Event Code 309 Event Code 312
Prospects: Steve Forman Prospects: Lester Addison
Lester Addison Tom Beall
Shirley Fransk Charles Teter
What I need is a list of the people that are in both events 309 and 312. Then I need another list with the people that are left in Event Code 309 Then I need another list with the people that are left in Event Code 312.
So one list would have Lester Addison
The list for Event code 309 would have Steve Forman and Shirley Fransk The list for Event code 312 would have Tom Beall and Charles Teter.
I can get all the names in Event code 309 or 312 by doing a simple condition but I would also get Lester Addison which I would not want in either of these list. I would only want to see Lester Addison in the list where I pull both.
I was able to pull the names that are in Event code 309 and 312 but cannot figure out a way to pull the names that are left in each event code.
two Objects are involved Event Code and Prospect ID
One solution is to use the INTERSECTION and MINUS options of the Combine Queries button in the Query Panel. Your first list is an INTERSECTION query; the other two are MINUS queries.
To generate your first list:
Drag and drop Prospect ID into the results pane.
Drag and drop Event Code into the conditions pane. Set the
condition to say: “Event Code Equal to 309”. * Click the Combine Queries button. You’ll see two tabs below the
conditions pane, Query 1 and Query 2. A “U” precedes the Query 2 label. This means it is a UNION query. You need to change it to an INTERSECTION query by double-clicking the “U” character until it changes to an upside-down “U”.
In Query 2, change the Event Code condition to say: “Event Code
Equal to 312”.
Click Run. Now you have a list of all Prospect IDs that are in both
event 309 and 312.
For your second list, generate it like the one above, but double-click the “U” symbol until it changes to a dash symbol “–”. This makes it a MINUS query, and you will get a list of all Prospect IDs that are in event 309 but not 312.
For your third list, generate it like the second, but swap the 309 and 312 values in your conditions. Now you will get a list of all Prospect IDs that are in event 312 but not 309.
Event Code 309 Event Code 312
Prospects: Steve Forman Prospects: Lester Addison
Lester Addison Tom Beall
Shirley Fransk Charles Teter
What I need is a list of the people that are in both events 309 and 312. Then I need another list with the people that are left in Event Code 309 Then I need another list with the people that are left in Event Code 312.