[Mica]

Constituent:
Two gifts:
4k on 9/27/04
2k on 10/7/05

Constituent Query:
Gift amount >= 4k
AND Gift date between 10/6/05 and 10/8/05

Should it pick up said constituent?

[Anne Marie]

Yes, I believe it will include that person because both conditions apply.

Try reversing the order - that may work. Sometimes it makes a difference if you specify the time period before the amount.

Of course - I am assuming that you do not want to include the person?? Perhaps I've misinterpreted your Q.

[Mica]

See, I thought it would, too.

Because it fits both criteria... but not together.

But it doesn't pick this person up, and I'm baffled as to why.

If I remove one or the other it does, but not with both.

Reversing the conditions doesn't change it.

Quote:

Originally Posted by Anne Marie

Yes, I believe it will include that person because both conditions apply.

Try reversing the order - that may work. Sometimes it makes a difference if you specify the time period before the amount.

Of course - I am assuming that you do not want to include the person?? Perhaps I've misinterpreted your Q.

[Nina Williams]

Constituent:
Two gifts:
4k on 9/27/04
2k on 10/7/05

Constituent Query:
Gift amount >= 4k
AND Gift date between 10/6/05 and 10/8/05

Your date parameters do not include the day the $4K gift was made -- only the date of the second, smaller gift.

[Anne Marie]

Okay, I thought you wanted to exclude, not include. I think it has to do with operator AND and whether both conditions must be met.

If you try operator OR, that would pick up the constituent, wouldn't it?

[Mica]

But why are the two related?

He has a gift over 4k, and he has a gift in between those two dates.

Much like say...

Gift amount > 4k
AND name = mica

The two have nothing to do with each other... if the guy gave over 4k and is named Mica, it's a hit.

Quote:

Originally Posted by Nina Williams

Constituent:
Two gifts:
4k on 9/27/04
2k on 10/7/05

Constituent Query:
Gift amount >= 4k
AND Gift date between 10/6/05 and 10/8/05

Your date parameters do not include the day the $4K gift was made -- only the date of the second, smaller gift.

[databasediva]

Your constituent will not show up in the report because you have limited the date range to a time period when this person did not make a gift greater than 4k and since it is an "AND" statement and not an "OR" statement, nothing exists that would pull this person into your report.

HO\ope this helps.

[Mica]

I understand that part... but why do those two relate to each other, but not my other example...

Quote:

Originally Posted by dabatasediva

Your constituent will not show up in the report because you have limited the date range to a time period when this person did not make a gift greater than 4k and since it is an "AND" statement and not an "OR" statement, nothing exists that would pull this person into your report.

HOope this helps.

[Michael Sherman]

Quote:

Originally Posted by Nina Williams

Constituent:
Two gifts:
4k on 9/27/04
2k on 10/7/05

Constituent Query:
Gift amount >= 4k
AND Gift date between 10/6/05 and 10/8/05

Your date parameters do not include the day the $4K gift was made -- only the date of the second, smaller gift.

Quote:

Originally Posted by Anne Marie

Okay, I thought you wanted to exclude, not include. I think it has to do with operator AND and whether both conditions must be met.

If you try operator OR, that would pick up the constituent, wouldn't it?

This should be the case with a gift query not a constituent query unless you enclose the critera in parenthesis.

Mica is correct and I'm sure that Blackbaud will file this bug as a suggestion but probably will not implement it.

[databasediva]

What other question?

[Mica]

Quote:

Originally Posted by dabatasediva

What other question?

"But why are the two related?

He has a gift over 4k, and he has a gift in between those two dates.

Much like say...

Gift amount > 4k
AND name = mica

The two have nothing to do with each other... if the guy gave over 4k and is named Mica, it's a hit."

[databasediva]

It may seem that easy, but you have to think like the computer. It considers your criteria to be one sentence, one complete thought. When you use "AND" as the connector, the system is looking for gifts with a certain date range that are over 4k. The gift in question did not happen during that period, so it doesn't show up.

If you want it to show up on a report, you would have to change the "AND" to "OR". That way it looks at the two pieces of information separately.

[Mica]

I see what you're saying, but I disagree.

In a constituent query, it is basing everything off of the constituent record as a whole.

In a gift query, it is basing it off of the record of the gift.

The computer should think of it as:
Criteria1: Yes or no? If yes, continue... If no, return false.
Criteria2: Yes or no? If yes, continue... If no, return false.

Quote:

Originally Posted by dabatasediva

It may seem that easy, but you have to think like the computer. It considers your criteria to be one sentence, one complete thought. When you use "AND" as the connector, the system is looking for gifts with a certain date range that are over 4k. The gift in question did not happen during that period, so it doesn't show up.

If you want it to show up on a report, you would have to change the "AND" to "OR". That way it looks at the two pieces of information separately.

[Melissa Siobhan]

I questioned this myself a long time ago Mica and when you pull two fields from the gifts section in query the two fields you are querying about are from the same gift.

You can not pull two fields from the gifts section and ask about two different gifts - just not possible. To do that you need to to 2 queries and merge them.

[Mica]

Well that is silly.

Quote:

Originally Posted by Melissa Siobhan

I questioned this myself a long time ago Mica and when you pull two fields from the gifts section in query the two fields you are querying about are from the same gift.

You can not pull two fields from the gifts section and ask about two different gifts - just not possible. To do that you need to to 2 queries and merge them.

[DrewAllen]

Quote:

Originally Posted by Mica

Well that is silly.

That's a matter of opinion. I think that the approach used is quite logical. You're much more likely to want the criteria to apply to the same gift rather than to different gifts even from a constituent query. The only difference between a constituent query and a gift query is the System Record ID that is returned by the query. In one case it is the constituent System Record ID; in the other, it is the gift System Record ID. As long as the fields are from the same "table" they should refer to the same record.

There are some cases where records are stored in the same actual table, but RE interprets them as separate logical tables. The prime case of this is any lookup table. All the values are stored in the same table, but RE treats them as separate.

As Melissa suggested, you can merge queries together to get what you are after. Another possibility is to use two gift summaries. If you count the number of gifts >= $4K and then in a separate summary count the number of gifts between your dates and select where both of them are greater than zero, it will pull in your record.

Drew