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roseyBP
Regular Visitor

Gift frequency increase after I contacted donor

Hi ,

I am trying to  find second gift rate after I contacted donor  . I want to analyse how my engagement with donor is encouraging donor to make second gift . I am looking at call dates and gift dates to find the gift frequency. I have three tables to get these information . Could you kindly assist . 

Sample data

Table 1 Action look up(I have added action in RE after I make call)

Constituent IDAction Import IDCall TypeCall DateStatus 
111100001-504-0003373693Welcome Call14/04/2023Completed
222200001-504-0003373697Welcome Call14/04/2023Completed
333300001-504-0003373700Welcome Call14/04/2023Completed
444400001-504-0003374645Welcome Call18/04/2023Completed
555500001-504-0003417401Welcome Call11/5/2023Completed
666600001-504-0003417367Welcome Call11/5/2023Completed
777700001-504-0003417368Welcome Call11/5/2023Completed
888800001-504-0002911815Welcome Call7/10/2022Completed
999900001-504-0002911967Welcome Call7/10/2022Completed

Table 2

Gift Look Up (Gifts made by donor till date)

Constituent IDGift Import IDGift DateGift Amount
111100001-545-000014/12/2020$1,000.00
111100001-545-00013/12/2021$1,000.00
222200001-545-000217/05/2022$1,000.00
222200001-545-000313/07/2022$4,000.00
333300001-545-000429/11/2022$100.00
333300001-545-00055/5/2023$10.00
444400001-545-000615/06/2023$10.00
444400001-545-000715/05/2023$10.00
444400001-545-000820/07/2022$100.00
555500001-545-000923/05/2016$30.00
666600001-545-001025/11/2021$200.00
666600001-545-001115/07/2023$10.00
777700001-545-001215/08/2023$10.00
888800001-545-001319/05/2016$100.00
999900001-545-001431/01/2023$50.00
999900001-545-001516/05/2016$20.00

 

Table 3 Donor Look Up

Constituent IDFirst NameSurname
1111Andrewxxxx
2222Keithxxxx
3333Johnxxxx
4444Lorrainexxxx
5555Heilixxxx
6666Gerryxxxx
7777Carmenxxxx
8888Melissaxxxx
9999Henryxxxx
2 ACCEPTED SOLUTIONS
nirali_arora
Resolver II
Resolver II

You might require the following dax measure

SecondGiftRate = VAR FirstGiftDate = MIN(Gift[Gift Date]) RETURN DIVIDE( COUNTROWS(FILTER(Gift, Gift[Gift Date] > FirstGiftDate)), COUNTROWS(DISTINCT(Action[Call Date])), 0 )

View solution in original post

DataNinja777
Super User
Super User

Hi @ roseyBP,

 

Your calls have increased the frequency of the donations as shown below, even though the amounts are nominal. 

Sakiko_0-1695637625732.png

I attach the pbix file below:

Gift Donation.pbix

View solution in original post

4 REPLIES 4
DataNinja777
Super User
Super User

Hi @ roseyBP,

 

Your calls have increased the frequency of the donations as shown below, even though the amounts are nominal. 

Sakiko_0-1695637625732.png

I attach the pbix file below:

Gift Donation.pbix

Thank You so much 😄

nirali_arora
Resolver II
Resolver II

You might require the following dax measure

SecondGiftRate = VAR FirstGiftDate = MIN(Gift[Gift Date]) RETURN DIVIDE( COUNTROWS(FILTER(Gift, Gift[Gift Date] > FirstGiftDate)), COUNTROWS(DISTINCT(Action[Call Date])), 0 )

Thank You so much 😄

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