filemakerpro exporting portal to one line associated with parent record

by Kathleen Schneider 6 min read

How do I export reports in FileMaker Pro?

For example, if you have a report that totals sales by region, you can export one summary value for each region. You can also export the contents of a field to a file. See Exporting the contents of a field. 1. Open the FileMaker Pro file, and display a layout that shows the records you want to export.

How do I format field data in FileMaker Pro?

If necessary, select Apply current layout's data formatting to exported data to format field data as it appears on the current layout. FileMaker Pro allows you to format fields on a layout, which makes the data look different on the layout than how it is actually stored in the database file.

How do I add a grouped summary field in FileMaker Pro?

(FileMaker Pro adds one grouped summary field for each break field you selected in the Group by area.) The grouped summary fields use the syntax SummaryField by GroupByField, such as “Total Sales by Region.” Note You can’t export grouped summary values unless you sorted the data before you started the export process.

How do I export a FileMaker layout?

To export FileMaker Pro data to be used in another application:Open the FileMaker Pro file, and display a layout that shows the records you want to export.Find and sort the records to export.Choose File menu > Export Records.In the Export Records to File dialog box, type a name and choose a location for the file.More items...

Can you export from FileMaker?

You can export FileMaker Pro data to a new file and then open it in another application. You can also save records as a spreadsheet for use in Microsoft Excel. For more information, see Saving and sending records as an Excel file in the FileMaker Help file.

How do I export data from FileMaker Pro to excel?

Exporting FileMaker Pro Data to an Excel SpreadsheetOpen the FileMaker Pro database.From the File menu, point to Import/Export, and then select Export Records from the submenu.Give the file a name.From the Save as type drop-down list, select DIF. ... Click Save.Double-click on the fields needed for the export.More items...•

What is a FileMaker Portal?

A portal is a layout object that displays records from related tables. Use a portal only when you want to display data from more than one related record. Portals display data from related fields in rows, one record in each row. For more details on when to use portals, see Deciding where to place related fields.

How do I convert a fmp12 file to Excel?

The driver is easy to install and configure, so you should be able to easily import your FM data using the Excel's menu: Data->Get External Data->New Database Query. Was this reply helpful? With FileMaker Choose from File menu Export click button for type, As you can see you have to excel options.

Who makes FileMaker Pro?

Apple owns FileMaker, an enterprise software company that focuses on making it easy for nonexpert coders to build custom apps without outside expertise. FileMaker is rebranding itself Claris, which is a name that goes back to the 80s.

How do I export a repeating field in FileMaker?

To export repeating field values into formats that don't support repeating fields:In the FileMaker Pro file, find the records you want to export. ... Make a clone of the file to export. ... Open the clone, then import the data from the original file.More items...

How do I read a FileMaker Pro file?

Select the files you want to open, then drag them onto the FileMaker Pro application icon. Drag the folder onto the FileMaker Pro application icon. Note FileMaker Pro only opens files located directly in the folder. Any files that exist in any enclosed folders are not opened.

To export FileMaker Pro data to be used in another application

Open the FileMaker Pro file, and display a layout that shows the records you want to export.

Notes

To use FileMaker Pro as a data source to serve FileMaker Pro data via ODBC or JDBC, see Sharing FileMaker Pro data via ODBC or JDBC.

alienandra

Hi, I'm trying to export a portal to excel. I'm displaying only the first row of that FM portal (which is the one that I want to export). However, when I export the data, what I see in Excel is that first row and after that one I see lots of blank rows (the same number of rows that the Filemaker portal has).

AHunter3

a) Go to Related Records [portalRelationship] landing on a PortalRelationship layout (of course) and then do your export from there.

alienandra

What happened to me before is that if I have a relationship, and then someone changes a related data, everything clears out... We are using a dynamic database (changes frequently), so relationships are not working for me. So method B would not work.

AHunter3

At the split second that you're on the screen staring at records in the portal, you click a button and it, right then, goes to THOSE related records.

Can you do portals in child table?

You don't do a portal in the child table. From the parent you do a 'go to related' to the child table. That will give you the found set of children. You do the export based on that found set and you can include related parent fields.

Can you name a portal in a stacking order?

Object naming the portal doesn't work however. Since you have two portals on the layout, you would need to make sure the filtered portal is FIRST in stacking order. To be safe, it is probably better to use object name. With the same filtered portal, If I do a script:

Do you need to make sure the filtered portal is first in stacking order?

Since you have two portals on the layout, you would need to make sure the filtered portal is FIRST in stacking order. To be safe, it is probably better to use object name. Edited December 7, 2016 by LaRetta.