I need the follow information.  Who gave a total of $1000 or more last calendar year that has never given a total of $1000 or more in any given calendar year.  Then I need a list of all who have given $1000 or more last calendar year and how many years they have given $1000 or more in a calendar year before.  With both they should be Soft Credited for spouse and/or matching gifts. 

You're going to need a separate summary for every single fiscal year that you want to look at.  This is extremely tedious to do in RE.  There are also limits to the number of summaries that RE will let you create.  (I believe it's 20.)

The reason it's so difficult in RE is that you are really doing a summary of a summary.  You are first doing a summary of gifts per fiscal year and then doing a summary of the fiscal years (minimum in one case; count in the other) based on the first summary.  The front end simply isn't designed to handle something that complex.

If you know SQL, it's very easy to do this stuff in the back end.  If you are interested in how to do this in SQL, let me know.

Drew 

Drew,

Thank you.  I am interested.  Keep in mind - I am fairly new to RE and know nothing about SQL.  Your help is appreciated.  You may contact me by email goodman@lacollege.edu if you don't mind.

Here is code that should work.

-- Create Temporary Table of fiscal year summaries.
SELECT cg.Constit_ID, Year( DateAdd( qq, 2, g.Dte ) ) AS FY, Sum(g.Amount)
INTO #FY_Giving
FROM Constit_Gifts_BB AS cg
INNER JOIN Gifts AS g
ON cg.Gift_ID = g.[ID]
WHERE {Enter your gift type filter here.}
GROUP BY cg.Constit_ID, Year( DateAdd( qq, 2, g.Dte ) )
HAVING Sum(g.Amount) >= 1000

-- Find people whose first $1000 year was last year
SELECT Constit_ID
FROM #FY_Giving
GROUP BY Constit_ID
HAVING Min( FY ) = Year( DateAdd( qq, 2, GetDate() ) ) - 1

-- Find number of years (non-consecutive) with $1000 totals as of last FY
SELECT Constit_ID, Count( FY )
FROM #FY_Giving
WHERE FY < Year( DateAdd( qq, 2, GetDate() ) )
GROUP BY Constit_ID

The formula that I used for the fiscal year assumes a fiscal year that runs 7/1-6/30.  If you are using a different fiscal year, you'll need to adjust the offsets that are used.

It is also possible to calculate the number of consecutive years of giving at any one point, but that gets even more complicated.

Drew