First of all, as a long-time Panorama (and OverVue) user, I wanted to thank Jim for the thousands of hours of effort that have gone into this new version. I am slowly wrapping my head around the new ways of doing things, and haven’t really begun using PanX as the main version, but have gotten much closer. This program has been a key part of my productivity for a long time, and it would be painful to give up my data processor. Surely, I am missing some key features, but expected a developing product, rather than a finished one. (I don’t know if I will ever get over the loss of the headphone jack, though…)
The questions: First, I have made something work, but fear that my ignorance may have caused me to do this the hard way, and wanted to ask if I was going about this correctly. I made a matrix object in a database of the most common payees I make payments to. This matrix happily displays info about the entries using the pass-through and DB Navigator. I have been trying to implement some lookups that reference the checkbook database holding the actual transactions. I want it to look up the last payment and payment date for the payee. I couldn’t get lookuplast to work (more later), so tried lookup, to see if lookuplast was just not implemented. When I use the name of the Payee field for the keydata (Payee, or «Payee» or exportcell(“Payee”), I get the expected value for the selected record, but repeated in all cells of the matrix. When I set up a formula for the matrix (just exportcell(Payee)), then reference it using the info function, suddenly the search works correctly and gives the correct value for each payee. So, the new (working) formula is:
Am I doing this wrong, or is this what you expect?
Part 2: When I change “lookup” to “lookuplast” in the formula above, it fails, saying “Expression contains an operand when an operator was expected”. The keyfield in the checkbook database being queried contains a space, and changing the “Pay To” to “PayTo” in the database being queried does fix lookuplast.
I really don’t need the space in the field name (I think this might be a legacy from OverVue), but will have to go through quite a few formulas to fix it. Looks like it’s time to learn about the new search functions…
I’ve just installed version 0.1.028. OS 10.10.5.