Hi folks!
We are looking to build a dashboard that will identify people who have given more than 3 times in a 14 month period. I have this basic dashboard set up, but now I'm looking for some guidance on how to further filter it. I'd like to filter out anyone who hasn't given 3 or more times... and insight on how I would do this would be very helpful! I'm sure there are ways with formulas, but I can't get there yet on my own.
Cheers! Dash file attached.
Nicki LeGrand
DonorsforMonthlyAquisition.dash
Hi Nicki,
Alongside your other Widget filters, a filter on Constituent ID, that uses a Ranking type set to TOP 10000, and with a formula such as:
IF ( [Total Contribution Count] >= 3 , 1 , NULL )
might do it for you. I believe this filter will be impacted by the other widget filters such that if a constituent has 2 contributions within the Widget filter date range and 1 prior, they will be excluded.
Hi Chris,
Thanks! I think I'm going crazy, but how do I change it to "by: Formula"? It's set to "by: Total Amount" and I can't get it to switch.
N.
just click on that "by: Total Amount".
Hi Chris, I'm not sure what I'm doing wrong... when I click on that it pops up this menu:
Nothing wrong... that's correct and then (sorry I didn't say) click the fx button.
This is amazing, Chris! It did exactly what I needed it to!!!
Are you able to explain to me exactly what the formula is doing so I can explain it to others?
The filter on Constituent ID looks at every Constituent ID and if the total count of contributions for a given constituent is >= 3, it returns a 1 to the Ranking filter. Otherwise it returns NULL or "nothing", not a 0, but "nothing". The "Ranking" takes the TOP 10000 Constituent IDs based on that formula, sorted descending by the results of the formula. So all the 1s first. And if we have fewer than 10000 1s the ranking moves to including the next constituents with the next lowest result from the formula. If we used 0, it would start including constituents with 0s, including then in the results. However using NULL, it completely excludes those constituents from the ranking results.
Amazing. Thank you so much!