How to query several last names

Joanie Rogers · March 2016

Hi,

I am a little stumped. I need to pull historical information for 16 different people that don't necessarily have anything in common. I tried building a query using "Last Name One of " and then listed the 16 last names. This isn't working for me.

How do I build a query that includes only the 16 (or close to it, I an weed out some that I don't need) individuals that I need?

Thank you in advance.

Amy Dana · March 2016

I've had the same thing happen - it works if you do "last name equals A" OR "last name equals B" OR etc.for all the last names.

Gina Gerhard · March 2016

Or you can just make note of the constituent IDs from the records you want, then create a query using "Specific Record" one of and then list the IDs. This will give you a query of specifically those records.

Joanie Rogers · March 2016

So I would need to run 16 different queries and pull the information together in Excel?

I wish RE would expand on the Query List and let you add any field to it that is in RE. Or develop a "picking" check box that you could go through and check only the names that you want included in the query.

Gina Gerhard · March 2016

I would create an export with the fields that you want for these constituents, and use the query you created with the 16 records in this export.

Amy Dana · March 2016

Joanie Rogers:

So I would need to run 16 different queries and pull the information together in Excel?

I wish RE would expand on the Query List and let you add any field to it that is in RE. Or develop a "picking" check box that you could go through and check only the names that you want included in the query.

You will only need one query. Just use the Criteria "Last Name" multiple times and separate them by OR instead of AND.

Joanie Rogers · March 2016

Got it! Thanks!!!!

Christine Cooke 2 · March 2016

Look up the 16 records and make note of the constituent ID. Use those in the query. You will get the select 16.

Chas Dreyfus · March 2016

For this type of need and to capture Constituent Import IDs via VLOOKUP for spreadsheets I receive that don't include them, I periodically export ImportIDs, Preferred Addressee, Name, and Spouse Name for all constituents to Excel. For this particular question, I would add a checkbox column, mark each of the 16 names, filter to display only those, copy the ImportIDs, and paste them into a query.

Elaine Tucker · March 2016

I always use the constituent specific record field, operator "one of" and then when the field list shows up I just click on the Binoculars search right there for the person, hit select then tab to the next line in the field list. click, select.... repeat. Even though the field name says "Constituent ID, you can search by any of the search fields found on the search screen.

This may seem a long way to do it, but it really goes fast and then you don't need to write anything down like ID's etc. Since the records you select are saved in the query as you are finding them.

JoAnn Strommen · March 2016

Elaine, that's what I would do too.

Just glancing at the posts in the thread I thought maybe I'd missed something in original question. To pull 16 records into a Specific Record one of... query would just take a minute or two.

As I tend to be a keyboard over mouse person, I just tab, F7, enter name, tab, F7... This query is so, so easy.

Alison Poetsch · September 2017

I want to query 50 records and I have their record IDs but do not want to manually list all teh IDs using the One Of feature. May I import from excel?

Alison Poetsch · September 2017

JoAnn Strommen:

Elaine, that's what I would do too. Just glancing at the posts in the thread I thought maybe I'd missed something in original question. To pull 16 records into a Specific Record one of... query would just take a minute or two.

As I tend to be a keyboard over mouse person, I just tab, F7, enter name, tab, F7... This query is so, so easy.

You seem to be knowledgable - maybe you can suggest a way to do this quickly. I want to query 50 records and I have their record IDs but do not want to manually list all the IDs using the One Of feature. May I import from excel?

Judy Mullinix 2 · September 2017

One easy way to do this is to create an Update Import with the only field being the ConsID. On the Summary tab, check the box that will create an output query of the records updated.

JoAnn Strommen · September 2017

You can do a query > one of without manually entering the IDs. Just create your query, select one of and then you'll paste your IDs from your excel file.

Here's link to how to: https://kb.blackbaud.com/articles/Article/41666

Much easier than import in my opinion.

Rita Bayer · September 2017

I agree, JoAnn, it is SO simple using this copy/paste technique!

How to query several last names

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