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Wealth Engine Batch Input

Daniel Baker
$organization

Hi all,

The San Diego Symphony just contracted with Wealth Engine to screen a large number of our constituent records. I'm working on creating an Output Set that will take the list I've created and return all the information they require, but I'm not sure which criteria (if they exist) correspond with which output.  I am specifically concerned with many of the gift outputs, especially the "Count of all gifts given by donor or prospect", "Amount of largest gift", "Date of largest gift", "Count of consecutive years donor has given", etc. 

I figure many of you have faced this problem before and why reinvent the wheel, right?  Has anybody out there, who has worked with WE before and knows the info they want from each Tess constituent record, created an Output Set that returns what WE is looking for?  I would appreciate any help or insight!

Best,

Daniel Baker

Chief Advancement Officer

San Diego Symphony Orchestra

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  • $organization
    Ooh. I'd actually like the one with the soft credits. A preverbal topic that causes challenges. If you are willing to share

    --Tom

    On Fri, Aug 7, 2015 at 12:40 PM, Daniel Richards wrote:
    Hi Tom,

    This is from Matthew at Pacific Northwest Ballet. Our DBA was able to put it into effect---hopefully you can as well. In his words:

    "Attached is the view I built. On our system it pulls from a custom contribution view we made to include soft credits. I swapped that out for the standard view VS_CONTRIBUTION so it should work for you as-is. That said, you’ll definitely want to do some testing to make sure it’s working for you. I should also offer the disclaimer that I’m not a DBA myself--I’m a development guy with an affinity for SQL.

    Once the view is created in SQL Server it’s relatively simple to set up the new Output Set elements in TR_QUERY_ELEMENT. This will give you largest gift amount, largest gift date (most recent if they’ve made their largest gift more than once,) last gift amount, last gift date, first gift amount, and first gift date."

    Best,
    Daniel

    Daniel Baker
    Chief Advancement Officer

    San Diego Symphony
    1245 Seventh Avenue
    San Diego, CA 92101
    Tel: 619.615.3908
    Fax: 619.702.1003
    Ticket Office: 619.235.0804
    dbaker@sandiegosymphony.org
    www.sandiegosymphony.com

    Facebook: http://facebook.com/sandiegosymphony
    Twitter: http://twitter.com/SanDiegoSymph



    -----Original Message-----
    From: Tessitura Technical Forum [mailto:forums-technical@tessituranetwork.com] On Behalf Of Tom Brown
    Sent: Thursday, August 06, 2015 8:00 PM
    To: Daniel Baker
    Subject: Re: [Tessitura Technical Forum] Wealth Engine Batch Input

    I'd also like to see a solution along these lines.

    --Tom

    On Thu, Aug 6, 2015 at 3:08 PM, Tessitura Technical Forum wrote:
    Matthew,

    That would be great as well, if you can find it. Thanks!

    Daniel



    On Aug 6, 2015, at 11:57 AM, Matthew Echert > wrote:


    Sure thing, I'll shoot you an email this afternoon.

    At some point in the past I figured out a way to solve the "consecutive years giving" question but I haven't been able to track that down yet.
    From: Daniel Richards >
    Sent: 8/6/2015 2:14:15 PM

    Hi Matthew,

    That would be hugely helpful! We do have a DBA...hoping she can adapt your SQL.

    Thanks,

    Daniel



    This message was sent automatically to you by www.tessituranetwork.com because you subscribed to the Tessitura Technical Forum. You may reply to this message to post to the Technical 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!



    This message was sent automatically to you by www.tessituranetwork.com because you subscribed to the Tessitura Technical Forum. You may reply to this message to post to the Technical 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!


    This message was sent automatically to you by www.tessituranetwork.com because you subscribed to the Tessitura Technical Forum. You may reply to this message to post to the Technical 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
    Ooh. I'd actually like the one with the soft credits. A preverbal topic that causes challenges. If you are willing to share

    --Tom

    On Fri, Aug 7, 2015 at 12:40 PM, Daniel Richards wrote:
    Hi Tom,

    This is from Matthew at Pacific Northwest Ballet. Our DBA was able to put it into effect---hopefully you can as well. In his words:

    "Attached is the view I built. On our system it pulls from a custom contribution view we made to include soft credits. I swapped that out for the standard view VS_CONTRIBUTION so it should work for you as-is. That said, you’ll definitely want to do some testing to make sure it’s working for you. I should also offer the disclaimer that I’m not a DBA myself--I’m a development guy with an affinity for SQL.

    Once the view is created in SQL Server it’s relatively simple to set up the new Output Set elements in TR_QUERY_ELEMENT. This will give you largest gift amount, largest gift date (most recent if they’ve made their largest gift more than once,) last gift amount, last gift date, first gift amount, and first gift date."

    Best,
    Daniel

    Daniel Baker
    Chief Advancement Officer

    San Diego Symphony
    1245 Seventh Avenue
    San Diego, CA 92101
    Tel: 619.615.3908
    Fax: 619.702.1003
    Ticket Office: 619.235.0804
    dbaker@sandiegosymphony.org
    www.sandiegosymphony.com

    Facebook: http://facebook.com/sandiegosymphony
    Twitter: http://twitter.com/SanDiegoSymph



    -----Original Message-----
    From: Tessitura Technical Forum [mailto:forums-technical@tessituranetwork.com] On Behalf Of Tom Brown
    Sent: Thursday, August 06, 2015 8:00 PM
    To: Daniel Baker
    Subject: Re: [Tessitura Technical Forum] Wealth Engine Batch Input

    I'd also like to see a solution along these lines.

    --Tom

    On Thu, Aug 6, 2015 at 3:08 PM, Tessitura Technical Forum wrote:
    Matthew,

    That would be great as well, if you can find it. Thanks!

    Daniel



    On Aug 6, 2015, at 11:57 AM, Matthew Echert > wrote:


    Sure thing, I'll shoot you an email this afternoon.

    At some point in the past I figured out a way to solve the "consecutive years giving" question but I haven't been able to track that down yet.
    From: Daniel Richards >
    Sent: 8/6/2015 2:14:15 PM

    Hi Matthew,

    That would be hugely helpful! We do have a DBA...hoping she can adapt your SQL.

    Thanks,

    Daniel



    This message was sent automatically to you by www.tessituranetwork.com because you subscribed to the Tessitura Technical Forum. You may reply to this message to post to the Technical 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!



    This message was sent automatically to you by www.tessituranetwork.com because you subscribed to the Tessitura Technical Forum. You may reply to this message to post to the Technical 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!


    This message was sent automatically to you by www.tessituranetwork.com because you subscribed to the Tessitura Technical Forum. You may reply to this message to post to the Technical 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!


    This message was sent automatically to you by www.tessituranetwork.com because you subscribed to the Tessitura Technical Forum. You may reply to this message to post to the Technical 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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  • Former Member
    Former Member $organization in reply to Tom Brown (Past Member)

    Always happy to share! I uploaded the file to my forum profile for download.

    The local view we have swaps out the creditor for the creditee and treats soft credits the same as as hard credits, essentially. That's also on my profile in a zip file. With that view installed, you could just change all references in my lvs_gift_stats script from vs_contribution to lvs_credit_cont. That's what I have installed on our system.