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Dear friends,
Was looking at creating a tool to show upcoming birthdays for Customer Relationship Management. My intention is to show the upcoming birthdays for say a 2 week period both the age of the person.
Any ideas on how to look at this?
I can tabulate the age of the person by
=year(today())-year(birthday)
I can't seem to find a way to isolate upcoming birthdays though.
Any ideas?
Thanks again, and any help will be appreciated!
Date(today(),'DD-MM-YYYY') -Date(birthday,'DD-MM-YYYY')
Try this
Hi,
You can use Age()
Age(today(),date_of_birth)
regards,
Thanks for the quick reply.
Should I create a text object and paste this inside? Or should I do a Table Box and List Box?
My current selection will be for 1 Relationship Manager who will have X amount of customers tagged to him. So the objective is to show the RM, which customers of his will have upcoming birthdays.
Thanks Max, I find your formula helpful. Any inputs on showcasing upcoming birthdays?
Straight Table with the RM & Customer as Dimension
Customer as Dimesnion and
in Expression
If(Date(Today(),'DD-MM-YYYY')-Date(birtday,'DD-MM-YYYY')<0,'Upcoming birthdays')
or
In expression above write Date(birthday) in place of 'Upcoming birthdays'
hope this helps
you can create some banner to show the birthday reminder / greeting and used the expression in show condition to make it visible only when birthday.
Great idea! I cant seem to visualize what you're saying though. Could you elaborate more?
Doesn't really work? A value(which I converted to date format) shows up, but nothing much beyond that. All the birthdays are listed, instead of upcoming ones.