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Update tableau_ksm_2026_reunion.sql #361

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df18778
Update tableau_ksm_2026_reunion.sql
ssocite Feb 4, 2026
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Update tableau_ksm_2026_reunion.sql
ssocite Feb 16, 2026
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Update tableau_ksm_2026_reunion.sql
ssocite Feb 16, 2026
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80 changes: 76 additions & 4 deletions views/tableau_ksm_2026_reunion.sql
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Original file line number Diff line number Diff line change
Expand Up @@ -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 (
Expand Down Expand Up @@ -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,
Expand All @@ -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,
Expand Down Expand Up @@ -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
Expand Down Expand Up @@ -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
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