Introduction to Queries, Outputs, and Scheduling. Introduction to Queries, Outputs and Scheduling

Introduction to Queries, Outputs, and Scheduling Introduction to Queries, Outputs and Scheduling

Goals for the Course Overview of Query, Output, and Scheduling Terminology Learning Query, Output, and Scheduling Concepts Page #2

Query The Query selects the records you want to work with. Page #3

Outputs The Output provides the information you want from the records your query selected. Page #4

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 Page #5

Scheduling The Schedule Record is where you define which queries and outputs run together and when. Page #6

Steps for a Task Plan Query Output Test Schedule Run Page #7

Query Type Hierarchy Query Type defines the type of records returned. Accounts Names Transactions Interactions Planned Giving Tributes Benefits Page #8

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 Page #9

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 Page #10

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) Page #11

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? Page #12

Query & Output Types Query Output Accounts Accounts Names Accounts, Names Transactions Accounts, Names, Transactions Benefits Accounts, Names, Transactions, Benefits Page #13

Query & Output Types (cont.) Query Output Interactions Accounts, Names, Interactions Planned Giving Accounts, Names, Planned Giving Sources Sources Tributes Accounts, Tributes Page #14

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 Page #15

Defining Query Criteria Query criteria are phrases that set the conditions for your query. State = MA AND Account Type = IN (Individual accounts in Massachusetts) Page #16

Query Criteria Components TA Field Name Example: State Operator Example: = Value(s) Example: MA Connecting Criteria Example: AND Page #17

Connecting Criteria Provide the join or conjunction for the query criteria Team Approach connectors And Or + Not Page #18

AND (Intersection) Interest in Walking Sporting Event Interest Has interest in walking AND has interest in sporting events. Page #19

OR (Union) Interest in Walking Sporting Event Interest Has interest in walking OR has interest in sporting events. Page #20

+Not Interest in Walking Sporting Event Interest Has interest in walking, PLUS does NOT have interest in sporting events. Page #21

Output Components Output File Definition Record Fields to output Formatting options Sorting options Reports Parameters Update Procedures Parameters Page #22