diff --git a/views/tableau_ksm_2026_reunion.sql b/views/tableau_ksm_2026_reunion.sql index 563dc88..d242845 100644 --- a/views/tableau_ksm_2026_reunion.sql +++ b/views/tableau_ksm_2026_reunion.sql @@ -580,7 +580,7 @@ INNER JOIN stg_alumni.ucinn_ascendv2__designation_detail__c DD ON DO.OPPORTUNITY_DONOR_ID = DD.UCINN_ASCENDV2__DONOR_ID_FORMULA__C AND DO.OPPORTUNITY_RECORD_ID = DD.UCINN_ASCENDV2__PLEDGE_ID_FORMULA__C AND MKT.DESIGNATION_NAME = DD.UCINN_ASCENDV2__ACKNOWLEDGEMENT_DESCRIPTION_FORMULA__C -WHERE MKT.SOURCE_TYPE_DETAIL = 'Pledge' +WHERE MKT.SOURCE_TYPE_DETAIL IN ('Pledge', 'Recurring Gift') -- ADDED RECURRING GIFT AS TYPE on 2/9 Group By MKT.CREDITED_DONOR_ID,MKT.CREDIT_DATE,MKT.OPPORTUNITY_STAGE,MKT.OPPORTUNITY_RECORD_ID, MKT.DESIGNATION_RECORD_ID) ,NEW_PLEDGE_INFO AS ( @@ -627,7 +627,69 @@ d.first_ksm_year, d.program, d.program_group from mv_entity e -inner join mv_entity_ksm_degrees d on d.donor_id = e.spouse_donor_id) +inner join mv_entity_ksm_degrees d on d.donor_id = e.spouse_donor_id), + +--- Honor Roll + +HR as (select c.id, + stg_alumni.contact.ucinn_ascendv2__donor_id__c as donor_id, + c.ucinn_ascendv2__first_name__c, + c.ucinn_ascendv2__last_name__c, + c.ucinn_ascendv2__type__c, + c.ucinn_ascendv2__constructed_name_formula__c, + c.ucinn_ascendv2__Data_Source__c, + c.etl_create_date, + c.etl_update_date +from STG_ALUMNI.UCINN_ASCENDV2__CONTACT_NAME__C c +inner join stg_alumni.contact on stg_alumni.contact.id = c.ucinn_ascendv2__contact__c +where c.ucinn_ascendv2__type__c = 'Honor Roll Name' +and c.ucinn_ascendv2__Data_Source__c like '%Annual Giving%'), + +event as (select +a.NU_DONOR_ID__C , +a.CONFERENCE360__ATTENDEE_FULL_NAME__C , +a.CONFERENCE360__EVENT_NAME__C , +a.CONFERENCE360__EVENT_START_DATE__C , +a.conference360__attendance_status__c , +a.conference360__event_organizer_name__c, +a.conference360__registration_status__c, +a.conference360__event_id__c, +case when a.CONFERENCE360__EVENT_NAME__C like '%KSM%' +or a.CONFERENCE360__EVENT_NAME__C like '%Kellogg%' +or a.conference360__event_organizer_name__c like '%Kellogg%' +then 'Y' end as KSM_Event +from stg_alumni.conference360__attendee__c a +where a.NU_DONOR_ID__C is not null +and a.CONFERENCE360__EVENT_NAME__C is not null), + +--- Events Listagg - If needed in the future + +levent as ( +select event.NU_DONOR_ID__C, +Listagg (event.CONFERENCE360__EVENT_NAME__C, '; ') Within Group (Order By event.CONFERENCE360__EVENT_START_DATE__C) As event_name, +Listagg (event.CONFERENCE360__EVENT_START_DATE__C, '; ') Within Group (Order By event.CONFERENCE360__EVENT_START_DATE__C) As event_start_date, +Listagg (event.conference360__attendance_status__c, '; ') Within Group (Order By event.CONFERENCE360__EVENT_START_DATE__C) As event_attendance_status, +Listagg (event.conference360__event_organizer_name__c, '; ') Within Group (Order By event.CONFERENCE360__EVENT_START_DATE__C) As event_organizer_name, +Listagg (event.conference360__registration_status__c, '; ') Within Group (Order By event.CONFERENCE360__EVENT_START_DATE__C) As event_registration_status +from event +group by event.NU_DONOR_ID__C +), + +--- event + +reunion_event as ( +select +e.donor_id, +event.conference360__event_id__c as event_id, +event.CONFERENCE360__EVENT_NAME__C as event_name , +event.CONFERENCE360__EVENT_START_DATE__C as event_date , +event.conference360__attendance_status__c as attendance_status, +event.conference360__event_organizer_name__c as organizer_name, +event.conference360__registration_status__c as registraton_status, +event.KSM_Event +from event +inner join e on event.NU_DONOR_ID__C = e.donor_id +where event.CONFERENCE360__EVENT_NAME__C like '%KSM 2026 Reunion Weekend%') select distinct e.household_id, @@ -643,6 +705,7 @@ select distinct e.household_id, e.first_name, e.last_name, e.institutional_suffix, + case when reunion_event.donor_id is not null then reunion_event.registraton_status end as Registered_2026_Reunion, --- case when MIM.id_number is not null then 'MiM' end as MiM_IND, FR.reunion_year_concat, KSM_Degrees.first_ksm_year, @@ -822,7 +885,12 @@ select distinct e.household_id, mods.student_supporter_description, mods.student_supporter_score, mods.etl_update_date, - mods.mv_last_refresh + mods.mv_last_refresh, + HR.ucinn_ascendv2__first_name__c as Honor_Roll_First_Name, + HR.ucinn_ascendv2__last_name__c as Honor_Roll_Last_Name, + HR.ucinn_ascendv2__type__c as Honor_Roll_Type, + HR.ucinn_ascendv2__constructed_name_formula__c as Honor_Roll_Name_Formula, + HR.ucinn_ascendv2__Data_Source__c as Honor_Roll_Data_Source from e left join KSM_Degrees on KSM_Degrees.donor_id = e.donor_id --- Reunion eligible @@ -888,4 +956,8 @@ left join amy_pledge_code apc on apc.id = e.donor_id --- faculty or staff left join f on f.CONSTITUENT_DONOR_ID = e.donor_id --- spouse program -left join sp on sp.spouse_donor_id = e.spouse_donor_id \ No newline at end of file +left join sp on sp.spouse_donor_id = e.spouse_donor_id +--- Honor Roll +left join HR on HR.donor_id = e.donor_id +--- Reunion Event +left join reunion_event on reunion_event.donor_id = e.donor_id \ No newline at end of file