Exporting education relationships - some are exported, some are not

Cammi Derr

I am trying to export our alums who have gifted.  I have 2 queries - 1 of all alums, then another that contains gift summary criteria.  I merge the 2 together and then take that merge and use an export I've created that pulls the constituent information and up to 4 education records from our university.  I noticed that there were constituents who had no educational information (class of, date graduated, degree, etc) in the columns, and then there were some who did.  When I checked the blank ones to see why they came out in the export, I noticed that those people did have education records that should have shown up in my output.


At first I thought my query was too complicated because I noticed it happened when I didn't merge, so I created the merge.  I have noticed this happening before and thought it was just something I did, and since the number of records was low in that output, I just used a query to pull out the information and used vlookup formulas to populate the blank cells, but this is about 5k records and I need the data to perform data analysis.


Has anyone else noticed this?  I saw nothing in the knowlegebase.

Cammi Derr

Cammi Derr:

I am trying to export our alums who have gifted.  I have 2 queries - 1 of all alums, then another that contains gift summary criteria.  I merge the 2 together and then take that merge and use an export I've created that pulls the constituent information and up to 4 education records from our university.  I noticed that there were constituents who had no educational information (class of, date graduated, degree, etc) in the columns, and then there were some who did.  When I checked the blank ones to see why they came out in the export, I noticed that those people did have education records that should have shown up in my output.


At first I thought my query was too complicated because I noticed it happened when I didn't merge, so I created the merge.  I have noticed this happening before and thought it was just something I did, and since the number of records was low in that output, I just used a query to pull out the information and used vlookup formulas to populate the blank cells, but this is about 5k records and I need the data to perform data analysis.


Has anyone else noticed this?  I saw nothing in the knowlegebase.

I went ahead and just created an education record export for the remaining records and used a vlookup, however, it should be noted that all of the previously blank cells that exported, were populated this time with the export I created, but everyone of of these people had only 1 degree.

Christine Cooke 2

Cammi Derr:

I am trying to export our alums who have gifted.  I have 2 queries - 1 of all alums, then another that contains gift summary criteria.  I merge the 2 together and then take that merge and use an export I've created that pulls the constituent information and up to 4 education records from our university.  I noticed that there were constituents who had no educational information (class of, date graduated, degree, etc) in the columns, and then there were some who did.  When I checked the blank ones to see why they came out in the export, I noticed that those people did have education records that should have shown up in my output.


At first I thought my query was too complicated because I noticed it happened when I didn't merge, so I created the merge.  I have noticed this happening before and thought it was just something I did, and since the number of records was low in that output, I just used a query to pull out the information and used vlookup formulas to populate the blank cells, but this is about 5k records and I need the data to perform data analysis.


Has anyone else noticed this?  I saw nothing in the knowlegebase.

you are on the right track with your queries.  But query is a grouping tool not a reporting or export tool.  Yes, you should be exporting your query results through Export.  Part of the issue may be how you are choosing the Export fields for Education.  Instead of choosing the School Name field for example and when the pop up comes up and asks you how many to export, and entering say, 4, enter 1.  Go back up to the top of the section and choose School name again and choose 1, this will populate with a second School Name field with the number 2 behind it.  You can do this as many times as you need.  Sometimes when you just do the first option with the number of 4 they can jam up and not be in the output