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!
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!