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SGHE Enterprise Data Warehouse
Dimension Table Target: WDT_DONOR_SUMMARY

Description Donor summary dimension table contains summary giving information for a donor.

Target Column Business Definition Database Data Type Source Name Source Column Local Source Local Target Star Name
ANNUAL_CONSECUTIVE_YEARS Number of consecutive years during which a donor made a gift of any type. This includes pledge payments and non-cash gifts. NUMBER

NO SOURCE

NO SOURCE

NO

NO
DONOR_SUMMARY_KEY   NUMBER

EXPRESSION

DONOR_SUMMARY_KEY_EXPRESSION

NO

NO ANALYZE FUNDRAISING, MANAGE PROSPECT PIPELINE, MANAGE PROSPECT PIPELINE A, MANAGE PROSPECT PIPELINE B, RQPP ENTITY, RQPP YEARLY DES COLL, RQPP YEARLY DES DEPT, RQPP YEARLY INSTITUTION
DONOR_UID System generated, unique, internal identification number assigned to this person or organization entity that has made a gift or a pledge. NUMBER

GIFT_AGGREGATOR

DONOR_UID

NO

NO ANALYZE FUNDRAISING, MANAGE PROSPECT PIPELINE, MANAGE PROSPECT PIPELINE A, MANAGE PROSPECT PIPELINE B, RQPP ENTITY, RQPP YEARLY DES COLL, RQPP YEARLY DES DEPT, RQPP YEARLY INSTITUTION
LARGEST_ANNUAL_GIFT_COUNT Number of gifts with the same largest gift amount that this donor made to annual giving allocations. NUMBER

NO SOURCE

NO SOURCE

NO

NO
LARGEST_ANNUAL_GIFT_ID Receipt number of the largest gift credited to this donor for annual giving allocations. If multiple gifts with the largest gift amount were credited to this donor, the receipt number of the most recently processed gift with that amount is used. VARCHAR2(63)

NO SOURCE

NO SOURCE

NO

NO
LARGEST_ANNUAL_HARD_CREDIT Legal amount of the largest gift credited to this donor for annual giving allocations. Represents the sum of all donor gifts within a primary gift made to annual giving allocations as a single gift amount. For a gift made by a donor that is credited to multiple annual giving allocations, the sum of all the credits is considered to be the gift amount. Only the sum of the annual giving allocations credits is used. NUMBER

NO SOURCE

NO SOURCE

NO

NO
LARGEST_ANNUAL_PLEDGE_AMOUNT Largest pledge amount credited to this donor and credited to annual giving allocations. Represents the sum of all donor pledges within a primary pledge made to annual giving allocations as a single pledge amount. For a pledge made by an donor that is credited to multiple annual giving allocations, the sum of all the credits is considered to be the pledge amount. Only the sum of the annual giving allocations credits are used. NUMBER

NO SOURCE

NO SOURCE

NO

NO
LARGEST_ANNUAL_PLEDGE_COUNT Number of pledges with the same largest pledge amount this donor made to annual giving allocations. NUMBER

NO SOURCE

NO SOURCE

NO

NO
LARGEST_ANNUAL_PLEDGE_ID Pledge number of the largest pledge made by this donor for annual giving allocations. If multiple pledges with the largest pledge amount were made by this donor, the pledge number of the most recent pledge with that amount is used. VARCHAR2(63)

NO SOURCE

NO SOURCE

NO

NO
LARGEST_GIFT_COUNT Number of gifts with the same largest gift amount this donor was credited. NUMBER

NO SOURCE

NO SOURCE

NO

NO
LARGEST_GIFT_ID Receipt number of the largest gift credited to this donor. If multiple gifts with the same largest gift amount were credited to this donor, the receipt number of the most recent gift with that amount is used. VARCHAR2(63)

CONSTANT

NULL

NO

NO ANALYZE FUNDRAISING, MANAGE PROSPECT PIPELINE, MANAGE PROSPECT PIPELINE A, MANAGE PROSPECT PIPELINE B, RQPP ENTITY, RQPP YEARLY DES COLL, RQPP YEARLY DES DEPT, RQPP YEARLY INSTITUTION
LARGEST_HARD_CREDIT Legal hard credit amount of the largest gift credited to this donor. Represents the sum of all donor gifts within a primary gift as a single gift amount. For a gift made by an donor that is credited to multiple allocations, the sum of all the credits is considered to be the hard credit gift amount. NUMBER

AGGREGATOR_2

MAX(SUM_HARD_CREDIT_AMNT)

NO

NO ANALYZE FUNDRAISING, MANAGE PROSPECT PIPELINE, MANAGE PROSPECT PIPELINE A, MANAGE PROSPECT PIPELINE B, RQPP ENTITY, RQPP YEARLY DES COLL, RQPP YEARLY DES DEPT, RQPP YEARLY INSTITUTION
LARGEST_HARD_CREDIT_DATE   DATE       NO
LARGEST_OTHER_GIFT_COUNT Number of gifts with the same largest gift amount that this donor made to non-annual giving allocations. NUMBER

NO SOURCE

NO SOURCE

NO

NO
LARGEST_OTHER_GIFT_ID Receipt number of the largest gift made by this donor for non-annual giving allocations. If multiple gifts with the largest gift amount were credited to this donor, the receipt number of the most recently processed gift with that amount is used. The gift maybe used if credited to both annual and other types of allocations. VARCHAR2(63)

NO SOURCE

NO SOURCE

NO

NO
LARGEST_OTHER_HARD_CREDIT Largest gift amount made by this entity for non-annual giving allocations. Represents the sum of all donor gifts within a primary gift made to non-annual giving allocations as a single gift amount. For a gift made by an donor that is credited to multiple non-annual giving allocations, the sum of all the credits is considered to be the gift amount. Only the sum of the non-annual giving allocations credits is used. NUMBER

NO SOURCE

NO SOURCE

NO

NO
LARGEST_OTHER_PLEDGE_AMOUNT Largest pledge amount credited to this donor for non-annual giving allocations. Represents the sum of all donor pledges within a primary pledge made to non-annual giving allocations as a single pledge amount. For a pledge made by an donor that is credited to multiple non-annual giving allocations, the sum of all the credits is considered to be the pledge amount. Only the sum of the non-annual giving allocations credits is used. NUMBER

NO SOURCE

NO SOURCE

NO

NO
LARGEST_OTHER_PLEDGE_COUNT Number of pledges with the same largest pledge amount that this donor made to non-annual giving allocations. NUMBER

NO SOURCE

NO SOURCE

NO

NO
LARGEST_OTHER_PLEDGE_ID Pledge number of the largest pledge made by this donor for non-annual giving allocations. If multiple pledges with the largest pledge amount were made by this donor, the pledge number of the most recently updated pledge with that amount is used. VARCHAR2(63)

NO SOURCE

NO SOURCE

NO

NO
LARGEST_PLEDGE_AMOUNT Legal amount of the largest pledge credited to this donor. Represents the sum of all donor pledges within a primary pledge as a single pledge amount. For a pledge made by an donor that is credited to multiple allocations, the sum of all the credits is considered to be the pledge amount. NUMBER

AGGREGATOR_0

MAX(LARGEST_PLEDGE_AMOUNT)

NO

NO ANALYZE FUNDRAISING, MANAGE PROSPECT PIPELINE, MANAGE PROSPECT PIPELINE A, MANAGE PROSPECT PIPELINE B, RQPP ENTITY, RQPP YEARLY DES COLL, RQPP YEARLY DES DEPT, RQPP YEARLY INSTITUTION
LARGEST_PLEDGE_COUNT Number of pledges with the same largest pledge amount this donor made. NUMBER

NO SOURCE

NO SOURCE

NO

NO
LARGEST_PLEDGE_DATE   DATE       NO
LARGEST_PLEDGE_ID Pledge number of the largest pledge made by this donor. If multiple pledges with the same largest pledge amount were made by this donor, the pledge number of the most recent pledge with that amount is used. VARCHAR2(63)

CONSTANT

NULL

NO

NO ANALYZE FUNDRAISING, MANAGE PROSPECT PIPELINE, MANAGE PROSPECT PIPELINE A, MANAGE PROSPECT PIPELINE B, RQPP ENTITY, RQPP YEARLY DES COLL, RQPP YEARLY DES DEPT, RQPP YEARLY INSTITUTION
LARGEST_SOFT_CREDIT Largest soft credit amount for this donor. NUMBER

AGGREGATOR_2

MAX(SUM_SOFT_CREDIT_AMNT)

NO

NO ANALYZE FUNDRAISING, MANAGE PROSPECT PIPELINE, MANAGE PROSPECT PIPELINE A, MANAGE PROSPECT PIPELINE B, RQPP ENTITY, RQPP YEARLY DES COLL, RQPP YEARLY DES DEPT, RQPP YEARLY INSTITUTION
LARGEST_SOFT_CREDIT_DATE   DATE       NO
LIFETIME_ANNUAL_SOFT_CREDIT Total lifetime amount of associated credit gifts for this donor for allocations that have the annual fund credit flag turned on. NUMBER

NO SOURCE

NO SOURCE

NO

NO
LIFETIME_CREDIT2_AMOUNT Sum of all of the credit2 amounts for this donor. If the credit2 cap has been invoked, then this sum may be lower than the received and gift credit amounts. NUMBER

NO SOURCE

NO SOURCE

NO

NO
LIFETIME_GIFT_COUNT Total lifetime number of gifts credited to this donor. This counts primary gifts as single gifts rather than donor gift records as single gifts. Meaning that a gift made by this donor that was credited to multiple designations will only be counted once rather than once for each designation credit. NUMBER

AGGREGATOR

COUNT(TRANSACTION_COUNT)

NO

NO ANALYZE FUNDRAISING, MANAGE PROSPECT PIPELINE, MANAGE PROSPECT PIPELINE A, MANAGE PROSPECT PIPELINE B, RQPP ENTITY, RQPP YEARLY DES COLL, RQPP YEARLY DES DEPT, RQPP YEARLY INSTITUTION
LIFETIME_HARD_CREDIT Total lifetime legal amount credited to this donor. NUMBER

GIFT_AGGREGATOR

SUM(HARD_CREDIT_AMOUNT)

NO

NO ANALYZE FUNDRAISING, MANAGE PROSPECT PIPELINE, MANAGE PROSPECT PIPELINE A, MANAGE PROSPECT PIPELINE B, RQPP ENTITY, RQPP YEARLY DES COLL, RQPP YEARLY DES DEPT, RQPP YEARLY INSTITUTION
LIFETIME_OTHER_SOFT_CREDIT Total lifetime amount of associated credit gifts for this donor for allocations that do not have the annual fund credit flag turned on. NUMBER

NO SOURCE

NO SOURCE

NO

NO
LIFETIME_SOFT_CREDIT Total lifetime amount of associated credit gifts credited to this donor. NUMBER

GIFT_AGGREGATOR

SUM(SOFT_CREDIT_AMOUNT)

NO

NO ANALYZE FUNDRAISING, MANAGE PROSPECT PIPELINE, MANAGE PROSPECT PIPELINE A, MANAGE PROSPECT PIPELINE B, RQPP ENTITY, RQPP YEARLY DES COLL, RQPP YEARLY DES DEPT, RQPP YEARLY INSTITUTION
LIFETIME_TOTAL_MATCH Total lifetime amount of matched credit for this donor. NUMBER

GIFT_AGGREGATOR

SUM(MATCH_GIFT_AMOUNT)

NO

NO ANALYZE FUNDRAISING, MANAGE PROSPECT PIPELINE, MANAGE PROSPECT PIPELINE A, MANAGE PROSPECT PIPELINE B, RQPP ENTITY, RQPP YEARLY DES COLL, RQPP YEARLY DES DEPT, RQPP YEARLY INSTITUTION
OTHER_CONSECUTIVE_YEARS Reserved for future use. NUMBER

NO SOURCE

NO SOURCE

NO

NO
SYSTEM_LOAD_PROCESS Name of the transformation that created the row during the load activity process. VARCHAR2(30)

CONSTANT

'DONOR_SUMMARY_D3B'

NO

NO ANALYZE FUNDRAISING, MANAGE PROSPECT PIPELINE, MANAGE PROSPECT PIPELINE A, MANAGE PROSPECT PIPELINE B, RQPP ENTITY, RQPP YEARLY DES COLL, RQPP YEARLY DES DEPT, RQPP YEARLY INSTITUTION
SYSTEM_LOAD_TMSTMP Most current date this record was created or updated. DATE

NO SOURCE

NO SOURCE

NO

NO
USER_ATTRIBUTE_01   VARCHAR2(63)

NO SOURCE

NO SOURCE

NO

NO
USER_ATTRIBUTE_01_LD   VARCHAR2(255)

NO SOURCE

NO SOURCE

NO

NO
USER_ATTRIBUTE_01_SD   VARCHAR2(255)

NO SOURCE

NO SOURCE

NO

NO
USER_ATTRIBUTE_02   VARCHAR2(63)

NO SOURCE

NO SOURCE

NO

NO
USER_ATTRIBUTE_02_LD   VARCHAR2(255)

NO SOURCE

NO SOURCE

NO

NO
USER_ATTRIBUTE_02_SD   VARCHAR2(255)

NO SOURCE

NO SOURCE

NO

NO
USER_ATTRIBUTE_03   VARCHAR2(63)

NO SOURCE

NO SOURCE

NO

NO
USER_ATTRIBUTE_03_LD   VARCHAR2(255)

NO SOURCE

NO SOURCE

NO

NO
USER_ATTRIBUTE_03_SD   VARCHAR2(255)

NO SOURCE

NO SOURCE

NO

NO
USER_ATTRIBUTE_04   VARCHAR2(63)

NO SOURCE

NO SOURCE

NO

NO
USER_ATTRIBUTE_04_LD   VARCHAR2(255)

NO SOURCE

NO SOURCE

NO

NO
USER_ATTRIBUTE_04_SD   VARCHAR2(255)

NO SOURCE

NO SOURCE

NO

NO
USER_ATTRIBUTE_05   VARCHAR2(63)

NO SOURCE

NO SOURCE

NO

NO
USER_ATTRIBUTE_05_LD   VARCHAR2(255)

NO SOURCE

NO SOURCE

NO

NO
USER_ATTRIBUTE_05_SD   VARCHAR2(255)

NO SOURCE

NO SOURCE

NO

NO


Ver: 9.0