Crystal Report in Raiser's Edge Formula Help

Peter McKay 2

I am trying to create a kind of cummulative giving bucket report in crystal. I'm pulling from a gift export and I've been able to create groups by constituent and summary totals per constituent.  Now I'd like to take those summary totals and count table based on gift range:



Gift Range   Donors

$500,000+       3

$250,000+       5

$100,000+       2



I'm fairly certain this can be accomplished with individual formulas for each bucket.  Something like this if HasLowerBound (100000) and HasUpperBound (250000) then 1 else 0



Any help would be super appreciated!  Thanks a million :-)

Marie Stark

You could also say something like

If {Gift Amount} } in 100000 to 249999then 1



I have a similar report that works like that.

Joshua Bekerman bCLO bCRE

Depending on your report needs and format, I would create a formula that assigns the ranges (if totalgiving in [100000 to 249999] then "$100,000+" else...), then use that formula for your report groups.  Then you should be able to just do a count of consID to get your number of donors per range.

 

Peter McKay 2

Thanks All!  I think I'm really close to getting it.  Jason, I was able to assign the ranges but only to the individual gift record. Can you tell me how you get the "totalgiving" part of your formula?  I think would do it.



Thanks!

Joshua Bekerman bCLO bCRE

You'll need to group on constituent ID first, then create a summary field that totals per constituent ID.  If grouping by constituent ID isn't an option, depending on how your report is organized, you might be able to do a running total that is reset on change of ConsID instead.  Sorry, it's difficult to give exact details without seeing the report.  Hope this helps though.

Peter McKay 2

This is terrific, Josh. Really appreciate it.  I think I'm going to be able to make it work. 

Christine Cooke 2

Maybe I am thinking too simply here... but if you just want to know the number of donors in each gift range why not set up the gift ranges in Config Tables under Donor Category Tables and then use a Donor Category Report (under Analytical Reports) in the summary version, not the detail.  You will get the number of donors in each giving level for whatever time period you set up.