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Tracking New Donors

Tessitura User
$organization


Hello, 

I know I've seen this come up, but I couldn't find it yesterday in my endless search of the forums. So if you have a link, feel free to share it here. 

I'm trying to make a dashboard for New Donors, absolutely no giving history. We're currently running dynamic lists, but we'd like to have a better and more visual way of analyzing this. I was able to create new ticket buyers easily, so I'm sure I'm missing something simple. Any help on this would be greatly appreciated!

Thanks, 
Michael

 

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  • $organization

    Would it be something like 'show me all constituents whose giving in previous years is 0, but whose giving this year is not 0'?



    COUNT(Constituent ID) ,

    IF ( ISNULL( [Contribution Amount] , [Last Year] ) AND ( [Contribution Amount] , [This Year] ) > 0 , 1 , 0 )   

    The syntax needs work, but that's my first thought for a formula. 

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  • $organization

    Would it be something like 'show me all constituents whose giving in previous years is 0, but whose giving this year is not 0'?



    COUNT(Constituent ID) ,

    IF ( ISNULL( [Contribution Amount] , [Last Year] ) AND ( [Contribution Amount] , [This Year] ) > 0 , 1 , 0 )   

    The syntax needs work, but that's my first thought for a formula. 

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  • $organization in reply to Nathanael Pearson

    ISNULL isn't allowing me to use amount or count with a year attached to it, saying it can only support one function. I'll workshop it to see what I can come up with. 

    Thanks!

  • $organization in reply to Tessitura User

    Something like this seems to be working:

    COUNT( [Constituent ID] ,

    IF (

    ISNULL ( ( [Total Amount] , [Offset < 0 | 9.13.22] , [Fund NOT mem | 1.11.22] ) )

    AND ( [Total Amount] , [offset = 0 | 9.13.22] , [Fund NOT mem | 1.11.22] ) > 0
    , 1
    , NULL
    )
    )

    Then you can filter the widget/dashboard by that formula > 0 to weed out anyone who doesn't hit that criteria. I've spot-checked a few records, and they hold up. You can add or substract the [Fund Not mem] bit, or adjust as needed.

    The formula seems to be saying "Count up the number of constituents who gave nothing before this year, but gave something this year (not to membership)".