1 Reply Latest reply on Jun 13, 2011 1:15 PM by philmodjunk

    Combining Records



      Combining Records


      As I understand it you need to create a new field to merge data between two records. Is there a way to merge two records, in this case one company with records displayed as two branches. Is there a method to combine there two records under one customer name and the sales total or the two records. Branch info is currently displayed in customer name and is unnesesary.

        • 1. Re: Combining Records

          You can certainly use one table to list customer sales and a related table to list all branches within the company. It sounds like you have two tables with identical sales data except for the branch where the sales transaction took place.

          If so, then yes, you'd add field to identify the sales branch to one of the two tables, use something like Replace field Contents to add a BranchID to all the existing records, then import all the data from the other table and use Replace Field contents again to update the found set of newly imported records with the other BranchID.

          You can also use the calculation option to strip the branch name out of the customer name field once you have successfully merged your records.

          Note that replace field contents can modify thousands of records in one go and cannot be undone. It's a good idea to research this option in FileMaker help and save a back up copy before trying this out for the first time.

          Also, once you have merged the data, be prepared for the need to modify other parts of your solution in order to successfully use the single merged table in place of two separate tables.