PSDio IQ - How to build a query reporting LYBUNT/SYBUNT results for specific funds

How to build a query reporting LYBUNT/SYBUNT results for specific funds

This query will give you LYBUNT/SYBUNT results for specific funds. There are four screenshots below to help you build this query: the first two are the columns, and the second two are the conditions (with the second picture of conditions being the sub-query).

The query conditions start with a sub-query, which says: "Show me all the families that don't have a pledge to a certain fund." For example, the sub-query could ask for all the families that haven't given to 2017's fund. Then the query could specify, "Of those families who didn't give to the 2017 Fund, who has given to the 2016 Fund?" 

 

Columns #1
results_1.jpg

 

Columns #2
results_2.jpg

 

Conditions
fund_conditions.jpg

 

Sub-query
fund_subquery.jpg

 

 

 

Related Articles

How to add, remove, or replace a column

How to add, edit, or remove a condition 

How to build sub-queries in IQ 

How to build a query to report LYBUNT/SYBUNT results for a specific date range 

 

 

 

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