Membership Counts By Day

Complexity

Advanced

EMS Compatible

Yes

iMIS 2017 Compatible

Yes

Actions

Insert, Insert / Update

Learn how to retrieve the daily member counts with iDMS.

Creating a panel

Panels are found under RiSE > Panel Designer > Panel definitions.

To create the panel, do the following:

  1. Go to RiSE > Panel Designer > Panel definitions
  2. Select Add panel definition.
  3. Name the panel MembershipCountsByDay.
  4. From the Parent type drop-down, choose Standalone.
  5. Under MemberCounts, click Add property.
  6. Select all Member Types to include in the count and Day.
  7. Click Save.

Creating an IQA query

The next step of the process requires creating an IQA query.

To create the IQA query, do the following:

  1. Go to RiSE > Intelligent Query Architect.
  2. Choose a folder to contain the query.
  3. Select New > Query.
  4. Name the query Member Counts by Day.
  5. (Sources tab) Add sources:
    1. From Add source, click All sources.
    2. Select NetContactData.
    3. Click OK.
  6. (Filters tab) Add filters:
    1. From the Add a filter drop-down, choose Member Type.
    2. In the Value drop-downs, select a Member Type added in Creating a panel.

    3. Repeat the previous two steps for all Member Types.
  7. (Display tab) Configure the display:
    1. Under Custom, add the following SQL Expression: sum(CASE WHEN MemberType='A' THEN 1 ELSE 0 END).
    2. In the Alias field, input a Member Type identical to one of the Member Types entered in the Filters tab. For example, Regular Member.
    3. Click Add.
    4. Repeat the previous three steps for each Member Type.
    5. In the Member Type property, set the function to Count and Alias to code_membertype.

  8. Click Save.

When the query is run, it shows member counts of each type.

Performing an Insert in iUpdate Cloud (Insert / Update if updating multiple times a day)

Use the IQA query created in the Creating an IQA query section.

To perform an Insert in iUpdate Cloud, do the following:

  1. Map the previously-created Panel using the  Panel Data source.
  2. Map all fields except Ordinal.
  3. Do one of the following:
    • Run the Job.
    • Using iSchedule, schedule the task to run daily to track the member counts each day.