You don't need an expertise in SQL to limit the number of records in a group. With your user knowledge of queries and reports, you have all the expertise you need.

When grouping date values at the query level, you can rely on the DatePart () function. This function evaluates a date value and returns a specific component, so you can use it to group by month ...

I have a mailing list DB in MS Access 97 which has a special field containing an indefinite number of one letter character codes which denote groups (for example: A for alcoholics, B for baptists ...