Sharing my Power BI DAX for Annual Lifecycle and Giving Level Analysis
Annual_Lifecycle_and_GivingLevel_CalculatedTable.zip
Description:
This sample workbook includes a DAX pattern for a calculated table called Donor Summary, which summarizes constituent behavior by fiscal year for the purpose of lifecycle and giving level analysis, including upgrade/downgrade and churn.
Learn how to use GENERATESERIES() and GENERATE() expressions to crossjoin Constituents with a specified number of fiscal years to automatically generate summaries covering your desired time periods without future maintenance/intervention.
Required connections:
None required. The .pbix file includes sample data from the Sky Developer Cohort.
Skill level: Intermediate
Configuration details: Detailed pdf included in .zip
Category: DAX
Lifecycle Analysis
Giving Level Analysis
Comments
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@Mark Zigadlo , thank you for sharing this solution that you found with help from Claude AI! This post wouldn't be here without you. ?
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Discussed March 2025 in Microsoft Power BI User Group - Blackbaud Community
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