historical addresses date-stamped?

Mark,

This is a great question.  And this is a fairly common type of question around here.  We call these “As Of” questions.  Things like:

·         What was the membership level “as of” the order date?

·         What was the address “as of” the contribution?

·         What was the board status “as of” the endowment contribution?

·         How many tickets had someone purchased in the prior 12 months “as of” a particular order.

·         What was the hold status on a seat “as of” a particular date in the past, or a particular number of days before the performance.

The data exists in the system to answer or make a reasonable guess about many of these questions.  And we have done a few experiments on these types of things in the past.  For example we have solved in several ways the Membership Level question “as of” the order or contribution dates.  One way is to do a correlated sub query in your SQL.

However, we have not done the address as of order date for example.  This would take looking at the address records as well as the audit history on accounts to make an educated deduction as to the correct value.

If anyone out there has solved this or similar issues.  I’d love to have a conversation and compare notes.

--Tom

…

718.724.8135

tbrown@BAM.org

From: Tessitura Development Forum [mailto:forums-development@tessituranetwork.com] On Behalf Of Mark Frey
Sent: Thursday, April 30, 2015 4:27 PM
To: Thomas Brown
Subject: [Tessitura Development Forum] historical addresses date-stamped?

Does anyone know if there is a way to link a constituent’s former address to a particular date?  I’m trying to find historical detail on promotions and addresses.  

I created a list with a region and a promotion date range, and then ran this through an output set.  The detail I get is all based on current address though. 

I’m sure this isn’t a common question, but is it possible?

Thanks,

Mark

This message was sent automatically to you by www.tessituranetwork.com because you subscribed to the Tessitura Development Forum. You may reply to this message to post to the Development forum or visit the site to search, read and post to the forums. In the interest of keeping the forum posts from becoming cluttered, we encourage you to delete previous message text from your reply before sending. Thank you!

Mark,

This is a great question.  And this is a fairly common type of question around here.  We call these “As Of” questions.  Things like:

·         What was the membership level “as of” the order date?

·         What was the address “as of” the contribution?

·         What was the board status “as of” the endowment contribution?

·         How many tickets had someone purchased in the prior 12 months “as of” a particular order.

·         What was the hold status on a seat “as of” a particular date in the past, or a particular number of days before the performance.

The data exists in the system to answer or make a reasonable guess about many of these questions.  And we have done a few experiments on these types of things in the past.  For example we have solved in several ways the Membership Level question “as of” the order or contribution dates.  One way is to do a correlated sub query in your SQL.

However, we have not done the address as of order date for example.  This would take looking at the address records as well as the audit history on accounts to make an educated deduction as to the correct value.

If anyone out there has solved this or similar issues.  I’d love to have a conversation and compare notes.

--Tom

…

718.724.8135

tbrown@BAM.org

From: Tessitura Development Forum [mailto:forums-development@tessituranetwork.com] On Behalf Of Mark Frey
Sent: Thursday, April 30, 2015 4:27 PM
To: Thomas Brown
Subject: [Tessitura Development Forum] historical addresses date-stamped?

Does anyone know if there is a way to link a constituent’s former address to a particular date?  I’m trying to find historical detail on promotions and addresses.  

I created a list with a region and a promotion date range, and then ran this through an output set.  The detail I get is all based on current address though. 

I’m sure this isn’t a common question, but is it possible?

Thanks,

Mark

This message was sent automatically to you by www.tessituranetwork.com because you subscribed to the Tessitura Development Forum. You may reply to this message to post to the Development forum or visit the site to search, read and post to the forums. In the interest of keeping the forum posts from becoming cluttered, we encourage you to delete previous message text from your reply before sending. Thank you!