Consecutive Years' Giving in Analytics

Hello!

We're trying to gather a list of people who have been consistent donors to our organization over the past 5 years (Fiscal Year 18-22). We're not looking at how much they've given (it could be $10/year), what funds they've given to, or how many unique times they've given each year. It's about the consistency of giving every single year. Ultimately, our goal is to recognize these committed donors in the annual report, on a donor board in the Museum, etc. Once we get the 5 year report to work in Analytics, we want to pull it for 10, 20, etc. years too. 



This is currently what I tried to set up for my colleague and not sure what's the best way to go about it. Any help is appreciated!

Thanks,

Amanda

Parents
  • I'm wondering if it would make sense to make each year's amount a Value, then filter each and all of those values to ' > 0'. This would ensure that each person displayed would need to have all of those years' worth of giving in place. This gets a bit layer-intensive, but that should work.

    You also could do this with bucketing to create a super-formula:

    If (last year's giving) > 0  AND (2 years ago giving) > 0 [etc. etc.], [total giving] , NULL

    Then set up rows for constituent, play with things from there.

Reply
  • I'm wondering if it would make sense to make each year's amount a Value, then filter each and all of those values to ' > 0'. This would ensure that each person displayed would need to have all of those years' worth of giving in place. This gets a bit layer-intensive, but that should work.

    You also could do this with bucketing to create a super-formula:

    If (last year's giving) > 0  AND (2 years ago giving) > 0 [etc. etc.], [total giving] , NULL

    Then set up rows for constituent, play with things from there.

Children