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PC-File Version 7 Users Guide 1
PC-File
User Guide
Copyright
Copyright 1982-1993 by Jim Button. Copyright 1984-1993 by
ButtonWare, Inc. All rights reserved.
The software described in this manual is protected by
copyright laws.
This manual is protected by copyright laws. No part of this
manual may be reproduced, transmitted, transcribed, stored in
a retrieval system, or translated into any language, natural
or computer, in any form or by any means, without the prior
written permission of ButtonWare, Inc.
Information in this manual is subject to change without notice
and does not represent a commitment on the part of ButtonWare,
Inc. ButtonWare may make improvements and/or changes in this
manual or in the product(s) and/or program(s) described in
this manual at any time.
This product could include technical inaccuracies or
typographical errors. Changes are periodically made to the
information herein; these changes may be incorporated in new
editions of this product.
Trademarks
ButtonWare and PC-File are registered trademarks of
ButtonWare, Inc.
Other brand and product names are trademarks or registered
trademarks of their holders.
Credits
The ButtonWare team: Mary Ayres, Nancy Bedell, Jim Button,
Christiane Carder, Jim Coleman, Lynne Cooley, Chuck Cooper,
Vivanne Cornelius, Suzanne Eyring, Suzanne Faith, Steve
Hansen, David Husch, Steve Klem, Dave Knopf, Helen Knopf, John
Knopf, Stephen Knopf, Francis Langlois, Craig McDonald, Gary
Peaslee, Sue Pennock, John Reiher, Mark Roberts, David Ruf,
Kevin Smith, Steve Wilson.
TABLE OF CONTENTS
NOTES ON THE ON-DISK MANUAL ......................... 2
GETTING STARTED WITH PC-FILE ........................ 3
CHAPTER 1 NAVIGATING IN PC-FILE .................... 12
Starting, Exiting, Video modes, the Mouse,
the Keyboard, the Screen, Menus, Using Help,
Backing up the database
CHAPTER 2 CREATING A DATABASE STRUCTURE ............ 31
CHAPTER 3 MODIFYING A DATABASE STRUCTURE ........... 48
CHAPTER 4 FIELD ATTRIBUTES ......................... 64
What they are, Types (Automatic data,
Validation, Formatting, Data restriction)
CHAPTER 5 VIEWS .................................... 79
General, the Record View Designer, the Table
View Designer
CHAPTER 6 ADDING DATA .............................. 101
CHAPTER 7 FINDING AND MODIFYING DATA ............... 107
CHAPTER 8 SORTING AND INDEXING DATA ................ 131
CHAPTER 9 CREATING REPORTS ......................... 149
Page reports, Mail Label reports, Free Form,
Language, Bar Codes
CHAPTER 10 WRITING LETTERS AND MERGING DATA ......... 201
CHAPTER 11 PRINTING REPORTS AND LETTERS ............. 213
CHAPTER 12 CREATING GRAPHS .......................... 224
CHAPTER 13 UTILITIES ................................ 239
Exporting, Importing, Exchange, File
management, COnfiguring, Packing, Repairing
CHAPTER 14 PRINTING LABELS WITH PC-LABEL ............ 276
CHAPTER 15 TOOLS .................................... 297
Dropping to DOS, Phone Dialer, Snapshot
labels, the Calculator, Spell checking
CHAPTER 16 MACROS ................................... 311
CHAPTER 17 CALCULATIONS ............................. 324
Guidelines, Mathematical, Date, Time,
Conditional, Random Numbers, String
functions, Relational lookups
CHAPTER 18 BATCH POSTING ............................ 343
CHAPTER 19 MEMORY USAGE AND PERFORMANCE ............. 350
PC-File Version 7 Users Guide 2
NOTES ON THE ON-DISK MANUAL
The retail (printed) manuals were written using Microsoft Word
for Windows and formatted with Ventura Publisher 4.1. Screens
were captured using HiJaak by Inset Systems. Text is in
Garamond, headings in Helvetica Condensed, and callouts in
Tekton. The manuals were printed by R.R. Donnelley & Sons
Company.
We have tried to provide you with everything necessary to
evaluate PC-File. The program uses clear, informative menus.
Help screens are always available. Also, the file "CARD" can
be printed to create a quick reference card with a summary of
the program commands. The file "STARTUP" gives answers to the
most common start-up problems. This is sufficient for most
people to evaluate the program. However, some people prefer
to have a copy of the printed manual.
In prior shareware versions of PC-File our manual was over 500
pages long and many people complained. Therefore this time we
have shortened the manual so as to give you complete
information about each feature but to avoid repetition and the
obvious. PLEASE NOTE YOU CAN ALWAYS GET CONTEXT SENSITIVE
HELP BY PRESSING F1.
Note that there are no pretty screen pictures in the disk
manual, and the tabbing in some of the tables isn't perfect.
This is because much of the pictorial information is lost when
we translate from our typeset document to a a text file on the
disk. This isn't possible in a text file that will print on
all printers.
To keep costs down, the on-disk documentation is not included
with purchased copies of PC-File. Purchased copies include a
complete printed User's Manual, typeset and bound, which
includes screen shots and more examples, a Tutorial for beginners,
and an Index.It's 681 pages long.
ButtonWare, Inc. 325 118th Ave. SE, Suite 200 Bellevue, WA
98005 ISBN 0-922692-38-6
PC-File Version 7 Users Guide 3
GETTING STARTED WITH PC-FILE
This section is designed to help you get up and running with
PC-File. This section contains information on your PC-File
package, PC-File requirements, and installation instructions.
WELCOME TO PC-FILE
Congratulations! You've made an excellent choice for your file
management needs. PC-File is a perfect fit for everyone
needing to manage their data-beginners and advanced users-
corporate, small business, and home users.
PC-File does just what you need a database to do-store,
organize, retrieve, manipulate, and update information.
Whether it's your mailing list or your membership list. Your
clients, your customers, or your contacts. Sales, inventory,
expenses, payables and receivables, even your hobby collection
. . . PC-File can keep a record of it.
About the Getting Started Section
This section is intended for all users of PC-File Version 7,
including users of previous versions of PC-File. Whether PC-
File is your first software program or you're an experienced
computer user, we highly recommend you read and follow the
instructions in this section.
This section is intended to:
Familiarize you with the PC-File package
Inform you of PC-File Version 7 requirements
Guide you in installing PC-File
Tell you how to register your copy of PC-File
In addition to this section, the User Guide contains the PC-
File Tutorial section and the PC-File Reference section. The
PC-File Tutorial provides hands-on exercises to help you learn
PC-File. The PC- File Reference section provides information
and instructions on using PC-File.
REQUESTING TECHNICAL SUPPORT
PC-File Version 7 Users Guide 4
The Technical Support Information card included with this
package contains up-to-date phone numbers, operating hours,
and other information to assist you in obtaining technical
support. We provide 30 days of free phone support after you
register PC-File. The 30-day free support period begins on the
date of your first call and ends 30 days following. To receive
technical support during your 30-day free support period, call
(206) 454-0479.
Options for obtaining technical support after your 30-day free
support period ends, include:
Pay-as-you-go Phone Support: 1-900-454-8000
Yearly Support Plan: call (206) 454-0479 for information
CompuServe Information Service: ButtonWare is located in
Section 1 of the PCVENA forum
Electronic Bulletin Board Support: (206) 454-7875
Refer to the Technical Support Information card included with
this package for further details on any of the technical
support options listed above.
REQUESTING CUSTOMER SERVICE
ButtonWare's Customer Service department exists to serve you.
If you have any billing, shipping, non-technical questions or
comments about your package or registration, please contact
us. To reach our Customer Service department, call 206-454-
0479 Monday through Friday between 8:00 a.m. and 5:00 p.m.
(Pacific time). If you prefer, you can write a letter and mail
it to ButtonWare Customer Service, P.O. Box 96058, Bellevue,
WA 98009-9818 or fax it to us at 206-454-1838.
BEFORE YOU BEGIN
Before you begin working with PC-File, you need to:
Check the contents of your package
Make sure you have the correct equipment to run PC-File
Install PC-File
Register your copy of PC-File (Unless you purchased this
package directly from ButtonWare, in which case you are
automatically registered.)
This section discusses each of these procedures. After you've
completed these procedures you'll be ready to put PC-File to
work.
PC-File Version 7 Users Guide 5
Checking the Contents of Your Package
Before installing PC-File, we recommend you check the contents
of your package. Your package should contain the following
materials:
PC-File User Guide
Technical Support Information card
Licence Agreement envelope containing: One set of 5 1/4"
disks (Disk One, Disk Two, and Disk Three); and one set of 3
1/2" disks (Disk One and Disk Two)
NOTE: Upgrade packages purchased from ButtonWare contain one
set of the requested disk size, unless you requested both
sizes. "Retail" upgrade packages contain one set of the size
indicated on the package, and contain a Disk Exchange Card
that you can return to ButtonWare, if you require the other
disk size.
Registration card (Unless you purchased this package
directly from ButtonWare.)
If any item is missing or damaged, contact your PC-File dealer
immediately. Or, if you purchased this product from
ButtonWare, call our Customer Service department at 206-454-
0479.
Requirements for Using PC-File 7
PC-File is designed to work on IBM PC, XT, AT, PS/2, and 100%
compatible computers. In order to use PC-File, your computer
must have the following:
MS-DOS or PC-DOS 3.0 or higher 450K available RAM (more is
recommended) A hard drive with a minimum of 1.5 megabytes
available disk storage.
To determine the version of DOS installed on your computer,
use the DOS VER command. At the DOS prompt, type ver and press
ENTER. To determine how much RAM and disk storage space are
available, use the DOS CHKDSK command. At the DOS prompt, type
chkdsk and press ENTER. The last line should indicate at least
460,800 bytes free, if you have the minimum 450K available
RAM. For more information on these commands, please refer to
your DOS manual.
Listed below are additional hardware items which are not
required to use PC-File, but are highly recommended:
A printer (dot matrix, daisy wheel, laser, or PostScript)
A mouse
PC-File Version 7 Users Guide 6
A CGA, EGA, VGA, or Hercules graphics card and compatible
monitor (only required to display graphs; EGA or VGA
required to run in graphics mode)
A Hayes compatible modem (only required to dial phone
numbers stored in your databases)
INSTALLING PC-FILE
Before you begin using PC-File, you must install it to a hard
drive. PC-File includes an installation program designed to
make this step quick and easy. The installation process
normally takes less than 5 minutes.
To install PC-File:
1.Turn on your computer.
2.Insert PC-File Disk One in drive A.
3.At the DOS prompt, type a:install and press ENTER. If you
insert the disk into a different drive, substitute the
appropriate letter for a. The installation program begins.
A screen appears asking you to choose whether to install in
color or in black and white.
4.Choose C to run the install program in color, or choose B to
run the install program in black & white. Choose the option
which contains the most readable text on your screen. The
main installation menu appears.
5.Press F10 to continue and do a complete installation. If you
do not want to install certain types of files, use the arrow
keys to move the highlight bar, and press ENTER to toggle
the checkmark on the highlighted item. PC-File asks you to
"Enter the Source Drive". This is usually the drive you
inserted Disk One into.
6.Press ENTER to accept the default drive letter. To choose a
different drive, press the key of the letter of that drive.
PC-File asks you to "Enter
7.the Destination Drive". This is the drive you want to
install PC-File on to.
8.Press ENTER to accept the default answer. To choose a
different destination drive, choose the letter for the
destination drive you want to install PC-File to.
9.PC-File asks you to "Enter the Destination Directory". This
is the directory path on the destination drive where PC-File
will be installed. The default destination directory is
\PCF7.
PC-File Version 7 Users Guide 7
10. Press ENTER to accept the default answer. To install PC-
File to a differentdirectory, type in that full directory
path. If the directory you choose does not exist, PC-File
will create it. PC-File begins copying files to your hard
drive. Each file is listed as it is being installed.
Depending on the type of disks you are installing from, PC-
File may ask you to insert DISK TWO and DISK THREE. After
PC-File has installed all the files, you are asked about
changes to you CONFIG.SYS file. Your CONFIG.SYS file may
require changes so that PC-File runs properly on your
computer. You can let the installation program make the
changes for you, or you can bypass these changes.
11. Choose Y to let the Install program make changes to your
CONFIG.SYS file.
12. Choose N, to bypass making changes to your CONFIG.SYS
file.
13. The last step of the Installation process is reading the
READ.ME file. The READ.ME file is automatically displayed.
Use the arrow keys to scroll through the entire file. It is
important to read the READ.ME file before you begin using
PC-File. It may contain important information added after
the PC-File manuals were printed.
14. After you're finished reading the READ.ME file, press ESC
to quit and return to the DOS prompt.
The Install program puts you into the directory where you
installed PC-File.
Checking the Installation Process
After the Installation program is finished, start PC-File to
ensure that the installation process was successful.
To start PC-File, at the DOS prompt, type pcf and press ENTER.
The PC- File screen and logo are displayed. To exit PC-File
using a mouse, click on File to display the File menu, then
click on the Exit menu option. When the exit window displays,
click on the Exit button. To exit PC-File using the keyboard,
press ALT-F to display the File menu, then press X to select
the Exit option. When the exit window displays, press X to
select the Exit button.
If the PC-File screen and logo are not displayed, first check
to make sure your computer has the minimum requirements to run
PC-File. Then re-install the program following the
instructions above. If after re- installing the program, you
still cannot successfully start and exit PC-File, please call
our Technical Support department at 206-454-2629.
INSTALLING YOUR MOUSE
PC-File Version 7 Users Guide 8
Although a mouse is not required to use PC-File, it allows you
to perform a variety of PC-File functions without having to
use the keyboard.
To use your mouse with PC-File, you must install it before you
start PC-File. Refer to the manual included with your mouse
for specific instructions on installing your mouse. If a mouse
is connected to your computer and PC-File does not recognize
it, refer to the manual included with your mouse for
troubleshooting information.
REGISTERING YOUR COPY OF PC-FILE
Before you start using PC-File, there is one final thing to
do-register your copy. (NOTE: You do not need to register PC-
File if you purchased this package directly from ButtonWare-
you are automatically registered at that time.) When you
register your copy of PC-File, you are placed on our mailing
list and will receive notifications of updates, new products,
and special offers available only to registered users. In
addition, when you register your copy of PC-File, you receive
30 days of free
product support.
To register your copy of PC-File, simply fill out the
registration card included in your package and mail it to us.
Or, if you prefer, you can register by fax or phone. To
register by fax, fill out the registration card and fax it to
ButtonWare at 206-454-1838. To register by phone, call 1-800-
JBUTTON (1-800-528-8866) or 206-454-0479.
UPGRADING FROM PREVIOUS VERSIONS OF PC-FILE
What Needs To Be Updated
Data Files
PC-File 6.5, PC-File 6.0, PC-File 5.0, and PC-File:dB
databases are compatible with PC-File 7. No conversion is
necessary.
PC-File+, PC-File/R, and PC-File III databases are not
directly compatible with PC-File 7. However, the data can be
easily converted to a PC-File 7 database using the conversion
program, FCONVERT, included with PC-File 7.
Report, Letter, and Graph Files
PC-File, 6.5, PC-File 6.0, PC-File:dB, and PC-File+ reports,
letters, and graph files are compatible with PC-File 7. No
conversion is necessary.
PC-File Version 7 Users Guide 9
PC-File/R and PC-File III reports and letters are not
compatible and must be redefined using PC-File 7-there is no
way to convert them.
Macros (Smart Keys)
Some menus have changed from PC-File 6.0 and 6.5 to PC-File 7,
which may require you to redefine or edit some macros.
Because the menus and keystrokes have changed, macros from PC-
File 5.0 and earlier versions are not compatible with PC-File
7-you must redefine them.
Redefining macros is an easy task using the Recording option
on the Macros menu.
Snapshot Labels
Snapshot labels defined with PC-File 6.0 and 6.5 are
compatible with PC-File 7.
You must redefine snapshot labels defined with PC-File 5.0 and
previous versions. In PC-File 7, simply define a Mailing Label
using the Report menu, then "attach" the report to a snapshot
definition using the Configuration option on the Utilities
menu. See Chapter 15, "Taking Snapshot Labels" for details.
CONVERTING YOUR DATABASES
FCONVERT converts existing PC-File+, PC-File/R, and PC-File
III databases to the PC-File 7 format. You DO NOT have to run
FCONVERT on PC-File 5.0, 6.0 and 6.5 databases.
FCONVERT is easy to use. You answer a few questions, and
FCONVERT does the rest of the work. FCONVERT only converts one
database at a time, so if you have more than one database to
convert, you need to run FCONVERT on each database separately.
FCONVERT reads the old format database and writes a new copy
in the PC-File 7 format. The original database files are not
deleted, overwritten, or altered in any way by FCONVERT. You
should back up your old database files (.HDR, .DTA, and .INX
files) either before or after running FCONVERT. After running
FCONVERT, you will probably want to delete the old database
files to free up disk space.
Before you start FCONVERT, you must locate the database you
want to convert. If the database is in a different directory
than FCONVERT, you must use the complete path name of the
database when prompted. For example, if you are converting a
PC-File+ database called PEOPLE which is stored in the PCF
subdirectory on drive C, the database's full path name is
C:\PCF\PEOPLE.
To run FCONVERT:
PC-File Version 7 Users Guide 10
1.Change to the drive and directory containing FCONVERT (the
drive and directory where PC-File 7 is installed). You can
skip this step if this drive and directory is referenced in
your DOS PATH.
2.Type fconvert and press ENTER.
3.FCONVERT prompts you for the full path name of the database
you want to convert. Type it in and press ENTER. The
extension isn't required. Using the PC-File+ example above,
you would type c:\pcf\people and press ENTER.
4.FCONVERT prompts you for the full path name of your new
database. The extension isn't required. For example, to name
your new PEOPLE database PEOPLE2 and put it into the DATA
subdirectory on the D drive, type d:\data\people2 and press
ENTER.
5.For each numeric field (a field name ending with a # sign),
FCONVERT asks you how many decimal positions you want. The #
sign at the end of the field name is eliminated. Any # or
other "illegal" characters (punctuation characters, and
first character must be a letter) within the field name are
replaced with underscore characters. You may need to edit
reports, letters, and graph files to reflect these field
name changes.
6.If the database contains a superfield less than 254
characters long, you must indicate whether you want the
field converted to a memo field or a scrollable character
(window) field. A superfield greater than 254 characters is
automatically converted to a memo field.
See the Reference Section, Chapter 2, "What is a Database
Structure" for more information on memo fields. When FCONVERT
completes the conversion, your database is ready to use in PC-
File 7.
BACKWARD COMPATIBILITY
Databases originally created in PC-File:dB, PC-File 5.0, PC-
File 6.0, and PC-File 6.5 can be opened by PC-File 7 without
conversion. These versions and PC-File 7 all use the dBASE
data file format (.DBF and .DBT (for memos) files). When PC-
File 7 opens databases created with these versions of PC-File,
it creates its own "header file" for the database that is
saved under the same name as the database with a .DBH
extension. For example, opening a database created under an
earlier dBASE version called ACCOUNTS with PC-File 7 creates
an ACCOUNTS.DBH file. This does not overwrite the "header
file" used by the earlier versions (.HDB files), which allows
you to continue to open the database under the earlier
versions.
PC-File Version 7 Users Guide 11
As long as you do not change the structure of the database
using Redefine from the File menu in PC-File 7, you can
continue to open the database using the earlier dBASE versions
of PC-File. However, PC-File 7 will not update any indexes
used by the earlier versions-you must rebuild indexes with the
earlier version to access any new information added under PC-
File 7.
Redefining a database originally created in a earlier dBASE
version of PC-File using PC-File 7 does not update the old
.HDB file. To be able to open the database with the earlier
version, you must delete the database's .HDB file which will
allow you to "adopt" the redefined database. Any new databases
created with PC-File 7 can also be "adopted" by previous dBASE
versions of PC-File.
To open databases from pre-dBASE versions of PC-File (PC-
File/R, PC- File III, and PC-File+) with PC-File 7, you must
convert them to the dBASE format using FCONVERT. If the
database's structure was not changed using Redefine from the
File menu in PC-File 7, you can open the database by importing
the data from the PC-File 7 database's .DBF file back into the
older version database. Any old database that has been
redefined in PC-File 7, and any new database created in PC-
File 7, can be opened using a pre-dBASE version of PC-File by
first creating a new database that matches the structure
exactly (use Database Description from the Utilities menu in
PC-File 7 to see the stucture). Then import the data from the
PC-File 7 database's .DBF file.
WHAT TO DO NEXT
Congratulations! You are now ready to begin learning and using
PC-File. If you are new to PC-File, you will find the PC-File
Tutorial that follows this section very helpful. The tutorial
includes a variety of informative exercises to teach you the
basic skills for using PC-File. For detailed information and
instructions on using PC-File, refer to the PC-File Reference
Section.
PC-File Version 7 Users Guide 12
CHAPTER 1 NAVIGATING IN PC-FILE
This chapter introduces you to some of the concepts and
features of PC- File. It describes how to start and exit from
PC-File, and how to navigate through the menus and screens.
The chapter also lists the keys used in PC-File, and explains
how to back up your databases.
Starting PC-File
Before you can begin using PC-File, you must install it. See
the Getting Started section for information on installing PC-
File.
To start PC-File:
1.Change to the drive and directory containing the PC-File
program files. If you have accepted the installation
defaults, this will be the \PCFILE directory on your C
drive. If you have included that drive and directory in your
DOS PATH statement, you can skip this step.
2.At the DOS prompt, type pcf and press ENTER. If you are
using Microsoft Windows and have added PC-File as a non-
Windows application, choose the PC-File icon.
The PC-File menu bar displays once you start the program.
NOTE: You can load a database automatically when starting PC-
File by following the PCF command with the database file
specification. For example, to start PC-File 7 and load the
database called CONTACTS in your \DATA directory on your D
drive, you would type:
pcf d:\data\contacts
and press ENTER.
Note that you do not include an extension following the
database name.
You can also change the parameters for the current session of
PC-File by adding switches to the start command. See Chapter
13, "Adding Commands at the DOS Prompt" for details on command
line switches.
Exiting PC-File
When you exit PC-File, the program displays an exit window.
The window provides brief information on the number of records
processed during the current session.
To quit PC-File:
1.Choose File from the menu bar.
PC-File Version 7 Users Guide 13
2.Choose Exit from the File menu.
3.Choose Exit from the exit window. If you change your mind,
choose Resume to return to PC-File.
Graphic and Character Modes
PC-File operates in one of two modes:
Graphics mode
Character mode
PC-File performs the same functions in both modes. Graphics
mode presents a crisper, more modern appearance than Character
mode, but Character mode offers somewhat more speed when PC-
File is writing data to the screen and uses about 10K less
memory.
Graphics mode is designed for use with VGA, EGA, and Hercules-
compatible monochrome monitors. Even with one of these
monitors, however, you can switch to Character mode to speed
up an operation.
On the other hand, if you have a CGA monitor (monochrome or
color), you can only use Character mode.
PC-File defaults to operating in Graphics mode. You can switch
from Graphics to Character mode, but you can do so only by
restarting PC- File. There are two ways:
When you start PC-File, add /CHARMODE to your starting
command to switch to Character mode for the current session.
For example, type pcf /charmode at the DOS prompt. PC-File
reverts to the default (Graphics mode) the next time you
start the program.
Turn off Graphics mode in your configuration profile by
removing the X from the Graphics mode check box. After
saving the change, exit from PC-File and restart it. You
remain in Character mode until you change the profile again
or load another profile. See Chapter 13, "Utilities," for
information on configuration profiles.
Using the Mouse
If you have a mouse, you can use it throughout most of PC-File
to make your work easier and quicker. The only major area of
the program where the mouse is not functional is the PC-Label
utility.
You must have the mouse driver that came with your mouse
installed and loaded before starting PC-File. Refer to the
documentation that came with your mouse for details on driver
installation.
PC-File Version 7 Users Guide 14
Use the left button of the mouse for almost every action in
PC-File.
The right button is only used to call up the list of macros
for invoking execution of a macro. If you have a three-button
mouse, the center button is not functional in PC-File.
The mouse cursor changes shape in Graphics mode in PC-File,
depending on what you are pointing at:
The basic mouse cursor is an arrow or pointer, which you can
use to choose options and buttons.
An I-beam appears when you move the cursor into a text box,
field, or edit window, where you can enter text.
The cursor takes the shape of a hand when you move it over
the title bar of a dialog box or Help window that can be
moved about the screen.
An hourglass appears when PC-File is performing a task that
requires that you wait for it to finish before going on to
the next step.
NOTE: In Character mode, the cursor appears as a rectangular
block at all times.
You can block a section of text with the mouse in order to
delete it or move it. To block the text, place the cursor at
one end of the block and press the left mouse button. Holding
the button down, drag the cursor to the other end of the
block. Release the button. The block appears in reverse type.
Use DEL to delete the text; SHIFT-DEL to delete the text and
copy it to the buffer; CTRL-INS to copy the text to the buffer
without deleting it; and use SHIFT-INS to copy the text from
the buffer to another location on the screen. See Chapter 7,
"Finding and Modifying Data," for more information on using
the buffer.
Using the Keyboard
With its pull-down menus, buttons, and other features, PC-File
is designed to be used with a mouse. If you have a mouse
installed, you will undoubtedly find the mouse often makes it
easier to navigate through PC-File. But any action you take in
PC-File with a mouse can also be taken with a keystroke or
series of keystrokes.
Sometimes, in fact, you will find the keyboard quicker than
the mouse. Some hot keys, for example, often prove to be
quicker than their menu or button equivalent.
When recording macros, you must use the keyboard instead of
the mouse- mouse actions are not recorded.
PC-File Version 7 Users Guide 15
Keys specific to a particular area or operation of PC-File are
pointed out throughout this manual. However, a complete list
of the keys is given below as reference.
Navigation Keys
Navigation keys allow you to move around on the screen. They
normally operate in a similar fashion no matter where you are
in PC-File. If they have multiple uses, each is explained
below.
Keys: Function
ENTER: Activate the current entry; move on to the next
step.
ESC: Cancel the current operation; move back one step.
ALT: Switch the cursor between the menu bar and the work
area (the current record, or editing windows and dialog
boxes with menu bars). For example, when editing a record,
press ALT to move the cursor to the menu bar. Press ALT
again to move the cursor back into the record. ALT-letter
Hold down ALT and press the underlined or highlighted letter
of a menu bar option to display the pull-down menu for that
option. In dialog boxes, press ALT and the underlined or
highlighted letter to choose buttons or check boxes.
HOME: Move the cursor to the leftmost position or choice.
END: Move the cursor to the rightmost position or choice.
CTRL-RIGHT ARROW: Move the cursor to the first character of
the next word.
CTRL-LEFT ARROW: Move the cursor to the first character of
the previous word.
CTRL-HOME: Move the cursor to the top-leftmost position in a
memo field or edit window.
CTRL-END: Move the cursor to the bottom-rightmost position
in a memo field or edit window.
PGUP: Scrolls one window full of information above the
currently visible window area.
PGDN: Scrolls one window full of information below the
currently visible window area.
CTRL-PGUP: Move the cursor to the first field on the screen,
when viewing records.
CTRL-PGDN: Move the cursor to the last field on the screen,
when viewing records.
PC-File Version 7 Users Guide 16
TAB: Move the cursor to the next field, button, or option.
The cursor moves from left to right and top to bottom. At
the bottom-rightmost position, the cursor "wraps around"
back to the top-leftmost position.
SHIFT-TAB: The opposite of TAB: move the cursor to the
previous field, button, or option. The cursor moves from
right to left and bottom to top. At the top-leftmost
position, the cursor "wraps around" back to the bottom-
rightmost position.
CTRL-TAB: Move to the right in a Table view, Modify mode.
CTRL-SHIFT-TAB: Move to the left in a Table view, Modify
mode.
LEFT ARROW: Move the cursor one position or option to the
left. On menus, at the leftmost position, cursor "wraps
around" to the rightmost position.
RIGHT ARROW: Move the cursor one position or option to the
right. On menus, at the rightmost position, the cursor
"wraps around" to the leftmost position.
UP ARROW: Move cursor up one position, field, or option. At
the top position, the cursor "wraps around" to the bottom.
DOWN ARROW: Move cursor down one position, field, or option.
At the bottom position, cursor "wraps around" to the top.
Editing Keys
Use editing keys in edit windows and within fields and text
boxes to make changes to the text.
To select or block a section of text using the keyboard, place
the cursor at one end of the block. Then, hold SHIFT down
while you move the cursor to the other end of the block with
the ARROW keys or other key combinations listed below. You can
then delete or move the block of text. Use DEL or BACKSPACE to
delete the text. See the section on reading to and writing
from the buffer in Chapter 7, "Finding and Modifying Data,"
for information on moving blocks of text.
Keys: Function
BACKSPACE: Move the cursor one position to the left,
deleting the character in that position or the selected
block
DEL: Delete the character to the right of the cursor, or the
blocked text
CTRL-DEL: Deletes the word the cursor is currently on.
PC-File Version 7 Users Guide 17
INS: Toggle between insert and replace mode; the mode is
indicated by the size of the cursor
SHIFT-RIGHT ARROW: Start or extend the selection one
character position to the right
SHIFT-LEFT ARROW: Start or extend the selection one
character position to the left
SHIFT-UP ARROW: Start or extend the selection up one line
SHIFT-DOWN ARROW: Start or extend the selection down one
line
SHIFT-END: Select all characters from the cursor to the end
of the line
SHIFT-HOME: Select all characters from the cursor to the
beginning of the line
CTRL-SHIFT-RIGHT ARROW: Start or extend the selection one
word to the right
CTRL-SHIFT-LEFT ARROW: Start or extend the selection one
word to the left
Hot Keys
Hot keys are key combinations designed specifically for often-
used actions in PC-File. If you don't have a mouse, you must
use hot keys for some of the buttons on the button bar. Other
hot keys replicate menu options. For example, you can choose
Drop to DOS from the Tools menu, or you can press CTRL-D.
Several of the hot keys provide editing functions.
Hot key Function
CTRL-A Continue search
CTRL-B Blank from cursor to end of field or line
CTRL-C Bring up the calculator (Tools/Calculator)
CTRL-D Drop to DOS (Tools/Drop to DOS)
CTRL-E Expand memo field to a window
CTRL-F Duplicate field from previously-viewed record
CTRL-H Forces insert mode; not a "toggle" like INS key (for
macros)
CTRL-I Switch to another index
CTRL-J Dial phone number (Tools/Telephone dialer)
PC-File Version 7 Users Guide 18
CTRL-L Print snapshot label (Tools/Snapshot)
CTRL-M Display macro menu to invoke macro (Macro/Execute)
CTRL-N Display next record (in Record view)
CTRL-O Toggle between flip data and insert tilde, and flip
data and remove tilde
CTRL-P Display previous record (in Record view)
CTRL-Q Spell check current selection
CTRL-R Duplicate previously viewed record when adding
CTRL-S Simple search
CTRL-T Toggle between current and most recent view
CTRL-V View memo window
CTRL-W Display cursor location box (letters, Free form, and
Language reports only)
CTRL-Y Begin and end recording macro (Macro/Begin recording
and Macro/End recording)
ALT-O Choose OK in dialog boxes and windows
ALT-C Choose Cancel in dialog boxes and windows
ALT-F7 Use with ARROW keys to move dialog boxes and windows
ALT-F8 Use with ARROW keys to resize memo window
ALT-F10 Resize memo window to full screen
SHIFT-DEL Delete selected text and copy to buffer
CTRL-INS Copy selected text to buffer
SHIFT-INS Paste selected text from buffer
PC-File Version 7 Users Guide 19
Elements of the PC-File Screen
PC-File features easy-to-use pull-down menus and dialog boxes
throughout the program. This section explains the various
features of the program and how to navigate in them, using a
mouse or the keyboard.
The Basic Screen
When you open a database, PC-File displays the first record on
the screen, based on the current index.
The title bar displays the name and description (if there is
one) of the open database. If no database is open, only the
program name displays.
The menu bar is the main menu for PC-File. Choosing any of the
options on the menu bar displays a pull-down menu, from which
you choose the actions you want to take. In some parts of PC-
File, a small menu bar serves the current screen.
The work area varies, depending on where you are in PC-File.
It may be a displayed record, or an edit window for defining a
database, report, or letter.
Dialog boxes display to request information from you.
Command buttons appear on the button bar for commonly used
functions when they are appropriate. Use hot key equivalents
if you don't have a mouse, or prefer using the keyboard.
The status line displays the description of the current index
and the number of records in the open database. This line is
for information only and is not accessible with the cursor.
Moving Between Elements with a Mouse
If you use a mouse, you can move between the menus, work area,
and buttons by moving the cursor to the appropriate location
and clicking. For example, if you are modifying a record in
the work area and want to move to the next record, you can
click on the Next button at the bottom of the screen. If you
want to move to the menu, click on the menu option.
Moving Between Elements with the Keyboard
Press ALT to toggle between the menu bar and the work area. If
the cursor is in the work area, press ALT to move to the File
menu. If you are on the menu, pressing ALT takes you to the
first field in the work area.
PC-File Version 7 Users Guide 20
Press ALT-letter, where "letter" equals the underlined or
highlighted letter of the menu bar option, to move from the
work area to a specific menu. For example, press ALT-S to
display the Search menu.
To access the buttons on the button bar, use the appropriate
hot keys. For example, to display the next record, press CTRL-
N. The hot keys are listed above and in Chapter 7, "Finding
and Modifying Data."
The Menu Bar
Each option on the menu bar serves as the heading for the menu
that pulls down below it. Thus, Edit is an option on the menu
bar and is also the name of the menu that displays when you
choose it.
Some features about menu options should be pointed out:
A grayed-out option is not currently active. Most options
become active once you open a database.
An ellipsis (three dots) following an option indicates that
more information is needed before the action specified is
taken. Normally a dialog box displays when you choose the
option.
A check-mark indicates that one of two options is chosen. For
example, on the Edit menu, you can toggle between Modify mode
and Read-only mode. Only one of these options can be chosen at
a time. Choose the unchecked option to change options.
Choosing Menu Options with a Mouse
To display a pull-down menu, click once on the menu bar
option. To choose an option on a pull-down menu, click once on
that option. For example, to open a database, click on the
word File to open the File menu, then click on Open to display
a dialog box.
Choosing Menu Options with the Keyboard
Use the left and right arrows, or TAB and SHIFT-TAB, to move
along the menu bar. Highlight an option and press ENTER or the
DOWN ARROW to display the pull-down menu. If no menu is pulled
down, you can also press the first letter of the menu bar
option to highlight it and display its pull-down menu. If you
are elsewhere on the screen, press ALT and the underlined or
highlighted letter of the menu bar option to display the pull-
down menu. For example, press ALT-S to display the Search
menu.
PC-File Version 7 Users Guide 21
Once a pull-down menu is displayed, press the underlined or
highlighted letter of an option to choose that option. You can
also use the UP and DOWN ARROWS to highlight an option, then
press ENTER to choose it.
Dialog Boxes
PC-File uses dialog boxes to request information. You may be
asked to choose an option from a list, menu, or group of
buttons, or enter a name or description. Dialog boxes take on
a wide variety of shapes and forms in PC-File, but they are
simple to use.
Moving Dialog Boxes
Most dialog boxes can be moved if they cover something you
want to see while the box is on the screen.
With a mouse, point at the title bar, hold the left button
down and drag the dialog box where you want it. The cursor
changes to the shape of a hand (in Graphics mode only) when
you move it onto a title bar.
With the keyboard, press ALT-F7, then use the ARROW keys to
reposition the box. Press ENTER once the box outline is
located where you want it.
Moving Within Dialog Boxes
Dialog boxes normally contain one or more elements, including
buttons, boxes, and lists. Use the following techniques to
move within and between these elements.
With a mouse, click on the element of the dialog box you want
to move to or change. If it is a command or option button,
clicking once activates the button.
With the keyboard, use ALT-letter, where "letter" is the
underlined or highlighted letter of the appropriate element,
to move the cursor to that element. For option buttons and
check boxes, ALT-letter is the only access if you don't have a
mouse. For other elements, you can also use TAB and SHIFT-TAB
to move within and between elements. Use TAB to move to the
right or down, SHIFT-TAB to move up or to the left.
To accept the current options, choose the OK button or press
ALT-O.
Choose the Cancel button (you can press ALT-C) or press ESC to
cancel the operation and move back one step.
Elements of a Dialog Box
Dialog boxes can contain command and option buttons, text and
list boxes, and check boxes.
PC-File Version 7 Users Guide 22
Command Buttons
Command buttons are the rectangular buttons used to initiate
an action. They appear on the button bar as well as in dialog
boxes. The OK and Cancel buttons found in most dialog boxes
are command buttons.
With a mouse, click once on a command button to initiate the
action.
With the keyboard, press the underlined or highlighted letter
on the button to initiate the action. If the dialog box
includes a text box, press ALT and the underlined or
highlighted letter. For the OK and Cancel buttons, press ALT-O
or ALT-C respectively to initiate the action. You can also
move the cursor to the command button and press ENTER.
Text Boxes
Text boxes allow you to type in information. When you move the
mouse cursor to a text box, the mouse cursor changes from an
arrow to an I- beam.
Type the appropriate text in the highlighted box. In some
cases, default text may be shown, in which case you can leave
the default or type over it.
All text boxes have a limit to the number of characters you
can enter. Some text boxes are scrollable, allowing you to
enter more information than the displayed area indicates. In
those cases, the text scrolls to the left. Either way, PC-File
beeps when you reach the character limit of the box.
List Boxes
A list box provides a menu of options to choose from. Some
list boxes permit just one choice; others, called check-off
lists, allow for multiple selections.
List boxes often include scroll bars, indicating there may be
more options than are shown.
With a mouse, click above or below the scroll box or on the
scroll arrows to scroll up or down the list of options. You
can also drag the scroll box. To do so, click on the scroll
box, hold the mouse button down, and drag the box up or down
the scroll bar. Click on an option to choose it.
With the keyboard, use the UP and DOWN ARROWS to scroll. To
choose an option, move the highlight to the desired option
with TAB and SHIFT-TAB or UP and DOWN ARROWS and press ENTER.
PC-File Version 7 Users Guide 23
When you may need to make more that one selection from a list,
PC-File uses a field selection list box. Check-off list boxes
display a checkmark next to each option you select. If the
order of selection is important, a number indicating the order
also displays.
With a mouse, click on an option to select it. Repeat for each
additional selection you want to make.
With the keyboard, use the UP and DOWN ARROWS to highlight an
option. Press ENTER to select the option. Repeat for each
additional selection you want to make.
You cannot undo individual selections. If you make a selection
in error, you must undo all of your selections and make them
over again. Choose the Reset button to remove all checkmarks
and numbers.
Once you have finished making all of your selections, choose
OK to initiate the action.
Option Buttons
PC-File uses option buttons to indicate available program
options. You can only choose one option at a time.
With a mouse, click on the button to choose it.
With the keyboard, press ALT-letter, where "letter" is the
underlined or highlighted letter of the button label, to
choose the appropriate button.
Check Boxes
Check boxes allow you to turn individual options ON and OFF.
An X in the box indicates the option is turned ON.
A check box is a toggle. Choose it once to turn the option ON;
choose it again to turn the option OFF.
With a mouse, click within the box itself to choose it. Don't
click on the label.
With the keyboard, press ALT-letter, where "letter" is the
underlined or highlighted letter of the box label, to choose
it.
The Work Area
The work area in PC-File is of three types:
The main screen
PC-File Version 7 Users Guide 24
The edit window
The view designer
The main screen is the screen you are looking at when you are
adding, modifying, or viewing your records. When modifying or
viewing records, you can be in either of two formats: a Record
view or a Table view.
The edit window is a specialized word processor which displays
when you write a letter, or create a report using the Free
form and Language formats. Within the edit window you can
enter text
The view designer is used to create and modify database views.
The view designer lets you manipulate text and fields as
objects you can move within a view using the mouse or
keyboard.
Editing keys used on both the main screen (in Modify mode
only) and in the edit window are described later in this
chapter.
Drawing Lines and Boxes
Within the edit window only, PC-File lets you draw lines and
boxes as part of a structure. Lines and boxes can add clarity
to the structure by enclosing and sectioning off related
fields.
You can create lines and boxes by using characters from the
ASCII table. To use these characters, hold down ALT while
keying in the decimal value of the character. Then release the
ALT key. For example, to enter +, hold down ALT and key in the
numbers 2 1 8, using the numeric keypad on the right side of
the keyboard.
The complete ASCII Table is found in Appendix D.
Other ASCII characters, such as letters from other languages,
can be entered in the same way.
Status Windows
Printing a report or checking for duplicate records in a large
database can often take several minutes. PC-File provides a
handy feature that lets you know how the operation is
progressing.
This feature, called a Status window, appears in the lower
right corner of your screen. It displays during all record
processing, except when you are printing a report, letter, or
graph to the screen. In those cases, the window could block
your view, so it is not displayed.
PC-File Version 7 Users Guide 25
The fields and status bars in the window are described below:
Records: Shows total number of records in the database,
including any deleted records whose space has not been
reused.
Scanned: Indicates the number of records read.
Selected: Indicates number of records selected.
Percent selected: Indicates the percentage of records read
that have been selected. If you choose All records, this
always shows 100 percent. If you choose Some records, it
indicates what percentage have been selected from those read
so far.
Percent complete: Indicates what percentage of the total
records in the database have been read.
Selecting Files and Fields
Two operations show up repeatedly in PC-File. To ensure that
you understand how to perform these operations, the procedures
are detailed here in full.
Selecting a File
File selection dialog boxes appear when you want to open a
database or a feature of the database, such as a report or
letter, that PC-File maintains in a separate file. Use this
dialog box to choose the file you want.
There are two ways to select a file:
Choose the path and file from the directory and file list
boxes
Enter the path and file in the text box
The path is the drive and directory where the file is located.
Directories can be nested within other directories down to
many levels.
To choose the file from the list boxes:
1.Choose the path first, using the directory list box.
Choose (..) to move up the hierarchy of directories, if
necessary. Choose a drive letter to change drives. Choose a
directory to list the files in that directory. The current
path is displayed above the directory list box.
2.Choose the file from the file list box.
PC-File Version 7 Users Guide 26
All the files in the current directory with the file
extension appropriate to the current file selection dialog
box are listed. For example, if you are selecting a
database, all files with the extension .DBF located in the
current directory are listed.
To enter the file in the text box:
1.Place the cursor at the start of the text box.
2.Type in the path and file name. The file extension is
usually unnecessary. For example, to select the MEMBERS
database, type c:\pcfile\sample\members
If the drive listed is already correct, you can just enter
the directory and filename. For example, type
\pcfile\sample\members If the path is already correct, you
can just enter the file name. For example, type members
3.Press ENTER or choose OK.
If you can't remember where your file is located, use the
command buttons labeled "This drive" or "All drives." Choose
"This drive" to display all the appropriate files on the
current drive. Choose "All drives" to display the appropriate
files in drives C through Z. PC- File searches up to 10
subdirectories deep and displays the first 100 appropriate
files it finds.
Selecting a Field or Partial Field
Many PC-File operations require that you choose one or more
fields from the database. When that step arises, PC-File
displays a field selection dialog box.
In some cases, you can select just a single field. To do so,
click on the field with the mouse or use the arrow keys to
highlight the field and press ENTER.
In other cases, you can select multiple fields. Choose the
fields in the order of importance. A check mark and a number
representing the order appears next to each field as you
select it. When you have chosen all the fields you want,
choose OK.
In rare cases, you may want to choose the same field twice. If
you choose a field a second time, only the second number
appears next to the field. However, the field is used twice in
the operation, in the order selected.
If you make a mistake while choosing multiple fields, choose
Reset. The check marks and numbers disappear, allowing you to
start over.
PC-File Version 7 Users Guide 27
You can also choose a partial field. For example, if you want
to use the first five digits of a nine-digit zip code field,
you can designate those character positions in the field.
To select a partial field, use the text box in the field
selection dialog box. Enter the partial field in the following
format:
Field name,starting position,number of positions
The starting position is the position of the first character
you want to choose from the field. The number of positions is
the total number of characters in your selected partial field,
beginning with that first character. Use commas between the
three parts of the command. Do NOT use spaces.
As an example, consider a field called Phone that contains
numbers in the following format: 206-454-0479. To print just
the phone number without the area code, you would designate a
partial field of just the last eight characters. In the text
box, you would type
Phone,5,8
The example shows a partial field selection starting at the
fifth position and selecting eight characters.
In the example of the nine-digit zip code field, enter the
partial field like this:
Zipcode,1,5
This prints five characters of the field, starting with the
first character.
You can use the text box for entering whole fields, as well as
partial fields. If you want to select a whole field in this
way, you only need to enter the field name.
The text box can be handy for recording macros as well. To
choose a field while recording a macro, type the field name in
the text box. This avoids possible problems with any changes
in the order of the fields in the list box.
Using Help
PC-File provides an on-line Help system throughout the
program. This Help system is context-sensitive, providing
instant information about the current screen or dialog box.
Help takes several forms in PC-File. The following chart
illustrates the available options:
Menu option: Key: Purpose
PC-File Version 7 Users Guide 28
Help now: F1: Context-sensitive Help about current option,
dialog box, or screen
General Help: ALT-F1: Reference help (a list of keys,
navigation tips, and menu information)
Choose OK or press ESC to remove a Help window from the
screen.
Help windows work like dialog boxes in that you can move them
around the screen if they are covering something you want to
see. With a mouse, place the cursor on the title bar, press
the left button, and drag the window. With the keyboard, press
ALT-F7, then use the arrow keys to move the window.
Backing Up Your Databases
Back up your databases frequently. Your databases are the
result of your time and effort and, perhaps, money. You can
never predict when a database may be damaged. You or other
users might erase data by mistake, your hard disk may crash,
or the electricity may go out. If you have no backup, all
could be lost.
Keep at least two copies of each database on separate floppy
disks in addition to the copy you use regularly. You might
want to get into a routine of backing up one copy one day and
the other copy the following day. Some users maintain a copy
for each day of the week, with the day clearly marked on the
floppy disk.
Back up all the database files when you first create a
database. Once you have done that, you only need to back up
those files you make changes to. For example, when you add or
modify data, back up the data file. If you create or modify a
report, back up the report file.
There are several ways to back up a database:
Use the DOS BACKUP command
Use a special backup program or tape software
Use the DOS COPY command
Use the Copy option in PC-File (choose File Management from
the Utilities menu)
Each method is explained below.
NOTE: You can't back up an open database. If you use the Copy
option in PC-File to back up a database, close the current
database first. If you backup from the DOS prompt, exit from
PC-File and then issue the BACKUP command.
PC-File Version 7 Users Guide 29
Using the DOS BACKUP Command
If a database is too large to fit on a single floppy disk, use
the DOS BACKUP command. This command lets you copy the entire
database onto several floppy disks. You must use the DOS
RESTORE command to copy the database back onto a hard disk, if
that need arises. See your DOS manual for more information on
the use of these commands.
To back up a database using the DOS BACKUP command:
1.At the DOS prompt, enter the command to back up the
database. For example, to back up the MEMBERS database to
floppy disks in drive A, you would type the command
backup c:\pcfile\sample\members.* a:
and press ENTER.
Using Special Backup Programs
You can back up databases with programs specifically designed
for that purpose. You can also use tape backups for databases.
If you have a special backup program, see the manual that
comes with it for instructions.
Using the DOS COPY Command
If your database is small enough to fit on a single disk, you
can use the DOS COPY command. See your DOS manual for more
details on using this command.
To back up files using the DOS COPY command:
1.At the DOS prompt, enter the command to copy the database.
For example, to copy the MEMBERS database to a floppy disk
in drive A, you would type the command
copy c:\pcfile\sample\members.* a:
and press ENTER.
Using PC-File's Copy Option
PC-File makes it easy to back up files from within the
program. The procedure is not quite as fast as the DOS
commands, but you don't have to exit from the program to do
it. And PC-File groups the files in such a way that backing up
is easier.
NOTE: If copying to a floppy disk, the database files (files
with extensions .DBF, .DBT, and .HDB) must fit on one disk. If
your database files don't fit on a single disk, you must use
the DOS BACKUP command or a special backup program instead.
PC-File Version 7 Users Guide 30
To back up files using the PC-File copy option:
1.Choose Utilities from the menu bar.
2.Choose File management from the Utilities menu. PC-File
prompts you to choose one of three options: Copy, Delete or
Rename.
3.Choose Copy.
4.Choose the type of file to copy. Choose Database to back up
the structure and data in a database. All database files
with the listed file extensions will be copied. The other
options copy files with the indicated file extensions.
5.Choose or enter the drive, path, and file name you are
copying from.
6.Choose or enter the drive, path, and file name you are
copying to. If you are copying to a floppy disk, you
normally just need to enter the drive and file name.
NOTE: For information about PC-File files and file extensions,
see Appendix C, "Program and Database Files."
PC-File Version 7 Users Guide 31
CHAPTER 2 CREATING A DATABASE STRUCTURE
The first step in defining a database is defining the database
structure. You "tell" PC-File what your fields will be named,
what type of data will be stored in them, and how long each
field will be. This chapter covers the details of this
process, plus other database design considerations. Opening
and closing an existing database is also described.
Opening and Closing a Database
Some menu options, such as Configuration, are accessible
without an open database. However, unless you are creating a
new database, you will generally want to open a database once
you start PC-File. You can then begin working with the
database. Alternatively, you can open a database when starting
PC-File from DOS.
Opening a Database
To open a database:
1.Choose File from the menu bar.
2.Choose Open from the File menu. A file selection dialog box
appears, with the databases in the current directory listed.
3.Choose the database you want to open by clicking on it and
choosing OK, or highlight the text box and type in the
database name. If the database is located in another
directory, use the Directory list box to move to that
directory. You can open only one database at a time. If you
open a second database, PC-File automatically closes the
first database.
NOTE: You can open any database that uses dBASE-format files.
These are files created with a program such as dBASE or FoxPRO
and which use the extension .DBF. PC-File creates a header
file automatically, which allows you to use certain features
specific to PC-File. You are also prompted to enter a database
description. The description is optional.
To load a database automatically when starting PC-File from
DOS type pcf followed by the database file specification. You
do not need to include the database file extension. For
example, to start PC-File and load a database called CONTACTS
in the \DATA directory on drive D, you would type the
following at the DOS command prompt:
pcf d:\data\contacts
and press ENTER.
To open a database when starting PC-File:
PC-File Version 7 Users Guide 32
1.Type PCF at the DOS prompt followed by the desired
database's file specification in the following format:
pcf d:\subdirectory\databasename
2.Press ENTER
Closing a Database
To close a database:
1.Choose File from the menu bar.
2.Choose Close from the File menu. If you are ready to quit
PC-File, you can choose Exit instead. The program closes the
database automatically.
If you want to open another database, choose Open from the
File menu. PC-File closes the current database before opening
a new one.
The Database Structure
PC-File allows you to create a database easily by defining a
basic database structure. The database structure defines what
fields you will have for each record in your database. (See
Lesson 1, "Understanding Databases," in the Tutorial section
if you are not familiar with database terminology and
concepts.)
After you have created the basic database structure, you can
add additional features if you want. You can:
Change field attributes, such as calculations, special
formatting, or data validation rules, using the Field
Attributes option on the File menu.
Create different views to change the way the data is
displayed in the work area using the Create option on the
Views menu.
Define indexes to sort your data different ways using the
Index Maintenance option on the File menu.
This section explains how to create the basic database
structure. See Chapter 4, "Adding and Modifying Field
Attributes" for details on how to change field attributes. See
Chapter 5, "Database Views" for details on how to change the
view of the data. See Chapter 8, "Indexing Data" for details
on how to create indexes.
There are three ways to create a new database structure:
Create a database structure from scratch
PC-File Version 7 Users Guide 33
Create a database structure by patterning after an existing
database
Redefine an existing database and build a new file
Patterning after a database copies only the original
database's structure: field names, lengths, and types. If you
also want to copy a database's field attributes and custom
views, you must redefine an existing database. Redefining also
gives you the option to transfer some, all, or none of the
records to the new database.
This chapter explains how to create a database structure from
scratch or by patterning after another database. See Chapter
3, "Modifying a Database Structure," for information on how to
redefine an existing database.
What is a Database Structure?
The single most important element of a database is its
structure. The database structure consists of the fields you
want for each record in your database. Each field represents a
different category within the set of pieces of information
that make up a record.
Each field has a field name that uniquely identifies it within
the database structure. The field name appears on the entry
screen when entering records, and is also used to access a
field's data for many other database operations such as
calculations, printing reports, defining indexes, relational
operations, and exporting.
Each field has a field type that is determined by the kind of
information you will be storing in the field. A field in PC-
File can be one of five field types: Character, Numeric, Date,
Logical, or Memo.
Lastly, each field has a field length that determines how many
chararacters you can enter and store in the field.
A simple example of a database base structure would be a
database to store names and phone numbers. To create such a
database, you might define a database structure with 3 fields
named: FIRST_NAME, LAST_NAME, and PHONE.
After naming the fields, you need to determine what field
types to use. The FIRST_NAME and LAST_NAME fields will only
contain letters and possibly punctuation, so they both would
be designated as character type fields. The PHONE field will
contain numbers, so you might think it should be a numeric
field type. But a phone number field will also contain dashes
between numbers and possibly parentheses around area codes. A
numeric field will only store numeric values, therefore you
must also
designate PHONE as a character field.
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You also need to determine how long to make your fields.
Choose lengths that are appropriate for the data you will be
working with, keeping in mind that even empty fields and
spaces at the end of a field entry take up disk space. You
might make FIRST_NAME 10 characters long, LAST_NAME 15
characters long, and PHONE 14 characters long (assuming you
are formatting your phone numbers like: (555) 555-1234).
See the "Fields and Field Characteristics" section later in
this chapter for more details on field names, types, and
lengths.
Maximum Record Size
The overall size of each record is determined by the sum of
the lengths of all fields, except memo fields each of which
account for 10 characters of the record size. The maximum
number of characters PC-File allows per record is 4,000. And,
you can have no more than 128 fields per record.
To calculate the record size of your database strucuture, add
the lengths of each character and numeric field, plus 8 for
each date field, 1 for each logical field, and 10 for each
memo field. This number must total 4,000 or less.
(Note: Memo field data is stored in a separate file-the number
10 used for memo fields when calculating record size accounts
for the information stored in the main data file that "points"
to data stored in the memo file.)
Here is an sample calculation to determine the record size for
a simple database:
FIELD Type Length
FIRST_NAME Character 15
LAST_NAME Character 15
PHONE Character 15
ENROLL_DATE Date 8
MEMBER_YN Logical 1
DUES_PAID Numeric 6
NOTES Memo 10
Total Size 70
Fields and Field Elements
The building blocks of a database structure are the fields.
Creating a database basically involves defining the elements
of each field. The field elements that you can define in PC-
File are listed below.
Elements: Purpose
PC-File Version 7 Users Guide 35
Field Name: Uniquely identifies a field.
Field Type: Defines the kind of data a field contains. The
field type may limit what characters are allowed, the format
that is accepted, and how the data is handled for sorting,
searching, or calculations.
Length: Defines the number of characters allowed in a field.
The lengths allowed vary for each field type. For character
fields, you can select a length that exceeds 65 characters,
but only 65 characaters will display in the work area at once.
Decimals: Applies only to numeric data. This determines how
many places to the right of the decimal to display.
Calculations in numeric fields are rounded to this number of
places.
Physical Order: The order in which you enter the fields is the
physical order of the data base. Fields will initially be
accessed in this order. However, you can provide different
access orders by defining custom views (see Chapter 5).
The field name, field type and length are required elements
for all fields. Decimals are only required for numeric fields
and can be set to zero. At zero, any data entered on the right
side of the decimal is rounded and is not stored in the
database.
Field Names
Field names can be up to 10 characters long and can contain
letters, numbers, or the underscore ( _ ) character. Field
names must start with a letter. Spaces are not allowed.
All field names in the same database must be unique. PC-File
treats both uppercase and lowercase letters in field names the
same. Thus, you couldn't name two separate fields PHONE and
Phone in the same database.
NOTE: By default, PC-File puts the field names on the screen
next to the fields. This shows you which fields correspond to
which field names. You can change this text or put additional
text on the screen by defining a custom view. Custom views
allow you to put nearly any text on the screen-you don't have
to follow the rules for field names mentioned above. See
Chapter 5, "Views" for details on how to define custom views.
Field Types
Field type determines the kind of information that can be
entered into a field. It can also determine the length of a
field, or a range of lengths. Field type must be defined for
every field.
PC-File Version 7 Users Guide 36
The table below lists each of the five field types supported
by PC- File, their length or range of lengths, and their
allowable characters. Additional information about each field
type follows the table.
Field type: Field length: Allowable characters
Character: 1 to 254: All letters, numbers, and other
characters found on a typical keyboard (all ASCII characters
with a decimal value over 31)
Numeric: 1 to 19: All numbers, and optionally: the decimal
point (period), leading minus sign (hyphen), or leading plus
sign
Date: 8: All numbers, plus the slash, hyphen, or period
Logical: 1: T or F, Y or N
Memo: 5000: Same as Character fields, except for _ which is
reserved as a control character.
Character Fields
Most fields you define are of this type. Character fields can
include letters, numbers, and most other characters found on a
typical keyboard. Additionally, you can enter extended
characters by pressing the ALT key and entering the
character's ASCII decimal value on the numeric keypad. You can
also enter extended characters directly from the keyboard if
your system is configured to use character sets for languages
other than United States English with the DOS KEYB program-
see your DOS manual for details.
Numeric Fields
Numeric fields contain arithmetic values. They are precise up
to eight decimal positions.
Just because a field contains numbers does not mean it should
be a numeric field. As a general rule, if using the data in a
calculation would be meaningless, define the field as a
character field. For example, you would not use phone numbers
in a calculation, so a phone number field should be defined as
a character field.
Additionally, PC-File discards everything to the right of the
first non-numeric character it encounters in a numeric field.
If you enter data that contains both numbers and other
characters into a numeric field, some of your data will be
lost. For example, if you enter the phone number 206-555-1212
into a numeric field, PC-File converts and stores this as a
value of 206. Zip codes, social security numbers, or part
numbers are other good examples of data that contain numbers
but should be stored
PC-File Version 7 Users Guide 37
in character fields.
Fields that you define to number records consecutively should
be numeric fields. These fields are often used to sort records
and defining them as character fields will result in the
following sort: 1, 10, 101, 11, 2, 21-PC-File essentially
"alphabetizes" numbers entered into character type fields. The
same set of numbers entered in a numeric field would be sorted
properly: 1, 2, 10, 11, 21, 101.
Numeric fields are never displayed or stored as blank. PC-File
displays and stores 0 in any numeric fields left blank when
adding records.
Date Fields
Typical date fields are birth dates, expiration dates, and due
dates. Unless you want to use a non-standard date format, you
should define any field you want to enter dates into as a date
type field. This allows PC-File to properly sort and search
the field.
Internally date fields are always stored as 8 characters of
data in a YYYYMMDD format. When defining date type fields for
your database structure, the only length allowed is 8.
However, date fields can be displayed using either 8- or 10-
character formatting (using either a 2- digit or 4-digit
year). Date formatting is set using the Default Date Format
options on the Configuration dialog, or by setting Date format
as a field attribute. See Chapter 13, "Default Date Format"
and Chapter 4 "Date
Format" for details on how to change date display formatting.
If you do not set date display formatting, PC-File defaults to
displaying dates in 10-character MM/DD/YYYY format.
NOTE: The following information assumes you are using PC-
File's default Month/Day/Year formatting. You can reconfigure
PC-File to use other date formats using the Configure option
on the Utilities menu. See Chapter 13, "Default Date Format"
for details.
Date fields will only accept entries made in valid formats.
Regardless of how dates are configured to display, PC-File
only accepts date entries in two formats:
MM/DD/YY-"March 1, 1993" would be typed in as: 03/01/93 or
3/1/93. Internally, PC-File converts and stores this as
19930301. PC-File assumes the date is in the 20th century and
adds 19 at the beginning of the stored data for all dates
entered in the MM/DD/YY format.
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MM/DD/YYYY-"March 1, 2001" would be typed in as: 03/01/2001 or
3/1/2001. Internally, PC-File converts and stores this as
20010301. Because the full year is provided when entering
dates in this format, no century is assumed. This allows you
to enter dates from any century.
PC-File will display dates entered using either format as
MM/DD/YYYY, unless date display formatting was changed using
Configuration or Field Attribute settings.
NOTE: While date fields formatted to display 8-character date
formats also accept entries in either MM/DD/YYYY format, and
internally store the full year so entered, PC-File converts
the dates to display in MM/DD/YY format. PC-File sorts
properly if this field is indexed, but you cannot visually
distinguish between dates from different centuries. For
example, MM/DD/YYYY formatted data entered for "January 1,
1901" and "January 1, 2001" display identically: 01/01/01.
Therefore, you should always
use a 10-character date display formatting for entering dates
before 1900 or after 1999.
Also, PC-File date type fields convert any year entered as
less than 100 to a 20th century year. Therefore, PC-File date
fields can only be used to store dates from the years 100 AD
to 9999 AD.
Logical Fields
Logical fields are used for either/or situations. You can
enter only one character: T (True), F (False), Y (Yes), or N
(No), using either upper- or lowercase letters.
Memo Fields
Memo fields are a type of character field, but with a much
longer maximum field length (5000 characters). Use them to
store large amounts of text. Memo fields can't be indexed.
Use memo fields sparingly, as memo text requires an additional
file that can take up large amounts of disk space. Also, each
memo field requires additional system memory. As a general
rule, you should limit the number of memo fields in your
database to preferably no more than 2.
NOTE: However, you may not be able to use a database defined
with the maximum of 10 memo fields. PC-File has to set aside
memory to manage each memo field when it opens the database.
How much memory PC-File can use may vary depending on how the
system it is running on is configured.
PC-File Version 7 Users Guide 39
Memo text is stored in a file called databasename.DBT, where
"databasename" is the name of the database. Within that file,
memo text is stored in blocks of 512 characters. In other
words, at least 512 bytes of space are used up even if the
field only contains a single character. On the other hand, if
the field is left blank, no space is taken up in the memo
file. Once the amount of data in a memo field exceeds 512
characters, an additional 512 bytes is added to the .DBT file,
and so on up to the 5000 character size limit. Choose the
character field type unless: you will need more than 254
characters for the field; if the field will be used
infrequently; or if you don't need to worry about disk space.
NOTE: When you edit a memo field, PC-File attempts to reuse
the blocks previously used in the .DBT file. If PC-File is not
able to reuse the blocks, they are set aside (but still remain
as part of the .DBT) and new blocks are used. For this reason,
if you edit your memo fields frequently, the .DBT file may
grow larger than you expect it should be relative to the size
of the rest of the database. Packing the database using Pack
on the Utilities menu will remove unused information from the
.DBT.
Length
The field length is the maximum number of characters available
for data entry. Defining a field length of 15 characters for a
LASTNAME field, for example, would allow the entry of any last
name up to 15 characters in length.
Field length is determined by field type. Some field types
allow you to set the field length within a range, while others
are predetermined. For example, character fields can be from 1
to 254 characters long, but date fields must be 8 characters
long. The field lengths allowed for each field type are
described in the table at the beginning of the "Field Type"
section.
Decimal Places
Numeric fields require that you specify the number of
positions to the right of the decimal. PC-File provides
precision for up to eight places to the right of the decimal.
The number you enter for the field length specifies the total
length of the numeric field. If you are defining decimal
places, the total length includes a position for the decimal
point plus any positions to the right of the decimal point.
The maximum number of decimal places you can define is the
field length minus two, keeping in mind that the decimal point
itself is part of the total length. In other words, if you
define a numeric field as 10 positions long, you can place up
to eight of
PC-File Version 7 Users Guide 40
those positions to the right of the decimal. The largest
number you could enter into a field with a length of 10 and 8
decimal places would be: 9.99999999.
Data Length vs. Display Length
PC-File distinguishes between data lengths and display
lengths. The data length is the maximum number of characters
the field can contain. The display length is the number of
characters that show on the data entry screen at one time. For
character and memo fields, the data length can exceed the
display length. You are specifying the data length when you
define or redefine a database structure.
The maximum data length for character fields is 254
characters. If you want to store more than 65 characters in a
character field, you should specify that when you create the
database. If you forget to do this or change your mind later,
you can use the Redefine option on the File menu to change a
field's data length.
PC-File defaults to using display lengths of 65 for all memo
fields and for character fields with data lengths longer than
65. For character fields with data lengths 65 or less, PC-File
defaults to using a display width that matches the data
length. You can set the display width to be less than the data
length for character fields and memo fields using the View
designer as explained in Chapter 5.
You can scroll within a field that has a data length larger
than its display length. It's as if you were looking at the
field through a window, only able to see part of the data at
any one time. To see other portions of the field, you move the
cursor left or right, which moves the visual window across the
data.
A memo field always has a data length larger than than its
display length. You can scroll through the memo as described
above, or you can pop up an editing window to view or edit the
memo's contents. See Chapter 4, "Entering Data in a Memo
Field" and Chapter 5, "Viewing a Memo Field" for more details.
Numeric and logical type fields display lengths must be the
same as their data lengths-you cannot change their display
widths. Date fields' default display lengths are 10.
PC-File Version 7 Users Guide 41
Creating a New Database Structure
The process of creating a new database structure brings
together all the elements discussed above. If you have any
questions about specific elements while defining your new
database structure, refer to the preceding sections for
details on each element in the database structure: Field Name,
Field Type, Field Length, and Decimals.
Defining by Patterning After an Existing Database
If you want, you can start the database definition process by
patterning after the structure of an existing database. This
is useful if you want to create a copy of a database, or to
start from another database's definition.
Starting by "patterning after" only copies the existing
database's structure: the field's names, their types, and
lengths-calculations and other field attributes are not
copied. If you also want to copy the database's field
attributes and custom views, you must open the database you
want to copy and use the Redefine option on the File menu,
choosing to build a new file. See Chapter 3 for details on
redefining.
When you choose New from the File Menu, you will be asked
Pattern after Existing Database?
Answering Yes to this dialog displays a file selection dialog
box so you can choose the database structure to copy. After
you choose the database to copy, the Define screen displays
with the copied database's field definitions. You can then
continue with the definition process: adding, modifying, or
deleting fields as necessary.
Answering No to this dialog proceeds to an empty Define screen
to allow you to define a database from scratch.
To start defining a database by patterning after an existing
database:
1.Choose New from the File menu.
2.Choose Yes. The file selection dialog displays. See Chapter
1, "Selecting a File" for more information on how to use a
file selection dialog box.
3.Choose the database to pattern after. The Define screen
displays with the selected database's field characteristics
filled in. Continue the definition process as described
below.
PC-File Version 7 Users Guide 42
The Define Screen
After you answer the "pattern after" prompt, the Database
Structure Screen appears.
The Define screen consists of 5 columns of information: Field
Number, Field Name, Type, Length, and Decimals. PC-File
determines the field number and you enter the rest of the
information for each field's definition.
PC-File will start with one blank field definition line for
you to enter information. A new field definition line is added
whenever you advance below the last line in the Define screen,
up to the maximum of 128 fields.
The scroll bar to the right of the field definition lines is
used to scroll the field list when defining more fields than
will fit on the screen.
The left end of the button bar of the Define screen has three
buttons: Add, Insert, and Delete. These buttons can be used to
edit your field list, if necessary.
The OK button on the right end of the button bar lets you
continue the definition process when you are done specifying
all the field details on the Define Screen.
Navigating in the Define Screen
Once you start adding fields, PC-File displays as many field
definition lines as will fit on the screen. If you define more
fields than fit on the screen at once, you can scroll up and
down to view additional lines.
You can navigate within the field definition lines on the
Define screen using either the keyboard or the mouse. Whenever
you advance below the current definition line, a new line is
created up to a maximum of 128 lines.
Navigating with the Mouse in the Define Screen
To move to a field element:
Point to the desired field element and click the left mouse
button. The cursor becomes active in the selected field
element.
To scroll one field line:
Click on the up or down arrow on the scroll bar.
To scroll one screen full of lines:
Click above or below the scroll box.
PC-File Version 7 Users Guide 43
Navigating with the Keyboard in the Define Screen
To move to a field element:
Press TAB and SHIFT-TAB or the ARROW keys to move between
field elements.
You can also advance to the next element by pressing ENTER.
The UP and DOWN ARROWS are particularly useful when moving up
and down in the list.
To scroll one line:
Press UP ARROW or DOWN ARROW.
To scroll one screen full of lines:
Press PAGE UP or PAGE DOWN.
Entering a Field Name
A field name can be no longer than 10 characters, and must
start with a letter, and can only contain letters, digits, or
the underscore character (_).
To enter a field name:
1.Move the cursor to the Field name column in the line you
want to define.
2.Type the field name.
Choosing a Field Type
To specify a field type:
1.Click on Type button.
2.Choose the field type.
Or...
1.Move the cursor to the Type column in the line you want to
define.
2.Type the letter for the field type you want to define:
C=Character, N=Numeric, D=Date, L=Logical, and M=Memo.
Defining a Field Length
You can define the lengths for Character and Numeric fields
within the limits described above under "Field Types." Other
field types are pre- defined.
PC-File Version 7 Users Guide 44
To define a field's length:
1.Move the cursor to the Length column in the line you want to
define.
2.Type the number for the desired field length.
Defining Decimal Places
You can define the number of decimal places for numeric
fields. The maximum number of decimal places you can define is
two less than the total length of the field.
To define the number of decimal places (for numeric fields
only):
1.Move the cursor to the Decimals column in the line you want
to define.
2.Type the number of decimal places.
Inserting, Deleting, and Adding Field Lines
After you have started specifying field details, you may need
to edit your field list. The three tools buttons in the lower
left corner of the Define screen allow you to edit your field
definition list to insert or delete lines, and to add new
lines at the end of the list.
The Insert button allows you to insert a field definition line
above the line the cursor is on. This allows you to add a
field somewhere other than the end of the list, in the event
that you forgot to define it when initially entering field
definitions.
The Delete button allows you delete the field definition line
the cursor is currently on, if you decide that you don't need
it or if you need to move its definition to a different
location.
The Add button allows you to add a blank field definition line
to the end of the list. You can also add new definition lines
by navigating with TAB or ENTER below the last definition
line.
To insert a new field definition line:
1.Move the cursor to the line that you want to insert a field
above.
2.Choose the Insert button on the tool bar. A new field entry
line is inserted above the cursor.
To delete a field definition line:
PC-File Version 7 Users Guide 45
1.Move the cursor to the field definition line you want to
delete.
2.Choose the Delete button on the tool bar.
3.Choose Yes to delete the line. The current field definition
line is deleted.
To add a field definition line at the bottom:
1.Choose the Add button on the tool bar. A new field
definition line is added at the bottom of the define screen.
Or...
1.Navigate below the last line of the current definition. A
new definition line is created for each line you advance.
Moving Field Definition Lines
To move a current field line to re-order fields, you must add
or insert a new blank definition line at the location you want
to move the field to, re-enter the definition at the new
location, then delete the field from its old location.
There is no way to cut, copy, or paste an entire field
definition line in one operation to make this process simpler.
However, you can cut, copy, or paste one element of a field
definition at a time by highlighting it and then using the
edit keys: SHIFT-DEL (to cut), CTRL- INS (to copy), or SHIFT-
INS (to paste).
NOTE: You can not copy or paste the field type letter. You
must re- enter the field type using the Type button. Also, you
cannot copy the Length for Date, Logical, and Memo fields,
because their lengths are automatically supplied when you use
the Type button.
To move a field definition:
1.Add or insert a blank line at the location you want to move
the field to.
2.Re-enter or copy and paste the "old" field definition to the
new location.
3.Delete the old field definition line.
Naming the Database
PC-File Version 7 Users Guide 46
Once you finish defining the database structure, choose OK to
continue with the definition process. PC-File will prompt you
to name your database. Give your database a name that
describes its content and is easily identifiable to you and
any other users. If you maintain several databases, it is
helpful to use names that clearly indicate which is which.
PC-File uses the database name to name several files that
contain the data and structure of the database; therefore, you
must follow DOS filename rules when naming the database. Use
no more than eight characters in the name, using letters,
numbers, and valid punctuation marks. You cannot use spaces.
See your DOS manual for specifics. Each database within a
directory must have a unique name.
To name a database:
1.Use the directory list box in the file selection dialog box
to move to the drive and directory in which you want to
locate the database. See the instructions in Chapter 1,
"Navigating in PC-File," if you have questions about using
the file selection dialog box.
2.Enter the database name in the text box. You do not have to
include a file extension.
3.Choose OK when you finish.
You can overwrite an existing database by giving a new
database the same name. Be aware, though, that all data in the
original database will be lost.
Describing the Database
After you finish naming your new database, PC-File will prompt
you to enter a database description.
The database description provides additional information about
a database. It is displayed in the field selection dialog box
when you highlight the database name, and in the title bar
once the database is open. The description can be particularly
useful when you have a number of databases that are similar
and need more than the eight-character limit allowed in a
database name to describe them clearly. However, the
description is optional.
To describe a database:
1.Enter the description in the box when prompted by the
program. The description can be up to 50 characters in
length.
2.Choose OK when you finish.
PC-File Version 7 Users Guide 47
3.Choose OK to bypass the description if you choose not to
enter one.
Overview of Creating a Database Structure
The following procedure provides an overview to bring together
all of the elements of the database structure creation
process.
To create a Database Structure:
1.Choose New from the File menu. The "Pattern After" dialog
box displays.
2.Choose whether to pattern after an existing database. See
"Defining by Patterning After" for details on how to choose
a database to pattern after. The Define Screen displays.
3.Enter or edit the Field Names, Types, Lengths and Decimals
for each field you want to define. Any field definition
lines left blank will be ignored. Use the tool bar buttons
to insert, delete or to add new field definition lines, if
necessary.
4.Choose OK when you have finished entering all of your field
definitions. The file selection dialog box displays.
5.Use the directory list box in the file to move to the drive
and directory you want to save the database in.
6.Type the database name in the text box. You do not have to
include a file extension.
7.Choose OK to continue. The database description dialog box
displays.
8.Type a description up to 50 characters long in the text box.
9.Choose OK. An information box displays indicating additional
database features you may want to define. See Chapter 4 for
information on adding Field Attributes, and see Chapter 5
for information on how to define custom Views.
10. Choose OK to clear the information box. The work area
displays an empty record ready for you to start adding data.
PC-File Version 7 Users Guide 48
CHAPTER 3 MODIFYING A DATABASE STRUCTURE
This chapter explains how to redefine a database structure.
Redefine a database to make any changes to the structure:
adding, removing, or re- ordering fields; changing field
types; and changing field lengths (and decimal places for
numeric fields). You can also redefine a database to create a
copy or a subset of the original database. Or you can redefine
as a way of defining a new database starting from a current
database's definition.
What Does Redefine Mean?
Once you have defined and used a database, you may find a need
to change it. For example, you might decide to add a phone
field to a database of names and addresses. Or you could
discover that some addresses are longer than the space you
allotted for them, and decide to lengthen the field.
You can add fields and delete fields. You can add fields at
the end of your existing fields, or you can insert them in the
middle of your list of fields to keep your fields in a
particular order.
PC-File allows you to change each of the four elements of your
database structure. These elements are the same as those used
in creating a new database: field name, field type, length,
and decimals. You can change the names of your fields with
redefine. If it is appropriate, you can change the type of
field you are using. You can increase or decrease the length
of a field to accommodate your information. And you can add or
shorten the amount of information to store after the decimal
place for
numeric fields.
After you modify your structure, PC-File transfers all of your
data into the new structure. Most commonly this is simply a
matter of copying any data from "old" fields into the "new"
fields-PC-File automatically matches the field names and
transfers the data. However, it is also possible to split or
join "old" fields during the transfer process using special
procedures.
You can change the database structure whether or not the
database contains data. If there is data, you can also use
Redefine to copy all or selected groups of records to new
databases to produce new copies or subsets of the current
database. You can also choose to copy none of the original
database's records to produce an empty database.
PC-File Version 7 Users Guide 49
NOTE: The Redefine option on the File menu ONLY changes the
database structure, that is the specifics of the field
definitions. To rearrange fields on the entry screen, you must
use the Create option on the Views menu to create a custom
view. Or, if you already have custom views, use the Modify
option on the Views menu.
Overview of Changes to Database Structure
PC-File allows you to perform the following operations with
Redefine:
Add new fields by inserting or adding to end of list
Delete any field from list
Change field order (by deleting and re-inserting)
Change field names
Change field types
Change field lengths (within the limitations of the field
type)
Change number decimal places in numeric fields
Split or join field contents
Create a new copy or subset of a database
Each of these operations will be covered in more detail in the
sections that follow.
Internally, all these changes to the database require the
creation of a new database data file (.DBF). However, for all
operations except producing a subset or copy, you can retain
the original database name when performing all redefine
operations. You don't have to build a new database under a new
name, delete the original, and rename the database as you did
in previous versions of PC-File.
Starting the Redefine Process
You must open a database before you can redefine it; the
Redefine option is grayed out otherwise. In addition, you can
only redefine the open database. You can't make changes to one
database from within another database.
To start redefining a database:
1.Open the database you want to redefine.
2.Choose File from the menu bar.
3.Choose Redefine from the File menu.
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The Redefine screen functions exactly like the Define screen
used to originally define the database structure except that
it starts with the current database structure already
displayed. You can easily move around the Redefine screen
using either the mouse or the keyboard. See Chapter 2,
"Navigating in the Define Screen"-the same procedures
documented there work for navigating in the Redefine screen.
The following sections describe the various operations you can
perform on the Redefine screen, and how to complete the
redefinition process.
Changing Current Field Definitions
You can change the four elements of the database structure on
the Redefine screen:
Field Name
Type
Length (for character and numeric fields)
Decimals (for numeric fields)
These are the same elements you define when you create a
database structure from scratch. See Chapter 2, "Creating a
New Database Structure" for more details on these elements. In
particular, see the sections: "Entering a Field Name,"
"Choosing a Field Type," "Defining a Field Length," and
"Defining Decimal Places" for step-by-step procedures. Also
see the sections "Maximum Record Size" and "Fields and Field
Elements" for information about limitations on record size and
field lengths, and for
details on field types.
Making changes to the structure is easy, just move the cursor
to the element that you would like to change and edit or
redefine it. For example, to change a field name from "FIRST"
to "FIRSTNAME," simply move the cursor to the field name FIRST
and type FIRSTNAME.
To change a field element:
1.Move the cursor to the element you want to change, e.g.
field name, using the mouse or the keyboard.
2.Edit or redefine the field element.
NOTE: You can use the standard navigation and editing keys for
all text boxes on the Redefine screen. See Chapter 1, "Editing
Keys" for the specifics.
3.Repeat steps 1 and 2 for all elements you want to change.
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4.When you have completed all your changes, choose OK. Skip
this step if you also need to insert, delete, add, or move
fields. These procedures are described in the following
sections.
Inserting, Deleting, Adding, and Moving Fields
The three tools buttons (Add, Insert, and Delete) on the left
end of the button bar allow you to edit your field definition
list.
The Insert button allows you to insert a new field definition
line above the line the cursor is on. This allows you to add a
field somewhere other than the end of the list.
The Delete button allows you delete the field definition line
the cursor is currently on, to eliminate that field (or if you
need to move its definition to a different location).
The Add button allows you to add a blank field definition line
to the end of the list. You can also add new definition lines
by navigating below the last line with TAB, ENTER, or DOWN
ARROW.
To insert a field:
1.Move the cursor to the line that you want to insert a field
above.
2.Choose the Insert button. A blank line is inserted above the
line that was current in step 1 and the rest of the fields
move down. The cursor is on the new blank line.
3.Enter the definition for your new field.
To delete a field:
1.Move the cursor to the field definition line you want to
delete.
2.Choose the Delete button.
3.Choose Yes. The line that was current in step 1 is removed
and any following lines move up.
To add a new field definition line at the bottom:
1.Choose the Add button. A blank field definition is added at
the bottom of the field list. The cursor is on the new blank
line.
2.Enter the definition for your new field.
Or...
PC-File Version 7 Users Guide 52
1.Navigate below the last line of the current definition using
TAB, ENTER, or DOWN ARROW. A new definition line is created
for each line you advance.
2.Enter the definition for your new field.
Moving Fields
There are two "main" reasons you may need to change the field
order:
To improve the organization of your database
All fields referenced in a field calculation must come
before the field that contains the calculation for the
calculation to work properly
To move a current field line to re-order fields, you must add
or insert a new blank definition line at the location you want
to move the field to, re-enter the definition at the new
location, then delete the field from its old location.
There is no way to cut, copy, or paste an entire field
definition line in one operation to make this process simpler.
However, you can cut, copy, or paste one element of a field
definition at a time by highlighting it and then using the
edit keys: SHIFT-DEL (to cut), CTRL- INS (to copy), or SHIFT-
INS (to paste).
NOTE: You cannot copy or paste the field type letter. You must
re-enter the field type using the Type button. Also, you
cannot copy the Length for Date, Logical, and Memo fields,
because their lengths are automatically supplied when you use
the Type button.
To move a field definition:
1.Add or insert a blank line at the location you want to move
the field to.
2.Re-enter or copy and paste the "old" field definition to the
new location.
3.Delete the old field definition line.
Mapping Field Data
Once you finish making changes to the structure of your
database as described above, PC-File gets ready to transfer
the data from the original data file to a new data file. In
doing so, PC-File must determine where the data for each field
comes from. This process is called mapping.
When you choose OK from the Redefine screen the Mapping screen
displays.
PC-File Version 7 Users Guide 53
The New Fields column shows the field names for the database
that you have just created with the Redefine process. The
Comes From column shows which fields from the original
database are mapped to the fields in the New Fields column.
PC-File automatically maps all field names that match. If you
haven't changed any of your current field names, you will see
same name in both the New Fields and the Comes From columns
for each field. Any new fields you added in the Redefine
process will be blank in the Comes From column. Generally, you
don't need to map new fields because you will be entering data
for them later. In most cases, since PC-File has done the
mapping for you, you can simply choose OK to continue the
redefine process.
However, if you have changed a field name, PC-File will no
longer recognize the field name and the Comes From column will
be blank for that field-you must choose the data source for
that field. For example, if you have changed a field name from
FIRST to FIRSTNAME, you must tell PC-File that you want the
information from the old FIRST field to be put into the new
FIRSTNAME field.
NOTE: If you rename many of your current fields and add
several new fields or re-order fields, you should double-check
to make sure that all fields are mapped properly. In this
case, it may be less confusing to rename your current fields
first using the Field Attributes option on the File menu. Then
add the new fields or re-order using the Redefine option.
There are two other reasons you may need to map your fields:
To split portions of a current field into other fields
To join two current fields into one
You must type in special codes into the Comes From column to
split or join fields.
There are two ways to map your fields. You can select them by
using the List button or by typing field names into the Comes
From column directly.
Selecting Fields Using the List Button
If you changed the name of a field, you will need to map the
old field to the new field. The List button provides a simple
way to do this. Choosing the List button displays a list of
the old field names on the right side of the Mapping screen.
PC-File Version 7 Users Guide 54
The Old Field List Box shows all fields from your current
database, including any fields that you deleted. All fields
that have already been mapped by PC-File have a checkmark next
to them. To map a field, put the cursor in the Comes From
column next to the New Field you want to map. Then choose a
field from the Old Field List. This inserts that field's name
into the Comes From column.
To map your fields with the List button:
1.Highlight the box in the Comes From column next to the New
Field name you want to map. The box should be empty.
2.Choose the List button. The Old Fields List displays on the
right-hand portion of the screen. The cursor is active in
the list.
3.Click on the field you want to map with the mouse, or
navigate to the name of the field with the TAB key and press
ENTER. The field name is inserted into the Comes From
column.
4.Repeat steps 1 through 3 for each field you want to map.
When you have finished mapping your fields, choose OK to
continue the redefine process.
Selecting Fields by Typing Names
Alternatively you can map fields by simply typing the name of
the old field in the appropriate Comes From text box. This may
be a faster method if you are only using the keyboard.
However, you must type in the name exactly as it is saved in
the database. You can press ALT-L to display the Old Field
List for reference.
To map your fields by typing the field names:
1.Move the cursor to the box next to your new field name. The
box should be empty.
2.Type in the name of the field which will be mapped to your
new field.
3.Repeat steps 1 through 3 for each field you want to map.
When you have finished mapping your fields, choose OK to
continue the redefine process.
Specifying a Portion of a Field
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You can use the type in method to do more than simple mapping.
You can use it to transfer a portion of a field using
substring notation. Substring notation specifies the starting
position, and length of the partial field. To use substring
notation, type the name of the field followed by a comma, then
type the number for the starting position, and another comma
followed by the number of characters to transfer. For example,
typing ZIPCODE,1,5 in the Comes From box transfers the first
five characters of the field ZIPCODE. Likewise, typing
ZIPCODE,7,4 transfers the last four characters starting from
the seventh character in the field.
Joining Two Fields
You can also use the type in method to join two fields. To do
so, type the field name, a semi-colon and the second field
name. For example, type FIRSTNAME;LASTNAME to join the fields
FIRSTNAME and LASTNAME.
Saving Your Changes
After you have mapped all your fields you are presented with
the option to either update the current database or save the
redefined database as a new file.
Unless you want to make a new copy or subset of the current
database, choose Update Current. If you choose Save As, the
original database is not modified, and your changes will be
saved to a new database file.
Updating the Current Database
If you choose Update Current at the Save Changes dialog, PC-
File performs the update and takes you back to the menu bar.
You are finished with the redefining operation.
When updating the current database, PC-File needs to write a
new copy of the data file. PC-File renames the original
database file as a backup using this format:
TMPnn.DBF
where "nn" is a unique number. PC-File does this as a security
measure: If you made a mistake or if something were to go
wrong during the Redefine process, you can reclaim your
original database by opening the TMPnn.DBF file.
After PC-File creates the TMPnn backup file, it then creates
the updated database using the original name including all
your current records.
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PC-File displays an information screen at the end of the
updating process telling you what TMPnn name was used for the
backup of the database files. You may want to write down the
TMPnn file name at this point, in case you need it in the
future. Once you are certain the Redefine operation was
successful, you can delete the TMPnn file using the File
Maintenance option on the Utilities menu.
NOTE: If you want to copy only a selected group of records,
you must use the Save As option. Use a new database name or
use the same name making sure to write the redefined database
to a different drive or directory than the original database.
To update the current database:
1.At the Save Changes dialog box, choose Update Current. A
status window with a bar graph showing the rate of progress
displays in the lower right corner. When all records have
been transferred, an information box displays showing the
TMPnn name for the backup of the original database.
2.Choose OK to clear the information box. The redefine
operation is complete and you are returned to the redefined
database.
Saving Changes as a New Database
If you choose Save As at the Save Changes dialog box, PC-File
first prompts you to to name and describe the new database
file, then you choose which records you want to transfer. This
will save the redefined database as a new file, leaving the
original database the way it was when you started the
redefinition process.
PC-File may take some time to generate the new file after you
choose which records to transfer. This will depend on the size
of the database, how you select which records to copy, and the
speed of your system. A status window with a bar graph shows
the rate of progress.
Naming the New Database
Naming the new database is the first step in the Save As
process. After you choose Save As, PC-File displays the file
selection dialog box.
When the file selection dialog box displays, you can either:
Give the database a new name and save in the current
directory
Change the drive or directory using the Directories list
box, and then save the new database with the original name
or a new name
PC-File Version 7 Users Guide 57
Enter the name of the new database in the text box of the file
selection dialog box.
Describing the New Database
Once you have chosen the name and location for the new
database, PC- File prompts you to enter a description. If the
database being redefined had a description, it appears as the
default. You can use the same description or enter a new one.
The description is optional. Descriptions can be up to 50
characters in length.
Transferring Records
After naming and describing the new file, PC-File asks you
whether you want to transfer all, some, or none of the current
records to the new file.
Choose All to either transfer all the records or select which
records to transfer one at a time.
Choose Some to conduct a search to determine what records to
transfer. (See Chapter 7, "Finding and Modifying Data," if you
have questions about how to conduct a search.) Conducting a
search lets you create a subset of your old database. For
example, you could define a database containing records for
just one year, eliminating records from previous years. Or you
could select sales reps from just one area, setting up a
separate database for that region.
Choose None to create a new empty database-no records are
transferred from the previous database and the redefinition
process is finished.
Approving Records
After choosing All or Some, PC-File displays the first record
to transfer overlaid with the Record approval dialog box.
Choosing All clears the Record approval dialog box and
transfers all or some records depending on the choice you made
at the Transfer Which Records dialog box.
Choosing Yes, transfers that one record and displays the next
one with the Record approval dialog box. Choosing No skips the
current record and displays the next one with the Record
approval dialog box. You can continue in this fashion to
approve records to transfer one at a time until no records
remain to display. At any point in the record approval process
you can choose All to stop approving records and transfer all
remaining records. Choose Quit to stop approving records and
complete the
redefinition.
To save the redefined database as a new file:
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1.At the Save Changes dialog box, choose Save As. The Save As
file selection dialog box displays.
2.If you want to save the database in a new location, change
the drive and directory with the Directories list box,
otherwise skip this step.
3.Type the new name in the text box.
4.Choose OK. The Database Description dialog box displays.
5.Enter a file description up to 50 characters long.
6. Choose OK.
The Transfer Which Records dialog box displays.
7.Choose whether to transfer All, Some, or None of the current
records. If you choose None, the new database is copied to
the new name and the redefinition process is completed.
8.If you chose Some, the Type of Search dialog displays.
Choose the type of search and enter your search criteria.
See Chapter 7, "Conducting a Search" for details on how to
enter a search. Otherwise, skip this step. The first record
is displayed with the Record Approval dialog box.
9.Choose All to transfer all records without interruption. To
approve records one at a time: Choose Yes to accept a
record; Choose No to skip a record; Choose Quit to stop the
approval process.
If you chose All in step 9, a status bar graph displays
showing the rate of progress.
When all records are transferred the redefinition is complete.
If you use the Record Approval dialog to approve records one
at a time, the redefinition process is completed when you run
out of records to choose from, or if you choose Quit.
Rebuilding Indexes
If you defined any indexes for your database before beginning
the redefine process, PC-File will ask if you want to rebuild
the indexes after it has finished saving the data you selected
to the new database structure. See Chapter 8, "Indexing Data"
for more details.
Choose No if you do not want the new database to have the same
indexes as the original database.
If you have a large database with several indexes, it could
take a long time to rebuild them all, or you may not have the
time right now to rebuild them. If you choose No, you can make
indexes for you database at any time later.
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Choose Yes if you want PC-File to rebuild all the indexes the
original databases had.
Rebuilding all the indexes may take a long time if you have a
very large database and several indexes. PC-File will attempt
to rebuild all the indexes for your database, but it may not
be able to. If you made any changes to fields included in any
of the index definitions, PC- File will tell you which indexes
it was unable to rebuild.
PC-File Version 7 Users Guide 60
Overview of Procedures for Redefining
The following procedure presents an overview of the entire
redefinition process from start to finish.
To redefine a database:
Open the database you want to redefine.
1.Choose Redefine from the File menu. The Redefine screen
displays.
2.Make the desired changes to the field list. See the sections
"Changing Current Field Definitions" and "Inserting,
Deleting, Adding, and Moving Fields" for details.
3.Choose OK when you have made all the changes you want to
make to the field list. The Mapping screen displays.
4.Map fields if necessary (see "Mapping Field Data" for
details), otherwise choose OK to continue.
5.Choose whether to Update or Save As. If you choose Update,
the Status window displays to show the rate of progress. If
you choose Save As, you must name and describe the new
database, and then specify which records to transfer. See
"Saving Changes as a New Database" for details.
6.Choose Yes to rebuild indexes, or No to omit the current
indexes.
The Redefine process is finished.
How Redefining Affects Other Database Characteristics
Redefining only changes the characteristics of your data file
(databasename.DBF), but there are many other areas of your
database which may be affected by the changes you made. PC-
File lets you define many additional attributes and
characteristics about your database and fields including
Field Attributes
Custom Views
Indexes
Reports, Letters & Graphs
Macro definitions
Batch Posting definitions
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These features are optional, so you might have defined only a
few or none at all. You may not need to update any of these
features, or you may need to update all of them-it all depends
on the extent of the changes you made to the database
structure. Each section below describes briefly how to know if
you need to make additional changes.
Changes to Field Attributes
PC-File lets you define field attributes which control and
automate what happens in each field. See Chapter 4, "Field
Attributes" for more details.
What to check:
If you changed any field names, those field's attributes are
retained as long as they have been properly mapped to the
new database's field names.
If you added new fields to your database structure, you may
want to define new field attributes for them.
If you deleted any fields or changed any existing field
names when you redefined, you may also need to update
calculation and relational lookup attributes. Additionally,
if you have any other databases which do relational lookups
on the database you redefined, you may need to update those
databases' relational lookup attributes if they referenced
any deleted field or fields whose names you changed.
Changes to Custom Views
PC-File lets you define additional "views" to display your
data in different ways. See Chapter 5, "Views" for more
details.
Redefining retains any custom views you defined for the
original database. However, because you can delete and rename
fields when redefining, pre-existing custom views that
contained those fields will be affected.
What to check:
Deleted fields are removed from all custom views
Renamed fields will remain in the view as long as they have
been properly mapped to the new database's field names.
New fields will not appear in any of your custom views. If
you want your new field(s) to appear in any your custom
views you must modify the views to add the new field(s).
The two Default views always reflect the current database
structure, so they will automatically reflect any changes you
make during when redefining.
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Changes to Indexes
PC-File lets you define indexes which allow you to customize
the order your records are displayed in. See Chapter 8,
"Indexing Data" for more details.
If you defined any indexes for your database prior to
redefining the structure, PC-File asks you if you want to
rebuild the database's indexes. If you answer Yes, PC-File
will attempt to rebuild all the indexes you had defined.
Index definitions are dependent on field names, field types
and field lengths. Deleting fields or changing field names,
lengths, or types can cause indexes to become invalid.
What to check:
If an index contains a reference to field that has been
deleted or modified in any way, PC-File will tell you it was
unable to build the index. You may want to remake any
indexes PC-File was unable to rebuild.
Changes to Reports, Letters & Graphs
Printing Reports, Letters and Graphs are some of PC-File's
useful features. See Chapter 9, "Creating Reports," Chapter
10, "Writing Letters," and Chapter 12 "Creating Graphs," for
more details.
Because any number of databases might be able to use the same
reports, letters and graphs, PC-File will not attempt to make
any changes to them when you redefine a database structure.
What to check:
If you deleted fields, or changed fields names, lengths or
types, you must update any reports, letters and graphs used
with that database to reflect those changes.
Changes to Macro Definitions
Macros allow you to simplify complicated or repetitive tasks
by recording the keystrokes so you can play them back at any
time. See Chapter 16, "Using Macros" for more details.
Because you can record nearly any task in PC-File into a
macro, it is almost impossible to list everything you should
look at after having made changes to the database structure.
Below is a list of the most common changes that will disrupt
macros.
What to check:
PC-File Version 7 Users Guide 63
If any of your macro reference a field name and you changed
that field's name, you will need to modify the macro to
reflect the new name.
If any of your macros are designed specifically to navigate
to certain fields in a view and that view has changed
because you deleted fields, you may need to modify the
macro.
If any of your macros reference a database name and you
saved the redefined database structure to a new name, you
will need to modify the macro to reflect the new name.
Changes to Batch Posting Definitions
PC-File's Batch Posting feature allows you to update
information in other databases with information in the current
database. See Chapter 18, "Batch Posting" for more details.
What to check:
If you have any databases that perform batch posting on the
database you redefined, those databases' post definitions
must be updated if they referenced fields you deleted or
fields whose names you changed.
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Chapter 4 FIELD ATTRIBUTES
PC-File's field attributes let you control and automate what
happens in each field. Field attributes can: supply automatic
data, such as calculations; perform certain kinds of
validation, such as defining the range of allowed values;
control date, and character formatting; and can restrict when
a field can be edited. Field attributes can be combined and
applied selectively for each field. This chapter tells you how
to define, modify, and delete field attributes.
What are Field Attributes?
PC-File's field attributes control what happens in a field in
addition to the restrictions placed by a field's type. Field
attributes fall under four basic categories based on how they
affect the field: Automatic Data, Validation, Formatting, and
Data Restriction.
Automatic Data field attributes automatically supply data to a
field from several different sources:
Automatic Date-from the system date
Automatic Time-from the system time
Serial Number-supplies an automatically incrementing serial
number
Calculation-from a calculation based on other field's values
Relational Lookup-retrieves data from other databases
Default Text-from default text you define
Automatic Dupe-by duplicating field data from the previous
record
Validation field attributes confirm that data has been
correctly entered:
Must Answer-confirms that something was entered
Validate Range-confirms that the data entered falls within a
defined range
Formatting field attributes control formatting:
Date Format-defines the display format for date-type fields
Case Force-converts entered characters to either: upper-,
lower-, or mixed case
Data Restriction field attributes control what can be entered:
PC-File Version 7 Users Guide 65
Not Editable-controls whether a field can be edited
Character Restriction-controls which characters can be
entered
Each of these field attributes and how to assign them are
discussed below.
When Are Field Attributes Applied?
You can control when PC-File applies Automatic Data
attributes. For example, you can have an Automatic Date
attribute supply the system date only when a record is first
added. See the discussion under "When are Automatic Data
Attributes Applied?" for more details.
All other field attributes, except Not Editable, are applied
at all times.
How Many Field Attributes Per Field?
To provide the greatest flexibility, PC-File lets you assign
any number of field attributes per field. For example, for the
same field you may assign Character Restriction to allow only
certain characters to be entered, and assign Validate Range to
define a range of allowed values, and assign Must Answer to
make sure that something is always entered in the field.
However, this means that it is possible to assign conflicting
attributes to the same field. For example, PC-File will not
prevent you from assigning both Automatic Date and Automatic
Time attributes to the same field-the attribute assigned last
would overwrite the other. Another example: PC-File will not
prevent you from assigning Validate Range to limit the allowed
range of values and then adding a Calculation that produces a
result outside of the specified range. If you are assigning
more
than one attribute to a field, be careful not to assign
attributes that will conflict with each other.
Except for Calculation, Relational Lookup, and Default Data
attributes, PC-File does prevent you from assigning more than
one of the same attribute to a field.
The Field Attribute Definition Process
To start the Field Attribute definition process with the
database you want to work with must be open. Then, choosing
the Field Attribute option on the File menu displays a Field
Selection dialog box.
The Field Selection dialog box lets you choose which field you
want to work with from the list. Once you choose a field, the
Atrribute dialog box displays.
PC-File Version 7 Users Guide 66
The Name text box at the top of the box lets you edit and
change the field's name. The Available Attributes list on the
left side shows all the field attributes you can work with.
The Current Attributes list shows all attributes that are
defined for the field. You can perform as many field attribute
operations on the field as you want: add, delete, or modify
one or more field attributes. Choosing OK returns you to the
Field Attribute field selection dialog box to let you work
with another
field.
To start working with field attributes:
1.Open the database you want to work with.
2.Choose Field Attribute from the File menu. The Field Section
dialog box displays.
3.Choose the field you want to work with. The Field Attribute
Definition dialog box displays.
4.Continue the Field Attribute definition process as described
below.
Adding a Field Attribute
Once you have the Field Attribute Definition dialog box for
the desired field displayed, you can add Field Attributes. The
following procedure outlines the basic steps for adding an
attribute. See the section for each attribute type later in
this chapter for full details.
To add a field attribute:
1.Select the attribute you want to assign from the Available
Attributes list.
2.Choose the Add button. The dialog for the selected attribute
displays. See the appropriate section later in this chapter
for full details on each attribute.
3.Choose OK when you are finished defining the attribute. You
are returned to the Field Attribute Definition dialog box.
Deleting a Field Attribute
You can easily delete field attributes once you have the Field
Attribute Definition dialog box displayed.
To delete a field attribute:
1.Select the attribute you want to delete from the Current
Attributes list box.
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2.Choose the Delete button. A confirmation dialog box
displays.
3.Choose Yes to delete the selected attribute.
Modifying a Field Attribute
Once you have assigned a field attribute, you may find you
need to modify its definition. The following procedure
outlines the basic steps for modifying an attribute. See the
appropriate section later in this chapter for the full details
on each attribute type.
To modify a field attribute:
1.Select the attribute you want to modify from the Current
Attributes list box.
2.Choose the Modify button. The appropriate dialog box for the
selected field attribute displays. See the appropriate
section later in this chapter for full details on the
attribute you are working with.
3.Choose OK when you are finished modifying the attribute.
Completing the Field Attribute Definition Process
You can perform any number of field attribute operations using
the Field Attribute Definition dialog box. Once you are
finished working with the field, choosing OK on the Field
Attribute Definition dialog box returns you to the Field
Section dialog box. You can choose to work with another field
or choose OK on the Field Selection dialog box to return to
the work area.
Details on how to define each field attribute are covered in
the following sections.
Defining Automatic Data Attributes
PC-File allows you to set up seven different types of
automatic data attributes:
Automatic Date
Automatic Time
Automatic Duplication
Calculations
Default Text
Relational Lookups
Serial Numbers
Each of these options is described in detail later in this
section.
When are Automatic Data Attributes Applied?
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Automatic Data attributes generate their data at a time that
you specify. PC-File controls when an Automatic Data attribute
generates its output three ways.
You can determine if the attribute is applied:
When adding records, when modifying records, or both
When you begin editing the record, or when you exit the
record
Only when the field is empty, not empty, or at all times
When you add or modify an Automatic Data attribute, a dialog
box is displayed.
There may be differences in the dialog box depending on what
kind of Automatic Data attribute you are defining, but all
dialog boxes have these three sets of options. In most cases,
you can choose the default choices that PC-File provides.
However, you may want to modify the options for different
purposes. How each group of options affects Automatic Data
attributes is described below.
During Which Operations
The When Adding Records and When Modifying Records check boxes
determine whether the attribute is applied only when you add
records, only when you modify records, or both.
For example, you might want to assign an Automatic Date
attribute to the ENTER_DATE field in an invoicing database.
Turn on the When Adding Records check box to specify that the
Automatic Date is only supplied when adding a record. Also,
make sure that the When Modifying Records check box is turned
off. Then each time you add a new record (invoice), PC-File
automatically puts today's date in ENTER_DATE for you.
Similarly, you might put an Automatic Date attribute in a
MODIFYDATE field to track when a record was last modified.
Turn on the When Modifying Records check box and make sure the
When Adding Records check box is turned off to apply the
attribute only when the record is modified.
You can turn on both check boxes to apply an attribute when
both adding and modifying records. Also, if you want to
temporarily disable an attribute without having to delete and
re-enter it, you can turn off both When Adding and When
Modifying check boxes.
At What Time During the Operation
The When You Begin Editing and When You Exit The Record option
buttons control at what time the attribute is applied while
you are editing a record.
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The When You Begin Editing option behaves slightly differently
depending on whether the attribute is being applied when
adding or modifying a record. When adding, this option causes
the automatic data to be supplied as soon as you start adding
a record-the output of this attribute will be visible as soon
as you choose to add a record. When modifying, this option
causes the automatic data to be supplied as soon as you access
any field in a record and start typing.
Typically, the When You Begin Editing option is used for
information you want to show at the start of an editing
session. Automatic Date, Automatic Time, Automatic
Duplication, Default Text, and Serial Number would typically
be set with the When You Begin Editing option.
The When You Exit The Record option causes the automatic data
to be supplied as soon as you are finished working with a
record. This is typically used for the two Automatic Data
attributes that depend on information from other fields:
Calculations and Relational Lookups.
Apply When Empty or Not Empty
The Empty and Always option buttons control whether you can
override an Automatic Data attribute when entering data.
For example, if you choose the Always option button and both
When Adding and When Modifying from the During Which
Operations options, you cannot ever enter your own data into
the field-the automatic data will replace anything you enter.
However, when the attribute is set to perform only if the
field is empty, if you type something to replace the automatic
data, PC-File will not replace your entry.
The Not Empty option button causes the Automatic Data
attribute to perform only when there is something in the
field. You can use this option to trigger the Automatic Data
attribute whenever you enter something into the field.
Automatic Date
PC-File allows you to add a field attribute that automatically
puts today's date in the field. PC-File gets this date from
your computer's system date. You can use this attribute in
Date, Character, and Memo type fields. Use the When to Apply
options to determine when to generate the date.
To add an automatic date attribute:
1.With a database open, choose Field Attributes from the File
menu. The Field selection dialog box displays.
2.Choose the field to add the automatic date attribute to. The
Field Attributes dialog box displays.
3.Select Automatic Date from the Available Attributes list.
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4.Choose Add to add the attribute. The Automatic Date dialog
box displays with When to Apply options.
5.Select when to apply the automatic date.
NOTE: Selecting when to apply an automatic field attribute can
be daunting. See the section, "When are Automatic Field
Attributes Applied," for a detailed explanation. For example,
you may want to have the date supplied automatically only when
you add a record. Optionally, you may want to apply the date
when you modify a record to see when you last updated it.
6.Choose OK to apply this attribute to the field.
Automatic Duplication
Automatic Duplication is similar to adding Default Text to a
field. However, while Default Text always inserts the same
data in a field, Automatic Duplication inserts whatever data
appeared in the same field in the previously viewed record. In
either case, you can type over the current information. This
attribute makes entering a series of records with the same
data simpler. For example, you could use a duplication mask
for a STATE field in which you entered all the WA addresses
first, then
moved on to the OR addresses, and from there to the CA
addresses and so on.
To add an automatic duplication attribute:
1.With a database open, choose Field Attributes from the File
menu. The Field Selection dialog box displays.
2.Choose the field for Automatic Duplication. The Field
Attributes dialog box displays.
3.Select Automatic Dupe from the Available Attributes list
box.
4.Choose Add. The Automatic Duplication dialog box with When
to Apply options displays.
5.Select when to apply.
6.Choose OK to apply this attribute to the field.
Automatic Time
PC-File allows you to add a field attribute that automatically
generates the time from you computer's system time. Like the
automatic date, you can generate the time when you add a new
record or when you modify.
To put in an automatic time field:
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1.With a database open, choose Field Attributes from the File
menu. The Field selection dialog box displays.
2.Choose the field to add the Automatic time attribute to. The
Field Attributes dialog box displays.
3.Select Automatic Time from the Available Attributes list
box.
4.Choose Add. The Automatic Time dialog box with When to Apply
options displays.
5.Select when to apply the Automatic time attribute.
6.Choose OK to apply this attribute to the field.
Calculations
Using the Calculation field attribute you can create a field
that generates its own data through a calculation. For each
record, PC-File performs the calculation at the time you
specify and enters the results in the field.
You can use any of the calculations described in Chapter 17,
"Calculations." This includes mathematical, date, and string
calculations as well as relational lookups. In most cases, you
will want to define a relational lookup using the dialog boxes
displayed when choosing the Relational Lookup field attribute
as explained later in this chapter in the "Relational Lookup,"
section.
The outermost set of parentheses around a calculation is
optional, as PC-File adds them automatically. Field
calculations can include other field names, numeric constants,
and functions. See Chapter 17, "Calculations," for information
on using calculations in PC-File.
Here are some examples of calculations:
FIRST_NAME;" ";LAST_NAME
((TODAY#) - (BUY_DATE ( @DAY#,mdy)))
TOTAL_AMT *1.0825
To add a calculation:
1.With a database open, choose Field Attributes from the File
menu. The Field Selection dialog box displays.
2.Choose the field to add the calculation to. The Field
Attributes dialog box displays.
3.Select Calculation from the Available Attributes list.
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4.Choose Add. The Calculation dialog box with a text box for
entering the calculation and the When to Apply options
displays.
5.Type the calculation in the Calculation text box.
6.Select when to apply the calculation using the options below
the Calculation text box.
7.Choose OK to apply this attribute to the field.
Default Text
If you want the same data to appear in a field in most records
or in every record, add a Default Text attribute to that
field. For example, suppose that most of the addresses in a
database are from Walla Walla. To save you from having to type
WALLA WALLA every time a new record is added, you can insert
WALLA WALLA as default text in the city field. You can then
skip over that field most of the time. When a different city
is needed, type it right over the default text.
Here are some examples of default data:
WALLA WALLA CA 01/22/93
To add a Default Text attribute:
1.With a database open, choose Field Attributes from the File
menu. The Field Selection dialog box displays.
2.Choose the field to add the Default Text attribute to. The
Field Attributes dialog box displays.
3.Select Default Data from the Available Attributes list.
4.Choose Add. The Default Text dialog box with a text box for
entering the default data displays.
5.Type the text to be used as Default Text in the text box.
6.Select when to apply using the When to Apply options.
7.Choose OK to apply this attribute to the field.
Serial Number
The Serial Number attribute lets you define a field that
contains an incrementing number for each record. Typically
this feature is used to automatically enter a number in a
field each time you add a record. This is useful if you need a
unique identifier for each record, or if you need to know the
order each record was added to the database. Sorting the
database does not change these numbers, and numbers are never
reused, even if a record is deleted.
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You can define which number will be used as the starting
number and what number will be used to increment by. By
default the serial number will start at 1 and increment by 1
so the first record added will be number 1, the second record
number 2, and so on in a series. However, you can choose any
starting number or interval by typing the desired values in
the text boxes on the Serial Number dialog box.
NOTE: In previous versions of PC-File, serial numbers were
called unique numbers. Previous versions include PC-File 6.5,
6.0, 5.01, 5.0, PC-File:dB and others.
To add a Serial Number attribute:
1.With a database open, choose Field Attributes from the File
menu. The Field Selection dialog box displays.
2.Choose the field to add the Serial Number attribute to. The
Field Attributes dialog box displays.
3.Select Serial Number from the Available Attributes list.
4.Choose Add. The Serial Number dialog box with When to Apply
options displays.
5.Type the starting number and the number to increment by, if
desired.
6.Select when to apply the serial number.
7.Choose OK to add this attribute to the field.
Relational Lookups
Relational lookups are a special type of calculation that
provide you with a way to "pull" information from another
database into the present database.
You can define a lookup by either entering a formula in the
text box on Relational Lookup dialog box, or by choosing the
Define Lookup button and PC-File will step you through the
lookup definition process. See Chapter 17, "Relational
Lookups" for more details on how relational lookups work and
how to define relational lookup formulas.
To add a Relational Lookup:
1.With a database open, choose Field Attributes from the File
menu. The Field Selection dialog box displays.
2.Choose the field to add Relational Lookup attribute to. The
Field Attributes dialog box displays.
3.Select Relational Lookup from the Available Attributes list.
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4.Choose Add. The Relational Lookup dialog box with When to
Apply options displays.
5.Type the relational lookup formula into the text box, or
choose the Define Lookup button. (See Chapter 17, "Defining
Basic Lookups" for details on how to define a relational
lookup.)
6.Select when to apply the relational lookup.
7.Choose OK to add this attribute to the field.
Defining Validation Attributes
Validation attributes apply data validation rules to allow you
to control the way a user of your database enters data. The
defined validation rules are applied as the user exits the
field after entering data. If the data entered does not meet
the validation criterion, a dialog box displays to inform the
user what must be done to continue.
Use the Must Answer attribute to create fields which require
user input. Use the Validate Range attribute to limit the
range of permissible data entered into a field. Validation
attributes are applied at all times, when adding and modifying
records.
Must Answer
Use Must Answer to require the user to enter data into a
field. For example, you might have a database for tracking
customer's orders. In order to keep track of every record, you
might want to ensure that each order entered in the database
includes the customer's identification number. Assigning the
Must Answer attribute to the ID_NUMBER field reminds the user
to enter data for the field whenever a new record is added.
PC-File will not allow the user to continue until the field is
filled.
NOTE: Adding the Must Answer attribute to a numeric type field
requires a non-zero entry. That is, entering 0 is always
considered to be empty. Do not use the Must Answer attribute
on numeric fields if zero is considered a valid entry for the
field.
To add a Must Answer field attribute:
1.With a database open, choose Field Attributes from the File
menu. The Field Selection dialog box displays.
2.Choose the field which you would like to be Must Answer. The
Field Attributes dialog box displays.
3.Select Must Answer from the Available Attributes list.
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4.Choose Add. An information dialog displays to indicate Must
Answer has been added.
5.Choose OK to add this attribute to the field.
Validate Range
Use Validate Range to limit the range of values a user can
enter into a field. Setting the minimum and maximum values
defines the range that will be allowed. Whenever the range is
exceeded, PC-File notifies the user of the defined range and
allows the user to continue editing to enter a correct value.
The user cannot leave a record as long as the value exceeds
the defined range.
Generally you would use this attribute to define a numeric
range. For example, from a minimum of 1 to a maximum of 100.
However, you can also define a range of characters. For
example, a minimum of A and a maximum of E to include A, B, C,
D and E.
To add a Validate Range field attribute:
1.With a database open, choose Field Attributes from the File
menu. The Field Selection dialog box displays.
2.Choose the field to assign Validate Range to. The Field
Attributes dialog box displays.
3.Select Validate Range from the Available Attributes list.
4.Choose Add. The Validate Range dialog box displays. It
contains two text boxes: one for the lowest allowed value
and one for highest allowed value.
5.Type the values for the lowest and highest allowed values.
6.Choose OK to accept the values.
7.Choose OK to add this attribute to the field.
Defining Formatting Attributes
Formatting attributes determine how data displays in the
field. PC-File gives you two Formatting Attribute options:
Force Case and Date Format.
Force Case
You can specify three different case combinations with the
force case attribute. You can force the entry into all upper
case; all lower case; or mixed case, where the first letter of
each word is capitalized and the rest of each word is in lower
case. The Force Case attribute is applied as soon as the user
exits the field.
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To add a Force Case field attribute:
1.With a database open, choose Field Attributes from the File
menu. The Field Selection dialog box displays.
2.Choose the field for the Force Case attribute. The Field
Attributes dialog box displays.
3.Select Force Case from the Available Attributes list.
4.Choose Add to add the attribute. The Force Case dialog box
displays. There is a set of option buttons: one for UPPER,
one for lower, and one for Mixed Case.
5.Select the button that corresponds with the desired case
option.
6.Choose OK to accept the selection.
7.Choose OK to apply Force Case to the selected field.
Date Format
You can apply a particular date format with the date format
attribute. This attribute allows you to change the date
display format from MM/DD/YY to MM/DD/YYYY for example. You
can choose a different Month- Day-Year sequence. You can also
change the delimiter from slash (/) to hyphen (-) or period
(.). The Data Format field attribute only applies to the field
you select at the beginning of the field attribute definition
process. You can assign different date formats for different
date fields, if
you want.
NOTE: In most cases you will want to set date formatting for
all fields at once using the Default Date Format options on
the Configuration dialog. The Date Format field attribute only
applies to one date field at a time and will override
Configuration Default Date Format settings for that field
only.
To add a Date Format field attribute:
1.With a database open, choose Field Attributes from the File
menu. The Field Selection dialog box displays.
2.Choose the field to apply data formatting to. The Field
Attributes dialog box displays.
3.Select Date Format from the Available Attributes list.
4.Choose Add to add the attribute. The Date Format dialog box
displays. There are option buttons for the display order of
day, month and year; year display, two or four digits; and
the separator: "-", "/" or ".".
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5.Select the desired options for the order, year display and
separator.
6.Choose OK to accept these selections.
7.Choose OK to apply the Date Format.
Defining Data Restriction Attributes
Data Restriction field attributes are much like Validation
attributes except they are applied immediately, not as the
user exits the field. PC-File gives you two options: Not
Editable and Restrict Character.
Not Editable
The Not Editable field attribute to prevents data from being
altered. This attribute prevents the cursor from entering the
fields-pressing TAB while editing will bypass the field. You
can prevent editing only when Adding, only when Modifying, or
both. For example, if you have a field that has a calculated
result that you don't want altered, configure the Not Editable
attribute to apply when both adding and modifying records.
However, you might want to allow user input when adding the
record, but then prevent users from changing the field
afterwards. In this case, you would choose to apply the Not
Editable attribute only when modifying.
To add a Not Editable field attribute:
1.With a database open, choose Field Attributes from the File
menu. The Field Selection dialog box displays.
2.Choose the field. The Field Attributes dialog box displays.
3.Select Not Editable from the Available Attributes list .
4.Choose Add. The Not Editable dialog box with When to Apply
options display.
5.Choose when to apply the Not Editable attribute.
6.Choose OK to apply this attribute to the field.
Restrict Characters
Use the Restrict Characters field attribute to limit the
characters the user can type in a field. You can restrict a
field to accept only letters or only numbers for example.
There is no way to define a range of allowed characters when
doing this-you must type every allowed character when defining
the Restrict Character attribute. This restriction applies
whenever you add or modify data.
To add a Restrict Character field attribute:
PC-File Version 7 Users Guide 78
1.With a database open, choose Field Attributes from the File
menu. The Field Selection dialog box displays.
2.Choose the field. The Field Attributes dialog box displays.
3.Select Restrict Characters from the Available Attributes
list.
4.Choose Add. The Restrict Characters dialog box displays.
There is a box into which you enter the characters that you
will allow the user to enter into the field.
5.Type in each character you want to permit in the field in
the text box.
6.Choose OK to accept this selection.
7.Choose OK to apply this attribute to the field.
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CHAPTER 5 VIEWS
In this chapter, you will be introduced to database views.
Default Record and Default Table views will be introduced. How
to navigate within views is also discussed. In addition, you
will learn how to switch, create, modify, and delete
customized Record and Table views.
What are Views?
Views are simply the different ways that you can display your
data while working in PC-File. PC-File provides two kinds of
views of your data:
Record views
Table views
Record Views
A Record view displays one record at a time.
There are advantages to using either kind of view. Most of the
time, you can see more of each record's data at once in a
Record view. This gives you more information at your finger
tips about each record.
Table Views
A Table view displays multiple records in a column format,
much like a spreadsheet. You can page up and down to reveal
other records, and scroll horizontally to display fields that
don't fit on the screen.
Table views show more than one record at a time and therefore
are a better way to compare information from one record to
another. Generally, you can't display as much of each record's
information at once in a Table view as you can in Record view,
but you can scroll across the table to view additional columns
of data.
Default Views
Whenever you create a database, PC-File automatically creates
two default views which are always named: Default Record View
and Default Table View. Default views display every field in
your database and the fields are displayed in the "physical
order"-the order you defined the fields when creating the
database structure.
Custom Views
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In addition to the default views, you can create custom views
of either type. A custom view contains only the fields you
specify in the order you determine. Using custom Record views
you can organize the screen any way you want and include
additional text, such as a title, headings, and data entry
instructions. Using custom Table views you can choose which
fields to show in the table and their order.
Custom views can be particularly useful if your database has a
large number of fields and you have more than one work group
working with the database. You can create custom views that
display different sets of fields for each work group. For
example, one work group may only want to see fields containing
name and address information for maintaining a mailing list,
but another work group may want to view accounting fields for
billing customers.
You do not have to define custom views to use your database.
You can access any database using just the two default views
PC-File generates when you create the database structure.
The Views Menu
Choosing Views on the menu bar displays this list of options:
The Switch option on the Views menu displays a list of your
views to choose from. Pressing CTRL-T toggles between the
last two views you've selected.
The Create option lets you define custom views.
The Modify option lets you change any of your custom views.
The Delete option lets you delete any custom views you no
longer need.
These options have no effect on default views-the two default
views cannot be modified or deleted.
Each of these options are discussed in detail later in this
chapter.
Viewing Your Data
When you open a database, PC-File displays the first record or
group of records (based on the current index) on the screen.
The area where the record displays is called the work area.
NOTE: PC-File always starts up with the last view that was
active when the database was closed.
Switching Views
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You may switch between views so that you can better see the
data that is important for you. For example, you can browse
through a group of records in a Table view to find a specific
record. Once you've found the record that you want, you could
switch to a Record view to see more of the data for that
particular record.
To switch between views:
1.Choose Switch from the Views menu. The Switch View dialog
box will display.
2.Select the view that you would like to use from the list
box.
3.Choose OK. PC-File switches to the selected view.
NOTE: There will always be at least two views to select when
switching views. If you haven't created any custom views, you
will only see the two default record and table views. See
"Creating and Modifying Views" later in this chapter for
information on creating custom views.
Toggling Between Two Views
You can move quickly between two views using CTRL-T. Pressing
CTRL-T switches you to the view that you most recently viewed.
Pressing CTRL-T will move you back to your original view.
For example, if you are in the Default Table view and last
used the Default Record view, you could move back to the
Default Record view by pressing CTRL-T. To move back to the
Default Table view, press CTRL-T again.
To toggle between the two most recent views:
1.Press CTRL-T to switch to the most recently used view. PC-
File switches to the previous view.
2.Press CTRL-T again. PC-File switches back to the original
view.
Navigating Within Views
The following sections describe how to navigate within Record
and Table views to display your data. See Chapter 6 for
details on how to add records, and see Chapter 7 for details
on how to search for and modify records.
Navigating in a Record View
The following table describes the mouse and keyboard options
for navigating within a Record view.
Function: Mouse Action: Keyboard
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Display next record: Click Next button: CTRL-N
Display previous record: Click Previous button: CTRL-P
Scroll down one line: Click the down arrow on the scroll bar:
N/A
Scroll up one line: Click the up arrow on the scroll bar: N/A
Scroll down a page: Click below scroll box: PGDN
Scroll up a page: Click above scroll box: PGUP
Jump to bottom of view: Drag scroll box to bottom of scroll
bar: CTRL-PDN
Jump to top of view: Drag scroll box to top of scroll bar:
CTRL-PGUP
You can edit fields in a record as long as the Read-only
option on Edit menu is not checked. Use TAB and SHIFT-TAB to
move between fields, or click on a field with the mouse. The
current field is highlighted with a different color or shading
than the other fields. The cursor displays as a flashing
underscore.
Navigating in a Table View
Table views let you browse through your database many records
at a time. Columns are distinguished by color on a color
monitor, by shades of gray on a monochrome monitor. The width
of each column in the Default Table view reflects the field
length you defined when you created the database structure.
However, you can define a custom Table view with narrower
display widths. PC-File only displays entire columns on the
screen, not partial columns. Thus, in some cases, empty space
may appear on the right side of your screen.
The records display in order based on the current index. If
you switch indexes, the records rearrange on the screen to
match the new index.
The following table describes the mouse and keyboard options
for moving around the screen in a Table view.
Function: Mouse Action: Keyboard
Scroll one column to the right: Click on right arrow on
horizontal scroll bar: CTRL-TAB
Scroll one column to the left: Click on left arrow on
horizontal scroll bar: CTRL-SHIFT-TAB
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Scroll right one screenful of columns: Click to the right of
the scroll box on the horizontal scroll bar: N/A
Scroll left one screenful of columns: Click to the left of the
scroll box on the horizontal scroll bar: N/A
Scroll to the right most column: Drag the scroll box on the
horizontal scroll bar to the right end: N/A
Scroll to the left most column: Drag the scroll box on the
horizontal scroll bar to the left end: N/A
Scroll the screen down one row: Click the up arrow on the
vertical scroll bar: N/A
Scroll the screen up one row: Click above the scroll box on
the vertical scroll bar: N/A
Page down one screenful: Click below the scroll box on the
vertical scroll bar: PGDN
Page up one screenful: Click above the scroll box on the
vertical scroll bar: PGUP
Pressing TAB moves the highlight one column to the right
within the current screenful. Pressing SHIFT-TAB moves the
highlight one column to the left. Once the highlight reaches
the rightmost or leftmost column in the current screen, the
window scrolls one column each time you press TAB or SHIFT-
TAB. This differs from CTRL-TAB and CTRL-SHIFT-TAB in that
they scroll the entire screen one column regardless of which
column the highlight is on.
Similarly, UP ARROW and DOWN ARROW move the highlight up and
down one row within the current screenful. Once the highlight
reaches the top or bottom of the current screenful, the entire
screen will scroll. This differs from clicking the up and down
arrows on the vertical scroll bar in that this always scrolls
the entire screenful up or down one line.
Viewing a Memo Field
Memo fields, which hold up to 5000 characters of data, can be
expanded for viewing and modification. When you expand a memo
field, a memo window displays. This window can be resized as
needed.
You can display a memo window in either Record or Table views.
You can also display a memo window for viewing AND
modification, or only for viewing. Follow these guidelines to
display a memo window:
The Read-only mode on the Edit menu must be off to display a
memo window for viewing AND modification.
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You can display a memo window, for viewing only, when Read-
only mode is on or off.
To display a memo window for viewing and modification:
1.Highlight the memo field you want to display and edit.
2.Press CTRL-E. You can also click on the Up arrow button at
the end of the field. The memo field expands to a memo
window.
3.Make any changes necessary to the memo.
4.Choose OK to save your changes and close the window.
Choose Cancel or press ESC to close the window without saving
any changes.
To display a memo window for viewing only:
1.Display the record containing the memo you want to view.
2.Press CTRL-V. The memo field expands to a memo window.
3.Choose OK or press ESC when you finish viewing the data.
To resize the memo window with a mouse:
1.Click on the maximize button in the upper right corner to
expand the window to full size. Click on the same button to
return the window to its original size.
As an alternative, move the cursor to one of the corners of
the window, hold down the left mouse button, and drag the
sides of the window. In this manner, you can expand or shrink
the window.
To resize the memo window with the keyboard:
1.Press ALT-F10 to expand the window to full size. Press ALT-
F10 again to return the window to its original size.
As an alternative, press ALT-F8. Then use the arrow keys to
expand or shrink an outline of the window. When the outline
reflects the size you want, press ENTER.
You can also move the memo window in the same manner that you
move dialog boxes or Help windows.
NOTE: Character fields can't be expanded to a window, even if
you have defined a data length longer than the display length.
You must scroll through the text within the defined display.
Creating and Modifying Custom Views
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The View Designer is where you create or modify views. There
is a view designer for Record views and one for Table views.
You can create views completely from scratch, or you can
pattern one view after another. Patterning one view after
another will save you time if the view you would like to
create is similar to one of the existing views, especially
with Record views.
PC-File lets you create up to 10 custom views of either type.
For example, you could have two Table views and three Record
views. In general, only define the views you absolutely need,
as too many views can be confusing.
A view should reflect a particular need for your data. For
example, you may have a database that is filled with address
information about your clients, but most of the time, you only
need their names and phone numbers. This would be a good
reason to have a custom view that displays only the name and
phone number information.
Starting the View Designing Process
You create custom views using the Record View and Table View
Designers. Using the View Designers you specify and lay out
the information that you want for your custom views.
To create a new view from scratch
1.With a database open, choose Create from the Views menu.
2.Choose No when prompted to pattern after an existing view.
3.Choose whether to create a Record view or a Table view. The
Record View Designer or the Table View Designer display
depending on the kind of view you choose in step 3.
To create a new view by patterning after an existing view:
1.With a database open, choose Create from the Views menu.
2.Choose Yes when prompted to pattern after an existing view.
The View selection dialog box displays.
3.Choose the view you want to pattern after.
4.Choose OK.
The Record View Designer or the Table View Designer displays
depending on the kind of view you chose in step 3.
The details for defining each view type are covered in the
following sections.
The Record View Designer
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You customize your Record view layouts in the Record View
Designer. Here are the parts of the Record View Designer that
are important to understand:
The Cursor
The cursor can be controlled by either the mouse or the arrow
keys in most places throughout the View designer work area. As
long a you have a mouse installed (if you don't, see Chapter
1, "Installing Your Mouse" for more information), the View
designer displays both a blinking square cursor and a mouse
pointer. In graphics display mode, the mouse pointer displays
as an arrow. However, in character display mode, the shape of
the mouse pointer is identical to the square cursor, but the
mouse pointer does not blink and it is a contrasting color.
Using the keyboard, move the cursor using the ARROW keys
anywhere in the View designer.
Using a mouse, move the mouse pointer to a location and then
click the left button to move the cursor to that location.
The Button Bar
The button bar is the area at the bottom of the screen just
below the View designer work area. It contains the tools you
will use to create views. When you first enter the View
Designer the only buttons available are Field and Text. The
Edit, Delete and Move buttons are greyed out-they become
available once you place and select fields or text.
Navigating in the Record View Designer
You can navigate within the Record view designer work area
using either the mouse or the keyboard. This section describes
the different ways to scroll the screen. The sections
following this, describe how to place fields and text. Then
how to select, move, modify, and delete fields and text is
discussed.
The following table describes the mouse and keyboard options
for scrolling the Record View Designer:
Function: Mouse Action: Keyboard
Scroll down one line: Click the down arrow on the scroll bar:
N/A
Scroll up one line: Click the up arrow on the scroll bar: N/A
Scroll down a page: Click below scroll box PGDN
Scroll up a page: Click above scroll box PGUP
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Jump to bottom of view: Drag scroll box to bottom of scroll
bar: CTRL-PGDN
Jump to top of view: Drag scroll box to top of scroll bar:
CTRL-PGUP
Placing Fields
You can place a field in the work area of the Record View
designer two ways:
Using Field button on the button bar
Using Insert New Item dialog box
Both methods afford you the use of the keyboard or the mouse.
Using the Field Button
Choosing the Field button displays the Field Details dialog
box.
You choose which field to place by scrolling through the Field
list until the desired field displays.
You can also use the Field Details dialog box to specify how
much of a field will display at once by entering that value in
the Display Width text box. For example, you may have a field
with a data length of 65, but you only need to see 10
characters of the data at a time. By defining the display
width to be 10, you create a scrolling window that displays 10
characters of the field's data at a time.
A field's display width can be no longer than the data length
(the length you specified when defining the database
structure) up to a maximum of 65. You cannot change the
display width for numeric fields, they always display their
full data length. This also holds true for logical fields
which can only be 1 character position long.
You can also check the Show Field Name option to place the
field name immediately to the left of the field. Do not check
this option if you want to enter your own field label that
does not use the internal "dBASE" field name. In that case,
place text to format the field label (see "Placing Text" later
in this chapter for details).
Using the Insert Item Dialog Box
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You can also display the Field Details dialog box by first
invoking the Insert Item dialog box. To do this with the
keyboard, move the cursor to the desired location and press
ENTER. To do this with the mouse, you must click twice in the
same location: Click once to move the cursor to the desired
location, then click a second time directly on the cursor.
This is functionally very similar to "double-clicking," but
how fast you click is not important-you must click twice in
the same spot to display the Insert New Item dialog box.
Either action displays the Insert dialog box.
This dialog box gives you the option to place either a field
or text. Choosing Field displays the Field Details dialog
described earlier.
Note that most fields display with the field name enclosed in
brackets. The area enclosed in brackets shows where the data
will display. How much space is between the brackets is
determined by the display width you define. If the display
width is shorter than the number of characters in the field
name, you will not be able to see the entire field name with
the brackets. Also, a closing bracket will not display if the
display width is less than the number of characters in the
field name plus two.
Once a field is placed in the view, you can move, modify, or
delete it if necessary. See "Selecting, Moving, Modifying, and
Deleting View Objects" later in this chapter for details.
To place a field using the Field button:
1.Move the cursor where you want place your field.
2.Click on the Field button or press ALT-F. The Field Details
box will display. The Field box will be empty. To choose a
field, use one of these four methods:
Type the field name in the box.
Or...
Use the UP and DOWN ARROW keys to move through the list of
the fields until the desired field is highlighted;
Or...
Press TAB to move the highlight to the down arrow button at
the right of the field box and press ENTER to see an entire
list of the fields. Select a field for placement and choose
OK;
Or...
Using the mouse, click on the down arrow button to see an
entire list of the fields. Select a field for placement and
choose OK.
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3.Change the display width if you want by typing a value in
the Display Width text box.
NOTE: The display width cannot exceed the data width for that
field.
4.Turn on the Show Field Name option, if desired.
5.Choose OK from the Field Details box.
The field is placed in the work area.
To place a field using the Insert New Item dialog box:
1.Move the cursor where you want to place your field.
2.Click the left button on the mouse twice in the same spot,
or press ENTER. The Insert New Item dialog box displays.
3.Choose Field. The Field Details dialog box displays. The
Field text box will be empty. Choose a field using one of
these four methods:
Type the field name in the Field text box.
Or...
Press DOWN ARROW to move through a list of the fields until
the desired field is displayed.
Or...
Press TAB to move the highlight to the down arrow button at
the right of the Field text box and press ENTER to see an
entire list of the fields. Select a field for placement and
choose OK.
Or...
Using the mouse, click on the down arrow button at the right
of the Field text box to see an entire list of the fields.
Select a field for placement and choose OK.
4.Change the display width if you want by typing a value in
the Display Width text box.
5.Turn on the Show Field Name option, if desired.
6.Choose OK from the Field Details box. The field is placed in
the work area.
Placing Text
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There are many reasons to place text in your view. You can
replace the "normal" field name with a text label that is
easier to for your database users to understand. You can place
instructions on the screen to help the user. You could list
the choices for a given field as text in the view. Or you can
place lines to divide the data entry screen into groups.
Placing text is similar to placing fields. You can place text
in the work area of the view designer two ways:
Using Text button on the button bar
Using Insert New Item dialog box
You can use either method using the mouse or the keyboard.
Once text is placed in the view, you can move, modify, or
delete it if necessary. See "Selecting, Moving, Modifying, and
Deleting View Objects" later in this chapter for details.
To place text using the Text button:
1.Move the cursor to where you want your text.
2.Click the Text button or press ALT-T. A dialog box will
display, prompting you to Enter Text. The Text box will be
empty.
3.Type in your text in the Enter Text box.
4.Choose OK.
To place text using the Insert New Item dialog box:
1.Move the cursor to where you want your text.
2.Click the left button on the mouse twice in the same spot,
or press ENTER. The Insert New Item dialog box displays.
3.Choose Text. A dialog box will display, prompting you to
Enter Text.
4.Type in your text in the Enter Text box.
5.Choose OK.
Selecting, Moving, Modifying, and Deleting View Objects
Once you have fields and text (view objects) in the View
Designer work area, you may find you need to edit them to get
your view "just right." These options are also useful if you
started the view definition process by patterning after
another view.
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You must first select a view object before you can work with
it. For moving and deleting view objects, PC-File lets you
select multiple objects at once. However, you can only select
one object at a time when modifying the definition of a view
object.
Selecting a Single View Object
You must select an object before you can make any changes to
it. You can select an object with the keyboard or the mouse.
Using the keyboard to select an object:
1.Use TAB and SHIFT-TAB or the ARROW KEYS to move the cursor
to the object.
2.Press SPACEBAR.
The current object displays in a different color to indicate
that it is selected.
Using the mouse to select an object:
1.Move the mouse cursor over the object.
2.Click the left mouse button. The current object displays in
a different color to indicate that it is selected.
Selecting Multiple View Objects
You can select more than one object in the View Designer. Use
multiple selection when there is a group of more than one
objects that you would like to move as a group to another area
of the work area. You can also select multiple objects to
delete them all at once.
Using the keyboard to select multiple view objects:
1.Use TAB and SHIFT-TAB or the ARROW KEYS to move the cursor
to the first object that you want to select.
2.Press CTRL-SPACEBAR. The object will change color,
signifying that it is selected.
3.Move the cursor to the next object that you want to select.
4.Press CTRL-SPACEBAR. Both objects display in a different
color, signifying that they are selected.
5.Continue in this fashion until all the fields you want to
work with are selected.
Using the mouse to select multiple view objects:
1.Move the mouse cursor to the first object that you want to
select.
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2.Hold down the CTRL key and click the left mouse button. The
object will change color, signifying that it is selected.
3.Move the mouse cursor to the next object that you want to
select.
4.Hold down the CTRL key and click the left mouse button. Both
objects display in a different color, signifying that they
are selected.
5.Continue in this fashion until all the fields you want to
work with are selected.
Moving Selected View Objects
Once you have selected one or more objects, you can move them
to another location in the work space using either the
keyboard or mouse.
Using the keyboard to move view objects:
1.Select the object or group of objects that you would like to
move.
2.Choose the Move button by pressing ALT-M.
3.Using the ARROW keys, move the cursor to the new location
for the objects.
4.Press SPACEBAR to de-select and "drop" the objects in the
new location.
Using the mouse to move view objects:
1.Select the objects or group of objects that you would like
to move.
2.Place the mouse cursor on any one of the selected objects,
depress the left mouse button and hold it down.
3.Drag the objects to the new location and release the left
mouse button.
4.Move the mouse cursor to an unused portion of the work area
and press the left mouse button to de-select and "drop" the
objects in the new location.
Modifying View Objects
Once you have placed view objects you may find you need to
modify the definition of the object. You can modify the
definition of any view object while the Record View designer
is active. You can only modify one view object at a time.
To modify a view object:
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1.Select the object to modify.
2.Choose Edit from the button bar.
Or...
Press ENTER.
Or...
Click the left button on the mouse twice on the desired
object. The appropriate dialog box will display for editing
a field object or a text object.
3.Make any changes to the object.
4.Choose OK.
Deleting View Objects
You can delete one or more view objects after selecting them.
To delete view objects:
1.Select the object or group of objects you want to delete.
2.Choose Delete from the button bar. A dialog box displays to
confirm that you want to delete the selected objects.
3.Choose Yes to delete the selected objects.
Completing the Record View Definition Process
When you are happy with the design of your custom record view,
you need to choose OK from the button bar to continue with the
record view definition process. This displays the Access Order
screen.
The numbers next to each of the fields indicate the current
order the fields will be accessed when entering data. By
default, the access order is determined by the order you
placed the fields in your view. The first field you placed is
numbered 1; the second field you place numbered 2, and so on.
This sequence is irrespective of where the field is placed in
the work area. If this order is acceptable, you can choose OK
to continue on to name your new view and conclude the
definition process. The following section describes how to
customize the access order.
Setting Access Order
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There are many ways to access the fields in your views. You
may want a particular field to be accessed first in spite of
the fact that the field is in the middle of work area. Or if
you have more than one field per line, you may prefer either a
left to right or a top to bottom access order.
PC-File lets you change the access order easily. There are
three access orders that can be applied automatically using
the Sequence button. Choosing the Sequence button displays the
Field Order dialog box.
Left to Right
If you have two or more fields per line, you can access all
the fields in a row from left to right before moving to the
next row. Choosing the Left to Right option automatically
renumbers your fields in a left to right access order.
Top to Bottom
If you have two or more columns of data, you may prefer to
access all of one column top to bottom before moving to the
next one. Choosing the Top to Bottom option automatically
renumbers your fields in this sequence.
Physical
The physical order is the order of the fields in the database
structure. When you created the database structure, the order
in which you entered the fields determined the physical order.
The Default Record view reflects the physical order for your
database. Choosing the Physical (DBF) option automatically
renumbers your fields in this sequence.
Custom Order
You can also change the access order to anything you want by
typing the desired sequence number next to each field. To do
this, you do not choose the Sequence button, simply navigate
to each field on the Access Order screen and type the desired
sequence number.
If you are defining a custom order for a large number of
fields the Refresh button may come in handy. Choosing the
Refresh button resolves any duplication in the sequence you
are defining. For example, if the first two fields in your
view are both numbered 1, choosing Refresh will leave the
first field numbered 1, renumber the second field to 2, and
renumber all following fields from 3 forward. You can also use
the Refresh button to quickly move a field to the end of the
access order. To do this: type a number greater than the total
number of fields in your database in the field, then choose
Refresh.
To define the view's access order automatically:
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Choose the Sequence button. The Field Order dialog box
displays.
1.Choose the desired option. The access order is renumbered.
2.Choose OK on the button bar to continue with the view
definition.
3.To define a custom access order:
1.Navigate to a text box next to a field using TAB or SHIFT-
TAB, the ARROW keys, or by clicking in the text box.
2.Type the number for the desired sequence in the access
order.
3.Repeat steps 1 and 2 until all fields are numbered. Choose
Refresh to resolve duplication, if desired.
4.Choose OK on the button bar to continue with the view
definition.
Naming the View
After you have defined the access order, you must name your
custom Record view to complete the view definition process.
Choosing OK from the Access Order screen displays the View
Name dialog box:
A default name of "Custom Record View" displays in the box.
You generally will want to use a more descriptive name. Each
view must have a unique name. You can enter a name up to 30
characters long.
To name a Record view:
1.Type in a name for the view.
2.Choose OK.
The record view definition process is complete. You are
returned to the main PC-File work area. Your new record view
is now active.
Overview of Creating a Custom Record View
This overview will take you through the basic steps for
creating a view. You can pattern a view after one of the
default views or any other view that has been defined. In this
example, you will create a completely new view.
To create a new Record view:
1.Open a database.
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2.Choose Create from the View menu. A decision box will
display.
3.Choose No. The Create View dialog box will display.
4.Choose Record View. You will then move into the View
Designer. The work area is blank.
5.Place your field and text objects in the work area.
6.Choose OK.
7.Select the sequence for access order.
8.Choose OK.
9.Enter a name for the View.
10. Choose OK. The newly defined Record view is active.
Modifying a Custom Record View
You can modify any of the Custom Record views you have created
using the Modify option on the Views menu. You cannot modify
the Default Record view.
Choosing Modify presents you with a list of all of your custom
views, both record and table views. The view designer that
displays after you choose a view to modify depends on the kind
of view you choose from the list. For this reason, you may
want to include the kind of view as part of each custom view's
name when creating them so that you can easily distinguish
them.
Once you have the selected view active in the Record View
designer, you can use any of the procedures described in the
"Adding Fields", "Adding Text", and "Selecting, Moving,
Modifying, and Deleting View Objects" sections to modify the
view.
To modify a Record view:
1.Open a database.
2.Choose Modify from the Views menu.
3.Select a Record view to modify.
4.Choose OK. The Record View Designer displays. The work area
displays the objects that currently make up the view.
5.Edit the field and text objects in the work area.
6.Choose OK.
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7.Select the sequence for access order.
8.Choose OK.
9.Enter a name for the view.
10. Choose OK. The modification process is complete.
Deleting a Record View
You can delete a view at anytime. If you created a view to
more easily complete a particular task, you can delete that
view when you have finished.
To delete a Record view:
1.Choose Delete from the Views menu.
2.Select the view to delete.
3.Choose OK.
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The Table View Designer
Use the Table view designer to specify which fields to put
into a custom Table view and to determine the order they
display in. The Table View designer is accessed from the View
menu like the Record view designer.
Just like record views, you can start the Table view
definition process by patterning after other Table views, or
you can create them from scratch. Unlike creating Record
views, there are not as many differences between creating a
Table view with a pattern or without a pattern.
After you choose to define a Table view, the Table View
designer displays.
The Field Name column displays each of the field names for all
of the fields in your database. You cannot edit the field
names.
The Column column lets you determine the order the columns in
your custom Table view will display. For example, typing a 1
for a field causes that field's column to display at the far
left of the Table View work area. Similarly, typing a 3 for a
field causes that field to display as the third column from
the left. Any field that you do not enter a number for will
not be included in the view.
The Width column defaults to displaying the current display
width for each field. Changing the Width number increases or
decreases how much of the field displays at once in the
resulting Table view-the display width of each column. You
cannot enter a width that is larger than the field's data
length. You cannot specify a width of zero, but you can
exclude a field from displaying by not typing a Column number
for that field. And you cannot change the display width for
numeric fields- numeric
always display their full data length.
Creating a Table View
To create a new Table view:
1.Open a database.
2.Choose Create from the View menu. A decision box will
display.
3.Choose No. The Create View box will display.
4.Choose Table View. The Table View Designer displays.
5.Move the highlight to the column field.
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6.Type the number corresponding to the column where this field
should display.
7.Move the highlight to the display width.
8.Type an appropriate display width.
9.Repeat this procedure for each of the fields you wish to
display.
10. Choose OK to continue the Table View definition process.
Naming the View
After you have determined the columns and display widths, you
must name your custom Table view. The default name is Custom
Table View. You generally will want to use a more descriptive
name. It's a good idea to include the type of view (Record or
Table) in the name.
To name a Table view:
After you have determined the columns and display widths, a
dialog box will display prompting you to enter a view name:
1.Type in a name for the view. You can type up to 30 alpha-
numeric characters.
2.Choose OK.
Modifying Custom Table Views
You can modify any of the Custom Table views you have created
using the Modify option on the Views menu. You cannot modify
the Default Table view.
Choosing Modify presents you with a list of all of your custom
views, both record and table views. The view designer that
displays after you choose a view to modify depends on the kind
of view you choose from the list. For this reason, you may
want to include the kind of view as part of each custom view's
name when creating them so that you can easily distinguish
them.
Once you have the selected view in the Table View designer,
you can modify its definition.
To modify a Custom Table view:
1.Open a database.
2.Choose Modify from the Views menu.
3.Select a Table view to modify.
4.Choose OK. The Table View Designer displays.
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5.Edit the Table view definition
6.Choose OK.
7.Enter a name for the view.
8.Choose OK. The modification process is complete.
Deleting Table Views
You can delete a Table view at anytime. If you created a view
to more easily complete a particular task, you can delete that
view when you have finished.
To delete a Table view:
1.Choose Delete from the Views menu.
2.Select the view to delete.
3.Choose OK.
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CHAPTER 6 ADDING DATA
Once you create a database structure, you can begin adding
data. Data is normally added one record at a time through the
data entry screen. This chapter explains the procedures
involved in adding data.
Data Entry
Data is normally added to a database on the data entry screen.
When you add records, the current record on the screen clears
and the cursor moves to the first entry field. You can then
begin adding records, one at a time.
You can add new records in either Record or Table views by
choosing the Add option from the Edit menu or by choosing the
Add button on the button bar. In a Record view, an empty
record is displayed for you to fill out. In a Table view, an
empty row is displayed at the top of the table for you to fill
out. The new record is saved when you finish entering the data
and navigate to a new record or choose to add another record.
During data entry, the entire menu bar is available. If you
perform another menu operation (except Tools menu options)
while adding a record, the new record is automatically saved
before proceeding.
NOTE: You can also add data to a database by importing a file.
See Chapter 13, "Utilities," for information on this method of
adding data.
You can add up to 1 billion records in a database. It is more
likely that you will run out of space on your hard disk before
you encounter the limits of PC-File itself.
Adding a Record
The procedures for entering a record are the same, whether you
are in Record view or Table view.
To add a record:
1.Open the database.
2.Choose Add from the Edit menu, or choose the Add button on
the button bar (press ALT-A, if using a keyboard). An empty
record data entry screen displays if you are in a Record
view, or an empty row displays on the top row if you are in
a Table view.
3.Enter the record. Press TAB or ENTER to move from one field
to the next. Use SHIFT-TAB to move to the previous field to
correct an error.
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4.Repeat these steps to add additional records.
See Chapter 5, "Navigating Within Views" for full details on
how to move around within a record.
Saving a Record
Each new record is saved as soon as you choose to add
additional records or when you navigate to a pre-existing
record (using the Prev and Next buttons or CTRL-P and CTRL-N).
Also, if you perform another menu operation (except Tools menu
options) while adding a record, the new record is
automatically saved.
Cancelling an Added Record
You can cancel adding a new record at any point before the
record is saved by choosing the Cancel button or by pressing
ESC. A visual cue that cancelling is possible is that the
Cancel button is greyed-out once the record has been added.
Entering Data in a Memo Field
Memo fields differ from other fields in that you can expand
the display during data entry. The field expands to a window,
allowing you to see most or all of your entry. This makes data
entry and formatting much easier.
A memo field is identifiable by the up arrow button that
displays at the end of the field.
To expand a memo field:
1.Click on the button at the end of the field. From the
keyboard, place the cursor in the field and press CTRL-E.
The field expands to a window.
If necessary, you can resize the window.
To resize the window with a mouse:
1.Click on the maximize button in the upper right corner to
expand the window to full size. Click on the same button to
return the window to its original size.
As an alternative, move the cursor to one of the corners or
sides of the window, hold down the left mouse button, and
drag the sides of the window. In this manner, you can expand
or shrink the window.
To resize the window with the keyboard:
1.Press ALT-F10 to expand the window to full size. Press ALT-
F10 again to return the window to its original size.
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As an alternative, press ALT-F8. Then use the arrow keys to
expand or shrink an outline of the window. When the outline
reflects the size you want, press ENTER.
You can also move the memo window in the same way that you
move dialog boxes or Help windows.
To close a memo window:
1.Choose the OK button. This saves the memo entry and closes
the window.
If you don't want to save your entry or changes, choose
Cancel or press ESC instead. In that case, PC-File prompts
you to save changes before closing the window. Choose No if
you don't want to save your changes.
Once you close a memo window, only the first line of the memo
displays in the field.
You can enter up to 5000 characters in a memo field.
NOTE: You can't expand character fields to a window, even if
you have defined a data length that is longer than the display
length. Instead, the text scrolls to the left as you enter
data in the field.
You can also spell check the contents of your memo field using
the Spell button. See Chapter 15, "Using the Spell Checker"
for details on how to use the spell checker dialog box.
Do You Get a Beep?
Some field types and field attributes place limitations on the
characters that can be entered in a field. For example, you
can't enter letters in a numeric field, and you can only enter
the letters y, n, t, and f in logical fields. The Character
Restriction field attribute can further limit the characters
that can be entered.
If the computer beeps at you when you are entering data, it's
because you're trying to enter a character that isn't
permitted in that particular field or because the field is
full and characters are being deleted from the end.
Not Editable
If the cursor skips over a field, or if PC-File beeps when you
try to click in a field, the Not Editable field attribute has
been set for that field. As its name implies, the Not Editable
field attribute is used to prevent the contents of a field
from being edited. See Chapter 4 for details on the Not
Editable field attribute.
Leaving Fields Blank
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The field type determines what happens to a field that you
leave blank. If the field is numeric, PC-File places a 0 in
the blank field. If the numeric field includes a decimal, PC-
File includes a 0 before the decimal and a 0 for each
character to the right of the decimal. Thus, a field with
three characters to the right of the decimal looks like this
when left blank: 0.000.
All other field types display no characters in the field if
left blank during data entry.
Using Calculation Fields
If you have defined a field with a calculation, the data in
the field is derived from the calculation. PC-File allows you
to access calculation fields and even enter data in them.
However, the data displayed in the record is the data derived
from the calculation. PC- File ignores any data you have
entered by accident or otherwise, unless you chose the Only
When Field is Empty option when defining the calculation.
To prevent yourself or other users from entering or editing
the result of a calculation, you can add the Not Editable
field attribute. See Chapter 4 for details on how to do this.
Shortcuts and Helpful Tips
PC-File provides a number of hot keys and other short cuts to
make data entry as easy as possible.
Duplicating Fields and Records
PC-File can automatically enter data from the previously
viewed or added record into the current record. You can choose
between duplicating a single field or duplicating all fields
from the cursor position to the end of the record. Either way
can shorten the time it takes to add data.
Duplicating a field overrides any default data that you
entered in a field when defining the database.
Duplicating a Single Field
Duplicate a single field when only that field repeats itself,
but not the fields that follow. For example, if you are
entering address information, it is likely that you could
encounter two addresses in a row from the same state, but with
a different zip code.
To duplicate a field:
1.Place the cursor in the field.
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2.Press CTRL-F. The data from the previously-viewed or added
record is copied into the current record.
Duplicating to the End of the Record
You can duplicate all data from the current field forward in
access order to the end of the current view. For example, you
may find in entering addresses that the city, state, and zip
code information is the same for the current record as for the
previously viewed or added record. It's probably quicker to
copy the data from the previous record than to type it in
again.
To duplicate all data to the end of the record:
1.Place the cursor in the appropriate field.
2.Press CTRL-R. PC-File copies the data for that field and all
subsequent fields (in access order) from the previous
record.
Once you complete the duplication, you can make changes before
adding the record to the database.
CTRL-R is most useful in either of two situations:
When two records are almost exactly the same, and you just
have to change one or two fields after making the
duplication.
When the last few fields in a record are the same. In that
case, enter the information in the early fields, then press
CTRL-R when you reach those fields that can be copied from
one record to the next.
NOTE: Be cautious in using CTRL-R if your database contains a
field with the Serial Number field attribute. PC-File makes an
exact duplicate with CTRL-R, including the Serial Number
field. Thus, you would end up with two records with the same
number in that particular field. You can get around this if
the Serial Number field is the first field in the record. In
that case, move the cursor to the second field before pressing
CTRL-R.
Memorizing Data
If you want to enter the same data in a field quite often, you
can copy the data to the buffer and paste it into a field
whenever necessary. To do that, use the read from and write to
hot keys. These hot keys are explained in detail in Chapter 7,
"Finding and Modifying Data."
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NOTE: If you find yourself using the buffer for one particular
field a lot of the time, consider entering default data in the
field instead. You can always overwrite the default data if
necessary. See the section on entering default data in Chapter
2, "Creating a Database."
Using the Flip Data Character
PC-File provides the tilde (~) character to flip data within a
field. The tilde is most often used in name fields that
include both the first and last name within a single field.
Being able to flip the data lets you enter the last name first
for sorting purposes, then flip the last name and first name
to print mailing labels.
NOTE: For most databases, it is recommended that you place
first names and last names in separate fields. If you do that,
you don't need the tilde.
To flip data, type the tilde between the two parts of the
field that you want to flip in every record you enter. Then,
when you print out a report, whether on-screen or to a
printer, the two parts of the field display in flipped order.
Thus, if you enter Ratite ~Janet in the field when adding
data, Janet Ratite appears in the report. Be sure to enter a
space between the last name and the tilde that precedes the
first name.
NOTE: Make sure the flip data option is turned ON (checked) in
the Print options dialog box.
You can also flip data when you are adding or modifying a
record. With the cursor in the field you want to flip, press
CTRL-O to flip the data. This is most useful if you have
entered dozens of names in one order, then realize you want
them in reverse order for sorting. You can modify each record
by placing the cursor in the proper field and pressing CTRL-O.
This is much faster than retyping each one.
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CHAPTER 7 FINDING AND MODIFYING DATA
To find data, choose one of two powerful search options. To
modify records, display a record, click in the field or press
ALT to move the cursor into the record and then TAB to the
field, and make your changes. These operations and more are
covered in this chapter.
The Search and Modify Options
Locating data, viewing that data, and making changes to it are
key ingredients of any database. PC-File provides a variety of
alternatives for all three operations.
For the most part, these operations are activated or performed
from the options on the Edit and Search menus. These menus are
illustrated below and each of the options described briefly.
You can also locate records by simply browsing through the
database as described in Chapter 5, "Views."
The Search Menu
Use the options on the Search menu to navigate through your
records:
Choose Beginning to display the first record in the database,
based on the current index. Choose End to display the last
record, also based on the current index. If you change
indexes, these records are likely to change.
You can also choose the Search button on the button bar to
conduct a Simple search.
The Edit Menu
With the exception of Add, the options on the Edit menu are
used for making changes to your data. You can make changes as
long as the Read- only option is not checked. Checking the
Read-only option permits you to view the data, but allows no
access for making changes.
Switching edit modes and making changes is covered in detail
in the section "Modifying and Deleting Records," at the end of
this chapter.
The Add option is covered in Chapter 6, "Adding Data."
Paging Through Records
PC-File Version 7 Users Guide 108
For the most part, finding data means conducting a search for
that data. You define specific criteria, then let PC-File
search for the records that meet the criteria. However, you
can also page through your records. PC-File lets you page
through one record at a time in a Record view or a screen's
worth of records in a Table view.
Whether you page through one record or many records at a time
depends on the current view. Display a Record view to page
through one at a time. Use the Next and Prev buttons or CTRL-N
and CTRL-P to page forward and backward in your database.
Displaying a Table view lets you page through your records a
screenful at a time. Use PGDN and PGUP to display the next
screen or the previous screen of records. You can also use the
UP and DOWN ARROW keys to move one record at a time.
Alternatively, you can use the vertical scroll bar on the
right side of a table view to page through records in a Table
view.
See Chapter 5, "Navigating Within Views" for full details on
how to navigate within Record and Table views.
You can also jump to the first or last record in your
database, based on the current index, at any time. To display
the first record or group of records, choose Beginning from
the Search menu. To display the last record or group of
records, choose End from the Search menu.
Conducting a Search
PC-File allows up to a billion records in a database, so fast
and efficient methods of searching for data are an important
feature of the program. Paging through your records, either in
Record or Table view, can be useful, but offers little help
when you want to find information in a large database quickly
and easily.
PC-File provides three powerful search options:
Simple
Formula
Global
A Simple search satisfies most search needs and is easy to
learn and use. A Formula search provides more power than a
Simple search, but requires you to enter a search command. Use
a Global search to look in all but memo fields for specific
text.
Within Simple and Formula searches, you can look for records
that "sound like" the search criteria, scan through a specific
field for a word or part of a word, enter wildcard characters,
and use comparison operators.
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When you conduct a search, PC-File displays the first record
found that satisfies the search criteria. To see the next
record that satisfies the search criteria, click on the Again
button or press CTRL-A.
Choosing the Search Type
For the most part, you will probably conduct Simple searches
when looking for specific records. A Simple search is quicker
and easier to conduct and powerful enough for most needs.
However, there are some kinds of searches that can only be
done with a Formula search. A Global search is most useful for
searching for data when you are unsure in which field you need
to look.
Advantages of a Simple Search
When you choose Simple search from the Search menu, PC-File
displays your data entry screen and lets you enter the search
criteria in the appropriate field(s).
To search for all members in your database that live in
Seattle, you simply type the word Seattle in the CITY field,
as shown above.
There are several advantages of a Simple search when compared
to a Formula search. A Simple search:
Is more intuitive
Requires fewer keystrokes
Allows less likelihood of making a typing mistake
Doesn't require a knowledge of search command syntax
It is likely you will conduct Simple searches in all cases
except those that require a Formula search.
Advantages of a Formula Search
When you choose Formula from the Search menu, PC-File displays
a dialog box for entering a search command.
A Formula search is more powerful than a Simple search. You
can conduct certain kinds of searches with a Formula search
that you can't with a Simple search. Among them are searches
that:
Include more than one search criterion within a particular
field
Use OR statements
Require a calculation
PC-File Version 7 Users Guide 110
If you want to search for all members that live in either
Seattle OR Portland, or you want to search for all members
that live in Seattle OR have a last name of Jones, you must
use a Formula search. (You could search for all members that
live in Seattle AND have a last name of Jones using a Simple
search, but to use OR, you must conduct a Formula search.)
Advantages of a Global Search
A Global search lets you scan through all the fields in your
database, other than memo fields, for a specific bit of
information or text. It is most useful when you have multiple
fields that contain the same type of information. For example,
if you have several name fields or several fields listing
parts or parts numbers, use a Global search if you are unsure
which field contains the data you are looking for.
On the other hand, if you know which field you want to look
in, conduct a Simple search instead, using the scan-across
search method (described below). The Simple search is faster,
as PC-File doesn't have to look through all the fields for the
information. You can also use the scan- across method to
conduct searches in memo fields, which you can't do with a
Global search.
Index Autoswitching
On large databases, indexing the field you are searching on
will speed up most Simple and Formula searches quite
dramatically. (See Chapter 8, "Sorting and Indexing Data" for
details on how to define indexes.) This increase in searching
speed will only occur if the index for the field you are
searching on is current when searching is performed. The
current index is always indicated on the Status line on the
bottom of the screen.
By default, PC-File will automatically switch to the best
index (if one is available) when performing a Simple or
Formula search. This feature is called autoswitching.
For example, suppose your database has an index on the ZIPCODE
field and an index on the LASTNAME field. If the LASTNAME
index was current when you conducted a Simple search on the
ZIPCODE field, PC-File would autoswitch to the ZIPCODE index
to perform the search as quickly as possible.
There may be occasions where you want to prevent autoswitching
from occuring. For example, suppose you have indexes on the
STATE and the ZIPCODE fields. You might enter a search to find
records for a particular state, but you want the records found
to display in the ZIPCODE order. With autoswitching on, PC-
File would always switch to the STATE. However, the bottom
line of the Simple screen and Formula search dialog box has
two option buttons to toggle autoswitching on and off.
Choosing the No
PC-File Version 7 Users Guide 111
button turns autoswitching off, choosing the Yes button turns
autoswitching on.
There is also an Index button in the lower left corner of the
Simple search screen and Formula search dialog box. Choosing
this button lets you manually switch the current index. See
Chapter 8, "Switching Indexes" for details on how to switch
indexes.
Methods of Entering Search Criteria
There are five different ways of entering search criteria in
Simple and Formula searches. They include
Generic
Scan-across
Sounds-like
Wildcard
Comparison
All five methods can be used in both Simple and Formula
searches. You can also combine the methods within one search,
though there are some limitations that arise. For example, you
cannot use the scan-across method in numeric fields. The
limitations are covered in the discussion on each method
below.
NOTE: Determine case sensitivity in the Configuration option
on the Utilities menu. If you make searches case sensitive,
entering SEATTLE will not find Seattle or SEAttle. If you make
searches case insensitive, then SEATTLE retrieves records for
Seattle or SEAttle.
NOTE: Search criteria in Simple and Formula searches require
the use of specific characters. Those characters are ?, ~, and
_. Because these characters are part of the search syntax, you
cannot search for them using Simple or Formula searches.
However, you can search for these characters using the Global
search method.
Generic Searches
The generic search is the default method of entering search
criteria. In a generic search, you enter the search criteria
just as it appears in the record. For example, to retrieve
records in which the city is listed as Seattle, type Seattle
in the City field.
You can also enter part of a word, but it must be the first
part. For example, type le to retrieve records that start with
LE in the field, such as LEOPARD or LEMUR. Records containing
CATTLE or TURTLE would not be retrieved.
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For the Simple search option, a generic search requires no
special characters. Enter just the search criteria themselves.
For the Formula search option, place quotation marks " "
around the search criteria for generic searches. The quotation
marks are part of the command syntax.
If you only want to find occurrences of JOHN and not JOHNSON
or JOHNSTON, follow the N with a space.
Use only generic searches or comparison searches when
searching for values in numeric fields. In addition, you must
search for the actual value; you can't search for part of the
value. For example, if you enter 1 in a numeric field search,
PC-File only finds records where the value is 1, not 12 or
100.
Scan-across Searches
Use the tilde (~) to look for an occurrence of a word or
characters anywhere within a field. Thus, ~LE would retrieve
records for Leopard, Lemur, Cattle, and Turtle.
If you only want to find occurrences that end in LE, follow
the LE with a space. Only Cattle and Turtle would be retrieved
in that case.
In Formula searches, place the tilde before and after the
search criteria, like so: ~LE~ or ~PARD~.
You can't use a scan-across search in a numeric field.
Sounds-like Searches
Use the question mark (?) to conduct a sounds-like search. A
sounds- like search retrieves records that sound the same as
the search information. This is used to find a name when
you're uncertain of the spelling. For example, if you enter
?Rawlins, PC-File retrieves records such as Rollings, Rollins,
Rawlings, and Rawlins.
The first character of a sounds-like search must be the same.
For example, you wouldn't be able to find Cranston if you
asked for ?Kranston.
Place a question mark before and after the search criteria in
Formula searches, like so: ?RAWLINS? or ?SMITH?. In Simple
searches, place the question mark in front of the search
criteria only.
Sounds-like searches can only be conducted on character
fields.
Wildcard Searches
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Use an underscore ( _ ) to indicate wildcard characters
appearing in fixed positions within a field. For example,
suppose you wanted to find all members with a renewal date in
the month of May. You could enter 05/__/____ or 05/__/1993 in
the renewal date field to display those records. This example
assumes you are using the default MM/DD/YYYY date display
format. Enter wildcard searches on dates using the field's
current display format.
NOTE: When searching on a date field, you must enter the date
in the the field's current display format. Also, if you enter
searches on dates using the display format, you must include
the separator characters. For example, if you are using the
MM/DD/YYYY format, include both slashes in the search
expression.
When you enter the wildcard character as part of the search
criteria, PC-File accepts any character found in that
position.
You cannot use wildcard characters in combination with sounds-
like or global searches. Also, you can't use wildcards to
search numeric fields. This is because a number in a numeric
field is handled as a single value-PC-File does not "see" it
as a string of separate characters. However, you can perform a
wildcard search on a number stored in a character field.
Comparison Searches
Use comparison operator symbols when performing a simple
search to search for data that is "greater than," "greater
than or equal to," "less than," "less than or equal to," or
"not equal to." You do this by typing the appropriate
comparison operator followed by the search data on the Simple
Search screen. You can use any of the following comparison
symbols:
Symbol Comparison Operation
> Greater than
< Less than
>= Greater than or equal to
<= Less than or equal to
! or != Not equal to (the equals sign is not
required)
For example, suppose you want to search for all checks with
numbers greater than 1000 and dates on or before (less than or
equal to) January 31, 1993. To do this you would type >1000 in
your Check Number field and <=01/31/93 in your Check Date
field on the Simple search screen.
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NOTE: The number of spaces available to enter search criteria
on the Simple search screen are limited to 2 characters
greater than the display length of the field, except for date
and memo fields. This provides 2 extra spaces for you to enter
your comparison operator, if necessary. The contents of the
search field will scroll 2 spaces if you enter a search
criterion that is longer than the field's display width.
Searches on dates will scroll up to 12 spaces, and searches on
memos will scroll up to 65 spaces.
You cannot include more than one comparison per field when
conducting a Simple search. For example, you cannot enter
>1000 & <1100 to find records greater than 1000 and less than
1100. You must use a Formula search to do this.
Also, in a Simple search, all search criteria must be met to
find a record. The Simple search mentioned in the Check Number
example above would be equivalent to a Formula search like
this:
CHECK_NO > 1000 & CHK_DATE <= "01/31/92"
A simple search is always equivalent to a Formula search using
"and" operations: "find records where both x and y are true."
Any search that requires "or" operations must be entered as a
Formula search.
See "Conducting a Formula Search" for details on how to use
comparison operators in Formula searches.
Conducting a Simple Search
Generally, you'll want to conduct a Simple search unless the
complexity of the search criteria requires that you conduct a
Formula search. Use any of the five methods of entering search
criteria described above when conducting a Simple search.
To conduct a Simple search:
1.Choose the Search button or press CTRL-S. The Simple search
screen displays.
2.Enter the search criteria in the appropriate field(s).
3.Turn off Autoswitch, if you want to remain in the current
index. See "Index Autoswitching" earlier in this chapter for
details.
4.Choose OK to begin the search. PC-File displays the first
record that meets the criteria.
5.Choose the Again button or press CTRL-A to display the next
record that meets the criteria. Repeat this step to retrieve
all additional records that meet the criteria.
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PC-File interprets unused character positions that follow your
criteria as wildcards. Thus, if you search for the name Anders
in a last name field, you'll find records for Anders,
Anderson, and Andersen. If you only want to find records for
Anders, enter a space with SPACEBAR after the last character
in Anders.
You can enter search criteria in a single field or in multiple
fields. For example, to search for members living in Seattle,
move the cursor to the City field and type Seattle. That is a
single field search.
A multiple-field search is a more selective type of search. If
you enter search data in multiple fields, all of the data must
match before the record is considered found.
For example, you can search for zoo members living in Seattle
that are life members.
Only the records for those people that are both life members
and live in Seattle are found as a result of the above search.
Conducting a Formula Search
A Formula search provides more power than a Simple search.
With a Formula search, you enter the entire search command
rather than just the search criteria. This gives you more
flexibility when conducting the search.
For example, you can enter multiple search criteria for a
specific field. And you can use OR as a logical operator, as
well as AND.
To conduct a Formula search:
1.Choose Search from the menu bar.
2.Choose Formula from the Search menu. A dialog box appears.
3.Enter the search command in the text box.
4.Turn off Autoswitch, if you want to remain in the current
index. See "Index Autoswitching" earlier in this chapter for
details.
5.Choose OK to begin the search. The first record that meets
the search criteria displays.
6.Click on the Again button or press CTRL-A to display
additional records that meet the search criteria. The
Formula search dialog box allows up to 250 characters.
The Format of a Search Command
A Formula search command follows a basic format containing a
Search Location, a Comparison Operator and Search Criteria.
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The search location always appears on the left side of the
comparison operator and the search criteria on the right side.
Another example illustrates a more involved search command:
LASTNM = "SMITH" | LASTNM = "JONES" & CITY = SEATTLE"
Translated into plain English, this command says "First find
anyone named SMITH or JONES, then make sure the city is
SEATTLE."
You can include up to 34 comparisons in a search command. Use
spaces as you see fit to improve readability. They don't
affect the command, except when used in search criteria to
indicate a space.
The components of a search command are explained in detail
below, followed by examples of various search commands.
Search Location
The search location is normally a field in the database, but
can also be a calculation. The search location always appears
on the left side of a comparison. Enter field names without
any punctuation, as follows:
LASTNAME = "SMITH"
However, you can enter just enough of the field name so that
PC-File recognizes it as unique in the database. Thus
LA = "SMITH"
would be fine as long as no other field in the database begins
with LA.
You must enter a search location for each comparison within a
command. For example, you cannot enter
LASTNAME = "SMITH" | "JONES"
**INCORRECT**
You must enter a field name for each criteria separately, like
this:
LASTNAME = "SMITH" | LASTNAME = "JONES" **CORRECT**
A calculation used as a search location can be any valid
numeric or date calculation. You can't use relational lookups.
The following example illustrates a calculation involving two
fields:
(TOTALDUE - AMTPD) >= 500
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In this calculation, the program searches for all records
where the balance due is greater than or equal to $500.
Comparison Operators
Comparison operators determine the relationship between the
search location and the search criteria. The six comparison
operators are:
Equal to =
Not equal to !=
Greater than >
Less than <
Greater than or equal <=
Less than or equal to <=
The operator Equal to (=) means that the comparison is exact.
The command
LASTNAME = "SMITH"
will not find SMYTH (unless you do a sounds-like search). It
will only find SMITH.
PC-File follows the ASCII table in determining the order of
alphanumeric characters. Greater than refers to those
characters with higher numbers on the ASCII table. Less than
is the opposite. Case insensitivity changes the rules
slightly, making SMITH also equal to Smith, rather than Less
than (Uppercase letters are lower in the ASCII table than
lowercase letters).
The operators Not equal to (!=), Greater than or equal to
(>=), and Less than or equal to (<=) should always be entered
in the order shown. Do not place the equal sign first.
Search Criteria
The right side of each comparison is normally a constant, but
can also be a calculation or a field. In a Formula search, the
constant must be surrounded by special characters. The only
exception occurs when you use a numeric value as a constant.
In that case, quotation marks are optional.
The characters differ depending on the method of entering
search criteria, as follows:
Generic Quotation marks (") "SMITH"
Scan-across Tilde (~) ~MIT~
Sounds-like Question mark (?) ?SMITH?
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The wildcard character ( _ ) must be used only in combination
with generic and scan-across searches. You can't use wildcards
with sounds- like searches.
Logical Operators
Use logical operators to link multiple comparisons. Use the
ampersand (&) for AND and the pipe (|) for OR. On most
keyboards, the pipe appears on the same key as the backslash.
It is not a colon. PC-File does not recognize the words OR and
AND as logical operators, so be sure to use the symbols
instead.
The operator AND means that both comparisons must be met to
satisfy the search criteria. The operator OR means that either
can be met. Normally OR is used when you are linking
comparisons for the same field and AND is used when linking
comparisons from different fields. Thus, in the search command
STATE = "WA" | STATE = "CA"
you must use the operator OR because both abbreviations do not
appear in one record.
Parentheses
Parentheses are used to group comparisons logically. In many
search commands, they are necessary to make the command work
properly. Without them you would retrieve a different group of
records.
In most cases, a command that includes both logical operators
requires parentheses to make the command work properly. For
example, the command
CITY = "SEATTLE" & (NAME = "JONES" | NAME = "SMITH")
would produce a different result without the parentheses. As
it is, the search retrieves all records in which the city is
SEATTLE and the name is either JONES or SMITH. Remove the
parentheses and the command retrieves all records in which the
city is SEATTLE and the name is JONES, plus those records for
which the name is SMITH, no matter what the city.
The reason it works this way is that PC-File reads commands
from left to right. However, it disregards the previous
logical operator when it encounters a new logical operator,
unless it also encounters parentheses. Parentheses force the
program to consider the information within the parentheses as
a unit. Thus, with the parentheses in place in the above
example, there are two main parts to the search command, which
it considers together. Without the parentheses, PC-File
disregards the AND when
it gets to the OR, and treats it separately.
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You normally don't need parentheses when you only use OR or
only use AND in the command. For example, in the command
STATE = "WA" | STATE = "CA" | STATE = "NY"
parentheses are unnecessary. The same is true with the command
NAME = "JONES" & STATE = "WA" & YEAR = "1985"
However, in the search command
STATE = "WA" & (NAME != ?SMITH? & NAME != ?JONES?)
the parentheses make a difference in the records retrieved.
Examples of Formula Search Commands
A number of examples further illustrate the syntax used in
Formula search commands. The examples are shown in uppercase
letters, but uppercase letters are not required.
Example #1
The following example can also be performed as a Simple search
by typing >150 into the AMOUNT field on the Simple search
screen.
AMOUNT > 150
Example #2
The following example can also be performed as a Simple search
because an AND operation is assumed when using multiple search
criteria in a Simple search. To perform this search as a
Simple search, type <150 into the AMOUNT field and type
>=03/15/91 into the DATE field.
AMOUNT < 150 & DATE >= "03/15/91"
Using the logical operator for AND requires that both criteria
be met. As with the previous example, numeric values (150 in
this case) don't require quotation marks. PC-File would find
the same records if you did use quotation marks, though.
Example #3
In the following example, PC-File searches for all records
between the two dates. This search cannot be performed as a
Simple search because you cannot enter multiple criteria for
one field.
DATE > "03/15/91" & DATE < "03/31/91"
Example #4
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In the following example, PC-File searches for records with
one or the other member number. The numbers are enclosed in
quotation marks because Member_no is a character field, not a
numeric field. This and all the following examples cannot be
performed as Simple searches.
MEMBER_NO = "001729" | MEMBER_NO = "096119"
Example #5
In the following example, PC-File searches for records with a
specific date and either one or the other member number.
DATE = "05/05/91" & (MEMBER_NO = "001729" | MEMBER_NO =
"096119")
Example #6
When using the comparison operator Not equal to (!=) with
multiple criteria, you generally want to use AND (&) as a
logical operator, rather than OR ( | ), as in the following
example:
DATE != "02/14/91" & DATE != "02/15/91"
If you were to use OR, PC-File would search for dates not
equal to 2/14/91, which includes 2/15/91, and dates not equal
to 2/15/91, which includes 2/14/91. You must use AND to
exclude both dates.
Example #7
Wildcards are especially useful when searching for dates. The
following example illustrates this:
DATE = "03/__/91" | DATE = "04/__/91"
This command searches for all records with dates in the months
of March and April.
Example #8
A global search looks everywhere for the search criteria
except in memo fields. For memo fields, use a scan-across
search, as follows:
COMMENTS = ~cold~ | COMMENTS = ~icy~
This command searches for the words cold and icy throughout
the memo field.
Conducting a Global Search
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Global searches are similar to scan-across searches in that
you can search for a word or part of a word. However, a global
search looks through all fields (except memo fields) of all
the records, while a scan-across search looks only in the
designated field.
When you conduct a Global search, enter the search criteria
just as it appears in the records. PC-File treats the search
criteria as a character string. Don't use quotation marks or
other punctuation, unless that punctuation is part of the
string you are searching for. You can't use wildcards either.
If you enter an underscore character, PC-File searches for
data containing an underscore.
As long as case sensitivity remains turned off in your
configuration profile, PC-File searches for both uppercase and
lowercase variations on the criteria.
You can't use multiple criteria, comparison operators, or
logical operators in a Global search.
To conduct a Global search:
1.Choose Search from the menu bar.
2.Choose Global search from the Search menu. PC-File prompts
you for the search criteria.
3.Enter the criteria in the text box.
4.Choose OK. PC-File conducts the search and displays the
first record that meets the criteria.
5.Click on the Search Again button or press CTRL-A to display
additional records that meet the search criteria.
Because PC-File searches the data file in global searches, you
must enter dates in the format they are maintained in this
file: YYYYMMDD.
Checking For Duplicate Records
Duplicate records often appear in databases, particularly in
mailing lists. PC-File makes it easy to find and display
duplicate records, allowing you to delete them.
There are two ways to process duplicate records:
Display the duplicate records side by side, then choose to
delete the record on the right, on the left, both, or
neither of the records.
Print a report listing all duplicate records, either on-
screen, to a printer, or to a file. Then you can go back and
consolidate data and delete duplicate records as necessary.
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If you are the cautious type, you might want to run a report
of your duplicate records before you start to compare and
delete them on the screen. A report gives you time to check
for address changes and other possible causes of duplicates
that you might not catch if you go through the records quickly
on the screen.
How Duplicate Records Are Found
Records are checked for duplication by comparing the data in
one or more fields. You choose the fields from the database by
which you want the data compared. You can choose up to 10
fields. Be aware, though, that duplication exists only where
two records are identical in all fields being compared. Thus,
the more fields you select for comparison, the stiffer the
comparison.
PC-File ONLY compares adjacent records. For example, the data
in the second record is compared to the data in the first and
third records, but is NOT compared to the data in the fourth,
fifth, or any other records. As the order of the records is
based on the current index, it is important that your primary
field of comparison (the first comparative field selected)
coincides with your current index. If you are using last names
as the primary comparison field, for example, a database
indexed by
zip codes will likely miss some if not all of the
duplications.
Displaying Duplicate Records
Placing duplicate records side by side makes it easy to
compare the fields in each record.
The two records show two people with the same first and last
name, but different addresses. This is in fact two separate
people. You would not want to delete either record.
To display duplicate records side by side:
1.Choose Search from the menu bar.
2.Choose Duplicate records from the Search menu.
3.Choose one or more fields from the list box by which you
want to compare records. The primary field of comparison
should match your index. All other comparison fields are up
to you. Select no more than 10. You can compare based on a
portion of field by typing the notation for a partial field
in the text box, e.g. ZIP,1,5 only compares the first 5
characters of the ZIP field. See Chapter 1, "Selecting a
Field or Partial Field" for more details.
4.Choose OK when you finish selecting fields. A dialog box
displays.
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5.Choose Now when asked what course you want to take. The
first pair of duplicates displays on the screen, along with
a dialog box.
6.Choose to delete the record on the left side of the screen,
the record on the right side of the screen, both records, or
neither record. The next pair of duplicates displays.
7.Display each pair of duplicates and choose one of the
options until you have gone through all the duplicate
records. A box displays when you finish, informing you how
many duplicate records were displayed and deleted.
Printing a Report of Your Duplicate Records
A printed report of your duplicate records can be handy for
checking address changes, determining what causes duplication,
and generally examining your duplicates before deleting any of
them.
PC-File prompts you to make several choices while defining a
duplicates report, as follows:
Print to the screen, a printer, or disk
Print to the screen if you suspect just a few duplicates or
want to check to see if there are any duplicates at all.
Print to the default printer if you want a report you can
study at length.
Print to disk to produce a report that you can read with a
word processing program or text editor. PC-File prints an
ASCII file called databasename.DUP, located on the current
directory. With a word processing program or text editor, you
can conduct searches, which can be helpful if you have a lot
of duplications. Use this option also if you have no printer
currently available.
Print all data or compared data
You can print data from all the fields in the database for
each duplicate record, or just the data in the fields you have
chosen for comparison. If you feel you can compare duplicate
records adequately with just the comparison data, just print
compared data. Otherwise, you probably want to print all the
data.
If printing to a printer, you can also choose all the fields,
then truncate those fields that don't fit within the width of
the printer.
Do you want to truncate?
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If you are printing to the printer and the fields extend
beyond the width of the printer, PC-File asks if you want to
truncate the data. Choose Yes to print just the fields that
fit. Choosing No results in data being printed off the edge of
the paper, wrapping, or being truncated anyway. It depends on
your printer.
To print a duplicates report:
1.Choose Search from the menu bar.
2.Choose Duplicate records from the Search menu.
3.Choose one or more fields from the list box by which you
want to compare records. The primary field of comparison
should match your index. All other comparison fields are up
to you. Select no more than 10. You can enter a partial
field for comparison by entering the field, starting
position, and number of characters in the text box. See the
section on choosing partial fields in Chapter 1, "Navigating
in PC-File."
4.Choose OK when you finish selecting fields. A dialog box
displays.
5.Choose List when asked what action you want to take.
6.Choose to print the report to the screen, the printer, or to
a file.
7.Choose to print all data or just the data from the fields
you have chosen for comparison.
If you choose to print to the screen, the report displays on
the screen. There is no way to stop and start the display if
the duplicates run beyond a single screen.
If you choose to print to a printer, the printing operation
begins unless the fields being printed don't fit within the
width of the printer. In that case, PC-File prompts you to
truncate the fields to those that do fit.
If you choose to print to a disk, PC-File prints a list of the
duplicates to a file on the current directory named
databasename.DUP.
Modifying and Deleting Records
The Read-only Mode option on the Edit menu must be off (not
checked) to modify or delete records. This is true whether you
are modifying or deleting individual records or making global
changes or deletions.
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As long as Read-only Mode is off, you can modify or delete a
single record any time it is displayed on the screen. Global
changes, on the other hand, can be made without displaying the
individual records.
In some cases, PC-File also lets you undo changes and restore
deleted records.
Read-only Mode
Read-only mode permits the viewing of your data only. This
option is provided because it is very easy to modify records
otherwise. In Read- only mode you can navigate within records,
but you cannot modify data. You can access the menu bar and
the button bar; however all options on the Edit menu other
than Read-only Mode are grayed out. Only the Edit menu is
affected by Read-only mode. There are no limitations on other
activities within PC-File, such as creating reports, printing
graphs, and so
on.
Read-only mode is on when the Read-only Mode option is checked
on the Edit menu.
To toggle Read-only mode on and off:
1.Choose Edit from the menu bar.
2.Choose Read-only Mode.
When a check mark is displayed to the left of the Read-only
Mode menu option, Read-only Mode is on. When there is no check
mark to the left, Read-only mode is off.
Reading to and Writing from the Buffer
PC-File provides a buffer that you can read to and write from
at anytime. A buffer is a storage area that holds data in
memory until it is needed. It is most useful for copying data
from one spot and pasting it to another.
You can use the buffer to hold data from fields in your
records and from the edit window. The buffer is particularly
useful when recording a recursive macro to make changes to a
group of records. See Chapter 16, "Using Macros," for
information on recursive macros.
Only one block of data is held in the buffer at a time. If you
read another block of data to the buffer, it replaces what was
there before. The previous block of data is gone.
You can use the following hot keys to read and write to the
buffer.
Hot key Function
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CTRL-INS Read to the buffer
SHIFT-DEL Read to the buffer and delete
SHIFT-INS Write to the screen from the buffer
To read to the buffer:
1.Select the data you want to read to the buffer.
2.Press CTRL-INS to copy the data to the buffer. If you want
to copy the data to the buffer and delete it from its
current location at the same time, press SHIFT-DEL instead.
To write from the buffer:
1.Place the cursor where you want the data to appear.
2.Press SHIFT-INS to copy from the buffer to the screen.
Data remains in the buffer only during the current session.
When you exit from PC-File, the buffer is emptied.
Modifying a Record
Changes can be made to any record displayed on the screen, as
long as you are in Modify mode. It doesn't matter whether you
displayed the record by paging through your database or by
conducting a search. Nor does it matter whether you are in
Record view or Table view. If you can move the cursor to the
fields in a record, you can change the record.
To change a record, simply type in the correct information.
You can type right over the previous entry, or erase the field
first (by pressing CTRL-B) and then type in the correction.
You can also use BACKSPACE and DEL to erase current data.
Saving Your Changes
Changes made to a record are saved automatically as soon as
you leave the record. This is true whether you move to a new
record or choose a menu option to begin a new action. Even if
you choose Exit on the File menu, the change is saved.
Automatic saving works in Table view just as it does in Record
view. As soon as you move the cursor from one record to
another, any changes made in the previous record are saved.
Canceling a Change
If you make changes to a record, then decide you don't like
the changes, you can undo them. However, you can only undo
them if you haven't saved the changes by moving to a new
record.
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To undo changes to a record:
1.Choose Edit from the menu bar.
2.Choose Cancel Changes from the Edit menu, or press CTRL-C or
ESC. The record is restored to its state when it was last
saved.
Recalculating
Press ALT-R or choose the Recalc button to rerun any
calculations in your records for which data has changed. All
the calculations in the current record, whether in a Record
view or a Table view, are rerun.
This button is most useful for relational lookups in which the
data in the lookup database has changed, and for date
calculations in which one or more dates have changed.
The results of the recalculation display on your screen as
soon as the calculation is finished, or when you save the
record.
Deleting a Record
You can delete records in a Record view or a Table view.
To delete a record in a Record view:
1.Display the record on the screen.
2.Choose Edit from the menu bar.
3.Choose Delete from the Edit menu.
4.Choose Yes when asked to confirm the deletion.
The next record replaces the deleted record on the screen. If
there is no next record, the previous record is shown.
To delete a record in a Table view:
1.Place the cursor anywhere within the record you want to
delete.
2.Choose Edit from the menu bar
3.Choose Delete from the Edit menu.
4.Choose Yes when asked to confirm the deletion. PC-File
refreshes the screen, deleting the record in the process.
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If you change your mind after you have deleted a record, you
must use the Undelete option on the Edit menu. See the section
below on undeleting records. The Cancel Changes option on the
Edit menu restores only fields, not deleted records.
NOTE: A record is not removed from the data file when it is
deleted, it is only removed from view. For this reason, the
record count that displays in the lower left corner of the
screen stays the same after deleting records. For the same
reason, deleting records does not reduce the size of the data
file. You can pack the database to permanently remove all
deleted records from the data file. See Chapter 13, "Packing a
Database" for details on packing.
Modifying Multiple Records
You can modify all or a selected group of records in your
database at one time, using the Global modify option on the
Edit menu. For example, if the post office changes a
particular zip code from 98007 to 98008, you can select all
the records with the 98007 zip code and change them to 98008
without displaying the records.
Using Global modify to change a selected group of records
assumes that there is some common denominator within the
database that you can use as a criteria for selecting those
records. The change in the zip code, for example, provides
criteria by which you can search for specific records. A batch
of address changes from your members, on the other hand, does
not provide the criteria necessary to make a global change. In
that case you would have to make changes individually.
There are also some types of global changes that you can't
make with the Global modify option, but that you can make with
a recursive macro. Generally those changes involve variable
length data and inserting data within other data. See Chapter
16, "Using Macros," for information on what types of changes
you can make with a recursive macro that you can't make with
Global modify.
You can only make changes in the open database.
To make a global change:
1.Choose Edit from the menu bar.
2.Choose Global modify from the Edit menu.
3.Choose All or Some from the dialog box that displays. Choose
All to change ALL the records in the database. Choose Some
if you want to make changes to a selected group of records.
PC-File prompts you to conduct a search. See the section on
searching earlier in this chapter.
4.Enter the change or changes on the screen that displays.
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5.Choose OK.
6.PC-File displays the first record selected and asks if you
want to make changes to the displayed record.
Choose Yes to change the current record and display the
next.
Choose No to leave the displayed record as is, and
display the next record.
Choose All to make the prescribed changes to the current
and all remaining records.
Choose Quit to quit the operation.
Use spaces to blank out characters in a change.
Use wildcards to prevent changes to specific characters within
a field you are changing. The wildcard character is the
underscore ( _ ). Place it in a field you are changing to
indicate you want no change at that particular spot. For
example, if you are changing a nine-digit zip code field, but
want no changes to the last four digits, use the underscore in
the last four spots. Do not use blank spaces in those spots,
as they will blank out that portion of the zip code in all
records that are changed.
Deleting Multiple Records
If you want to delete all or a large group of records in your
database, you may be able to use the Global delete option on
the Edit menu. As with the Global modify option, you can only
delete a selected group of records if there is a common
denominator that allows you to select these records.
You can only delete records in the open database.
NOTE: A record is not removed from the data file when it is
deleted, it is only removed from view. For this reason, the
record count that displays in the lower left corner of the
screen stays the same after deleting records. For the same
reason, deleting records does not reduce the size of the data
file. You can pack the database to permanently remove all
deleted records from the data file. See Chapter 13, "Packing a
Database" for details on packing.
To delete multiple records:
1.Choose Edit from the menu bar.
2.Choose Global delete from the Edit menu.
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3.Choose All or Some from the dialog box that displays. Choose
All to delete ALL the records in the database. Choose Some
to delete a selected group of records. PC-File prompts you
to conduct a search. See the section on searching earlier in
this chapter.
4.PC-File displays the first selected record and asks if you
want to delete it. Choose Yes to delete the record and
display the next record. Choose No to leave it as is and
display the next record. Choose All to delete it and all the
remaining selected records as well. Choose Quit to quit the
operation.
Recovering Deleted Records
You can restore records that you have deleted if you change
your mind about them or find you have deleted them by mistake.
This includes records deleted individually or through a global
delete.
The reason you can recover deleted records is that PC-File
doesn't erase records when you delete them. Instead it just
removes them from view.
However, if you pack the database all deleted records are
erased (see Chapter 13, "Packing a Database" for details on
packing). Also, redefining the database writes a new copy of
the data file which omits deleted records. Therefore, you
cannot undelete records deleted before packing or redefining.
To recover deleted records:
1.Choose Edit from the menu bar.
2.Choose Undelete records from the Edit menu. PC-File displays
the deleted records that it finds one at a time. You can
then choose which records you want to restore.
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CHAPTER 8 SORTING AND INDEXING DATA
PC-File uses indexes to sort data. Indexes are normally based
on one or more fields in your database. However, they can also
include dBASE and PC-File functions, as well as calculations.
This chapter tells you how to create and use indexes.
Rearranging Data
Data in a database is always arranged in some order. It might
only be the order that it was entered, but it does have an
order. To be most useful for you, it should be arranged
according to your needs.
To print out mailing labels, for example, you might want the
labels arranged in zip code order. To print out a phone list
from the same database, however, sorting the records in
alphabetical order by last name would be more useful.
In PC-File, indexes are used to sort data. Indexes are
normally based on fields, the data within the field is used
for the sort. Thus, if you index on a zip code field, the data
is arranged in the order of the zip code numbers. You can
arrange indexes in either ascending or descending order.
Indexes can also include functions (normally dBASE functions)
and calculations. These are called Formula indexes.
You can create several indexes for a database, allowing you to
quickly rearrange the data in any order you want it. For
example, you could arrange files in zip code order to print
out a set of mailing labels, then quickly switch to
alphabetical order by last name to print a membership list. If
you're viewing your data in a Table view on the screen,
switching indexes rearranges the data as you watch.
You can also define indexes that sort on multiple fields. For
example, you can create an index that sorts first on the last
name field, then on the first name field. Thus, when you get
to the Smiths, Andy would appear first, then Bob, then
Charles.
PC-File also lets you create one index for each database that
is based on a selected group of records only. This is called a
Subgroup index. You can redefine this index whenever the need
arises.
Along with sorting data, indexes speed up the process of
searching for records. Conducting a search using an indexed
field is a faster operation than conducting the search on a
non-indexed field.
Unindexed Order
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Sometimes, you will find it advantageous to use no indexes.
You can see the data in the order in which it was entered by
using the Unindexed Order option. This option can be useful
when you have small databases because you don't need to create
additional files, and searches are still fast because there is
little data.
Indexing Operations
When you create a database, you don't need to define an index.
However, an index can be very useful because it displays your
data in a particular order. One index may be all you need.
However, it is likely that you will find a need for additional
indexes, or that you need to modify a current index. When you
do, choose Index Maintenance from the File menu. PC-File
displays a dialog box.
The command buttons are used to access each of the indexing
operations. These operations are described briefly below.
Make Index
If you find a need for an index, it is easy to create one. You
will find yourself creating indexes as the need arises. For
example, you can decide what indexes you need as you create
reports that require specific sorting options. When that
occurs, choose this option from the dialog box to define the
index.
Make Subgroup
Use this option when you want to work with a specific subset
of records from the whole database. If you wanted to print all
the records that have a specific zipcode, you would create a
subgroup of only those records. Using this index, PC-File
would only need to manipulate these records and not the whole
database. When you have a large database and only need to work
with one easily identifiable portion, this is a convenient way
to do it.
Delete Index
If you find you have created indexes you don't use, delete
them. Updating indexes when you add or modify data takes time,
so keep only those you need. Select the index to delete, then
choose this option from the dialog box.
Rename Index
If you want to change the name you gave an index, you can
rename it. Renaming does not affect the DOS file name, only
the description used to identify the index.
Rebuild Index
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If you suspect that you have a "bad" index, rebuild that
index. A "bad" index usually results from some unforeseen
trouble like a power outage while adding records. Use this
option to rebuild only one index. In some cases, PC-File
prompts you to rebuild an index when it encounters a problem
with an index. See Chapter 13, "Repairing a Database" for more
information.
Rebuild All
Use this option to rebuild all the indexes associated with a
database. See Rebuild Indexes above for more information.
Switching Indexes
PC-File lets you switch indexes at almost any time. You may
want to switch indexes prior to printing a report or while
paging through a Table view of your records.
NOTE: The current index is always listed on the status line at
the bottom of the main screen.
There are three ways to switch indexes in PC-File:
Press CTRL-I
Use this hot key to display a list of the indexes defined for
the current database. Choose the index you want from the list.
Use the menu
Choose Index Switch from the File menu, then choose the
appropriate index from the list.
Let PC-File switch the index automatically
PC-File lets you choose whether to automatically switch
indexes when performing Simple and Formula searches. This is
called autoswitching. When you conduct a search for records
with autoswitching on, PC-File automatically switches indexes
to the field you are searching on, if that field is indexed.
This will generally make the search go faster. PC-File will
also autoswitch to unindexed access if that is the most
efficient way to perform the search. If the search field is
not indexed, PC-File
maintains the current index.
If you want to prevent an automatic index switch, turn off the
Autoswitch option from the Simple or Formula search screen.
See Chapter 7, "Index Autoswitching" for more information on
the Autoswitch feature.
To switch indexes:
1.Choose File from the menu bar.
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2.Choose Index Switch from the File menu. As an alternative to
steps 1 and 2, press CTRL-I. The Switch Index dialog box
displays.
3.Choose the index you want from the list. Data is arranged
according to the new index.
In PC-Label, the hot key CTRL-I doesn't function. To switch
indexes, choose Define/modify setup from the PC-Label Main
Menu. On the setup screen, choose Define Search to display a
list of the current indexes. Choose the one you want. The list
of indexes only displays if you have more than one index
defined in the database.
Index Maintenance Operations
Indexes are very helpful in managing your data, and generally,
you will employ indexes at one time or another. You create and
maintain indexes using the Index Maintenance option on the
File menu which displays a dialog box.
When you create an index, you designate which field or fields
take precedence in sorting the data. For example, in a list of
names and addresses, you could sort the data by first names,
by last names, by addresses, cities, and so on. Obviously,
some fields make more sense for sorting than others. If you
are creating mailing labels, you probably want to sort by zip
codes. If you are creating a phone list, sorting by last name
is more logical, or, if it's a short list, perhaps by first
name.
In a database, you can determine what fields to sort by as the
need arises. If you have created a database to print mailing
labels, then decide later to use the same list to keep track
of membership renewals, you can add an index based on the
renewal date.
Choosing the Type of Index
To create a new index, choose Index Maintenance from the File
menu, then choose Make Index from the dialog box. PC-File
displays the following dialog box, prompting you to choose the
type of index you want to create.
Choose either the Simple index or Formula index option.
A Simple index lets you sort data directly on the contents of
one or more fields. You can:
Sort on up to 10 fields, each one sorting within the
previous field
Order each field in ascending or descending order
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Sort on partial fields
Simple indexes should handle most of your indexing needs.
However, there are some kinds of indexes you can't define with
the Simple index option. For those you need to create a
Formula index.
A Formula index allows for a wider range of index definitions
by letting you define an index in the form of an expression.
With an expression, you can enter dBASE and PC-File functions.
Functions allow you to:
Enter a calculation as part of an index
Define an index based on the record number
Both Simple indexes and Formula indexes are explained in depth
below.
Defining a Simple Index
A Simple index lets you sort data directly on the contents of
one or more fields. For example, you can create an index based
on a single zip code field. You can also create an index based
on both a last name field and on a first name field. You can
include up to 10 fields in an index.
Each field you add in an index is nested, in a sense, within
the previous field. Thus, in the above example, last names are
sorted first, then first names are sorted within the last
names. The Johnsons would appear before the Kelloggs, and
within the list of Johnsons, Bob would appear before Kathleen
and Kathleen before Vicki.
Whether you index on a single field or multiple fields, each
field is sorted in ascending or descending order. Ascending
order sorts spaces first, then 0 to 9, then A to Z, and from
earlier to later. Descending order runs in the opposite
direction. The default is ascending order.
For indexes with multiple fields, you select the order for
each field individually. Thus, if you define an index sorted
first on state, then on zip code, you could sort the state
field in descending order and the zip code field in ascending
order.
You can also sort on partial fields, in both single and
multiple field indexes. Thus, you could index first on a state
field, then on just the first five characters of a 10-
character zip code field.
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NOTE: You can't sort memo fields. You can sort date fields,
but you can't sort dates in character-type fields with a
Simple index. If you try to sort dates in character fields,
08/27/78 would sort after 03/27/91, as the date would be
treated as a string and 08 comes after 03.
To define a simple index:
1.Choose File from the menu bar.
2.Choose Index Maintenance from the File menu. The Index
Maintenance dialog box displays.
3.Choose Make Index. PC-File prompts you to choose the type of
index.
4.Choose Simple index. A field selection dialog box displays.
5.Determine the sorting order for the primary field. Leave the
default of Ascending, or choose the Descending option
button.
6.Choose the primary field you want to sort on. The field you
select is checked and displays in the Selected list. The
number 1 and the letter A (for ascending) or D (for
descending) displays next to the field name. If you are
indexing on just a single field, choose OK and skip the next
two steps.
7.If you are defining a multiple-field index, repeat the
previous two steps for each field you add. First determine
the order by choosing the appropriate option button, then
choose the field. The second field you choose appears in the
Selected list right below the first field with the
appropriate letter, A or D, next to it; the third field
appears below the first two with the appropriate letter next
to it, and so on. You can choose a partial field instead of
an entire field for any part of the index. To do so, enter
the field name, starting position, and number of characters
in the text box. See the section on choosing partial fields
in Chapter 1, "Navigating in PC-File," for more information
on this operation.
8.Choose OK when you finish.
9.Enter a description up to 30 characters long for the index
when prompted or leave the default suggestion. A status box
displays indicating the how the index building operation is
proceeding. This may take a long time on large databases.
Once the index is completely built, PC-File displays an
information box indicating that the new index is now
current.
10. Choose OK.
11. Choose OK to clear the information box.
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Defining a Formula Index
When you create a formula index, you enter an expression in a
text box. With index expressions, you can enter dBASE and PC-
File functions, as well as calculations.
Functions are commands that perform a specific, predefined
action. For example, the function UPPER converts all
characters to uppercase. The function TOSTR converts all non-
character field data to character strings.
Index expressions range from basic to complex. The following
illustrates a basic index expression:
UPPER(Lastname)
This expression defines a single field index for the field
Lastname. The function UPPER converts all characters to
uppercase. That forces the field to sort without concern for
case sensitivity. It also assumes that case sensitivity
remains turned off in your configuration profile.
It is unlikely you would define this index with the Formula
option, as you could create the same index more quickly with
the Simple index option. (The function UPPER is assumed in
Simple indexes as long as case sensitivity is turned off.)
A more complex index expression might look like this:
SUBSTR(Part_no,4,2) + LEFT(Code,3) + TOSTR(Date)
This expression defines an index based on three fields. Both
the Part_no and Code fields are character fields. The SUBSTR
function performs the same operation as defining a partial
field in a Simple index. The LEFT function also lets you
define a partial field, but the field always starts with the
first character in the field. In the example above, it uses
the first three characters of the Code field. The TOSTR
function converts the date into a character string. This
expression can also be accomplished with a Simple index.
PC-File lets you pattern a new index after any other index
within the current database. When you get ready to enter an
index expression, choose the Pattern button instead. PC-File
displays the list of indexes. Choose the one you want to use.
PC-File enters the index expression in the text box. You can
then edit it to fit your new index.
To create a Formula index:
1.Choose File from the menu bar.
2.Choose Index Maintenance from the File menu. The Index
Maintenance dialog box displays.
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3.Choose Make Index. PC-File prompts you to choose the type of
index.
4.Choose Formula index. A text box displays.
5.Enter an index expression in the text box. Choose the
Pattern after button if there is another index expression
after which you want to pattern the current index. Choose
the appropriate index when prompted.
6.Choose OK when you finish entering the index expression.
7.Enter a description up to 30 characters long for the index
when prompted or leave the default suggestion.
8.Choose OK. A status box displays indicating the how the
index building operation is proceeding. This may take a long
time on large databases. Once the index is completely built,
PC-File displays an information box indicating that the new
index is now current.
9.Choose OK to clear the information box.
NOTE: As with Simple indexes, you can't use memo fields in
Formula indexes.
Guidelines for Formula Indexes
There are a few guidelines you should keep in mind when
creating Formula indexes:
Use complete field names in index expressions.
Expressions are limited to 100 characters.
The data that results from the expression is also limited to
100 characters. Thus, you could not sort on two 60-character
fields together. Use partial fields for one or both of them.
If you are mixing field types within an expression, convert
all the fields to character strings, using the TOSTR or STR
functions.
Ensure that you use the same number of left and right
parentheses in an expression.
When you use the CALC function, enclose the calculation
within quotation marks as well as within parentheses. For
example: CALC("Amount + 3")
Expressions are evaluated left to right and inside of
parentheses first. For example, in the expression CALC("5 *
(2 + 3)"), the addition of 2 + 3 takes place first, then the
result is multiplied by 5. The result is 25. If the
expression read CALC("(5 * 2) + 3"), 5 is multiplied by 2
and the result is added to 3. The result is 13.
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Formula Functions
You can find a complete list of dBASE functions in a dBASE
manual. The ones most often employed in indexing in PC-File
are explained below. This list also contains four functions
specific to PC-File.
UPPER(field)
Converts all characters to uppercase before performing the
action. This makes the expression case insensitive. Use this
expression only when you have case sensitivity for sorting
turned OFF in your configuration profile.
SUBSTR(field,starting position,length)
Use this function to define a partial field for sorting.
LEFT(field,length)
This function also creates a partial field, in this case
starting with the first character and running to the right the
prescribed length.
RIGHT(field,length)
The opposite of the previous function. Creates a partial field
starting with the last character and running to the left the
prescribed number of characters.
TOSTR(field)
Converts the data in a numeric, date, or logical field to a
character string so that it can be indexed. Indexes in
ascending order. This function is specific to PC-File.
STR(field,length,decimal)
Converts numeric values to a character string for indexing.
Specify the length and the number of places to the right of
the decimal. Because you can specify the length with this
function, it produces a much shorter result than the TOSTR
function, and thus is recommended when converting numeric
values.
DESCEND(field)
This function operates like the TOSTR function, in that it
converts the data in a numeric, date, or logical field to a
character string. However, it indexes in descending order.
VAL(field)
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The opposite of TOSTR in that it converts a character string
to a numeric value. Use it for indexing numeric data in
character-type fields when the data is of different lengths.
RECNO( )
Each record is assigned a record number within the data file
based on the order it was entered. This function sorts the
records in that order.
IIF(condition, field1,field2)
If condition is true, uses the data in field 1 as the index
data. If condition is false, uses the data in field 2 instead.
This function is most often used to sort data based on the
second expression when the first expression comes up with a
blank.
SOUNDEX(field)
Use this function to sort data that sounds alike. Thus, if
used with a last name field, this function would sort names
that are similar in sound together. For example, Smith and
Smythe would sort together. This function is specific to PC-
File.
ROMAN(field)
Converts roman numerals to numbers before sorting. Like the
previous function, this function is specific to PC-File.
CALC("calculation")
Use this PC-File function for any calculation you want to use
in an index. Use both quotation marks and parentheses around
the calculation itself.
Examples of Formula Indexes
The following examples illustrate some Formula indexes.
Several basic examples are illustrated first to show how to
put an expression together.
Multi-level Sorting
You can define a multi-level index in either the Simple index
option or the Formula index option. A Formula multi-level
index expression looks like this:
UPPER(Lastname + Firstname)
The function UPPER converts all characters to uppercase,
essentially causing the index to sort without sensitivity to
case. The first field in the expression, Lastname, is the
primary sort field. Thus, records are sorted first on the last
name and then on the first name.
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This expression is equivalent to a Simple index in which you
selected the Lastname field as the first field and the
Firstname field as the second field.
You can also enter the expression in this way:
UPPER(Lastname) + UPPER(Firstname)
Since there is a limit of 100 characters for expressions, it
is recommended that you use the first method above, which is
shorter. If you are sorting on character fields, you may
string as many of these expressions together as will fit in
the 100-character window. For example, you could define this
index:
UPPER(Company+Dept_No+Manager+Employee+Acct_no)
As with Simple indexes, you can sort to 10 levels in a Formula
index.
Indexing Multiple Non-Character Fields
If you define a multiple field index, some or all of which are
non- character fields, you must convert all the fields to
character strings. The only exception to this rule is an index
with all numeric fields in which you want to add the data
together before indexing.
Thus, if you index on a character field and a date field,
convert the date field to a character string. The same rule
applies if you combine a date field and a numeric field, or
any other combination of field types.
NOTE: You can't index on memo fields, no matter what you try
to do to them.
Use the function TOSTR to convert date and logical fields to
character strings and the function STR to convert numeric
fields to a character string. Several examples illustrate the
use of these functions.
If you indexed on the company name and the company number,
your index expression might look like this:
UPPER(Company) + STR(Comp_no,8,0)
The STR function converts the numeric field Comp_no to a
character string.
The following index, used in the Donation database,
illustrates the conversion of a date field to a character
string:
UPPER(Member_no) + TOSTR(Date)
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In the case of date fields only, PC-File reorders the data
internally so that it reads the date as year, month, and day.
That way the date is sorted properly.
If you index on two date fields, convert both of them to
character strings:
TOSTR(Duedate) + TOSTR(Duedate2)
In most cases, you also want to convert the numeric fields in
an index containing multiple fields to character strings. If
you leave the data as numeric values, PC-File adds the data in
each record before indexing it. That would result in a
different index order than you would get if you converted the
data to character strings.
Indexing Character Fields Containing Numeric Data
If you have a character field that contains numeric data, you
may want to convert the character data to numeric values for
sorting. This is necessary because character fields locate
data flush left, which can cause problems if the values are of
different length. The following example illustrates how a
character field containing numeric values might sort: 1, 10,
100, 2, 26.
Changing these character strings to numeric values forces them
to sort in the proper numeric order, as follows: 1, 2, 10, 26,
100.
Use the function VAL to convert character strings to numeric
values. An index might look like this:
VAL(MemberID)
If the numeric data in a character field is all the same
length, the conversion to numeric values is unnecessary.
Sorting by Record Number
When you add data to a database, PC-File derives an internal
record number for each record. The first record is assigned
number 1, the second record number 2, and so on. Within limits
(see note below), you can sort your data in the order it was
entered by sorting on the derived record number.
Use the function RECNO to sort by record number. To sort on
the record number alone, enter the expression RECNO( ) in the
text box. Be sure to use the parentheses, but with nothing
between them. If you combine the record number with other
fields in an index, convert the record number to a character
string, like this:
UPPER(Lastname + STR(RECNO(),6,0)
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NOTE: If you delete records, records added later replace the
deleted records. The record numbers of the deleted records are
assigned to the new records-in this case, RECNO will not give
you an accurate representation of the order the data was
entered.
Increasing Speed on Large Databases with Duplicate Entries
Adding, modifying, and searching for records in large
databases with a large number of duplicate entries can slow
PC-File down. This is because indexes are most efficient when
PC-File is searching for unique entries. For example, suppose
you have a large database indexed on Last_name and you have a
1000 entries under the name Smith. If you search for the most
recently added Smith record, PC- File has to search through
the 999 previous entries before it can locate the record you
want. You can make PC-File operate faster by defining a
Formula index that adds the record number at the end of the
Last_name index entry, like this:
UPPER(Last_name + STR(RECNO(),6,0))
You should consider using this type of index if more than 10
records have the same duplicated index information. It is
especially helpful if you have a large number of records where
the indexed field is blank.
Using a Calculation to Sort
You can sort on a calculation. Normally, the calculation used
in indexes involve arithmetic operations involving two or more
numeric fields. For example, you can subtract the data in one
field from another, and index on the balance. Or you can add
the values in two or more fields together.
You can use the PC-File function CALC to perform calculations,
or you can perform them without a function. Use the CALC
function if you want to abbreviate field names, as in the
example below, and when performing date calculations. The CALC
function is the only indexing function that allows you to
abbreviate field names.
For example, an index in the sample database called Attend
looks like this:
CALC("Pr + Y + A + Sn + Pa + C + Sp + Sc + O")
This calculation adds the attendance figures for each category
together and then sorts on the total. The field names are
shortened to conserve space, but remain unique within the
database.
Creating a Subgroup Index
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You can create one index within a database that sorts a
selected group of records. This can be a time-saver when
working with a large database.
For example, you might want to send out a mailing to just
those people who have been members for more than 40 years. If
this group amounts to about 300 out of 20,000 members, you
could create a separate zipcode index for just those 300
members. Then, when you get ready to print mailing labels, PC-
File doesn't have to search through your entire database to
find and print labels for 300 records. For a large database,
this can save a lot of time, even if you only print the labels
once.
You can have only one Subgroup index within any given database
and it will always be named Subgroup Index. If you try to
create another Subgroup index, PC-File will prompt you to
delete your existing subgroup index before proceeding to
create one.
Subgroup indexes are designed to be used on a temporary basis.
Create a new Subgroup index every time you find a need for
using just a small part of a large database. You can use
Subgroup indexes for reports, letters, labels, redefining
databases, and graphs.
A Subgroup index can be a Simple or Formula index. It is
created much the same way as you have defined one of your
other indexes.
To create a Subgroup index:
1.Choose File from the menu bar.
2.Choose Index Maintenance from the File menu. The Index
Maintenance dialog box displays.
3.Choose Make Subgroup. If you already have a Subgroup Index,
you will be prompted to delete it before moving onto the
next step in the procedure. A dialog box displays prompting
you to choose the type of index to define. You can select
either type of index to create. Subgroup indexes can be
either simple or formula indexes. See above, "Defining a
Simple Index" or "Defining a Formula Index" for more
information.
4.Choose the kind of index you want to make and define the
index as you would any other index. PC-File prompts you to
choose the type of search.
5.Choose Simple or Formula search. See Chapter 7, "Finding and
Modifying Data," for more information on searches.
6.Define the search criteria. PC-File performs the search and
defines the index.
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When you get ready to perform the operation that requires the
Subgroup index, press CTRL-I to switch indexes. Choose the
index labeled Subgroup Index from the list. This index remains
current until you switch indexes again.
Once a Subgroup index is defined, it remains available until
you overwrite the file with a new Subgroup index for that
database. However, all updated records within the database are
added to this index, even if they wouldn't have been included
initially. For example, if you defined the subgroup to include
records where State = CA, all records added or modified in the
database since you created the Subgroup index are added to it,
no matter what the State. Thus, you need to recreate this
index if
you update the database.
Renaming an Index
You may find it necessary to rename an index. PC-File allows
you to do this easily.
To rename an index:
1.Choose File from the menu bar.
2.Choose Index Maintenance from the File menu. The Index
Maintenance dialog box displays including a list of the
available indexes.
3.Select the index you want to rename from the Indexes list.
4.Choose Rename Index. The Rename Index dialog box will
display.
5.Type in a new name up to 30 characters long.
6.Choose OK.
Modifying an Index Expression
If you find that an index doesn't quite work the way you
hoped, you can modify the index expression using the Formula
option and try it again. To modify an expression, start by
making a new index, then display a pattern of the one you want
to edit. Make changes to expression, then build the new index.
Then delete the original "problem" index as described in the
"Deleting an Index" section later in this chapter.
To modify an index expression:
1.Choose File from the menu bar.
2.Choose Index Maintenance from the File menu.
3.Choose Make Index.
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4.Choose Formula.
5.Choose the Pattern after button.
6.Choose the index you want to use as a pattern.
7.Modify the expression.
8.Choose OK.
9.Enter a name for the index up to 30 characters long or
accept the default.
10. Choose OK. PC-File builds the index.
11. Delete the old index as described in the "Deleting an
Index" section later in this chapter.
Rebuilding Indexes
Sometimes indexes need to be rebuilt. Rebuilding an index
recreates the index, though with the same definition, the same
name, and the same file name. If you want to make changes to
the index, you have to make a new index instead.
PC-File allows you to rebuild just one index or all your
indexes at once. The Index Maintenance dialog box provides
both options. There are two ways to rebuild indexes:
Choose "Rebuild Index" or "Rebuild All" from the Index
Maintenance dialog box
Choose "Rebuild the index" when PC-File prompts you to
rebuild an index
If you suspect a problem with an index, rebuilding the indexes
in the database may solve the problem. For example, if your
searches aren't working properly, try rebuilding the indexes.
You may find that takes care of the problem.
To rebuild one index:
1.Choose File from the menu bar.
2.Choose Index Maintenance from the File menu. The Index
Maintenance dialog box displays including a list of the
available indexes.
3.Select the index to rebuild from the Indexes list.
4.Choose Rebuild Index. PC-File rebuilds that index.
To rebuild all indexes:
1.Choose File from the menu bar.
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2.Choose Index Maintenance from the File menu. The Index
Maintenance dialog box displays.
3.Choose Rebuild All.
4.Choose OK.
PC-File rebuilds all the indexes in the current database.
NOTE: When you choose to rebuild all the indexes in the
database, PC- File deletes the Subgroup index if there is one.
You can't rebuild a Subgroup index; you have to remake it.
Rebuilding "Bad" Indexes
If PC-File detects a "bad" index, it displays a dialog box
that lets you decide how you want to handle it.
"Bad" indexes can result in a variety of circumstances. If a
power outage occurred when adding records, your indexes may be
corrupted. If this were to happen, you would rebuild all the
indexes for the database that were in use at the time of the
power interruption. See Chapter 13, "Repairing a Database" for
more information.
You can choose to Rebuild the index, delete the index, or
ignore the warning.
Ignoring the warning is the same as choosing Cancel.
To rebuild an index when prompted:
1.Choose Rebuild the Index when the Bad Index dialog box
displays. PC-File rebuilds the index.
Bad indexes can also result from a corrupted data or index
file or from a damaged disk. You can try copying your files to
another directory to see if that remedies the problem. You can
also run the DOS CHKDSK /F command to check for damaged files.
See your DOS manual for information on using this command. See
Chapter 11, "Repairing a Database" for more details on how to
address a corrupted database.
WARNING: Exit from ALL programs and applications before
running the CHKDSK /F command. Do not use the Drop to DOS
option to run this command. If you are running Windows, exit
from Windows and return to the DOS prompt before running the
command. Otherwise, damage to the File Allocation Table on
your hard disk can result.
Deleting an Index
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Too many indexed fields in a database slow down operations and
take up space. Each time you add, modify, or delete data in a
database, PC-File updates each index. This takes time. If you
have indexes that you don't use for sorting or searching, get
rid of them. You can always redefine them if you find a need
for them in the future.
When you delete an index, PC-File deletes the file for that
index and removes any reference to the index in the header
file.
To delete an index:
1.Choose File from the menu bar.
2.Choose Index Maintenance from the File menu. The Index
Maintenance dialog box displays including a list of the
available indexes.
3.Select the index you want to delete from the Indexes list.
4.Choose Delete Index. The index is deleted from the database.
NOTE: If you delete an index file with the DOS DELETE command,
the reference to the index in the header file doesn't get
deleted. As a result, PC-File warns you that the index may be
damaged the next time you open the database.
PC-File Index Files
In previous versions of PC-File (PC-File:dB, PC-File 5.x, and
PC-File 6.x), index files were saved to whatever name the user
specified using .NDX extensions. This could sometimes cause
problems because index files from different database could be
accidentally overwritten.
In this version of PC-File, all indexes for a database are
saved to the same name as the database with an .NDn extention,
where "n" is a digit 0-9. For example, if a database named
CONTACTS has three indexes defined for it the indexes would be
named: CONTACTS.ND0, CONTACTS.ND1, and CONTACTS.ND3.
This naming convention applies to all indexes regardless of
how they were defined.
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CHAPTER 9 CREATING REPORTS
Reports are one of the most important features of a database
program. Reports let you rearrange your data for viewing or
printing in a wide variety of formats. You can create mailing
labels, phone lists, invoices, checks, inventories, and
quarterly sales reports. This chapter tells you how to create
a new report. See Chapter 11, "Printing Reports and Letters,"
for information on printing a report.
Introduction
Use PC-File to create the report that fits your needs using a
format that fits your experience.
Fit your needs by creating any of a wide variety of report
types, including mailing labels and phone lists, invoices,
checks, inventory reports, and quarterly sales reports.
Fit your experience by selecting the report-generating format
that's right for you. PC-File provides five formats for your
use, ranging from an easy single record per page format to a
very flexible but also complex command statement format.
When you create a report, you essentially create a report
structure. The structure is saved to a separate file. The file
carries the report name and the extension .REP.
Choosing a Report Format
PC-File provides five format options for defining a report:
Page, Row, Mail label, Free form, and Language. If you are
inexperienced in creating reports, consider using one of the
first three options, as PC- File leads you through the
operation each step of the way.
More experienced users should select the format that serves
their current needs. The simpler formats are generally faster,
but not as flexible as the Free form and Language formats.
However, you can define a report using any format, then go
back and edit it with either the Free form or Language
formats. Thus, you could lay out a report quickly with the Row
format, for example, then edit the report to add whatever
changes and features you want.
The five report formats are explained briefly below. Choose
the format that will help you produce the report you want.
PAGE
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Prints one record per page-similar to the format of a data
entry screen designed with the Record view designer. All the
fields in the database are used, and all or some records are
printed. This is the quickest and easiest format.
ROW
Prints the data in columns, with the field names listed across
the top of the screen. You can select and order the fields you
want displayed. Automatically totals and subtotals numeric
fields. Also lets you enter a title for the report.
MAIL LABEL
Defines simple mailing labels in a single column format. This
format is also useful for defining snapshot labels. For multi-
column mailing labels, use the mailing label program (PC-
Label) described in Chapter 14.
FREE FORM
Lets you "paint" the report on the screen. You place titles,
headings, and fields where you want them. This is the most
visual format for creating a report, as you can see what your
report will look like as you create it. Use this format when
you want more flexibility of design than found in the first
three formats.
Along with giving you a lot more flexibility in the design of
the report, the Free form format lets you subtotal and total
numeric fields, add system fields, perform calculations, and
add miscellaneous text and lines. You can also use Free form
to edit a report, although complex reports are better edited
using the Language format.
LANGUAGE
Gives you complete flexibility and control over your report.
In addition to the operations permitted with the Free form
format, the Language format allows you to use IF commands,
perform calculations on subtotals and totals, use buckets to
accumulate totals and hold string text, and use the
conditional page command.
The Language format lets you edit any report, no matter what
format you produced it in. However, the Language format does
require some knowledge of programming concepts.
Using the Page Format
The Page format provides the quickest and easiest method for
creating a report. Each record is printed on a separate page,
with the fields arranged just as they appear in one of your
Record views.
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All fields defined in the Record view you choose are used in
the report. Reports stretch to as many pages as necessary for
each record to accommodate all the fields.
To create a report using Page format:
1.Choose Print from the menu bar.
2.Choose Reports from the Print menu.
3.Choose New from the dialog box listing the operations.
4.Choose Page from the dialog box listing the formats.
5.A dialog displays to choose which Record view to pattern
your page report on.
6.Choose the view you want from the list.
7. Choose OK. PC-File creates the report while you wait.
8.When prompted to save the report, choose Yes or No. Choose
Yes if you want to save the report for future viewing or
printing. Choose No if you want to print or view the report
only once, and don't want to save it. PC-File displays the
Print options dialog box. See Chapter 11 for information on
printing reports.
9.If you chose Yes in the previous step, enter a report
description of up to 50 characters. Choose OK when you
finish. The description is optional, but can be useful in
reminding you of the contents of the report at some later
date.
10. Enter a report name of up to eight characters. Choose OK.
The Print options dialog box displays. See Chapter 11 for
information on printing reports.
Using the Row Format
A report defined in the Row format lines up the data in
columns across the page. This format lets you choose the
fields to be printed and select their order of appearance. You
can also enter a title for the report, either when creating
the report or prior to printing.
Limiting the number of fields allows you to create specialized
reports within a database. For example, five of 12 fields were
selected to create the report shown above. In the same
database you could run out a phone list by selecting the name
and phone number fields.
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PC-File prints the fields side by side with one space between
each field. If the report is printed to the screen and is
wider than 79 characters, only the first 79 characters of each
row are displayed. When sending the report to the printer, the
width should not exceed what the printer can print on one
line. Consider using condensed type if it does run over
somewhat.
All numeric fields used in a Row-formatted report generate
subtotals and totals, which are printed in the appropriate
places in the report.
NOTE: To print Subtotals, you must also choose the Subtotals
option in the Print options dialog box. See Chapter 11 for
information about this operation.
Only the display length of character and memo fields prints
when you use the Row format. To print the entire field, you
must edit the field using the Free form or Language format.
See the section on using these formats later in this chapter
for more information.
To create a report using Row format:
1.Choose Print from the menu bar.
2.Choose Reports from the Print menu.
3.Choose New from the dialog box listing the operations.
4.Choose Row from the dialog box listing the formats. PC-File
displays a check-off dialog box, listing the fields in your
database.
5.Choose the fields you want to appear on the report, in the
order that you want them to appear.
6.Choose OK when you are finished choosing all the fields to
include in your row report.
7.The Title dialog box displays.
8.Enter a permanent title for the teport. If you leave this
box blank, PC-File prompts you for a temporary title each
time you print the report. A permanent title can be up to 65
characters in length, while temporary titles can only be 35
characters in length.
9.When prompted to save the report, choose Yes or No. Choose
Yes if you want to save the report for future viewing or
printing. Choose No if you want to print or view the report
only once, and don't want to save it. PC-File displays the
Print options dialog box. See Chapter 11 for information on
printing reports.
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10. If you chose Yes in the previous step, enter a report
description of up to 50 characters. Choose OK when you
finish. The description is optional, but can be useful in
reminding you of the contents of the report at some later
date.
11. Enter a report name of up to eight characters. Choose OK.
The Print options dialog box displays. See Chapter 11 for
information on printing reports.
Using the Mail Label Format
Use the Mail label format to define simple mailing labels to
be printed in single column format. The mail label option is
also used to create a format for snapshot labels. See Chapter
15, "Tools" for information on snapshot labels.
For more complex labels, such as labels in a side by side
format, use the PC-Label utility, described in Chapter 14.
When you create labels using this format, first determine the
number of print lines per label. The print lines are the total
number of lines from the top of one mailing label to the top
of the next label. The print lines include both the lines on
which the name and address are printed and the blank lines
above or below the name and address. The common one-inch label
has six lines, but your label stock may have a different
number of lines. Font size can also determine the number of
lines on your
label.
To create a report using Mail label format:
1.Choose Print from the menu bar.
2.Choose Reports from the Print menu.
3.Choose New from the dialog box listing the operations.
4.Choose Mail label from the dialog box listing the formats.
5.Enter the number of print lines for each label. The default
is 6.
6.Choose OK.
7.The dialog box to select the fields to print on the first
line of the label displays.
8.Select the fields that you want to print on the line in the
order you want them printed across the line. For example, to
print a first name field followed by a last name field:
Select the field containing the first name first, then
select the field containing the last name. Each field is
numbered as you select it and it displays in the Selected
list.
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9.Choose OK when you are finished selecting all the fields for
that line. If you want to leave the line blank, choose OK
without selecting any fields.
10. Repeat steps 8 and 9 for each of the following lines. The
numbering starts over for each line. Choose OK after
selecting the fields for each line.
11. When prompted to save the report, choose Yes or No.
Choose Yes if you want to save the labels for future viewing
or printing. Choose No if you want to print or view the
report only once, and don't want to save it. PC-File
displays the Print options dialog box. See Chapter 11 for
information on printing reports.
12. If you chose Yes in the previous step, enter a report
description of up to 50 characters. Choose OK when you
finish. The description is optional, but can be useful in
reminding you of the contents of the report at some later
date.
13. Enter a report name of up to eight characters. Choose OK.
The Print options dialog box displays. See Chapter 11 for
information on printing reports.
Lines that have no data to print from a given record are
removed automatically by PC-File. Thus, you can format the
label for three line addresses, knowing that records with only
two lines worth of data will print neatly.
This format prints one space between fields which appear on
the same line. If you want punctuation between fields, you can
either include it in the field when you enter data or edit the
report using the Free form or Language format.
Using the Free Form Format
The Free form format lets you create a report by painting it
directly on the screen. Giving you much more flexibility than
the Row, Page, and Label formats, the Free form format lets
you enter title lines and headings, locate fields where you
want, draw lines, and sum the data into subtotals and totals.
While providing flexibility, Free form also makes creating a
report relatively easy. You use a special edit window divided
into six sections to create your report. This allows you to
build the report piece-by-piece. You can format fields
directly from the keyboard, or you can have PC-File enter
fields for you. Report fields can pull data from database
fields, system fields (like the computer's clock),
calculations, and field totals.
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You can also edit any existing report, no matter what format
you used to create it. Thus, you can define a quick report
with the Page format, then display the report in Free form and
play around with it until you get exactly what you want.
Procedures for Creating a Free Form Report
This section briefly outlines the procedures for creating a
new report using the Free form format. Each of the various
features that go into making up a Free form report, such as
text and fields, are covered in more depth later in this
section.
To create a Free form report:
1.Choose Print from the menu bar.
2.Choose Reports from the Print menu.
3.Choose New from the dialog box listing the operations.
4.Choose Free form from the dialog box listing the formats.
The Free form edit window displays.
5.Paint the report on the screen. Enter text, fields, and any
lines or boxes within the appropriate sections. Choose OK
when you finish.
6.Choose Yes or No when prompted to save the report. Choose
Yes if you want to save the report for future viewing or
printing. Choose No if you want to print or view the report
only once, and don't want to save it. PC-File displays the
Print options dialog box. See Chapter 11 for information on
printing reports.
7.If you chose Yes in the previous step, enter a report
description of up to 50 characters. Choose OK when you
finish. The description is optional, but can be useful in
reminding you of the contents of the report at some later
date.
8.Enter a report name of up to eight characters. Choose OK.
The Print options dialog box displays. See Chapter 11 for
information on printing reports.
Procedures for Modifying a Report Using Free Form
You can display any existing report in the Free form edit
window. You can then make changes to it and add any features
available in Free form. Thus, you might find it useful to
create a report quickly with another format, such as Row, then
add to the report structure as needed by modifying it in the
Free form window.
To modify a report in the Free form window:
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1.Choose Print from the menu bar.
2.Choose Reports from the Print menu.
3.Choose Modify from the dialog box listing the operations.
4.Choose Free form from the dialog box listing the edit
formats. PC-File displays the Free form edit window.
5.Choose File from edit window menu bar.
6.Choose Open from the File menu.
7.Choose the report you want to modify from the file selection
dialog box. The report displays in the edit window, broken
down appropriately between the different sections.
8.Make your changes to the report.
9.Choose Save from the File menu when you finish. If you want
to save the modified report under a new name, choose Save As
instead. The original report remains unchanged in that case.
10. Enter a new description or leave the default. The Print
options dialog box displays. See Chapter 11 for information
on printing reports.
Free Form Guidelines
Though the Free form edit window is divided into sections, it
is the same edit window found elsewhere in PC-File.
Follow these guidelines in using the edit window and creating
a Free form report:
Sections
The edit window is divided into the six report sections. Each
section will scroll up to 120 characters wide. There is no way
to set a right margin to wrap lines-you must indicate the end
of a line manually by pressing ENTER when you want to break to
a new line. Enter only the information in each section that
you intend. If you don't want to use a section, leave it
blank. The end marker (<<) should appear in the first line of
those sections you leave blank.
You don't have to define the report in the order suggested by
the sections. If fact, it may be easier to enter fields in the
Detail section of the report before doing anything else. That
can help you line up headings in the Heading section, and
subtotals and totals in their respective sections.
Formatting Commands
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Use formatting commands to force a new page, compress out
blank lines, or enter printer codes. The formatting commands
are described in detail beginning on page 202. You can use any
of the formatting commands that begin with a period, like .FF
or .GROUP. Enter these commands on a separate line.
Blank lines
All blank lines are saved and printed as blank lines. Enter
only those blank lines that you want.
Lines
You can use the hyphen or underscore characters to create
lines on a report, or you can use ASCII characters to make
lines and boxes. See the section on creating lines and boxes
in Chapter 1, "Navigating in PC-File," for more information.
Use lines in any section of a report format.
Text
Anything typed in the edit window other than form feeds or
fields (indicated by field markers) is text. Text is printed
on the report just as it is entered on the screen. Uppercase
and lowercase letters are read as entered.
The Free Form Window
The Free form edit window is divided into six sections,
representing the six parts of a Free form report.
Navigating in Free Form
This section explains how to move between and within the six
sections of the Free form edit window, how to expand each
section for easier use, and how to determine the current
location of the cursor.
To move between sections:
1.Click on the appropriate section with the mouse. With the
keyboard, use TAB and SHIFT-TAB to move between the
sections. The active section of the window is shaded darker
than the rest of the window.
You can "paint" a report within each section in either of two
views:
A contracted view
An expanded view
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The contracted view is the view you see of each section when
you first open the Free form edit window. You can enter text
and fields in this view, but you can only see two or three
lines of the section at a time. As you move from one line to
another within a section, a new line scrolls into view.
Expanding each section individually makes it easier to define
and format that section, as well as to visualize what you are
doing. However, the menus are unavailable when a section is
expanded.
To expand a section to a window:
1.Place the cursor in the section you want to expand.
2.Press CTRL-E. The section expands to a window.
Paint your report in this format, then choose OK to return the
section window to its original contracted size.
If necessary, you can determine the current location of the
cursor in the edit window, in either the contracted or
expanded section windows. This can be handy for lining up
fields with their respective column headings.
To display the cursor location:
1.Press CTRL-W. A dialog box displays, indicating the current
row and column location of the cursor.
2.Choose OK to return to the edit window.
Report Sections
A Free form report consists of up to six sections. These
sections- Cover, Heading, Detail, Subtotal, Total, and
Footing-each control a specific part of the report. Only those
sections you define in your report are used when the report is
printed.
Cover
This section is used to print text once at the beginning of a
report. You can define a separate title page or print a title
at the top of the first page of the report. Use a form feed
(.FF) after the title to locate it on a separate title page.
Heading
The text in the Heading section is printed at the top of each
page. Use this section to print titles, page numbers, column
headings, and lines under the headings.
Detail
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This is the most important section, as it is here that the
records from the database are printed. Everything in the
Detail section is printed once for each record selected.
Without a Detail section, data from individual records won't
be printed.
Subtotal
The Subtotal section is only printed when a subtotal break is
requested. The Subtotal section can be used to print text,
subtotals of numeric fields, and blank lines.
Total
The Total section is printed at the end of a report after all
of the records have been printed. Items that usually appear in
the Total section include totals for numeric fields, the
number of records printed, and any criteria used for selecting
records.
Footing
This section is printed at the end of each page, and
determines the bottom margin on each page. Information in the
Footing section can include page numbers, blank lines, and
text. The Footing section is required in any report that
includes any section other than a Detail section, and with any
report that needs a bottom margin on each page. The Footing
section should contain at least one printed line (which can be
blank).
The Free Form Menus
The menu bar at the top of the Free form window contains three
options. Two of the options-File and Data-display pull-down
menus when selected. The Help option displays a Help window.
Using the File Menu
Use the File menu to open and save reports.
Option Purpose
New Start a new report
Open Display an existing report
Save As Save the current report to a new name or
directory
OK Quit the Free form edit window; PC-File prompts you
to save
Cancel Quit the Free form edit window
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When you first display the Free form edit window for the
purpose of creating a report, you don't need to choose New
from the File menu. This option is designed to clear an
existing report from the screen and provide you with an empty
edit window for starting a new report.
Using the Data Menu
You can enter fields in your report from the keyboard or have
PC-File enter them for you. Use the options on the Data menu
to have PC-File enter the fields.
Option Purpose
Field (trimmed) Displays a field selection dialog box.
Choose a field from the dialog box. Enters data with the
spaces removed.
Field (padded) Displays a field selection dialog box.
Choose a field from the dialog box. Enters data without the
spaces removed.
Field (bar code) Displays a field selection dialog box,
followed by bar code type and bar code height dialog boxes.
Enters data formatted to print as bar code. See "Printing Bar
Codes" later in this chapter for details.
System field Displays a list of system field options.
Choose an option to enter system-generated data.
Calculation Displays a text box for entering a
calculation. Data is generated by the calculation.
Lookup (relational) Displays relational lookup definition
dialog boxes. See "Defining Relational Lookups" for details.
Entering Text
Use text in a Free form report for titles, field headings and
labels, lines and boxes, and miscellaneous descriptions or
information. To enter text, place the cursor where you want
the text to begin and type the text from the keyboard. PC-File
prints uppercase and lowercase letters just as they are
entered.
Be sure you enter text in the correct section of the report.
If you want the title of the report to print at the beginning
only, for example, enter it in the Cover section. If you want
it printed on every page, place it in the Heading section.
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Most if not all fields should have labels, headings, or a
description associated with them on the report. In rare cases,
data can stand alone without some kind of descriptive label
next to it or above it. For example, the current date
displayed at the top of a report normally doesn't need to be
identified.
If you build the report to display columns of data, use field
headings above the data. Headings generally should be entered
in the Heading section of a report. They are then printed on
each page of the report, making it clear for readers to
understand what the data is without having to refer back to
the first page. The following report illustrates the use of
field headings.
Field headings are often enhanced by entering a single or
double line beneath them. You can use the hyphen or equal sign
for this purpose, though on most printers these produce broken
lines. Use line characters from the ASCII table to create a
solid line. See the section on creating lines and boxes in
Chapter 1, "Navigating in PC-File," for more information on
these characters.
Locating Fields
Fields are defined in a Free form report to pull data from one
of four places:
Database fields
A calculation
The system (such as the computer's clock)
A summation of other fields
You can locate fields in any of the six sections of a report,
but there are limitations on the type of field you can locate
in certain sections. These limitations are outlined below:
Section: Valid Fields
Cover: System fields
Heading, Detail, and Footing: System fields, database
fields, and calculated fields
Subtotal and Total: System fields and summations of other
fields
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Fields are represented in the Free form edit window with the
use of two marker characters: the "at" sign (@) or the "pound"
sign (#). These markers appear on the Free Form edit window
only. They don't show up when you print a report. These
characters are automatically placed on the screen when
choosing options from the Data menu. If you type field marker
characters directly from the keyboard, which character you use
determines whether the data you have formatted for this
location prints as a padded field or a trimmed field.
The at (@) sign is used to print your data as a padded field.
A padded field includes extra spaces to "pad" the printed data
to the number of marker characters on the Free form edit
window. For example, if there are 10 at signs on the report
structure screen, but the data printing for a given record at
that location is only 5 characters long, PC-File will "print"
5 extra spaces at the end of the data. Padded fields are
generally used to line up data in columns when printing more
than one field per line.
The pound sign (#) is used to print your data as a trimmed
field. A trimmed field removes any leading or trailing spaces
in the data, but not internal spaces. This format is commonly
used when combining first and last name fields, and city,
state, and zipcode fields when printing addresses.
You can use either marker character with data from any field
type, system field, subtotal, total, or calculation. You
cannot mix the two characters within one string of marker
characters for one field.
For most fields, you can use either of two methods for
entering the field markers:
Choose options from the Data menu
Type the characters directly from the keyboard
If you use the options on the Data menu, PC-File prompts you
to define the data source as you place each item. This method
is recommended, as most users find it less confusing. If you
enter a field from the keyboard, PC-File prompts you to define
the data source after you finish painting the entire report.
Both methods are described below.
Guidelines for Locating Fields
Follow these guidelines when locating and defining your fields
in a report:
Spacing
There must be at least one space between each field, and at
least one space between a field and any text.
Field length
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The number of field markers you enter to designate a field on
the screen determines the number of characters that can appear
in the report. For example, @@@@@ or ##### prints a maximum of
five characters. If you create a field in the report that is
shorter than the field in the database, PC-File truncates data
that is longer than the report field. The same is true for
system fields, summations, and calculations, so be sure to
make your fields long enough to hold the data you expect to
fill them with. This is generally not an issue when using the
Data menu to place report items, because the Data menu options
will automatically place the same number of field markers as
the field's display length.
Wrapping fields
The maximum number of field markers you can use in one field
is 65. PC-File ignores all field markers after the 65th in a
group. For memo fields or character fields longer than 65
characters, you can choose to print only the first 65
characters of the field, or you can use one of two methods to
wrap the data to two or more lines.
One method is to enter a single set of field markers on your
Free form report, then edit the report using the Language
format. Change the print mask for the field from @'s to a
"word wrap mask," which allows the data to wrap to its full
length. When using this method you only have one wrapping
field per line and no field can print to the right of that
field. See the section, "Character Masks" later in this
chapter for more information.
The other method is to enter as many sets of @'s as necessary
to print all the data. Then define each set of field markers
as successive partial fields. For example, for a 100-character
field called Description, you might define two 50-character
partial fields, like this:
Description,1,50 Description,51,50
The first 50 characters of data print in the first group of at
signs and the second 50 characters print in the second group.
Entering Fields from the Data Menu
You can enter any kind of field from the Data menu other than
a summation field. Summation fields must be entered from the
keyboard, in either the Subtotal or Total sections of the
report.
Entering fields from the Data menu is a two step operation:
Choose an option from the menu.
Define the data source.
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Which option you select determines how you define the data
source. For padded and trimmed fields, you choose the field
from the field selection dialog box. For calculations, enter
the expression in the text box. For system fields, choose one
of 10 system field options from a dialog box.
Once you define the data source, PC-File determines the
correct field marker and the field length. For calculations,
you are prompted for a field length.
To enter fields from the Data menu:
1.Place the cursor where you want the field to start.
2.Choose Data from the menu bar.
3.Choose the appropriate option from the Data menu. The dialog
box that displays depends on your choice of option.
4.Define the data source by choosing an option from the dialog
box or entering a calculation. PC-File enters the field
markers in the report.
You can lengthen or shorten a field entered from the menu if
necessary. For example, if you have defined a field with a
field length of 15 characters, but know that none of the data
in that field is more than 12 characters in length, you can
shorten the field when you locate it on your report
accordingly.
Entering Fields from the Keyboard
You can enter a field yourself by typing it into the
appropriate section in the edit window. Use the desired marker
character and enter the correct number of characters to
indicate the field length. For example, type @@@@@@@@ if you
are printing an 8-character field as a padded field. You can
enter any type of field from the keyboard.
Fields entered from the keyboard are defined in a different
manner than fields entered from the Data menu. Since you don't
define the source of data for a field when you just type in a
series of field markers, PC- File has to prompt you for the
source. It does this after you have finished painting the
entire report and choose to save it. A dialog box displays for
each field that must be defined. A set of question marks
replaces the field that PC-File is prompting you to define.
Choose the type
of data source first, such as System field, then the source
itself.
To enter a field from the keyboard:
1.Place the cursor where you want the field to start.
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2.Type the field information. Indicate length by the number of
characters you enter. Choose the field marker based on how
you intend to define the field.
To define the source of data for fields entered from the
keyboard:
1.Paint the entire report in the Free form edit window.
2.Choose Save from the Free form File menu. PC-File displays a
dialog box prompting you to define the source of data for
the first field that you entered from the keyboard.
3.Choose the appropriate data source button. Depending on the
button you chose, PC-File prompts you to choose a database
field or a system field, or enter a calculation.
4.Choose the appropriate option or enter a calculation.
5.PC-File moves to the next undefined field and prompts you
for a data source. Fields that you defined using the Data
menu options are skipped over, as PC-File already knows the
data source.
Defining the Fields
How you define the field is determined by how you enter the
field in the report. If you enter a field from the Data menu,
you define the source of data for the field during the process
of entering it on the screen. If you enter a field from the
keyboard, PC-File prompts you to define the source of data for
the field after you have painted your entire report in the
edit window.
No matter which method you use, however, you must define the
source of data. This section describes each of the four source
options:
Data fields
System fields
Summations
Calculations
Data Fields
If you enter fields from the Data menu, you can define either
padded or trimmed fields. If you enter a field from the
keyboard, it is assumed to be a padded field.
A padded field retains blank spaces that occur in a field.
Thus, if you define a report field as 15 characters long, 15
characters print each time, even if some of them are blank.
Use padded fields in reports when you want to maintain data in
columns.
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If you define a trimmed field, on the other hand, PC-File
removes the trailing spaces, printing only the data within
each field. Use trimmed fields for mailing labels, in
particular, where you want the data within fields to flow
together.
For example, if you define the City, State, and Zip code
fields as trimmed fields on an address label like this:
############, ## #####
PC-File removes trailing spaces from the City field any time
the city name is less than 12 characters in length. Thus, the
report would produce an address like this:
Seattle, WA 98103
The State and Zip code fields adjust to the length of the data
in the city field as it changes from record to record.
System Fields
System fields can be located in any section of the report. A
system field pulls data directly from the computer, the
program, the database, and even the operator. For example, you
can use a system field to have PC-File enter the current date
any time you print the report.
There are 10 system fields supported in the Free form format,
as follows:
System field: Description
Date now: The current date as determined by the computer's
calendar.
Time now: The current time as determined by the computer's
clock.
Page number: Displays the current page number, counting the
first one as page 1.
Records in database: The current number of records in the
database.
Selection criteria: Any criteria used to select records to be
printed. For example, if you chose to just print reports with
Washington addresses, the criteria might be STATE=WA.
Index field: The index currently active when you print the
report.
Qty in Subtotal group: Number of records in the current
subtotal.
Field name of Subtotalgroup: The field you chose to subtotal.
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Count of records printed: The total number of records printed.
Operator input: PC-File prompts the user for input at this
point.
Summations
If your report includes fields for which you want to show
subtotals or totals, you must enter them in their respective
section of the report. Subtotals are always defined in the
Subtotal section and totals are always defined in the Total
section.
When you include a subtotal in a report, you define both the
field you want to sum into subtotals and the field that
determines the subtotal break. The subtotal break is the
manner in which you group records that you want to subtotal.
For example, you could subtotal sales volume by month or by
department. In that case, sales would be the field you sum and
month or department would be the break field.
You define the field you want to sum when you define the field
marker in the Subtotal section of your report. Enter a
subtotal field marker from the keyboard only.
The subtotal break field is defined later when you print the
report using the Print Options dialog box. At that time, you
indicate that you want to perform subtotals, then PC-File asks
for the break field. See Chapter 11 for more information on
this operation.
If you include a total in a report, you just define which
field to sum up. Totals only print at the end of a report.
Calculations
Calculations can be used in the Detail, Heading, and Footing
sections of a report. You can use any type of calculation
supported by PC-File. Calculations are described in Chapter
17, "Calculations."
However, you can't perform calculations on subtotals or totals
using the Free form format. For example, you couldn't figure a
commission based on a subtotal of sales. To do that, you would
have to edit the report in Language format and add the
commission calculation to the Subtotal section.
Formatting and IF Commands
PC-File Version 7 Users Guide 168
The Free form format supports most of the formatting commands
described in the "Formatting Commands" section of the "Using
the Language Format" section. Refer to the appropriate
sections for details on how they work. The commands supported
are:
.FF
.CP n
.GROUP
.EGROUP
.EGROUP R
.REFORMAT nn
.ENDREFORMAT
To use these commands in a Free form report enter each command
on a line of it's own in the report section where you want it
to take effect.
The "Printer Markers" and the "Printer Control Codes" commands
also documented in the "Formatting Commands" section of the
"Using the Language Format" section cannot be used in Free
form reports. However, you can edit a report originally
formatted as a Free form report using the Language Format to
insert these commands.
You can also use the commands documented in the "IF Commands"
section of the "Using the Language Format" section. Each IF
command must be entered on a line of it's own in the report
section you want affected.
Using the Language Format
As you create a report using one of the simpler formats (such
as Row or Free form), PC-File translates it into written
command statements. You don't see these command statements, as
they remain below the surface of the report format, one level
down. But it is these statements that PC- File reads when it
prints a report.
For example, when you enter a column heading with a line under
it while painting a Free form report, PC-File translates that
action into five command statements, as shown below.
Free form
Last name
========
Commands
=1
"Last name"
/1
=1
PC-File Version 7 Users Guide 169
"========"
The first command statement indicates the column at which the
heading starts, the second tells the program to print the
heading, the third moves the printer down one line, the fourth
indicates the column at which the line starts, and the last
statement tells the program to draw the line.
The command statements are, in a sense, the report language
for PC- File. You can work with the command statements by
choosing the Language format. You can either create a new
report or edit an existing report, no matter what format was
used to create it. In most cases, in fact, you will find it
easier to create a report in another format, such as Row or
Free form, then edit and customize it in the Language format.
The advantage of the Language format is that it gives you the
widest range of flexibility in PC-File. Among the features
only available in Language format are:
the ability to perform calculations upon subtotals, totals,
and buckets
the ability to use all formatting commands
the ability to use printer markers and word wrap
A report displayed in the Language format is a series of
command statements, each on its own line. There are seven
kinds of commands recognized in PC-File.
Type of command Description
Section head Specify the beginning of a
section
Formatting Define location of text and
fields, and set printer codes
Text Enter text, including titles,
column heads, and lines, in a
report
Data field Define which field to print
System field Pull information from the
computer, the database (other
than from a field), or from the
operator
Calculation Perform a calculation or a
relational lookup
IF Set conditions for performing
an operation
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A command statement can also include print masks and buckets.
Print masks are used to define how data is formatted when it
prints. Buckets are used to hold data or text temporarily.
Each type of command, along with print masks and buckets, is
explained in detail later in this chapter.
Procedures for Creating a Language Format Report
To create a report using the Language format:
1.Choose Print from the menu bar.
2.Choose Reports from the Print menu.
3.Choose New from the dialog box listing the operations.
4.Choose Language from the dialog box listing the formats. The
edit window displays.
5.Create the report by entering the command statements in the
edit window.
6.Choose OK when you finish.
7.When prompted to save the report, choose Yes or No. Choose
Yes if you want to save the report for future viewing or
printing. Choose No if you want to print or view the report
only once, and don't want to save it. PC-File displays the
Print options dialog box. See Chapter 11 for information on
printing reports.
8.If you chose Yes in the previous step, enter a report
description of up to 50 characters. Choose OK when you
finish. The description is optional, but can be useful in
reminding you of the contents of the report at some later
date.
9.Enter a report name of up to eight characters. Choose OK.
The Print options dialog box displays. See Chapter 11 for
information on printing reports.
Procedures for Modifying a Report With the Language Format
To edit a report using the Language format:
1.Choose Print from the menu bar.
2.Choose Reports from the Print menu.
3.Choose Modify from the dialog box listing the operations.
PC-File Version 7 Users Guide 171
4.Choose Language from the dialog box listing the formats. The
file selection dialog box displays.
5.Choose the report you want to edit. The report appears in
the edit window.
6.Make your changes to the report.
7.Choose OK when you finish.
8.Give the report a new name if you want to keep the original
report, or accept the original name to overwrite the report.
9.Enter a description (optional).
Basic Guidelines
PC-File displays the edit window when you choose to create or
edit a report using the Language format. However, you can use
any word processor that can produce an ordinary ASCII file
(also referred to as "DOS text" or "unformatted" files) to
create or edit the report. Just be sure to store the report in
a file using the .REP extension.
Follow these simple rules when creating or editing a report
using the Language format:
Enter each command statement on a separate line.
Use no more than one line and 80 characters for each command
statement.
As with the Free form format, use only the sections you need.
Section Head Commands
The Language format divides up a report into the same six
sections found in the Free form format: Cover, Heading,
Detail, Subtotal, Total, and Footing. Each section head begins
with a colon and must be in all uppercase letters, like this:
:DETAIL :TOTAL
Sections can be ordered in any sequence. However, for clarity
in reading a report definition, it is easier to keep the
sections in the basic order that the report follows. For more
information on the purpose and parameters of each section, see
"Report Sections" in the section on Free form formats earlier
in this chapter.
Formatting Commands
Use formatting commands to tell PC-File where and how to print
text and fields. Formatting commands control line and
character spacing, compress out blank lines, and insert
printer control codes.
PC-File Version 7 Users Guide 172
The following formatting commands are used in PC-File.
Command Description
=nn Horizontal tab (tab to column nn)
/n Line feed (insert n lines)
.FF Form feed (start new page)
.CP n Conditional page (start new page if
less than n lines left on page)
.GROUP Compress lines within grouping
.EGROUP End grouping
.EGROUP R End grouping, but replace lines at
end
.x Printer markers (where x is a print
enhancement or style, such as .BOLD)
.A nn,nn Printer control codes
Formatting commands amount to over half the commands used in a
report, as they dictate the placement of fields and text
within the report.
Each of the formatting commands are explained in more detail
below.
Horizontal Tab
Use =nn to control the horizontal print location. The nn
indicates the column that is tabbed to, not the number of
spaces to insert before the next piece of data. For example,
the command =40 would tab to column 40 and =73 would tab to
column 73. To move the print head to the first column in the
next line, use the line feed command instead.
You can't tab backwards on a line. For example, you can't
locate a field at column 73 on a line and then locate another
field at column 40 on the same line. Commands must be issued
with the idea that the print head will move from left to right
on a line.
The following sample shows two horizontal tabs.
:DETAIL
=25
[SALUTATION]
=29
[FIRSTNAME]
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Line Feed
The /n command tells the printer to move down n number of
lines. To skip down five lines you would use the command /5.
Each section that doesn't end with a form feed (.FF) must end
with a line feed.
The following sample shows several line feeds.
:DETAIL
/1
[FIRSTNAME]
/1
[LASTNAME]
/2
Form Feed
The .FF command tells the printer to begin a new page, even if
the current page is not full. The form feed is most useful for
printing a cover page at the beginning of a report or for
starting a new page after each subtotal break. DO NOT use the
.FF command in the Heading or Footing sections. If you use .FF
in the Cover, Detail, Subtotal, or Total sections, you must
include a Footing section with at least one line feed (/1)
command. If any data is printed in the section with a form
feed, you
must also have a line feed before the form feed.
The following sample shows a form feed used to begin a new
page.
:DETAIL
/1
[FIRSTNAME]
/1
[LASTNAME]
/2
.FF
Conditional Page
Use the .CP n command to prevent several lines of data from
being split between two pages. The .CP n command tells the
printer to begin a new page, but only if there are less than n
lines left on a page. The number of lines taken into account
does not include any lines in headers or footers-if you are
printing 66 lines per page, and you have a 3 line header and a
3 line footer, the conditional page command will check for how
many of the 60 "body" lines remain. For example, the command
.CP 8 will prompt PC-File to check how many lines are left on
the page. If there are less than eight lines left, the printer
will skip to the next page.
PC-File Version 7 Users Guide 174
The .CP n command is normally placed at the beginning of a
section, but never at the end (as it would serve no purpose).
Don't use the .CP n command in the Heading or Footing section.
And don't use it to determine the bottom margin on the page.
Use a Footing section with a line feed instead.
The following sample shows a conditional page command.
:DETAIL
.CP 3
/1
[FIRSTNAME]
/1
[LASTNAME]
/1
Line Compression
The .GROUP, .EGROUP, and .EGROUP R commands are used to
compress lines, most often in address lists and mailing
labels. Addresses are often formatted for four or five lines
to accommodate those addresses that need them, but most
addresses are only three or four lines long. Without the line
compression commands, you could end up with mailing labels
that look like this:
Janet Ratite
438 Savannah Way
Seattle, WA 98103
To remove blank lines from addresses, place the .GROUP command
before and the .EGROUP command after the commands that locate
your name and address fields. Use the .EGROUP R command
instead of .EGROUP to place any blank lines removed from the
middle of an address after the last data line in the group.
This command is most used in mailing labels where you must
maintain the same number of lines for each label.
Here's an example of a typical label report using the .GROUP
and .EGROUP R commands:
:DETAIL
.GROUP
[NAME]
/1
[ADDRESS1]
/1
[ADDRESS2]
/1
<CITY>
", "
<STATE>
" "
<ZIP>
.EGROUP R
PC-File Version 7 Users Guide 175
/3
Every .GROUP command must be followed by either an .EGROUP or
an .EGROUP R command.
Reformatting Commands
There are times where you need to reformat a section of a
report to a particular width. For example, if you are printing
several fields of varying length in the midst of a paragraph
of constant text. Use the .REFORMAT nn (where nn is the width
you want the following lines reformatted to) and .ENDREFORMAT
commands to reformat the paragraph to the specified width.
You use the .REFORMAT and .ENDREFORMAT commands like the
.GROUP and .EGROUP commands-surround the Text and Field
commands to be reformatted. Each command should be placed on a
line by itself, and should start at the left edge. For
example:
.REFORMAT 55
"If you have questions, call your local sales"
"office at:
"
<PHONE>
". "
"Your salesperson will answer any questions"
"you have."
/1
.ENDREFORMAT
This would reformat the paragraph to a width of 55. The
resulting paragraph would look something like this:
If you have any questions, call your local sales office at:
555-1234. Your salesperson will answer any questions you have.
Printer markers
Use printer markers to change character formatting within the
report. Printer markers are available for many of the standard
print enhancements, such as bold, italics, and underlined
type.
The available printer markers are:
.NORMAL
.CONDENSED
.BOLD
.ITALIC
.UNDERLINE
.PORTRAIT
.LANDSCAPE
.PROPORTIONAL
.DOUBLEWIDE
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.USERn (where n is 1-5)
Enter a printer marker where you want a change in the font or
type to occur. Use the marker .NORMAL to return to the
default.
For example, if you want to make the title of a report
boldface, it might look like this:
:HEADING
.BOLD
"Current Member List"
.NORMAL
/1
:DETAIL
<LASTNAME>
" "
<FIRSTNAME> /1
.USERn is a user-defined printer marker. You can define up to
five of these markers in a configuration profile. See Chapter
13, "Utilities" for information on defining these markers.
Printer Control Codes
To change character formatting in ways not defined with the
printer markers listed above, use the ASCII (A nn,nn) command.
The values following A represent the ASCII decimal value of
the printer control code. For example, if you want to change
the typeface for a particular section of a report, enter the
ASCII command for that particular typeface. You can then use
the printer marker .NORMAL to change back to the default
typeface.
You can also use the ASCII command to enter characters not
available on the keyboard.
Enter the command in the format
.A nn,nn
with a space between A and the printer code string. Follow
each ASCII value with a comma, but no space. For example:
.A 27,38,108,49,79
You can use up to 67 characters in an ASCII command. If you
need more than that, as some laser printer fonts do, divide
the command into two or more commands.
Text Commands
PC-File Version 7 Users Guide 177
Use text commands to print text. Text includes titles,
headings, lines, and miscellaneous text that appears in a
report. Text is always surrounded by quotation marks in a text
command statement, as shown in the following example:
:HEADING
"Current Member List"
/1
:DETAIL
<LASTNAME>
" "
<LASTNAME>
/1
Enter text as you want it to appear in the report; that is,
words you want to appear in uppercase letters, enter in
uppercase.
Database Field Commands
Use database field commands to print data from fields in your
database. Field commands are entered in either of two modes:
[field] padded field
<field> trimmed field (spaces removed)
Use a padded field to line up fields in columns. This format
is most often used in combination with horizontal tab
commands. For example, the commands
=4
[City]
=18
[St]
produce a report like this
Miami FL
Tallahassee FL
Use a trimmed field to remove trailing spaces (and leading
spaces, if they appear, but not internal spaces). This format
is most often used when combining first and last name fields,
city, state, and zipcode fields, and in similar situations.
A text command, such as the addition of a space or comma, is
often used with these commands. The commands
=4
<City>
", "
<St>
produce a report like this
PC-File Version 7 Users Guide 178
Miami, FL
Tallahassee, FL
PC-File lets you designate a partial field with either mode as
well, though this is most often used with square bracketed
fields, as follows:
=4
[City,1,12]
=17
[St,1,2]
Database field commands can be used with print masks and
buckets, which are explained later in this chapter.
System Field Commands
Use system field commands to print data that is taken from the
system in one form or another. System field commands include
commands to print the current time or date as recorded by the
computer, page numbers, and counts of records. The command to
prompt the user to key in information is a system field
command as well.
System field commands available in the Language format are:
Command Description
[DATE*] System date
[TIME*] System time
[PAGE*] Current page number
[SELECT*] Selection criteria for the report
[SORT*] Current index-field index is
attached to, not index formula
[COUNT*] Number of records printed
[RECORDS*] Number of records in database
[KEYIN*msg] Prompt for operator input
System field commands must be entered in uppercase letters,
followed by an asterisk (*), and enclosed in brackets. Like
data field commands, system field command statements can
include print masks and buckets.
PC-File also provides system field commands for handling data
derived from subtotal operations. See "Subtotal Report
Commands" later in this chapter for details.
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Calculation Commands
A calculation can use a database field, a system field, a
constant, or a total bucket. You can use any PC-File-supported
calculation in a report. A calculation must be surrounded by
parentheses.
When entering a calculation in a report, type field names as
they appear in the database; do not use brackets. Constants
must be surrounded by quotation marks. System fields and total
buckets must be surrounded by square brackets. System fields
must be entered in uppercase with an asterisk following the
system field name. Relational calculations must be surrounded
by parentheses.
The following example illustrates the use of a calculation in
a report.
:DETAIL
/1
(DONATION * 12):zz,zzz.##:
For more information on calculations, see Chapter 17,
"Calculations."
IF Commands
Use the IF...ENDIF commands when you want PC-File to perform a
task only when certain conditions are met. In most cases, this
means that PC-File checks the data within a field or
calculation, then performs the task if the data meets the
condition(s) set within the IF command.
IF commands follow a set format:
.IF (a comparison calculation)
Things to do if true (can be many commands long) .ELSE
Things to do if not true (can be many commands long)
.ENDIF
Every .IF statement must have a matching .ENDIF statement. The
.ELSE statement is optional, however.
You can't put an IF statement within another IF statement,
which is known as "nesting" statements in programming
languages. Use separate IF commands rather than nesting the IF
commands. This doesn't mean you can't have many commands
between the IF command and the ENDIF command-you can use as
many commands as necessary within memory limitations.
The following example selectively performs a calculation based
on the contents of the Tax field, where the Tax field is used
to indicate whether or not an item is taxable.
.IF (Tax = " Y")
" Amount of tax for this item is "
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([Amount]*.081):zz#.##:
.ELSE
" Not a taxable item"
.ENDIF
The IF statement calculates the tax when there is a Y in the
Tax field and prints "Not a taxable item" when there is an N
in the Tax field.
IF commands are closely related to complex searches. All of
the valid complex search operators work in IF commands,
including scan-across, soundex, generic, and wildcard
searches. The IF command can also include system fields, total
buckets, and calculations in the IF condition. System fields
and total buckets must be enclosed by square brackets.
The following example of an IF command shows how to print
address information using relational lookups once for each
subtotal group. This example uses relational lookups to pull
in the address information based on an account number present
in both the Customer list database and the Order database.
This report is run from within the Order database.
:DETAIL
.IF ([SUBCOUNT*] = 1)
[Company]
/1
(@Acct_no,Customer,Cust_ID,Address)
/1
(@*,City)
", "
(@*,State)
" "
(@*,Zipcode)
/1
.ENDIF
Print Masks
Use print masks to format a field or calculation. Print masks
can be used to restrict the output to a certain length, add
dollar signs or decimal places to numeric entries, or suppress
leading zeroes.
Print masks are not commands; instead, they are added to
commands to indicate how the command should be printed. You
can use them with database field commands, system field
commands, and calculation commands.
Print masks are always enclosed within colons, and follow the
command itself, as the following examples illustrate:
[Month]:@@@:
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Only the first three characters of the field called Month
are printed
[Amount]:$$,$$$.##:
Adds a dollar sign to a numeric figure
Print masks are not mandatory for fields or calculations
(except for date calculations), but are useful when you want
to prescribe how the field will look in the report.
There are three types of print masks:
Character masks
Numeric masks
Empty masks
The different types of masks are explained below.
Character Masks
There are two character masks:
the :@@@: mask limits the number of characters that print
in a field;
the :Wnn: word wrap mask (where nn is a number) limits
the width of the printed data to nn characters, wrapping
any additional text from one line to the next.
For :@@@: masks, the number of @ characters between the colons
equals the width of the printed field. Thus, :@@: prints the
first two characters in the field, and :@@@@@@: prints the
first six characters. Any characters beyond the formatted
width are not printed. For the word wrap mask, the number
following the W determines the width at which the printed data
will wrap. For example, :W6: prints no more than six
characters wide, but will use as many lines as it takes to
print all the data in the
field.
The following examples illustrate how character masks format
data in a report:
[Name] Roosevelt
[Name]:@@@@@: Roose
[Notes]:W6: This
member
has no
phone.
The word wrap mask doesn't split words. It is most useful with
memo fields and scroll fields, but can be used with any field
type, including numeric fields.
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The :@@@: mask can be used with any field type, but they are
most appropriate for fields that contain character data:
character, date, and memo fields.
Both kinds of character masks cause output to be left-aligned.
Numeric Masks
The pound sign (#) and the lowercase z represent digits and
are used to format numeric fields. The only difference between
the two masks is that the lowercase z suppresses leading
zeros, the # doesn't. The following examples show how the two
masks would treat the same data:
[Amount]:##,###.##: 02,564.50
[Amount]:zz,zzz.zz: 2,564.50
If the value of a field was zero, the two masks would handle
it as follows:
[Amount]:##,###.##: 00,000.00
[Amount]:zz,zzz.zz:
Commas and decimal points should be placed where you want them
to appear in the field. A leading comma will not print if
there are no digits to the left of it, as shown in the
following example:
[Amount]:zz,zzz.##: 26.49
The asterisk (*) and dollar sign ($) are used as floating
characters in numeric fields, and are useful for check
writing. Both suppress leading zeros, like the lowercase z.
The $ prints a single dollar sign immediately to the left of
the first non-zero digit, while the * prints as many asterisks
as space allows. The following examples illustrate their use.
[Amount]:$$,$$$.##: $4.52
[Amount]:**,***.##: *****4.52
Any other characters placed in a numeric print mask will print
as entered, as shown in the following examples:
[Item]:zz-zz: 2-45
[Serial_no]:TY######: TY040090
All numeric print masks cause the value to be right-aligned.
Empty Masks
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Empty masks are used in combination with buckets, which are
explained in the next section. Essentially, an empty mask
(also called a null mask) prevents the value in the field from
being printed. Instead, the value is placed in the bucket,
sort of a temporary holding bin. An empty mask looks like
this:
[Amount]::`Amt
The value in the Amount field is added to the bucket `Amt. The
empty mask, represented by the double colon (::), prevents the
value from being printed.
Buckets
As the name implies, buckets are storage containers. In PC-
File, they are used to store values temporarily. Temporary
storage is useful in two ways:
To accumulate numeric values (the total can then be printed in
the report or used in a calculation)
To hold text to be printed later Buckets used to accumulate
numeric values are called total buckets; those used to hold
text are called string buckets.
Buckets are like print masks in that they are not commands
themselves, but are used in command statements. Buckets can be
used with text commands (string buckets only), database field
commands, system field commands, and calculation commands.
A bucket is designated by a name of one to five characters,
using only letters (no numbers, spaces, or punctuation). You
can use more than five characters, but any characters after
the fifth character are ignored. Bucket names are case-
sensitive; uppercase and lowercase names are different. Total
bucket names are preceded by a backwards apostrophe (`);
string bucket names are preceded by the backwards apostrophe
and the dollar sign ($).
Examples of valid total bucket names are:
`a `Value `VALUE
Valid string bucket names include:
`$a `$Name `$TITLE
Using Total Buckets
As mentioned above, total buckets are used to accumulate
numeric totals. There are two steps to using total buckets.
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In the Detail section of the report, specify the field or
calculation for which you want to accumulate totals. Subtotals
and Totals for a particular field are accumulated in the same
bucket.
In the Subtotal and/or Total section of the report, print the
bucket or use it in a calculation.
To specify the field or calculation to be accumulated, simply
place the bucket name at the end of the command line. For
example, in this command statement
[Commission]:: `Comm
the data in the Commission field is accumulated in a bucket
called Comm. The individual values are not printed as a result
of the empty mask (::).
In the command statement
(Price*Quantity):zz,zzz.##:`Amt
the result of the calculation is printed in the format
zz,zzz.## and is also accumulated in the bucket called Amt for
later use.
To print the value in a bucket, enclose the bucket name in
square brackets, just as you would a field name. Include a
print mask to format the output. The buckets created in the
earlier examples are printed like this:
[`Comm]:$$$.##: [`Amt]:zz,zzz.##:
You can also include bucket totals in calculations. The result
of the calculation is then printed. A calculation that
includes a bucket might look like this:
([`Amt]*[Tax]):$$,$$$.##:
A total bucket can be used to keep a count. To keep a count,
use the calculation
(1)::`x
This calculation adds 1 to the bucket called x each time it is
encountered, thus accumulating a running count. The empty mask
(::) keeps it from printing.
To set a bucket to zero, use the command
(0-[`Value])::`Value
In this calculation, the value of the bucket called Value is
subtracted from zero, resulting in a negative value. When the
negative bucket value is added to the positive bucket value,
the result is always zero.
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Using String Buckets
String buckets hold text in memory until you are ready to
print it. Unlike total buckets, string buckets can't
accumulate or append text. If you add another string of text
to a bucket, it replaces the previous contents. However, you
can have several different string buckets in memory at one
time.
To store text in a string bucket, include the string bucket
name at the end of the command line. In the text command
"Janet Ratite" `$Name
the name Janet Ratite is stored in a bucket called Name.
In the database field command
[State]:@@:`$St
each state name in the field called State is stored in a
bucket called St. At the same time, it prints out in a two-
character format as indicated by the mask.
If you create a report using the Row format, and decide to
enter the title of your report each time you print it, the
command
<KEYIN*TITLE LINE>::`$TITLE
appears in the Cover section of the report if you print it out
in Language format. This command prints the message TITLE LINE
when you call up the report, then holds your response in a
string bucket called TITLE.
To print out the text string that is stored in a string
bucket, enclose the bucket name in brackets, just as you would
a field. For example, in the last example above, the title is
printed with the following command:
[`$TITLE]
String buckets can be used in any section of the report.
Subtotal Report Commands
PC-File Version 7 Users Guide 186
PC-File provides special system field commands to handle data
derived from subtotal operations. While you would typically
only use one subtotal level, PC-File allows up to nine levels
of subtotal breaks. For example, you might want to print a
report for a database tracking sales that breaks to print
subtotals on three levels: Level 1 - Region, Level 2 - Branch,
and Level 3 - Salesperson. Level 1 breaks are the largest,
most general subtotal groupings, level 2 are groups break
within level 1,
level 3 groups break within level 2, and so on. Use subtotal
report commands to print subtotal data, or to control what
happens for each subtotal level.
[SUBLEVEL*]
Returns the level number of the subtotal break that caused the
current :SUBTOTAL section to print. Level 1 is the first
(outermost) subtotal level, level 9 is the last (innermost)
level. This command is generally used in .IF statement
conditions to control what happens for each break when
performing multiple level subtotal breaks.
[SUBCMD*n]
Returns the subtotal trigger formula in dBASE format. For
example: (MONTH(date)). Omit "n" to have PC-File return the
formula for the current level, replace "n" with 1-9 to return
the command for a particular level. For example, [SUBCMD*3]
returns the trigger formula for subtotal level 3.
[SUBCOUNT*n]
Returns the number of records printed in a subtotal group.
Omit "n" to return the current level's group, replace "n" with
1-9 to return the number of records for that level's groups.
For example, [SUBCOUNT*2] returns the number of records for
the current level 2 group.
[SUBFLD*n]
Returns the subtotal trigger field name. Omit "n" to return
the current level's trigger field, replace "n" with 1-9 to
return the trigger field for that level. For example,
[SUBFLD*5] returns the trigger field name for subtotal level
5.
[SUBID*n]
Returns the data (either from the field or the result of the
trigger formula) that triggered the subtotal break. Omit "n"
to return the current level's trigger data, replace "n" with
1-9 to return the trigger data for that level. For example,
[SUBID*7] returns the current trigger data for subtotal level
7.
Subtotal Levels and Total Buckets
PC-File Version 7 Users Guide 187
Individual total buckets hold the values from all subtotal
levels at the same time. When you enter the bucket command in
the :SUBTOTAL section of a report, for example:
:SUBTOTAL [`AMT]:zzz,zz#.##: /1
PC-File returns the value for the level that triggered the
subtotal break. You can refer to a specific subtotal level by
putting the appropriate level number immediately after the
bucket name, for example: [`AMT3] returns the subtotal for
subtotal level 3. Note that the "3" following "AMT" is NOT
part of the bucket name, it is only used to force PC-File to
return the bucket value for that level.
If you are only choosing one subtotal break when printing your
report, you do not need to use subtotal level numbers ("n" in
the descriptions above). Also, even when performing multiple
level subtotal breaks, you only need to use level numbers to
force a subtotal system field to return data for that level.
If you do not include level numbers, the current subtotal
break level is assumed.
With all the above commands, you can also refer to level 0,
which is the level that is never reset, that is, the grand
total level. For example, using [`AMT0] in the :SUBTOTAL
section would print the running total.
A typical :SUBTOTAL section for multiple level breaks uses .IF
statements to determine what action to take for each subtotal
level. For example, a three-level report might print total
buckets for levels 2 and 3, printing an extra blank line after
level 2 breaks, and feed to a new page for level 1 breaks:
:SUBTOTAL
.IF ([SUBLEVEL*] > 1)
"Totals: "
[`AMT]:zzz,zz#.##:
/1
.ENDIF
.IF ([SUBLEVEL*] = 2)
/1
.ENDIF
.IF ([SUBLEVEL*] = 1)
.FORMFEED
.ENDIF
Printing Bar Codes
PC-File Version 7 Users Guide 188
PC-File can print a large variety of bar codes on most dot-
matrix and laser printers-without requiring special drivers or
font cartridges. For example, you can use PC-File to print
zipcode bar codes (Postnet) directly on envelopes, postcards
or labels. You can also use this feature to print price tags,
inventory control labels, and inventory control sheets in UPC
and many other bar code formats.
Printers Supported
PC-File's bar code printing supports the following printers
(and should work on any printer that fully emulates any of
these printers):
PostScript
Epson 9 pin
Epson 24 pin
IBM Proprinter 9 pin
IBM Proprinter 24 pin
HP LaserJet
HP DeskJet
Toshiba 24 pin
Okidata Microline Standard
NOTE: You must use Configuration on the Utilities menu to
choose the type of printer you are using before formatting
reports to print bar codes. See "Configuring Your Database" in
Chapter 13 for details.
Also note that bar codes will only appear in printed output or
as graphic commands when printing to a disk file. Bar codes
will NOT display when choosing Display on the Print Options
dialog box. The bar code graphics commands when printing to a
disk file are specifically for the printer you choose when
configuring your database.
Available Bar Code Formats
PC-File supports the following bar code types:
UPC-A
The standard bar code for items for sale to the public, UPC-A
is the bar code used at grocery stores. The standard UPC-A
code contains 1 system digit, 5 digits for the manufacturer
number, and 5 digits for the product number. PC-File's bar
code output also supports 2 or 5 supplemental digits that can
follow the standard UPC-A code's 11 digits.
UPC-E
PC-File Version 7 Users Guide 189
A zero-suppressed and compressed version of the UPC code. The
same number and kind of digits as UPC-A (including 2 and 5
supplemental codes) can be encoded, but the code number must
have at least 4 zeros. The possible number of different
product numbers encoded varies from 5 to 1000 depending on the
where the zeros are in the UPC code number.
EAN/JAN-13
An extended version of the UPC code containing digits to
encode the country of origin. EAN/JAN-13 codes contain 2
digits for the country code, 10 digits for the product
information and a checksum number. Since the checksum number
is generated, the standard EAN/JAN-13 input code number
contains 12 characters. EAN/JAN-13 also supports 2 or 5 digit
supplemental codes.
EAN/JAN-8
A shorter version of the EAN/JAN code composed of 2 country
digits, 5 data digits, and a generated checksum number. Also
supports 2 or 5 digit supplemental codes.
3 of 9 (Code 39)
Probably the most common bar code because it allows digits,
letters and some punctuation to be bar coded. It is standard
for many government bar code specifications. An input string
of 2 to 30 characters is supported. All lowercase letters are
converted to uppercase letters.
Extended 3 of 9
Supports every character in the standard ASCII 128 character
set, including uppercase and lowercase letters and control
codes. Supports codes from 2 to 30 characters in length.
Interleaved 2 of 5
A numeric-only bar code that supports numbers from 2 to 30
digits.
Code 128
A very compact bar code that can encode the full ASCII 128
character set. Supports codes from 2 to 30 characters in
length.
Codabar
Encodes digits and the + - $ : / . symbols, often used to
encode dollar figures and mathematical values. Supports codes
from 2 to 30 characters long.
ZIP + 4 Postnet
PC-File Version 7 Users Guide 190
The special bar code to encode ZIP+4 codes for mailing
addresses. Also supports 5 and 11 digit ZIP codes.
MSI Plessey
Used most often in grocery stores for shelf labels. A numeric-
only code that supports codes from 2 to 15 characters in
length.
Code 93
A compressed version of the 3 of 9 bar code.
Extended 93
A compressed version of the Extended 3 of 9 bar code.
UCC-128
19 digit fixed length numeric bar code used on shipping
containers for items marked with UPC code.
The following table summarizes the type and number of
characters allowed for each bar code type:
Bar Code Type Input Length Allowed Characters
UPC-A 11,13, or 16 N
UPC-E 11,13, or 16 N
EAN/JAN-13 12, 14, or 17 N
EAN/JAN-8 7, 9 or 12 N
3 of 9 (Code 39) 2 to 30 N-U-P
Extended 39 2 to 30 N-U-L-P-C
Interleaved 2 of 5 2 to 30 N
Code 128 2 to 30 N-U-L-P-C
Codabar 2 to 30 N
ZIP+4 Postnet 5, 9, or 11 N
MSI Plessey 2 to 30 N
Code 93 2 to 30 N-U-P
Extended 93 2 to 30 N-U-L-P
PC-File Version 7 Users Guide 191
UCC-128 19 N
Allowed Characters:
N-Numbers (0-9)
U-Uppercase (A-Z)
L-Lowercase (a-z)
P-Punctuation
C-Control Characters (ASCII values less than 32)
Bar Code Printing Restrictions
PC-File can only print one bar code per line. Additionally,
nothing can be printed to the right on the same line as a bar
code. Further, each of the bar code types supports specific
data lengths and types of characters. See "Table of Bar Code
Input Requirements" above for the input requirements of each
type of bar code. Also note that bar codes will only appear in
printed output or as graphic commands when printing to a disk
file. Bar codes will NOT display when choosing Display on the
Print
Options dialog box.
Type of Bar Code Dialog Box
PC-File can produce 14 types of bar code output (see list and
descriptions of available bar code types above). When using
the Row, Mail Label, and Free Form formats, PC-File displays a
dialog box for each field you've formatted to print as a bar
code.
The top line of the dialog box lists the name of the field
that will print as a bar code. Type the corresponding letter,
or click the mouse on the appropriate button to choose what
type of bar code to print.
Bar Code Height Dialog Box
After you've chosen the type of bar code, PC-File displays the
following dialog box to choose how high to print the bar code.
Type the corresponding number or click the mouse on the
appropriate button to select the height of your bar code
output.
NOTE: This dialog box does not appear when printing the ZIP+4
Postnet bar code which can only print one height.
PC-File Version 7 Users Guide 192
Printing Bar Codes with Row Format
You can use a Row Format report to quickly produce reports in
a one record per row format. Using the Row Format you can
print bar codes for inventory control catalogs and the like.
PC-File can only print one bar code per line with no other
data or text printing to the right of the bar code. Therefore,
you can only choose to print one field as a bar code with a
Row Format report, and it must either be the only field you
choose or the rightmost field you choose.
First, you must choose any fields you want to print as text
from the list box in the order you want to print them across
the page. Then, to format the last (or only) field to print as
a bar code, type the field's name followed by a comma and the
letter "B" in the text box above the field selection list box
(like FIELDNAME,B in the picture above), then press ENTER.
For example, after you have made the menu selections to format
a Row Report, the Field Selection dialog box is displayed.
At this point, there should be a checkmark and a sequence
number next to the left of each of the fields you have chosen.
The field you chose to print as a bar code must be the last
(or only) field in the sequence. If it is not, choose Reset
and choose your fields again. Choose OK to continue with the
report definition.
After you choose OK, PC-File displays the bar code type
selection box for the field you selected to print as a bar
code. After choosing the bar code type, PC-File displays the
bar code height selection box. The top border of both dialog
boxes shows which field you are formatting to print as a bar
code.
To print bar code data using Row Format:
1.Choose Reports from the Print menu.
2.Choose New.
3.Choose Row Format.
4.Choose the fields you want to print as text:
Click on the field name in the list box. Or...
Highlight the field name in the list box and press ENTER.
Or...
Type the fieldname in the text box and press ENTER.
5.Choose the field you want to print as a bar code:
PC-File Version 7 Users Guide 193
Move the highlight to the text box above the field
selection list box, if it isn't there already.
Type the desired field's name exactly as it appears in
the field selection list box, followed by a comma and the
letter "B."
Press ENTER.
For example, to format a field named ZIPCODE for bar code
printing, type: zipcode,b then press ENTER.
6.Choose OK to continue.
7.Choose the bar code type.
8.Choose the bar code height. (The bar code height dialog box
does not display when formatting ZIP+4 bar code).
9.Type the report title and save the report, if desired.
10. Make selections on the Print Options dialog box. See
Chapter 11, "The Print Options" for details).
11. Choose OK to print.
See "Using the Row Format" earlier in this chapter for more
information on printing using Row format.
PC-File Version 7 Users Guide 194
Printing Bar Codes with Mailing Label Format
PC-File now produces bar codes on labels. If you send mailings
of 250- 500 pieces or more at a time, you may be able to save
anywhere from 2o to over 5o per piece when using ZIP+4 bar
coded addressing! (As of this printing-contact your local Post
Office for up-to-date information on discounts and addressing
standards). You can also use this feature to print labels with
bar codes in other formats for applications such as inventory
control tags and UPC price tags.
Formatting labels to print bar codes with the Mail Label
format works much like the procedure used with Row format. The
same restrictions hold: You can print no more than one bar
code per line, and if anything else is printing on that line,
the bar code must be the last thing printing on the line. When
selecting fields for each line of your label, type the field's
name followed by a comma and the letter "B" to have that
field's data print as a bar code. This triggers PC-File to
display the bar code type and bar code size dialog boxes
discussed at the beginning of this section. Note that the bar
code definition dialog boxes do not display until you choose
OK after choosing all fields for that line in the label.
To print bar codes using the Mail Label report option:
1.Choose Reports from the Print menu.
2.Choose New.
3.Choose Mail Label.
4.Type the number of lines per label and choose OK.
5.First, choose the fields (if any) you want to print as text
on the first line of the label:
Click on the field name in the list box. Or..
Highlight the Field name in the list box and press
ENTER. Or...
Type the fieldname in the text box and press ENTER.
Repeat for all fields to print as text on the first line.
6.Only after choosing all fields to print as text, choose a
field (if any) to print as a bar code on the first line:
Move the highlight to the text box above the field
selection list box, if it isn't there already.
Type the desired field's name exactly as it appears in
the field selection list box.
PC-File Version 7 Users Guide 195
Type a comma followed by the letter "B."
Press ENTER. For example, to format a field named ZIPCODE
for bar code printing type: ZIPCODE,B then press ENTER.
Remember: Do not choose any additional fields to print to
the right of a bar code.
7.Choose OK.
8.If you have formatted a field to print as a bar code, the
bar code type and height definition dialog boxes display as
described above (height definition does not display for
ZIP+4). Answer each box appropriately.
9.Repeat steps 5-8 to define each line of the label.
10. Type a name and save the label format, if desired.
11. Make selections on the Print Options dialog box. See
Chapter 11, "The Print Options," for details on the Print
Options dialog box.
12. Choose OK to print.
See "Using the Mailing Label Format" earlier in this chapter
for more information on using the Mail Label format.
PC-File Version 7 Users Guide 196
Printing Bar Codes with Free Form Format
The Free Form format gives you more flexibility than either
the Row or Mail Label formats. Use the Free Form format to
print more complex labels, postcards, envelopes, catalogs,
order forms, and other reports with bar codes. However, the
same printing restrictions apply to all formats: only one bar
code per line and nothing can print to the right of the bar
code.
A new menu option has been added to the Free Form report Data
menu to let you to choose to print a field as a bar code. The
Field (bar code) option lets you format a field to print as a
bar code: First, place the cursor where you want the bar code
to print in the appropriate report section (Heading, Detail,
etc.). Then, pull down the Data menu and choose the Field (bar
code) option. A field selection list box dialog appears to let
you choose which field to print. After selecting the field to
print, the Type of Bar Code dialog box is displayed, followed
by the Bar Code Height dialog box.
To print bar codes using the Free Form format:
1.Choose Reports from the Print menu.
2.Choose New.
3.Choose Free Form.
4.Move the cursor where you want to print the bar code, in the
appropriate report section.
5.Choose Field (bar code) from the Data menu.
6.Choose the field from the list box.
7.Choose the bar code type.
8.Choose the bar code height. (The bar code height dialog box
does not display when formatting ZIP+4 bar codes.) A row of
@'s the length of the selected field appears in the location
the bar code will print.
9.Repeat steps 4-8 to print any additional fields as a bar
code. Remember not to print more than one bar code per line
and do not print anything to the right of a bar code.
10. Format any additional fields as trimmed or padded text,
system data, subtotals, or totals; typing any other text
directly from the keyboard.
11. Choose OK from the File menu.
12. Choose Yes to if you want to save your report.
PC-File Version 7 Users Guide 197
13. Type a report description up to 50 characters, if you
answered Yes in step 12.
14. Type a report name of up to 8 characters. Choose OK.
15. Make appropriate selections on the Print Options dialog
box and choose OK to print your report. See "The Print
Options" in Chapter 11 for more information on the Print
Options dialog box.
Printing Bar Codes with Language Format
You can use the Language format to print fields or other data
as a bar code by placing an appropriately formatted print mask
after the data you want to print as a bar code. This includes
printing calculations, relational lookups, string buckets,
totals, subtotals, system fields, or formatted strings of
text. The same printing restrictions apply as with other
report formats: one bar code per line and no printing to the
right of a bar code.
The format of a bar code print mask is as follows:
[Fieldname]:BAR*, Type, Height, ShowErrors:
Or...
(Calculation):BAR*, Type, Height, ShowErrors:
Or...
"String":BAR*, Type, Height, ShowErrors:
Where "Fieldname" is a valid field name in the database you
are printing from. "Fieldname" can also be a valid total
bucket name, string bucket name, or system field name.
Where "Calculation" is a valid PC-File calculation or
relational lookup.
Where "String" is any string of alphanumeric characters. Make
sure that the number and kind of characters are supported by
the bar code type you want to print.
Replace "Type" with a number, 1 through 14, to print the
desired bar code type. Refer to "Bar Code Type Numbers" below
for the appropriate number.
Replace "Height" with a number from 1 to 9 to print the bar
code that many lines high. This setting is ignored for ZIP+4
Postnet bar codes, which always print at a fixed height.
PC-File Version 7 Users Guide 198
Replace "ShowErrors" with a 1 to cause PC-File to print error
messages if it encounters problems when printing bar codes.
(See Bar Code Errors for details). Replace "ShowErrors" with 0
or omit to suppress printing of bar code error messages.
Bar Code Type Numbers
Bar Code Type Type Number
UPC-A 1
UPC-B 2
EAN/JAN-13 3
EAN/JAN-8 4
3 of 9 (Code 39) 5
Extended 3 of 9 6
Interleaved 2 of 5 7
Code 128 8
Codabar 9
ZIP+4 Postnet 10
MSI Plessey 11
Code 93 12
Extended 93 13
UCC-128 14
For example, the line in a PC-File language report to print a
field named ZIPCODE using the ZIP+4 Postnet bar code would
look like this:
[ZIPCODE]:BAR*,10,1:
The number 10 following BAR* tells PC-File to use Postnet bar
code. The number 1 to its right indicates 1 line high,
although this number can be omitted for ZIP+4 Postnet bar code
because Postnet only prints one height. Omitting anything to
the right of the height number, suppresses the printing of
error codes.
Another example to print a field CODE using UPC-A bar code 3
lines high and print error messages would look like this:
[CODE]:BAR*,1,3,1:
PC-File Version 7 Users Guide 199
The first number after BAR*, 1, indicates UPC-A bar code type,
3 tells PC-File to print the bar code 3 lines high, the 1 at
the end causes error messages to print if errors are
encountered.
To Print Bar Codes Using the Report Language Editor:
1.Choose Reports from the Print menu.
2.Choose New, if you are writing a report from scratch, or
choose Modify, if you are editing a pre-existing report to
print bar codes.
3.Choose Language, if you chose New in step 2, or choose
Language Editor, if you chose Modify in step 2, then choose
the report to edit.
4.Put a mask in the :BAR*, Type, Height, ShowErrors: format
after any field or calculation you want to print as a bar
code. Make sure only one bar code is printing per line, and
that nothing prints to the right of a bar code.
5.Choose OK and save the report.
6.Answer Print Options dialog box appropriately. See "The
Print Options" in Chapter 11 for more information on the
Print Options dialog box.
7.Choose OK to print.
Refer to "Using the Language Format" earlier in this chapter
for further details on using Language format.
Bar Code Error Messages
PC-File does not print bar code error messages for bar code
reports set up with the Row, Mailing Label or Free Form
formats. In this case, if PC-File encounters an error when
printing any record, it will not print that record's bar code.
You can use the Language Editor to modify bar code reports to
print error messages, regardless of the method originally used
to define them. To do this, insert a comma and a 1 at the end
of the :*BAR: print mask. For example, if the line in your
report format
originally looks like this:
[CODE]:BAR*,1,5:
Inserting a comma and a 1 after the 5, like this:
[CODE]:BAR*,1,5,1:
causes PC-File to print error messages when it encounters
them.
PC-File Version 7 Users Guide 200
The error message prints directly on the page or label in the
location where the bar code would have appeared had an error
not occurred. The error message is printed in this format:
BAR*x Error y
where "x" is the Bar Code Type Number (see the table of bar
code types above), and "y" is the Bar Code Error Number. The
following table explains the significance of each error
number.
Bar Code Error Message Numbers
Error Significance Number
1 Wrong bar code type number in :BAR*:mask
2 Length of input string is 0 or greater than 30
3 Length of text is greater than 30
4* Wrong printer number
5 Trying to print beyond the 250th column position on the page
6 Bar code height is greater than 20 (2") or less than 1
7* Checksum is greater than 2
8* Number of passes <1 or >5 on dot matrix printers
9 Wrong number of characters, or characters not supported by
bar code type
Error message numbers in the table followed with an asterisk
should not appear-PC-File does not allow you to control these
functions. In nearly all cases, the only error you will see is
"Error 9" which indicates that the data you are trying to
print does not meet the requirements for the chosen bar code
type. For example, you cannot encode Canadian Postal Codes
using the Postnet bar code format which requires 5 or 10 digit
zipcodes (no letters).
PC-File Version 7 Users Guide 201
CHAPTER 10 WRITING LETTERS AND MERGING DATA
PC-File's letter writing utility lets you combine word
processing and data retrieval to create form letters. You can
merge name and address information, as well as other data,
easily and quickly. This chapter tells you how to do it. For
information on printing letters, see Chapter 11, "Printing
Reports and Letters."
Overview
Form letters combine text from the keyboard and data from a
database. Thus, you can type up a basic letter, then merge in
name and address information, as well as other data, and print
out hundreds of "personal" letters. You can print out letters
for all or a selected group of your records.
PC-File uses the edit window for creating form letters. The
edit window is a basic word processing utility that provides
many of the same editing options available in other editors
and word processors. See Chapter 1, "Navigating in PC-File,"
for information on the editing tools usable in the edit
window.
You create a form letter just as you would a regular letter,
except that you enter commands where you want to insert data
from a database. When you print the letter, PC-File replaces
the commands with the data from your records.
Commands are also used to help format the letter. These
commands let you determine spacing, enter special printing
codes, and feed a new page through the printer at the right
time.
Text is typed into the letter just as it is with any word
processing program. The commands can also be typed in, but
must include special characters so that PC-File interprets
them correctly. Or you can have PC-File enter the commands by
choosing them from a menu.
Writing a Letter
Form letters include the text of the letter and the commands
that merge data and control formatting. Combining text with
these commands requires a bit of planning before you start.
Decide what information you want to pull from a database and
where you intend to place it in the letter. You may want to
sketch out the letter on paper first.
If you plan to use data from more than one database, decide
which database provides the majority of the data. Create the
letter with that database open. You can use relational lookups
to pull in data from the secondary database.
PC-File Version 7 Users Guide 202
Letter Writing Procedures
The basic procedures involved in creating a form letter are
outlined below. The specifics of entering mail merge commands
are covered in detail later in this chapter.
To create a letter:
1.Open the primary database. The primary database is the
database that will supply most or all of the data for your
letter.
2.Choose Print from the menu bar.
3.Choose Letters from the Print menu. A dialog box displays.
4.Choose New from the dialog box.
5.Accept the column width of 70 characters, or enter a new
width up to 120 characters. A width of 70 characters assumes
a 3/4 inch margin on each side if you are using 8.5x11 paper
and normal type. To increase the side margins, decrease the
number of characters.
6.Type your letter, including the appropriate mail merge
commands, in the edit window. You can type in the mail merge
commands yourself or, in most cases, choose the Insert
button to have PC-File enter the commands.
7.Choose OK when you finish.
8.Choose Yes when prompted to save the letter.
Choose No if you are sure you will only use it once.
9.If you choose to save the letter, enter a name in the dialog
box. You don't need to enter the extension, as PC-File adds
it automatically.
10. Enter a description (optional).
The Print Options dialog box appears. See Chapter 11,
"Printing Reports and Letters," for information on printing a
letter.
Letter Writing Guidelines
When you call up the letter writing utility to enter a new
letter, the Edit Window appears.
Use the edit window just as you would any other text editor or
word processing program. Text wraps automatically from one
line to the next as you type the letter.
Follow these guidelines as you type your letter.
PC-File Version 7 Users Guide 203
Top margin
The letter writing utility does not provide for a top margin
or header. You must determine the margin by inserting the
appropriate number of lines at the start of the letter. For
dot matrix and daisy wheel printers, drop down six lines for
each inch of top margin required.
Laser printers insert a three-line margin automatically, so
you should insert blank lines at the top for whatever margin
you want beyond three lines.
Side margins
Start your text in column 1. Don't try to increase your left
margin by moving your text in from column one. Instead,
determine your margins by increasing or decreasing the page
width when prompted by PC-File. If your letter prints too far
to the left or right on the paper, you can move the paper in
some printers. You can also move the copy, to the right only,
by increasing the number in the Left margin parameter in the
Print Options dialog box.
Bottom margin
Place a form feed (.FF) at the bottom of the letter. The form
feed kicks the letter out of the printer so that each letter
starts on a new page. If your letter appears to be fairly
long, determine the number of lines in the top margin and in
the letter itself, then subtract them from the page length. In
that way you can decide if you have enough room for a bottom
margin or need to extend the letter to two pages.
Multi-page letters
If your form letter runs to more than one page, place a form
feed (.FF) on the bottom of each page. The top margin of each
page begins on the line immediately following the form feed
for the previous page. You can include up to five pages in a
letter. Be sure to include a form feed at the end of the final
page.
Determining Where You Are
You can determine the current location of the cursor in the
letter writing edit window (and in the Free form report edit
window). This can be handy for lining up fields and
determining how many lines you have used.
To display the cursor location:
Press CTRL-W. A dialog box displays, indicating the current
row and column location of the cursor. Choose OK to return to
the edit window.
Spell Checking Your Letter
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You can check the spelling in your letter at any time by
choosing the Spell button on the bottom of the Letter editing
window. See Chapter 15, "Spell Checking" for details on how to
use the Spell Check dialog box.
Adding Mail Merge Commands
There are two ways to add mail merge commands to a letter:
1. Type them in.
2. Choose them from a dialog box.
You can type the commands in yourself, following the
formatting rules for entering the different types of commands
correctly. These rules are described in the sections on the
commands.
An easier method is to use the Insert button. With this button
you can have PC-File enter most of the available mail merge
commands for you.
Using the Insert Button
Use the Insert button on the button bar to have PC-File enter
merge commands for you. Choosing the button displays a list of
commands, from which you can choose the one you want.
To choose the Insert button, click on it or press ALT-I.
To have PC-File enter a command:
1. Place the cursor where you want to locate the merge
command.
2. Choose the Insert button from the bottom of the screen.
PC-File remembers the location of the cursor in the edit
window before you move it to choose the Insert button. A
dialog box displays.
3. Choose the appropriate option. For example, choose Data.
Another dialog box displays.
4. Choose a field from the dialog box. PC-File prints out
the field name at the cursor location on the letter. The
field name is formatted as a trimmed field.
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Of the options in the insert dialog box, Data and Keyed data
require additional information before they print a command to
the screen. The Data option requires that you choose a field
from the database. The Keyed data option displays a text box,
allowing you to enter a prompt for the operator. The remaining
options print commands directly to the screen. For the
IF...ELSE...ENDIF command, you must enter the IF expression
between the parentheses. You can erase the ELSE command if it
isn't
necessary.
You can enter other commands in a letter from the keyboard
that do not appear as options in the Insert dialog box.
However, they are less often used than those offered. All of
the commands are explained below.
Command Guidelines
Mail merge commands must be entered in a specific way in order
for PC- File to recognize that they are commands and not text.
If you use the Insert button, PC-File enters commands as they
should appear. If you type the commands yourself, be sure to
follow the rules described below.
Start all mail merge commands with a period.
Enter command words in uppercase letters. The exceptions are
database field names, calculations, and any message included
with a KEYIN command.
Place all formatting and IF commands on a line by themselves,
and begin these commands in the first column. Don't count the
lines used by the commands as part of a letter. PC-File reads
the commands, but eliminates the lines they occupy.
Types of Commands
Mail merge commands can be divided into five basic types:
Type Function
Data field commands Insert data from database fields
System field commands Allow for user input and insert
current date
Formatting commands Determine the format and design of
the letter
Calculation commands Enter the results of a calculation
IF commands Let you include or exclude text based on a
comparison
Each type of command is covered separately below.
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Data Field Commands
The most commonly used mail merge commands are the field
commands. Field commands add data directly from fields in your
database. For example, you would use a field command to enter
first name, last name, address, city, state, and zip code from
the respective fields in the database.
Field commands can be entered in uppercase or lowercase
letters. There are two formats:
Trimmed field Padded field
Trimmed Field
Extra spaces are removed from the end of data when you
designate a trimmed field. Thus, if the City field is 15
characters in length, but the city is Seattle, only the seven
characters in the city name are printed. The remaining eight
spaces in the field are removed.
This is the most commonly used format for letters, and is
practically a must in addresses, where you want the data in
the first name and last name fields, as well as the data in
the city, state, and zip code fields, to flow together. If you
use the Insert button to enter a field, it is formatted as a
trimmed field.
Trimmed fields are indicated with angle brackets around the
field name. Thus, trimmed fields are entered like this:
.<City>
The following example shows the use of trimmed fields in an
address. Spaces and punctuation are added where needed. For
example, one space is entered between the first and last
names. A comma and a space separate the city and state fields,
as is normally the case, while a space separates the state
from the zip code. The brackets and periods do not count as
spaces.
.<FNAME> .<LNAME> .<ADDRESS1> .<ADDRESS2> .<CITY>,.<ST> .<ZIP>
You can abbreviate the field name in trimmed formats, as long
as there is enough of the field name to identify it as unique
in the database.
Padded Field
Use a padded field when you want to retain all the spacing
within a field. This format is most useful when you want to
set up columns of data in your letter. The field length you
define in the letter doesn't have to be the same length as the
data entry field, but if you create a shorter field in the
letter, data that extends beyond that length is truncated.
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Padded field are indicated with square brackets [ ] around the
field name. Enter the number of characters between the
brackets that you want to allow for in the letter.
Padded field commands look like this:
.[Habitat ] .[Species ]
Use blank spaces after the field name to add the necessary
padding to the field command. Thus, if the field name is seven
characters long and the field itself is 15 characters long,
add eight blank spaces after the field name to give the field
the necessary spacing for the data.
You can abbreviate the field name in padded formats, as long
as there is enough of the field name to identify it as unique
in the database.
If you enter a field with the Insert button, it is formatted
as a trimmed field. Change the angle brackets to square
brackets to define the field as a padded field.
System Field Commands
System fields normally provide for automatic data from the
computer. For letters, you can have PC-File enter the current
date, or prompt the user to key in data during the printing of
each record.
Current Date
This command pulls the current date from your computer or
network system. It is handy when you plan to reuse a letter
and don't want to update the current date each time you print
it. Enter it in the format .<DATE*> or choose Current date
from the Insert dialog box. Be sure to enter the asterisk in
the field if you add it yourself. Otherwise, PC-File
interprets the command as a field command, and looks for a
field called DATE in your database.
Keyed Data
Use this command to set up a field that allows user input for
each record. While printing letters, the printer pauses and
displays the prompt (message) you entered as part of the
command. Press ENTER once you finish entering the message to
continue printing.
Choose Keyed data from the Insert dialog box to have PC-File
set up the keyed data command. PC-File asks you for the
message to prompt the user with during the printing of each
letter. Enter the message as you want it to appear on the
screen. For example, you could enter Type p.s. here.
To enter the command yourself, type both the command and the
message. For example, you could use the following command:
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.<KEYIN*Type a personal note here>
With the angle bracket format, you don't have to indicate the
field length of the user input. You can enter up to 65
characters for each letter. If you want to fix the length of
the potential input, use square brackets around the command.
Always use the asterisk (*) with the system commands, as
illustrated above.
Formatting Commands
As the name suggests, use these commands to format a letter.
The commands can remove unwanted blank lines, force a page
change, and set printer codes for special character formatting
such as bold or italics.
You can enter the more commonly used formatting commands from
the Insert dialog box. You'll have to enter the printer codes
yourself.
Formatting commands do not use brackets, but must be preceded
by a period and entered in uppercase letters.
Form Feed
The .FF or .FORMFEED command (use either format) tells PC-File
to skip to a new page. Use the command at the end of a one
page letter. Without the command, the page won't kick out
unless it also happens to be the last printable line of the
page. For letters with multiple pages, use the form feed at
the end of each page.
Always enter a form feed command on a line by itself and start
it at the left margin.
Conditional Page
The .CP n command skips to a new page, but only if there are
less than n lines left on the page. For example, the command
.CP 8 would skip to a new page only if there were less than
eight lines left on the current page. This command is useful
when you want to prevent a section of a letter from being
split between two pages.
Always enter a conditional page command on a line by itself
and start it at the left margin.
Reformatting Commands
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There are times where you need to reformat a section of a
letter to a particular width. For example, if you are printing
several fields of varying length in the midst of a paragraph.
The .REFORMAT nn (where nn is the width you want the following
lines reformatted to) and .ENDREFORMAT commands reformat the
paragraph to the specified width.
To use the .REFORMAT nn and .ENDREFORMAT commands surround the
paragraph to be reformatted. Each command should be placed on
a line by itself, and should start at the left edge. For
example:
.REFORMAT 55 If you have any questions, please call your local
sales office at: .<PHONE>. Your salesperson will be happy to
answer any questions you have. .ENDREFORMAT
This would reformat the paragraph to a width of 55. The
resulting paragraph would look something like this:
If you have any questions, please call your local sales office
at: 555-1234. Your salesperson will be happy to answer any
questions you have.
Do not surround more than one paragraph with the .REFORMAT nn
and .ENDREFORMAT or they will be reformatted into a single
paragraph. Use the commands around each paragraph you need to
reformat.
Line Compression (Begin group and End group)
The .GROUP, .EGROUP, and .EGROUP R commands are used to
compress out blank lines, most often in addresses. Addresses
can be formatted to accommodate four or five lines, but often
require only three or four lines. With the line compression
commands, blank lines resulting from empty fields are
compressed out.
Place the .GROUP command before and the .EGROUP command after
the body of text in which you want the blank lines removed.
Use .EGROUP R in place of .EGROUP if you want to relocate the
blank lines to the end of the grouping, thus maintaining the
overall line spacing. If you are entering the commands from
the Insert dialog box, you have to add the space and the R
from the keyboard.
The following example illustrates the use of the line
compression commands:
.GROUP
.<FNAME> .<LNAME>>
.<ADDRESS1>
.<<ADDRESS2>
.<CITY>,.<ST>> .<ZIP>
.EGROUP
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For those cases with no data in the ADDRESS2 field, the blank
line gets compressed out.
Always enter line compression commands on a line by themselves
and start the command at the left margin.
Printer Markers
Use printer markers to change character formatting within your
letter. Printer markers are available for many of the standard
print enhancements, such as bold, italics, and underlined
type. You have to enter printer markers from the keyboard;
they are not available from the Insert dialog box.
The available printer markers are:
.NORMAL
.CONDENSED
.BOLD
.ITALIC
.UNDERLINE
.PORTRAIT
.LANDSCAPE
.PROPORTIONAL
.DOUBLEWIDE
.USERn (where n is 1-5)
Enter a printer marker where you want a change in the font or
type to occur. Use the marker .NORMAL to return to the
default.
The following line taken from the sample letter illustrates
the use of a pair of printer markers.
...5-acre .BOLDRocky Mtn.NORMAL habitat for ...
You can enter a printer marker at the start of a letter to
enhance the entire letter. For markers such as .PORTRAIT and
.LANDSCAPE, you would normally do that anyway.
The .USERn printer markers are user-defined printer codes that
you can set in your configuration profile. If you think you
might use a particular print enhancement on a regular basis,
consider creating a user-defined code. Otherwise, you can use
ASCII decimal value for the code, described below. See Chapter
13, "Utilities," for information on user-defined printer
codes.
Miscellaneous Printer Codes
You can imbed printer codes other than those listed as printer
markers. To imbed these codes, use the ASCII command.
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For example, if you want to insert a superscript or subscript
character into a letter, you have to use the ASCII command.
You can also change the line spacing in this way. Normally,
line spacing is set to 6 lines per inch. You can change it to
8 lines per inch to accent a particular paragraph or tighten
up the entire letter.
The ASCII command follows this format: .A nn,nn . The .A is
followed by a space, then by the decimal values of printer
control characters, each separated by a comma. A space must
follow the last digit in the command. The space at the end of
the command is not printed. See your printer manual for the
printer codes and their respective decimal values.
Calculation Commands
Calculations can be used in letters in much the same way they
are used in reports. The answer to the calculation appears in
each letter at the prescribed location.
Use both angle brackets and parentheses to enclose
calculations, as shown:
.<(@Member_no,Donation,Member_no,Amount):$$,$##.##:>
This relational lookup pulls the data from the Amount field in
the Donation database by using the Member_no field common to
both the Members and Donation database.
Use print masks with calculations to specify the formatting.
In the above example, the print mask adds the dollar sign and
punctuation to the data. Enclose the print mask within colons.
Enter the closing angle bracket after the mask. Print masks
are explained in detail in Chapter 9, "Creating Reports."
All types of calculations supported by PC-File can be used in
a letter, including relational lookups. See Chapter 17,
"Calculations," for information on using calculations.
IF Commands
IF commands can be useful in letters to include or omit
information based on a comparison. For example, you can use an
IF to include a middle initial in a name when the field
contains data, but omit it and close up the space when the
field is empty.
IF commands also follow a set format:
.IF (add a comparison calculation)
Things to do if true (can be many commands long)
.ELSE
Things to do if not true (can be many commands long)
.ENDIF
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Every .IF statement must have a matching .ENDIF statement. The
.ELSE statement is optional. Always start the commands in the
first column of the letter.
The following example illustrates the use of an IF command in
a letter:
.IF (Middle = " ")
.<First>> .<Last>
.ELSE .
<First> .<Middle> .<Last>
.ENDIF
.<Address>
.<City>,.<State> .<Zip>
The comparison is always contained on the same line with the
.IF command. The .ELSE and .ENDIF commands must appear on
lines by themselves. For that reason, you can't include IF
commands within the body of a paragraph of text. The lines
used by the commands disappear when you print the letter.
Choose the option If, Else, Endif from the Insert dialog box
to have PC-File enter the command for you. PC-File prints the
three commands on separate lines. You can remove the Else
command if you don't use it.
Modifying a Letter
You can call up an existing letter and make changes to it at
any time.
To modify a letter:
1.Choose Print from the menu bar.
2.Choose Letters from the Print menu.
3.Choose Modify from the dialog box. A file selection dialog
box appears.
4.Choose the letter you want to modify from the list.
5.Accept the column width of 70 characters, or enter a new
width up to 120 characters.
6.Make your changes to the letter.
7.Choose OK when you finish.
8.Choose Yes to save the letter.
9.Accept the current description or enter a new one. The
modified letter is saved.
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CHAPTER 11 PRINTING REPORTS AND LETTERS
Reports and letters follow similar printing procedures and use
the same dialog box for setting printing parameters. This
chapter explains those procedures and parameters. In addition,
this chapter covers Printer setup, an option on the Print
menu.
Printing Procedures
PC-File simplifies the process of printing a report or letter.
When you get ready to print, the program displays the Print
options dialog box. Make all your necessary settings and
adjustments there. When you finish, you are ready to begin
printing.
Before attempting to print a report or letter, be sure your
computer is properly connected to the printer and that PC-File
is configured for your printer. For information on configuring
your printer, see Chapter 13, "Utilities," and the section on
printer setup later in this chapter.
NOTE: Printing graphs and multi-column labels follow separate
procedures. See Chapter 12, "Creating Graphs," for information
on printing graphs. See Chapter 14 for information on printing
labels created with PC-Label. See Chapter 15, "Tools," for
information on printing snapshot labels.
To print a report or letter, you can either choose an existing
report or letter or create a new one. In either case, PC-File
displays the Print options dialog box that allows you to set
the parameters for printing.
To print a report or letter:
1.Choose Print from the menu bar.
2.Choose Report or Letter from the Print menu, depending on
which one you want to print.
PC-File displays a dialog box. The options are the same
whether you choose reports or letters.
3.Choose Run from the dialog box.
If you are creating or modifying a report or letter before
printing, choose the appropriate option. When you finish,
the Print options dialog box displays.
4.Choose the report or letter from the file selection dialog
box.
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The Print options dialog box displays.
5.Set the options you want and choose OK.
If you are printing a report, the settings are saved to a
file, named reportname.ANS. The settings become the default
the next time you print the report.
If you are printing a letter, the settings only pertain to
the current printing. The program default settings display
the next time you print the letter.
6.What happens next depends upon your settings in the Print
Options box.
If you chose to print Some records, PC-File prompts you to
conduct a search for the records you want to print.
If you chose to print to disk, PC-File prompts you to enter
a path and file name.
If you checked the Do Subtotals box, PC-File prompts you to
enter the field or calculation that triggers the subtotal.
7.If you are printing to a printer or to a file, PC-File
displays the first record on the screen and prompts you to
choose Yes, No, All, or Quit.
This prompt displays for two reasons. First, it allows you to
choose a selected group of records for which there is no
precise selection criteria. In other words, you can print a
random group of records. Secondly, if you have defined a
selection criteria, it lets you assure yourself your criteria
is correct by viewing your records. Once you feel certain you
have chosen the right records, you don't have to look at the
rest.
8.Choose Yes to print the record and display the next.
9.Choose No to skip the current record and display the next.
10. Choose All to print the current record and all the
remaining records that meet the selection criteria without
any further prompting.
11. Choose Quit to stop printing the report or letter.
If you are printing to the screen, PC-File displays the report
or letter without prompting you.
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The Print Options
PC-File displays the Print options dialog box when you are
ready to print a report or letter. Set your printing
parameters there.
The setting options are the same for both letters and reports,
but PC- File handles the two features differently. This is
because reports are often run repeatedly, while letters are
more likely to be used only once.
When you print a report, PC-File remembers the settings from
the Print options window and places them in a file. The file
is named reportname.ANS. The settings are then used as the
default anytime you print that particular report. Presumably,
you would not have to reset any of the parameters. If you do
make a change, that becomes the new default.
For letters, PC-File doesn't retain the settings and doesn't
create a file for them. After you print a letter, PC-File
replaces your settings with the program default. Thus, if you
want to double-space a letter, you have to set the line
spacing parameter to 2 each time you print the letter.
Each parameter in the Print options dialog box is explained
below.
Print
You can choose which records in your database you want to
print. Choose All records to print all the records in your
database; choose Some records to select certain records. If
you choose to print Some records, PC-File prompts you to
select the records by conducting a search. See Chapter 7,
"Finding and Modifying Data," for information on conducting a
search.
You can also print selected records for which there is no
specific criteria. For example, you may want to print letters
to send to a few members chosen at random from the database.
To do this, choose All records. When you get ready to print,
the records display one by one on the screen for you to
select. Choose the records you want to print. You can follow
the same procedure after choosing Some records if you want to
pick out selected records from within a specific subgroup of
your database.
The program default is All records.
Output
PC-File can print a report or letter to the printer, screen,
or to a file on the disk. To select the output device, choose
the appropriate option. Only one option can be selected at a
time. The program default is Printer.
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If you select Printer as the output device, PC-File prints to
the printer port selected in the configuration profile or in
Printer setup.
If you print to a file on the disk, PC-File prompts you for
the drive, path, and file name. Enter the output file
specifications in the dialog box. For example, you might type:
c:\pcfile\sample\temp.txt.
The file printed to disk is an ASCII file.
Subtotals
Subtotal breaks allow you to separate groups of related
records in a report. You can then print subtotal values for
each group, or you can just separate the groupings by
inserting blank lines or page breaks between them.
Creating subtotal breaks is a two-part process. The first part
involves creating a Subtotal section within the report and
defining the action that will occur. See Chapter 9, "Creating
Reports," for details. For the second part, select the
Subtotals option button in the Print options dialog box,
choose OK, then name the break. A subtotal break can be a
field, a portion of a field, or a calculation.
Normally, a break is a field or partial field. Whenever the
data in the break field changes, a new subtotal grouping is
triggered. The following example shows a subtotal break on the
first letter of the last name. When the first letter changes,
a blank line is inserted to break up the names.
A subtotal break can produce a simple break or a break with
subtotals.
Subtotal breaks can also be based on calculations. You can use
the same information in the above example, but break it on a
calculation based on the amount of the donation. The subtotal
break calculation is (Amount >150). The result is illustrated
below.
PC-File allows up to nine levels of subtotal breaks. For
example, you could subtotal by product within salesperson
within department within division. In general, the primary
subtotal level should be the current index field.
After you choose how to perform subtotals, PC-File lets you
choose whether you want to print the data from the break only
once when it changes or every time it appears. This is called
group highlighting. Turning group highlighting ON prevents the
data from being repeated over and over. Group highlighting
works on every subtotal level. In the previous two examples,
group highlighting is turned off. The following example shows
the Donation report subtotaled on Member_no with group
highlighting
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turned on.
In addition to group highlighting, PC-File provides the
option, "New Page After Subtotals." Choosing this option
causes your report to feed to a new page at the end of each
level 1 subtotal break. You must use the Language format to
set up more sophisicated paging when performing multiple level
subtotal breaks. See the section, "Subtotal Report Commands"
in Chapter 9, for details.
The default is for subtotals to be turned off. When the
setting is turned off, the Subtotal section of the report is
ignored. The subtotal setting is always ignored when you print
a letter.
To set subtotal breaks:
1.Select the Subtotals option button.
2.Choose OK when you finish with the dialog box.
3.Enter the primary subtotal break. You can choose a field
name or enter a calculation into the text box and press
ENTER.
4.Repeat step 3 for any additional subtotal break levels. You
can enter up to nine levels of subtotal breaks.
5.Choose Cancel when you finish entering breaks.
6.Choose Group Highlighting or New Page After Subtotals, if
desired.
7.Choose OK.
PC-File prints the report to your specifications.
Pause Between Pages
If you feed paper into your printer manually, select the Pause
Between Pages option button on the Print Options dialog box.
The program will pause after each page, allowing you to insert
a new sheet of paper. Press any key to start printing again.
The program default is No Page Pause.
Flip Data
PC-File normally flips the data in a field containing the flip
character, a tilde (~). This is indicated by the Flip Data
option button on the Print Options dialog box. You can
suppress the flip action by selecting the Don't Flip Data
option button instead.
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For example, if a name field contains data entered in the
format LASTNAME ~FIRSTNAME, and you leave Flip Data on, PC-
File prints data in the order FIRSTNAME LASTNAME. If you
select Don't Flip Data, the data in the field remains in the
LASTNAME ~FIRSTNAME format. The tilde prints as part of the
data.
The program default is Flip Data. If you have no fields
containing tildes, this setting is ignored.
Normal Type/Condensed Type
PC-File can print a report using one of two pre-defined print
sizes. These sizes are determined in your configuration
profile, based on the printer you choose or the user codes you
set.
Condensed type is most useful for reports that are wider than
the normal carriage width. Normally, you should use condensed
type if your report exceeds 80 characters in width. Otherwise,
the printer will either wrap each line of the report to the
next line or it will print off the edge of the paper.
Most printers other than daisy-wheel printers are set up to
handle normal and condensed type. However, you can enter new
printer codes in your configuration profile so that the normal
and condensed options actually produce some other type style.
For example, you can enter printer codes for condensed type
that will print a larger type size or a landscape format.
The program default is Normal Type, in which case your report
or letter prints in normal type. Select the Condensed Type
option button to print in condensed type.
Number of Copies
You can print up to 99 copies of your report or letter in one
printing. If you have a multi-page report or letter, PC-File
normally prints the entire document before it begins the next
copy.
Enter the number of copies you want to print. The default is
1.
Line Spacing
You can set the line spacing in a report or letter. For
reports, the spacing only affects the Detail section. For
letters, the entire letter is affected, including the name and
address.
Enter 1 to single-space the report or letter. Enter 2 to
double-space it. The default is 1.
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For reports, enter 0 to prevent the Detail section from
printing. This is useful when only the subtotal or total
information is required.
NOTE: If you want to double space the body of a letter, but
not the name and address, you must enter the extra line
spacing directly into the letter itself.
Left Margin
The Left margin parameter lets you add extra spaces to the
left side of your report or letter, beyond the normal left
margin. This is especially useful if you have a narrow report
that you want to center. For example, if you print a phone
listing that includes just names and phone numbers, you could
increase the left margin to center the two columns of data.
The program default is 0.
Page Length
The page length setting makes it easy to adjust the length of
your report or letter for different size paper and different
types of printers without changing the configuration profile.
To change the number of lines per page, enter the new page
length. The default is 66 lines per page.
For reports, PC-File calculates the number of lines of Detail
per page by subtracting the number of lines in the Heading and
Footing sections from the page length. To adjust your top and
bottom margins, edit the report format and change the size of
the Heading and Footing sections.
Laser printers usually require a page length of 60 lines when
printing in portrait mode and 45 lines in landscape mode. Dot
matrix and daisy wheel printers normally use 66 lines. For
legal size paper, the page length is 78 for laser printers and
84 for other printers. You can determine the number of lines
per page by multiplying the page length in inches times the
number of lines per inch.
The program default is 66.
NOTE: If each page of your report or letter prints higher on
the page than the previous one, increase the page length; if
it prints lower, decrease it.
Start at Page #
Normally, printing starts on the first page of a report. This
setting lets you start printing on a later page.
For example, if you have already printed part of the report
and need to restart printing (after a paper jam, for example),
this permits you to skip over what has already been printed.
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NOTE: Don't change your selection criteria midway through
printing a report or set of letters. PC-File uses the original
selection criteria for printing.
The program default is 1.
Printer Setup
Use the Printer setup option on the Print menu to override the
printer defaults in the current configuration profile. These
default settings include page length, printer, and printer
port. This option is most useful if you only need to change
printers or page lengths on rare occasions. If you need to
change settings on a regular basis, it is recommended that you
define an auxiliary configuration profile. You can then load
that profile when you want to change your settings. Refer to
Chapter 13,
"Utilities," for information on auxiliary profiles.
Changes made using the Printer setup option remain in effect
only during the current session in PC-File. The settings are
overriden if you load another configuration profile.
To change your printer defaults temporarily:
1.Choose Print from the menu bar.
2.Choose Printer setup from the Print menu.
The printer setup dialog box displays.
3.Set the options you want.
4.Choose OK.
Your printer options are adjusted for the current session
based on your settings.
NOTE: The Page length setting in the Print options dialog box
overrides the setting defined with the Printer setup option.
Be sure to check that the settings match when you print your
report or letter.
Common Printing Problems
This section lists some of the common problems that occur with
printing reports and letters, and offers suggestions on how to
correct them. Most of the problems relate to reports only,
though some refer to both reports and letters.
Bad Report Format Message
If PC-File does not recognize a field name or names in a
report or letter when asking to print them, a message displays
in this format:
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Bad Report Format Field: fieldname
where "fieldname" is a field in your report or letter.
This occurs when:
A field name is spelled incorrectly in the report or letter
The report or letter was defined for a different database
(with different field names)
The name of the field has changed since the report or letter
was defined
To correct the problem, first check to make sure the report or
letter was defined to go with the current database. Then check
the field name in the document with the field name in the
database. You can run a database description (from the
Utilities menu) to get a complete list of the database fields
if necessary.
If the Bad Report Format message displays when trying to print
a system field, check to make sure that the system field name
is followed by an asterisk and that the system field name is
entered entirely in uppercase letters.
The Document Creeps Up or Down the Page
There are several reasons why a report or letter might creep
up or down the page.
Incorrect page length
Check the Page length setting in the Print options dialog box
to see that it is correct. Generally, if the report is
creeping up the page, you should increase the page length. If
the report is creeping down the page, you should decrease it.
Report too wide
The printer may be wrapping information from one line to the
next. This happens when the report is too wide for your
printer to print. (This is seldom a problem with letters.) To
correct this problem, edit the report using the Language
format option. Insert a new line with the /1 command after the
command to print the last field that fits on one line.
Alternatively, you may be able to print the report in
condensed print so that all columns fit on one line.
Missing line feeds
The report may not have a /1 command at the end of each
section. Generally, every section should end with at least one
/1 command. The only exception to this rule is if the section
ends with a .FF. You can edit reports with the Language editor
to make sure the line feeds are in place.
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Missing Footing section
Generally, every report should include a Footing section with
at least one line feed command (/1) at the end. The only
exception is when the report contains only a Detail section
and is designed to print on continuous form labels or cards.
The Report Prints on the Perforation
There are three reasons why PC-File might print on the bottom
perforation.
Missing or incorrect Footing section
The report does not have a Footing section, or the Footing
section is not defined to print a bottom margin (blank lines).
The number of blank lines at the end of the Footing section
determine the bottom margin of each page. Edit the report and
add the following line in the Footing section:
/6
If the report already has a Footing section, add six line
feeds (/6) at the end of the section. This gives you a one-
inch bottom margin. You can increase the number of line feeds
to lengthen the bottom margin, or decrease it to shorten the
bottom margin.
PC-File determines how many lines of data to print per page by
subtracting the number of lines in the Heading and Footing
section from the page length. For example, if the page length
is 66 and there are 4 lines in the Heading section and 5 lines
in the Footing section, PC-File prints 57 lines of data per
page.
Do not use the .CP command in the Detail section to determine
the bottom margin. The .CP command is used only to prevent
data from being split between two pages.
Incorrect page length
Check to see that the page length is correct. Refer to the
section "The Report Creeps Up or Down the Page" above for more
information.
Incorrect page alignment
The initial page alignment may be incorrect. To ensure the
initial page alignment is correct, the printer should be
aligned to the top of the page before printing begins. Do not
manually move the paper in the printer. Use the buttons on the
printer to move the paper. You can also align the paper in the
printer, turn the printer off, then turn the printer on to
reset the printer to the top of the page.
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On laser printers, make sure the Form feed light is not on
before you start printing.
Nothing Prints on the Report or Only Headings Print
There are four possible reasons why no data prints on the
report.
Incorrect line spacing setting
Check the Line spacing setting in the Print options dialog
box. To print the data from individual records, line spacing
must be set at 1 or higher. If you set the line spacing at 0,
data from individual records is not printed; only the Cover,
Heading, Subtotal, Total, and Footing sections are printed.
Report incorrectly defined
Make sure the report is defined correctly. The commands to
print data from individual records must be in the Detail
section. Refer to Chapter 9, "Creating Reports," to make sure
you have defined the rest of your report correctly.
No records meet selection criteria
If you are printing some records rather than all of them,
check to see that you haven't narrowed the range so much that
no records meet your selection criteria. Try printing the
report selecting all records. If nothing prints, investigate
the other possible reasons.
Damaged file or index
The index or data file may be damaged. Rebuild the indexes or
run the Repair option from the Utilities menu. However, if you
can view your records while browsing, this is not the reason.
The Heading Only Prints on the First Page
There are two possible reasons why the heading information
only prints on the first page.
1.Heading incorrectly defined
The heading information is defined in the Cover section
instead of the Heading section. The Cover section is only
printed once at the beginning of the report.
2.Footing incorrectly defined
If you have a Heading section, you must have a Footing
section. If nothing else, at least enter a line feed (/1) in
the footing section.
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CHAPTER 12 CREATING GRAPHS
You can create visual representations of your data with PC-
File's graphing option. PC-File walks you through the process
step by step. Once you have created a basic graph, you can
switch between several different types, including line graphs,
bar graphs, and pie charts.
Graphing Your Database
PC-File can give you a graphic view of your data. Graphing can
be an especially powerful way to present data because it
allows you to summarize large volumes of data in an easily
understood picture.
You can create several types of graphs-line graphs, horizontal
and vertical bar charts, pie charts, scatter charts,
overlapped bar charts, and cumulative bar and line graphs. And
once you create a graph, you can switch back and forth between
the different types to find the one that best displays your
data.
You can also add a grid, calculate and display an average, and
determine and show smoothed averages.
Graphing data can seem a bit intimidating to an inexperienced
user, but, in fact, it can be a lot of fun. So don't be afraid
to give it a try. PC-File walks you through the process of
creating a graph step by step. It usually only takes a minute
or two to create a graph, so if you make a mistake, you can
try it again.
System Requirements
The PC-File graphing utility will display a graph on most
monitors and print a graph on most printers in use today.
However, check the following requirements to see that your
equipment meets the minimum needs of the program.
Monitors
The following monitors support the PC-File graphing utility:
Hercules or Hercules-compatible monochrome
CGA
EGA
VGA
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The graphing utility runs "as is" on a color monitor. However,
if you have a Hercules or Hercules-compatible graphics card
and a monochrome monitor, you must run a special program
before you can produce graphs. The program is called
MSHERC.COM. It is included with PC-File and is automatically
loaded onto your hard disk when you install PC-File.
If you intend to work with the graphing utility and have a
monochrome monitor, you need to run MSHERC.COM before you
start PC-File. To run the program, type msherc at the DOS
prompt and press ENTER. The program runs through quickly and
returns you to the DOS prompt.
If you use the graphing option regularly, enter the command
MSHERC in your AUTOEXEC.BAT file. The program will run
automatically each time you boot up. Refer to your DOS manual
for more information on the AUTOEXEC.BAT file.
Printers
Graphs created with PC-File can be printed on the following
printers:
Epson (FX) dot matrix
Epson (MX) / IBM dot matrix
Okidata dot matrix
HP Laserjet
PostScript printers
For other printers, you may be able to use the DOS GRAPHICS
command to print graphs as they appear on the screen. See your
DOS manual for information on using this command.
Graphing Concepts
During the process of defining a graph, PC-File introduces a
number of concepts that may not be completely clear to the
user at first glance. These concepts are explained in detail
below.
Subtotals and Totals
You must choose between graphing subtotals and totals during
the process of defining a graph. The difference is fairly
straightforward. Choose Subtotals if you want to graph the
data within a field or within several fields. Choose Totals if
you want to compare the totals of two or more fields. In other
words, if you want to graph records within a field or fields,
choose subtotals; if you want to graph a summation of all the
records from several fields, choose totals.
Values and Counts
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During graph definition, PC-File asks you to choose between
accumulating Values or Counts. Values refers to the actual
data in the database that you are graphing. Counts refers to
the number of records being graphed.
In most cases, you want to choose values. If you are graphing
sales by each employee, zoo attendance by year, or increases
in the captive snow leopard population, you are graphing data
from a database and should select Values. Values should always
be numeric.
It is much less likely that you would choose counts. If you
wanted to count the number of sales made by each employee,
rather than total the sales themselves, you would choose
counts. In that case you would graph the number of records,
with each record representing a sale, rather than the sales
data itself.
Counts are also useful when the data is not numeric. For
example, if you want to graph the number of members that lived
in each state, you could just count the records by state.
Graph Titles
PC-File prompts you to enter four titles for the graph. These
titles include the main graph title, a subtitle, a category
heading and a variable heading. The placement of these titles
is illustrated below.
The title and subtitle always appear above the graph. They are
synonymous with a report title and subtitle.
The variable heading normally appears on the vertical axis of
the graph. It describes the data of the fields you are
graphing. For example, if you are graphing sales by month,
sales would be your variable heading.
The category heading normally appears along the horizontal
axis of a graph. It often describes the contents of the field
that you choose for the subtotal break (which is described
below). For example, if you are graphing sales by month, month
is the field on which you categorize the data, and is your
likely category heading.
Exceptions to the rules are horizontal bar graphs and pie
charts. In horizontal bar graphs, the headings are reversed.
In pie charts, the variable heading normally displays as a
description beneath the chart and the category heading is used
with a legend on the side. The legend provides a description
for the wedges of the pie.
The titles are case sensitive, and thus appear just as you
enter them.
All titles are optional. Press ENTER to skip a title.
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Subtotal Breaks
If you graph subtotals, PC-File prompts you to choose a
subtotal break. The subtotal break is normally the field by
which you are grouping your data (it can also be a
calculation). In that way it is very similar to a subtotal
break in a report.
Normally, the subtotal break is the field plotted along the
horizontal axis of the graph. This is the same field on which
you based the category heading. The subtotal break is usually
not a field that you are graphing.
If you are graphing sales by month, the break field is month.
If you are graphing sales by department, the break field is
department.
Types of Graphs
There are four basic kinds of graphs that you can create in
PC-File. Read the descriptions below to help you decide which
kind you want to use for the data you are graphing. However,
once you define a graph, you can switch back and forth between
various graph types, using the same selected data. In that
way, you can often tell which is the best representation of
your data.
Line Graphs
In general, line graphs are useful for seeing trends-increases
or decreases-over time.
Line graphs can also be used to plot engineering or scientific
data. How temperature readings in one city vary over several
months, or how a car's gas mileage changes as the r.p.m.'s
increase are two simple examples of possible uses for line
graphs.
Scatter Graphs
Scatter graphs are very similar to line graphs. (Line graphs
are actually scatter graphs with lines drawn between the
points.) Scatter graphs are most useful when you have a lot of
points to plot. As a general rule, if you will be plotting
more than 20 points, a scatter graph or line graph will give
you a clearer visual summary of your information than one of
the other graph formats.
Pie Charts
Pie charts are the least flexible of all the graph choices.
They are primarily used to compare or show percentages. If you
want your graph to answer the question, "how much of the pie
did this person/these people get?" you probably want a pie
chart.
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Pie charts are not good if you will be plotting many fields,
or if you will have many subtotal breaks. A pie chart becomes
cluttered and hard to interpret with more than 10 or 15
wedges.
Bar Graphs
Bar graphs are one of the most versatile of all the graph
formats. Like pie charts, they are useful for visual
comparison, but instead of showing you a percentage, bar
graphs show actual numeric amounts. Like line graphs, you can
use bar graphs to show trends by plotting the values of one or
several fields' data over time.
The strong point of bar graphs is their ability to show
numerical amounts, be it dollars, time, mileage, etc. The
choice between horizontal or vertical bar graphs is strictly a
matter of preference. You can easily switch between either
style to decide which you prefer.
Defining a Graph
Before you begin to define a graph, you should know:
Which fields you are graphing
Whether you are graphing subtotals or totals
If graphing subtotals, which field or fields will serve
as the break
Whether you are using values or counts
You might find it handy to sketch your graph on paper first.
Draw a basic graph, indicating which fields you want to use
and how the data will appear when graphed. Decide on the
titles and headings. With your sketch in front of you, the
actual process of defining a graph on the screen will take
only a few moments.
To define a graph:
1.Choose Print from the menu bar.
2.Choose Graphs from the Print menu.
3.Choose New from the dialog box listing the operations. A
file selection dialog box displays.
4.Enter a file name for your graph in the text box. Choose OK.
PC-File prompts you to choose how the data should be
summarized.
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5.Choose one of the four options. For example, if you are
graphing totals rather than subtotals and counts rather than
values, choose the fourth option, Total Counts. PC-File
displays a field selection dialog box.
6.Choose the fields you want to graph, in the order you want
them to appear on the graph from left to right. PC-File
displays a dialog box asking you to enter the titles and
headings for the graph.
7.Enter the Title, subtitle, and headings in the appropriate
text boxes. Press ENTER to skip any of the titles. Choose OK
to continue.
8.Choose a default graph type. You can switch types later if
you want. PC-File prompts you to save the graph.
9.Choose Yes to save the graph or No to run the graph only
once.
10. PC-File displays another field selection dialog box.
11. Choose the subtotal break.
12. Choose to graph all or some records.
13. Perform a search if you chose some records. PC-File
displays the first record and asks if you want to output
this record.
14. Choose Yes to graph this record and display the next.
Choose No to skip this record and display the next. Choose
All to output this and all remaining selected records
without further prompting. PC-File displays the graph on the
screen. Instructions for using
15. the menu commands on the graphing screen are covered
below.
Viewing and Printing a Graph
Once you have displayed a graph on the screen, you have
several options:
Switch to a different type of graph Add one or more of the
optional features Print the graph
To perform any of these actions, use the menu. Press the
letter M to display the menu. There are two menu lines, as
shown below.
The General menu, on the top line, remains the same no matter
which graph type is displayed. The Type menu, on the bottom
line, varies, depending on the type of graph displayed. The
name of the menu also varies, depending on the type of graph
currently displayed. For example, in the above screen, the
menu is called Bar because a bar graph is displayed.
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To choose an option from either menu line, press the letter
indicated. You can choose options in this manner whether or
not the menu is displayed.
NOTE: The mouse is inactive within the graphing utility, so
you must use the keyboard to choose menu options.
The General Menu Options
Of the nine options on the General menu, use the last five -
Pie, Line, H(orizontal) bar, V(ertical) bar, and Scatter - to
switch between the different graph types.
Choose Quit when you finish to leave the graphing utility and
return to the PC-File menu bar.
The first three options on the General menu, Output, Color,
and Menu, are explained in detail below.
Output
Choose Output to print the graph. There are several steps
involved in printing. During printing, the menu bar, if
currently displayed, is removed from the screen and is not
printed.
To print a graph:
1.Choose Output from the General menu.
2.Choose Portrait, Landscape, or GIF from the dialog box that
displays.
Portrait prints the graph in the normal vertical manner.
Landscape rotates the graph 90 degrees and prints a somewhat
larger image of the graph. If you are making overhead
projector view foils, you probably want to use landscape.
The GIF format produces a graphics file that can be imported
into documents in most word processing or desktop publishing
programs. GIF files are in a standard graphics format that
is compressed to minimize the amount of disk space used. PC-
File defines GIF files with names like PCG2_nnn.GIF, where
nnn is a number such as 001. GIF files are defined to the
current directory.
3.If you chose Portrait or Landscape, choose the output
printer from the list that displays.
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Choose Epson for Epson FX and LQ model printers only. Choose
IBM for IBM printers, Epson MX model printers, and Okidata
printers set to IBM mode. Choose Okidata if your Okidata
printer isn't set to IBM mode. Choose Laserjet for all HP-
compatible laser printers. Choose PostScript for all
printers with a PostScript driver. We recommend that you use
PostScript if you have it. It produces the best quality
output of all the options available.
4.For PostScript only, another menu displays.
Choose an option from this menu.
Decide whether you are printing to a file or to the printer,
then choose between pattern fill or gray fill.
Pattern fill produces various patterns in the rectangles of
bar charts and the wedges of pie charts, while gray fill
colors those same areas in shades of gray. Choosing gray
fill results in a much faster printing operation.
As the graph prints, the screen colors change to their
"negative" colors to show the progress of the printing
process. When creating Postscript output, the graph is redrawn
on the screen twice.
When printing is completed, the graph is redrawn on the screen
and the menu redisplayed (depending upon the state of the M
toggle.)
NOTE: If you are printing a Pie chart, it is redrawn on the
screen when you select the orientation of the output. The
aspect ratio defined for the selected orientation is used.
Color
Some colors may not show up clearly on your screen. The Color
option allows you to select those colors which show up best,
and also permits you to select the foreground and background
colors. Your selections are saved to a file, called PCG2.ASP,
and used in future graphing operations.
NOTE: The Color option has no effect if you are using a
monochrome or CGA screen, both of which display in black and
white. CGA monitors display in black and white because the
resolution is at its maximum in that mode.
To change colors:
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Choose Color from the General menu. PC-File displays a dialog
box. Adjust the background and foreground colors if you want.
Press B repeatedly to run through the available background
colors, and press F repeatedly to run through the foreground
colors until you have the color combination that you prefer.
Turn any of the detail colors off. To turn a detail color off,
press the number that is displayed to the left of the
respective color bar. An N is displayed to the right of the
bar when the
color is turned off. Press the number again to turn it back
on. You can press Q at any time to go back to your graph and
view the current colors. Press C to return to the color
screen. Press Q to return to the graph when you finish.
Menu
The Menu option toggles the menu display on and off. When the
menu lines are not displayed, the message (press M for menu)
is shown at the lower-right of your screen. You can press
SHIFT-F1 to remove this message.
The menu lines do not need to be displayed for you to choose
any of the menu options. (When you print the graph, the menu
lines are removed for you automatically.)
The Type Menu Options
Use the options on the Type menu to enhance your graphs. You
can add a grid, display a calculated average, display smoothed
averages, or replot your graph on a logarithmic scale.
There are 14 enhancement options. The options available on the
Type menu vary, depending on the type of graph currently
displayed. Only those options that appear on the menu for the
current graph can be used.
All of the options are explained below.
Bound
You can change the scale of a graph with the Bound option.
This is done in three steps.
First, edit the GRAPH.ME file, using any text editor or word
processing program that saves standard ASCII (non-formatted)
files. Insert a one-line BOUND command before the first TITLE
line in the file. Use the format
BOUND:Xh,X1,Yh,Y1,0,Ch
where
Xh is the maximum X axis value X1 is the minimum X axis value
Yh is the maximum Y axis value Y1 is the minimum Y axis value
0 (zero) is required Ch is the maximum cumulative value
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For example, to set the scale of the Y axis so that the
maximum value is 500 and the minimum value is 1, and the
maximum cumulative value is 5000, use the command
BOUND:0,0,500,1,0,5000
Second, after saving the edited GRAPH.ME file, run the
graphing utility in stand-alone mode, from the DOS prompt.
Making sure you are in the directory that contains both the
PCG2.EXE file and the GRAPH.ME file, type pcg2 at the DOS
prompt and press ENTER. When the graph is displayed, the old
scale is still in effect.
For the third step, choose Bound from the menu. The graph
displays with the new scale in effect. Use the Bound option as
a toggle to switch between the normal scale and the scale
specified in the GRAPH.ME file.
The Bound option is available with line, scatter, and bar
graphs.
Log
Choose the Log option (by pressing the letter T) to change the
scale along the vertical axis to a logarithmic scale. Choose
Log again to return to the normal scale.
The Log option is available with line, scatter, and bar
graphs.
Grid
Place grid lines on your graph by choosing the Grid option.
Remove the grid lines by choosing Grid again.
The Grid option is available with line, scatter, and bar
graphs.
Xchg
If you are using multiple variables in your graph, you can
switch the way the data elements are displayed with the Xchg
option. Choose Xchg to swap the elements. Choose it again to
return to the original graph.
The Xchg option is available with all types of graphs.
Cum
Use the Cum option to produce cumulative line and bar graphs.
This option is most useful when you have multiple variables.
The Y value of the points for each group at a given position
on the X axis are totaled to produce this graph.
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The Cum option is a toggle. Choose the option once to produce
the cumulative graph, choose it again to return to the normal
graph.
The Overlap and Log options become inactive when you display a
cumulative graph. The Cum option is available with line and
bar graphs.
Avg
Choose the Avg option to draw a line across the graph showing
the average or mean of all the data. This lets you see which
points are above the average and which are below.
To remove the average line, refresh the current graph format.
For example, if you are viewing a scatter graph, press S to
display a new scatter graph without the line.
The Avg option is available with line, scatter, and bar
graphs.
Overlap
The Overlap option lets you produce a somewhat more
aesthetically pleasing bar graph, in which the bars within a
group overlap each other.
Press E to overlap the bars; press E again to return to the
non- overlapped graph.
Overlap is inactive for cumulative bar graphs.
Fit
To display the trend of your data, choose Fit. This option
uses the method of least squares to calculate the regression
line.
To remove the line, refresh the current graph format by
choosing the format again.
The Fit option is available with line and scatter graphs.
(0-9)Smoothed Avg
Smoothed averages are used to show trends when you have a lot
of data which varies considerably.
Unlike the average line, which shows a single average of all
the data, a smoothed average is produced by calculating an
average for each point on the graph based on the values a
specified number of data points to the left and right of that
point.
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The number you select (from 0 to 9) controls the amount of
smoothing used. The number chosen is the number of points to
the left and to the right that are included in the smoothed
average. For example, if you press 2, then 2 points to the
left, the current point, and 2 points to the right are
included in the average for each plotted point. The higher the
number you choose, the greater the amount of smoothing.
Choosing 0 means that no points to the right or left are
included in the average and you essentially duplicate a line
graph. Choosing 9 on a graph with just 9 data points is the
same as choosing the Avg option.
You can display as many smoothed averages on your line or
scatter graph as you want. To remove the lines, refresh the
current graph format by choosing the format again.
Aspect
The Aspect option is used to make your pie charts round, both
on- screen and printed. This option works by letting you
adjust the aspect ratio of the circle. Aspect ratio is the
ratio of height to width. If your pie charts appear elliptical
rather than round, adjust the height and width with this
option.
When you choose Aspect, PC-File displays a screen with a
circle enclosed in a box. Use this screen to adjust the
roundness of the pie chart on your monitor only. To adjust the
roundness of a printed pie chart, press P for Portrait or L
for Landscape, depending on which format you plan to use. In
either case, a similar screen displays. However, all three
screens are separate and adjust the aspect of the pie for
their respective uses only: the monitor, portrait print, or
landscape print.
In all three cases, use the arrow keys to adjust the
horizontal and vertical dimensions until the circle appears
round and the box appears square. The box makes it easier to
tell if the dimensions of the circle are correct.
The right arrow increases the width
The left arrow decreases the width
The down arrow increases the height
The up arrow decreases the height
Whichever arrow key you depress, hold it down for a few
seconds. The degree of change with each keystroke is very
slight, so you have to give it time to change. This allows you
to really fine-tune the circle.
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If you correct the aspect ratio for either portrait or
landscape printing, you can print out a test circle to check
it. With the respective screen in view, press P to print.
Choose your printer from the menu that displays. The line
inside the circle helps you differentiate between vertical and
horizontal on your screen versus your printed output.
Press Q to exit from the screens and return to the pie chart
itself. Use the Output option to print the chart with the
corrected aspect ratio.
The aspect ratios are saved to the file PCG2.ASP and used in
future graphs.
Wedge
You can emphasize specific slices of a pie chart by pulling
wedges of the pie away from the center. If you are displaying
multiple pies, the wedge(s) you pull out apply to all the
pies.
A new menu displays when you choose Wedge, and one section of
the pie changes to a solid color. The solid-colored wedge is
the active wedge.
Use the menu options as follows:
Detach the solid slice
Attach the solid slice
Skip to the next slice
Return all detached sections to the center and exit the
Wedge option screen
Quit the Wedge option screen, saving your modifications
Moving around the entire pie also causes you to exit the Wedge
option screen.
Disp
If your pie chart appears cluttered, you can move the heading
and percentage labels to a separate legend. This can create a
much more pleasing display.
The Disp option is actually a three-way toggle. Press D once
to create a legend and move the heading labels next to it.
Press D again to add the percent labels to the legend as well.
Press D a third time to remove the legend and return to the
original pie chart.
(1-2)#pies
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If you graphed multiple fields, each field is displayed on a
separate pie chart. This option lets you display two pies on
the screen at one time.
Press 2 to display two pies on the screen side by side. Press
1 to display just one pie.
Next group
If you graphed multiple fields, each field is displayed on a
separate pie chart. This option lets you cycle through the
pies, either one or two at a time, depending on your selection
for the previous option.
Editing Graphs
Generally, if you make a mistake in defining a graph, the
easiest thing to do is start over again. That's particularly
true once you have some experience in creating graphs.
However, there are some other options, though they are
somewhat limited.
If you selected the wrong subtotal break or selected too many
or the wrong records, just rerun the graph. PC-File prompts
you to rename the subtotal break and select the records to
graph every time you run a graph you have already created.
You can also edit the graph files. PC-File produces two files
when you create a graph:
FILENAME.GR
GRAPH.ME
FILENAME.GR contains the commands you issued as you created
the graph. Basically, this is the structure of the graph. This
file is like a report file and can be edited using the command
format in reports.
To edit a .GR file:
1.Change the .GR extension to .REP.
Use the DOS RENAME command to change the extension while at
the DOS prompt. (See your DOS manual for information on this
command.) You can use the Drop to DOS option in PC-File to
display the DOS prompt.
2.Return to PC-File and choose Reports from the Print menu.
3.Choose Modify from the first dialog box, then the Language
editor from the next one.
4.Choose the graph file from the file selection dialog box.
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5.Edit the file just as you would a report.
6.Return to the DOS prompt and change the file extension back
to .GR.
7.Return to PC-File and call up the corrected graph.
The GRAPH.ME file contains the data from the current graph.
When you create or display another graph, the data from that
graph replaces the previous data. Thus, there is just one
GRAPH.ME file, which is rewritten every time you run a graph.
You can edit the GRAPH.ME file using any text editor or word
processing program that saves ASCII (unformatted) files.
However, it is unlikely you will want to do so, unless you
need to add a BOUND command (which is explained earlier in
this chapter).
If you want to save a particular GRAPH.ME file, rename it
using the DOS RENAME command so it doesn't get overwritten.
Change the name back to GRAPH.ME when you want to display the
graph.
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CHAPTER 13 UTILITIES
This chapter covers the first four and the last three options
on the Utilities menu. Exporting and importing files lets you
exchange data between PC-File databases and most, if not all,
of the popular database and spreadsheet programs. File
management allows you to copy, delete, and rename files within
PC-File. Use Configuration to set the parameters that
influence the way PC-File looks and works. Use Pack to remove
deleted records. Use Repair to fix damaged databases. And, use
Database Description to document the structure of your
database.
Exporting and Importing Files
Exchanging data with other programs or files is an important
feature of PC-File. You can import data from and export data
to just about any of the popular database and spreadsheet
programs, including Lotus, Multiplan, and Excel. (Since PC-
File databases are already in dBASE format, no transfer is
necessary with dBASE files.) You can also move data to and
from word processing data files used for mail merging,
including those handled by WordPerfect, WordStar, and
Microsoft Word.
Imported data can be added to an empty database or appended to
existing records. You can also use the import feature to
append records from one PC-File database to another.
When exporting data, PC-File creates a new file. Data is not
appended to an existing file.
Exchange Formats
PC-File supports almost a dozen formats for transferring data
between files. These include the data interchange format
(.DIF) used by Lotus and Excel for transferring data, comma
and line delimited formats, ASCII files, and the formats used
by the major word processing programs for data merge in form
letters.
To transfer files to and from programs that don't support one
of these formats, consult the program's manual and select a
format common to both. For example, if you want to transfer a
file in a Paradox format to PC-File, convert the Paradox file
to the dBASE III format. You can then open it in PC-File, with
no importing necessary. Whenever possible, convert to a dBASE
file, as that eliminates the need to import the file in PC-
File. However, if necessary, you can convert the file to ASCII
or
some other format and then convert that to the PC-File format.
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PC-File can exchange data using the following formats:
PC-File/dBASE
PC-File uses the dBASE format, so it isn't necessary to export
this format. However, you can export using this format to
easily specify which fields and records to include in a new
file. You can also use this format in importing. PC-File's
dBASE import feature provides convenient way to tell PC-File
where to put the fields from the database you are importing.
Select this format only when you want to append (import) one.
DBF file to another. These can be files created using PC-File,
dBASE III, dBASE III PLUS, dBASE IV, FoxPRO, or any other
programs that use the .DBF format. PC-File can't open dBASE IV
files that contain more than 128 fields or float type fields.
Also dBASE IV memo field data is not compatible.
DIF
The data interchange format is used by many spreadsheet and
database programs for transferring data. These include Lotus
1-2-3, Multiplan, and Microsoft Excel. For 1-2-3, convert the
.WKS files to .DIF before making the transfer. For Multiplan,
convert the SYLK files to .DIF before making the transfer. For
Excel, save the .XLS file to a .DIF file.
Fixed length
Fixed length format is used by many programs which create
"random" files. Every record is exactly the same length, with
no delimiters or record separators. The only way to tell where
one record stops and the next one starts is by knowing the
exact length of each field. This format is just like the text
editor format described below, except that the end of each
record is not marked by a carriage return.
Mail-merge
This format consists of data fields separated by commas, with
quotation marks surrounding fields that contain a comma. The
end of each record has a carriage-return and optionally a line
feed. Many word processing programs, including WordStar and
Microsoft Word, use this format for their data files when
creating form letters. It is also produced by many BASIC
programs, and is an export option in many database programs.
PC-File also gives you the option to put quotation marks
around all fields,
for programs that require them.
Lotus .PRN
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This is essentially the same format as mail-merge, with one
exception. In the mail-merge format, if a field is blank or
empty, nothing is written out except the comma, or, if all
fields are enclosed in quotation marks, a space appears
between the quotation marks. In .PRN files, if a character
field is blank, a pair of quotation marks is written out,
followed by the comma. If a numeric field is blank, 0 is
written out. PRN files can be imported into 1-2- 3 by using
the File Import Numbers
command sequence in Lotus 1-2-3. The Lotus .PRN format is
supported on export, but not import. To import a .PRN file
created by 1-2-3 into PC-File, use the text editor format.
Line delimited
This format places each field on a separate line. It's
sometimes called "field delimited" or "field per line" format.
The only way to know where one record stops and another starts
is to know exactly how many fields exist in each record. Each
record must have the same number of lines. Blank fields are
stored as blank lines. PeachText uses this format.
Text editor or SDF format
This format consists of fixed length fields with no separators
between fields. The end of each record has a carriage return
and sometimes a line-feed. This format is produced by many
text editor and word processing programs, and is an
export/import option in many database programs. If you were to
look at a file in this format with your word processor, it
would look like a columnar or tabular report, with each record
on a separate line and each field starting at a fixed
location.
User-defined delimiter
This format allows you to exchange data with programs that
don't use one of the standard formats. You specify the field
delimiter on import, and the field and record delimiter on
export. When importing using this format, PC-File assumes the
record delimiter is either a line-feed or carriage-
return/line-feed.
WordPerfect
PC-File can transfer to or from WordPerfect secondary merge
files and document files, but in most cases, you want to
transfer data to and from the secondary merge files. For
importing files, PC-File detects which version of WordPerfect
you are using (4.2, 5.0, or 5.1) and handles the data
accordingly. To export, choose the WordPerfect version you are
exporting to when prompted.
ASCII files
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PC-File can import and export ASCII files. The ASCII formats
supported by PC-File are fixed length, mail-merge, line
delimited, text editor (.SDF), and Lotus .PRN
Exporting Data
Export data from a PC-File file when you want to use that data
in another program or format. You can export all the data in
the file or just selected records. You can also choose to
export selected fields if you want.
PC-File lets you select records as you export, viewing each
record and exporting just those you want. Or you can choose
just to export all the selected records without looking at
them. Data is exported in sequence according to the current
index.
If you were exporting names and addresses for merging into a
fundraising letter written in WordPerfect, you could select
just the name and address fields and leave out extraneous
fields such as the phone numbers. Plus, you could just select
those members that live within a specific geographic area.
The procedures for exporting data are the same for all format
options except mail-merge and user-defined delimiter. Each of
these two options requires an additional step, which is
explained following the basic procedures.
To export data:
1.Make sure there is enough space on the receiving disk or
drive to hold the data you are about to export. Fixed length
and text editor formats occupy somewhat more disk space than
.DBF files.
2.Open the database from which you want to export data. You
cannot export from a closed database.
3.Choose Utilities from the menu bar.
4.Choose Export from the Utilities menu. The export format
dialog box displays.
5.Choose the format type you want your exported file to take.
The file selection dialog box displays.
6.Choose the path and enter the file name you want to save the
exported data to.
7.Refer to additional steps described below if you chose an
export format of mail-merge or user-defined delimited file.
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8.Choose to flip the data or not. Choose Yes if the data
contains a tilde (~) character and you want to flip the
output. This is most likely in a mail-merge when you want to
flip first and last names. Choose No if there is no data
that needs to be flipped.
9.Choose to export All or Some Fields. Choose Some if you want
to limit the fields that are exported. PC- File displays the
database fields in a check-off list box. Choose each field
you want to export. A checkmark appears next to the fields
that you choose. If you want to export a portion of a field,
choose the Options button and designate the portion. Choose
All to export all the fields in the database.
10. Choose to export All or Some Records. Choose Some if you
want to limit the records that are exported. PC- File asks
if you want to conduct a simple or formula search for the
records. Choose the search mode and then enter the search
criteria or command. See Chapter 7, "Finding and Modifying
Data," for more information on searching. Choose All to
export all records in the database, or to choose them as
they are exported.
11. Choose Yes, No, All, or Quit once the export operation
begins and the first record displays. Choose Yes to export
the record displayed. Choose No if you don't want to export
the displayed record. Choose All if you want to export the
current record and all the remaining selected records
without being asked again. Choose Quit to stop the
operation.
Mail-merge
Various word processing programs handle the mail-merge format
differently, so PC-File asks you to define a couple of
additional options during the export process. The two steps
below are inserted in the above procedures.
1. Choose Yes or No when asked if the first record of the
exported file should contain the field names.
Choose Yes if using a program like Microsoft Word,
which requires the field names in the first record.
Choose No if field names are not required.
2. Choose Yes or No when asked if you want quotation
marks around every field.
Choose Yes if the program you are exporting to
requires quotation marks around every field, even when
the field doesn't contain a comma. See your manual if
you are unsure about the program requirements.
Choose No otherwise.
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Continue on with step 8 in the main export procedures.
User-defined Delimiter
As the format name suggests, you get to define the delimiter
used between fields and between records. A delimiter is a
character used as a separator between each field and each
record. The backslash (\) is the character sometimes used in
non-standard programs.
The steps below are inserted in the main export procedures.
1.Choose the field delimiter. If you choose ASCII decimal
value, PC-File prompts you to enter the value. If you choose
Keyboard character, PC-File prompts you to enter the
character. For example, you could choose Keyboard character,
then enter a backslash in the text box that displays.
2.Choose the record delimiter. Just as with the previous step,
PC-File prompts you to enter the ASCII decimal value or the
Keyboard character if you choose one of them as the option.
3.Choose Yes or No when asked if the first record of the
exported file should contain the field names. Choose Yes if
using a program like Microsoft Word, which requires the
field names in the first record. Choose No if field names
are not required.
Continue on with the rest of the main export procedures.
NOTE: If you need to export to a format not supported by the
export function, you can create a report in PC-File that
converts the data to the correct format. Print the report to a
disk file. It is then ready for use in the desired format.
The exported file will have one of the following names:
PC-File/dBASE filename.DBF
DIF filename.DIF
Fixed length filename.FXD
Lotus PRN filename.PRN
Mail-merge filename.WS
Line delimited filename.LD
Text editor ilename.SDF
User-defined filename.USR
WordPerfect filename.WP
Importing Data
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You can import files or databases created with other programs.
You can also use the import feature to append records from
another PC-File database to the current database. PC-File
imports the data into the current (opened) database.
To import data, you have to open an existing database or
define a new database to which it will be imported. Unlike the
export process, you cannot create the receiving file (the
current database) during the import process.
The format of the import file determines certain requirements
of the database, as follows:
If you are importing from the text editor (.SDF) or fixed
length format, the database must match the import file
exactly. The database must be defined with the fields in the
same sequence as they exist in the import file, with the same
number of fields, and matching field lengths.
If you are importing from another PC-File database or dBASE
file, the database must have the same field lengths, but not
necessarily the same number of fields. PC-File lets you map
the fields from the database you are importing from to the
fields of the open database.
If you are importing from the line delimited format, the
database must have the same number of fields in the same
sequence as the file you are importing. Field lengths should
be at least as long as those in the import file to avoid
truncation of data.
If you are importing from any other format, PC-File does not
require that the import file have the same number of fields or
matching field lengths, but does require the fields to be in
the same order. If the import file contains more fields than
the database, the extra fields are ignored. If the import file
contains fewer fields than the database, the fields at the end
of the record in the database are left blank. This is also
true for field lengths. If the import file contains fields
longer
than those defined in the database, data in those fields are
truncated to the database field length. If the import file
contains fields which are shorter than the database, the extra
spaces are filled with blanks.
The files being imported can have any file extensions, except
for dBASE files, which must have a .DBF extension, and DIF
files, which must have a .DIF extension.
Mapping Field Data from dBASE Files
This section only applies to importing from dBASE files. If
you are importing from any other format, skip ahead to the
"Overview of Importing Process" section for a step-by-step
description of the importing process.
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PC-File allows you to readily import files from PC-File or any
other software product that create dBASE III + compatible
file. These files must have the .DBF file extension.
After you have chosen the Normal DBF format and the
appropriate file to import, the Mapping screen displays.
If you are familiar with redefining a database structure,
mapping will be quite familiar. Import mapping is quite
similar to the process used in redefining a database
structure.
The Fields column shows the field name for the open database.
The Comes From column shows which fields from the imported
database are mapped to the fields in the Fields column.
PC-File automatically maps all field names that match. If you
have identical fields in the open database and the import
database, you will see the same name in both the New Fields
and the Come From columns for each identical field. In many
cases, when PC-File has done the mapping for you, you cam
simply choose OK to continue the importing process.
However, if a field does not have a match, the Comes From
column will be blank for that field-you must choose the data
source for that field. For example, if you have a field name
FIRST in the open database, but your import database has a
field name FIRSTNAME, you must tell PC-File that you want the
information from the FIRSTNAME to be put into the FIRST field.
There are two ways to map your fields. You can select them by
using the List button or by typing field names into the Comes
From column directly.
Selecting Fields Using the List Button
You will need to map any fields that don't have an exact match
with the fields in the open database. The List button provides
a simple way to do this. Choosing the List button displays a
list of the field names from the import database on the right
side of the Mapping screen.
The Import Fields List Box shows all the fields from the
import database. All fields that have already been mapped by
PC-File have a checkmark next to them. To map a field, put the
cursor in the Comes From column next to the field in the
Fields column you want to map. Then, choose a field from the
Import Fields List. This inserts that field's name into the
Comes From column.
To map import fields with the List button:
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Highlight the text box in the Come From column next to the
Fields name you want to map. The text box should be empty.
Choose the List button The Import Fields List displays on the
right half of the screen. The cursor is active in the list.
Click on the field you want to map, or navigate to the name of
the field with the keyboard and press ENTER. The field name
from the Import Field List is entered into the Come From list
next to the field you choose in step 1. Repeat steps 1 through
3 for each
field you want to map. When you have finished mapping your
fields, choose OK to continue the importing process.
Selecting Fields by Typing Names
Alternatively, you can map fields by simply typing the name of
the import field in the appropriate Comes From text box. This
may be a faster method if you are only using the keyboard.
However, you must type in the name exactly as it is saved in
the database. You can press ALT-L to display the Import Fields
List for reference.
To map your fields by typing names:
Move the cursor to the text box next to the field you want to
map. The box should be empty. Type in the name of the field
that will be mapped from the import file. Repeat steps 1 and 2
for each field you want to map. When you have finished mapping
your fields, choose OK to continue the importing process.
Overview of Importing Process
To import data:
Open the database into which the data is to be imported.
Choose Utilities from the menu bar. Choose Import from the
Utilities menu. The import format dialog box displays. Choose
the format of the import file. If you select the User-defined
delimiter option, PC-File asks you to choose the field
delimiter; the record delimiter is set automatically as a
carriage return/line feed. Choose the path and file name of
the import file in the file selection dialog box. If you chose
Normal DBF in step 4,
you must map the fields as described above in, "Mapping Field
Data from dBASE Files." Choose to append the new records to
the current database or to overwrite the current database. If
you choose to append, the imported records are added to the
current database and will be ordered according to the current
index. If you choose to overwrite, the current records are
DELETED and the new records start at record 1. Choose to
import All or Some records. Choose Some if you want to limit
the records that
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are imported. PC- File asks if you want to conduct a simple or
formula search for the records. Choose the search mode and
then enter the search criteria or command. See Chapter 5,
"Finding and Modifying Data," for more information on
searching. Choose All to import all records in the database,
or to let yourself choose them as they are imported. Choose
Yes, No, All, or Quit once the import operation begins and the
first record displays. Choose Yes to import the record
displayed. Choose No if
you don't want to import the displayed record. Choose All if
you want to import the current record and all the remaining
records without being asked again. Choose Quit to stop the
operation.
NOTE: It is recommended that you choose Yes for the first few
records to make sure they are being imported properly. If they
are not, choose Quit to stop the operation. Check to see that
the current database matches the import file in the ways it is
supposed to (as described previously). Make whatever
adjustments are necessary and begin the import operation
again.
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Managing Files
Most people use DOS commands or, if they have Windows, the
File Manager, to copy, delete, and rename files. However, you
may find it easier to use the File Management option in PC-
File to perform those functions on your database files.
PC-File creates several files as you define a database,
including a header file, data file, configuration file, memo
file, and separate files for each index. In addition, every
report, graph, and letter you create adds a new file. Making a
copy of all those files using a DOS command could be
confusing, particularly if you have more than one database in
a directory.
With the File Management option, however, PC-File lists the
files associated with a database and lets you copy, delete, or
rename those files in groups or, to a limited extent,
individually.
You can perform file management functions on either an open or
closed database.
Types of Database Files
Whether you choose to copy, delete, or rename a file or
database, PC- File displays a list of the types of files in
the database.
Choose the option from the list that suits your purpose. The
Database and Report options include all the files that have
their file extensions listed. The remaining options only
include individual files with the extension shown.
If, for example, you wanted to copy a database to a floppy
disk, you would choose the first option, Database files. All
the database files that include the listed extensions would be
copied to the disk. If you wanted to copy the two database
reports that you had defined as well, you would have to repeat
the copy operation twice, once for each report, choosing the
Report files option from the above list during the process.
Copying a File
The Copy option is useful for making backup copies of your
database, for making a copy to take to another machine, and
for a variety of other purposes. It is important that you make
a backup copy of your database(s) and associated files, and
update the backup on a regular basis. You never know when you
might need to refer to a backup copy. See Chapter 1,
"Navigating in PC-File," for more information on backing up
your database.
NOTE: If you want to copy your database to make changes to the
structure, use the Redefine option on the File menu instead.
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When you copy a database, you must either give the copy a
unique name or place it on a separate directory or disk from
the current database. Otherwise you will overwrite the current
database files.
Be sure you have enough space for copying the database files.
If you are copying to a floppy disk and your database takes up
more space than is available on the disk, you can use the DOS
BACKUP command, or various software backup utilities.
To copy files:
1.Choose Utilities from the menu bar.
2.Choose File Management from the Utilities menu.
3.Choose Copy from the File Management dialog box.
4.Choose the type of file(s) you want to copy.
5.Choose the file or database that you want to copy.
6.Enter the drive, path, and file or database name that you
want to copy to. If you are copying to a different drive or
path, you can give the file or database the same name. If
you are copying to the same drive and path, you must give
the file a new name.
PC-File copies the file(s).
Deleting a File
To delete files:
1.Choose Utilities from the menu bar.
2.Choose File Management from the Utilities menu.
3.Choose Delete from the File Management dialog box.
4.Choose the type of file(s) you want to delete.
5.Choose the file or database that you want to delete.
6.Choose Yes to confirm the deletion. Choose No if you decide
not to delete the file or database.
PC-File deletes the file(s).
When you delete database files, PC-File first looks in the
header file for the names of the index files. The index files
are deleted along with the other database files.
You can delete the database that is currently open. If you do,
the result is that no database is open.
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Renaming a File
To rename files:
1.Choose Utilities from the menu bar.
2.Choose File Management from the Utilities menu.
3.Choose Rename from the File Management dialog box.
4.Choose the type of file(s) you want to rename.
5.Choose the file or database that you want to rename.
6.Enter the new name for the file or database. The name must
be unique within the directory and follow DOS filename
rules.
PC-File renames the file(s).
Configuring Your Database
Once installed, PC-File is configured and ready to run. All
the necessary configuration parameters are defined. Many of
the parameters, such as screen color and case sensitivity, are
set by defaults in the program. Others, such as mode of
operation and printer port, are determined during
installation.
However, the configuration parameters can be altered at any
time. For example, you can change the screen colors, add
password limitations, or set a default database to open when
you start PC-File.
In addition, PC-File lets you define a different set of
configuration parameters for each database. Thus, you could
define different color combinations for each database. PC-File
even lets you define auxiliary sets of parameters that can be
pulled up for special purposes, such as connecting to an
alternative printer.
There are eight basic parameters that can be defined in your
configuration, some of which include multiple settings. They
are described briefly here and in more detail later in the
chapter.
Parameter: Description
Display :Turn graphics mode ON or OFF and set your screen
colors
Printer: Determine printer port, printer, and page length
Default Date Format: Set the default display format for date-
type fields
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Phone Dialer: Determine the modem port and enter dialing codes
and prefixes
Snapshot: Define the mailing label formats and printer port
Passwords: Define passwords for a database
Case sensitive: Define whether PC-File distinguishes between
uppercase and lowercase letters during sorts and searches
Default database: Open a specific database automatically upon
starting PC-File
Configuration Files
PC-File allows for multiple configurations. Each configuration
profile is maintained in a separate file. Configuration files
use the extension .PRO.
There are three types of configuration files:
Master profile
The master configuration file is called PCFILE.PRO. If you
have only one configuration file, this is it. This file was
installed with your other program files, and should remain in
the directory with those files. PCFILE.PRO contains the
configuration defaults, including those set during
installation.
Database profiles
Profiles associated with specific databases need to be named
after the database (databasename.PRO). You can define a
separate profile for each database. If PC-File finds a profile
of the same name as the database when you open a database, it
loads the configuration settings in that profile, overriding
PCFILE.PRO.
Databasename.PRO files should be located in the same
directories as the databases with which they are associated.
Auxiliary profiles
Auxiliary profiles can also be defined, using whatever name
you want (as long as you follow DOS filename rules) with the
extension .PRO. Auxiliary profiles can be loaded as needed.
Auxiliary profiles can be located anywhere, as you can define
the path when you load them. However, if an auxiliary profile
is associated with a specific database, it is easiest to
locate the profile in the same directory as the other database
files.
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Why Define Additional Profiles?
PCFILE.PRO may prove to be the only configuration profile you
need. If you define and use just one database, you can fit the
configuration to that database. You can always modify it if
you buy a new printer, add a modem, or simply want to change
your screen colors. You can also modify it temporarily. For
example, you could switch your screen colors for a few
sessions, then switch back.
Even with several databases, the master profile may prove to
be all you need. It's when your system gets more sophisticated
that multiple profiles begin to become useful. The most likely
reasons for using several profiles are:
Using more than one printer Using passwords in multiple
databases Defining separate snapshot label layouts for
different databases
Database profiles are practically a necessity for using
passwords, which are normally designed to limit access to a
particular database or part of a database.
There may be other reasons for defining multiple profiles as
well. One particular database may require case sensitivity in
sorting, while others may not. Or you might want to define
different color schemes for each database, making it always
easy to tell which one is open.
Which Profile is Current?
When you choose Configuration from the Utilities menu, the
current configuration profile displays on the screen. However,
it is important to understand which profile gets loaded when,
without having to call up the screen to read the title bar.
The following guidelines apply:
PCFILE.PRO is loaded automatically when you start PC-File, as
long as you start PC-File from a directory containing a copy
of PCFILE.PRO. (You can copy the master profile to as many
directories as you want.) Thus, if you have set the path for
PC-File in your AUTOEXEC.BAT file and start the program from
some other directory, copy the master profile to that
directory.
If you start PC-File from a directory that doesn't contain
PCFILE.PRO, no profile is in effect. In that case, PC-File
assumes certain defaults. These defaults are listed below.
If you have created a databasename.PRO, that profile takes
effect when you open the associated database, as long as the
profile is in the same directory. The database profile
overrides PCFILE.PRO, but only to the extent that it differs
from the master profile.
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If PC-File can't find a profile on the current directory, it
assumes certain defaults. The defaults are:
Parameter: Default
Display mode: Graphics (VGA, EGA, and Hercules-compatible
monochrome); Character (CGA)
Display colors: Nautical (VGA, EGA, and CGA); Black & White
(mono)
Printer port: LPT1
Page length: 66
Default Date Format: MM/DD/YYY (Month-Day-Year, 4-digit, and
Slash)
Modem port: COM1
Long distance code: 1
Modem dialing code: ATD
Case sensitive searches: Off
Case sensitive indexes Off
The Configuration Window
You can open a configuration window whether a profile is
currently loaded or not. The configuration window is a dialog
box with a menu bar.
To open the configuration window:
1.Choose Utilities from the menu bar.
2.Choose Configuration from the Utilities menu.
The window displays the different parameters that you can set.
The three command buttons in the lower left corner of the
window display dialog boxes.
The Configuration Menu
The menu bar at the top has two options. Help! displays a Help
window. The File option displays a pull-down menu of options.
Use the options on Configuration menu as follows:
Option: Description
Load: Load and display an existing profile
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Save: Save the current profile
Save As: Save the current profile to a new name
Exit: Quit the configuration window
The options on the File menu are explained below.
Loading a Profile
Loading an existing profile and displaying it on the screen
are a single operation.
To load and display a profile:
1.Choose File from the configuration window menu bar.
2.Choose Load from the File menu. The file selection dialog
box displays.
3.Choose the profile you want to open.
The profile is loaded into memory and displayed on the screen.
To close the configuration window, choose Exit from the
configuration window File menu. The window closes, but the
profile remains active.
Modifying a Profile
To modify a profile, display the configuration window and make
your changes to the parameters. If the profile you want to
modify is currently loaded into memory, all you have to do is
display it on the screen. If you want to modify another
profile, you must first load that profile. Follow the
procedure outlined above for loading a profile.
Once you modify a profile, you must save your changes.
Choosing Save from the File menu saves to the name you loaded,
choosing Save As allows you to save to a new name.
To save a modified profile to its original name:
1.Choose File from the configuration window menu bar.
2.Choose Save from the File menu.
The profile is saved.
To save a modified profile to a new name:
1.Choose File from the configuration window menu bar.
2.Choose Save As. The file selection dialog box displays.
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3.Enter a new name in the text box.
The changes you made are saved to the new name.
Creating a New Profile
You can create a new profile in the same manner as you modify
an existing one, except you give the profile a new name. You
would only use this method to create an auxilliary profile
that is loaded on demand.
To define a new profile:
1.Display the configuration window.
2.Make any necessary changes to the parameters.
3.Choose Save As from the File menu.
4.Enter a new name for the profile in the text box.
The new profile is now loaded in memory.
The Configuration Parameters
When you choose Configuration from the Utilities menu, the
configuration profile currently loaded in memory displays.
Each of the profile options is explained below.
Display Mode
PC-File operates in two modes: Graphics mode and Character
mode. Graphics mode is designed for VGA, EGA, and Hercules-
compatible monochrome monitors, Character mode for CGA
monitors. PC-File determined which type of monitor you were
using when you installed the program and set the mode
accordingly. You can switch modes in certain cases, however.
When you can switch and why you might want to are explained in
Chapter 1, "Navigating in PC-File."
To switch modes:
1.Choose the Graphics mode check-off box.
PC-File is operating in graphics mode when the box is checked,
in character mode when it's not. However, you have to exit PC-
File and start it again for a change in mode to take effect.
Screen Colors
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PC-File provides four pre-defined color schemes, allowing you
to change the color patterns on your screen. Each color scheme
includes pre-set foreground and background color settings.
Additionally, PC- File provides the Customize option that lets
you specify the colors for particular screen elements so you
can customize your screen colors.
The Nautical color scheme is the default for all color monitor
cards; Black & White is the default for Hercules cards. If you
have a CGA card with a monochrome monitor or an LCD, you might
want to switch to Black & White if you didn't during
installation.
To select a pre-defined color scheme:
1.Choose the option button you want.
The colors on your screen change immediately to reflect your
choice.
Customizing Screen Colors
Choosing the Customize button to the right of the User option
button displays the Design Colors dialog box.
Choosing an option in the list box sets either the background
or the foreground color of the designated screen element (with
the exception of Window Border, which has only one option).
When you choose an option from the list box, that option is
highlighted and a checkmark displays to its left indicating it
is active. The 16 colored buttons to the right of the list box
both set and indicate the current color of the active screen
element. An "X" on the color button indicates which color is
active for the current screen element.
To set colors, choose an item from the list, then choose the
desired color button. New color settings are effective
immediately, reflected in the colors of the Design Colors
dialog box and screen areas visible behind it.
If you make a color choice that makes the screen unreadable,
such as choosing the same color for both the background and
foreground of a screen element, choose another color button.
If you decide you don't like the color choices you have made
and want to start over, press ESC or choose Cancel. This
returns you to the main Configuration window and restores your
original colors. Choosing Customize again at this point re-
displays the Design Colors dialog box.
To customize screen colors:
1.Choose Customize.
2.Choose a screen element to change from the list box.
3.Choose the desired color button.
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4.Repeat steps 2 and 3 for each area you want to customize.
5.Choose OK when you are done setting colors.
Printer
These parameters let you set the default page length, printer,
and printer port for your system. You can override these
defaults when you print a report, letter, graph, or set of
mailing labels if necessary.
To set printer defaults:
1.Enter a default page length if different than 66 lines per
page. Sixty-six is the standard page length for a dot matrix
printer. If you use a laser printer, you probably want to
set the page length at 60. If you use paper of a different
length, or your printer uses a different line spacing,
adjust the page length accordingly.
2.Choose the printer from the list box. If your printer is not
listed, press F1 to display the Help window. A list of
printers compatible with those shown in the list box
displays. If you still don't see your printer, and your
printer manual doesn't mention one of the listed printers as
compatible, choose User codes from the list. A dialog box
displays, allowing you to define the printer codes yourself.
Your printer manual If you intend to print to disk rather
than to a printer, choose No codes. Printer codes appear as
scrambled text and symbols when printed to a file, so it is
better to omit them.
Choose the printer port.
Default Date Format
PC-File provides you with convenient ways to format your
dates. Using the Default Date Format options in the
Configuration window, will apply to any date fields which
don't have Date Format field attributes set with the Field
Attributes option on the File menu. To have all your date
fields display in the same format, use the Default Date Format
options in the Configuration window.
The default format is Month-Day-Year order, four digit year
and slashes (/) as separators. The resulting date for December
29, 1961, would be as follows:
12/29/1961
You change your default date format by changing each of the
elements of the format: order, year and separator. Make the
choice for each element that accurately reflects your desired
date format.
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PC-File can accomodate many date formats including those used
throughout Europe and Japan. In Switzerland, you might choose
Day- Month-Year order, four digit year, and period (.) as a
separator. The resulting date would be as follows:
29.12.1961
To set the default date format:
1.Choose an order for month, day and year.
2.Choose either two or four digit years.
3.Choose a separator to use between the elements.
Phone Dialer
If you use the autodialing feature of PC-File, you'll want to
check the dialer parameters in your configuration profile. You
can define the modem port, dialing code, long distance prefix,
and access prefix. Some of these parameters have defaults that
you may need to change.
To define dialing parameters:
1.Choose the Phone dialer command button from the
configuration window. A dialog box displays.
2.Define the parameters to fit your system.
3.Choose OK.
The dialing parameters are defined as follows:
Dialing port
PC-File assumes your modem is connected to the COM1 port. If
it is connected to one of the other COM ports, change the
profile accordingly.
Modem dialing command
The dialing command activates the modem. It essentially tells
the modem that you are about to make a call. The default
dialing command is ATD. ATD is used with Hayes-compatible
modems to make either pulse or tone calls. You can change the
command to ATDT if you want to force the modem to use tones, a
slightly faster process. You must have a touchtone phone, in
that case. You can enter other codes if necessary. See your
modem manual for more information.
Line access prefix
The line access prefix is the number required to dial outside
of your office telephone system. Most often this is the number
9. Enter the appropriate prefix for your telephone system.
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Long distance prefix
The default long distance prefix is 1. If your particular
phone system requires a different prefix, enter that here.
PC-File sends the long distance prefix when dialing phone
numbers that are 10 digits or longer, unless the phone number
begins with a zero. For long distance calls outside of the
U.S. and Canada, incorporate the long distance prefix into the
phone number in your database. When PC-File reads a number
that starts with 0, it skips the long distance prefix in your
configuration.
Also, you should enter "1" in your phone number field for long
distance calls within your area, unless your phone company
requires you to dial the local area code for long distance
calls. If your phone company requires area codes for all long
distance calls, enter the area code in your phone number field
for all long distance numbers and PC-File will automatically
send the long distance prefix.
Snapshot
The snapshot feature lets you print mailing labels one at a
time. If you intend to print snapshot labels, you must follow
these initial steps:
1.Define the label report.
2.Assign the label report to a snapshot.
3.Define the output (printer port or file).
Steps 2 and 3 are implemented in the configuration profile,
and are explained here. Defining a label report is covered
Chapter 9, "Using the Mail Label Format." Printing a snapshot
is discussed in greater detail in the section on snapshot
labels in Chapter 15, "Tools."
You can assign up to five labels in a profile. Each label is
assigned to a number, which you select when you print the
label.
Labels are normally assigned within a databasename.PRO file,
as you would generally associate a label with a particular
database. However, you can assign labels in PCFILE.PRO if you
expect to use them with several databases that share the same
field names, or if you only have one database.
To assign a label and define the output:
1.buttons Choose the Snapshot button. A dialog box with five
numbered displays.
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2.Choose the number to which you want to assign the label. A
file selection dialog box displays.
3.Choose the report upon which the label is based. The output
dialog box displays.
4.Choose the printer port or file.
If you choose file, PC-File prompts you to name the file.
Repeat these steps for each snapshot label.
Passwords
PC-File allows you to define passwords to prohibit access to
specific operations within the program. You can define
passwords for all your databases, or for specific databases.
The passwords do NOT protect databases from being accessed by
unauthorized persons. Passwords in PC-File are mainly designed
to prevent users from accidentally performing operations that
they don't normally do.
If you define a password for a particular function, you must
enter the correct password when you access that function. For
example, if you define a password for adding data, PC-File
prompts you for the password when you choose Add on the Edit
menu. If you don't enter the correct password, PC-File won't
let you add new records.
To prohibit access to certain operations within a specific
database, define a database profile and determine your
passwords within that profile. If you want to prohibit access
within all your databases, you can define passwords within the
master profile. If you don't define passwords for a database,
all users of the database can perform any operation on that
database.
You can control access to the following operations with
passwords:
Adding records (Add)
Modifying records (Modify)
Deleting records (Delete)
Opening the database (Read)
Accessing the Utilities menu options and the record, modify,
and delete macro options (and associated hot keys).
(Utilities)
Accessing the Print menu options (Print)
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PC-File passwords are from one to three characters long and
can include any character on the keyboard. Here are some valid
passwords:
TED
JR
911
?%#
Hi!
Passwords are not case sensitive, so you can type in Ted, ted,
or TED for the password TED.
If you want, you can use the same password for all password
options.
NOTE: If you define passwords, write your passwords down
somewhere. It's embarrassing to get locked out of your own
database.
To define passwords:
1.Open the appropriate profile.
2.Choose the Password command button in the configuration
window. The password dialog box displays.
3.Type in a password in the text box for each operation that
you want to control. Passwords display in the Password
dialog box; however, they don't display as you type them in
when accessing a restricted part of the program.
4.Choose OK.
Case Sensitive
PC-File normally treats uppercase and lowercase letters the
same throughout the program. However, you can require that PC-
File distinguish between the two during searches and/or sorts.
With case sensitive searching, PC-File finds records based
precisely on how you enter the search criteria. For example,
if you request all records for WALLA WALLA, records for Walla
Walla and walla walla are not displayed as a result of the
search.
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With case sensitive indexing, PC-File sorts records based on
the rule that uppercase letters precede lowercase letters. For
example, BOTHELL would come before Bellevue, as an uppercase O
comes before a lowercase e. For the same reason, anchorage
would follow Tacoma in a sorted list, and les Baux would
follow Zurich. If you change case sensitivity, you have to
rebuild existing indexes, using the Index option on the File
menu, for the change to take effect.
To turn case sensitivity ON:
1.Place a check in the appropriate box by choosing it.
Generally, if you want case sensitivity, you would select it
for both searches and sorts.
Default Database
If you use a particular database all or most of the time, you
can prompt PC-File to open that database for you automatically
when you start PC-File.
Define a database default in the master profile (PCFILE.PRO)
only. Defining a default database in a database profile is
redundant, as a specific database profile doesn't get loaded
until the database is opened.
To enter a default database:
1.Type the drive, path, and database name in the appropriate
text boxes.
Enter only the drive letter; no colon is necessary. However,
the backslash is necessary before a directory name.
You can define just the drive or just the drive and directory
if you want. A default path provides a shortcut if you use
several databases regularly that are located on the same drive
or even in the same directory. It makes opening the database
just a little bit quicker.
Advanced Profile Parameters
Configuration profiles are relatively easy to understand and
define when viewed in the configuration window. However, a
profile can also be edited or viewed with a text editor (or
word processing program). Profiles viewed through a text
editor display the parameters as commands, rather than
buttons, check boxes, or other forms that they take in the
configuration window. For example, to select a printer port in
the configuration window, you choose one of the seven option
buttons. The same
parameter is represented by the command /PRPORT,x (where x is
the name of the printer port) when viewed with a text editor.
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The major reason for accessing a configuration profile with a
text editor is that you can add several parameters here that
you can't add in the configuration window.
Editing a Profile With a Text Editor
To edit a profile with a text editor, start the editor and
open the appropriate .PRO file. You will see a file that looks
like this:
/VIEW,R
/PAGELEN,66
/PHPORT,COM1
/PHINIT,ATD
/PHLONG,1,
/PRPORT,LPT1
/PRINTER,No_Codes
Only parameters you have changed appear in the file. The
defaults are stored within the program and do not show up in
this file.
You can add parameters to the file by typing them in at the
end of the current text. Place each parameter on a separate
line.
Hidden Profile Commands
Several parameters that you can't add in the configuration
window can be added when you use an editor. These parameters
are:
/MEMOW,n
Sets the width of the memo field edit window. For example, to
set the width of the window to 75, type /MEMOW,75 in your
profile. The maximum width is 78 chartacters.
/NOSNOW
Changes the way PC-File displays on some CGA monitors to
prevent flickering or "snow."
/NOXMS
Prevents PC-File from using extended memory.
/NOEMS
Prevents PC-File from using expanded memory.
/READONLY
Sets the default on the Edit menu to Read-only mode.
Adding Commands at the DOS Prompt
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You can change any configuration parameter for the current
session of PC-File by adding that parameter to the command
when you start the program. For example, you could enter pcf
/COLOR,4 at the DOS prompt. The command "pcf" starts PC-File
and /COLOR,4 tells the program to change the colors for the
current session from the current default to black & white.
Separate pcf from the rest of the command(s) with a space. If
you need to include more than one command, separate each
command with a comma (but no space).
Entering a configuration command at the DOS prompt overrides
the current default, but does not change the setting in the
profile. The next time you start PC-File, the original setting
takes effect.
You can also set up a batch file containing specific
configuration parameters that you want to use at specific
times. In a batch file, enter all parameters on one line, like
this:
pcf /NOSNOW, /READONLY, /CHARMODE
Configuration Command Summary
The following table lists all of the configuration commands.
You can enter these commands in a configuration profile file
or at the DOS prompt when starting PC-File.
Precede all commands with a forward slash (/) and enter the
commands in uppercase letters. Commands that take variables
are indicated with an x or n following the command. An n
indicates a number or string of numbers separated by commas
(e.g. /LANDSCAPE, 27,38,108,49,79), an x indicates a string
variable. Use a comma between the command and the variable,
with no space.
For example, to define a password for data entry, you might
enter /ADDPW,jdh. The variable, jdh, is the password you are
defining.
Command Explanation
/ADDPW,x Define password for data entry
/BOLD,n Define print codes for boldface type
/CASEFIND Set case sensitivity for searches
/CASESORT Set case sensitivity for sorts
/CHARMODE Set character mode of operation
/COLOR,n Set color palette
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/CONDENSED,n Define print codes for condensed type
/DATEFORMAT,x Define default date format
/DELPW,x Define password to allow deletions
/DOUBLEWIDE,n Define print codes for wide type
/DRIVE,x Define default drive
/FILE,x Define default database
/ITALIC,n Define print codes for italic type
/LANDSCAPE,n Define print codes for landscape format
/MEMOW,n Define the default width of the memo field edit
window
/MODPW,x Define password for Modify mode
/NORMAL,n Define print codes for normal type
/NOEMS Prevents use of expanded memory
/NOXMS Prevents use of extended memory
/NOSNOW Prevents snow on some CGA monitors
/PAGELEN,n Define page length
/PATH,x Define default path
/PHINIT,n Define dialing initialization code
/PHPRE,n Define phone line access prefix
/PHPORT,x Define modem port
/PHLONG,n Define long distance code
/PORTRAIT,n Define print codes for portrait print
/POSTSCRIPT Set for PostScript output
/PRINTPW,x Define password to allow access to Print menu
/PROPORTIONAL,n Define print codes for proportional font
/PRPORT,x Define printer port
/READONLY Set read-only mode as default
/SNAP1,x Assign first snapshot label report
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/SNAP2,x Assign second snapshot label report
/SNAP3,x Assign third snapshot label report
/SNAP4,x Assign fourth snapshot label report
/SNAP5,x Assign fifth snapshot label report
/SYSPW,x Define password to allow access to Utilities menu
/UNDERLINE,n Define print codes for underlined type
/USEPW,x Define password to open database
/USER1,n Enter user-defined print codes
/USER2,n Enter user-defined print codes
/USER3,n Enter user-defined print codes
/USER4,n Enter user-defined print codes
/USER5,n Enter user-defined print codes
If you are using a profile defined in a previous version of
PC-File, some commands may appear that are not described on
the list above. These commands, such as /FG (foreground
colors) and /BG (background colors), have been replaced or
phased out. They are ignored by the program.
Packing a Database
When you delete records, PC-File removes the records from view
and internally marks them as deleted, but they remain in the
database file (.DBF). This allows you to reclaim accidentally
deleted records using the Undelete option on the Edit menu.
The marked records are still counted as part of the database
after deleting them. This is reflected in the number of
records displayed at the bottom of the main screen and printed
in reports.
To remove deleted records from the database permenantly, you
mus use the Pack option on the Utilities menu.
If the database has memo fields, packing also affects the size
of a database's .DBT file by removing any unused memo entries
from the .DBT file. Unused memo entries can arise (1) if
records with memo entries are deleted, or (2) if a memo is
edited in such a way that the disk space the memo originally
occupied cannot be reused.
How Packing Works
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First, PC-File renames the original database to a temporary
name. Then, the active records are copied to new files using
the original file names. At minimum, the active records in the
.DBF file are copied. If your database has memo fields, the
active memos in the .DBT file are also copied. Because packing
generates new data files without deleting the originals,
completing the packing operation requires about as much
available disk space as the original database occupied (this
can be somewhat less depending on how many records and memo
entries will be removed by packing). Once the .DBF and .DBT
files are packed, PC-File rebuilds all indexes for the
database and returns you to the database, if the database was
open when you started packing. If the database was not open
when you started packing, indexes are rebuilt the next time
the database is opened.
If you have a large database, packing may take a long time.
This will vary depending on the number of records removed, the
complexity of the indexes that need to be rebuilt, and the
speed of your system. In this case, you may want to consider
running the packing operation overnight.
PC-File renames the original database files to names in the
format TMPnnnn.xxx, where "nnnnn" is some number that will
create unique file names and "xxx" is the appropriate
extension (at minimum, .DBF and .HDB, also .DBT if the
database has memo fields). PC-File does this as a security
measure to ensure that the original database cannot be damaged
if you lose power during the packing operation. The TMPnnnn
name is displayed in a message that appears at the end of the
packing operation. Write
down the TMPnnnn name so you can delete the database with the
Utilities, File Management option once you are certain the
packing operation was successful.
To be more secure, you may want to copy the TMP files to a
backup disk and rename them to their original names before
deleting them. Assuming the files will fit on the drive you
copy them to, you can copy and rename in one operation using a
DOS command in the form:
COPY c:\path\TMPnnnn.* d:\path\originalname.*
where "c:\path" is the location of the original file,"TMPnnnn"
is the name PC-File displayed at the end of the packing
operation, "d:\path" is the drive and path you want to copy
to, and "originalname" is the original name of the database.
For example, if you packed a file named CLIENTS located on
c:\pcfile\data that was renamed TMP27, you could copy and
rename the original files to your A drive using this command:
COPY c:\pcfile\data\TMP27.* a:CLIENTS.*
NOTE: This command only renames the copied files on drive A,
the TMP27 files would remain in c:\pcfile\data and those are
the files you would delete to free disk space.
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As an alternative to this procedure, you may want to backup
your database files before packing.
To pack a database:
1.Open the database you want to pack. If no database is open
when you choose the Pack option, PC-File will prompt you to
choose the database you want to pack using the Open a File
dialog box.
2.Choose Utilities. C
3.hoose Pack.
4.Choose Yes to start the packing process.
5.Note the TMP name of the original database and delete it
with the Utilities, File Management option once you are
certain that packing was successful. Alternatively, copy all
files with this name (.HDB, .DBF, and possibly .DBT) as a
backup, before deleting them.
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Repairing a Database
The Repair utility exists to correct certain kinds of damage
that can occur to a database file. However, you should not
assume that the Repair utility can correct all forms of file
damage, or that this means you do not have to maintain regular
backups of your files. Above all else, making regular backups
of your database-ideally as often as the database is modified-
is your best means of data security. See "Backing Up Your
Database" for some suggestions on ways to back up databases.
Even if you backup regularly, there may be times a database
file becomes damaged before it has been backed up. In this
case, the following procedures might allow you to reclaim a
damaged database.
Some of the signs that indicate your database file may be
damaged are:
"Garbage" characters (characters other than letters, numbers
or punctuation) appear in your data, or data is lost.
PC-File will not open your database (typically PC-File
displays an error message with error code 4097 in this
case).
PC-File displays an error message (typically with error code
4097) when making new indexes or re-building old indexes.
PC-File indicates fewer records than should be in the
database.
PC-File cannot locate records you know exist.
Preliminary Steps
In many cases, the problem lies not in the data file, but in
problems with one or more of the index files. This can be
caused by someone turning off the computer without properly
exiting PC-File (using Exit on the File menu), or by power
loss or a power surge while PC-File is running.
If PC-File can't open your database, follow the procedures
described under "To Repair a Database" below. If PC-File can
open the database, try rebuilding the indexes using the
following steps before trying anything else:
To rebuild all indexes
1.Open the database.
2.Choose File.
3.Choose Index Maintenance.
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4.Choose Rebuild All.
If your database continues to have problems, the next thing to
check is to make sure that the problem is not due to an error
in the way DOS is storing the data file. For example, if DOS's
file information indicates that the data file is smaller than
it actually is, PC-File will not be able to read all the
records in the database. To cover this possibility, the next
thing to try is to run the DOS CHKDSK utility using the /F
parameter to make sure that DOS's file information is correct.
WARNING: Before running CHKDSK /F, you MUST quit all the way
out of PC-File using Exit on the File menu and exit any other
program running "on top" DOS, such as Microsoft Windows or a
menu program. Failure to do so can damage files.
To run CHKDSK against your database:
1.Make a backup of your database.
2.Exit all the way out of PC-File (using Exit on the File
menu. DO NOT use CTRL-D or Drop to DOS on the Tools menu)
and exit any program running "on top" of DOS such as
Microsoft Windows or a menu program.
3.Run the DOS CHKDSK /F command to correct logical file errors
(refer to your DOS manual for details).
4.Rebuild all indexes as described above.
NOTE: As an alternative to the above procedure, you can use a
third- party utility program (such as Norton Utilities, PC-
Tools, SpinRite, etc.) to correct file and disk errors.
Using Repair
If your database still has problems after trying the two
procedures above, damage may have occurred to your database's
data files (.DBF and .DBT). The reasons this can happen are
numerous, but are typically due to something that damages the
magnetic information that is stored on your hard drive or
floppy disk. For example:
Loss of power during a disk operation.
Wear and tear on the hard drive surface
Physical shocks and poor handling of the hard drive can cause
"head crashes" which literally scrape data from the hard
drive's platters. Likewise, floppy disks can eventually wear
out or become physically damaged.
Magnetic damage, static discharge, or power surges
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These environmental influences can erase or corrupt the
magnetic information on a disk.
"Track Drift" or old formatting
When you first purchased your hard drive, it was either
formatted at the factory or by a technician. The formatting is
the filing system that shows your computer where it can store
new files and keeps track of where old files are stored. Over
time the tracks of the formatting can drift as the bearings of
the hard drive wear, or the formatting (which is magnetic
information itself) can fade or become damaged.
Hardware errors in the disk controller
The disk controller, the part of your computer which controls
all access to disk drives, can damage or lose files if it
isn't working properly.
Program errors
An error in any program, or conflicts between simultaneously
running programs, can potentially damage disk information.
Errors and conflicts which damage files can occur when
software accesses the disk, or causes a conflict in RAM. This
includes any of the following: application software, such as
databases, spreadsheets, or word processors; errors or
conflicts with memory-resident software (TSR's and device
drivers) such as screen blankers, disk caching, task
switching, menus or shells, memory
management programs, or drivers for special hardware support;
or errors in operating system software, DOS's or windowing
OS's.
If the damage was relatively minor, and there is no ongoing
hardware problem or disk formatting error, you can generally
repair damage with the following steps.
To Repair a database:
1.Make a backup copy of your database.
2.Run the DOS CHKDSK /F command on the disk where your data
resides directly from the DOS command line.
3.WARNING: You MUST fully exit PC-File using Exit on the File
menu-NOT CTRL-D or Drop to DOS on the Tools menu. Fully exit
any other programs running "on top" of DOS, such as Windows
or menu programs, before running the CHKDSK /F command-
failure to do so could cause further problems.
4.Correct any problems the CHKDSK command reports before
proceeding. Refer to your DOS manual for details on the
CHKDSK command.
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5.Start PC-File and open the damaged database using the File,
Open menu sequence. If PC-File will not open the database,
proceed to step 4.
6.Choose Utilities.
7.Choose Repair. If you were unable to open the database in
step 3, a file selection dialog box is displayed. Choose the
database to repair at this point and choose OK.
8.Choose Yes to scan for illegal characters.
A status box displays showing the rate of progress. Some
errors are automatically repaired. These errors and repairs
are reported as they are encountered. Other errors present an
option in this format:
Error: This database has: problem
PC-File can attempt to repair this problem, but doing so
might further damage the database.
If you have not made a backup of this database DO NOT
choose Yes to proceed.
If you have made a backup, you can safely choose Yes.
Should PC-File attempt this repair? (Yes/No/Cancel)
where "problem" is a brief description of the error in
question. Correcting errors of this type might cause further
damage to the database, because PC-File has to make certain
assumptions that might be incorrect. You should only proceed
with these options if you performed all preliminary steps:
making a backup and correcting file errors with CHKDSK /F or a
third-party utility program.
An information box displays at the end of the Repair process
indicating what repairs were done. PC-File tests the indexes
and rebuilds them, if necessary.
If your database still has problems after performing all of
the above procedures, try packing the database as described in
the section "Packing a Database." Only do this after trying
all of the above procedures. If using Repair seemed to make
the problems worse (this is possible if the assumptions Repair
uses are inappropriate for the detected problem), restore a
backup of your database before packing. Packing generates a
new copy of the database, which can correct some problems that
Repair
does not correct due to risk to the original file.
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If you still have problems after performing all the above,
your file might be irrevocably damaged. Repair utilities such
as Ashton-Tate's dBASE File Recovery, or other dBASE file
recovery programs can perform more involved repair procedures
that might allow you to reclaim the database. It is also
possible that hardware or disk errors might be the source of
the problem-run a diagnostic program or contact a technician
if you suspect this is the source of your problem. Assuming
your hardware is fine and your database cannot be recovered
with PC-File's Repair command, Pack command, or a third- party
repair utility, your only recourse is to restore your most
recent backup of the database.
Database Description
PC-File lets you print a description of your database, listing
the fields and the relevant information about each field. Data
contained in the fields is not printed, just information on
the fields. This feature can be useful when redefining or
creating a database, or just as a reminder of field length and
type. In fact, it's a good idea to keep on hand a printed
description of each of your databases.
The Datebase Description has five main parts:
Database Structure
This section shows the database's field names, a letter for
the field type (C=Character, N=Numeric, D=Date, L=Logical, and
M=Memo), the data length, and decimal place (only for numeric
fields).
Indexes
This section shows the index search field, followed by the
description with the index dBASE expression under it.
Field Attributes
This section lists any fields that have field attributes
assigned, which attributes are associtated with the field, and
the "when" assignments for the each attribute.
List of Views
This section lists all views in the database and their type.
Pictures of Custom Record Views
If there are any Custom Record views defined for the database
a "picture" of each view is printed. If there are no Custom
Record views, this section is omitted.
The Database Description option gives you three output
options:
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Printer Prints your database's description using the printer
indicated by the current profile.
Screen Displays your database's description on screen
Disk Stores your database's description in a disk file
To produce a database description:
1.Choose Utilities.
2.Choose Ddatabase Description.
3.Choose the database you want a description of, if no
database is currently open.
4.Choose Printer to print your database description. Or...
Choose Screen to display your database description on
screen. Or... Choose Disk to store your database description
in a disk file, type the file name, and choose OK.
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CHAPTER 14 PRINTING LABELS WITH PC-LABEL
PC-Label is unique in that it can be accessed from both the
menu and the DOS prompt. This chapter provides information on
accessing and using PC-Label.
Introduction
A mailing label utility is one of the most-commonly used
features of a database program. PC-File provides an easy-to-
use labels program, PC- Label, that lets you produce mailing
labels on almost any stock available. Over a dozen label
templates are provided, and you can create your own for those
that aren't.
PC-Label is actually a separate program that runs with PC-
File. In previous versions of PC-File, it was only accessible
from the DOS prompt. You can now access PC-Label from the PC-
File menu bar as well as from the DOS prompt.
NOTE: The mouse is NOT functional within PC-Label, so don't be
surprised if you don't see a pointer on the screen when using
it.
Creating and Printing Mailing Labels
The ability to generate mailing labels is one of the most
important and useful features of a database program. PC-File
provides three options for producing mailing labels. You may
find yourself using all three at different times. Choose the
method that will do the job you want.
Snapshot labels
You can print out a single label while entering or displaying
a record in a database. This is most useful when you want to
print a label as needed or keep track of needed labels one at
a time. See Chapter 11, "Utilities," to set up the snapshot
label format in your configuration profile, and Chapter 13,
"Tools," for information on printing a snapshot label.
Single column labels in Reports
Use the mailing label format in the Reports option to print
out single column labels. Only a minimum amount of formatting
is necessary, making this an easy way to print labels if you
aren't using multi-column labels. See Chapter 7, "Creating
Reports," for more information.
PC-Label
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This program, which can be run from the PC-File menu bar or
from the DOS prompt, provides the most flexibility. You can
set up a template for any label format, compress out lines and
spaces, and add text to the labels. PC-Label also handles
other kinds of files, not just those from PC-File databases;
these include PC-Type, PC- Calc+, and comma-delimited files.
This chapter covers only the PC-Label utility.
Starting PC-Label
PC-Label can be run from within PC-File or from the DOS
prompt. If you start within PC-File, the program drops you out
to PC-Label. The program works the same way, no matter where
you start it from.
To start PC-Label from the PC-File menu bar:
1.Open the database you want to use.
2.Choose Utilities from the menu bar
3.Choose Labels from the Utilities menu. The PC-Label Main
menu appears.
To start PC-Label from the DOS prompt:
1.Move to the directory that contains your PC-File program
files.
2.Type pclabel at the DOS prompt and press ENTER. You can add
a file specification to your start command if you have an
existing label definition and plan to use it immediately.
For example, you might enter pclabel c:\pcfile\members.lbl
to start up the label program and load the members.lbl label
definition at the same time. Otherwise, you can load the
defined label once you start the label program.
If you have a graphics monitor that doesn't support color (not
just a standard monochrome screen), enter pclabel /green at
the prompt to set your colors to black and white.
Once you start PC-Label, the PC-Label Main Menu appears.
The PC-Label Main Menu
All options necessary to create and print labels are provided
from the Main Menu. The options are defined as follows:
Load existing setup
If you have created a label definition in the past, you can
load that definition and start printing labels.
Define/modify setup
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Use this option to define the parameters for a label. The
parameters include the label dimensions, number of labels
across the page, label layout, number of copies of each label
you want printed, and several other factors that determine how
your labels will look.
Print labels
Once you have loaded or defined a label definition, you can
print the labels.
Save current setup
Unless you know you will never print labels again, save your
label definition for future use. The label definition is saved
to a file with the extension .LBL. Like a report file, this
file contains the definition only (essentially a list of the
parameters you defined in the setup), not the actual data that
prints on each label.
Quit/Exit PC-Label
Exit from PC-Label when you have finished. You will return to
where you came from, either the PC-File menu bar or the DOS
prompt.
The first four options on the menu are covered in detail
below.
Loading an Existing Label Setup
Use the Load existing setup option to load a label definition
that has been previously defined. Once the setup is loaded,
choose Define/modify setup to modify the setup. Choose Print
labels to print a set of labels.
If you want to use an existing label setup with a new
database, load that setup and change only the Label source
location (database path and name) parameter on the setup
screen. Then save the setup and give it a new name.
To load an existing label setup:
Choose Load existing setup on the PC-Label Main Menu.
Enter the path and label filename in the edit box. You don't
need to enter the .LBL extension. If the label file resides on
the current directory, just enter the file name, without a
path. The program assumes the current directory. As an
alternative, just enter the path for the label file. The
program displays a list of the label files on that directory,
from which you can choose the one you want.
Defining or Modifying a Setup
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You must define a setup before you can print labels. A label
setup is defined on the setup screen, a menu of over a dozen
parameters that determine the format and look of your labels.
To display the setup screen, choose Define/modify setup on the
PC-Label Main Menu.
The settings for each parameter are shown in the center of the
screen. A window of helpful information appears on the right.
The information is pertinent to the setting currently
highlighted, and changes as you move through the settings.
Most of the parameters have default settings already in place.
You can leave or change these defaults. To change a default or
enter new information, highlight the appropriate field, then
press ENTER. Pressing ENTER activates the field. Once you do
this, one of four things happens:
An edit window displays, allowing you to enter information
The field toggles to another option
A menu of options displays, allowing you to choose one
A new screen appears, allowing further input
It is important that you check each parameter and make sure
the settings are correct for your needs. At the bare minimum,
however, give attention to three parameters:
Label Source Location
Label Sheet definition
Label layout
You can't print a label unless you have defined these
parameters. All the parameters are covered in detail below.
To define a label setup:
1.Choose Define label setup from the PC-Label Main Menu.
2.Choose a Label Source Type and enter a Label Source
Location, if it isn't filled in already. PC-Label won't
allow you to make other changes or entries without first
choosing the database you are using.
3.Define any other options according to your needs. Most
important are the Label Sheet definition and Label layout
options. You can't print labels without laying out the
label. For all options on the Setup screen, highlight the
option and press ENTER to make any changes to it.
4.Press F10 when you finish to return to the PC-Label Main
Menu.
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5.Unless you know you will use this setup only once, save it
by choosing Save current setup from the Main Menu.
To modify a label setup:
1.Choose Load existing setup from the PC-Label Main Menu.
2.Choose the label file you want to modify.
3.Choose Define/modify setup from the PC-Label Main Menu.
4.Make your changes to the setup.
5.Press F10 to return to the Main Menu.
6.Choose Save current setup from the menu.
7.Press ENTER twice to save the setup with the same name.
An explanation of each parameter on the setup screen follows.
Label Source Type
Choose the type of data file that you are using for your
source. In most cases, you will use the default of PC-File,
which includes all recent versions of PC-File and dBASE.
PC-Label lets you use any of the following types of data
files:
PC-File 7
This is the default option that is used to print labels with
PC- File 7 databases. The following options are only used with
files produced by other ButtonWare programs and ASCII files.
PC-File 6
Along with databases created in PC-File 6.0, 5.0, and PC-
File:dB, this format includes dBASE III, dBASE III Plus, and
dBASE IV files. PC-Label looks for a file with a .DBF
extension.
PC-File+
This earlier version of PC-File used files with extensions
.DTA, .HDR, and .INX. PC-Label looks for all three types of
files when you use this format.
PC-Calc+
ButtonWare's spreadsheet program files use the file extension
.PCC.
Comma-delimited
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Files of this type consist of data fields separated by commas.
Often, double quotation marks are used around each field in
addition to the commas. A carriage return ends each record,
occasionally with a line feed as well.
ASCII-L
Files of this type consist of fixed length fields with no
separators between them. Each record ends with a carriage
return and sometimes a line feed. PC-Label prompts you to set
the length of each field when you get ready to print. Indicate
the length of each field by filling the space with a different
character (letter) from the keyboard.
ASCII-C
Files of this type consist of one field on each line. Each
record is separated by one or more blank lines.
To set the Label Source Type:
1.Highlight the Label Source type field.
2.Press ENTER repeatedly to toggle through the list of source
types. PC-File is the default.
Label Source Location
The Label Source Location is the actual file that contains the
data for the labels. PC-Label requires both the path and the
database name. Don't use any file extension.
If you opened a database before starting Labels from the menu
bar in PC-File, the path and database name are displayed here
already.
To enter the label source:
1.Highlight the Label Source Location field and press ENTER.
2.Enter the path and database name in the edit window at the
bottom of the screen. The file extension is not necessary
unless PC-Label prompts you for it. For example, type
c:\pcfile\sample\members. As an alternative, enter just the
path and press ENTER. A list of the databases in the
directory displays. Choose the database you want.
3.If the database is in the current directory, press ENTER to
bypass the edit window and display the menu of databases; or
just type the name of the database in the edit window.
NOTE: If you select comma-delimited, ASCII-L, or ASCII-C as
the source type, you have to indicate a file extension. For
example, if your comma-delimited file has the extension .WS,
type ws when prompted for the extension.
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Define Search (and switch indexes)
PC-Label lets you print all the records in the database, or a
selected group of them. The default is to print all the
records. To print a selected group, choose this option and
define the group you want to select.
The Define Search option also lets you change indexes for a
PC-File database. If you have multiple indexes, use this
option to select an alternate index. The new index changes the
order of the labels during printing.
The procedures for defining the search vary slightly,
depending on the type of database file you are using. The
procedures for a PC-File file are spelled out first, followed
by the procedures for all other types of files.
To define the search for PC-File databases or to change
indexes:
1.Highlight the Define Search field and press ENTER. A menu
listing the indexes in your database appears. The current
index is highlighted.
2.Choose the index for the order you want to print in. A menu
appears, providing options for selecting records. If you
just wanted to change indexes, press ENTER to return to the
setup screen. Otherwise, proceed to the next step.
3.Choose the type of search you want to conduct. For Simple
searches, highlight the appropriate field and press ENTER.
Enter the string of data you want the program to search for
in selecting records. For Formula searches, enter the search
command in the edit window at the bottom of the screen.
PC-Label supports all of the search capabilities of PC-File.
See Chapter 5, "Finding and Modifying Data," for more
information on conducting searches.
To define the search for other types of databases:
1.Highlight the Define Search field and press ENTER. A menu
appears, providing search options.
2.Choose the type of search you want to conduct. For Simple
searches, highlight the appropriate field and press ENTER.
Enter the string of data you want the program to search for
in selecting records. For Formula searches, enter the search
command in the edit window at the bottom of the screen.
Output Destination
PC-Label lets you print to a printer or to a file. Use the
Output destination option to set the port to which your
printer is connected or to name the file.
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The default for this field is LPT1, the first parallel port.
Most dot matrix and laser printers use LPT1. However, printers
can be connected to LPT2 or to a serial (COM) port.
Printing your labels to a file can be useful for a couple of
reasons. You can edit the labels with a word processing
program. You can also print the labels directly from the file
using the DOS PRINT command and continue working in the
database at the same time.
NOTE: Be sure you have enough space on your disk if you print
labels to a file. A large database of names can take up a lot
of space.
To set an alternative printer port:
1.Highlight the Output destination field and press ENTER.
2.Press ENTER again when asked for a file extension.
3.When prompted for the path, press ENTER.
4.When prompted for the file name, enter the printer port
device name. For example, type lpt2 to print to the second
parallel port.
NOTE: If you want to print to a serial port, such as COM1, be
sure to initialize your printer by using the DOS MODE command.
Consult your DOS manual for further instructions on this
procedure.
To print to a file:
1.Highlight the Output destination field and press ENTER.
2.Enter the file extension (without the period) of the file to
which you want to print the labels. For example, type txt in
the edit window and press ENTER. Leave this blank if no file
extension is desired. Just be sure that if you want to
access the file with a word processing program, the
extension is compatible with that program.
3.Enter the path name when prompted. Press ENTER to bypass the
path if you want to be in the current directory.
4.Choose a file from the list that PC-Label displays. Normally
you'll choose New File from this list.
5.Name the file if you are creating a new file, and press
ENTER.
No. of Copies
You can print up to 99 copies of your labels. If you want to
print more copies than that, you will have to choose the print
option more than once.
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The default is 1.
To define the number of copies:
1.Highlight the No. of copies field and press ENTER.
2.Enter the number of copies in the edit window at the bottom
of your screen.
Copies Definition
PC-Label ignores this option unless you choose to print more
than one copy of your labels. If you do print multiple copies,
you can print them one of two ways: By Group or By Label.
By Group
PC-Label prints all of the records once, then prints the
entire group again, repeating until the desired number of
copies has been printed. Thus, if you decided to print five
copies of your labels, the entire set of labels would print
out once, then again and again until you had printed it five
times. By Group is the default.
By Label
PC-Label prints the first record the desired number of times,
then prints the second record the desired number of times, and
so on until all records are printed the specified number of
times. Thus, if you decided to print five copies of your
labels, the first record would print five times, then the
second record would print five times, and so on.
No matter which way you choose, consider changing the Formfeed
option (described below) to End of each set. By doing that,
the printer kicks out the last sheet of each set of labels
before beginning the next set. That way each set of labels
would be on separate sheets. However, that option can also
prove to be wasteful of labels.
To define how additional copies are printed:
Highlight the Copies definition field. Press ENTER to toggle
between the two options.
Compress Blank Lines
Line compression is important for maintaining the appearance
of your labels. Without line compression, you can end up with
blank lines in many of the labels. For example, if you're
printing five lines of information, and one line is empty for
a particular record, line compression prevents PC-Label from
leaving a gaping hole in that label.
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Line compression removes blank lines from within a label and
replaces them at the end of the label. That way the number of
lines in a label remains constant, maintaining the proper
formatting for the entire sheet.
The sample labels below illustrate the differences between
printing labels with line compression and without line
compression.
Compress Blank Lines YES
Janet Ratite
438 Savannah Way
Seattle, WA 98103
Robert T. Hare
Rapid Flo Corp.
8900 Brushwood Avenue
Redmond, WA 98052
Compress Blank Lines NO
Janet Ratite
438 Savannah Way
Seattle, WA 98103
Robert T. Hare
Rapid Flo Corp.
8900 Brushwood Avenue
Redmond, WA 98052
To set the line compression option:
1.Highlight the Compress blank lines field.
2.Press ENTER to toggle between YES and NO The default is YES
(line compression is on).
Centering
This option lets you center each record vertically and
horizontally on the label, based on the longest line and the
number of lines within each record. If you leave centering
off, PC-Label starts each label at the same place on the same
line.
Centering overrides the fixed placement of fields which you
establish when you lay out a label. Label layout is covered
later in this chapter.
However, centering does not mean centering each line of an
address on the label. PC-Label doesn't do that. Each record is
centered as a whole.
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Whether or not you center is largely an aesthetic decision.
However, centering can sometimes cause problems with alignment
of multi-column labels. If you want to center multi-column
labels, leave the centering option off until you make sure the
labels are aligned, then turn the centering option on.
To set the centering option:
1.Highlight the Centering field.
2.Press ENTER to toggle between YES and NO. The default is
YES.
Pause If Truncation
Data that doesn't fit within the space you have defined on a
label will be truncated (cut off). You can ask PC-Label to
alert you every time that occurs while you are printing.
You may want to set this option ON the first time you run a
set of labels in order to check for any field length problems.
Truncated addresses can result in mail being returned because
of incomplete addresses. Once you are satisfied that all your
data fits, turn this option OFF.
To set the Pause if truncation option:
1.Highlight the Pause if truncation field.
2.Press ENTER to toggle between YES and NO. The default is NO.
Escape Code Toggle
You may want to print the first line of your mailing labels in
bold face, or perhaps include a return address in italics. To
use a type style other than regular type, follow these steps:
1.Toggle the Escape Code Toggle ON.
2.Set the escape codes for your printer.
3.Place the codes on the label when you lay it out.
Setting the escape codes is explained in the following section
(Print Escape Code) and placing the codes on the label is
explained in the section on Label Layout later in this
chapter.
To set the Escape code toggle:
1.Highlight the Escape code toggle field.
2.Press ENTER to toggle the Escape codes ON and OFF. The
default is ON.
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If you don't use any escape codes in your label format, this
feature is ignored, whether it is on or off.
NOTE: If you print to a file, escape codes appear as garbled
text. If you have used escape codes in your label, turn the
toggle OFF when printing to a file, unless you will be
printing the file later and wish to retain the escape codes.
Print Escape Code
Printers print in normal typeface unless they are told
otherwise. To tell a printer to use bold face, you must send
the printer an escape code. Then you must send another escape
code to tell it to return to normal type. Each printer
understands specific escape codes for each of the various
character formats (bold, italic, underline, subscript, etc.)
and different printers understand different codes. If you want
to use various character formats in your labels, you must tell
PC- Label what codes
your printer understands. To do that, you use the Print Escape
Code option on the Setup menu.
NOTE: Any print codes set in the configuration profile don't
apply to PC-Label.
Highlight the Print Escape Code field and press ENTER. A
dialog box appears.
The Print Escape Code Menu displays escape codes for all Epson
dot matrix printers and any other printers set to an Epson
mode. If you are using this type of printer, your work is
probably done. If you are using a different printer, consult
the printer manual for the printer escape codes.
The menu has two parts. At the top is the setup code. This is
the field that is highlighted when the menu first appears.
Below that is a listing of five individual character formats
and the printer escape codes that turn them on and off. The
two parts are discussed separately.
Setup Code
The setup code field lets you enter an all-encompassing escape
code for your labels. If you wanted to print your entire label
in italics or condensed type, for example, you would enter the
appropriate escape code here. You would not have to place a
code on the label definition itself.
Character Formats
You can access and change the information in any of the three
columns on the menu. The center column lists the character
format, the left column indicates the printer escape code that
turns that character format on and the right column indicates
the printer escape code that turns it off.
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To make changes to the formats and codes, highlight the
appropriate entry and type your change into the edit window
that appears. Press ENTER to replace the previous entry with
your change.
You only need to correct those codes that you plan to use. If
your printer reads different codes than the ones shown, but
you only plan to use the bold format in your labels, you need
only change the escape codes for bold. The other formats and
their escape codes will be ignored.
If you want to use a format that is not listed, such as small
capitals or double wide letters (available on some dot matrix
printers), enter the format name in the center column over one
of the current formats. Then enter the escape codes listed in
your printer manual that turn the format on and off.
Escape codes normally consist of two or three characters.
These characters can be entered as decimal values between
braces, or the actual character can be entered using ALT and
the numeric keypad. For example, the Epson dot matrix code to
turn off bold face is {27}{65} in decimal and _A using the ALT
key and keypad. You can also mix the two ({27}A), as the
default values indicate.
Label Sheet Definition
PC-Label provides 14 templates from which you can choose the
one that matches your label stock. If none of them match, you
can design a layout that will.
To select a template:
1.Highlight the Label Sheet definition field and press ENTER.
A window listing the label template options appears.
2.Highlight the template that matches your label stock. The
dimensions of your label stock should be listed on the side
of the box containing the labels. Choose User-defined if
none of the templates match your label stock.
3.Press ENTER to close the window.
If you selected a template, you return to the Setup menu. The
template you selected is now listed on the screen.
If you selected User-defined, a label definition screen
displays on which you can create your own template.
NOTE: If your labels are 1" high, use the 15/16" equivalent.
The other sixteenth of an inch is the space between each
label.
Creating your Own Template
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To create your own template, first choose the template that
most closely resembles the template you have in mind. Then,
when you choose User-defined, the values for that template
display as the defaults.
For example, if you are working with labels that are 4 x 1 1/3
(2- up), choose a template like 4 x 1 7/16 (2-up). That way
you have to change fewer values when you define the template.
The procedures for creating a user-defined template are
explained below, followed by a description of the Label Sheet
Format Definition screen.
To create a User-defined label template:
1.Highlight the option Label Sheet definition and press ENTER.
2.Choose the template that most closely resembles the template
you want to design.
3.Press ENTER to display the list of template options again.
4.Choose User-defined from the menu of templates. The Label
Sheet Format Definition screen appears. It is here you
create a template.
5.Highlight each option you want to change and press ENTER to
activate it.
6.Fill in the proper dimension in the edit window that appears
at the bottom of the screen for each option.
7.Test your answers by printing out a test sheet of labels.
8.Make any necessary changes to the label dimensions.
9.Press F10 when you finish to return to the setup screen.
The User-defined Template Options
Each of the options on the template is described below.
Number of labels across
Indicate the number of labels printed across your label sheet.
The minimum is one, the maximum is 25.
Width of label and space between
Enter the number of characters from the left edge of one label
to the left edge of the next label. This field is ignored with
single column labels.
Label width
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Enter the number of characters that represent the width of a
label. Most printers are set up to print 10 characters per
inch, but this is not always the case, particularly if you are
using condensed or elite type. Check your printer fonts if you
have problems with this dimension.
Top margin
Enter the number of lines at the top of each sheet of labels.
This option is only in effect when you feed sheets of labels
manually and have set the Feed method (the next option on the
setup menu) to By Sheet. Continuous feeding ignores this
option.
Number of labels down
Enter the number contained in one column of one page of
labels.
Height of label and space between
Enter the number of lines from the top of one label to the top
of the next label. This is normally one line more than the
label height.
Label height
Enter the number of lines on one label.
Run a test
Press ENTER with the Make template field highlighted to print
a test sheet. Follow the directions on the screen to check
your dimensions. If they are not correct, make the necessary
changes and run another test.
Feed Method
PC-Label lets you choose between two methods of paper feed:
Continuous and By Sheet. The default is Continuous, as this is
the normal method for most printers, including laser printers.
However, if you must feed each sheet of labels manually, or
want a pause between each page, choose the By Sheet method.
To set the feed method:
Highlight the Feed method field Press ENTER to toggle between
Continuous and By Sheet.
Formfeed
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This option lets you add an extra form feed for specific
instances where it might be necessary. There are three
settings: None, End of each sheet, and End of each set. Which
setting you choose depends partly on the feed method you
selected in the previous option.
None
In most cases you want to leave the formfeed off (set to
None). More than likely your printer will formfeed
automatically after each sheet and at the end of the printing.
End of each sheet
Choose this option only if you are using the By Sheet feed
method. This forces the last page or any other pages that are
not fully printed to kick out of the printer.
End of each set
Choose this option if you are using continuous feed and are
printing more than one set (copy) of labels. This option will
kick out a page at the end of each set, thus forcing the next
set to start on a new page. A set consists of one "print" of
labels, whether printed By Group or By Label (see Copies
Definition above).
To set the formfeed:
1.Highlight the Formfeed field.
2.Press ENTER to toggle between None, End of each sheet, and
End of each set. The default is None.
Label Layout
Use the Label Layout option to design how your labels will
look. Designing a label encompasses locating the fields,
adding text, defining the borders, and adding character
formatting.
There is no default layout or template for the design of an
individual label, so you must define this option. Your labels
will not print unless you do.
To layout a label, highlight the option and press ENTER.
The edit window in the center of the screen is sized according
to the dimensions you selected under the Label Sheet
Definition option. It is within this window that you define
your label. This operation is explained below.
Locating Fields and Text
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All the fields in the database are listed at the top of the
screen. Each field is numbered; use the numbers to locate the
fields on the label rather than the names.
The last four fields listed are system fields. These fields
can be used for all labels. They are explained in detail
later.
Text intended to appear on all labels can be entered directly
onto the label definition. For example, if your labels are
large enough, you could enter a return address in the top left
corner.
All fields, including system fields, and text must be preceded
by either of two location markers: the at sign (@) or the
question mark (?). These markers are used as follows:
At sign (@)
Fix the data or text at a specific location by preceding it
with the @. The field or text that follows the @ will always
start in the spot where you have placed it on the label. The @
itself marks the beginning of the field.
Question mark (?)
Precede fields or text with a ? when you want the data to
slide to the left until it encounters other data, the left
margin of the label as defined by the left bracket ( [ ), or
the left edge of the label. The use of brackets is explained
later in this section.
I
Using System Fields
The four system fields provide extra features that can be
added to your labels. The system fields are located on a label
definition in the same way as a data field, using the number
in place of the field name and preceding the field number with
an @ or ?.
Recno
This field lets you print the current record number on each
label, based on the current index.
Date
Use this field to print the current date, taken from the
system calendar.
Time
Use this field to print the current time, taken from the
system clock.
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Keyin
Use this field to enable you to enter data from the keyboard
onto each label. The printer pauses when it encounters this
field in each label. Press ENTER when you finish keying in
data to continue printing.
Unlike other fields, you must define the size of a keyin
field. You do this by following the keyin field number with
any character from the keyboard, repeated until the end of the
field. For example, if you want to define a keyin field eight
characters long, you might enter
@18aaaaaa
Note that the "18" is considered part of the eight character
spaces following the @ or ?. You can replace the a's with any
other keyboard characters, other than those reserved for other
use on the label, such as the @, ?, and the brackets used
around field names.
Centering the Label and Compressing Lines
Use square brackets [ ] to define specific areas within a
label for centering and line compression. Follow these
guidelines for using brackets.
If Centering and Line compression are turned off, brackets
have no effect.
If either centering or line compression, or both, are turned
on, the entire label is affected if you do not use brackets.
If either or both functions are turned on, and you do use
brackets, only the part of the label enclosed by brackets is
affected.
Thus, not using brackets is the same as using brackets around
the entire label (if centering or line compression is turned
on).
Adding Character Formatting
You can add character formatting to a label if you have
toggled the Escape code ON and defined the printer escapes
codes for your printer. If so, the character formats for which
you have defined escape codes are displayed at the bottom of
your screen, below the edit window. Each one is indicated by a
print marker, such as <<1>> or <<4>>. Use these print markers
to indicate character format changes on the label.
To indicate a change in character formatting, place the print
marker at the spot where the change occurs. For example, to
make a particular field bold, you might locate a field like
this:
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?<<1>>9<<2>>
Note that the print marker follows the ? or @ for the field it
affects.
Use no more than 16 different print markers in one label
definition, and only one for each field or text entry. In
other words, you cannot combine bold and italic formatting for
a particular field or text entry. Also, do not change the type
size when printing multi-column labels.
Workspace Drive
PC-Label uses a small amount of temporary work space when
printing labels. This work space, amounting to eight bytes per
label, is placed in a temporary file. Use this option to
indicate the drive on which that file is placed.
To set the workspace drive:
1.Highlight the Workspace drive field and press ENTER.
2.Enter the drive in the edit window that appears. The default
is C.
NOTE: The temporary file is removed from your disk when PC-
Label has finished processing. However, be sure you have
enough space to accommodate the temporary file when printing
labels.
Printing Labels
When you first start printing a set of labels, you need to
make sure the label stock is correctly aligned in the printer
and that the parameters you have defined for the label
definition are correct. PC- Label lets you check these by
providing a test option at the start of printing. Use this
option to make sure everything is lined up correctly.
When you choose Print labels on the PC-Label Main Menu, your
labels are printed to the printer or to a file, depending on
the output destination you chose on the Setup screen. The two
operations are handled in different ways by the program and
are covered separately below.
To print labels to a printer:
1.Choose Print labels from the PC-Label Main Menu.
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2.Choose Yes or No to position your label sheet in the
printer. Choose Yes if you are unsure of the placement of
the label stock in your printer. PC-Label goes through a set
of screens that will help you position the first sheet
properly. Choose No if you are familiar with placing the
label stock in the printer.
3.If you chose Yes to the previous step, choose Yes or No when
the program prompts you to align the labels again. Choose
Yes to test the alignment again. Choose No if you feel
certain the alignment is correct.
4.Choose Yes, No, or Yes & don't ask, or press ESC, when PC-
Label displays the first label and asks if you want to print
it. Choose Yes to print it. Choose No to skip this label and
continue to next label. Choose Yes & don't ask to print all
the labels without reviewing them on the screen. Press ESC
to display the following prompts: Abort-to abort the
printing process (to return to the main menu) Backup-to
backup to the previous label Continue-continue the printing
process Choose the appropriate response.
To print labels to a file:
1.Choose Print labels on the PC-Label Main Menu.
2.Enter the extension, then the path and file name to which
you want to print the labels.
3.Choose Yes, No, or Yes & don't ask when PC-Label displays
the first label and asks if you want to print it. Choose Yes
to print the label to the file. Choose No to abort the
process. Choose Yes & don't ask to print all the labels
without reviewing them on the screen. Press ESC to display
the following prompts: Abort-to abort the printing process
(to return to the main menu) Backup-to backup to the
previous label Continue-continue the printing process Choose
the appropriate response.
Saving the Current Setup
Once you have defined a label setup, you should save it for
future use. You can save it before or after you print labels
with it, but be sure to save it before you exit from PC-Label
or it will be lost.
A label setup is saved in a file with an .LBL extension. PC-
Label adds this extension automatically when you name the
file.
To save the current setup:
1.Choose Save current setup on the PC-Label Main Menu.
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2.Enter the path (drive and directory) where you want the file
to be stored. Do NOT include the file name. If you want to
store the file on the current directory, press ENTER to
bypass this box.
3.Choose New File.LBL from the list that displays to save the
setup with a new name. Choose another file name if you want
to save the setup to a current file, overwriting that file
in the process.
4.Enter the name of the file if you chose New File.LBL. Follow
DOS filename rules in naming the file. You don't need to
enter the extension, as PC-Label adds it automatically.
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CHAPTER 15 TOOLS
PC-File includes four small utilities, all easily accessible
from the Tools menu or with a hot key. You can have PC-File
dial a phone number for you, drop to the DOS prompt, print a
single label, or perform a calculation. PC-File also has a
spell checking utility for correcting spelling errors in
fields and letters. This chapter explains how to use these
features.
Overview
PC-File provides several options on the Tools menu that
perform small but very useful tasks. For example, you can
temporarily drop out of PC- File, grab almost all of the
memory used by the program, run another program, then return
to the same spot without losing a step.
PC-File also treats you like a CEO. Display a record on the
screen and the program will dial the phone for you and tell
you when to pick up the receiver.
The Tools options are explained briefly below and in more
detail in the sections that follow.
Option Hot key Action
Drop to DOS CTRL-D Lets you issue DOS commands and run other
programs Telephone Dialer CTRL-J Dials the phone number
selected on the current record Snapshot Label CTRL-L Prints a
mailing label for the current record Calculator CTRL-C Lets
you enter and memorize a calculation
Dropping to DOS
The Drop to DOS option lets you exit from PC-File temporarily.
You can then issue DOS commands or even run another program.
When you return to PC-File, you are in the same place you left
off.
You may want to copy a file or group of files to another
directory, or perhaps delete files to make more room for data.
Or you may want to open another program, such as a
spreadsheet, and look at a file from which you are about to
import data.
Before you drop to DOS, determine what action you intend to
take. There are two forks in the road as you drop to DOS, and
the action you intend to take determines the forks you should
follow. The two forks involve:
Issuing single or multiple DOS commands Deciding whether you
need to free up memory
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Single or Multiple DOS Commands?
When you choose Drop to DOS from the Tools menu (or press
CTRL-D), PC- File displays a dialog box.
To issue a single DOS command, type the command in the dialog
box. Once DOS completes the command, press any key to return
to PC-File.
To issue multiple commands, leave the text box empty and
choose OK. PC- File takes you to the DOS prompt, from which
you can enter multiple commands. When you are ready to return
to PC-File, type exit at the DOS prompt and press ENTER.
If you want to open another program, you can do it either from
the dialog box or from the DOS prompt. If you have to change
directories first, you need to move to the DOS prompt, as
multiple commands are needed.
Free Up Memory?
Once you enter a command in the dialog box, PC-File asks if
you want to free up memory. In most cases, answer Yes if you
plan to run another program, or answer No if you are just
issuing DOS commands.
In rare cases, the opposite may be true. If your computer has
a lot of memory, you may not have to free up memory to run
some programs. If you have a minimum of memory, you may have
to free up some just to run a series of DOS commands.
PC-File frees up memory by writing a temporary file to disk.
The temporary file contains the actions you have taken in PC-
File, so you can return to where you left off. All but just
over 20K of memory that PC-File normally uses is freed up.
NOTE: Be sure you don't delete the temporary file written by
PC-File. Temporary files are named TEMPxxxx.PCF, with the x's
being any combination of characters.
NOTE: Though dropping to DOS should not interfere with PC-
File, it is recommended that you save whatever you are
currently working on. For example, if you are creating a
report, save the report, then drop to DOS. While unlikely, it
is possible you could run out of memory and have to reboot.
Autodialing a Phone Number
Along with its main function as a database program, PC-File
includes several important features of a communications
program. If you have a modem, you can display records that
include phone numbers and use PC- File to dial the phone.
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As an added bonus, PC-File keeps track of your phone calls.
After a call ends, an entry is made in a telephone log file,
which you can later use to verify the charges on your phone
bill.
NOTE: You can't use PC-File to "talk" to another computer,
such as a bulletin board, or to a fax machine. It's only
useful for talking to another person (or listening to an
answering machine or voice mail).
Autodialing Requirements
To make use of the autodialing feature, you need the following
equipment and data:
Communications port
You must have a serial communications port on your computer.
This can be COM1, COM2, COM3, or COM4.
Modem
You must have a "Hayes compatible" modem connected to your
communications port. It doesn't have to actually be a Hayes
modem. It just has to be able to recognize a few of the Hayes
modem commands. Most modems can do this.
The modem is essential because PC-File uses it to actually
place the phone call. After the phone number has been dialed,
the modem is no longer needed. PC-File bypasses the modem so
you can talk on your handset.
Handset
This is the actual telephone. Plug the telephone into the
modem. There's usually a connector on the modem that says "to
phone" or "handset", or something similar.
You can use a dial (pulse) or touch-tone phone. PC-File
assumes you have a dial phone unless you specify you have a
touch-tone phone by changing the modem dialing command in your
configuration profile. See Chapter 13, "Utilities," for
information.
Database
You must have some phone numbers that PC-File can use to place
the call. The phone numbers come from a field in a database.
The database might be a "customer" database, or a "sales
leads" database, or any type of database that contains phone
numbers. The phone number must be in a field named "phone", or
have "phone" as part of the name. You can have multiple phone
fields in a database, as PC-File prompts you for the number
you want to call if it detects more than one phone number
field.
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Setting Up a Database for Autodialing
If you intend to use the autodialing features of PC-File,
check your configuration profile to make sure the modem port
and dialer settings are correct. (See the section on
configuration in Chapter 13, "Utilities," for information.)
Then follow these guidelines when defining your database:
The phone field
When the telephone dialer is activated, it looks at each of
the field names in the database. If any field name includes
the characters "phone", that field is assumed to contain a
phone number. Be sure to use the word "phone" in the
appropriate field(s).
If you have multiple phone fields, PC-File will prompt you to
select one of them when you make a call.
The phone number
The phone numbers should normally be entered as numeric digits
(though the field should be a character-type field). Some
modems can translate characters to digits, but many can't.
Thus, it is recommended that you enter (800)J-BUTTON as
(800)528-8866. You can include spaces, parentheses, or hyphens
for clarity, although they aren't required.
Embedded commands
You can include Hayes modem commands in the phone number
field, though they are normally unnecessary. PC-File
automatically sends the ATD command to alert the modem that
you are about to use it. Other commands, such as including a 9
before the number to dial out of an office, should be included
in the phone access commands in the configuration profile. See
Chapter 13, "Utilities," for information on setting up your
phone profile. See your modem manual for information on Hayes
modem commands.
Comments
If you want to include a comment (information that will not be
sent to the modem) in a phone number field, precede the
comment with a semicolon. For example, you might type 528-
8866; ask for Janet.
Long distance codes
For long distance calls outside of your area code, don't
include the "1" (long distance access code) with the phone
number. You do need to include the area code, however. PC-File
automatically adds the 1 for all phone numbers that are 10
digits or longer, unless the number starts with a zero (calls
outside the U.S. and Canada).
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For long distance calls within your area code, you must
include the "1," unless your local phone company requires you
to dial the area code for long distance calls within your area
code. In that case, treat it like any other long distance
number and enter the area code into your phone field.
Here are some valid phone numbers:
528-8866 a local call
1-528-8866 long distance within the area code
1 528 8866 same as above
(206) 528-8866 long distance to a different area code
206-528-8866 same as above
011-312-322-1 foreign call (PC-File doesn't send a 1)
Placing a Call
Be sure the modem and telephone are hooked up correctly and
the port and access codes are properly configured in the
database configuration profile.
To place a call:
1.Display the record containing the phone number you wish to
call. You can be in either Modify mode or Read-only mode. If
you are in a Table view, highlight the record. You do not
have to highlight the phone field itself. You must have the
record itself displayed. You can't place a call from a
letter or report that contains phone number data.
2.Choose Tools from the menu bar.
3.Choose Telephone dialer from the Tools menu. As an
alternative to steps 2 and 3, press CTRL-J to activate
autodial. To recall this hot key, remember that the J stands
for Jingle.
4.Choose the phone number to call if there is more than one
phone field in the record. PC-File displays a dialog box
listing the phone numbers when multiple phone fields are
defined in a record.
5.Wait while the call is being made. Normally you can hear the
modem dialing and the rings or busy signal that follow.
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6.Pick up the handset and press ENTER as instructed on the
screen. Pressing ENTER starts the timer that records the
length of the call. Picking up the handset releases the
modem from the phone line. Do NOT pick up the handset until
the dialing is completed, as it interrupts the dialing
process.
7.Press ENTER again when you finish the call to stop the
timer, then replace the handset. If you need to use your
computer while you're talking on the phone, you can stop the
timer whenever you want. This removes the timing message
from the screen, but allows you to continue the phone
conversation. Of course, the entry in your phone log will
reflect a shorter call duration due to the early stoppage of
the call timer.
The Phone Log
A different phone log is kept for each database. The log is
called databasename.CDS.
PC-File adds a new entry in the .CDS file for each call. The
entry always includes the current date, phone number dialed,
starting time and call duration, and the port to which the
modem is connected. The program also picks up information from
any fields which include the characters "name", "company",
"city", "state", and "country".
Printing and Displaying a Phone Log
All of the information in the phone log is in ASCII character
format. Thus, you can display or print out your phone log
using any program that reads ASCII files. This includes most
text editors and word processing programs.
NOTE: If you have to change the extension .CDS to a different
extension in order to display the file in a word processing
program, be sure to save it back as a text file if you want to
continue adding phone calls to it.
You can also print the log directly by using the DOS PRINT
command. At the DOS prompt, type print databasename.cds and
press ENTER. Be sure you are in the same directory as the
file. The log prints to the default printer.
Deleting a Phone Log
Each phone call made is added to the end of the current
database phone log. If you want to clean out the phone log and
start a fresh one, just delete the file using the DOS DELETE
or ERASE command. For example, type del databasename.cds at
the DOS prompt and press ENTER.
PC-File automatically creates a new log for the database the
next time you make a call.
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Taking Snapshot Labels
Snapshot labels let you print a single mailing label for the
currently displayed record. This can be a handy feature,
particularly for those users that take phone orders or for one
reason or another want to print out labels one at a time.
You can also print snapshot labels to a file, then print them
out all at once at a later time. That might be a better way to
do it, if you are not set up for printing single labels.
You can also use this feature to save snippets of information
other than mailing labels. In fact, the snapshot label feature
can be used for a wide variety of possibilities. For example,
you can set up a phone log format to remember who called. You
can format envelopes with both a mailing and return address,
using the Free form format in Reports. You can format a COD
label or invoicing form for quick printing. You can even print
snapshot letters if you want.
Snapshot Label Procedures
"Snapping" a snapshot label is a simple process, but there are
several preliminary steps before you can actually take the
snapshot.
To define and take a snapshot label:
1.Define a report structure for your snapshot label. Reports
are normally defined using the Mail label format of the
Report generator, though you can use any format. See
"Defining the Snapshot Structure" below for more
information.
2.Assign a report to a snapshot number. You do that in your
configuration profile. See Chapter 13, "Utilities," for
information.
3.Select the output for the snapshot. You can print to a
printer or to a file. This decision is also entered in your
configuration profile.
4.Display a record on the screen. You can be in Record view or
Table view. In Table view, the record currently highlighted
is used.
5.Take the snapshot. Choose Tools from the menu bar and
Snapshot label from the Tools menu. As an alternative, press
CTRL-L. If you have multiple snapshot label formats attached
to the current database, PC-File prompts you to choose one.
If printing to a printer, be sure it is properly hooked up
and turned on.
Defining the Snapshot Structure
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A snapshot label is a report incorporating just one record
from your database. Like a report, you must first outline the
structure of the snapshot before you can print it.
You can use any of the report formats for defining a snapshot
report, though for actual mailing labels, the Mail label
format is probably the easiest. If you use the Free form or
Language formats, you can only use the Detail section. A
snapshot does not read any other section in a report.
You can use a report for snapshots that you also use for
printing a regular report. For example, if you have created a
report for printing mailing labels, you can use the same
structure for snapshots. You can also create reports for just
using with snapshots.
Once you have defined the report structure, you must assign it
to a snapshot. You can define up to five snapshot reports in
each database. At the same time, you must tell PC-File whether
you want to print that snapshot to a file or to the printer.
Both operations are handled in the configuration profile. See
Chapter 13, "Utilities," for information on these operations.
NOTE: You can't use a mailing label defined in the PC-Label
utility for a snapshot.
Using the Calculator
The Calculator option on the Tools menu emulates a standard 4-
function calculator which responds to either the mouse or the
keyboard (including the keypad). You can perform any type of
calculation that is functional within PC-File, including
arithmetic and date calculations, string calculations, and
relational lookups. See Chapter 17, "Calculations," for more
details on performing calculations.
If a calculation includes one or more field names, the data
from the currently displayed or highlighted record is used in
the calculation.
Choosing the Calculator option on the Tools menu, or pressing
CTRL-C displays the calculator dialog box.
The text box at the top of the window displays the calculation
as a formula reading left to right, for example, 123.4 + 567.8
- 901. If the calculation exceeds the length of the text box,
the display will scroll up to a total of 120 characters. You
can enter any valid PC-File calculation containing numbers,
field names, and all supported functions:
Date calculations (@TODAY#), (@DAY#,mask), and (@DATE,mask)
Relational lookups (@shared field in current db, lookup
database, shared field in lookup db, lookup field)
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Logical expressions Comparisons using any of the following
operators:
< Less than
> Greater than
& And
| Or
( ) Parentheses
NOTE: Logical operators which use the = sign cannot be typed
in directly because pressing the = key causes the calculator
to display its result. It is possible to copy a logical
expression from an editing window or text box in another area
of PC-File with CTRL-INS and paste it into the calculation
text box with SHIFT-INS.
Math functions + Addition
- Subtraction
* Multiplication
/ Division
^ Exponentiation
% Modulo (Remainder)
String functions UPCASE( ), LOWCASE( ), MIXCASE( ), LASTWORD(
), FIRSTWORD( ), TRIM( ), and ; (semicolon) the concatenation
operator.
The result of your calculation is not displayed until you
click = on the calculator, press the = key, or press ENTER.
The result does not automatically clear, allowing you to
display an intermediate result and continue, incorporating the
result into subsequent calculations, if you want.
In addition to standard number, decimal, add, subtract,
multiply, divide and equals keys, there are seven other keys :
clr
The Clear key clears the calculation text box. Also, if the
contents of the text box has been memorized with the Store
(sto) key, pressing it a second time after clearing the text
box clears the memorized contents.
sto
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The Store key memorizes the full contents of the calculation
text box. This can be the result of a calculation (after
pressing =) or a calculation formula itself (before pressing
=). As much of the memorized contents as possible displays
above the calculation text box. Choosing Store with something
already memorized replaces the previously memorized value.
rcl
The Recall key retrieves the value or calculation stored with
the Store key.
cpy
The Copy key copies the full contents of the calculation text
box to a memory buffer allowing you to "paste" it with SHIFT-
INS. This is generally used to copy the result of a
calculation into a field after exiting the calculator window.
exit
The Exit key removes the calculator window.
fld
The Field key displays a dialog box that allows you to choose
data from any field and copies it to the end of the contents
of the calculation text box. This key does not appear when the
Calculator is invoked with no database open.
LU
The Lookup key displays two dialog boxes that allows you to
retrieve data from a field in a related database. See Defining
Relational Lookups, below, for details on how to use the
Lookup dialog boxes. This key does not appear when the
Calculator is invoked when no database is open.
NOTE: The Store key and the Copy key differ slightly in
function. Each stores its memorized information to a separate
memory buffer. The Store key can only be used to memorize and
copy information within the Calculator window, and must be
used in conjunction with the Recall key. The Copy key copies
the current contents of the calculaton text box to the same
buffer used for the CTRL-INS, SHIFT-DEL, and SHIFT-INS edit
keys, and is used to copy the memorized information to any
active field or text
box used in PC-File.
Additionally, both the Store and Copy keys only copy the
entire contents of the calculation text box, to copy a portion
of the text box: highlight the desired portion, press CTRL-
INS, move the cursor to the location you want to copy to and
press SHIFT-INS.
To perform a calculation:
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1.Choose Tools from the menu bar.
2.Choose Calculator from the Tools menu. As an alternative to
steps 1 and 2, press CTRL-C.
3.Enter the calculation into the text box using any of the
following methods:
Using the keyboard
Using the numeric keypad
Clicking the key buttons on the Calculator window with
the mouse.
4.Press ENTER or click = to display the answer.
5.Choose the Copy key or press CTRL-P if you want to save the
answer to the cut-and-paste buffer.
6.Choose Exit to remove the Calculator window.
To write an answer saved to the cut-and-paste buffer to a
field or text box, move the cursor to the desired location and
press SHIFT-INS.
The cut-and-paste buffer is shared by the Copy key and the
edit keys: CTRL-INS and SHIFT-DEL. The cut-and-paste buffer
only holds one memorized item at a time. Subsequent uses of
the Copy key, CTRL-INS, or SHIFT-DEL replaces whatever was
previously in the cut-and-paste buffer.
Using the Spell Checker
The Spell Checker is available in many areas of the program.
You can check data in memo fields or the text of letters used
in a mail merge. The Spell Checker is accessed as a tool on
the button bar or by pressing CTRL-Q. You cannot access the
spell checker from the Tools menu, but it is included in this
part of the documentation because it is used like a tool.
There are two ways to invoke the spell checker.
Press CTRL-Q.
Click on the Spell Button with the mouse.
When a misspelled word is encountered a dialog box displays.
The spell checker in PC-File is similar to any spell checker
you may have used in a word processor. When you spell check
text in PC-File, it pauses and displays any misspelled word.
You then have four options:
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Option: Function
Ignore : Ignore the misspelled word and continue the spell
checking.
Suggest: Suggest options for the misspelled word.
Add: Add the current word to the user dictionary.
Re-type: Re-type the current word in the edit box, making the
proper corrections.
Ignore
Use this option when you use a word or acronym such as NASA.
You might want to include NASA in a memo, but not add it to
the user dictionary. Choose Ignore to skip the current word
and continue spell checking.
Suggest
Use this option when you want to see various options for
corrected spellings. After using the Suggest option, you can
select one of the suggestions from the list and then choose
Replace to replace the misspelled word with that selection. If
the correct word is not among the suggestions, you can re-type
the word, making any changes necessary. You can then Replace
the word or Add the word. Adding the word will both replace
the word and add it to the user dictionary.
Add
This is used to add frequently used words to the user
dictionary that are not found in a common dictionary. Proper
names are common additions to the user dictionary. The name
"Frankie Angelosi" is not in the dictionary. "Frankie
Angelosi" could be added to the user dictionary so that PC-
File will not stop each time it found the name. Choose Add to
add the current word to the user dictionary.
Re-typing
You can also edit the current word, making the correction by
hand as opposed to having PC-File make any suggestions. For
example, PC- file would stop on the word "aftr." It may be
easier to simply add "e" to the current word in the edit box
and make "after" instead of pressing Suggest and then Replace.
Re-type the current word in the edit box to make changes by
hand.
After you have made changes to a word, you can replace the
original word with the changed word by choosing Replace. You
can also choose Add to add the changed word to the user
dictionary and replace the original word with the newly added
word.
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You can stop the spell checker at anytime by choosing CANCEL.
Spell Checking Memo Fields
You can use the spell checker in memo fields. You can use it
at anytime: when you first enter the data or later, when
examining your data.
To use the spell checker in a memo field:
1.Expand the memo field by pressing CTRL-E or clicking on the
up arrow button to the right of the memo field.
2.Choose Spell. PC-File begins spell checking the entire memo
field. When a misspelled word is encountered the Spell Check
dialog box displays.
3.Make the appropriate corrections using: Ignore, Suggest, Add
or re- typing for all misspelled words.
Spell Checking in the Letter Writer
The Spell Checker is available in the Letter Writing part of
PC-File. You can check the spelling at any point in the
document. The Spell Checker always starts at the point of the
cursor and moves through the document to the end. To check an
entire document, move the cursor the top of the document and
choose Spell.
To use the spell checker in a letter:
1.Move the cursor to the first word to spell check, or move
the cursor to the beginning of the letter to spell check the
whole letter.
2.Choose Spell. PC-File begins spell checking the letter. When
a misspelled word is encountered the Spell Check dialog box
displays.
3.Make the appropriate corrections using: Ignore, Suggest, Add
or re- typing for all misspelled words.
Spell Checking Other Fields or Text
You can invoke the spell checker in other fields or anywhere
the "I- beam" text cursor is active. For example, the spell
checker will check the contents of any text box including
fields.
To spell check other fields or text:
1.Place the cursor in any field or area the text cursor is
active.
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2.Press CTRL-Q. PC-File begins spell checking the letter. When
a misspelled word is encountered, the Spell Check dialog box
displays.
3.Make the appropriate corrections using: Ignore, Suggest, Add
or re- typing for all misspelled words.
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CHAPTER 16 USING MACROS
A macro is a shortcut around repetitive work. Instead of
typing out the name of your company repeatedly, you can record
a macro and enter it with just two keystrokes. Or you could
set up a macro to run out a weekly report. Macros are easy to
set up and easy to use. This chapter explains how.
Why Use Macros?
Recording a macro is similar to using a tape recorder. You
turn on the record option, make the recording, then turn it
off. Later you can play it back just as it was recorded.
Macros are essentially a tool to help you cut down on
repetitive tasks. Any PC-File operation that you perform often
is a good candidate to become a macro.
For example, if you find yourself typing out your name and
address repeatedly while using PC-File's letter writing
feature, record the operation as a macro. You won't have to
ever type it again.
You could also set up a macro to print out a weekly or monthly
report. Record every step, from opening the appropriate
database to printing. You can even record a printer setup
change, switching from a default dot matrix printer to the
laser printer, then switching back again when the printing is
completed.
PC-File also lets you insert a pause in a macro that allows
user input from the keyboard. Thus, you could enter a new
title for a report from the keyboard in the middle of
executing a macro.
A macro can also be useful for making changes to your records.
If you have imported a database, for example, and want to
divide the information in a particular field into two fields,
a recursive macro can save you a lot of time and effort. With
a recursive macro, PC-File loops through every record, making
the requested changes.
Macro Guidelines
A macro is a single command that represents a sequence of
previously- recorded commands and keystrokes. Executing the
macro results in the entire sequence of commands being played
back.
PC-File makes it easy to record and execute macros. Follow
these guidelines when creating and using macros:
Macro identifiers
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In PC-File, macros are identified by one of the 26 letters of
the alphabet. You can also create a special startup macro and
identify with an asterisk (*).
Macro descriptions
Along with choosing an identifier, you can enter a macro
description. Enter a description that will remind you what
operation the macro performs. Descriptions can be up to 30
characters long.
Macro window
PC-File lists all macros in a window. The window displays
after you record a macro, allowing you to choose an
identifier. You also display the window to execute, modify, or
delete a macro.
Macro files
Each window of macros is stored in a separate file. Macros
created with no database open are stored in PCFILE.MAC. This
file loads automatically when you start PC-File. Macros
created within a database are stored in a file called
databasename.MAC. A different file is created for each
database. The file loads when you open the database. If you
need more than the 26 macros allowed within one file, you can
set up an additional file and load it into the database
whenever it's needed.
Macro limits
A macro can contain up to 1000 characters. Some keystrokes,
such as entering a single letter, require only one character.
Others, such as pressing ENTER, require up to seven or eight
characters. Thus, it is impossible to say how many commands
can be entered in a single macro, but the limit of 1000
characters is large enough to include most operations. If you
suspect that an operation will need more than the limit
allows, you can divide the operation between two macros,
starting the second macro as part of the operation in the
first macro.
Planning a Macro
Before you record a macro, plan out what you want to do. You
might want to list the steps involved and run through them
once. This can save you from having to edit or re-record the
macro later on.
Among the points to consider before you record a macro:
Consider the starting point
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Think about where you will be in PC-File when you run the
macro in the future. For example, if you set up a macro to run
a weekly report, do you start the macro with the database open
or do you include the opening of the database in the macro?
Mouse commands are ignored
Macros do not record mouse commands. Thus, if you use a mouse
with PC-File, learn the keyboard commands for those steps that
you normally perform with a mouse. Then, when you record the
macro, record only keyboard commands. Mouse commands are
ignored during recording and skipped over when playing back
the macro.
Mistakes are recorded
If you make a mistake while recording a macro, the mistake and
your correction become part of the macro. For example, if you
spell a word wrong while typing it in, the mistake, the
deletion, and the correction all become part of the macro.
Though the end result is correct, you may want to edit the
macro after you finish recording it to remove the mistake.
Arrow keys can be dangerous in macros
When possible, avoid using the arrow keys to make selections
from lists. After all, lists change. Whether it is a list of
files or a list of fields, the options are variable and can
change from week to week. For example, you can create a new
report or delete an old one, changing the lineup of report
files. Or you could redefine the fields in a database.
Thus, instead of using the arrow keys to highlight a field or
file, type the field or file name in the text box within the
respective dialog box. That ensures that any changes to the
order of the options on the list don't affect the macro.
Menu option availability can also change, as the result of
some options being grayed out. It is recommended that you
press the underlined letter of an option rather than using
arrow keys to choose it.
The Macro Options
Use the options on the Macros menu (or the hot keys, if
available) to create and use Macros.
Option: Explanation
Execute: (CTRL-M or right Display macro window to select and
run a mouse button) macro
Begin recording: (CTRL-Y) Start recording a macro
End recording: (CTRL-Y) Stop recording a macro
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Modify: Edit a macro description or definition
Delete: Erase a macro
Load new set: Create or load a macro file
Recording a Macro
You must use the keyboard when recording a macro. Mouse
commands are ignored during the recording and skipped over
during execution of the macro.
PC-File indicates that a macro is being recorded by making an
audible sound every time you depress a key.
To record a macro:
1.Choose Macros from the menu bar.
2.Choose Begin recording from the Macros menu. As an
alternative to steps above, press CTRL-Y.
3.Press ENTER to remove the message window and begin
recording.
4.Perform the operation you want to record.
5.Choose End recording from the Macros menu, or press CTRL-Y
again.
6.Identify the macro by choosing a letter from the window that
displays.
7.Enter a description of the macro. The description is
optional, but recommended. You can enter a description of up
to 30 characters.
8.Edit the macro contents if necessary. The macro contents
display the keystrokes you made during the recording of the
macro in a written format. You can edit the macro by editing
the written definition. See the section on modifying a macro
below.
9.Choose OK when you have finished.
Pausing for User Input
You can force a macro to pause and accept keyboard input from
an operator during execution. This can be handy for entering a
new title for a report each time you run it, or to include
specific criteria as part of a formula search.
To include a pause in a macro:
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Type {INPUT} at the point where you want keyboard input.
In most cases, you should be able to insert the pause while
recording the macro. For example, to force a pause allowing
the user to enter a report title, you could enter {INPUT} as
the report title when recording the macro. Obviously, the
report you print out during the macro recording process would
have a rather unusual title, but presumably the main purpose
is to record the macro for future use. As an alternative, you
could enter a legitimate title, then edit the macro afterwards
and replace the title keystrokes with {INPUT}.
The following example illustrates a macro that allows the user
to enter a new page number on which to start printing after a
paper jam:
plrdonation{ENTER}{TAB}{TAB}{TAB}{TAB}{INPUT}{ENTER}{ENTER}
The macro assumes the sample database Member is open. In the
first part of the macro, plrdonation, PC-File chooses Print
from the menu bar (p), Letters from the Print menu (l), and
Run from the dialog box (r), then types in the name of the
letter (donation) in the text box of the file selection dialog
box. {ENTER} closes the file selection dialog box and opens
the Print options dialog box. The four {TAB}s move the cursor
to the Start at page # text box, where the user can enter a
new page number over the default of 1. {ENTER} pressed twice
resumes the printing.
During execution of a macro, PC-File beeps twice to indicate
that information is requested from the user. The message
"Pausing" displays on the information line when the {INPUT}
command is in effect. Pressing ENTER causes the macro to
resume playing.
Slowing Down a Macro
If you have a problem when running a macro, it can be
difficult to see where the problem is occurring when the macro
is playing back at normal speed. PC-File has a command to slow
down macro execution to allow you to more easily "debug"
macros. This command can also be useful to slow down a macro
for demonstration purposes, so that your audience can see more
clearly what operations the macro is performing.
The format of the delay command is:
{DELAY-nn}
where "nn" is approximately the number of tenths of seconds
you want PC-File to delay the execution of each step in the
macro.
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Like the INPUT command, in many cases you can insert a DELAY
command while recording a macro, but more typically you would
edit a macro and insert it. See "Modifying a Macro" for
details on editing macros.
Once issued, a DELAY command continues to take effect for the
rest of the program session, or until a DELAY command to reset
macro speed to normal is issued. For this reason, you would
typically insert or record a DELAY command at the point you
want the macro to slow down, and then add another DELAY
command at the end of the macro to reset macro speed to
normal. For example:
{DELAY-10} macro commands {DELAY-0}
where "macro commands" is your macro definition.
To slow down a macro while recording a macro:
1.Type {DELAY-nn} (where "nn" is the number of tenths of
seconds you want to delay each macro step) at the point you
want PC-File to slow down your macro.
2.Type {DELAY-0} at the point you want normal macro execution
speed to resume.
NOTE: If you do not include a {DELAY-0} command following a
DELAY command to slow down macro execution, the execution of
all other macros during that session will be slowed down.
Defining a Startup Macro
You can define a startup macro to run automatically when you
start PC- File or open a database. A startup macro is useful
for those procedures that you find yourself repeating at the
beginning of each session. For example, you could use the
startup macro to make sure a particular index is in effect
when you open the database, or to print the daily report.
The startup macro is identified by the asterisk (*). You can
define a separate startup macro for each database.
To record a startup macro:
1.Follow the procedures described above for recording any
other macro.
2.When you choose the identifier, choose * instead of a
letter.
Only use the startup identifier for a macro that you want to
run EVERY time you open the database. Otherwise, leave it
unused.
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If you do create a startup macro, you can also choose that
macro from the window, just as you would any other macro, if
you want to perform the actions that it executes.
NOTE: Startup macros only run when you open a database. They
are NOT programmed to run when you load a new macro file into
memory that includes a startup macro. Loading macro files is
covered at the end of the chapter.
Nesting Macros
You can nest a macro within another macro. You do that by
recording a macro, then including the execution of that macro
in the recording of another macro. When you run the parent
macro, the nested macro plays out as part of the operation.
Use nested macros to:
Run a macro as part of the operation of several other macros
Run a recursive macro (used to loop through records) as part
of a larger process
Handle long operations that stretch beyond the limits of a
single macro
Nested macros can be used anywhere within their parent macros:
at the start, in the middle, or at the end. You can nest
macros down to several levels if you want.
To include one macro within another, just run the child macro
as one of the steps while recording the parent macro. A child
macro takes this format: {CTRL-M}x. The keystroke {CTRL-M}
displays the macro window. The letter x represents the
identifier (A through Z or the *) of the nested macro. Thus a
nested macro looks something like this:
...{ENTER}{CTRL-M}B{ALT-E}...
In this example, the nested macro listed as B in the current
macro file is executed between the macro keystrokes {ENTER}
and {ALT-E}.
Recursive Macros
A recursive macro is a macro that loops back on itself. It
works on the same principle as a nested macro, except that
instead of calling another macro, the macro calls itself. In
that way, it repeats itself over and over.
A recursive macro is most useful for modifying records,
repeating the same change over and over. You define the macro
so that it modifies a record, then repeats itself, in the
process moving on to the next record.
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You can use recursive macros to add or delete data from
records or move data after splitting or combining fields. For
example, if you split a name field into first name and last
name fields, you could use a recursive macro to move data to
the appropriate fields for each record in the database.
Recursive macros can be used with all the records in a
database, or just some of the records.
Defining a Recursive Macro
In creating a macro that loops over and over, you want to
repeat only those steps that are necessary. Therefore, start
recording a recursive macro with the first record on the
screen. Don't record those steps involved with searching or
defining the records you want to see, as the program will loop
through that process every time it repeats.
You can, however, create a recursive macro and then nest it
into another macro that performs the operations necessary to
bring up the first record, or perhaps into a macro that
defines the current index.
To define a recursive macro:
1.Decide whether you are going to modify all records or some
records. If modifying all records, display the beginning
record on the screen. If modifying some records, conduct a
simple or formula search for the records you want to modify.
Display the first selected record on the screen.
2.Make sure you are in Modify mode.
3.Press CTRL-Y or choose Begin recording from the Macros menu.
4.Choose OK to remove the message window from the screen and
begin recording.
5.Modify the first record. If necessary, use TAB to move to
the field or fields you want to modify. Don't use the mouse.
6.Display the next record, either by pressing CTRL-N (if you
chose all records) or CTRL-S (if you chose some records).
7.Type {CTRL-M}x (where "x" is the letter you want to save the
macro under in step 9).
8.Press CTRL-Y to stop recording.
9.Identify the macro by choosing a letter typed for "x" in
step 7.
10. Enter a description of the macro.
Executing a Macro
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Before running a macro, make sure you are at the same place in
the program as you were when you started recording the macro.
To execute a macro:
1.Press CTRL-M. As an alternative, choose Execute from the
Macros menu or press the right mouse button.
2.Choose the macro from the window. You can choose the macro
by pressing the letter key that identifies it, by
highlighting the macro and pressing ENTER, or by clicking on
it. The macro plays out the recorded steps of the operation
as you watch.
If you decide to stop a macro during operation, press ESC.
However, you can't continue the macro once you stop it. You
must start over again from the beginning.
Modifying a Macro
Each keystroke in a macro is recorded by PC-File in written
form. You can edit the macro definition to modify or fix a
macro, thus saving yourself the trouble of having to re-record
it.
You can edit the macro description at the same time as you
edit the macro definition.
To edit a macro:
1.Choose Macros from the menu bar.
2.Choose Modify from the Macros menu.
3.Choose the macro you want to edit from the macro window. A
dialog box displays, showing both the macro description and
the definition.
4.Make your changes. You can change both the description and
the definition in this dialog box.
5.Choose OK when you finish.
Letters, numbers, and punctuation marks are displayed as you
type them. As illustrated in the above screen, letters appear
in lowercase, just as they are typed. For example, if you
press o to choose the option Open from the File menu, it
displays in the macro definition as o. Other keys are
indicated by their name enclosed in braces. For example, ENTER
is indicated like this: {ENTER}. Operations such as choosing
menu options and using dialog boxes are indicated by the
keystrokes used to perform them.
The following table lists many of the keys and how they appear
in a macro:
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KEY MACRO DEFINITION
ENTER {ENTER}
ESC {ESC}
BACKSPACE {BKSP}
DELETE {DEL}
INSERT {INS}
Down arrow {DOWN}
Up arrow {UP}
Right arrow {RIGHT}
Left arrow {LEFT}
HOME {HOME}
END {END}
Function key {Fn}
where n = number
PAGE UP {PGUP}
PAGE DOWN {PGDN}
TAB {TAB}
Though key names appear in uppercase letters, you can enter
them in lowercase or mixed-case letters when editing the macro
definition.
Key combinations that include the SHIFT, CTRL, and ALT keys
appear as follows:
{ALT-F}{CTRL-D}{SHIFT-TAB}
However, when you edit key combinations, you can enter them in
any of the following formats:
{c D}{CTRL-D}{CNTL+D}{CONTROL D}
You can use a space, hyphen, or plus as a separator between
the keys. For ALT, CTRL, and SHIFT, you can spell the word
out, use just the initial letter, or use an acceptable
shortened form (like CTRL and CNTL).
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NOTE: Though a key combination like SHIFT-TAB displays the
entire combination, uppercase letters and punctuation that
require you to use the SHIFT key don't display the SHIFT in
the macro definition. For example, $ displays as $, not as
{SHIFT-4}, and T displays as T, not as SHIFT-t.
Macro files are ASCII files, so you can also edit them with
any text editor. Maintain the same formatting as displayed.
You might want to make a backup copy of your file before you
make too many changes.
Deleting a Macro
If you decide you no longer need a macro, you can delete the
macro. You can then reuse the macro identifier for another
macro.
To delete a macro:
1.Choose Macros from the menu bar.
2.Choose Delete from the Macros menu.
3.Choose the macro you want to delete from the macro window.
4.Choose Y when asked to confirm the deletion.
The macro and its description is deleted.
Macro Files
There are three types of macro files:
PCFILE.MAC
Database macro files
Auxiliary macro files
Each macro file can contain up to 26 macros labeled A through
Z, plus a startup macro (*). The macro file name is displayed
on the title bar of the macro window.
PC-FILE.MAC loads into memory automatically when you start PC-
File. It remains in memory until you open a database. You can
define separate macros in PCFILE.MAC to start each database,
and even use it as a menu for novice users. If you create a
startup macro in PCFILE.MAC, it executes automatically when
you start PC-File. If you want to use it as a menu for novice
users, define the startup macro as {CTRL-M}, which would open
the macro window.
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Once you open a database, PC-File replaces PCFILE.MAC in
memory with a file named databasename.MAC. Any macro you
create with a database open is saved to the macro file named
after the database. Macros saved to this file perform
operations within the database.
You can create auxiliary macro files, as well. Once created,
you can load auxiliary files into memory whenever you need
them.
Creating an Auxiliary Macro File
There are several reasons for defining additional macro files:
You define more than the maximum number of macros in a
particular database
You want to use certain macros in more than one database
You want to create macros for operations that occur prior to
opening a database, or that include the opening of a
database as part of the macro.
To create a new macro file:
1.Choose Macros from the menu bar.
2.Choose Load new set from the Macros menu. A file selection
dialog box displays.
3.Enter a name for the new macro file in the file selection
dialog box. Be sure the new name doesn't conflict with a
current macro file. You can locate the new macro file in the
current directory or in another directory if you want.
4.Choose OK.
You have created a new macro file with a new name. It is
currently empty of macros, but is loaded into memory. Any
macros you define now are stored in this file.
Loading a Macro File
To use macros located in a file other than the current file,
you need to load that file into memory. When you load another
macro file, the current macro file closes. Only one macro file
can be open at a time.
1.To load another macro file:
2.Choose Macros from the menu bar.
3.Choose Load new set from the Macros menu. The file selection
dialog box displays.
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4.Choose the macro file you want to load. All macro files use
the extension .MAC.
The new macro file is loaded into memory. The macros in that
file are now available to you.
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CHAPTER 17 CALCULATIONS
One way to create data in a database is through a calculation.
This chapter covers the different types of calculations you
can use in PC-File.
Introduction
Calculations and lookups are a fundamental and important part
of database management. In PC-File, they can be used during
any of several operations, including:
Defining a database
Searching for a record
Creating Formula Indexes
Creating a report
Creating a letter
Using the calculator (from the Tools menu or by pressing
CTRL-C)
This chapter takes an overall look at calculations and
lookups. An attempt is made to give you a fairly complete look
at the various types of calculations and some of the ways they
are used in PC-File. The types of calculations that are
functional for any particular operation within PC-File are
described in the section on that operation.
Calculations include mathematical, date, conditional, and
random number calculations, string functions and relational
lookups. They are defined as follows:
Mathematical calculations let you add, subtract, multiply,
divide, exponentiate, and find the modulo.
Date calculations let you perform calculations on dates to
determine the number of days between dates or a future date.
Conditional calculations let you make decisions based on the
contents of a field.
Random number calculations let you create random numbers and
use them in further calculations.
String functions let you convert letters to different cases,
and manipulate strings of alphanumeric characters.
Relational lookups let you retrieve data from other databases.
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Each type of calculation is covered separately in this
chapter.
Calculation Guidelines
Calculations can include field data, system fields, constants,
functions, and, in reports only, buckets. Normally you use
only numeric and date fields in calculations, but you can use
character and logical fields.
Follow these basic guidelines when using a calculation:
Punctuation
With one exception, always start a calculation with a left
parenthesis and end it with a right parenthesis, like this:
(Total - Balance)
The only exception to this rule is with the calculator, which
you can display by choosing Calculator from the Tools menu or
pressing CTRL- C. Outside parentheses are not necessary in
that case, but are permitted.
Parentheses should always be matched. This means the number of
left parentheses should equal the number of right parentheses.
However, if they are not matched, PC-File will still perform
the calculation. The results may or may not be correct.
Normally, you must enclose constants within quotation marks.
Constants can be enclosed in the scan across (~) or sounds-
like (?) characters in place of quotation marks in searches
and comparisons. For example, to search for all names that
sound like Riley, you might enter the expression
Name = ?Riley?
Spaces
You can use spaces freely within a calculation to make the
formula more readable. For example, each of the following will
produce the same result:
(Total-Balance)
(Total - Balance)
( Total - Balance )
Field Names
Field names used in calculations only have to contain enough
of the name to uniquely identify the field. Each of these
calculations is functionally the same:
(Total - Balance)
(Tot - Bal)
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Sequence Order
Actions enclosed within parentheses are performed first within
a calculation, starting with the innermost nested action. For
example, in the calculation
((Washington + Oregon) * 128.25)
the addition within the inner parentheses (Washington +
Oregon) is performed first, followed by the multiplication.
Within a pair of parentheses, the sequence of calculation
follows this order:
1.Exponentiation (^)
2.Multiplication (*), division (/), and modulo (%), each with
equal priority
3.Addition (+) and subtraction (-), each with equal priority
For example, in the calculation
(1 + 2 * 3 ^ 2 + 1)
You first square the 3 (3 ^ 2) to produce 9, then multiply by
2 to get 18, and finally add 1 twice to equal 20.
Operators
There are three types of operators: mathematical operators,
comparison operators, and connecting operators.
Mathematical operators are used to compute values. They
include:
+ Addition
- Subtraction
* Multiplication
/ Division
^ Exponentiation
% Modulo
The ^ character is SHIFT-6 on most keyboards.
Exponentiation and modulo are explained in the section on
mathematical calculations below.
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Comparison operators determine whether a relationship exists
between two values. They include:
= Equal to
!= Not equal to
> Greater than
< Less than
>= Greater than or equal to
<= Less than or equal to
The connecting operators link multiple conditions within a
calculation. There are two connecting operators defined in PC-
File:
& And
| Or
The symbol for Or is called the pipe character and is SHIFT-\
on most keyboards. It is not a colon.
Mathematical Calculations
The most common type of calculations used in databases are
basic mathematical computations. These involve the arithmetic
operations of addition, subtraction, multiplication, and
division, as well as exponentiation and modulo.
Mathematical calculations can include fields and/or constants.
Normally you will use numeric fields in your calculations, but
you can use character fields as well.
The following are examples of basic mathematical calculations:
(Gross - Cost)
(Price * Tax)
(Yr_income / 12)
(Sales * Commission)
Modulo is the process of determining the remainder after
dividing one number by another. For example, if you divide 5
by 2, you get 2 with 1 left over. The 1 left over is the
modulo. If you divide 2 by 3, you get 0 with 2 left over. The
modulo is 2. Divide 18 by 6 and you get 3 with 0 left over.
The modulo is 0. You can use a modulo for a number of
different purposes. The following example illustrates a modulo
used in a calculation to skip a line in a report every five
records during printing:
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.IF([COUNT*]%5 = 0)
/1
.ENDIF
In this conditional calculation, a line feed (/1) is entered
whenever the count of records is evenly divisible by 5.
Exponentiation is used to raise a number to a certain power.
Use the carot (SHIFT-6 on most keyboards) to indicate an
exponential calculation. For example, 4 ^ 3 means 4 to the
third power, or 4 * 4 * 4. The calculation 10 ^ 4 means 10 *
10 * 10 * 10. You can use n ^ .5 to find the square root for
any number (n).
Date and Time Calculations
Use date calculations to compute the number of days between
two dates and to generate new dates by adding and subtracting
days from a given date. Date calculations are performed by
figuring out the "day number" of a date, which is the number
of days between January 1, 1901 and the date in question.
Date calculations can be performed on both date and character
type fields.
PC-File also has a time function to return the current system
time.
Date Functions
PC-File supports three date functions to help you perform date
calculations. The functions carry out the work of converting
dates to day numbers and day numbers to dates. They are
explained below and their use illustrated in a number of
sample calculations that follow.
(@TODAY#)
Creates today's day number based on the date provided by your
computer or network. That number could then be used as part of
a calculation.
For example, the day number for July 4, 1992 is 33,423, which
means that is the number of days between 1/1/1901 and
7/4/1992.
(@DAY#,mask)
This function is similar to the previous function, but
converts any given date to a day number. The date to be
converted always appears before the function, either as a
constant or as a field containing dates.
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The mask indicates the format of the date that is to be
converted. Without it the program could get confused in the
process of converting to a day number. Valid masks are:
ymd
ydm
mdy
myd
dmy
dym
yymmdd
yyyymmdd
The letter y represents year, m represents month, and d
represents day.
The three-character masks assume that your dates have at least
one separator character between month, day, and year. It
doesn't matter what the separator is. The date conversion
capabilities are very flexible. Here are some examples of
dates that will be handled correctly by 3-character masks:
10/16/91
10.16.91
10-16-1991
Oct. 16, '91
October 16, 1991
16 Oct 1991
The six-character mask yymmdd is used for character type
fields in which the date has no separator characters. These
fields are assumed to contain six adjacent digits, two each
for year, month, and day. For example: 911016.
The eight-character mask is used for character type fields in
which the date is entered without separator characters in the
yyyymmdd format. For example: 19911016.
(@DATE,mask)
Converts a day number to a date. This function is normally
used when you want the calculation to result in an actual
date.
The mask indicates the format in which you want the date
output. You can use any of the three-, six-, or eight-
character masks used with the previous function, but you must
include a separator character after the three-character masks.
For example, use mdy/ to produce a date like 10/16/91 or dmy-
to produce a date like 16- 10-91. You can also use periods as
the separator.
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You can also replace the y with the number 4 to print a four-
digit year, such as 1992 or 2001. This is especially handy for
dates that run into the next century. Enter the mask in the
format md4/ or md4- to produce dates like this: 09/18/1992 or
09-18-1992.
Follow the three-character mask with any letter to produce a
date that includes the month abbreviated to three letters. For
example, the mask mdyX produces a date like OCT 16, 1991 and
the mask dmyX produces 16 OCT 91.
The date functions must be surrounded by parentheses, as shown
above. TODAY, DATE and DAY must be uppercase and the mask must
be lowercase. All the functions must be preceded by the at (@)
sign and the functions TODAY and DAY must be followed by the
pound (#) sign.
NOTE: The system field [DATE*] can be used in reports and
letters to print today's date as determined by your computer.
[DATE*] is not a function in the same sense as those listed
above and cannot be used in calculations, as it does not
produce a day number.
Sample Date Calculations
Several date calculations illustrate the use of date
functions.
Finding Elapsed Number of Days
You can determine the number of days that have gone by since a
certain day, or the number of days between two dates.
For example, you can determine how many days have elapsed
since Buy_date. Assume that Buy_date is in the format "mdy".
((@TODAY#) - (Buy_date (@DAY#,mdy)))
The function (@TODAY#) determines the day number for the
current date. A day number is also calculated for the date
held in the Buy_date field. The second day number is then
subtracted from the first to compute the number of days
elapsed.
You can also find out how many days it took a customer to pay
his bill by subtracting Buy_date from Pay_date. Assume that
both dates are in "mdy" format.
((Pay_date (@DAY#,mdy)) - (Buy_date (@DAY#,mdy)))
First, the date in Pay_date is retrieved and converted to a
day number. Then, the date in Buy_date is retrieved and
converted to a day number. Finally, the Buy_date day number is
subtracted from the Pay_date day number to produce the
difference in days between the two dates.
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Comparing dates
The following two examples show you how to compare one date to
another date. These examples can be used for searching and
selecting records.
The first example selects records where Due_date is later than
today's date.
((Due_date(@DAY#,mdy)) > (@TODAY#))
The second example selects records where Due_date is earlier
than the constant of 01/02/91.
((Due_date(@DAY#,mdy)) < ("01/02/91"(@DAY#,mdy)))
Always enclose dates used as constants within quotation marks
when performing calculations.
Calculating a future date
The following example calculates a new date 60 days after the
CONTACT date.
(((Contact(@DAY#,mdy))+60) (@DATE,mdy/))
First, the date in the Contact field is converted to a day
number. Then 60 is added to the day number. Finally, the day
number is converted back to a date in the "mdy" format. If
Contact contained the date 1/2/91, the result would be
03/03/91.
The Time Function
PC-File also provides a time function that returns the current
system time in military time format (24-hour) for hours and
minutes (HH:MM). The time function is (@TIMENOW). You can use
(@TIMENOW) as a calculation in a character field to return the
current time. Or you can use it in the pop-up calculator
(CTRL-C) to produce an on-demand time stamp.
The time function only returns a character result and cannot
be used in mathematical calculations.
Conditional Calculations
You often have situations where you want to perform an
operation, but only under certain conditions. For example, you
may want to add sales tax to a price only when the customer
lives in the state of Washington. Or you may want to issue a
refund, but only if an item is returned within 10 days. For
these types of situations, use conditional calculations.
Conditional calculations use IF commands in reports and
letters, but elsewhere they must be set up to work without
them. IF commands always follow a set format:
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.IF (comparison statement)
Things to do if true
.ELSE
Things to do if false
.ENDIF
You can use IF commands in reports or letters only. Every .IF
statement must have a matching .ENDIF statement. The .ELSE
statement is optional. Place each part of the command on a
separate line by itself.
To determine the price of items in which some items are
taxable and some are not, you might set up a conditional
calculation like this:
.IF (Taxable = "Y")
(Qty * Amt * 1.06)
.ELSE
(Qty * Amt)
.ENDIF
This calculation assumes you have a field called Taxable in
which you can enter Y or N, as well as fields Qty and Amt. If
the data in the field Taxable is Y, the calculation determines
the total price including the tax of 6 percent. (If you just
multiply the amount by the quantity by .06, you determine only
the tax; multiplying the amount by the quantity by 1.06 gives
you the total price.) If the data in the field Taxable is not
Y, the tax is not multiplied in.
You can simulate an IF command for use in defining a field. To
simulate the above example in a field, you might enter this
calculation to define a field:
(((Tax ="Y")*Qty*Amt*1.06)+((Tax ="N")*Qty*Amt))
This calculation works because PC-File assigns a value of 1 to
true statements and a value of 0 to false statements. Thus, if
the data in the field called Tax is Y, the first half of the
equation is true and the second half of the equation is false.
In that case the tax is applied, because the first half of the
equation is multiplied by 1 and the second half by 0.
Multiplying a number by 0 results in 0. If the data in the
field called Tax is N, then the first half of the equation is
false and
no tax is included.
Random Number Calculations
Use random number calculations to pull records from your
database at random. Random record searches are particularly
handy for market research or to pull up a random selection of
your members, say to set up a tennis tournament.
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PC-File provides the function (@RANDOM#) to do much of the
work for you. This function creates a random number between 0
and 1.
The easiest way to use the Random number function is to define
a separate random number field within your database. Then
enter the function as a calculation in the field
characteristics dialog box. The field should be numeric and
contain several characters to the right of the decimal. The
data in the field displays as a random number, like .05324 and
.00812. You can then sort on this field and choose the first
so many records to give yourself a random selection.
Though you can sort on a field that contains random numbers,
random number calculations can't be used in a Formula index.
String Functions
The term string is used as shorthand for the phrase "string of
characters"-a group or row of alphanumeric characters
(letters, numbers, spaces, and punctuation characters). For
example, anything you might enter into a field can be
considered a string, such as: names, part numbers, phone
numbers, prices, dates, or zip codes. The plural, "strings",
refers to separate groups of characters from more than one
source. In PC-File, sources of strings are:
The contents of a field
A "substring" or portion of a field, such as [DATE,7,2]
A string of characters surrounded by quotes, such as "ab"
A report command language system field, such as [DATE*]
A report command language total or string bucket, such as
[`ABC] or [`$ABC]
The result of a calculation that produces a string, such as
some date calculations, or the string calculations described
below
The term "string" also implies processing data solely as a
series characters-not as numeric values, dates, or logical
values. For example, the string "123" is processed differently
from the numeric value "123." The string "123" is processed as
the character "one" followed by the characters "two" and
"three." Whereas, the numeric value "123" is processed as the
value "one hundred and twenty-three." This does not mean that
the source of a string can only be a character- type field or
the result
of an operation on characters. PC-File can process the
contents of any field type as a string, even the results of
numeric calculations can be treated as strings.
PC-File's string functions let you:
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Convert letters to upper-, lower-, or mixed case
Isolate the first or last word in a string of words
Trim spaces in a string
Join strings of characters
String functions can be used wherever PC-File calculations can
be entered: field calculations, report calculations, .IF
statement conditions, formula searches, with the pop-up
calculator, and when redefining databases. Except, string
functions cannot be used when defining a formula index, use
dBASE equivalents-such as UPPER( ) or LOWER( )-instead. String
function names must be entered in uppercase.
"Argument" in following information refers to any of the
following:
A field name
A "substring" or portion of a field, such as [DATE,7,2]
A string of characters surrounded by quotation marks, for
example: "This is a string of characters"
A report language system field, such as [DATE*]
A report language total bucket or string bucket, such as
[`total] or [`$string]
A nested calculation, such as (UPCASE(LAST(field1)))
System field names must be in uppercase letters and surrounded
with square [ ] brackets. Bucket names must be surrounded with
square [ ] brackets. Nested calculations must have properly
balanced parentheses.
When using a report Language format, the entire string
calculation must be contained on one line (which is true of
any calculation in a report format). When using PC-File's
Language Editor, this limits your calculations to 78
characters, the maximum width the Language Editor can handle.
However, you can edit a report .REP file with an editor or
word processor outside of PC-File that allows for longer lines
as long as that program can save unformatted files (sometimes
referred to as "ASCII
files" or "DOS text files").
UPCASE(argument)
This function converts all letter characters in a string to
uppercase. Numbers and punctuation are not affected.
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For example, if a field COMPANY contained the entry "Zippy-
Cleen-2u," the calculation
(UPCASE(COMPANY))
would return "ZIPPY-CLEEN-2U."
LOWCASE(argument)
This function converts all letter characters in a string to
lowercase. Numbers and punctuation are not affected.
For example, if a field COMPANY contained the entry "Zippy-
Cleen-2U," the calculation
(LOWCASE(COMPANY))
would return "zippy-cleen-2u."
MIXCASE(argument)
This function converts the first letter in each word in a
string into uppercase and all following letters in each word
to lowercase. For this purpose, a word is defined as a string
of letters separated by anything other than a letter. Numbers
and punctuation are not affected. This function is commonly
used to change a name field with all upper case letters into
mixed case.
For example, if a field NAME contained the entry "JANE SMITH-
JONES," the calculation
(MIXCASE(NAME))
would return "Jane Smith-Jones." Note that "Jones" in the
hyphenated last name is left as an uppercase letter. If the
result from the previous example, "zippy-cleen-2u" were used:
(MIXCASE(COMPANY))
would return "Zippy-Cleen-2U." Note that the "u" following "2"
is made uppercase, because both the hyphen and "2" are treated
as space between words.
LASTWORD(argument)
This function isolates the last word in a string. For this
purpose, unlike MIXCASE, a word is defined as any string of
characters separated by at least one space.
For example, if a field NAME contained the entry "Jane Smith-
Jones," the calculation
(LASTWORD(NAME))
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would return "Smith-Jones." Note that in this case the full
hyphenated name is treated as one word, where the MIXCASE
function would treat it as two separate words.
FIRSTWORD(argument)
This function isolates the first word in a string. For this
purpose, a word is defined as any string of characters
separated by at least one space.
For example, if a field COMPANY contained the entry "Wilton-
Smythe & Barney," the calculation
(FIRSTWORD(COMPANY))
would return "Wilton-Smythe." Note that in this case the full
hyphenated name is treated as one word, where the MIXCASE
function would treat it as two separate words.
TRIM(argument)
This function removes all space characters from the right end
of a string. Most commonly this function is used to remove
trailing spaces from the contents of a field when joining two
or more strings together (see below).
Concatenation or Joining of Strings
"Concatenation" in programming and application languages
refers to joining strings of characters together. PC-File
symbolizes this operation with the semicolon (;), which is
used like plus or minus signs in arithmetic calculations by
placing the semicolon between strings or string calculations
you want joined.
For example, to join the two fields FIRST and LAST with a
space between them, trimming any trailing spaces from FIRST,
you would use the calculation
(TRIM(FIRST);" ";LAST)
which for a record containing "John" in FIRST and "Jones" in
LAST would return "John Jones."
Note that " " is used to put a space between the two fields
because TRIM removes all trailing spaces from FIRST.
Without using the TRIM function and " ", the full field length
of FIRST (including trailing spaces) would appear before LAST.
For example, if FIRST is a 10-character long field, the
calculation:
(FIRST;LAST)
using the same data returns "John Jones."
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You can use any of the string functions listed above as
arguments. For example, the calculation:
("MR. ";UPPER(TRIM(FIRST));" ";UPPER(LAST))
returns "MR. JOHN JONES."
NOTE: You do not have to use the outermost set of parentheses
when entering a string calculation into a field, when using
the pop-up calculator, or when entering a calculation in a
Free Form report. A set of parentheses is assumed in these
areas of the program. For example, in any of the
aforementioned areas you could type:
TRIM(FIRST);" ";LAST
However, you must use an outermost set of parentheses when
entering string calculations into a report command format with
the Language Editor. When using the Language Editor, the same
calculation would have to be entered:
(TRIM(FIRST);" ";LAST)
Also, using square brackets around field names is optional in
the Language editor. For example,
(TRIM([FIRST]);" ";[LAST])
is accepted by PC-File. However, do not use angle brackets
around field names in any calculations.
Relational Lookups
Relational lookups are calculations only in the broadest sense
of the word. They don't involve the mathematics associated
with other calculations, but they do go through some
contortions to provide an answer for you.
Relational lookups establish a link between two databases and
allow you to copy data from one database into another. For
example, you could look up a company name and address in a
database and copy it into another database to print out with
each invoice.
Relational lookups require that the two databases share common
data. In other words, both databases must have a field with
the same field type and contain records that have matching
data. You can only perform a lookup for matching data in one
shared field.
For example, to copy a name and address from a database, you
might use a customer number field shared by both databases. Or
you could have a shared company name field, and copy the
address from the second database.
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NOTE: If a relational lookup field calculation finds no
matching record, spaces are returned. This will write over,
that is, "blank out" any current field entry and prevent you
from overriding the lookup. If you need to prevent this from
happening, choose Only When Field is Empty when prompted "When
to apply this operation?" when entering the lookup. Also, if
more than one record matches, only data from the first record
found is returned.
There are two types of lookups in PC-File: a basic lookup and
a fast lookup. You can use the fast lookup only after you have
used a basic lookup.
Defining Basic Lookups
You can define basic lookups using either of two methods:
The dialog box method
The formula method
The simplest and most reliable way of defining a basic lookup
is using the dialog box method. The main reason to enter
relational lookups using the formula method is to enter
specialized forms of lookups such as a fast lookup.
Using the Dialog Box Method
You can define basic lookups using the dialog box method
throughout PC- File in most places lookups can be used:
When creating and redefining databases
When defining Free Form and Language format reports
When writing Letters
When using the pop-up calculator (CTRL-C)
Depending on what area of the PC-File you are in, you either
press a command button (the Lookup button when defining,
redefining, or using the Language format; the LU button on the
pop-up calculator; and the L button after choosing the Insert
button when writing a letter) or make a menu selection (when
using the Free Form format) to invoke the first lookup dialog
box. The rest of the defining process works identically for
all program areas.
Choosing the Lookup Database
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Relational lookups are defined using two dialog boxes. The
first dialog box is used to pick which database you want to
copy data from. This database is called the lookup database.
The dialog box used to choose the lookup database looks and
works same as the file selection boxes used throughout PC-File
to open databases and other files. See Chapter 1, "Selecting a
File" for details on how to use the features of a file
selection dialog box.
Defining the Fields to Match With and Copy From
Once you chose the database to copy from, a second dialog box
displays.
The top two lines of the dialog box list the two databases
affected by the lookup. The Current file is the database
currently open into which the lookup data will be copied. The
Lookup file is the database selected with the previous dialog
box from which the lookup data will be copied.
The two list boxes on either side of "MATCH WITH" determine
which fields link the two databases. Generally this is a field
that contains something that is uniquely in common between the
two databases, such as a part number, ID number, or social
security number. The two fields don't have to have the same
name, but they do have to be of the same field type and
length. Choose the field to match with from the current
database with the left "Field" list box. Choose the field to
match with from the lookup database with the right "Lookup
field" list box.
Choose which field to retrieve the lookup data from with the
"Retrieve field" list box in the lower right corner of the
Define Lookup dialog box.
What appears below the heading "Current Field" in the lower
left corner depends on what area of the program you are in:
The field that the lookup data will be copied into displays,
if you are entering a calculation when defining or
redefining a database.
"Calculator" displays when using the LU button on the pop-up
calculator.
"Report" displays when defining a relational lookup for a
report.
Choosing OK either defines the relational lookup formula for
the field or report, or displays the result when using the
pop-up calculator.
To define a basic lookup using the dialog box method:
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1.Depending on what area of the PC-File you are in, either
choose the Lookup command button or choose the Lookup menu
selection to invoke the first lookup dialog box.
2.Choose the Lookup database from the Files list box. Use the
directories list box or the Search buttons if the database
you want to copy from is not in the current directory.
3.Choose the field in the current database to match with from
the upper left-hand list box.
4.Choose the field in the lookup database to match with from
the upper right-hand list box.
5.Choose the field to copy from using the lower right-hand
list box.
6.Choose OK to continue.
Using the Formula Method
You can define basic lookups using the formula method wherever
you can type other PC-File calculations, such as: in field
calculations, in reports and letters, and when using the pop-
up calculator. You can even use relational lookups as part of
a formula search or an .IF statement condition.
To perform a lookup, you need to know four things:
the name of the shared field in the current database
the name of the lookup database
the name of the shared field in the lookup database
the name of the lookup field in the lookup database
The lookup field is the field from which you want to pull data
into the current database.
To use a lookup, follow this format:
(@shared field in current database,lookup database,shared
field in lookup database,lookup field)
Enclose relational lookups in parentheses, and always use the
at (@) sign at the beginning of the lookup expression. Then
list the shared field in the current database, the lookup
database, the shared field in the lookup database, and finally
the lookup field.
A relational lookup might look something like this:
(@member_no,member,member_no,firstname)
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You could read that lookup like this:
"Using the Member_no field in the current database, go to the
Members database and find the record with the same data in the
Member_no field in that database. Then retrieve the data from
the Firstname field."
The shared fields don't have to have the same name, though
they do have to be of the same field type and length. The
lookup could look like this instead:
(@member_no,member,number,firstname)
The Member_no and Number fields contain the same data.
The lookup database name can include a path if necessary. For
example, if the Members database were on a different
directory, you could enter the lookup like this:
(@member_no,\pcfile\member,member_no,firstname)
You can include a drive name if necessary, but do NOT include
a file extension.
Fast Lookups
When you want to retrieve two or more fields from the same
record of the same database, you can use a fast lookup for all
fields after the first lookup. For the first lookup, use a
basic lookup defined with either method outlined above. For
all subsequent lookups from that database use the format:
(@*,lookup data)
With the Member database, subsequent lookups might look like
this:
(@*,lastname)
(@*,address1)
(@*,city)
The fast lookup assumes that you are looking in the same
database and the same record as you used in the first lookup.
Each time PC-File performs a basic lookup, it memorizes the
entire matching record. Subsequent fast lookups can pull any
fields from that memorized record without having to search the
lookup database. In that way you could pull in the complete
name and address contained in another database quickly and
easily.
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NOTE: Fast lookups will only work correctly if a basic lookup
has been performed as the first lookup within the same record.
PC-File performs field calculations in the same order fields
are accessed. For this reason, you must make sure that the
field that you entered the basic lookup into is accessed
before any fields containing fast lookups. See Chapter 3,
"Modifying a Database Structure" if you need to change this.
For the same reason, when entering the lookups make sure that
all lookups are
performed at the same time. If you have any doubts about any
of these requirements, do not use Fast lookups.
Troubleshooting Calculations
If the calculations in your database don't give you the
correct results, investigate the following:
Check field names to make sure they are spelled correctly.
If you have abbreviated field names, make sure PC-File can
tell which fields you mean.
Make sure you have used the correct operator. Use the
asterisk for multiplication, not an x. Use != for "not equal
to" and the pipe character, which is SHIFT-backslash on most
keyboards, for "or."
Check your expression to see that you have an equal number
of left and right parentheses.
Make sure date, time, and random number functions are
entered in uppercase letters and that the functions are
preceded by the at (@) sign. The mask following an @DAY#
function, e.g. mdy/, must be in lowercase. All but the
(@DATE) and (@TIMENOW) functions must be followed by the
pound (#) sign.
For relational lookups, make sure the lookup database
contains the data you think it does. If necessary, conduct a
search in the lookup database to confirm that it does in
fact contain the data.
Lookup data may not be returned if the index in the lookup
database is damaged. Rebuild the indexes if necessary.
For explanations of error messages, see Appendix D.
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CHAPTER 18 BATCH POSTING
The Batch Post command on the Utilities menu is a powerful
feature that lets you to update a remote or "destination"
database with information from the current or "source"
database. This operation is referred to as "posting." Also,
for added security, PC-File has a Batch Post "undo" feature
that allows you to restore data changed by your last posting.
What is Batch Posting?
Batch posting sends data from the current or source database
to a remote or destination database. Most typically, the
source database is a database used to keep track of
transactions liking billing or invoicing. Likewise, the
destination database is a "master" database used to track
items such as account balances or inventory. In order for
systems like this to work properly, you must have a field
containing data held in common between both databases that can
be used to establish the desired
link-such as an account number, social security number, ID
number, part number, or SKU number.
Just like a relational lookup, PC-File establishes the link
between the two databases by matching the data held in common
between the two databases. Only one field in each database can
be used to establish the link. For example, an account number
field in one database can be used as a link to post to any
other database with a field containing matching account
numbers.
Unlike a relational lookup, posting cannot be used like a
field calculation that is performed whenever a record is added
or modified. Posting must be performed as a "batch" operation
by running a post definition on demand using the Run option on
the Batch Post dialog box. You are also given the option to
run a posting immediately after you define it. This batch mode
of operation distinguishes PC-File's Batch Post from "fully
relational" programs that will automatically post data
whenever the
linked data in the source database is changed.
You must run a Batch Post from the source database-the
database in which the posting was originally defined. When
running a Batch Post you have the option to post from all or
selected records in the source database.
A Batch Post definition can only post from one source database
to one destination database. However, you can define as many
Batch Post definitions as you want to allow you to post from
one database to any number of destination databases. And, if
you wish, you could automate the process by defining a macro
to run each Batch Post definition in succession.
Which Records Are Affected?
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When posting, the relationship between records in the source
and destination databases can be:
One to One
One matching record from the source database posts to one
record in the destination database. This assumes each matching
record is unique in its respective database, or that you have
selected to post only records from the source database that
have a unique match in the destination database.
One to Many
One record from the source database posts to one or more
matching records in the destination database. This assumes
that each record in the source database matches one or more
records in the destination database. Or, that you have
selected a set of non- duplicate records that have one or more
matches each in the destination database.
Many to One
Many matching records from the source database post to one
matching record in the destination database. This assumes that
there is at least one set of records with duplicate match
fields in the source database that match a unique record in
the source database.
The form the relationship between the databases involved in a
Batch Post operation takes depends on either how the data is
entered, or which records you select when posting. For
example, let's say you want to post only last month's receipts
from database A to database B. Either database A must contain
only last month's records-you deleted or archived any previous
month's records-or you must choose Some when running the
posting and search on a date field to select only last month's
records.
NOTE: When performing a One to Many posting, make sure that
the matching field in the destination database is indexed.
Otherwise, all matches won't be found and posted. This is a
good idea as a general rule, as this will also speed up the
searches performed when posting.
Post Actions
A Batch Post operation can consist of one or more post
actions. A post action is a transaction between one field in
the source database and one field in the destination database.
Each post action can perform one of the following operations
on the designated destination database field:
Replace
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Replaces with data from the source database
Add
Adds the value from the source database
Subtract From
Subtracts the value from the source database
Multiply
Multiplies by the value from the source database
Divide Into
Divides by the value from the source database
The last four options are mathematical operations, which are
only appropriate for numeric values.
For example, you could update an Inventory database from a
Transactions database by choosing to match on the part number
field, then define your post action to subtract the Quantity
field in the Transactions database from the Quantity field in
the Inventory database.
Likewise, an Accounts database can be updated by using Add,
for credits, or Subtract From, for debits, as post actions
from a Transactions database.
Defining a Batch Post
To define a Batch Post operation, you must first open the
database you want to post from. Then choose the Batch Post
option from the Utilities menu which displays the Destination
File dialog box. This dialog box works identically to the Open
dialog box that you use to open a database. See "Selecting a
File" in Chapter 1 for details on how to use a file selection
dialog box. The database you choose with the Destination File
dialog box is the destination database-the database the source
database (the database currently open) posts to.
Once you have chosen the destination database, the Define
Posting dialog is displayed.
This dialog box is organized into two columns of list boxes to
define post actions, with a large list box at the bottom that
summarizes the post actions defined. The two list boxes in the
left column list fields from the source database and the two
list boxes in the right column lists fields from the
destination database.
Choosing the "Match to" Fields
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The first list box in each column (the "match to" list boxes)
defines which field from each database to match on. You can
only choose one field from the source database to match on one
field from the destination database. Choose a field from each
"match to" list box by clicking on the desired field, or
highlighting the field and pressing ENTER. A checkmark appears
to the left indicating the field is selected.
Defining Post Actions
The second list box in each column (the "post to" list boxes)
and the radio buttons between them define how each post action
is performed. Defining a post action is a four-step process:
1.Choosing the source field from the left list box.
2.Choosing the radio button to determine how to post the
source data: Replace, Add, Subtract, Multiply, or Divide.
3.Choosing the destination field to post to from the right
list box.
4.Choosing the Accept command button to define the post
action.
After you choose the Accept command button, the defined post
action appears in the Post Actions list box. Continue this
four-step process to define as many post actions as you
desire. If you define more post actions than can be displayed
at once in the list box, use the scroll bar to the right of
the post actions list box to review your post actions. If you
make a mistake when defining a post action, highlight its
description in the post actions list box and choose Undo 1.
Choose OK to complete the posting definition. You are then
asked if you want to save the post definition. Choose Yes and
save the file, if you intend to run this post operation more
than once, or if you will not being running it immediately
after it is defined. Choose No if you want to run this post
operation immediately after defining it and do not need to
save it.
To define a Batch Post:
1.Choose Utilities from the menu bar.
2.Choose Batch Post.
3.Choose Define a New Posting.
4.Choose the destination database using the file selection
dialog box. Choose OK to continue.
5.Choose the Match to field for the source database from the
first list box on the left.
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6.Choose the Match to field for the destination database from
the first list box on the right.
7.Perform the following four steps using the Post to list
boxes and radio buttons between them for each post action
you want to define:
Choose the source field from the left-hand list box.
Choose the radio button to determine how to post the source
data.
Choose the destination field to post to from the right-hand
list box.
Choose the Accept command button to define the post action.
Repeat these steps for every post action you want to define.
8.Choose OK to proceed.
9.Save your posting definition, if you want to use it again in
the future.
10. Choose to run the post definition, if desired.
Running a Batch Post
You can run your post operation either immediately after
defining it, or if you have saved the post definition, by
choosing the Run option on the Batch Post dialog box. You must
be in the source database you originally defined the posting
from to run a previously defined posting.
When running a posting you can post from all or some records.
If you choose All records, every record in the source database
is checked for a match or matches in the destination database-
when a match is found the post action or actions are performed
on that record. This continues until all records in the source
database are processed. If you choose Some records, you enter
a Simple, Formula, or Global search to select which records
from the source database will be processed. Again, only
matching records are posted.
PC-File Version 7 Users Guide 348
Regardless of whether you choose to post from All or Some
records, the first record you are presented with displays a
dialog box with the prompt, "Post from this record?" with Yes,
No, All, or Quit buttons. Generally you will choose All to
have PC-File automatically process your records. However, you
can use the Yes and No buttons to manually choose which of the
records to process. Choosing Yes accepts that record and
proceeds to the next one. Answering Yes does not necessarily
mean that the records data will be posted to the destination
database- data will be posted only if the two "match to"
fields' data matches. Choosing No omits that record and
proceeds to the next one. Choosing Quit stops the posting
process.
To run a previously defined Batch Post:
1.Choose Utilities.
2.Choose Batch Post.
3.Choose the desired post definition.
4.Choose All or Some.
5.If you chose All above, the first record to post from is
displayed, prompting "Post from this record?
Yes/No/All/Quit." Answer appropriately to post data.
6.If you chose Some proceed to next step.
7.If you chose Some above, choose the method to select records
with and enter your selection criteria. Refer to the
appropriate section under "Conducting a Search" for details.
8.Answer the "Post from this Record?" prompt appropriately to
post data.
UnPost-Undoing a Batch Post
The UnPost option on the Batch Post dialog box allows you to
"undo" the last posting you performed on a database. PC-File
maintains a log file of all data that is changed by a post
operation. This log file is saved under the same name as the
affected database with a .LOG extension. For example, a
database named BALANCE would have an UnPost log file named
BALANCE.LOG. To undo the most recent posting to a database,
you must be in the database that was posted to (not the
database the posting was defined from) and choose the UnPost
option on the Batch Post dialog box.
The UnPost log file only keeps track of the changes made by
the last posting. Therefore, if you perform a posting in error
you must immediately restore changes before performing any
other posting operation on that database.
PC-File Version 7 Users Guide 349
For additional security, you can make backup copies of .LOG
files before performing additional postings to a database.
Then, if you need to restore changed data, you can copy the
backup copy of the .LOG file into the same directory as the
affected database and use the UnPost option to restore data.
Note that the .LOG file only keeps track of data changed in a
single post operation. If you have made several postings and
wish to restore all data changed across all those postings,
you must have backed up .LOG files between every posting
(either to separate floppies or by renaming each .LOG file to
a unique name). Then you must UnPost each .LOG file in order
from the most recent posting back to the earliest posting you
want to undo.
For the greatest level of security, back up the entire
database before any posting.
To undo a Batch Post:
1.Open the database that you want to UnPost.
2.Choose Utilities.
3.Choose UnPost. A dialog box displays showing the date the
database was last changed. If this date later than the time
of the posting you want to undo, proceeding probably will
not restore the desired data. You must either copy the
appropriate databasename.LOG file into your data directory
and repeat steps 1-3, or restore a backup of the database
itself.
4.Choose Yes to continue.
When the UnPost operation is finished an information box
displays showing the number of records restored.
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CHAPTER 19 MEMORY USAGE AND PERFORMANCE
PC-File performance has been sped up using a number of
different methods. Some improvements relate to specifically to
the program's internal workings: reworking and optimization of
the way the program displays screen images and improvements in
the compiler technology. Other improvements have been made in
the way PC-File exploits your system's memory and disk
resources.
Kinds of Memory
Before discussing how PC-File uses memory, let's briefly cover
the various kinds of memory available on PC systems.
A PC system can have up to 3 kinds of RAM memory storage:
Conventional memory
The memory that standard DOS programs can use, up to a maximum
of 640K. DOS COMMAND.COM uses some conventional memory, any
device drivers or memory-resident programs (TSR's) listed in
your CONFIG.SYS and AUTOEXEC.BAT files use additional memory.
The amount of conventional memory you have available to run
programs in after booting your computer is displayed on the
last line of the report listed by running the DOS CHKDSK
command.
Extended memory (XMS)
Memory in addition to conventional memory, not available on
8086/88 computers, only on 80286 or higher models. Available
through the use of add-on hardware cards, and directly on the
motherboard on many newer model computers.
Expanded memory (EMS)
Memory in addition to conventional memory, so-called "paged"
memory based on standards established by Lotus, Intel and
Microsoft (LIM EMS). Generally available through the use of an
add-on hardware card. 386 and 486 computers can make extended
memory act as expanded memory using device drivers such as
EMM386.EXE (which is included with MS-DOS 5.0).
How PC-File Uses Memory
When PC-File is running, pressing CTRL-Z displays an
information window.
Each number listed has the following significance:
Available RAM
PC-File Version 7 Users Guide 351
The total amount of conventional memory currently available
within PC-File, not counting memory for Overlay Buffer or Disk
Buffer (if any).
Minimum RAM
The lowest amount of conventional memory available at any
point within a session.
Overlay Buffer
The amount of conventional memory set aside to swap "overlays"
in and out of memory. Overlays are portions of the program
that are ordinarily loaded from disk whenever they are
required. When the overlay buffer is active, the first time
PC-File requires an overlay it copies the overlay from disk
into the overlay buffer. Once an overlay has been copied to
memory, PC-File can make subsequent accesses much more
quickly.
Disk Buffer
The amount of conventional memory set aside to cache data
records and index entries for faster database access. This
number will vary from 0 to 16000 depending on how much
conventional memory is available when PC-File is started.
Using Extended (or Expanded) Memory
If PC-File has detected either extended or expanded memory on
your system, the last line in the box will read either "Using
extended memory" or "Using expanded memory." PC-File will not
use both kinds of memory at the same time. If your machine has
both kinds of memory, PC-File will use expanded memory because
it is less likely to conflict with other programs. PC-File
does not list the amount of extended or expanded memory in
use. It uses as much as it needs, typically not more than
500K.
PC-File can use this additional memory to swap overlays in the
same fashion described under "Overlay Buffer." Additionally,
PC-File can use expanded memory to swap the contents of
conventional memory when using the Drop to DOS command on the
Tools menu and choosing to free memory, when using the Labels
command on the Utilities menu, or when graphing.
Memory Usage Configuration Commands
PC-File Version 7 Users Guide 352
Two configuration commands have been added to PC-File to allow
you to control whether or not PC-File will use expanded or
extended memory: /NOXMS and /NOEMS. These can be used like all
configuration commands, either directly from the DOS prompt
when starting PC-File, or by editing your .PRO file with any
editor or word processor that can save unformatted ASCII
files. See Chapter 13, "Advanced Profile Parameters" for
details on editing a profile or using configuration commands
at the DOS prompt.
/NOXMS
Prevents PC-File from using extended memory
/NOEMS
Prevents PC-File from using expanded memory
You might need to use these commands if PC-File's use of
extended or expanded memory appears to be in conflict with
other programs. Also, if your systems has both kinds of
memory, PC-File will use expanded (EMS) memory by default.
Using just the /NOEMS configuration command forces PC-File to
use extended memory instead.
APPENDIX A
IF YOU NEED TECHNICAL SUPPORT
If you are unable to find the answers to your questions in the
manuals or help windows, we invite you to call our Technical
Support department. They will be happy to answer any technical
questions you have about PC-File.
To receive technical support, call 1-900-454-8000 Monday
through Friday. If you are unable to use the 900 number for
technical support or would prefer a prepaid support plan that
provides for unlimited technical support on an annual basis,
please contact us at 1-800-528-8866 for information on
purchasing a Product Support Plan.
If you have a modem, you can also contact our Technical
Support department on our bulletin board or on CompuServe. Our
bulletin board operates 24 hours a day, 7 days a week. The
bulletin board phone number is 206-454-7875. There is no
charge to use our bulletin board, other than your long
distance charge. You can reach our Technical Support
department on CompuServe in Section 1 of the PCVENA forum.
Type go pcvena at the CompuServe ! prompt to access the PCVENA
forum. Regular connect charges apply when using CompuServe.
To help us help you, please be prepared to provide the
following information when you call.
Computer brand and model
PC-File Version 7 Users Guide 353
Available RAM (as reported by DOS CHKDSK or MEM)
DOS version being used
Memory resident programs installed
Printer brand and model
Monitor brand and model
Exact wording of any error message(s)
If possible, be at your computer when you call, with your
computer on. Also, it often helps if you have available the
database description printout (produced using Database
Description on the Utilities menu) for the database in
question, as well as a printout of any report format you are
having problems with.
PC-File Version 7 Users Guide 354
APPENDIX B
PROGRAM AND DATABASE FILES
PC-File consists of over a dozen program files. All of these
files are loaded when you install the program. Two of the
files--PCF.EXE and PCF.HLP--are absolutely essential for
running PC-File. The other program files can be erased if
necessary. Refer to the list below to see what you lose if you
delete a file.
PC-File creates a variety of files for each database that you
define. Some of these, such as the header and data files, are
an integral part of the database. Others, like report and
letter files, are added as you define those features in the
database.
Your PC-File disks also contain several dozen sample files.
The examples in the manuals refer to these sample files.
All of the program files and each type of database file are
explained below.
PROGRAM FILES
FCONVERT.COM
This is a standalone program that converts PC-File III, PC-
File/R, and PC-File+ databases into the new PC-File (dBASE III
PLUS) format. You can delete this program after you have no
further use for it.
INSTALL.EXE
The PC-File install program. It comes on Disk One, but is not
copied onto your hard disk.
MSHERC.COM
This program must be run before you can produce graphs on a
Hercules monitor. If you have a VGA, EGA, or CGA monitor, you
can delete this file.
PCF.DIC
This file contains the 100,000 word dictionary used by PC-
File's spell checker. You can delete this file if you will not
be using the spell checker.
PCF.EXE
PC-File Version 7 Users Guide 355
The main program module of PC-File. Don't impinge the
integrity of this file at all. You must start PC-File from the
directory that contains this file or place PC-File on your DOS
path.
PCF.HLP
This is another main file, without which PC-File will not run.
This file contains not only the Help window text, but most of
the other screen text as well. Place this file on the same
drive and in the same subdirectory with PCF.EXE.
PCF.PIF
The Windows PIF (Program Information File) used to run PC-File
in Graphics mode under Microsoft Windows. Run this file
directly from the File Manager, or use New on the File menu of
the Program Manager to define it as a Program Item.
PCF.SUP
The "supplemental" dictionary file that is created when you
use the Add function in the spell checker to add words to your
personal dictionary file.
PCFCHAR.PIF
The Windows PIF (Program Information File) used to run PC-File
in Character mode under Microsoft Windows. Run this file
directly from the File Manager, or use New on the File menu of
the Program Manager to define it as a Program Item.
PCFLOGO.IMG
This file contains the PC-File "paper clip" logo that displays
when you first start PC-File in Graphics mode. You can delete
this file if you want.
PCFILE.MAC
The master macro file. You can create macros in this file to
open your databases or perform other operations outside of
individual databases. This file is not required to use PC-
File.
PCFILE.PRO
The master configuration profile file. This file controls the
operating environment of PC-File, including the mode of
operation, screen colors, passwords, and telephone dialing
codes. This file is not required to use PC-File.
PCG2.EXE
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This is the graphing display program. If you will be producing
graphs, this program must be in the same subdirectory as your
other PC-File programs. If you will not be producing graphs,
you can delete this program.
PCG2.ASP
This file is created when you set colors or a different aspect
ratio for graphing. This file is not required to use PC-File.
PCLABEL.EXE
An external/internal utility that allows you to print mailing
labels in a one-up or multi-up format. You can delete this
file if you have no intentions of using PC-Label.
READ.ME
A text file provided for additional information. You can view
this file with any word processor that reads ASCII files, or
print it on your printer by typing copy a:read.me prn at the
DOS prompt. You can then delete the file.
SHOWR.EXE
A file viewer program used to display the READ.ME file at the
end of installation process. You can run this program as a
standalone DOS application to view ASCII files, if you wish.
You can safely delete this file.
DATABASE FILES
databasename.CDS
This is the telephone log that is kept whenever you tell PC-
File to dial a telephone number. Delete this file whenever you
want to start a new log.
databasename.DBF
This file contains the actual data you enter into your
database.
databasename.DBT
Data entered in memo fields is contained in this file. All
memo data within a database is stored in this file, even if
you have two or more memo fields.
databasename.DBH
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The header file is created when you define a database. It
contains information about the structure and contents of the
database. This file is also created by PC-File when you open a
dBASE-type database that was created by some other program,
such as dBASE or FoxPRO.
databasename.MAC
This file is created if you define any macros for a database.
It contains the macro definitions for use with the database.
databasename.PRO
This file is created if you define a separate configuration
profile for a particular database.
databasename.ND9
This is the Subgroup index file for the database. You can have
only one Subgroup index within a particular database.
databasename.NDn (Where "n" is 1 through 8)
Each index for a database is saved to a separate file under
the same name as the database with an .NDn extention. For
example, if your database has two indexes they would have .ND1
and .ND2 extensions.
filename.ANS
This file stores your Print options dialog box settings for
each report. When you reprint a report, the appropriate ANS
file is used to set the printing defaults.
filename.GR
This file is created when you define a graph. It contains the
commands that define the structure of the graph. A different
file is created for each graph. If you change the file
extension to .REP, you can edit this file with the Language
editor.
filename.LBL
This file is created by PC-Label when you save the label
setup. It contains the commands that define the structure and
defaults of the label.
filename.LTR
This file is created when you define a mail-merge letter. It
contains the commands that define the structure of the letter.
A different file is created for each letter.
filename.MAC
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This file is created if you define any auxiliary macro files.
filename.REP
This file is created when you define a report. It contains the
commands that define the structure of the report. A different
file is created for each report.
GRAPH.ME
This file contains the data for the most-recently created
graph. The data in the file changes every time you create a
new graph, as the new data replaces the old data. It's an
ASCII text file which you can edit with any text editor or
word processing program.
TMPnn.DBF, .DBH, .DBT, .PRO, and .MAC
These files are created as a backup copy of your database when
choosing to Update the current database when redefining using
the Paint method, and when packing your database. All file
types that existed for the original database are created:
.DBH, .DBF, .DBT, .PRO, and .MAC. You can safely delete these
files, after confirming that your redefine or packing
operation was successful.
TMPnn.OLD
This file is created as a temporary work file when you define
a report, letter, or graph without saving them. Ordinarily,
you will not see these files, they will be deleted when PC-
File is through with these operations. They might be left on
your disk if your machine loses power or locks while the
program is running. They can be safely deleted.
TEMPnnnn.PCF
This file is created when you choose to free up memory when
dropping to DOS from within PC-File. The file allows you to
return to where you were in PC-File. Don't delete the file
while temporarily dropping to DOS from PC-File.
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APPENDIX C
ASCII TABLE
Listed below is an ASCII table. The ASCII table includes the
decimal and hexadecimal values for each ASCII character, as
well as the ASCII character itself. To enter an ASCII
character not found on your keyboard in a field, text window
or edit window, hold down ALT while keying in the ASCII
decimal value of the character using the numeric keypad. Then
release the ALT key. For example, to enter u in a field, hold
down ALT and key in the numbers 1 2 9, using the numeric
keypad on the right side of the keyboard. Then release the ALT
key. Note that you cannot use the number keys on the top row
of the keyboard.
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APPENDIX D
ERROR/INFORMATION MESSAGES
Listed below are various PC-File error and information
messages, explanations and recommended actions. The messages
are listed in alphabetical order.
?????
Question marks printed in a report or letter indicate that PC-
File doesn't recognize the field name(s) included in the
report or letter. See Chapter 9,"Printing Reports and
Letters," for more information.
?BAD ANSKEY
The "lookup field" referenced in a relational lookup is not a
valid field in the lookup database. Make sure that the field
name is spelled correctly. The "lookup field" is the field in
the lookup database containing the value to return, and is the
fourth parameter in a relational lookup.
?BAD DB
The "lookup database" referenced in a relational lookup is not
a valid PC-File database. The "lookup database" is the
database containing the data to retrieve, and is the second
parameter in a relational lookup.
?BAD DB ID
PC-File had problems opening the "lookup database" specified
in a relational lookup. Make sure the database name is spelled
properly and exists on the specified drive and subdirectory.
?BAD DBKEY
The "shared field in lookup database" field referenced in a
relational lookup is not a valid field in the lookup database.
Make sure that the field name is spelled correctly. The
"shared field in lookup database" is the field in the lookup
database containing the lookup value, and is the third
parameter in a relational lookup.
?BAD KEY1
The "shared field in the current database" referenced in a
relational lookup is not a valid field in the current
database. Make sure the field name is spelled correctly. The
"shared field in the current database" is the field in the
current database containing the value to lookup, and is the
first parameter in a relational lookup.
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?BAD USAGE
The syntax of a relational lookup is incorrect. Relational
lookups must be entered in the format (@shared field in
current database, lookup database, shared field in lookup
database, lookup field) or (*,lookup field).
?CANCELED
The relational lookup operation was canceled by pressing ESC.
?NO RAM
The computer does not have enough RAM memory to perform a
relational lookup. See the error "Out of Memory."
Beginning of file
You are trying to display the previous record while viewing
the first record in the database.
Can't create (filename)
PC-File has encountered an error when creating a new file.
(The file name is included in the message.) This message may
indicate that the data disk is full, that there are too many
files on the disk, that there is a hardware or disk error,
your network rights won't allow you to create files, or the
FILES statement in your CONFIG.SYS file needs to be increased.
Can't delete (filename or data)
PC-File has encountered an error deleting a file or data in a
file. This usually indicates a hardware error or a disk error.
If the message refers to a file, it could mean that the file
is marked by DOS as a read-only file.
Can't get memo
PC-File has encountered an error reading the memo file. This
indicates that the memo file is missing, or there is a
hardware error or a disk error. The memo file (.DBT) must have
the same name as the data file (.DBF), and must be stored on
the same drive and subdirectory as the data file.
Can't open (filename)
The file named in the message cannot be opened for processing.
There could be several reasons for this:
The file could not be found, because you gave the wrong name
for it.
The file could not be found, because you specified the wrong
disk drive or subdirectory.
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The file is in use by someone else on your system.
You are having hardware or disk errors.
The FILES= statement in your CONFIG.SYS file is too small.
Increase it to 20 or more.
The file may have been damaged in some way. See Chapter 12,
"External/Internal Utilities," for information on repairing
a database.
Can't open .LOG file
PC-File can't open the file that keeps track of changes made
during a posting. If the destination database resides on a
network drive, you might not have "rights" to open or create
the files. There may be an insufficient number of file handles
available to open a file--try increasing the number after
FILES= in your CONFIG.SYS file, reboot and try running the
posting again. Also, there may be insufficient disk space to
open the .LOG file.
Can't open .PST file
The batch post definition file can't be opened. The file might
be damaged. If the file resides on a network drive, you might
not have "rights" to open the file. There may be an
insufficient number of file handles available to open a file--
try increasing the number after FILES= in your CONFIG.SYS
file, reboot and try opening the .PST file again.
Can't run DOS
You've tried to run a DOS command from within PC-File and the
DOS command cannot be processed. There could be several
reasons for this:
COMMAND.COM cannot be found on the disk, or is damaged.
If you told PC-File to free up all memory, PC-File requires
about 700K of disk space. The disk may be too full.
Not enough RAM is available to execute the command; or the
available memory has been corrupted.
Can't write (filename)
PC-File has encountered an error writing to a file. This
usually indicates a full disk, hardware error, a disk error,
or that the file is marked by DOS as a read-only file.
Cancel changes to this record?
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You selected the Cancel Changes option from the Edit menu, or
pressed ESC after modifying a records. If you answer Yes to
the question, PC-File ignores all changes made to the current
record and restores the record to the original data before you
began editing the record.
Contains reference to unknown field
When you select a report or letter to print, PC-File compares
the field names referenced in the report or letter with those
in the current database. If the report or letter contains a
reference to a field name that doesn't exist in the current
database, PC-File displays this message. You should modify the
report or letter to include the correct field name references.
If you don't, PC-File prints question marks where the field
data is to be printed.
Creation error
PC-File has encountered an error trying to create a new file.
This error usually indicates a full disk or a hardware or disk
error. If PC-File displays this message when defining a
database, make sure that the database definition is valid,
i.e., make sure field names, types, and lengths are valid.
Data length wrong
The record length indicated in the .DBF header does not match
the calculated record length (the sum of field lengths). The
Repair command cannot correct this type of damage. Try using
Pack on the Utilities menu to correct this.
DBH doesn't match DBF
Both the .DBH and .DBF files store the number of fields, and
each field's length and type. There is a discrepancy between
the number of fields or one or more fields' length or type.
You can redefine the database to create a new database with
matching .DBH and .DBF files. Alternatively, you can delete
the .DBH file and let PC-File adopt to the database. If you
change the database structure with a program other than PC-
File, you must delete the .DBH file and let PC-File adopt it.
Decimals must be less than number
When defining or redefining a database, you can provide the
number of decimal places for each numeric field. The maximum
number of decimal places is the field length minus 2. For
example, if you have a numeric field of length 8, the maximum
number of decimal positions is 6.
Drive not available or drive door is open
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You are attempting to access an unavailable drive. If the
drive you are trying to access is a floppy drive, make sure
that the drive contains a formatted disk and that the drive
door is closed.
End of file
You are attempting to display the next record while viewing
the last record in the database. If you receive this message
unexpectedly, it may mean that one or more of the indexes is
damaged. You should rebuild all indexes using the Index option
on the File menu.
Error 0
PC-File has encountered an error reading or writing to a file.
This usually indicates a full disk or invalid path. It can
also indicate a hardware error or a disk error.
Error adopting dBASE file
You selected a data file (.DBF) that doesn't have a
corresponding header file (.DBH) and there is a problem
creating the header file. PC-File reads dBASE III Plus
compatible data files. If your data file is not dBase III Plus
compatible, PC-File can't adopt it.
Error deleting database record
PC-File has encountered an error deleting a record. This
usually indicates a damaged index, hardware error, or a disk
error.
Error during posting
An error has occurred while PC-File was trying to post
information to the destination file. This might indicate
insufficient disk space, a disk error, or if the destination
database resides on a network drive, you might not have
"rights" to open and write to the files.
Error making index (16386)
This error will occur if you are attempting to define a
Formula Index using a logical field without converting its
data to a string using the TOSTR function. For example:
UPPER(fieldname) **Incorrect**
TOSTR(fieldname) **Correct**
See "Defining a Formula Index" in Chapter 8 for details.
Error reading (filename)
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PC-File can't read the named file. The message can indicate
that the file has been damaged in some way. You may be having
difficulties with the disk itself. Either the data disk has a
bad sector, or errors are occurring in the disk controller
card.
Error reading DBF field table
The .DBF header can't be read, or the .DBF can't be opened.
The file might be damaged. If the file resides on a network
drive, you might not have "rights" to open the file. There may
be an insufficient number of file handles available to open a
file. Increase the number after FILES= in your CONFIG.SYS file
and reboot.
Error reading DBF header
The .DBF header can't be read, or the .DBF can't be opened.
The file might be damaged. If the file resides on a network
drive, you might not have "rights" to open the file. There may
be an insufficient number of file handles available to open a
file--try increasing the number after FILES= in your
CONFIG.SYS file, reboot and try repair again.
Error reading memo (fieldname)
This error will occur if PC-File encounters a memo field that
it can't read:
In "interactive" situations like viewing and editing in Record
view and Table view, PC-File leaves the unavailable memo blank
and displays an error message in this format:
----------------------------
Error reading memo (fieldname)
This database may be damaged
[ OK ] [CANCEL]
----------------------------
In "batch" situations like reports and export, PC-File prints
or exports:
Memo data not available
in place of the damaged memo information. An error message in
the following format will also display on the screen for 2
seconds:
----------------------------
Error reading memo (fieldname)
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This database may be damaged
-----------------------------
You might be able to correct this problem using either the
Repair or the Pack options on the Utilities menu. See
"Repairing a Database" and "Packing a Database" for details.
Error writing on (filename)
PC-File can't write to the named file. Also, make sure that
the disk isn't already full. If it is full, no more data can
be written to it. You may be having difficulties with the disk
itself. Either the data disk has a bad sector, or errors are
occurring in the disk controller card. If writing to a floppy
disk, make sure the disk doesn't have a write-protect tab on
it.
Exit memo without saving changes?
When editing a memo field, PC-File displays this message when
you choose Cancel. If you exit without saving, PC-File ignores
all changes made to the memo field during the current editing
session.
Field display length exceeds 65 characters
The maximum number of characters you can display for any field
on one line is 65. However, the actual data length for
character and memo fields can be much longer. Character fields
can contain up to 254 characters. Memo fields can contain up
to 5000 characters. When creating or modifying a View, you
cannot use more than 65 characters for a field's display
length.
Field type (type) invalid for field length (length)
You are defining or redefining a database and have provided an
invalid field length. Character fields must be 1 to 254
characters long. Numeric fields must be 1 to 19 characters
long. Date fields must be 8 or 10 characters long. Logical
fields must be 1 character long. Memo fields must be 5000
characters long. Before you can proceed with the database
definition or redefinition, you must either change the field
type or field length.
In the output database (databasename), The "Match to" field
(fieldname) is not indexed. Posting may be slow. Continue?
For PC-File to perform posting as quickly as possible, the
field to match on in the database you are posting to should be
indexed, so PC-File can perform a fast search on the index. If
the match field is not indexed, PC-File performs a much slower
sequential search.
Incompatible memo format
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The .DBF file has memo fields that are stored in dBASE IV
format--PC-File can only use dBASE III or III+ format memos.
Index expression too long. Ignoring excess.
This error message can occur when you are defining a Simple
Index (see "Creating an Index" for details) and you choose too
many fields to index. All fields indexed up to the point you
receive this message will be used if you continue. PC-File
generates a dBase index expression which cannot be more than
100 characters long. The total number of fields you can index
will vary depending on the lengths of the field names, the
types of fields indexed, and how many fields are indexed in
descending or
ascending sequence. Depending on the situation, you may be
able to produce the index you want by defining a Formula Index
(see "Creating an Index" for details).
Index key exceeded 100 characters
Due to limitations of the dBASE index structure, PC-File can't
index on more than 100 characters of data. For example, PC-
File can't sort five fields of 30 characters each, because the
total length would be 150 characters. You need to specify
fewer fields to index, or index on portions of fields. See
Chapter 6, "Sorting and Indexing Data" for information on
indexing portions of fields.
Invalid field name (name)
When defining a database, you included invalid characters in a
field name, or you selected a field and typed a field name
that doesn't exist. Field names can contain only letters,
numbers and the underscore ( _ ) character. No punctuation,
spaces, or other characters are allowed. Field names must
start with a letter.
Invalid key expression
There is an error in the expression you entered for a formula
index. It could be a misspelled field name or function name,
or a missing parenthesis.
Invalid PST file (1st record bad)
The first line in the .PST file is not in a valid format. The
.PST might be damaged or has been incorrectly edited. This
line in the .PST file indicates the "post from" (source)
database, and should be in this format:
PCF6,D:\path\databasename
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where "D" is the drive and "path" is the subdirectory where
the source database resides, and "databasename" is the name of
the source database with no extension. For example, posting
from a database named SALES on drive C in the \PCFILE\DATA
subdirectory the first line of the .PST file would read:
PCF6,C:\PCFILE\DATA\SALES
To correct this problem: Edit the first line of the .PST file
to the format above, restore a backup copy of the .PST file,
or redefine the posting from scratch.
Invalid PST file (2nd rcd bad)
The second line in the .PST file is not in a valid format. The
.PST might be damaged or has been incorrectly edited. This
line in the .PST file indicates the "post to" (destination)
database, and should be in this format:
TO:D:\path\databasename.DBH
where "D" is the drive and "path" is the subdirectory where
the destination database resides, and "databasename" is the
name of the destination database. For example, posting to a
database named INVENTORY on drive C in the \PCFILE\DATA
subdirectory, the second line of the .PST file would read:
TO:C:\PCFILE\DATA\INVENTORY.DBH
To correct this problem: Edit the second line of the .PST file
to the format above, restore a backup copy of the .PST file,
or redefine the posting from scratch.
Invalid PST file (MATCH command expected)
The third line in the .PST file is not in a valid format. The
.PST might be damaged or has been incorrectly edited. This
line in the .PST file indicates which fields to match on, and
should be in this format:
MATCH sourcefield to destinationfield
where "sourcefield" is the match field from the source
database and "destinationfield" is the match field from
destination database. For example, matching on a field named
PART_NO in both databases the third line of the .PST file
would read:
MATCH PART_NO to PART_NO
To correct this problem: Edit the third line of the .PST file
to the format above, restore a backup copy of the .PST file,
or redefine the posting from scratch.
Line length >>80. Truncate the line?
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You are printing a list of duplicate records and the length of
the line of data to be printed is greater than 80 characters.
If you are printing to a wide carriage printer or are using a
condensed font, you may not want to truncate the line.
However, if your printer can only print 80 characters per
line, you do want to truncate the data so that your printer
doesn't wrap the data from one line to the next.
LOG file missing: (filename)
This message appears when using the UnPost command on the
Batch Post dialog box. Either the .LOG file for the database
was deleted, or you may be in the wrong database when trying
to UnPost--you must be in the database that was posted to, not
the database that was posted from.
Match To Field isn't indexed
This message indicates that the field to match on in the
destination database is not indexed. This does not prevent the
posting from being performed, but posting will be slower.
Index the "match to" field for better performance.
Memo N/A
You can't use a memo field in a relational lookup.
Name invalid
When saving files, you must specify a valid DOS file name.
Refer to your DOS manual for the valid file name characters.
Also make sure that you don't have a default drive, path and
file in the database.PRO file.
Need a Match Destination field
You need to choose a field from the "post to" (destination)
database to match with before you can proceed with your Batch
post definition.
Need a Match field from Lookup file
You need to choose a "match with" field from the Lookup
database (the database you are retrieving data from) before
you can proceed.
Need a Match Source field
You need to choose a field from the current (source) database
to match with before you can proceed with your Batch post
definition.
Need a POST action
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You need to define a post action before you can proceed with
your Batch post definition. See "Defining Post Actions" for
details.
Need a Post Destination field
You need to choose a field from the "post to" (destination)
database to post to before you can proceed with your Post
action definition.
Need a Post Source field
You need to choose a field from the current (source) database
to post from before you can proceed with your Post action
definition.
Need a Source field
You need to choose a "match with" field from the current
(source) database before you can proceed.
Need an Answer field from Lookup file
You need to choose the field to retrieve data from in the
Lookup database before you can proceed.
No phone number
To use the telephone dialer option, you must have a field name
containing the word "phone." You can use the Redefine option
on the File menu to change the name of the field(s) containing
your phone number(s) to include the word "phone". See Chapter
13, "Tools," for more information on the telephone dialer.
No repairs were performed
PC-File found no errors that it could correct, or the user has
answered No to a repair message.
No snapshot defined
To use the snapshot label option, you must have a snapshot
label defined in the current profile. See Chapter 13, "Tools,"
for more information on snapshot labels.
Not a compatible DBF file
The file you are trying to repair is probably a dBASE II file.
PC-File only uses dBASE III and dBASE III+ .DBF files.
Not a valid extension
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You have added an invalid file extension in the file selection
dialog box. For example, when opening a database, if you
provide an extension other than DBF, PC-File displays this
message. In most cases, PC-File adds the extension
automatically, so you don't have to.
Not a valid path or file name
The path or file name you have entered in the file selection
dialog box doesn't exist or is incorrectly spelled. Also, make
sure you select the appropriate drive.
Not found
PC-File can't find a record matching the search criteria.
Numeric field exceeds 19
The maximum field length for numeric fields is 19. You need to
reduce the size of the numeric field to 19 characters or less.
Out of Memory
PC-File has run out of RAM memory (not disk space). To
determine how much RAM memory is available on your machine,
refer to the "Getting Started" section.
PC-File may display an "Out of Memory" message when performing
an operation which worked earlier in the current session.
While you are in PC-File, memory can become fragmented, such
that a large enough block of memory can't be found to perform
an operation. There are two ways to work around this problem.
First, quit all the way out of PC-File, then restart PC-File
and immediately retry the operation that failed. This frees
all memory, eliminating fragmentation. Second, make more
memory available by either installing more conventional memory
in your machine (if you don't have 640K) or by disabling
memory resident programs. Extended and expanded memory will
not help avoid this error.
Another, less common cause of this message is an invalid
calculation, complex search criteria or .IF statement in a
report or letter. Examples include angle brackets around field
names, missing or extra parentheses, and missing or illegal
operators such as $, << or =. See Chapter 5,"Finding and
Modifying Data," and Chapter 15, "Calculations," for more
information.
Output (post to) file doesn't exist
PC-File can't find the destination database indicated in the
.PST file. Either the database has been moved, deleted or
renamed; or the .PST has been incorrectly edited.
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To correct this problem: Redefine the posting from scratch, or
edit the first line in the .PST file to the format described
under "Invalid PST file (1st record bad)."
Overwrite data. Are you sure?
When importing data, you can append the imported records to
the database without affecting the existing data or you can
overwrite the existing data. Overwriting deletes the original
data and replaces it with the imported data. Confirm or cancel
your decision to overwrite all records in the current database
to continue.
Overwrite existing (filename)
If you are saving a file to an existing file name, PC-File
asks if you want to overwrite the existing file. If you answer
Yes, PC-File deletes the existing file and saves the current
file with the same name.
Repaired (number)
This message is displayed at the end of the repair process to
indicate how many records have been repaired.
Should be memos, but there aren't
The .DBF header has a "flag" that indicates if a database has
memo fields. This message is displayed if the flag indicates
memos, but there are no fields that show memo type. PC-File
gives you the option to attempt to repair this problem, if you
answer Yes to repair, PC-File turns off the flag. The .DBT
file, if any, is not affected.
Shouldn't be memos, but there are
The .DBF header has a "flag" that indicates if a database has
a memo file (.DBT). This message is displayed if the flag
indicates no memos, but there are fields that show memo type.
PC-File gives you the option to attempt to repair this
problem, if you answer Yes to repair, PC-File resets the
"flag" to indicate the presence of memos and creates a new
empty memo file (.DBT), if it is missing.
The "Match From" Field doesn't exist.
PC-File can't find the match field for the source database
indicated in the .PST file. The .PST file might be damaged or
incorrectly edited, or the field's name might have been
changed. Redefining the Batch post definition should correct
this problem.
The disk is full.
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There is insufficient space on the destination drive PC-File
is attempting to write the redefined database on. Either
eliminate unnecessary files, or try redefining to a higher
capacity disk, if possible.
The UNDO file is dated: date Are you sure you want to undo the
posting?
This is to inform you the date of the last posting to this
database. Only records posted to at that time will be
restored.
There were (number) transactions for which no matching records
were found.
"Number" is the number of records posted from that have no
matches in the database you are posting to.
This Post file is incompatible with the current database.
The .PST file was probably defined for another database, or
field names might have been changed. Redefining the posting
should correct the problem.
Too many fields
PC-File allows up to 128 fields per database. You are trying
to define a database with more than 128 fields. If your
database has more than 128 fields, you should consider
reorganizing your database structure, or linking multiple
databases together using relational lookups.
Unsuccessful ADD operation
This message usually indicates a damaged index. Rebuild all
indexes for the database using the Index Maintenance option on
the File menu. The message could also indicate a damaged data
file, full disk, or disk error.
User Canceled
The user pressed ESC or chose Cancel while running a Batch
post.
WARNING: correcting field decimal places
This message displays when PC-File finds a discrepancy between
the decimal places for numeric fields indicated in the .DBH
file and .DBF header. PC-File assumes the .DBF header is
correct and updates the .DBH's values for decimal places to
the .DBF header's values.
WARNING: correcting field length
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This message displays when PC-File finds a discrepancy between
the field lengths indicated in the .DBH file and .DBF header.
PC-File assumes the .DBF header is correct and updates the
.DBH's field lengths to the .DBF header's values.
WARNING: correcting field type
This message displays when PC-File finds a discrepancy between
the field types indicated in the .DBH file and .DBF header.
PC-File assumes the .DBF header is correct and the .DBH's
field types are updated to the .DBF header's values.
WARNING: correcting number of records
This message displays when PC-File finds a discrepancy between
the number of records indicated in the .DBF header and the
calculated number of records (DBF Length divided by Record
Length). PC-File assumes the calculated value is correct and
updates the number of records indicated in the .DBF header to
the calculated value.
WARNING: Database may be damaged
PC-File has detected an error with the data file. You should
first rebuild all indexes using the Index option on the File
menu. If the problem persists, repair the database using the
Repair option on the Utilities menu.
WARNING: No DBF header termination; continuing
The end of the .DBF header does not have an end marker. The
.DBF file is probably from a third-party program. This should
not affect PC-File's ability to repair and use the file. PC-
File does not add an end marker, and continues the repair
process.
WARNING: PCF.EXE failed integrity check
PC-File detects a discrepancy while performing an integrity
check. To correct the problem, you should ensure that your
data disk(s) are not infected with any viruses, and that there
are no errors with your data disk(s), then reinstall PC-File.
WARNING: This index may be damaged
The index file does not match the data file. You should
rebuild the index. Make sure you haven't used the same index
file name for more than one index field. See Chapter 6,
"Sorting and Indexing Data," for more information on
rebuilding indexes and naming index files.
What to print in place of ???????
PC-File wants to know what field or system data you want to
print at the current data location in your Free form report.
PC-File Version 7 Users Guide 375
Writing corrected DBF header
This message displays when a discrepancy is found between the
number of records indicated in the .DBF header and the
calculated number of records (DBF Length divided by Record
Length). The calculated value is assumed to be correct and the
number of records indicated in the .DBF header is updated to
that value.
Writing corrected DBH file
This message displays when a discrepancy is found between
field types, field lengths, and numeric field decimal places
stored in the .DBH file and .DBF header. The .DBF header is
assumed to be correct and its field definitions are used to
update the .DBH file.
Wrong password
A password is required before you can perform the operation
you attempted. You provided the wrong password.
You can't have more than 9 indexes
PC-File allows up to 9 indexes per database. You already have
9 indexes. You must delete at least one index before you can
build another one.
You must define at least 1 field
You are telling PC-File you have finished defining or
redefining a database, but have not defined any fields. Before
you can proceed with the database definition or redefinition,
you must define at least one field.
Your new database has been created. The indexes will be built
the first time you use the new database.
This message appears after choosing Build New at the end of
the Redefine process.
Your old database had been renamed to: TMPnnnn Your new
(redefined) database keeps the name that it was redefined
from. The indexes for your new database will now be created.
This message appears after choosing Update Current at end of
the Redefine process. TMPnnnn (where "nnnn" is some number) is
the name PC-File assigns to the backup copy of the database
before redefining it.
ABOUT THE AUTHOR
PC-File Version 7 Users Guide 376
In 1982, Jim Button started a revolution. He wrote a software
program that was so easy to use, even beginners could master
it. Yet it was powerful enough to manage information for the
largest corporations. Its price was less than half its
competition. Jim was so certain that people would love his
product, he gave it away for free-requesting payment only if
they were completely satisfied. He called it PC-File.
Today, 750,000 copies later, Jim's revolutionary software is
managing data nationwide. From IBM to the local PTA. Kodak to
the cub scouts. Nike to your neighborhood sporting goods
store. And it's not alone. PC-File shares the spotlight with a
family of powerful products. All are backed by a team
committed to quality software, personal service and features
that fit the need.