Query API - Discrepancy with Sold Stock Value

Victoria Mueller · June 22

I am currently validating and cross checking all dashboard values in Power BI (via Query API) with those directly from the database. I am starting with total funds raised. I noticed that the gift type "Sold Stock" is bringing out the gift amount value instead of the sold amount. This is happening in the gift and gift split table.

Even if the amount were correct, I don't see a way to subtract the broker fee.

Is there a way around this or will I have to change the way Stock gifts are logged in the database?

Alex Wong · June 22

Are you seeing different exported figures than from database view?

Query API runs off Query on webview, which is basically the same (if not better functionalities, mostly speaking) as Query in database view.

What you said "make sense" to me that when you export a field (Gift Amount / Gift Split Amount), you are getting that exactly, not a "pre-calculated" value after deduction. In database view, are you using Query or Export or Report?

Victoria Mueller · June 22

@Alex Wong I have only used report in WV when calculating our total funds raised which makes it easy to select "Use stock sale amount" and "subtract broker fee". Web view and database view are exporting the same values. (I use Export in DB View). However, to get the value I need I have to export out the "Stock Sale Amount" value rather than the "Gift Amount" and also the Broker fee value. I then have to subtract the broker fee value from the Stock sale amount value to get the actual dollar amount we received. I then replace the original "Gift Amount" value with that calculated received value.

Using Query API I don't see an available field for Stock Sale amount or Broker fee amount.

Alex Wong · June 22

it's in Query > Gift Information

Query API - Discrepancy with Sold Stock Value

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