16 Sep 2017: this file (Excel Exports, v7d) fixes a bug where empty fields would cause values to appear in the wrong columns.
29 Mar 2017: this file (Excel Exports, v6d) fixes a formatting bug when currency values < 1000 are not preceded by a “$”. Explanation forthcoming in next week’s “part 7” article.
Recently I was asked to implement user-friendly Excel exports on a WAN-based solution, utilizing some of the techniques explored earlier in this series (part 1, part 1.1, part 2, part 3, part 4 and part 5 — all from five years ago). There was just one problem: while performance was great locally, and okay on a LAN, it was decidedly less-than-satisfactory across a WAN.
Well today we’re going to look at three demos showcasing a brilliant, outside-the-box technique I picked up from Beverly Voth, which is not only significantly faster on a WAN (4x or 5x faster), but also remedies some other shortcomings associated with my earlier approaches.
If you work with the separation model, or any other multi-file configuration where a layout in file A is based on a table in file B, you may have encountered the following situation: while FileMaker makes it easy to transfer a found set from file A to file B…
…there is no obvious mechanism to go the other direction. Stated in other words, you can easily transfer a found set from an interface (a.k.a. UI) file to a data file, but not vice-versa. Nor for that matter, is there an obvious way to transfer a found set from one UI file to another UI file. Continue reading →
If you are responsible for helping business decision makers analyze data, you are probably familiar with questions like:
Are we on track to meet or exceed last year’s sales totals?
How is our sales team doing now, compared to this time a year or two ago?
Today’s demo file, weekly sales comparison charts, v3, can help answer these questions. It consists of an Employee table with 20 records, a Sales table with approximately 40,000 records, seven chart types, and an option to chart weekly amounts either individually or cumulatively.
When we look at the weeks individually, it’s clear that Zola Buchanan’s sales figures are mixed so far this year, compared to 2011 and 2012. But what may not be immediately apparent is whether overall she’s doing better, the same, or worse.
So far in this series we’ve been looking at exporting data to Excel from a single table (Contacts). Today we’re going to extend the technique to encompass a second related table, Donations, and without too much trouble we can leverage existing work from earlier entries in this series (part 1, part 1.1 and part 2).
To avoid unnecessary repetition, this article assumes familiarity with the aforementioned predecessors, and you can follow along in today’s accompanying demo file, excel exports, part 3, if you are so inclined.