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Exporting and Reporting on Proposal Original Ask Amount

Dan Snyder

We have a new SVP and she would like to see the Original Ask Amount value from proposals so she can track what we projected at the beginning of the fiscal year vs. what we are projecting as we are towards the end of our FY in the spring. I said, oh yeah we can get the original ask amount from the proposals forgetting that you can only get that from an export in database view which gives you every single proposal on a constituent's record, ahh?.

Anyway, I was wondering if anyone has a trick to get a row for each proposal vs. each constituent? I know some time intensive and manual ways, but if there are Excel gurus out there who have done this in a more automated way I would love to hear your approach. Bonus points if the solution is in Power Query. I also attached a file that has the export layout (row per constituent) and the ideal layout (row per proposal).

Also, vote for the idea to have original ask amount as a column option in opportunity lists in NXT.

Proposal Export Sample.xlsx

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Comments

Elaine Tucker

Create an proposal import file from dbview - admin-constituent-proposal. When I did my proposal updates for ask amounts I started with the file that was created from that and then updated in excel and imported back in.

Deb Dressely

I've used a database query with criteria of date asked ≥=01/0/2020 (or you could use date added ≥=) and then in the output include date asked/expected/funded and amount asked/expected/funded and status along with constituent id, constituent name, proposal name. It will give you a row for each proposal. You can then further filter by date or status to suit your needs.

Jeannie Goings

Hi, Dan.

On the Excel side you could use an array formula that points to Original Ask Amount and Proposal Inactive. Original Ask Amount >0 and Proposal Inactive = False. Not a perfect solution, but it will isolate what you're after. If set up correctly you should be able to change the reference columns. I did a quick search for a video explaining this, perhaps this will help.