Filtering data by Formula

Hi,

I have a CRM system called Goldmine with an SQL Database and I am trying to create a report using Crystal Reports XI which will filter off and show only the most recent activity for each opportunity created.

I have created a formula which uses the nthlargest function which add a yes to the record with the most recent date.

If {Conthist.ondate} = nthlargest(1,{Conthist.ondate}) then "Yes"

This has been created as a formula field called RecentActivity.

How do I apply this to the report?

Welcome to Code Guru forums !

You could use the 'Record Selection Formula'

Code:

---

{@RecentActivity} = "Yes"

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I have tried that same code in the 'Record Selection Formula' area but receive an error message

Error:
This formula cannot be used because it must be evaluated later.

Try editing your 'RecentActivity' formula field, and write as the first line the next code

Code:

---

WhileReadingRecords;

---

...and if the problem persist, then try the next code instead

Code:

---

BeforeReadingRecords;

---

I tried both WhileReadingRecords, BeforeReadingRecords in front of the code in the "RecentActivity" formula field like this

Code:

---

WhileReadingRecords;
If {Conthist.ondate} = nthlargest(1,{Conthist.ondate}) then Yes
 else no

---

The same error again appeared

Error:
This formula cannot be used because it must be evaluated later.

I also tried adding them to the beginning of the record selection code like this

Code:

---

WhileReadingRecords;
{CONTHIST.SRECTYPE} <> "O" and
{CONTHIST.LOPRECID} = {?Pm-OPMGR.OPID} and
{@RecentActivity} = yes

---

Again the same error appears. I also tried the WhilePrintingRecords and
EvaluateAfter({@RecentActivity}) but again the same error appears. Any other suggestions??

Could You post the rpt ? (save it with data)

Or... say in which report's section is placed the 'RecentActivity' formula