Difference between revisions of "Orgs & People Extract"
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| + | [[User:Rob Kay|Rob Kay - manual author]] ([[User talk:Rob Kay|talk]]) 16:20, 1 December 2015 (GMT) | ||
Revision as of 16:20, 1 December 2015
Location in standard build: Reports > Data Extraction/Mail Merge
Data Extractions provide a way to export data about organisations/people stored on the system. You can choose:
- which types of organisation/person you want information about
- whether to filter these people (for example, only display people who live in a certain district)
- whether to output the data directly to a spreadsheet, or to a Blue Folder Lookup
Contents
Creating a Data Extraction which produces a spreadsheet
Click on the menu item to see a list of the Data Extractions currently set up on your system, if there are any. Click "Create New Export" to create a new one.
Choose who to extract
Click on the "Who To Extract?" tab.
You can now choose the different Types of organisations/people to show details for. For each Type, there are three choices:
- Include. If a Type is included, then details about any organisation/person with that Type will be shown on the output spreadsheet. For example, if you set "Include Clients?" to "Include", the output will show details about all the Clients.
- Exclude. If a Type is excluded, they will not be shown, and this will override any includes. For example, if you set "Include Clients?" to "Include" and set "Include Volunteers" to "Exclude", the output will show details about all the Clients unless they are also Volunteers, in which case their details will not be shown.
- Not Relevant. This setting simply means that that Type will not affect the output; organisations/people with only that Type will not be shown, but organisations/people with that Type as well as another one will not be excluded either.
Name and other basic details for the data extraction
Click on the "Selection Criteria" tab.
You can now enter the following details:
- Definition Name
- Description - once you have set up a Data Extraction, you will be able to save it and then return to it and run it again by just clicking a "run" button. This description will be displayed on the list of Data Extractions, so it's helpful to put a quick description of what the data extraction will produce.
- Name for "Save As" - when the system produces a spreadsheet for you to download, this will be the name of the file (appended with the date and time that the file was created). If you do not enter anything, the file will be named "excel_output" followed by the date and time of creation.
- Destination - select "Export to Spreadsheet" (the other options will be covered later).
- Send letters or emails (based on 'preferred method of communication')? - only relevant for letter creation, not spreadsheets
- Suppress Letters When Client Requests It? - setting this to "No" will override the field on the Contact and Consent Rules page.
Step 1: Choose Selection Criteria
Choosing Selection Criteria is optional - click "Expand" to show this section.
Click the "Choose Selection Criteria" button.
You can now set up rules for the data extraction.
You have -
- Condition - choose WHERE, AND or OR (only WHERE will be available on the first line)
- Field name - choose the field name you want to look at
- Selection Criteria - choose criteria as shown:
- Selection Value - you will be prompted for the value when you select the field name. Selecting the "Gender" field will show the following popup:
So choosing to only extract females would be set up like this:
Clicking "Save Details" will save that line and give the option to add another line. Choosing to extract only females over 55 would look like this:
Using -
- Condition AND
- Field name "Age Range"
- Selection Criteria "IN (this, this this)"
- Selection Value "55 to 64, 65 to 74, 75 to 84, 85 to 94, Over 95"
The "Field Name" will control what type of data you are allowed to enter. For example "Forename" or "Address" will accept text, whereas "Postal District" will require a selection of districts from data already held in Charitylog.
You do not necessarily have to make any selection criteria. If you leave the selection criteria blank, the extraction will simply look at all possible organisations or people.
Once you have selected the relevant rules, if any, click "Save and Close" to save the query and proceed to step 2.
Step 2: Choose What To Print
Click the "Choose What To Print" button.
This will display a screen with all available fields on it. Simply tick the ones that you want to be displayed.
- Note that you may want to extract names if you need to identify the organisations or people - if you do not select names for export, and apply the data extraction to a report without name data, you will not know who the organisations or people are.
- Alternatively, do not select names if you want the report to be anonymous! You may well already need to manually delete names and addresses from a spreadsheet to anonymise it - don't put names in the data extraction too; you will only need to delete them twice.
The screenshot shows name, forename and title selected.
Once you have made your selections, click the "Save and Close" button.
Step 3: Export The Results
At this point you will be returned to the main Data Extraction screen. You can now click the "Save and Close" button, or the "Export the Results" button to run the data extract on your full database. So using the scenario above - having chosen to export females over 55, with name, forename and title data;
- Clicking "Export the Results" will create a spreadsheet like this:
From here you can drill down using Excel's features. Pivot Tables are one of the most useful features; see Tables (Excel) for more information.
Rob Kay - manual author (talk) 16:20, 1 December 2015 (GMT)
