Contributions and Solicitations for a given fiscal year

Former Member
Former Member $organization

Hi:

I am trying write a SQL query that will summarize the contributions and solicitations for a given fiscal year.  We have a view that gathers all of the contributtions, gifts and soft credits up very nicely.  However, when I connect the t_solicitation table and our View together via customer_no, the recd_amt value calculates incorrectly.  Does anyone know how to connect the t_solicitation table so that it does not skew the total t_contribution.recd_amt?

Any help would be greatly appreciated.

Regards,

James

Parents
  • Former Member
    Former Member $organization

    OK, it was working with the other connections previously mentioned until I added the TX_CUST_MEMBERSHIP table.  Any ideas as how to adjust for adding the TX_CUST_MEMBERSHIP table? 

     

    These are the fields I am trying to summarize, I am summing the contributions and asking for the max memb exp date:

     

    Solicitor

    Patron ID

    Last Name

    First Name

    ESal1

    Cur FYTD

    Cur FY Ask

    Cur FY Goal

    Date of last contribution

    Memb  Level

    Memb Exp date

     

     

    Regards,

     

    James E. Fairfield

    Database Administrator

    james.fairfield@attpac.org

    (214) 978-2868 Office

    (214) 954-9936 Fax

     

    AT&T Performing Arts Center

    2100 Ross Avenue, Suite 650

    Dallas, Texas 75201

    www.attpac.org

     

    Important/Confidential: This communication and any files or documents attached to it are intended for use only by the named recipient/addressee. It may contain information that is privileged, confidential and exempt from disclosure under applicable law. If you are not the named recipient/addressee of this communication, you are hereby notified that copying, distributing, or otherwise using this communication is strictly prohibited. Any review, retransmission, dissemination or other use of, or action taken in reliance upon this information by persons or entities other than the named recipient/addressee is prohibited. If you received this communication in error, please notify the sender by reply e-mail and delete and destroy all forms of this communication (electronic or paper). Thank you.

     

    From: Tessitura Technical Forum [mailto:forums-technical@tessituranetwork.com] On Behalf Of Levi Sauerbrei
    Sent: Friday, June 03, 2011 7:56 AM
    To: James Fairfield
    Subject: Re: [Tessitura Technical Forum] Contributions and Solicitations for a given fiscal year

     

    I'm guessing that you have some patrons who have multiple solicitations within the same campaign (or fiscal year) which would cause your contribution totals to be higher than expected (due to a Cartesian result when you join to the solicitation table).

    You will need to decide how you want to deal with this if it is the case.  If someone has two solicitations, which one do you want to include in your data set? Alternately, you could try joining t_solicitation and t_contribution using customer_no, campaign_no and designation.  That should eliminate the problem as well.

    From: James Fairfiled <bounce-jamesfairfiled8203@tessituranetwork.com>
    Sent: 6/2/2011 8:27:20 PM

    Hi:

    I am trying write a SQL query that will summarize the contributions and solicitations for a given fiscal year.  We have a view that gathers all of the contributtions, gifts and soft credits up very nicely.  However, when I connect the t_solicitation table and our View together via customer_no, the recd_amt value calculates incorrectly.  Does anyone know how to connect the t_solicitation table so that it does not skew the total t_contribution.recd_amt?

    Any help would be greatly appreciated.

    Regards,

    James




    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!

Reply
  • Former Member
    Former Member $organization

    OK, it was working with the other connections previously mentioned until I added the TX_CUST_MEMBERSHIP table.  Any ideas as how to adjust for adding the TX_CUST_MEMBERSHIP table? 

     

    These are the fields I am trying to summarize, I am summing the contributions and asking for the max memb exp date:

     

    Solicitor

    Patron ID

    Last Name

    First Name

    ESal1

    Cur FYTD

    Cur FY Ask

    Cur FY Goal

    Date of last contribution

    Memb  Level

    Memb Exp date

     

     

    Regards,

     

    James E. Fairfield

    Database Administrator

    james.fairfield@attpac.org

    (214) 978-2868 Office

    (214) 954-9936 Fax

     

    AT&T Performing Arts Center

    2100 Ross Avenue, Suite 650

    Dallas, Texas 75201

    www.attpac.org

     

    Important/Confidential: This communication and any files or documents attached to it are intended for use only by the named recipient/addressee. It may contain information that is privileged, confidential and exempt from disclosure under applicable law. If you are not the named recipient/addressee of this communication, you are hereby notified that copying, distributing, or otherwise using this communication is strictly prohibited. Any review, retransmission, dissemination or other use of, or action taken in reliance upon this information by persons or entities other than the named recipient/addressee is prohibited. If you received this communication in error, please notify the sender by reply e-mail and delete and destroy all forms of this communication (electronic or paper). Thank you.

     

    From: Tessitura Technical Forum [mailto:forums-technical@tessituranetwork.com] On Behalf Of Levi Sauerbrei
    Sent: Friday, June 03, 2011 7:56 AM
    To: James Fairfield
    Subject: Re: [Tessitura Technical Forum] Contributions and Solicitations for a given fiscal year

     

    I'm guessing that you have some patrons who have multiple solicitations within the same campaign (or fiscal year) which would cause your contribution totals to be higher than expected (due to a Cartesian result when you join to the solicitation table).

    You will need to decide how you want to deal with this if it is the case.  If someone has two solicitations, which one do you want to include in your data set? Alternately, you could try joining t_solicitation and t_contribution using customer_no, campaign_no and designation.  That should eliminate the problem as well.

    From: James Fairfiled <bounce-jamesfairfiled8203@tessituranetwork.com>
    Sent: 6/2/2011 8:27:20 PM

    Hi:

    I am trying write a SQL query that will summarize the contributions and solicitations for a given fiscal year.  We have a view that gathers all of the contributtions, gifts and soft credits up very nicely.  However, when I connect the t_solicitation table and our View together via customer_no, the recd_amt value calculates incorrectly.  Does anyone know how to connect the t_solicitation table so that it does not skew the total t_contribution.recd_amt?

    Any help would be greatly appreciated.

    Regards,

    James




    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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