Month Filtering in Filemaker
I have a HR database built for our school. Each month our teachers are billed for a certain number of utilities since a number of our teachers live on campus. I have set up separate tables for Electricity, Phone, Postage, Vehicle, Facility, and Other Charges. I also have a table for Staff and another for Salary and Other benefits. The person who set this up also put a School Year filter in so a drop down changes all information from year to year. It works really slick.
Now for my question. I want to create a layout that pulls in teachers monthly utility charges each month which allows them to see only that months bills. Each of the utility tables has the School Year field and a Month field. The school year works great as I said, but I can't figure out how to filter so a drop down will display the utility sheet for staff to bring up only the records entered based on the Month. So in the Electricity table I have amounts for Aug and September, but the portal it is displaying records from the table so when I change the month it also changes the month back in the layout where the record was created.
this is driving me crazy. Please advise.
Now for my question. I want to create a layout that pulls in teachers monthly utility charges each month which allows them to see only that months bills. Each of the utility tables has the School Year field and a Month field. The school year works great as I said, but I can't figure out how to filter so a drop down will display the utility sheet for staff to bring up only the records entered based on the Month. So in the Electricity table I have amounts for Aug and September, but the portal it is displaying records from the table so when I change the month it also changes the month back in the layout where the record was created.
this is driving me crazy. Please advise.
ASKER
I've attached an image of my relationship graph for your viewing. I believe you are correct in the the School year is a global field although I don't know for sure. I'm assuming the way it acts. How do I work the Month_Select relation?
relationshipgraph.jpg
relationshipgraph.jpg
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ASKER
It worked now so my layout is showing the month totals for the month I pull down from the Global month field. Thanks a bunch.
ASKER
Thanks so much for the support
Assuming that that is the case - and if I'm wrong it would be helpful for you to upload either an example file or some screen shots of the relationship graph and one of the Staff-Utility relationships - in order to additionally filter by month, you will need to add another global field to the Staff table called, perhaps, "Month_Select". If you modify the relationship between a Staff Person and one of the Utilities to include "Month_Select" = "Month" in the utility table, that should cause the portal to filter to show only those entries for that Staff person, School Year and month.
Of course, you will need to put the Month_Select global field somewhere where you can access it. It should be formatted as a "popup menu" with a list of months as the value list.
If you don't understand what I've written or my understanding of what you have is incorrect, please post back and include an example file or screen shots to help clarify.