Working with very large queries and having problems
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Hello everyone!
I recently acquired updated address records for about 31,000 Individuals, but made a huge mistake when setting up the original exported list that I sent to the data broker: I forgot to include any Address Import IDs. There is something wrong with the original Export, so I can't just pull the list again with that field added in order to obtain those sorely-needed IDs. After working with Blackbaud Support, we concluded that my only option--and it makes me wince just to type it--was to create a Query with Criterion of "Constituent Import ID one of..." and, 500 records at a time, pasting all those Import IDs into the Query module so it can spit out the corresponding Address Import IDs. Seems straightforward enough, right? Too bad it's not working out that way.
The list in its entirety chokes the Query module when I try this, so I had to split the list in two in order to get RE: to digest this feast. So I drop the first 15,950 Import IDs into a spreadsheet, highlight the top 500 records, pull over an instance of the criterion and paste my 500 Import IDs. Then, I go back to the Excel spreadsheet, right-click the highlighted records, select Delete, and then Shift Cells Up. The Old IDs go away, the highlighted area stays put, and the next 500 records slide into place, ready to be copied and pasted. Lather, rinse, repeat, until the spreadsheet is empty.
And yet, the number of records returned never matches the number that I put in. I am putting in a Constituent Import ID and asking for a Preferred Address Import ID--a one-to-one relationship. I would expect to put in 15,950 records and get 15,950 back. The closest I have gotten so far is 15,943, both in the Query's own Results tab and in the output of an Export built around this Query. It's baffling--we tried various explanations: Is it filtering out Deceased or Inactive records? Not anymore, it isn't. Do those missing records account for people without address records? Well, in that case I would expect the Export to still return their record, but leave the Address Import ID field blank. That is not what is happening.
I have run through all of this with Blackbaud Support. The only possibility I can fathom right now is that those 7 missing records are somehow not making it from my spreadsheet to the Query; but I'm not even highlighting them myself except that one time, and from then on, Excel is automatically moving records into place. Using my method, if my final number is going to be wrong at all due to input errors, it's most likely going to be off by a multiple of 500, but no, I'm only missing 7. And last time, 10. And the time before that, 12. That makes no sense at all, given my method. At no point do I highlight any fewer than 500 records, except in the last set, which is 450. It may sound like a small margin of error, but for my purposes, I need to take the list of Import IDs I already have and get an identical list to match up to this one so I can import these addresses.
What gives? Has anybody else had issues like this? How did you solve them? Any tips for better ways to organize this? Any other ideas what might be going wrong?
I recently acquired updated address records for about 31,000 Individuals, but made a huge mistake when setting up the original exported list that I sent to the data broker: I forgot to include any Address Import IDs. There is something wrong with the original Export, so I can't just pull the list again with that field added in order to obtain those sorely-needed IDs. After working with Blackbaud Support, we concluded that my only option--and it makes me wince just to type it--was to create a Query with Criterion of "Constituent Import ID one of..." and, 500 records at a time, pasting all those Import IDs into the Query module so it can spit out the corresponding Address Import IDs. Seems straightforward enough, right? Too bad it's not working out that way.
The list in its entirety chokes the Query module when I try this, so I had to split the list in two in order to get RE: to digest this feast. So I drop the first 15,950 Import IDs into a spreadsheet, highlight the top 500 records, pull over an instance of the criterion and paste my 500 Import IDs. Then, I go back to the Excel spreadsheet, right-click the highlighted records, select Delete, and then Shift Cells Up. The Old IDs go away, the highlighted area stays put, and the next 500 records slide into place, ready to be copied and pasted. Lather, rinse, repeat, until the spreadsheet is empty.
And yet, the number of records returned never matches the number that I put in. I am putting in a Constituent Import ID and asking for a Preferred Address Import ID--a one-to-one relationship. I would expect to put in 15,950 records and get 15,950 back. The closest I have gotten so far is 15,943, both in the Query's own Results tab and in the output of an Export built around this Query. It's baffling--we tried various explanations: Is it filtering out Deceased or Inactive records? Not anymore, it isn't. Do those missing records account for people without address records? Well, in that case I would expect the Export to still return their record, but leave the Address Import ID field blank. That is not what is happening.
I have run through all of this with Blackbaud Support. The only possibility I can fathom right now is that those 7 missing records are somehow not making it from my spreadsheet to the Query; but I'm not even highlighting them myself except that one time, and from then on, Excel is automatically moving records into place. Using my method, if my final number is going to be wrong at all due to input errors, it's most likely going to be off by a multiple of 500, but no, I'm only missing 7. And last time, 10. And the time before that, 12. That makes no sense at all, given my method. At no point do I highlight any fewer than 500 records, except in the last set, which is 450. It may sound like a small margin of error, but for my purposes, I need to take the list of Import IDs I already have and get an identical list to match up to this one so I can import these addresses.
What gives? Has anybody else had issues like this? How did you solve them? Any tips for better ways to organize this? Any other ideas what might be going wrong?
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Comments
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Do you know MS Access or how to use VLookup in Excel? You mention there is something wrong with the original export, but are you able to query on the same group of people or something close to it? If so, I would export the primary address import ID and constituent import ID for that group. Then, using Access I would match up the cons import ID from the address update file to the address import ID in the newly exported RE file. Then you could use the new file as your import file. You could also do a similar thing using VLookup in Excel.
I'd be glad to walk you through the detailed steps, just let me know. Might even be able to do a screen share if you'd like.0 -
I was going to suggest VLOOKUP, but Josh beat me to it. I think it may work.
As to the missing files, has any one merged records since the original list was run? That could be your issue...0 -
Access is the way to go for me. I do this routinely for different reasons...including when my boss pulls a list from RE on his own and either forgets to include the constituent ID. If you still need help and Josh isn't available, I can try to walk you thru it, too.
If, as Christine asked, you have database records that may have been changed between now and when the data was first exported, you can try to find that out by writing a query that looks at Date Last Changed...or Address Date Last Changed. Depending on how many users are working in your database, and how long a time it was, this could possibly account for those missing records.0 -
I'd agree with Josh about Vlookup on Excel, with Christine that the missing seven are most probably due to merges and deletes, and with Jennifer that Date Last Changed etc. might be useful.
I'd add though that there is an alternative to cutting and pasting 500 records at a time, you can do it via the import tool. You can read a step by step guide here but essentially you create a CSV file of just the import IDs, import them as "Updating existing records", tick the "yes" box for an output query and there you are.
Hope it works out,
Matt0 -
Thank you so much to everyone for your help and ideas! I am grateful that each of you took the time to respond so thoughtfully.
I would use the Access solution, but we actually don't have Access installed.
Josh, what went wrong with the original Export is that it started pulling extra records. The original query for this was the simplest query I'd ever written, as it had no Criteria at all; it was set to pull every Individual who wasn't marked as Deceased. A week after my initial Export, which was submitted to the data broker, it was pulling upwards of 150 additional records. I would never believe we added that many records in a week's time, but some of the suggestions to query for Date Last Changed could be extended to investigating Date Added to see if that's what happened. If it's simply pulling the same records plus new ones, then theoretically I could mine the IDs that I need from that list. I've never used VLOOKUP. I appreciate your offer to help me with it. I'll let you know if it comes to that.
Matthew, your suggestion to use the Import module may work. I'm glad you thought of it! I was taught that trick at my last job and never thought to apply it to this. I'll try it and see if we're still missing records afterwards, but I am also glad that several people suggested to look for merged or deleted records. I'm usually the one to do that kind of work and I hadn't recently, but maybe someone else has been doing some.
There is a lot to look into now and I feel that I have several new lanes of approach. You are all awesome.
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I tried the Import solution with the option of producing a control report. There were 13 exceptions, each with the reason "Record does not exist." Looks like those few "stubborn" records were just merged or deleted after all, and the best part is that the errant Import IDs are recorded in the control report, so I can now easily pick them out of my list to import and matching things up.
What a long, strange trip it's been.
Thanks everyone!0 -
Glad you sorted it.
For what it's worth, VLOOKUP is well worth getting to know.
Matt0 -
We use VLOOKUP so often that I finally wrote my own procedure we use internally. I always find Excel's instructions a bit hard to folllow - not sure if mine are any easier!!
I'll enclose the document here.
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Thank you, Gina! I'll look over that when I have some time later, as I am always interested in learning new ways to do these things.
I'm having what I hope will be my final barrier to this project and it has to do with Excel's Sort function. I now have the list of Import IDs and Preferred Address Import IDs that I needed, and am ready to merge the Preferred Address Import IDs into the main Import. Problem:
In the list of Constituent Import IDs, some are formatted differently from others. There is a group of IDs that are simply composed of 8 digits, no dashes. In one file, when I sort by that column, those shortened IDs go to the top. In another document, they go to somewhere in the middle. In both sheets, the fields in question are formatted as General. Does anybody know how I can get them to sort the same way?0 -
PRoblem solved.0
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Gina Gerhard:
We use VLOOKUP so often that I finally wrote my own procedure we use internally. I always find Excel's instructions a bit hard to folllow - not sure if mine are any easier!!
I'll enclose the document here.
Great instructions Gina, I recently had to do a vlookup tutorial with some colleagues and they would have found this very useful. Your instructions could be simplified even further though: as it only covers searching for an exact match, there's no point in stipulating that the leftmost column must be sorted alphabetically as this only matters when looking for the closest match. I could understand possibly sorting by other columns if the same ID was in the list multiple times with different data alongside it (for example sorting a date column high to low if looking for the most recent).
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This link hase a very good explanation for the Vlookup function
http://www.howtogeek.com/howto/13780/using-vlookup-in-excel/
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Cathleen Mai:
This link hase a very good explanation for the Vlookup function
http://www.howtogeek.com/howto/13780/using-vlookup-in-excel/
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