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).

 

 

Columns #1

 

Columns #2

 

 

The condition Pledges Family ID not in sub query will provide SYBUNT results:

 

Conditions

 

Edit Sub-query

 

Disable the SYBUNT condition and add the following condition for LYBUNT results:

 

 

 

 

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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