from other tables. Please read on for the table design and the expected report layout. 3 Tables: Projects- (Each project will have one or more “children” subprojects) __kp_projectID projectName SubProject- (Each SubProject will have 1 “parent” project and 1 “child” SubProjectTask) __kp_subProjectID __kf_projectID subProjectName dateA (date field) dateB (date field) dateC (date field) SubProjectTask- (Each SubProjectTask will have 1 “parent” project ) __kp_subProjectTaskID __kf_subProjectID quantityL quantityM quantityN totalQuantity(calculation field based on quantityL,M,N) Expected Report Format: Total for dateA Total for dateB Total for dateC Month1 Year Project X ### ### ### Project Y ### ### ### Project Z ### ### ### SubTotal Month2 Year Project X ### ### ### Project Y ### ### ### Project Z ### ### ### SubTotal The ### should be of total of all Project’s SubProjects’ SubProjectTask.totalQuantity whose dateA (or B or C) fell within that month. ------------------------------------------------------------------------------------------------------------ Here is some example data: We have a project, projectH We have subProjectH1: With dateA = 1/01/11 dateB = 2/01/11 dateC = 1/01/11 We have SubProjectTaskH1A: totalQuanity = 6 We have subProjectH2: With dateA = 1/01/11 dateB = 3/01/11 dateC = 2/01/11 We have SubProjectTaskH2A: totalQuanity = 3 We have a project, projectJ We have subProjectJ1: With dateA = 1/01/11 dateB = 2/01/11 dateC = 2/01/11 We have SubProjectTaskJ1A: totalQuanity = 1 Then the report should be: Total for dateA Total for dateB Total for dateC 1/11 Project H 9 0 6 Project J 1 0 0 SubTotal 10 0 6 2/11 Project H 0 6 3 Project J 0 1 1 SubTotal 0 7 4 3/11 Project H 0 3 0 SubTotal 0 3 0 4/11 I'm at a total loss for how to approach this report. Please help. Note that the report layout formatting is a bit messed up in the post, please see attachment for actual expected formatting.
  23. Report relationship problem I have a difficulty in creating a relationship for a report and am thinking that a repeating field my be what I need. I've searched the forum but can't find a similar post but was wondering if a relationship can be based upon a repeating field? The problem I have is this We are trying to measure the value of sending out mailers to customer based upon them returning back to one of our stores. We have the three tables based on this relationship Mailings = group record that defines mailing activity i.e. letters posted in january Mailing records = a record for each individual that has been sent a mailing Invoices = invoices - the proof that a customer has returned back to store The report I am generating is based upon the mailing records in order to get the totals amongst other things: Store name Qty Mailed Orders Store 1 January Mailings 200 February Mailings 150 Store 2 January Mailings 180 February Mailings 190 I have the above working fine so far, where I'm having trouble is getting the order count through as the only relationship between a mailing and an order from what I can see is the unique customer_ID. My thinking was do I create a repeating field in the Mailings table and fill it with all of the customer_ID's then base a relationship on this field to the orders table(as well as some global date stuff) in order to pull through matching orders. Or is there a better way without using repeating fields? Although I don't even know if this repeating fields method would work anyway and if it did - it sounds like it may be a little intensive! All help is much appreciated.
  24. hi! Â I have a table which has Date, Amount and Source fields. I want to display the aggregated Amount for a particular Source grouped by Year. User can select the year range and we should be able to display aggregated Amount for all the years which fall under the selected range. ( Please refer attached screenshot: 'Required Report') Any suggestions on how to proceed with this? Â Thank you! Source.fmp12.zip
  25. Good morning everyone I'm creating a database where I have to print a report. I created the whole structure but I'm at a block. The report is on several pages and I do not find the solution to be able to have at the bottom of each page the subtotal. The section is inserted, in fact at the end of the list I find the result. But if the list is longer than a page, I do not have the data of the subtotal but I find it on the second page at the end of the list. I tried to change the field settings by setting total progressive in the options and inserting it in the footer section but I always find the total integer, while if I look at the data in the table format the field has progressive values Could someone help me on this? I have been reading manuals and internet for two days but I do not find the solution (hoping there is) Thank you all
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