IsleofGough

Moving from Access To Filemaker

Discussion created by IsleofGough on Nov 29, 2015
Latest reply on Nov 29, 2015 by wimdecorte

I am trying to eventually not have to maintain software on OSX and Windows. I have used a variety of database solutions in the past (dBase, Foxpro, Paradox, and Access) and tried Filemaker 11 several years back, but could not do the data mining I could do easily in Microsoft Access. I purchased a copy but probably never gave it a proper trial. Most of the data mining I did in Access involved linking select queries with group queries (with occasional update, append, or delete queries). In Filemaker, at the time, it appeared that calculated table fields and the find box were close to select queries, but the group by queries were done by reports in Filemaker, and could not be linked back to the find selections. I gave up.

 

I want to try Filemaker again, and have purchased FM14. Most of the queries are health care related, but I was wondering if I could give a simple example and get your advice if this is going to be possible in Filemaker.

Assume I run a company that sells items on the internet, and I have three tables to manage my customers and items sold. The customer table has a customer number, name, and address. The second table has items available and has item number, description, price, and category (food, book, software, housewares, etc.). The third table has purchases and has customer number, item number, date purchased.

I want to create a flier to mail to the top 1000 customers who purchased the most number of items in calendar year 2015 and have the flier advertise items that roughly match the percentage of each category of these customers purchases over the past year. Since I want to create only 1000 fliers, I will use a tie breaker of total of purchase prices if there are more than 1000 customers who bought the same number of items.

 

In Microsoft Access, one would first create a group query: grouped by customer number, where purchase year = 2015, and a field that counted purchases, and a field that counted cost of these purchases. It would be sorted in descending order on the last two calculated fields.

The top 1000 records would therefore match the top 1000 customers for 2015. I would create a new query that grouped by categories of purchases (food, book, etc.) for these customers for calendar year 2015 and calculate percentages. I would then create the flier and use the customer information on the 1000 customers to create a mailing.

 

In MS Access, all select and summary queries are just queries, so they can be linked together. Can Filemaker do this, or are the summeries only available in reports and can they be somehow linked to a "find" selection? I know that calculated fields in Filemaker are put in the original table as calculated fields, unlike in Access where they are in a query, but if there is a way to do this in Filemaker, I might be able to abandon maintaining Bootcamp sooner. Thank you very much!

Outcomes