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List question... Last7Yearsat$100+

Heather Hoyt
$organization

How to build a list of any individuals who have given at least $100 for at least the last 7 fiscal years. Right now I have a list of anyone who has given a gift every year for the last 7 fiscal years, and at least $100 for any of those years, but not $100+ for each of those years 7 years... This is a specific example, but any kind of list where we need multpile seasons AND an amount in each of those seasons would be good to know how to pull.

Contribution Fund      HAS     Individual
Contribution Fiscal Year     HAS     2005/06
Contribution Fiscal Year     HAS     2006/07
Contribution Fiscal Year     HAS     2007/08
Contribution Fiscal Year     HAS     2008/09
Contribution Fiscal Year     HAS     2009/10
Contribution Fiscal Year     HAS     2010/11
Contribution Fiscal Year     HAS     2011/12
Contribution Amount     >=     $100.00

Thanks,
Heather

Parents
  • $organization

    I would do an extraction as well.  However, I would set it up:

     

    Seg1:     FY13 with total contributions >=100

    Seg2:     FY12 with total contributions >=100

    Continue with each segment.

    Then generate your list and save it out as a list.

     

    If you use the suppression of people who gave less than 100 in any given year, you will exclude someone who gave $50 in one year, but has given $100 in other years.   I only use suppression to exclude people off the list, not to patrons I want on the list, so I don’t accidentally exclude those who really should be on.  You just need to make sure that how you set up the extractions/lists is following the logic of who you want on it.

     

    Hope that helps.

     

    T.C. Brown

    Database Administrator

    412.392.4834

     

    From: Tessitura Development Forum [mailto:forums-development@tessituranetwork.com] On Behalf Of Levi Sauerbrei
    Sent: Thursday, April 25, 2013 10:38 AM
    To: TC Brown
    Subject: Re: [Tessitura Development Forum] List question... Last7Yearsat$100+

     

    Heather,

    I'd vote for the extraction route as well.  For something like this, I'd work from the other end of the problem.

    • Segment 1 - suppress all non-donors
    • Segment 2 - suppress everyone with contributions < $100 in FY 05/06
    • Segment 3 - suppress everyone with contributions < $100 in FY 06/07
    • Etc etc etc

    Assuming you are wanting total contributions for each year, make sure you use the Total Contribution criteria in each segment rather than Contribution Amount.  Other wise you will miss people who have multiple contributions each of which are under $100 but which total more than $100.

    What you should end up with is a list of folks who are over $100 in each individual year.

    From: Marisa Perry <bounce-marisaperry6030@tessituranetwork.com>
    Sent: 4/24/2013 5:05:15 PM

    Hey Heather,

    My initial reaction is to create lists of people who gave $100+ in each fiscal year and then create a master list of people who are in all of the individual lists. Might be a little time consuming though.

    My other thought is to use an extraction - but I can't think of the criteria off the top of my head. Maybe someone else can offer help?

    Best of luck!

    Marisa Perry




    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!

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  • $organization

    I would do an extraction as well.  However, I would set it up:

     

    Seg1:     FY13 with total contributions >=100

    Seg2:     FY12 with total contributions >=100

    Continue with each segment.

    Then generate your list and save it out as a list.

     

    If you use the suppression of people who gave less than 100 in any given year, you will exclude someone who gave $50 in one year, but has given $100 in other years.   I only use suppression to exclude people off the list, not to patrons I want on the list, so I don’t accidentally exclude those who really should be on.  You just need to make sure that how you set up the extractions/lists is following the logic of who you want on it.

     

    Hope that helps.

     

    T.C. Brown

    Database Administrator

    412.392.4834

     

    From: Tessitura Development Forum [mailto:forums-development@tessituranetwork.com] On Behalf Of Levi Sauerbrei
    Sent: Thursday, April 25, 2013 10:38 AM
    To: TC Brown
    Subject: Re: [Tessitura Development Forum] List question... Last7Yearsat$100+

     

    Heather,

    I'd vote for the extraction route as well.  For something like this, I'd work from the other end of the problem.

    • Segment 1 - suppress all non-donors
    • Segment 2 - suppress everyone with contributions < $100 in FY 05/06
    • Segment 3 - suppress everyone with contributions < $100 in FY 06/07
    • Etc etc etc

    Assuming you are wanting total contributions for each year, make sure you use the Total Contribution criteria in each segment rather than Contribution Amount.  Other wise you will miss people who have multiple contributions each of which are under $100 but which total more than $100.

    What you should end up with is a list of folks who are over $100 in each individual year.

    From: Marisa Perry <bounce-marisaperry6030@tessituranetwork.com>
    Sent: 4/24/2013 5:05:15 PM

    Hey Heather,

    My initial reaction is to create lists of people who gave $100+ in each fiscal year and then create a master list of people who are in all of the individual lists. Might be a little time consuming though.

    My other thought is to use an extraction - but I can't think of the criteria off the top of my head. Maybe someone else can offer help?

    Best of luck!

    Marisa Perry




    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!

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