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johnstrang's avatar
johnstrang
Frequent Visitor
1 year ago
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Group annual amounts by value

Hi everyone,    I work for a small non-profit organisation, reporting on donations received. What I want to do is, I hope, simple but I cannot work out how to do it.   aaa 2023 200 aaa ...
  • lbendlin's avatar
    1 year ago

    consider using a graphical solution with conditional formatting

     

     

  • vivek31's avatar
    1 year ago

    Hi johnstrang ,

    First you can create a summrize table like this

    Donation 1 = SUMMARIZE(Donation,Donation[Donor],Donation[year],"Annual Total",SUM(Donation[value]))

    second you shoud create a Donation Category Column

    Lavel = SWITCH(TRUE(),'Donation 1'[Annual Total]< 400 , "Low",
                         'Donation 1'[Annual Total] < 600, "Medium","High")

    and after create a matrix visual 

    Rows = Year
    Columns = Leval
    Values =Count of Donor

    Total Donar = DISTINCTCOUNT('Donation 1'[Donor])

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