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Will you be my 2nd set of eyes on this list criteria for a donor wall?

JM Huck
$organization

I have a question that can't wait until the next Analytic Coffee meeting. ;)

Can anyone help review the enclosed criteria?

criteria screenshot

We are trying to print a donor wall using the following parameters. 

  • current tier is $25k or more, cumulative
  • 13 months between 2/1/22 and 3/1/23
  • includes all funds
  • or soft-credited records for the above criteria (soft credits between 2/1/22 and 3/1/23 among all funds and cumulative)

Let me know if you need more information.

Thanks in advance.
JM Huck, Neon Museum development coordinator

  • $organization in reply to T.C. Brown

    Hi JM,

    I looked at some of the list criteria and instead of two separate parts using creditee type for one, try using contribution role in just one part, with creditee, owner and owner initiator selected.  Here is how i would recreate your list criteria using roles:

    SELECT DISTINCT a.customer_no
    FROM V_CUSTOMER_WITH_PRIMARY_GROUP AS a WITH (NOLOCK)
    INNER JOIN
    (SELECT a1.customer_no
    FROM vs_contribution_with_initiator AS a1 WITH (NOLOCK)
    WHERE a1.role IN (4, 3, 1)
    AND a1.cont_dt BETWEEN '2022/02/01' AND '2023/03/01 23:59:59.997'
    GROUP BY a1.customer_no
    HAVING sum(a1.cont_amt) BETWEEN 250.00 AND 999.00) AS e
    ON e.customer_no = a.customer_no
    WHERE a.inactive = 1
    Hope this helps to get you what you are looking for.
    T.C.
  • $organization in reply to T.C. Brown

    Thank you. This appears right on over 100 records I've checked, so I think we'll go with it.