OK here's the situation:

2 campaigns
5 fiscal years
4 donor categories: 10-25K, 25-50K, 50-100K, 100K+

So, since people can give more than one gift to the campaigns, and generally give to one or the other campaign in a FY, I did a gift export. I figured if I did a constituent export with summary fields for each campaign for each fiscal year, that's not going to work right either, and people would get left out.

It would seem that first I would group on the campaign. then on the donor categories, and use formulas to calculate the donor categories per year. But that would involve grouping on a sum, and according to BB's crystal help, you can't do that:



Anyone have any thoughts on how to make this work?

OK here's the situation:

2 campaigns
5 fiscal years
4 donor categories: 10-25K, 25-50K, 50-100K, 100K+

So, since people can give more than one gift to the campaigns, and generally give to one or the other campaign in a FY, I did a gift export. I figured if I did a constituent export with summary fields for each campaign for each fiscal year, that's not going to work right either, and people would get left out.

It would seem that first I would group on the campaign. then on the donor categories, and use formulas to calculate the donor categories per year. But that would involve grouping on a sum, and according to BB's crystal help, you can't do that:



Anyone have any thoughts on how to make this work?

Why can't you just use the Donor Category report in RE? Not understanding your needs here. What output do you want?

Are you trying to group donors by their total giving in both campaigns over 5 fiscal years?
I would use a constituent export summarizing their total giving, then in crystal, evaluate the summary field establishing a hierarchy field (formula field) for sorting. Example, create a formula field and use the formula -
if summary field > $100,000 then 1
else if summmary field > $50,000 then 2
else if...and so on
and then sort/group on the formula field.

Actually to hold myself over until I can figure this out, that's what I did -- ran 10 Donor Category Reports (for each campaign for each FY) and am moving the numbers into a spreadsheet.

I want something that's like, across the top: FY05, FY06, FY07, FY08, FY09TD
Then on the left something like,

CAMPAIGN1
100K
50K
25K
10K

CAMPAIGN2
100K
50K
25K
10K

and a donor count for each category for each campaign for each FY.

Then you would need 10 summary fields (one for each year for each campaign) and 10 sorting formula fields. I do not envy you. I would just stick to your current method plopping the numbers into excel (or word) for formatting. Sorry.

Yeah that was what I suspected. For those of us without mad skillz, sometimes the brute force method is the most efficient solution, if not the most elegant one.