Number of Grants and Total amount by year since founding

Sheree Norton

Help! I need to create a graph that shows the number of grants and total amount granted by year since we were founded (1959). I'm stumped. Do I have to do this by year or does anyone have any tips?

Justin Finighan

Hi Sheree,

I think it is difficult to get the number of grants and the grant amount by year in the same graph in BBGM. It is easy to do a separate graph for number of grants, and then amount granted. If you really need the number and amount granted by year in the same graph, I would export a view of all your approved grants and use Excel to give you that graph.


Note that if you have a column for each year, you will have about 63 columns! (assuming you approved grants in every year).


Happy to help out if needed with any of these options.


Cheers

Justin

Sheree Norton

Thanks, Justin. You are always so helpful. Separate graphs are definitely the way to go. Is there a way to query for the data in GIFTS and have it display in summary form by fiscal year so I don't have to do 60 queries [or 120]?

Justin Finighan

Hi Sheree,


The query will be Disposition is Approved - this will give you all the Request records you need for the chart.


For the number of Grants by Fiscal Year your chart settings would be:

Value Charted - Aggregate = Count

then

Group By - Category = Request, Column = Fiscal Year

In the next page of the chart configuration process you can select Show X Axis Item Labels, and becuase you will have so many columns, you will probably want to set X Axis Item Label Rotation to 270 or 90 (your preference).


For the total amount granted by fiscal year, follow exactly the same steps except for:

Value Charted - Aggregate = Sum - and then you have two additional values to complete . . .

Category = Request

Column = Grant Amount

For some foundations, there is an additional graph of interest - average amount granted by fiscal year, which will show you the trend in grant sizes over the life of your foundation. Configuration is the same as per the amount granted by fiscal year, except that for the Aggregate, choose Average.


Cheers

Justin

Sheree Norton

Wow! You’re the best. I was just sitting here with an excel sheet sorting by fiscal year. I ran one query for all approved and included the fiscal year in the view so I could export and sort. That worked beautifully. Thanks again.


I'm attaching a copy of the dashboard version.

Doc1.docx

Jane Van Ingen

Justin:


I've been wondering idly how this could be done in BBGM when I stumbled upon your discussion with Sheree. Is this solution in SKY View?


Thanks,

Jane

Justin Finighan

Hi Jane,

Yes this can be done in SKY. See attached sample.

Cheers

Justin
X axis label rotation 90.PNG

Stephanie March

I need to do something similar to Sheree. Thank you for your tip, Justin!