online user clinic querying 4-15-09.ppt - blackbaud
TRANSCRIPT
Raiser’s Edge Online User Clinic:Querying in RE7
Wednesday – April 15, 2009
Blackbaud Representative:
William Jankins – Solutions Engineer/ Product Expert
Agenda
� Welcome and Introductions
� Blackbaud News and Updates
� Querying in Raiser’s Edge Presentation
� How Blackbaud Can Help
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� How Blackbaud Can Help
� Q & A
� Thank You!
� Batch Entry & PCI Compliance 5/20/2009
� Action Tracks & Moves Management 6/17/2009
� Reporting in The Raiser’s Edge 7 7/15/2009
� Homepage and Dashboards 8/19/2009
Blackbaud News and Updates
Upcoming Online User Clinics
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� Tracking Solicitors and Appeals 9/16/2009
� Importing 10/21/2009
� Mail Merge 11/18/2009
� Security in The Raiser's Edge 12/16/2009
Web Seminar schedule:
www.blackbaud.com – Events, Web Seminars
Questions: please email [email protected].
� Intro to Basic Online Fundraising & Communication 5/7/2009
� PaperSave for the Raiser’s Edge 5/13/2009
� Intro to Financial Edge for Raiser’s Edge Customers 5/12/2009
� Building and Managing an Interactive Website 5/5/2009
Blackbaud News and UpdatesUpcoming Web Seminars
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� Building and Managing an Interactive Website 5/5/2009
� Blackbaud NetCommunity for… throughout May & June
Cause-Based and Service Organizations
Faith-based Organizations
Healthcare organizations
Higher Education Institutions
Web Seminar schedule:
www.blackbaud.com – Events, Web Seminars
Questions: please email [email protected].
Raiser’s Edge 7
Current release is 7.85
• Organize queries into categories & folders!
• Make attributes inactive to streamline data entry!
Blackbaud News and UpdatesRelease Information
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• Make attributes inactive to streamline data entry!www.blackbaud.com – Support > Downloads
Version 7.90
• PCI compliance
• Currently in beta – early 2009 releasewww.blackbaud.com – Company > PCI Compliance > Frequently Asked Questions
• Advanced Importing 4/29 and 5/28 (3 hours)
• Analytical Reporting 4/23 and 5/18 (3 hours)
• Donor Acknowledgement Letters and Receipts 5/7 and 5/14 (4 hours)
• Database Doctor 5/1 and 5/21 (3 hours)
• Export 5/1 and 5/11 (3 hours)
Blackbaud News and Updates
Upcoming Online Trainings
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• Export 5/1 and 5/11 (3 hours)
• Managing Solicitors 5/26 (6 hours)
• Planned Giving in The Raiser’s Edge 7 5/7 (2 hours)
• Query Essentials 5/5 and 5/11 (3 hours)
View the complete schedule and register at:
www.blackbaud.com > Services > Training > Distance Learning
Blackbaud News and Updates
Classroom Training and Training Pass
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Get full details at:
www.blackbaud.com – Services, Training
� Keeping up with the Hardware and Software to run applications• Periodic hardware purchases and upgrades, ensuring that your system will perform
at peak by employing the best technology
• Upgrades and patches of Blackbaud and 3rd party software ensuring you are always on the latest version
� Knowledgeable resources, staff, and support
Blackbaud News and UpdatesBlackbaud OnDemand
Do you need help managing technology?
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� Knowledgeable resources, staff, and support• Implement changes when changes are needed
• Perform regular tasks like back-ups and upgrades
• Have expertise in both the application and infrastructure
� The right solution for Remote Access• Employing the right technology that simplifies access to your data while you’re in or
away from your office
• Getting to your data when you need, and performing the right tasks and functions
� Focus on your mission, not the technology. Blackbaud can help you remove these responsibilities from your plate with outsourced solutions.
For more information please contact your Account Manager.
Internet Solutions
� Showcase a well-branded Web site
� Increase your Web presence
� Build an online community with supporters
� Accept online gifts, event registrations, and constituent updates
Blackbaud News and Updates
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� Capitalize on multi-channel communication
• eNewsletters
• Emails
• Message boards
• And more!
Contact your AE for more information!
• AuctionMaestro Pro – Plan, organize and implement all aspects
of your fund-raising auctions! Host online auctions!
Blackbaud News and Updates
3rd Party Product Integrations
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of your fund-raising auctions! Host online auctions!
• PaperSave – Provides a secure electronic storage system and audit
trail for all source documents. Replace your traditional filing systems and go paperless! Seamlessly integrated with RE7 for easy document retrieval and data-entry!
Contact your Account Manager today!
Querying in RE7 : Creative Uses & More!
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Hosted by: William Jankins
Solutions Engineer/ Product Expert
QUERY: THE BASICS
1. What is a Query?
2. Query Options
3. Duplicates in Queries
4. Static Versus Dynamic
5. Wild Cards
6. Query Types
7. Query Favorites
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7. Query Favorites
8. Query Operators
9. Combining Operators
10. Parentheses
11. Merging Queries
12. Using Reports & Mail to create queries
13. Troubleshooting Reports w/ Query
14. Using Queries created in RE7
15. Understanding Filters on Summary Fields
1. What is a query?
A. A report?
B. Another way to export data?
C. A grouping of records?
D. A breed of North-American tree frog?
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D. A breed of North-American tree frog?
The correct answer is:
C
2. QUERY OPTIONS:
Found in Tools, User Options, Query Tab
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3. DUPLICATES IN QUERY:
If your query output does not include one-to-many fields, use the Suppress Duplicate Rows (from the query, select Tools, Query Options) option to minimize duplicates.
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4. STATIC VERSUS DYNAMIC:
Static Query: “snapshot” in time – can be refreshed
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Dynamic Query: always refreshes itself when accessed – always has the most current data
5. WILDCARDS:
Question Mark (?): use the question mark symbol to replace a character.
Asterisk (*): use the asterisk to replace a series of characters.
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characters.
Brackets ([ ]): use brackets to query for a range of characters or to locate several characters. For example, use the criteria Last Name “begins with” [A-C] to locate all constituent records with a last name beginning with A through C.
6. QUERY TYPES: Not all queries have to be Constituent queries!
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Query Fields allow you to select any field that is
currently in your query. Use it to save time!
7. QUERY FAVORITES:
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Favorites remember what fields you like to
query on and thus can save you a lot of time.
TIP: Did you know that you can drag fields to any of the four tabs, without having to
select that tab first?
Cleaning up holes in the database with the BLANK operator:
Create a DYNAMIC query using the BLANK operator on a field that is missing. For
example: Address Line 1 Blank.
Go to the results tab and double click on a
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record to jump to that record.
Clean up records by filling out the blank fields, then use the testing buttons to clean up the other records. If you have a large amount of records to clean, then a global change might be better. Or….
Use BLANK queries to create business rules that will automatically clean up your database over time.
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Creative use of query operators:
Zip like ?????-???? Will ensure that all records have a ZIP+4. You can then get
larger postal discounts if you use this query for a mailing.
Zip begins with 294 will find people that live in several zip codes
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people that live in several zip codes that begin with 294
Zip between 29400 and 31000-9999 finds all records that have a ZIP or a ZIP+4 in a geographical
area.
Creative use of query operators: The Ask Operator
Create a new DYNAMIC query
Select the field you want to query on and use the
ASK operator
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Run any task on the basis of your new dynamic ASK query and at the time of running the task, you get to select what
you want
Creative use of query operators: The Ask Operator
What could you do with a constituentquery like this?
What could you do with a gift query like this?
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Asking for too much? I don’t think so! You can use the ASK operator
multiple times.
This query could give you Major Donors whose last gift was last calendar year and who
asked you not to be phoned, but to be e-mailed.
9. COMBINING OPERATORS: And & Or:
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And is very exclusive. Think of it as the Gucci
operator Only people which are both smart and happy will be included.
Or is very inclusive. Think of it as the K-Mart operator.
Everybody is included, whether you are smart or happy orboth!
10. PARENTHESES: When are they needed?
Rule Number One: There have to be 3 or more rows in your query
Rule Number Two: Parentheses are only needed if you are using both AND & OR in
the same query
No parentheses are needed in the following query because of rule 2:
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11. MERGING QUERIES: using AND, OR, SUB, or XOR
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You will get the following results if you use the merge operator:
AND: People that received both a Gift and a Letter
OR: Everybody that either received a Gift or a Letter
SUB: People who received a Gift, minus people who received a letter
XOR: People that are in either query but not in both: People that either received the Gift OR the Letter, but NOT both.
What does a merged query look like? It looks like any other query, but has no Criteria tab.
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Select Query Options from the Tools menu to see how
a merged query was formed
12. REPORTS/MAIL TO CREATE QUERIES: Use reports to create
queries!
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Other reports that can easily create meaningful queries for you:
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Or let Mail create a query for you!
Is available in Mail functions. Start a Mail function, check this box and let Mail query for you by using the following filters:
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Creative use of Mail functions: Use the Reminder Mail function to create a constituent query of people who have installments due.
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Let Mail create a query of truncated records, then run labels again on a smaller font, using that query!
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Run the labels again using this query, but this time on Times New Roman at size 8!
13. TROUBLESHOOTING REPORTS W/ QUERY
You have created two financial reports and there is a $15,000 discrepancy between the grand
totals. A clever way of figuring out what donors or gifts are causing this
discrepancy, is to create output queries for both reports and then to
merge these queries:
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merge these queries:
14. USING OUTPUT QUERIES CREATED BY REPORTS, MAIL or MERGES
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Creative use of queries: Basing a query on another query
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How Blackbaud Can Help
Take advantage of your Support Resources!
Email [email protected] or call 1-800-468-8996!
• Additional modules: multiple module purchases and bundled training.
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• Training Services: eLearning library, Distance Learning, and Training Pass
• Consulting Services: Conversion and Consulting services.
• OnDemand: Application hosting services for Blackbaud products.
For more information please contact your account manager.
For more information:
Contact your account manager
Phone: 800-443-9441
Email:
Questions?
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Email:
Thank You for joining us!