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UK_User123456's avatar
UK_User123456
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7 years ago
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Second Gift Date

Hi All,   I work for a non profit and starting to use power bi and wanted to show the number of donors that have given in FY 2018/19 for the first time and then given again for the second time?   ...
  • UK_User123456's avatar
    UK_User123456
    7 years ago

    thanks MitchM , however, it only return the very last gift date, I need it to be able to show the first gift as well, so as in the example below:

     

    Gift Table

    Donor ID         First donor date                Second donor date             Third donor date

    1234                12/04/2018                       15/05/2018            

    2345                 06/04/2018

    1111                07/06/2018                        12/06/2018                         21/08/2018

     

    The end result would be:

       

    Donor ID         First donor date                Second donor date             

    1234                12/04/2018                       15/05/2018            

    2345                 06/04/2018

    1111                07/06/2018                        12/06/2018                         

     

    So not matter if the donor had donated 5 times, I would only want to see the first and second donor date if that makes sense?

     

    Apologies if im confusing you, its almost there and what you have provided does kind of work, but I wouldnt know where to start to fix it.

                   

  • MitchM's avatar
    MitchM
    7 years ago

    It is no suprise that the filtering does not work. The ranking needs another value (In this case FY) to rank against. To do this you can create a new calc. column called FY:

    FY = 
    VAR FirstMonthofFY = 9
    VAR DateYear = YEAR( GiftData2[Reformatted Date] )
    VAR DateMonth = MONTH( GiftData2[Reformatted Date] )
    RETURN
        IF(
            DateMonth < FirstMonthofFY,
            (DateYear - 1) & "/" & DateYear,
            DateYear & "/" & (DateYear + 1)
        )

    I am not sure when your FY starts, so just change the first variable (FirstMonthofFY) in the formula above to adjust the FY range. Once this is done a slight tweak to the Rank formula (below) should finish it off. The two dontation measures do not need to be adjusted.

    Gift_Date_Rank = 
        RANKX(
            FILTER(
                GiftData2,
                GiftData2[Donor ID] = EARLIER( GiftData2[Donor ID] ) &&
                GiftData2[FY] = EARLIER( GiftData2[FY] )
            ),
            GiftData2[Reformatted Date],
            ,
            ASC,
            Dense
        )
  • UK_User123456's avatar
    UK_User123456
    7 years ago

    Another question and hopefully the last - once I have the campaign id's and how when the donors gave their 1st and 2nd gift, how would I go about doing a count of how many times the campaign id has appeared, so for example

     

    In 2019 for Jan - there were 200 donors that donated a gift on campaign id "2", out of the 200 donors that gave on campaign id "2", 100 donors gave their second gift on campaign id "3", and 50 donors gave on campaign "4" and 50 donors never gave a second gift..

     

    So its trying to identify out of all the donors that gave their first gift and to which campaign gave again and if it was to a different campaign code or not.

     

    Hope that makes sense

     

    TIA