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Creator
Creator

Pivot table totals

Hi all,

I created a set analysis for pivot table to calculate number of donors each moth. The formula displays actual number of donors in completed fiscal month but if a month not completed it displays forecast.

Here is a formula:

If(FiscalMonth < Today_FiscalMonth,

count({<FiscalYear = {'$(=maxstring(FiscalYear))'},[Gift Type] = {[Recurring Gift Pay-Cash]}, DonorCurentSegment = {'New'}>} distinct [Constituent ID]),

sum({<DonortypeBDFC = {'New'}>} Numofdonors_Forecast))

It works fine for each month but as total id displays forecast summary instead of adding year to day actuals and forecast.

Can somebody help me to understand why it is happening?

Thanks

Denis

1 Solution

Accepted Solutions
Highlighted

May be you need this:

Sum(Aggr(

If(FiscalMonth < Today_FiscalMonth,

count({<FiscalYear = {'$(=maxstring(FiscalYear))'},[Gift Type] = {[Recurring Gift Pay-Cash]}, DonorCurentSegment = {'New'}>} distinct [Constituent ID]),

sum({<DonortypeBDFC = {'New'}>} Numofdonors_Forecast))

, Measures, Month))

View solution in original post

6 Replies
Highlighted
Champion II
Champion II

can you post a snapshot of the pivot for more clarity

Highlighted
Creator
Creator

Hi Vineeth,

Please see the snapshot belowPivot num of donors.JPG

Highlighted

May be you need this:

Sum(Aggr(

If(FiscalMonth < Today_FiscalMonth,

count({<FiscalYear = {'$(=maxstring(FiscalYear))'},[Gift Type] = {[Recurring Gift Pay-Cash]}, DonorCurentSegment = {'New'}>} distinct [Constituent ID]),

sum({<DonortypeBDFC = {'New'}>} Numofdonors_Forecast))

, Measures, Month))

View solution in original post

Highlighted
Champion II
Champion II

try

SUM(

          AGGR(

If(FiscalMonth < Today_FiscalMonth,

count({<FiscalYear = {'$(=maxstring(FiscalYear))'},[Gift Type] = {[Recurring Gift Pay-Cash]}, DonorCurentSegment = {'New'}>} distinct [Constituent ID]),

sum({<DonortypeBDFC = {'New'}>} Numofdonors_Forecast))

          ,Measures,Month))

Highlighted
Creator
Creator

Thanks a lot Sunny,

I totally forgot about aggregation function.

It worked thank you

Highlighted
Creator
Creator

Thanks Vineeth!

It worked!