2 Replies Latest reply on Nov 26, 2008 4:15 PM by Kundinger

    Need help breaking away from Excel



      Need help breaking away from Excel




      I have tried many different designs to make this work, and nothing seems to fit, so I'm hoping someone here can push me in the right direction.


      The client is a newspaper distributor, who employs carriers to deliver "x" amount of papers each night. The "payroll draw" runs from the 1st - 15th & 16th - 30th or 31st, depending on the month. Carriers are paid from the total papers thrown twice a month.


      For example, an assistant, simply plugs in numbers across this spreadsheet until the 15th, where each day is tallied (summed) and then a new spreadsheet has to be made for the following 16th thru 30th (or 31st).


      This method works as long as a new worksheet is created for the assistant, however, for the client to be able to look back in time for whatever information, he must sort thru a whole bunch of archived worksheets, etc.


      I would like to create better method in FM, where this data can be plugged in and compiled without having to recreate a new excel worksheet, and whenever the client wishes to produce a bi-weekly summary, all he has to do is simply select a date range and it will give him all the throws from each carrier, etc.


      Can anyone lend a clue?



        • 1. Re: Need help breaking away from Excel



          Thank you for your post.


          There are a number of possibilities here.


          First, I'm assuming each DAY is logged.  Performing a search on a Date range is easy.  For example, to find November 1-15, 2008, enter Find mode, and type into the Date field:




          ... and press Return.  Only those records in that date range will be found.


          If you have any Summary fields, they will give you a result for that found set.


          If you are looking for a specific employee/distributor, then also include the name of the employee/distributor as part of the Find criteria.  That is, put the name in the Name field, and the date range in the Date field.


          Does this make sense?



          FileMaker, Inc. 

          • 2. Re: Need help breaking away from Excel

            You can easily accomplish this with FMP.  You need to take a little time to learn DB concepts and the basics of FMP.
            To that end, I have created a sample file for you to 'explore' and learn the basics...
            I hope this helps you and any other interested readers... Good Luck!!!