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Change Fund Names in Report Only

Last post 01-18-2008 10:50 AM by Drew Allen. 6 replies.
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  • 01-17-2008 1:54 PM

    • Kathy Hannon
    • Not Ranked
    • Posts 12
    • Organization: Wuesthoff Health System Foundation

    Change Fund Names in Report Only

    What would be the formula for changing some of our fund names to more public friendly names. Our fund names are accounting names - I am doing custom statements and having a hard time with formulas to change some of the fund names to be more friendly ... ie Unrestrict to Area of Greatest Need. Kathy Hannon Wuesthoff Health System Foundation [Email Removed] 321.637.2606
  • 01-17-2008 2:04 PM In reply to

    Change Fund Names in Report Only

    kathy, You can use an "if... then... else" statement for that. Melissa Melissa S. Graves Director of Development Services The Village for Families and Children mgraves (at) villageforchildren.org www.villageforchildren.org  GET ON THE BUS! Check out what the Blackbaud User Society is talking about today at www.blackbus.org !
    Melissa S. Graves
    Annual Fund Development Services Manager
    Pathfinder International
  • 01-17-2008 2:21 PM In reply to

    • Kathy Hannon
    • Not Ranked
    • Posts 12
    • Organization: Wuesthoff Health System Foundation

    Change Fund Names in Report Only

    Melissa - thanks did that first and then none of the fund names nor the corresponding gift amount - it was a blank across the board - bizarre So i guess I am looking for something other than the if-then-else statement Kathy Hannon Wuesthoff Health System Foundation [Email Removed] 321.637.2606
  • 01-17-2008 4:04 PM In reply to

    • Megan Schnaid
    • Not Ranked
    • Posts 16
    • Organization: Hathaway-Sycamores Child and Family Services

    Change Fund Names in Report Only

    If these are groups then you can re-name the groups to a friendlier name. This is what I did with somethings where our department uses one set of terms but when we report to the board they like another set.
  • 01-17-2008 7:32 PM In reply to

    • Tracie Cassidy
    • Top 10 Contributor
    • User Since: 2002
    • Posts 655
    • Organization: Children's Hospital Foundation
    • Products:  The Raiser's Edge

    Change Fund Names in Report Only

    Kathy, I just did this on a custom report today. I changed the Appeal Category (which we are using for a Gift Comment field on our annual statement report) to be a more donor-friendly description. Here's what I used & it works beautifully: if {AppealDescription} = "Value 1" then "Alternate name for value 1" else if {AppealDescription} = "Value 2" then "Alternate name for value 2" else if {AppealDescription} = "Value 3" then "Alternate name for value 3" else {AppealDescription} Tracie Cassidy Database Coordinator Seattle Children's Hospital Foundation (206) 987-6833 [Email Removed]
    Tracie J. Cassidy
    Database Coordinator
    Seattle Children's Hospital Foundation
    Seattle, WA
  • 01-18-2008 10:46 AM In reply to

    • Drew Allen
    • Top 10 Contributor
    • Posts 514
    • Organization: Children's Hospital of Philadelphia
    • Products:  The Information Edge, The Raiser's Edge

    Change Fund Names in Report Only

    You can also use the SELECT...CASE structure in this situation. I find it easier to read than IF...THEN...ELSE. SELECT {Appeal Description} CASE "Value 1" : "Alternate Value 1" CASE "Value 2" : "Alternate Value 2" CASE "Value 3" : "Alternate Value 3" CASE "Value 4" : "Alternate Value 4" CASE "Value 5" : "Alternate Value 5" DEFAULT : "Default Value" You probably don't want to use these methods if you have a LOT of appeals. You will also need to update your formula every time that you add appeals. The DEFAULT option can be used to let you know that you have Appeals that haven't been updated. Drew J. Drew Allen Children's Hospital of Philadelphia [Email Removed] Check out the user run RE Forum at http://www.blackbus.org/ . Check out the Crystal Reports blog "Crystal Clear" at http://www.blackbus.org/blogs/viewblog.php?userid=63
    J. Drew Allen
    The Children's Hospital of Philadelphia
  • 01-18-2008 10:50 AM In reply to

    • Drew Allen
    • Top 10 Contributor
    • Posts 514
    • Organization: Children's Hospital of Philadelphia
    • Products:  The Information Edge, The Raiser's Edge

    Change Fund Names in Report Only

    I thought that I had already mentioned this, but apparently I hadn't. There is also a Replace() function that takes an input string, a search string, and a replacement string. You can use that to change one set phrase such as "Unrestr." to another set phrase such as "Area of Greatest Need". Drew J. Drew Allen Children's Hospital of Philadelphia [Email Removed] Check out the user run RE Forum at http://www.blackbus.org/ . Check out the Crystal Reports blog "Crystal Clear" at http://www.blackbus.org/blogs/viewblog.php?userid=63
    J. Drew Allen
    The Children's Hospital of Philadelphia
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