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 Author  Thread: Calculated Field for Birth Month
Adam Leone
Posts: 4
 
Calculated Field for Birth MonthYour last visit to this thread was on 1/1/1970 12:00:00 AM
Posted: 20 Dec 06 3:59 PM
fiogf49gjkf0d
I am trying to create a calculated field to display only the month of a contact birthday and I have run myself in circles. I suspect there is an obvious and simple answer that I am overlooking. To start, the Birthday month is displayed on legacy form "Details" but Sage has ever so politely informed me that the logic/field can't be referenced elsewhere. The simple SQL I need is as follows;

select month(birthday) from contact where not birthday is null

I want to create a contact group for all contacts with a birthday and display in the layout their birth month. I have tried creating a calculated field (select month(birthday) from contact where not birthday is null and month(birthday) = '12') field but it seems that the date/type field type does not cooperate with the Integer or String calculation types available as calculated fields. I also tried the super simple solution of formatting the layout of the birthday field in Query Builder to 'mmmm' but that gives me a value of December for every record. I have tried about a dozen other variations and tricks but have yet to get to Eureka! I appreciate the help.
[Reply][Quote]
Jay Welther
Posts: 28
 
Re: Calculated Field for Birth MonthYour last visit to this thread was on 1/1/1970 12:00:00 AM
Posted: 21 Dec 06 8:14 AM
fiogf49gjkf0d
In SLX version 6.2 and 7.0 it's quite easy:
- Manage, Calculated Fields
- click Add button
- under the Properties tab:
- enter "BirthMonth" (or whatever) into the fields Name, Alias, & Description
- select "Contact" for "Base Table" and "Numeric" for Calc.Type
- click OK
- select the BirthMonth line in the calulated field list and click Edit
- under the Calculation tab:
- in the big white space enter "Month("
- drag Birthday from the Contact data field list and drop after the open paren
- enter ")" after the birthday field name
- it shoud look like this: Month(°Contact.Birthday°)
- click OK then Close
- restart your Sales Client

You can now use the BirthMonth field in a group's layout or conditions tabs. Setting up the condition "BirthMonth equal to 12" lists only contacts with December birthdays, excluding contacts with no birthday set (i.e. null).

[Reply][Quote]
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