Converting text to string and then summarizing

Options
Karen Diener 2
Karen Diener 2 ✭✭✭✭✭
Ancient Membership Facilitator 3 Name Dropper Photogenic
in Blackbaud Raiser's Edge NXT®: General Discussion
I am reporting on an attribute description where the type is Text, even though the information entered within it is an Ask amount. I wanted to change it to currency, but was told we couldn't for some now-forgotten reason. Sigh. So, how do I convert this field to a numeric format and then run a summary on it? I could probably figure out how to convert the information, but I'm stumbling over the formula to add it all up. Thanks!
Tagged:

Comments

  • Joshua Bekerman bCLO bCRE
    Joshua Bekerman bCLO bCRE ✭
    Tenth Anniversary Facilitator 3 Name Dropper Photogenic
    Karen Diener:
    I am reporting on an attribute description where the type is Text, even though the information entered within it is an Ask amount. I wanted to change it to currency, but was told we couldn't for some now-forgotten reason. Sigh. So, how do I convert this field to a numeric format and then run a summary on it? I could probably figure out how to convert the information, but I'm stumbling over the formula to add it all up. Thanks!

     Hi Karen.  Create a Formula field with CCur(attributeDescField).  Then place that formula field in your detail section, and you should be able to right-click and insert Summary.  You could also use ToNumber(attributeDescField). 

     

  • Karen Diener 2
    Karen Diener 2 ✭✭✭✭✭
    Ancient Membership Facilitator 3 Name Dropper Photogenic
    Josh Bekerman:

     Hi Karen.  Create a Formula field with CCur(attributeDescField).  Then place that formula field in your detail section, and you should be able to right-click and insert Summary.  You could also use ToNumber(attributeDescField). 

     

    Awesome Josh! I might have to follow up, but am going to try the rest using this new tool. Thanks!
  • Melissa Graves 2
    Melissa Graves 2 ✭
    Ancient Membership Facilitator 2
    Karen Diener:
    I am reporting on an attribute description where the type is Text, even though the information entered within it is an Ask amount. I wanted to change it to currency, but was told we couldn't for some now-forgotten reason. Sigh. So, how do I convert this field to a numeric format and then run a summary on it? I could probably figure out how to convert the information, but I'm stumbling over the formula to add it all up. Thanks!

    You can export your data and then re-import it into a newly created attribute with a currency type - then delete the original attribute.

  • Karen Diener 2
    Karen Diener 2 ✭✭✭✭✭
    Ancient Membership Facilitator 3 Name Dropper Photogenic
    Melissa Graves:

    You can export your data and then re-import it into a newly created attribute with a currency type - then delete the original attribute.

    That's what I wanted to do, Melissa, but was told that the attribute description type needed to stay as text for some now-forgotten reason. I'm hoping to get that changed so I can put it in RE the right away, but this is not a battle worth fighting at the moment!

Categories