Hi All, I need a memory booster here! The end goal is to have the following two queries:

Query A: A list of donors who have given to the Widgets Fund ONLY and no other Fund
Query B: A list of donors who have given to the Widgets Fund and may also have given to other Fund(s).

I don't remember how to do this, Thanks!

I have two ideas, depending on whether you wish to end up with data in Excel or not:

Create a query of those making a donation to the Widgets fund.  Use this in an Export, and use two summary fields of total (or number) of gifts.  Column 1 will be to the Widgets fund.  Column 2 will be to any fund OTHER than the Widgets fund (filter on Gift Type and Fund).  They can easily be separated in Excel and two files made.  This would seem the easier route.

The second idea would require merging queries:

1. A query of all giving to the Widgets fund

2. A query of all giving to other funds in the specified period.

Merge 1 & 2 with the merge operator AND to produce those giving to the Widget fund AND other funds

Merge 1 & 2 with the merge operator SUB to produce those giving to the Widget fund but NOT other funds

Each of these queries needs only to be one query.  Use the summary information - total amount criteria and put in the filters on the Widgets fund. 

So in Query A you would have

• total amount greater than or = > $.01 with a filter on fund = widgets
• AND total amount = 0 with a fund = everything else but widgets

In query B you would have

• total amount greater than or = > $.01 with a filter on fund = widgets
• AND total amount greater than or = with a fund = everything else but widgets