Custom Ticket Criteria for 14 month giving

Former Member
Former Member $organization

We would like to be able to pull a list of all constituents who have given over a specific amount (this will change depending on who pulls the list) for the past 14 months. I looked at the header and got some ideas but am now stumped.

 

Detail Table: vs_contribution

Detail Col: sum(!.cont_amt)

 

If I leave it as is when I pull the criteria I am asked for a dollar amount and then it pulls anyone who has given cumulatively over that dollar amount ever.  This is behavior that i would expect as i have entered nothing into the Where column.  My problem is everything i try to enter into the where column pulls back errors.

 

Any help would be greatly appreciated.

Thanks

Margaret

 

 

 

Parents
  • You could create a view to sum the amount using  the current date minus 14 months.  example below.

    declare @today datetime --set the variable
    set @today= GETDATE() --set it  to today

    SELECT distinct
    customer_no,
    max(cont_dt) as last_gift_dt,
    sum(cont_amt) as gifts 
    FROM t_contribution a
    WHERE a.cont_dt  >=DATEADD(month,-14,@today)    --today minus 14 months

    GROUP BY a.customer_no

    You should be able to use the view to then create a new list element. Let me know if it works for you.

    Travis



    [edited by: Travis Armbuster at 12:57 PM (GMT -6) on 26 Aug 2013]
Reply
  • You could create a view to sum the amount using  the current date minus 14 months.  example below.

    declare @today datetime --set the variable
    set @today= GETDATE() --set it  to today

    SELECT distinct
    customer_no,
    max(cont_dt) as last_gift_dt,
    sum(cont_amt) as gifts 
    FROM t_contribution a
    WHERE a.cont_dt  >=DATEADD(month,-14,@today)    --today minus 14 months

    GROUP BY a.customer_no

    You should be able to use the view to then create a new list element. Let me know if it works for you.

    Travis



    [edited by: Travis Armbuster at 12:57 PM (GMT -6) on 26 Aug 2013]
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