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 Author  Thread: Got the query, now what is the best way to display the data?
Marc Johnson
Posts: 252
 
Got the query, now what is the best way to display the data?Your last visit to this thread was on 1/1/1970 12:00:00 AM
Posted: 18 May 07 3:57 PM
fiogf49gjkf0d
We have a specific lead report that we want to run. Unfortunately they want to see the notes from the opportunity. I can create a group and even a Crystal report with all the info, but the notes, simply enough. But when adding the notes (history) we want to exclude Database Changes. So we came up with a query (see below) that works fine in ADO Explorer and the SQL checker in the Admin client, but now we aren't sure how to implement it. We really don't care how the report is generated, it could be a group, straight to Excel, Crystal, etc. Can anyone give us some suggestions here?

(the selected columns are fewer than the actual report for the sake of simplicity)

select o.description, l.description, h.category, h.notes
from opportunity o left join
(
select h.opportunityid, h.category, h.notes
from history h
where (h.category not like 'Database Change' or h.category is null)
) h on o.opportunityid = h.opportunityid
join leadsource l on o.leadsourceid = l.leadsourceid
where l.description = 'ICBA Bancard'

[Reply][Quote]
Ryan Farley
Posts: 2265
slxdeveloper.com Site Administrator
Top 10 forum poster: 2265 posts
 
Re: Got the query, now what is the best way to display the data?Your last visit to this thread was on 1/1/1970 12:00:00 AM
Posted: 18 May 07 4:32 PM
fiogf49gjkf0d
I suppose that depends on how you want it. Does i need to be printable, or just viewable?

A very easy route to take for this is to open your query in a Recordset and then dumpt it to Excel. Excel has a built in function to copy cells from a recordset.

Take a look here: http://saleslogixblog.com/rfarley/archive/2004/10/13/1094.aspx

Using the code from my post I linked to above, you could have the whole thing done in 15 minutes. Another 10 to pretty it up
[Reply][Quote]
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