Need Help with Formula using SQL maybe

I need help!  I work with Crystal reports XI and usually manage just fine with the Formula editor but his one I think will require some SQL and I am not good at that.
We are running SQL 2000 I think (Enterprise Manager 8.0)  Our sales people schedule activities and enter notes for customer accounts.  Each is stored in a separate table.  I need to find activities that are scheduled 240 days into the future and show the most recent note that goes with the account for which that activity is scheduled.
The two tables, Activities and History, share the an accountID field in common that links them to the correct customer account.   I want to look at dates in the Startdate.Activities field more than 240 days in the future and show the most recent note from the History table where the accountid's match. I figure my query will contain a join on AccountID.Activities and AccountID.History used with Max(completedate.History) but I do not understand how to word it.
I would like to perform all this in crystal if possible.  I humbly request your help.
Membery

You SQL would look something like this...
SELECT
a.AccountID,
a.BlahBlahBlah, -- Any other fields you want from the Activities table
h.LastComment
FROM Activities AS a
LEFT OUTER JOIN History AS h ON a.AccountID = h.AccountID
WHERE (a.ActivityDate BETWEEN GetDate() AND DateAdd(dd, 240, GetDate()))
AND h.HistoryID IN (
     SELECT MAX(HistoryID)
     FROM History
     GROUP BY AccountID)
This method assumes that the History table has a HistoryID that increments up automatically each time a new comment is added... So a comment made today would always have a higher HistoryID that one made yesterday.
If I'm wrong and there is no HistoryID or the HistoryID doesn't increment in a chronological fashion, it can still be done but the code is a bit more complex.
HTH,
Jason

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    if date met is less than 1825 (but greater than 1095) days from today, then enter "Three to Five Years"
    if date met is less than 3650 (but greater than 1825) days from today, then enter "Five to Ten Years"
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    What am I doing wrong? I'm new to expressions and formulas in Oracle.

    Hi, You have to do @ 2 places. For setting the field value @ the time of creating a new record using the field default feature. Check post default as the calculated value is dependent on some other field that you are going to set @ the time of creation. For updating the field whenever the record is modified, use workflows
    -- Venky CRMIT

  • I need help with formulas please. See bottom of 1st table for question. Thanks.

    Regular monthly flows
    Regular Monthly Inflows/Outflows
    Date
    Check #
    Payee/Description
    Category
    Amount
    Day of month due
    02/01/2013
    Deposit
    Dream Job
    Salary
    $          16,000.00
    1
    02/01/2013
    Payment
    State Withholding
    Tax:State
    $          (0.05)
    1
    02/01/2013
    Payment
    Federal Withholding
    Tax:Fed Income
    $          (0.10)
    1
    02/01/2013
    EFT
    Credit Card I
    M/C
    1
    02/01/2013
    EFT
    WaterMain Utilities
    Utilities:Water
    $          (84.71)
    1
    02/03/2013
    EFT
    Dan's Yard & Snow Removal
    Misc
    $          (150.00)
    3
    02/03/2013
    EFT
    Credit Card II
    VISA
    3
    02/05/2013
    EFT
    Hopes & Dreams Bank
    Car Payment
    $          (399.87)
    5
    02/07/2013
    EFT
    Metro Utilities
    Utilities:Electric
    $          (117.00)
    7
    02/08/2013
    EFT
    Out Yo Mind Mortgage
    Mortgage Interest
    $          (165.44)
    8
    02/08/2013
    EFT
    Out Yo Mind Mortgage
    Mortgage Principle
    $          (141.41)
    8
    02/08/2013
    EFT
    Out Yo Mind Mortgage
    Escrow
    $          (250.04)
    8
    02/15/2013
    EFT
    Sprint
    Utilities:Telephone
    $          (80.00)
    15
    02/18/2013
    EFT
    Credit Card III
    American Express
    18
    02/18/2013
    EFT
    Watch Me Cable
    Utilities:Cable
    $          (120.92)
    18
    Formula in column A=DATE(YEAR(NOW()),MONTH(NOW())+1,F19)
    Need formula for yellow filled cells to match the month in column A with the month in
    column A of "CC Payoff Schedule" sheet (ignoring the day of the month) to get the correct payment amount.
    CC Payoff Schedule
    M/C
    VISA
    American Express
    $1,000.00
    Payment
    % of the 3 interests
    Old Balance
    Interest 6th
    New Balance
    Payment
    % of the 3 interests
    Old Balance
    Interest 8th
    New Balance
    Payment
    % of the 3 interests
    Old Balance
    Interest 22nd
    New Balance
    Int/Monthly
    Jan-13
    $500.00
    49.92%
    $4,600.00
    $86.87
    $4,186.87
    $300.00
    27.04%
    $6,380.00
    $47.06
    $6,127.06
    $200.00
    23.04%
    $3,200.00
    $40.09
    $3,040.09
    $174.02
    Feb-13
    $499.19
    48.70%
    $4,186.87
    $79.07
    $3,766.74
    $270.43
    27.84%
    $6,127.06
    $45.19
    $5,901.82
    $230.38
    23.46%
    $3,040.09
    $38.09
    $2,847.80
    $162.35
    Mar-13
    $487.02
    47.31%
    $3,766.74
    $71.13
    $3,350.85
    $278.38
    28.96%
    $5,901.82
    $43.53
    $5,666.98
    $234.60
    23.73%
    $2,847.80
    $35.68
    $2,648.87
    $150.34
    Apr-13
    $473.14
    45.77%
    $3,350.85
    $63.28
    $2,940.99
    $289.55
    30.23%
    $5,666.98
    $41.80
    $5,419.23
    $237.31
    24.00%
    $2,648.87
    $33.19
    $2,444.75
    $138.26
    May-13
    $457.67
    44.03%
    $2,940.99
    $55.54
    $2,538.86
    $302.32
    31.69%
    $5,419.23
    $39.97
    $5,156.88
    $240.01
    24.28%
    $2,444.75
    $30.63
    $2,235.37
    $126.14
    Jun-13
    $440.30
    42.06%
    $2,538.86
    $47.94
    $2,146.51
    $316.89
    33.37%
    $5,156.88
    $38.04
    $4,878.03
    $242.81
    24.57%
    $2,235.37
    $28.00
    $2,020.56
    $113.99
    Jul-13

    LI,
    Regarding the date matching... As I understand it, you want to truncate the date to Month and Year, not considering the Day part of the date. You can do that with this type of expression:
    =MONTH(date) & "-" &YEAR(date)
    The result for January 10, 2013 would be: 1-2013. If you must have the exact format of Jan-13, you could write this somewhat more complicated expression:
    =LEFT(MONTHNAME(MONTH(date)), 3)&"-"&RIGHT(YEAR(date), 2)
    Regards,
    Jerry

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