Reporting Split Gifts Correctly in Power BI
Has anyone been successful in reporting split gifts correctly in Power BI? The Raiser's Edge export will include additional columns for each split gift campaign, fund, appeal, and split amount. Ideally, there would be a way to transform (transpose) these into separate rows for each fund and replacing the gift amount with the split amount for each line. Hopefully others have seen success in this.
Comments
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Hey @Peter Johnston,
You'll need to expand the giftsplit column. Once you select all of the columns that you want from that condensed table, it will unpivot those columns into your gift table and produce new rows for each distinct gift split. You'll need to do the same thing again for the Amount column within the gift_split table and expand out the value field. That will give you the dollar amount for the respective split. The example I've included below shows gift 1078 now appearing on 3 separate rows, each with a different fund id. You'll need to be careful because the gift amount field is repeated ($30,000) 3 times but in the value field it shows the correct amount of $10,000 3 time.
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