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
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.
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!
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)".