Can I export summarized events based on EventID or EventName instead of the EventType?

Dan Kirk · February 2018

I want 5 columns in the exported data that will display whether someone attended a specific event that year. For example, one column each for GalaEvent2017, GalaEvent2016, GalaEvent2015, etc.

I currently do something similar with attributes, where I want a column to indicate if someone has a specific attribute like Board Member or Potential Speaker. I can something similar with giving, where I want to show giving totals in one column based on specific fund, appeal, etc.

However, when it comes to events, it only seems to allow me the option to base the results on EventType. I am not able to select GaleEvent2017 in the summarized column, and the events I want to summarize are included in categories with other events I don't want in the summary.

Amd I missing something simple or is doing this not an option?

Edit: I realzie it's possible to select only the date of the event, and if there are no other events on that date, then it should give me what I want, but is there a better way?

Thanks!

Dan

Dan Kirk · February 2018

This might be a seperate topic, but it looks like I can't use the start and end date fields for events in exports because events that don't have a start and end date will be included in the export.

For example, I want to insert Event Participantions - Event - Name and then use the Start and End Date as the criteria for events on 3/24/2013. If the constituents attended an event with no start and no end date, then that event is pulled in addition to the event(s) that took place on that date. I realize that this is a cleap up issue in our DB, but it would be nice if the criteria selection ONLY include the date range selected and not those events with null values.

Ryan Hyde · February 2018

The short answer is no, this can't be done.

At least not from Export.

As sacreligiouis as this may sound to some, the only way to get the data you want out in one signle spreadsheet, and the way I would personally recommend, is to use the output tab of a query.

What Ryan? A query!? Surely not!

But it's true. In the summary information output portion of a constituent query, you can dial in a participation type as well as a specific event, so you end up with either a 1 or a 0 (or maybe just a blank cell, can't remember) indicating their participation status. You can also pull out other data into this, so long as it's not a data type that might have multiple results, because that would result in duplicate rows for one person. So don't do any attribute data, or constituent code, or anything like that, but Constituent ID, Primary Addressee, Name, etc., can all be added without any real concern.

Of course you're going to want to double check your results pretty thoroughly to make sure they're accurate as queries are just more finicky than exports, which is one of the many reasons we all typically recomend using Export for this type of thing, but hey, if the tool you want to use doesn't work, then you have to use the tools available.

Joanne Felci 2 · February 2018

What I did, which is kind of a pain but totally worth it to me because I wanted to export information in a const export for several different galas, including const attributes and other items, was set up event types for individual events.

Ryan - I'll have to keep the query results in mind if I'm doing something a little simplier in the future

Ryan Hyde · February 2018

Yeah, if you're really getting really into the weeds on data retrieval for these folks, a query won't work. For very complex export needs, I think your solution is probably the only thing that would work. It's all a matter of which way you want to misuse the tools in RE :P

Can I export summarized events based on EventID or EventName instead of the EventType?

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