Query to identify those who have increased their giving

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Hello, I am building a RE Query based on the following and I am having difficulty: All active donors who have increased their giving by 50% over 2013 and 2014/2015 This can be either a 50% increase in a single gift or it can be a 50% increase in their annual giving amount If anyone has any tips for building this query I would be grateful. Kind regards Alisa

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  • JoAnn Strommen
    JoAnn Strommen ✭✭✭✭✭
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    Alisa Guillory:
    Hello, I am building a RE Query based on the following and I am having difficulty: All active donors who have increased their giving by 50% over 2013 and 2014/2015 This can be either a 50% increase in a single gift or it can be a 50% increase in their annual giving amount If anyone has any tips for building this query I would be grateful. Kind regards Alisa

    Have you looked at reports?  See Reports > Analytical Reports > Comparative Report.  It may be what you need.

    In query I think your a bit limited to do that comparison within the query.  

  • Could you export the data to Excel? The calculations would be very simple there. Sorry that isn't a direct solution. 

    JoAnn Strommen
    :

    Alisa Guillory:

    Hello, I am building a RE Query based on the following and I am having difficulty: All active donors who have increased their giving by 50% over 2013 and 2014/2015 This can be either a 50% increase in a single gift or it can be a 50% increase in their annual giving amount If anyone has any tips for building this query I would be grateful. Kind regards Alisa
     

    Have you looked at reports?  See Reports > Analytical Reports > Comparative Report.  It may be what you need.

    In query I think your a bit limited to do that comparison within the query.  

     

     
  • Not sure there's an easy built-in way to do this... The comparative report will show you who increased and who decreased, but I don't think you can plug in a formula to do the 50% increase calculation over individual or cumulative gifts. You could do it in Crystal Reports, or export out to Excel and do the calculations there.

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