Combined Information Query
Contents
Overview of EX001COMB
The Combined Information Query lets you run multiple queries in an and/or format. For example, if you want to run an extract for individuals in Indiana AND churches in Kentucky, you can set up two separate queries (one for the individuals in Indiana and one for churches in Kentucky) and then use the Combined Information Query to combine them into one output or report. It is important to note that you can not combine constituents and accounts in a merge...you can only combine lists that are all constituents or all accounts.
NOTE: The Combined Information Query requires that you have existing Information Queries set up. You cannot create a query from the Combined Information Query screen.
- From the DDI Connect main menu, double-click Extract Module
- Double-click Combined Information Query. You will see this screen:
There are multiple tabs on this screen. If you have not previously created and saved any combined extracts, the Extracts tab will be empty. If you have, they will appear on this screen, as such:
Info Queries Tab
When you click the Info Queries tab, you will see a screen similar to this one:
To begin building a combined query, select two or more queries. Remember, you cannot combine account queries with name queries. You can tell which is which by looking at the Type column:
To select the queries you wish to combine, click the box to the left of the query line. Your screen will look like this:
In the lower area of the screen, you have the ability to tell the system how you wish to perform the merge. There are two fields available:
| Field | Description |
|---|---|
| Combine method | This field allows you to designate how you want the two lists handled. If you click the list icon, you can see your three choices: AND, EXCLUDE and MERGE. They are defined as:
|
| Special list code | This field assigns a particular list code (package ID) to an appeal for the names or accounts extracted |
Let's say your organization is cleaning up AI codes. You have an old code of TST1, and a new code of TST2, and you want to know which records have both. If you use the extract module and utilize the "AI Codes to include" field, you are going to get constituents with either TST1 OR TST2. You can use the Combined Information Query to identify the records with duplicates.
- In the Information Query, create two different extracts. One should have constituents (or accounts) with the AI codes to include set to TST1, and the second would use the AI codes to include as TST2. Make sure that you save both extracts
- In the Combined Information Query, you will set up an Info Query. Click the Info Queries tab. Your screen looks something like this:
- Select the Constituent Listing TST1 and then the Constituent Listing TST2. Your screen now looks like this:
- In the Combine Method, select the AND function
- For the purposes of this example, the Special List code field will be left blank
For this example, we're going to View results first, to see if we get any results. In this case, there are 54 constituents with both TST1 and TST2 on their records:
You can now right click the results and display in a spreadsheet, or opt to run a report or a data extract.
Reports Tab
The Reports tab options are the same as those in the Information Query
Outputs Tab
The Outputs tab options are the same as those in the Information Query
View Results Tab
The View Results tab allows you to preview the results of your query, prior to generating a report or a data output. When you have built your Info Query, click the View Results tab. If you have results, they will display as such:
Edit Query
If you need to modify one of the queries on the Info Query tab and do not wish to close out and return to the Information Query, you can use the Edit Query button. Click the Info Query you wish to work with, and then click the Edit Query button on the toolbar:
This will launch the Information Query screen:
Make the needed changes, and click Save. When you are done saving, click Exit. You will be returned to the Info Queries tab.
