Output Set Giving History

Aaron Rouse $organization over 13 years ago

I am trying to build an output set that includes a five year giving history. For example, for each constituent I want the output set to show five separate columns with each containing the total for a specified fiscal year. Has anybody been able to do this or have any ideas on how this can be done?

Marie Kocher $organization over 13 years ago

Our DBA at the time created multiple "Total Giving" output set elements with the ability to choose a campaign for each. For instance, I pulled a list of current donors, but also wanted to know what their giving history was going back so many years. I was able to choose "Total Giving_1" for 12-13 year, then "Total Giving_2" for 11-12 year, then 10-11, and 09-10, etc.

Again, it was a request that we sent to our DBA at the time.

Marie

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-----Original Message-----
From: Tessitura Development Forum on behalf of Aaron Rouse
Sent: Mon 7/23/2012 2:17 PM
To: Marie Kocher
Subject: [Tessitura Development Forum] Output Set Giving History

I am trying to build an output set that includes a five year giving history. For example, for each constituent I want the output set to show five separate columns with each containing the total for a specified fiscal year. Has anybody been able to do this or have any ideas on how this can be done?

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Dale Aucoin $organization over 13 years ago

Aaron,

I would probably create a custom output set parameter for FY Giving and a parameter for FY.

You could however do something similar by running the Donor FY Giving Summary, saving to excel then doing a quick pivot table.

Dale
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Sandra Ashby $organization over 13 years ago

Hi Aaron

Don’t think anyone has responded to this, so I will.

You can do this. You would need 5 different elements (one for each year), but they would have the same setup, just a different name. You can’t add the same element more than once as you probably know.

The element I used is one I made where it has parameters for contribution date start and end and the funds you want to report on. So you would make this element 5 times and have Y1, Y2, Y3 etc in the description so you know which year is being referred to. And of course change the start and end date for each one, but keep the same funds of course.

Here’s how I set it up for 2 years (just add more for 5 years)

TR_QUERY_ELEMENT

description	data_select	data_from	data_where	single_row	primary_group_default
Cont 12m Giving Y1	sum(cont_amt)	vs_contribution	cont_dt >= <<p1>> and cont_dt <= <<p2>> and fund_no IN (<<p3>>)	Y	N
Cont 12m Giving Y2	sum(cont_amt)	vs_contribution	cont_dt >= <<p1>> and cont_dt <= <<p2>> and fund_no IN (<<p3>>)	Y	N

TR_QUERY_ELEMENT_PARAMETER – note that the parameter id in the data_where in TR_QUERY_ELEMENT matches the id of the parameter in this table. You will have to update the parameter ids to match yours.

id	description	data_type	end_of_day	multi_select	ref_tbl	ref_id	ref_desc	ref_where	ref_sort
1	start_dt	date	N	N	NULL	NULL	NULL	NULL	NULL
2	end_dt	date	Y	N	NULL	NULL	NULL	NULL	NULL
3	fund	string	N	Y	vs_fund	fund_no	description	NULL	NULL

Hope this helps.

From: Tessitura Development Forum [mailto:forums-development@tessituranetwork.com] On Behalf Of Aaron Rouse
Sent: Tuesday, 24 July 2012 5:20 AM
To: Sandra Ashby
Subject: [Tessitura Development Forum] Output Set Giving History

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!