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Videos about "excel"

2 videos found.
Copying Filtered Portal Data 09/21/2021 - 2:05pm

In FileMaker, once you've filtered a portal, which displays a subset of related data, there may be situations where you need to get that data out. A prime example is needing to further manipulate the data within a spreadsheet.

A recent solution I was developing had this exact need. I needed to filter some financial data based on a wide date range. Yet, I still needed smaller subsets, think categories, of financial data and wanted to pull that data into a spreadsheet for a separate purpose.

In order to make this even possible, we need to know the exact records being shown within the portal. There's a bit of a trick in order to make this happen such that you can get the data onto the clipboard. The great thing about FileMaker is if you can find the menu option, then you know it's a script step. Holding down a modifier key while looking at the edit menu, reveals that Copy becomes Copy All Records.

The method of loading the records to be copied, is actually quite useful in a wide variety of situations within FileMaker. If your solution ever has the need to directly copy data being viewed from a portal, then you'll find all the pieces to the puzzle in this video and technique file.

Multiple Worksheet Excel Exports 02/10/2020 - 6:36pm

When someone asks a simple question like "How can I make FileMaker export a second worksheet in Excel?" The method you use to achieve this may not be immediately apparent. Especially if you've not worked with other programming languages like Python. Rest assured, however, you can certainly solve most any FileMaker problem as long as you're willing to take a little journey into the land of other tools.

And, it's probably not as scary as you think it is. Yes, FileMaker is nice and comfortable, but it has it's limits. When you want to become a power developer, you have to become familiar with what's possible.

In this video, I walk through the use of Python, in conjunction with FileMaker in order to export a multiple sheet Excel workbook. Need to include Excel calculations, multiple worksheets, graphics and charts? Do the corporate leaders demand that you provide your report within Excel? Well, let's take a quick trip to Python land and we find all kinds of wonderful gems in our brand new toolset!