topic Re: Annual gift upgrade and downgrade in App Development

Annual gift upgrade and downgrade

MarcoGemini11 — Thu, 28 Jul 2022 07:18:49 GMT

Dear Community,

how can I calculate annual gift upgrade and downgrade?

Thank you for your time

Re: Annual gift upgrade and downgrade

edwin — Thu, 28 Jul 2022 12:55:08 GMT

you will need to supply more information than that for someopne to help you, sample data and expected output would be most useful

Re: Annual gift upgrade and downgrade

MarcoGemini11 — Thu, 28 Jul 2022 13:07:59 GMT

For example i want to calculate the retained gifter from a current time period that increased his giving this year.

Therefore I have to calculate the number of donors who have increased their donation this year to the previous year and I wanted to know if there was a formula to calculate it

Re: Annual gift upgrade and downgrade

edwin — Thu, 28 Jul 2022 13:31:12 GMT

in other words you have a measure that changes with the date and you want to compare YTD and prior YTD.

it is the same pattern as this one:

https://community.qlik.com/t5/New-to-Qlik-Sense/how-to-calculate-previous-year-sales-till-current-year-same/td-p/1960635

simple way is to calculate the date boundaries:
today's date (this can be dynamic but for illustration purposes stay with today's date)
start of the year

today's date shifted one year back - you can just add -1 year
start of year of today's date shifted one year back (similar calculation -1 year)

then you frame your expressions using those 4 dates:

YTD = your measure with the set analysis dates >=start of year <=today's date

PTD = your measure with the set analysis dates >=start of year last year <=today's date shifted last year

Re: Annual gift upgrade and downgrade

MarcoGemini11 — Thu, 28 Jul 2022 13:45:58 GMT

OK. In this way i can measure the difference gift value between two years. But this is one part of my question.

In the second part i have necessity to count the number of gifter that have increased their gift value.

So i want to set a variable which based on the increase of the value of the gift, counts the number of donors who have increased this value.
in this way I calculate the number of donors who have increased the value of their donation compared to the previous year