Category Archives: Version: FM 13 or later

Virtual List Reporting, part 3

Last year I posted a couple articles on the topic of virtual list reporting (part 1 and part 2), a.k.a. VLR. Today we’re going to look at some additional things you can do with VLR, and to avoid a lot of repetition, this article will assume the reader is familiar with the material covered in part 1, wherein benefits are extolled and fundamentals explained.

2017-07-21_18-46-06

Demo file: VLR-part-3.zip  (3.4 Mb compressed)

Did you notice in parts 1 and 2 that we were limited to producing a single report at a time? Yes, we could sequentially output them and concatenate them into a PDF, but we couldn’t display multiple reports on-screen simultaneously, nor could we interact with them in browse mode.

This time around we’re going to look at a method to produce multiple independent reports concurrently, each in its own window, based on a single virtual list table. This will entail generating a large number of dynamically instantiated $$vars[withReps], so we will also explore a way to automatically clear them out (without the overhead of having to keep track of them during instantiation).

Disclaimer/Warning: before running multiple Customer reports, open your Data Viewer and activate the Watch tab. You don’t want to display the Current tab with 5K or more variables in memory, unless you’ve got a lot of… time… on… your… hands.

Continue reading

PDF with Embedded Links

Author’s note: I’d like to offer a big thank you to Christian Schmitz of Monkeybread Software, not only for creating and continually improving a fantastic plug-in, but also for promptly and patiently answering my many questions.

A few weeks ago we looked at creating a table of contents for a PDF containing nine individual reports. The article ended by asking a somewhat rhetorical question…

Now that we have a table of contents for our master report, wouldn’t it be nice if we could hyperlink each TOC entry to its corresponding report within the PDF?

2017-02-10_180551

FileMaker doesn’t provide a built-in way to accomplish this, but it can be done using a combination of the MonkeyBread plug-in + DynaPDF Lite, and this will be explored in my next article.

…and today we’re going to dig into the nuts and bolts of what it takes to make this happen.

As usual, we have a demo file (Embedded PDF Links), but since it will only work for developers having licensed copies of the above-mentioned products, here is a PDF showing the end result: Report with Hyperlinked TOC.pdf

Continue reading

Virtual List Table Of Contents

A few years back I did an article on producing a PDF catalog + table of contents, with the TOC based on a vendor table and the catalog entries based on a products table. Today we’re going to use a different approach to generate a table of contents, building on techniques explored in last year’s Virtual List Reporting series… specifically we’re going to generate one big PDF combining nine reports, prefaced by a table of contents.

2017-01-30_173715

Demo files: virtual-list-toc-v1.zip and virtual-list-toc-v2.zip

2017-01-30_201617

Continue reading

Modal Popovers + Magic Date Value Lists

Today we’re going to explore a couple ideas that were glossed over in last month’s article on the CustomList custom function…

  • implementing a “modal” popover
  • using a “magic” value list to display a properly sorted list of dates

…and you can download a copy of today’s demo file, Date Filtration, if you are so inclined.

Modal Popover

One of the most useful FileMaker features introduced in the last few years is the popover (if you aren’t familiar with them, Howard Schlossberg’s presentation provides an excellent introduction). In the standard implementation, you click once to display the popover, and then click anywhere outside the popover to dismiss it.

2016-10-23_112805

Continue reading

CustomList

Earlier this year, in Virtual List Reporting, I used a custom function written by Agnès Barouh called CustomList to generate a couple basic lists, and then remarked…

2016-09-19_000003

Well today I’m going to attempt to make good on that assertion. In case you aren’t already familiar with CustomList, it allows you to iteratively generate and/or parse lists using the full power of the FileMaker calculation engine. CustomList can process up to 500,000 rows — it is non-recursive and very fast — and today we’re going to use it to solve a variety of problems, both real world and theoretical. [Actually, the row limit can be adjusted, and it varies by platform — for full details see the CF definition.]

Today’s article features four demos…

…as well as a number of examples that don’t require a demo to illustrate their point. Continue reading

Virtual List Reporting, part 2

Welcome back for the second installment in our exploration of Virtual List Reporting (a.k.a. VLR). Demo file: VLR-part-2.zip

2016-06-21_045615

To avoid repetition, this article will assume the reader is familiar with concepts and techniques introduced in part 1 (some of what follows may appear to be gibberish if the reader is not)… but to briefly recap, here are some benefits of VLR:

  • Flexible framework accommodates complex reporting challenges
  • Fast performance (we use the Multifind technique in this demo)
  • No need to tamper with schema in your data tables or on the relationships graph
  • Unlike traditional FM reports, you can easily combine data from unrelated tables (we saw this in report 6 in part 1)
  • Under certain circumstances, VLRs can be much faster to develop than traditional FM reports (as per discussion of report 3 in part 1)
    Continue reading

Virtual List Reporting, part 1

Self-plagiarism alert: to avoid repeatedly referring the reader back to earlier virtual list articles, portions of text from those earlier articles are incorporated here.

Welcome to the first installment of a multi-part series on producing reports using the virtual list technique, or more properly, collection of techniques. Demo file: VLR-part-1.zip

demo

Invented and popularized by Bruce Robertson, virtual lists are incredibly flexible, and have made a number of appearances here in the past, including… Continue reading

Fast Summaries Revisited

If you do complex data analysis, then from time to time you probably need to group, summarize, and parse data into variables and/or fields. There are various ways to accomplish this, including the Fast Summary technique, which regular readers of this blog may be familiar with, as it has made a number of appearances here over the years.

Well today we’re going to look at a couple alternatives to Fast Summaries, with the help of some demo files, which you can use to do your own benchmarking.

2016-03-29_223920

Or, if you’d rather not do your own benchmarking, scroll down to see results from my tests. Bottom line: each of these three techniques can be fastest, depending on circumstances.

(Also, if you’ve been putting off exploring Perform Script On Server, a.k.a. PSOS, host the demo files on FileMaker Server 13 or later. The reporting routine optionally uses PSOS, so you can dive in painlessly and see what you’ve been missing.) Continue reading

Tips ’n’ Tricks, part 1

Over the last few years I’ve been collecting miscellaneous tips and tricks with the thought of eventually aggregating them into a blog posting, and it appears that day has finally come. Ideally there will be something new and useful here for developers of all levels, from the neophyte to the most grizzled of FileMaker veterans.

We start off with a couple FM 14-specific tips.

Tip #1: Tool tips in layout mode

In layout mode in FileMaker 14 you can hover your mouse over any badge and an informative tool tip will display.

2015-11-30_13-32-06

Tip #2: Shift-Return in the Script Workspace

Did you know you can add new line above the current line in the Script Workspace by pressing Shift-Return? It works with the standard Return key, as well as the numeric Enter key.

2015-11-30_14-08-17

Before… line 1 is active, and the user is about to press Shift-Return

After... a new top line has been added

After… a new top line has been added, and existing entries have moved down to accommodate

Continue reading

Multi-State Dynamic Graphic Buttons

I had a client request recently to toggle an image button to a second image on mouse over. Under normal circumstances, this would not be difficult to accomplish since you can assign one image to the Normal state, and a different image to the Hover state, like so.

2015-10-16_9-32-26

However, if you go this route, you can’t use container fields as the source for the images, but instead must make static file selections, like so:

2015-10-25_15-08-03

Since this button would be appearing on dozens of layouts throughout a 20+ file solution, the client wanted to be able to store the two images in container fields, so an authorized user could easily swap in new container images (in browse mode, not layout mode) and have the changes ripple through their entire solution.

2015-10-25_15-23-05

Demo Files:

Continue reading