Hi All!
I have a table that lists client names and sales calls to the client (the table actually includes all contacts to a client, but I am able to filter the table to get actual sales calls because there is a field for that (yay!)).
ClientID ClientName CallDate CallType
1 AAA company 1/1/2001 Sales
1 AAA company 3/1/2001 Info
1 AAA company 5/1/2001 Sales
2 BBB company 11/7/1999 Sales
2 BBB company 1/2/2001 Sales
2 BBB company 3/2/2001 Sales
2 BBB company 11/2/2002 Info
2 BBB company 12/2/2002 Sales
I can use Top Values to pull up the three most recent sales calls for a particular client, but what I’d like to do is pull up the three most recent sales calls for each client, like this:
ClientID ClientName CallDate CallType
1 AAA company 1/1/2001 Sales
1 AAA company 5/1/2001 Sales
2 BBB company 1/2/2001 Sales
2 BBB company 3/2/2001 Sales
2 BBB company 12/2/2002 Sales
I’d like to do this in as few queries as possible, because this is part of a “download” that goes into a backend.
Has anyone done this before? Is there an easy way to get started? I’m really stumped.
TIA!
Cecilia