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From Chaos to Control: Moving from Spreadsheets to FileMaker

11/7/2025

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A man frustrated with too many spreadsheets

​Introduction

Startups thrive on agility and cost-efficiency. With limited cash flow, spreadsheets often become the go-to tool for managing everything: sales, inventory, finances, and more. They’re familiar, flexible, and free. But as your business scales, spreadsheets start showing cracks that can cost you time, money, and credibility.

​Your Business Has Evolved—Has Your Data?

​Spreadsheets are fantastic for getting started. They’re simple, flexible, and cost-effective. But as your business grows, the demands on your data grow too. What worked for a handful of customers or a few transactions can quickly become a bottleneck when you’re scaling. 
Here are the signs your data hasn’t kept up with your business: 
  • Manual Processes Everywhere: Entering the same customer details in multiple sheets wastes time and invites errors. 
  • Fragile Formulas: One accidental deletion can throw off entire reports. 
  • Version Chaos: Multiple copies mean no single source of truth. 
  • Security Gaps: Anyone can overwrite or delete critical information. 
  • Complexity Overload: Adding more tabs and links makes spreadsheets harder to manage and easier to break. 
If this sounds familiar, it’s time to level up. Your business deserves a system that grows with you, not one that holds you back.

​Why FileMaker is the Next Logical Step

When your startup outgrows spreadsheets, you need a solution that’s just as flexible but far more reliable. FileMaker offers:
  • Effortless Migration: Import your existing spreadsheet data in minutes.
  • Data Security: Protect your information and formulas from accidental changes.
  • Customizable Layouts: Easily modify screens, add new fields, and create reports.
  • Built-In Calculations: Keep your logic consistent and safe across the system.
  • Relational Design Eliminates Duplicate Entry: Enter data once and use it everywhere. For example, a customer record can link to invoices, orders, and reports without retyping the same details.​
  • Scalable Design: Start small and expand as your business 

​The Bottom Line

​Spreadsheets are great for starting out, but they’re not built for scale. FileMaker bridges the gap from spreadsheets to a fully customized solution, giving you the flexibility you love with the security and structure you need.

​About Latitude 40

Latitude 40 integrates experienced on-shore software development professionals into your organization, forming collaborative teams with or without your existing developers. Together, we identify needs, create tailored software solutions, and instill best practices that drive continuous improvement and ensure agility.

Ready to move beyond spreadsheets? Start your FileMaker journey today.

About the Author

​Dan DeLeeuw is the Chief Operating Officer at Latitude 40 Consulting and a Certified FileMaker Developer. He consistently maintains the latest FileMaker certifications, reflecting his commitment to staying at the forefront of the platform. Dan is a strong advocate for clean, maintainable, and well-documented code, believing that clarity is key to scalable and sustainable development.
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From Keywords to Meaning: How AI Powers Semantic Searches

10/2/2025

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​Understanding Semantic Searches

Traditional keyword search is like looking for a needle in a haystack—if you don’t use the exact word, you might miss the match. Semantic search changes that by focusing on meaning rather than literal words.

Instead of searching through a database of book reviews for "Romance" or "Suspense", imagine typing:
  • "Get the heart racing" and finding reviews like:
    • "I couldn't put it down."
    • "It kept me up all night."
Or searching for:
  • "Excites the heart" and discovering:
    • "A passionate love story that lingers long after the last page."
      ​
Semantic search understands the search intent and emotion behind your query, not just the vocabulary. To make semantic searches possible, AI uses a concept called vector embeddings

​What are Vector Embeddings?

AI models convert text into vector embeddings—arrays of numbers that represent meaning in a multi-dimensional space.
  • Each word or phrase becomes a token.
  • These tokens are plotted in a space with hundreds or thousands of dimensions.
  • Words with similar meanings are placed closer together.
    ​
Think of it like a galaxy of ideas, where “thrilling” and “exciting” orbit near each other, while “boring” floats far away.

​A Cosine Similarity: Measuring Meaning

Once text is embedded into vectors, we need a way to compare them. That’s where cosine similarity comes in.
  • It measures the angle between two vectors.
  • A score near 1 means the vectors (and thus the meanings) are very similar.
    ​
Cosine similarity is the engine behind semantic matching.

Claris ​FileMaker’s New Semantic Search Features

Claris FileMaker Developers now have AI script steps that make semantic search easy to implement.
  • You can embed text, store vectors, and compare them—all within FileMaker and an AI Language Model from a company such as Cohere.
  • This enables smarter search experiences, like:
    • Matching user queries to emotionally resonant reviews.
    • Finding relevant content even when keywords don’t match for better workflow optimization.

​About Latitude 40

Latitude 40 integrates experienced on-shore software development professionals into your organization, forming collaborative teams with or without your existing developers. Together, we identify needs, create tailored software solutions, and instill best practices that drive continuous improvement and ensure agility.

Contact Latitude 40 to learn how we can help implement AI into your Claris projects.​

About the Author

​Dan DeLeeuw is the Chief Operating Officer at Latitude 40 Consulting and a Certified FileMaker Developer. He consistently maintains the latest FileMaker certifications, reflecting his commitment to staying at the forefront of the platform. Dan is a strong advocate for clean, maintainable, and well-documented code, believing that clarity is key to scalable and sustainable development.
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Using Global Fields in Claris FileMaker: A Powerful Tool for Context-Free Data Access

9/9/2025

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​Every programming language has the concept of global variables—values that persist across the entire application, not just within the scope of a function or class. In Claris FileMaker, this idea is extended through a unique feature called Global Fields.

​What Are Global Fields?

According to Claris documentation:
A field that uses global storage (a global field) contains one value that’s used for all records in the file. Global fields are accessible from any context in the file, even if the field is defined in an unrelated table.
​

This means that unlike regular fields, which store data per record, global fields store a single value across all records and are accessible from any layout or context—without requiring relationships.

​Why Global Fields Matter in FileMaker Layouts

Claris Developers are familiar with the fact that all layouts are based on a primary table occurrence, and to display fields from other tables, you typically need to establish relationships. For example, if you're working on an Orders layout and want to show the Customer Name, you must relate the Orders table to the Customers table.
​
However, global fields bypass this requirement. They can be used anywhere in the app, regardless of table relationships. This makes them ideal for storing values like:
  • Company information (e.g., name, logo, contact details)
  • Session-specific data (e.g., current user ID, selected record ID)
  • UI control values (e.g., filters, flags, toggles)

​A Practical Use Case: Session Context Table

One powerful pattern is to create a dedicated Global Context Table that holds various global fields representing the current session state. For example:
  • gCurrentOrderID
  • gCurrentCustomerID
  • gCurrentPOID

These fields can then be used to relate to other tables dynamically, allowing you to build layouts and workflows that are independent of the current layout’s context.

​Example Scenario

Imagine an Order Details page that shows the most recent Purchase Order (PO) and its status. You can use a global field to store the current OrderID, then relate it to the POs table to fetch the latest PO.

Now, if the user wants to view all POs for that order on a different layout, the global field still holds the OrderID, allowing the new layout to display relevant data without disrupting the relationships or state of the original layout.
​
This approach enables a modular and flexible UI, where different layouts can share context without being tightly coupled through relationships

​Advantages of Using Global Fields

Global fields in Claris FileMaker offer powerful advantages for workflow optimization, especially when designing scalable and efficient solutions:
  • Context Independence: Global fields allow access to data across multiple layouts without requiring table relationships, streamlining workflow design and reducing schema complexity.
  • Session Management: Ideal for storing user-specific or session-specific values, global fields support personalized workflows and dynamic user experiences.
  • Simplified UI Logic: Use global fields to control interface elements like filters, toggles, and navigation states, enabling cleaner scripts and more intuitive workflow automation.
  • Performance Optimization: By minimizing reliance on complex relationship graphs, global fields contribute to faster load times and smoother user interactions, enhancing overall workflow efficiency.

About Latitude 40

Latitude 40 integrates experienced on-shore software development professionals into your organization, forming collaborative teams with or without your existing developers. Together, we identify needs, create tailored software solutions, and instill best practices that drive continuous improvement and ensure agility.

Contact Latitude 40 to learn how we can help with your Claris projects.

About the Author

​Dan DeLeeuw is the Chief Operating Officer at Latitude 40 Consulting and a Certified FileMaker Developer. He consistently maintains the latest FileMaker certifications, reflecting his commitment to staying at the forefront of the platform. Dan is a strong advocate for clean, maintainable, and well-documented code, believing that clarity is key to scalable and sustainable development
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  • Home
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