Best practice question: Displaying old data (from Excel) and new data (FM12) together.
I have a new database created in FileMaker and it is working great. One section displays Orders. Since orders are now based on a Quote created earlier in FileMaker, most of the data on the Order layout is actually tied to a related Quote table or is a calculation field. Moving forward, this will work great.
However, I have a few thousand old orders that I would like to have in the system so that when I look at a customer, I see ALL of their order history. I am trying to figure out different ways to do this.
Option 1 is to have an "OLD" orders and "New" orders display in separate Portals. Anywhere the user sees orders, there will be two lists. This is easy to program, but clunky.
Option 2 is to copy most of the information from the Quote Table into the Order Table. This will work, but it duplicating a lot of data. I hate to have the same info in there twice. Plus, it will not be dynamic, meaning that totals will be copied and pasted instead of being calculated.
Option 3 is to create a quote for each of my old orders. Problem there is that the data sets don't really sync up. The old system has a part number that was manually entered as a number. The new system calculates the part number from a series of other fields. Not sure how to resolve that.
So its a philosophical question at this point. Do I just have a system that works from May 2014 forward? Do I include the older data, but keep it separate? Or do I try to integrate them somehow, and if so, how?
I'd love your thoughts and suggestions.