I've watched THE videos and thought I had this widget figured out, but I've clearly got something off.
I'm trying to bucket some funds together, then show the goals for those buckets. The fund goal amount for 2022 and 2023 is correct in all three of the Fund buckets. But in 2024 two of the fund buckets aren't totaling correctly. I've triple checked that I have the goals entered into those Funds in the Campaigns.
This is the formula I'm using: (sum (sum( [Fund ID] , [Max Fund Goal Amount])), [Fund])
Any ideas on what I'm doing wrong?
Hi Keri,
I have two quick thoughts for you to try...
First is that the first SUM doesn't seem to be required in my testing. The second is that if a Fund is associated with more than one Campaign within that fiscal year, it could be under reporting the total, taking only the max goal from across both of those campaigns. It's not expected that a fund would be associated with more than one campaign at the same time, but with dates that don't overlap this is common. Because of that, for both Funds and Designations it's best to group on [Campaign Fund Key] and [Campaign Designation Key] respectively. You can find examples of this in the pre-built Contribution Income dashboard, the Fund Progress and Designation Progress widgets. With that said, try this...
( SUM ( [Campaign Fund Key] , [Max Fund Goal Amount] ) , [Fund] )
Chris
Thanks, Chris Wallingford. That doesn't seem to pull them in, either. I did a support ticket and the response was that those Funds aren't pulling in because they don't have any activity on them. The suggested workaround was to do a gift to the funds, then adjust to zero. I've put it in as an idea, but for now it looks like something I'll just have to manage outside of Tess.