Count of unique values occuring in a year AND subsequent year

Sam_NY

New Member
Joined
Jul 9, 2018
Messages
8
I have a table of donations given over several years, and need to generate a count for how many first time donors in a given year also gave in the next year (note I need the count of unique donors, not the count of gifts, which may duplicate).

Thanks to some help received yesterday (h/t sheetspread), I have a column (GiftNumber) indicating the ordinal place of that gift by date (so 1 = first gift, 2 = second, etc.):

FY donorID Gift Amt FirstGift GiftNumber
2018 111 100 1 1
2019 222 200 0 2
2019 111 100 0 2
2019 111 500 0 3
2018 222 50 1 1

So really I want a formula outside of the table that =2 if I'm looking at first time donors in FY18 (since donors 111 and 222 gave their 1st gift in FY18 (row 2 and 6) and ALSO give a gift in FY19.

I thought I could do something using FREQUENCY with a bunch of conditions that capture donors that gave first gift in 2018 and some gift in 2019:

=SUM(--(FREQUENCY(IF(conditions,Table1[donorID]),Table1[donorID])>0))

but I'm not sure how to structure the conditions or if I'm completely barking up the wrong tree. Any help appreciated!
 

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If you don't mind adding another column and a year condition cell (I named the cell in my example and used 2018) you could do the following:
=SUMPRODUCT(--([@donorID]&[@FY]+1=[donorID]&[FY]),--([FY]=yrcond+1)) Ctrl+Shift+Enter

That column would be the total gifts given in a subsequent year, 222 gave 1 and 111 gave 2. Your outside formula would be:
=COUNTIF(Table1[test2],">0")
 
Upvote 0
@ Sam_NY


Book1
ABCDEFG
1FYdonorIDGift AmtFirstGiftGiftNumber
22018111100112
3201922220002
4201911110002
5201911150003
620182225011
Sheet1


In G2 control+shift+enter, not just enter:

=SUM(IF(FREQUENCY(IF(ISNUMBER(MATCH(IF($A$2:$A$6=2019,$B$2:$B$6,""),IF($A$2:$A$6=2018,$B$2:$B$6),0)),$B$2:$B$6),$B$2:$B$6),1))
 
Upvote 0

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