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This is the formula that puts the Activites into the Column e.g. January. The Product Codes denote the type of contact, like Phone Call, Email, Meeting IF Year({Activity.EFFECTIVE_DATE}) = 2002 and Month({Activity.EFFECTIVE_DATE}) = 1 then ToText({Activity.EFFECTIVE_DATE})+&quot...

Rows are Individuals, Columns are Months of the year. In the database, users create text entries like Phone call 4/02, Letter 4/15, Meeting 5/3. I can get the entries in the proper columns, but each text entry creates a new detail line. I want to group or summarize the entries so that one...

I have create a record selection formula that returns 2500 records. I am creating a list that I'm going to sell - the buyer only wants 2000 records. How do I get a random selection from the 2500?

I have a date field called "Expiration date." I want to add a selection criteria that would select all those with an Expiration date greater than or equal to 90 days prior to the Current Date. Thanks!