2 Replies Latest reply on Apr 5, 2017 3:36 PM by keywords

    Converting An Excel Form into FileMaker database

    jdonchen

      Hello, I am new to FileMaker although I used it several years ago, now I forgot most of it.  I just purchased a license for FileMaker Pro 15 and would like to get back to it.  Now, I have an existing excel form for my clients to fill out, and I would like to convert the excel form into a FileMaker Pro database.  What is the best way to achieve this?  Are there any experts here who can guide or help me to do this?  I am willing to pay for the service if any expert can help designing a custom filemaker file to import excel data and to export into specific forms.  Thanks.

        • 1. Re: Converting An Excel Form into FileMaker database
          philmodjunk

          Drag a copy of the Excel spreadsheet onto the FileMaker 15 application icon.

           

          FileMaker will then produce a file with all of the data from your Excel spreadsheet. This imports the data and sets up a table. It does not replicate calculations that you may have defined in various cells nor does it try to replicate how you may have set up column widths and formatting, but it's a starting point to work from in building your database.

           

          Keep in mind that FileMaker is not a spreadsheet program. The harder you try to replicate exactly the same set up in FileMaker as you have in your Excel spreadsheet, the more likely you are to be frustrated with the results.

          • 2. Re: Converting An Excel Form into FileMaker database
            keywords

            The first step is easy. Just open the spreadsheet will FM. You will be presented with an option to treat the first row as field names, which is usually the best choice. Try that and go from there. You do not destroy your spreadsheet in the process, so if you need to you can always start again.