I'm trying to create a tool for our development department to understand and identify prospects that are interacting with us a lot of times in small doses, for large totals. The ideal end result would be to find all people who have made contributions to each of three campaigns for three consecutive years.
So, I have a pivot set up with:
Rows:
Consituent ID
Values:
Total Contribution Amount
Columns: Fiscal Current Year Offset (filtered to 0, -1, and -2)
Campaign (filtered by text to Containing: zoo pass OR animal sponsorship OR zoo support, with the campaigns being named those things with the FY in front, eg 2017 Animal Sponsorship).
First, is there a good way to filter down to people who show up in each of those 9 fields (3 FYs x 3 campaigns each), as opposed to people who show up in at least 1 field? If possible, I'd like this to be a bit open ended, so that I could require 8 out of the 9 fields, or to add a second criteria based on total giving.
Thanks in advance for any help.
Tim Nees Interesting question. If you are on Tessitura V15.x and able to use Tessitura Analytics. You may want to check over in the Taffy group. There are a lot of smart folks over there doing interesting things with Tessitura Analytics and fundraising. I could imagine that you might be able to create a fancy formula to have a column with the count of years + Campaigns and then maybe sort by the value. However, I don't know if you could filter by a value to just show the folks you want to analyze. But one of those folks might have figured that out.