How to Find A Patron Within An Extraction

Hello all! 

I'm wondering if there's a way to pinpoint which segment (inclusion or suppression) a specific individual (or household) is populated into in an extraction?

Thanks!

 

- Dave Toropov

Annual Fund Coordinator

Chicago Shakespeare Theater

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  • Hi Dave,

    I'm not sure there's an easy way of doing this from within the application - via SQL it's quite easy,if, of course, you are either a dba or have access to one.

    What I've done here so that users can do this sort of thing for themselves though, is create a couple of local views (to deal with the fact that the Extraction details exist in a their own, separate database) and then create elements based on the views so that the detail can be used in an Output Set.  You'd need your dba/SQL whizz to create the views.

    You then put the specific constituent record into a list and use the Execute an Output Set utility.  It's not the most elegant solution I'm sure but works for us!

    If you're interested in getting the finer details and SQL to create the views, drop me a line martin.keen@nida.edu.au.

    Martin



    [edited by: Martin Keen at 5:28 PM (GMT -6) on 4 Dec 2016]
Reply
  • Hi Dave,

    I'm not sure there's an easy way of doing this from within the application - via SQL it's quite easy,if, of course, you are either a dba or have access to one.

    What I've done here so that users can do this sort of thing for themselves though, is create a couple of local views (to deal with the fact that the Extraction details exist in a their own, separate database) and then create elements based on the views so that the detail can be used in an Output Set.  You'd need your dba/SQL whizz to create the views.

    You then put the specific constituent record into a list and use the Execute an Output Set utility.  It's not the most elegant solution I'm sure but works for us!

    If you're interested in getting the finer details and SQL to create the views, drop me a line martin.keen@nida.edu.au.

    Martin



    [edited by: Martin Keen at 5:28 PM (GMT -6) on 4 Dec 2016]
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