Query/Dashboard Question

Ellen Kubit

Hey everyone,


I am totally stumped on something.


Our organization utilizes a Gift Attribute to track the “Giving Type” of every gift.  It is a policy that works well for us for a variety of specific reasons outside of our Department’s control.

That being said, I am finding it so difficult to create a Query that I can reference in Dashboard that will show me the Total Gift Amount, for a particular Campaign, according to a specific Gift Attribute.


I first tried a Gift Query, but it only displayed the gifts according to the selected Gift Attribute.  It is helpful, and I will keep it but I also need a Grand Total.

I then tried Campaign Query but had a similar problem.


I think I’m just missing something basic with setting up the appropriate Gift Query in the first place.


Any recommendations on a Query that will display the Total Gift Amount according to a Gift Attribute within a particular Campaign?


Thanks much!

Ryan Hyde

You're not going to be able to create a dashboard that gives you the total based on attribute description because that's not a grouping mechanism that any dashboard panel recognizes.


The only thing you can really do is create a dynamic query looking for those gifts, output the gift amount, campaign, and attribute description, and then pipe that over into a pivot report. In there, you can create a standard Excel pivot table that will group, subtotal, and grand total your gift amount data based on whatever items you have in the output of your query.

Stephanie Crawley

If it were me, I would use the Gift Detail and Summary Report, filtered by the Campaign needed and then on the Attributes tab, choose the Gift Attribute I want the total for. Choose Detail and Summary on the first tab, so I get that Grand Total I'm looking for in Summary. I can also choose to have an output query made so I can use the list in other places, like NXT lists or reports. I don't think you would be able to feed that report into Dashboard, but maybe this helps you get another place to look for the info you want? For my colleagues that need info from database view reports but are not comfortable navigating in database view, I add the reports they use into their Favorites list on their RE home page so they can run them on-demand themselves. 

Ellen Kubit

This is all very helpful, thanks everyone!