Finding multiple attributes

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Barbara Schlichter
Barbara Schlichter
Tenth Anniversary 10 Comments 25 Likes Photogenic
in Blackbaud Raiser's Edge NXT®: General Discussion
I have searched the knowledgebase here and on BB's site to find an answer, to no avail


I have two pieces of the puzzle I'm trying to figure out.
  1. I'm trying to find everyone in our database that has an Attribute Description of Prospect/Donor Screened with both dates 07/01/2013 and 07/12/2013.  Some people have both dates, some only one date.  My goal is to delete the date 07/12/2013.  I've attached the criteria I am using, but the results show those with one date and those with both dates.  I've tried removing the parenthesis; removing one of the attribute descriptions and leaving the dates; changed the OR to AND which returned zero records; nothing seems to work. 
  2. I created a query with 2 ids, one that has 7/1/2013 and one that has both 7/1/2013 and 7/12/2013 on their records.  I then went to Admin, Globally change records and pulled in my query, chose Attributes (the one alphabetically in the Attributes section), chose Delete, added the category and the description, but am unable to choose the date I need to delete.  I then chose the specific attribute of Prospect/Donor Screened, chose delete description and date and ran it.  The results -- it deleted the description on both records, leaving the 7/1/2013 date on one.  The attachment shows both the criteria for the query and the results of the global change.
Does anyone know if this is possible?  And if so, how to achieve this?  I'm really stumped. 


Thanks, in advance, for your help.


Barbara


 
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Comments

  • Jessica Harris 2
    Jessica Harris 2
    Seventh Anniversary 10 Comments Photogenic 5 Likes
    Have you tried putting ( ) around the entire thing? IT should not make a difference but I have queries where it did and I still have no idea why.


    It does seem like it should be possible.
  • John Heizer
    John Heizer
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    You'll probably need to do two separate queries and then do an AND Merge Query to find which Constituents have both Attributes.


    Unfortunately there's no such thing as an Attribute Query, so even if you get the Constituent Query to work the system will never know which of the two Attributes you want to delete.  You're stuck doing the delete manually.
  • Dariel Dixon 2
    Dariel Dixon 2 Community All-Star
    1,500 Likes Seventh Anniversary 1000 Comments Photogenic
    The query that you have attached is working more like a  "one of" query than a both query.  


    I'd try something like Attribute description = WealthPoint AND screened Date = 7/12/2013 AND screened date = 7/1/2013.  If that didn't work, I'd look into an AND Merge query.


    Line three in the original query may be redundant. 
  • Alan French
    Alan French
    Tenth Anniversary 1,000 Likes 500 Comments Name Dropper

    You're stuck doing the delete manually.

    Or delete both attributes and then re-import the one you want to keep, which might be quicker depending on numbers.

  • Barbara Schlichter
    Barbara Schlichter
    Tenth Anniversary 10 Comments 25 Likes Photogenic
    Thank you Jessica and Dariel-- unfortunately neither worked.  Dariel, I went with John's merge query.  Thanks Alan -- Yikes, delete them both -- too scary!!!


    Thanks, John.  The merge query worked.  I'll have to remember to use those more often when I get stuck on something.


    We decided there are too many to delete manually (over 12k), we'll just ignore them and exclude them in any query we may need.


    Thank you all! 

     
  • Ryan Hyde
    Ryan Hyde
    Tenth Anniversary 1,000 Likes 500 Comments Name Dropper
    The merge is definitely a good way to go, but I think if you just changed your OR statement between the two parenthetical sets to an AND statement, you'd get the correct results. Or you could do a "date is one of", put both dates in, and check the box that says "each record must meet all specified criteria".


    Anyway, looks like you've got it all sorted anyway, just wanted to throw out more options to future readers.
  • Elaine Tucker
    Elaine Tucker Community All-Star
    Ancient Membership 500 Likes 100 Comments Photogenic
    You could export out the all the applicable attributes, change the category/type on the 7/13 attribute to something like "delete" import them back in and then do a global delete of that new "delete me" attribute.
  • Barbara Schlichter
    Barbara Schlichter
    Tenth Anniversary 10 Comments 25 Likes Photogenic
    Thanks Elaine and Ryan.  Ryan I did change the OR statement to an AND and received zero results :( .  Elaine, I'll try your export/import route on a few and see what happens.


    Thanks everyone, again....you are all great!!!
  • Gracie Schild
    Gracie Schild
    Ancient Membership 100 Likes 100 Comments Photogenic
    I was going to suggest something like Elaine's idea. I'd get a nice clean list by dumping everyone with the attribute (in both forms) out into Excel. Then I'd create a new attribute, set up the way you like, and globally add it to all the people you want to have it, and run some queries or tests to make sure it's doing what you want. Then I'd globally delete the old attribute. That way, if something goes wrong, you still have the original Attribute and the query you created to capture all those people. I find it's easier to capture more people and then do lots of sorting and deleting in Excel till I have just the right group of people - with their Constituent IDs of course! Ah, the agony of doing a ton of work in Excel and then realizing I'd forgotten or deleted the ID!


    Gracie Schild

    Bluebird Business Services

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