Introduction to Queries, Outputs, and Schedulingblackbaud.com/files/tatraining/Intro_to_Queries_Presentation.pdf · Understanding Marketing Codes in Team Approach This presentation

Introduction to Queries, Outputs, and Scheduling

Introduction to Queries, Outputs and Scheduling

Page #2 © 2008 Blackbaud

Understanding Marketing Codes in Team Approach

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Goals for the Course

Overview of Query, Output, and Scheduling Terminology

Learning Query, Output, and Scheduling Concepts




Query

The Query selects the records you want to work with.




Outputs

The Output provides the information you want from the records your query

selected.




Three Output Options

Output File

• Creates a file on the database server with the fields you choose

Report

• Formats and totals your data

Update Procedure

• Updates records in database




Scheduling

The Schedule Record is where you define which queries and outputs run together

and when.




Steps for a Task

Plan

Run

Schedule

Test

OutputQuery




Query Type Hierarchy

Query Type defines the type of records returned.

Benefits

Transactions Interactions Planned

Giving

Tributes

Names

Accounts




Other Query Types

Sources

Used to select source codes with certain criteria to view marketing and response

information

Example: Select all source codes for AM activity with a particular cost/contact




Other Query Types

Planned Giving

Used to select information about planned giving records

Example: Select the principal amounts, next payment date & amount for all

active annuities




Additional Query Type Information

Names

Name ID 0 functionality

Transactions & Benefits

Restricted to active transactions or benefits

Choice of giver or acknowledged (transactions)

Choice of giver or recipient (benefits)




Exercise: Query Type

Consider the account of John and Mary Donor. How many records are pulled for

each of the following query types if the criteria payment amount is greater than or

equal to $1000?

Accounts?

Names?

Transactions?

Benefits?

Planned Giving?




Query & Output Types

Query Output

Accounts Accounts

Names Accounts, Names

Transactions Accounts, Names, Transactions

Benefits Accounts, Names, Transactions,

Benefits




Query & Output Types (cont.)

Query Output

Interactions Accounts, Names, Interactions

Planned Giving Accounts, Names, Planned Giving

Sources Sources

Tributes Accounts, Tributes




Team Approach File Layout

Document that explains the structure of the TA database

Used in writing queries to determine in which columns and tables TA stores

information




Defining Query Criteria

Query criteria are phrases that set the conditions for your query.

State = MA AND

Account Type = IN

(Individual accounts in Massachusetts)




Query Criteria Components

TA Field Name

Example: State

Operator

Example: =

Value(s)

Example: MA

Connecting Criteria

Example: AND




Connecting Criteria

Provide the join or “conjunction” for the query criteria

Team Approach connectors

And

Or

+ Not




AND (Intersection)

Interest in

Walking

Sporting Event

Interest

Has interest in walking AND has interest in sporting events.




OR (Union)

Interest in

Walking

Sporting Event

Interest

Has interest in walking OR has interest in sporting events.




+Not

Interest in

Walking

Sporting Event

Interest

Has interest in walking, PLUS does NOT have interest in sporting events.




Output Components

Output File Definition Record

Fields to output

Formatting options

Sorting options

Reports

Parameters

Update Procedures

Parameters

Introduction to Queries, Outputs, and Schedulingblackbaud.com/files/tatraining/Intro_to_Queries_Presentation.pdf · Understanding Marketing Codes in Team Approach This presentation

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