I am trying to find out who is part of a giving society were are creating for anyone who gives $300+ in any 10 years (doesn't have to be consecutive).  Does anyone have ideas how to do this?

The RE interface cannot handle queries of this complexity.  It requires two levels of summaries (total by fiscal year and then count of fiscal years) in order to calculate, but RE only supports one level of summary.

This can be done quite easily in SQL.  If you don't have access to the SQL back end, you can export all the gifts and then import into MS Access and do the processing there.

Drew

Actually this could be easily done through the export into excel.

Run a constituent export with:

Constituent ID, Name, and any other fields you might need in the export, plus 10 summary totals. Each summary total would indicate different period of time ( I assume fiscal years).

If you do not want to use export, you could use a query to basically do the same thing, having 10 different summaries for each period using the OR operator.

There are a couple of problems doing this in Excel, particularly the way that you suggest.

First and foremost is Excel (depending on version) only supports about 65,000 rows.  Many organizations have more constituents than that, so the export file would be truncated once they reach that point.

Second, the question implied that the time periods may be different for different people. If you wanted to look specifically at ten constant time periods, there is no reason to resort to an export at all, since, as you later state, you can set up those time periods in query.

Because the qualifying time periods are not constant across constituents, you need to use a gift export, which means that you'll hit the Excel row limits even more quickly.

Finally, Excel also doesn't handle multiple levels of summary very well.  You can set up a pivot report for the first level of summary, but it will return all values, not just the ones that are $300+ and then it's not easy to get a count of the fiscal years that do meet that criteria.

All in all, if you're going to do an export, you're much better off pulling this into Access than Excel.

Drew

I get all my "non-consecutive" reports via Pivot Reports.  You can show a column for each year, with rows for amount given in each year.  If the basic RE Pivot Report does not provide all the totals I want, I export it to Excel in order to add various sums and other functions.  I then use the resulting spread sheet to create an import file to add an Attribute to the those who meet the criteria I set.