Searching for duplicate gift import IDs

Liz DixonEversole

I have a gift export with soft credits. I am grouping the info by constituent. I want to find and flag duplicate gift import IDs across the entire report. Meaning if Bob Adams has gifts 1, 2, 3 under his name and Susan Adams has gifts 3, 4, 5 under hers, I want to be able to mark that gift 3 is a duplicate. Ideally by with suppressing out one row or by adding a field I could use to make some formulas to calculate totals. Anyone know how to pass the first import ID and search the whole report for a dupe then move to the next, etc.?

Karen Diener 2

Do you NEED the soft credits? It sounds like you exporting soft credits but then wanting to eliminate them, so why export them in the first place? You may have a need that isn't clear, so just trying to understand the full situation!

Karen

Liz DixonEversole

I do need soft credits, but only if the soft credit isn't already in the report elsewhere as a hard credit!

JoAnn Strommen

If you can identify them in the crystal report, can you take the data to Excel? In Excel you can easily highlight duplicate gift import IDs to at least find them.

Just a suggestion.

Liz DixonEversole

Yes, I can easily identify in Excel. I'm trying to figure out the language to pass an ID through in Crystal to have it search the records as it pulls them in and identify it that way. I had thought a global variable might work, but so far, I'm not getting what I need.


I've already got a work around in place via excel files, but was really looking to do one stop cleanup in Crystal.

Steven Cianciarulo

Would it work to set your query to include soft credit recipients only where a SC is present?

Liz DixonEversole

Unfortunately, I have some folks who have multiple soft credit recipients. I need to weed out any recipients who are getting credit for a gift that is already in the report.