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By Merrie Beth Nauman
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Taking the Dreary Out of Query PRESENTED BY MERRIE BETH NAUMAN BCRE DIRECTOR OF DATA MANAGEMENT - OCEAN CONSERVANCY
If it isn’t Dreary, what is Query?
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If it isn’t Dreary, what is Query?
• The meaning behind it • What it does…and doesn’t do!
• Do You Even Need a Query?
• You could filter in other ways
It’s time for some Query Magic!
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Wizard your way through Query
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Wizard your way through Query • Query Types
• If you want people – you want a constituent query – even if you are querying on giving
• Other query types are useful for…
• Query Formats • Do you want new people to fall in? Dynamic • If you want a count or a historical snapshot make it Static
• Whoa! What’s with all these tabs! I give up!
• The only tab you need to fill in is the Criteria tab • The only tab you need to fill in is the Criteria tab • The only tab you need to fill in is the Criteria tab • The only tab…you get the idea!
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Let’s Play “Find that Field!”
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Wizard your way through Query • First find the field on a record
• Where is it • Who do you want? • Who don’t you want?
• Operators
• A word about Is Not In and Not Equal To • ?*?*?* Wildcards not expletives!
• The Output and Sort tabs
• Do you even need it? • Be careful what you ask for • Run, run as fast as you can
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Wizard your way through Query • Results!!!!
• A word about duplicates • Do your QA • Open records from the results • The VCR buttons • Where can you take this?
• Simplify
• Query Fields • Favorite Fields
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Query List
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Query List • Blackbaud made it easy!
• Let’s mail! • Oh wait – don’t mail those people!
• Query Lists that are saved are Static
• You can add to a list or take out – but the original list will stay the same
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Fabulous Filters and Fields “Find that Field!” - Round 2 - Advanced
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Fabulous Filters and Fields • Adding multiple Criteria
• And / Or • Parenthesis
• Summary Information
• Before you know it you’ll be Merging Queries!
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Query from a list of ID’s
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Query from a list of ID’s • Using Import to create a query
• System thinks you are trying to update records and want to keep track of the records updated.
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Query from a list of ID’s
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Query from a list of ID’s
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Query from a list of ID’s
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Who’s still dreary?
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Ready to celebrate no dreary in query!
#bbcon
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Tweet this now
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Don’t forget to complete a session survey! Each completed survey enters you into a drawing to win a complimentary registration to bbcon 2015 in Austin, Texas*.
*Blackbaud reserves the right to change or withdraw this promotion at any time, without advance notice. Promotion has no cash value and may not be exchanged, applied to, or combined with any other offer.
Did this session give you the jolt you needed?
