How to Determine If Donating to One Cause Led to Long-Term Donating?

[LPax11]

I've been tasked with determining if giving to one non-profit fund, Dollar Club (or "DC"), has led donors to give regularly to the General Fund (or "GF"). I've pulled a lot of data, but I'm not sure where to start to get the end product my company is looking for.
I'm currently using Mac OS, Excel 365.
I've pulled these reports: DC first date giving; GF first date giving; and GF all giving. All four reports contain the same headers (there are others too): Name; Campus; Individual ID; Family ID; Category; Date; and Amount. For the end product, I will be using the Family ID so that donations by multiple individuals within the same family all contribute to the results.
I have a spreadsheet with three tabs where I dropped data from the reports pulled: DC 1st Transaction; GF 1st Transaction; and All Transactions - GF. Due to the amount of data pulled, the All Transactions - GF tab is the result of individual .csv reports I saved to a folder, and then used Power Query to create the spreadsheet tab with the combined data from September 2019 to the end of January 2024.
I know part of determining if DC giving leads to long-term GF giving, donors' first DC giving date needs to be before their first GF giving date. I also need to show if GF giving has remained steady once the DC donors started giving to GF.
Ideally, I also need to create a dashboard to visualize by month the number of GF donors who remained steady in their giving.

Here's a mini-sheet with example data of one of the tabs (Dollar Club Giving):

Dollar Club Example Sheet.xlsx
	I
9
Dollar Club

I know this is a lot. Thanks in advance for any help!

 

[KRice]

Welcome to the MrExcel Forum. Could you try reposting your example...I see only a single cell (I9).

 

[LPax11]

Welcome to the MrExcel Forum. Could you try reposting your example...I see only a single cell (I9).

Oops, thank you for pointing it out. I’ll repost on Thursday when I'm back at work.

 

[LPax11]

Welcome to the MrExcel Forum. Could you try reposting your example...I see only a single cell (I9).

Sorry for the delay. Here's the mini sheet:

Dollar Club Example Sheet.xlsx
	A	B	C	D	E	F	G
1	Dollar Club Giving
2
3	Name	Campus	Individual ID	Family ID	Category	First Date	Amount
4	Smith, John	Main	1	101	Dollar Club	9/5/19	$ 1.00
5	Doe, Jane	South	111	102	Dollar Club	4/26/20	$ 20.00
6	Munny, Owen	Northwest	115	103	Dollar Club	10/6/19	$ 5.00
7	Zaster, Dee	North	128	104	Dollar Club	9/7/19	$ 2.00
8	Bird, Earl E.	East	145	105	Dollar Club	1/23/22	$ 4.00
9	Gater, Ally	North	208	118	Dollar Club	1/17/21	$ 10.00
10	Needham, Dewey	South	4	120	Dollar Club	3/29/20	$ 250.00
11	Key, Don	East	218	121	Dollar Club	8/22/21	$ 5.00
12	Graves, Doug	Main	228	122	Dollar Club	9/8/19	$ 20.00
13	Fant, Ella	Main	244	125	Dollar Club	10/6/19	$ 5.00
14	Cited, Felix	North	262	127	Dollar Club	8/16/20	$ 100.00
15	Walker, Jay	Northwest	274	129	Dollar Club	10/6/19	$ 5.00
Dollar Club

Cells with Conditional Formatting
Cell	Condition		Cell Format	Stop If True
C4:C15	Cell Value	duplicates	text	NO
D4:D15	Cell Value	duplicates	text	NO

 

[LPax11]

@KRice, I'm reposting to see if you or anyone else has suggestions.

I provided a mini-sheet in the previous post. As a reminder, here's the original request:

I've been tasked with determining if giving to one non-profit fund, Dollar Club (or "DC"), has led donors to give regularly to the General Fund (or "GF"). I've pulled a lot of data, but I'm not sure where to start to get the end product my company is looking for.
I'm currently using Mac OS, Excel 365.
I've pulled these reports: DC first date giving; GF first date giving; and GF all giving. All four reports contain the same headers (there are others too): Name; Campus; Individual ID; Family ID; Category; Date; and Amount. For the end product, I will be using the Family ID so that donations by multiple individuals within the same family all contribute to the results.
I have a spreadsheet with three tabs where I dropped data from the reports pulled: DC 1st Transaction; GF 1st Transaction; and All Transactions - GF. Due to the amount of data pulled, the All Transactions - GF tab is the result of individual .csv reports I saved to a folder and then used Power Query to create the spreadsheet tab with the combined data from September 2019 to the end of January 2024.
I know part of determining if DC giving leads to long-term GF giving, all donors' first DC giving date needs to be before their first GF giving date. I also need to show if GF giving has remained steady once the DC donors started giving to GF.
Ideally, I also need to create a dashboard to visualize by month the number of GF donors who remained steady in their giving.