show total donations category

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Show total donations by category in 1 column - then show the sam

resolvedResolved · Medium Priority · Version 2019

Show total donations by category in 1 column - then show the sam

My scenario is this:

- I have donations in a data table by campaign and type.

- I have a visualisation in a table which shows the total donations by campaign which is filtered by the type - the type is either cash or a pledge, cash being the real money!

I want have a slicer where the date range can be set to show the donations for 'last week'.

I want two columns in my visualisation, one showing the donations by campaign (filtered by type) for last week AND THEN another column in the visualisation showing the donations by campaign (filtered by type) UP TO the latest date in the slicer.

ie, the slicer says: Last week = 25/08/19 to 31/08/19

So, one column showing values for that week, then another column showing all values UP TO 31/08/19

Help please!!

RE: Show total donations by category in 1 column - then show the

Hi Christian,

Thank you for the forum question.

It is not an easy task what you want to achieve. I have created a datamodel which as far as I understand your dataset, should be very close to the data you have.

It is easy to filter by a date range (a specific week), but to partly ignore the slicer to filter up to last day of selected week is difficult.

I need a little more time to solve this.


Kind regards

Jens Bonde
Microsoft Office Specialist Trainer

Tel: 0207 987 3777
STL - https://www.stl-training.co.uk
98%+ recommend us

London's leader with UK wide delivery in Microsoft Office training and management training to global brands, FTSE 100, SME's and the public sector

RE: Show total donations by category according to 2 different da

Hi Jens,

Thanks for picking this one up. I can send you a copy of the 'old' excel template that was used for the KPI's that I've been asked to replicate. Maybe it will inspire a different way of presenting the numbers? (I can't see a way to attach documents here)

Christian

RE: Show total donations by category according to 2 different da

Hi Christian,

Let me have a look at your file. Please send it to:

Info@stl-training.co.uk



Kind regards

Jens Bonde
Microsoft Office Specialist Trainer

Tel: 0207 987 3777
STL - https://www.stl-training.co.uk
98%+ recommend us

London's leader with UK wide delivery in Microsoft Office training and management training to global brands, FTSE 100, SME's and the public sector

 

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