Hello!
I'm revisiting the New Donor flag topic in the Intermediate Analytics Workshop Chris Wallingford hosted this fall. I was able to replicate the formula for Min Fiscal Year in a widget but all of my donors get a the current fiscal year as a result, so all of my donors get the new donor flag (even though they have made contributions in other fiscal years). I'm wondering anyone else had run into this and corrected it?
I'm also wondering if the problem might stem from filters I'm using in the widget - I'm trying to limit the donors to specific funds, campaigns, and appeals - but check for donations outside of these filters for the purpose of the new donor flag. I also tried using the versions of the formulas in the videos using the Fiscal Current Year Offset and not - same result.
Any help would be appreciated! Thanks.
Lori
Hi Lori,
It is indeed the filters and row fields for Fund (maybe, unless you want new donors within that fund), Appeal, and Source. The Min FY formula will need an update to override those filters and groupings as needed. In the formula, where there is an ALL( [Campaign Fiscal Year] ), append to that ALL( [Appeal] ) , ALL( [Source] ), and optionally , ALL( [Fund] ).
I will try that - thanks for the quick response!