PBI Dashboard that includes Non-Donors

Mark Warner

I've created a Power Bi dashboard of board giving and now would like to include board members who have not made a gift yet this year. However, I'm not sure how to tackle this problem or how to start. Would I need to create an additional measure o ra new table? Thank you for pointing me in the right direction! Mark

Rebecca Sundquist

@Mark Warner, you should be able to accomplish this with a new measure. @Alex Wong has shown our user group how to filter the records in the Constituent table as part of a CALCULATE() measure focusing on those with or without giving. He demonstrated using this method to calculate retention rates and LYBUNT counts.

Here is an example.

Constituents w No Gift in Year = CALCULATE(COUNT('Constituent (all)'[constituent_id]), filter('Constituent (all)', ISBLANK([Total Gift Amount])))

Note that this references another measure [Total Gift Amount], which you've probably created and given another name. Calculate the Count of Constituent IDs from your Board Member list and filter this calculation to only the Board Member records that have no giving, i.e. ISBLANK([Total Gift Amount]). This calculation assumes that you are displaying the fiscal year on the view or filtering the view to the fiscal year of interest, to set the time period for the absent Total Gift Amount.

If you have yet another measure already calculated for the total giving in the prior year, then you can calculate LYBUNTS by checking for board members with giving last year and nothing this year.

Count LYBUNTS = CALCULATE(COUNT('Constituent (all)'[constituent_id]), filter('Constituent (all)', ISBLANK([Total Gift Amount]) && [Total Gift Amount Prior Year]>0))

Here's a link to the User Group meeting where we talked about Retention/Recapture/Acquisition. Alex demonstrated the calculated measures. November 2023 - Power BI User Group Meet-up - Blackbaud Community

Alex Wong

@Rebecca Sundquist
I think it's the december session that we talked about this, this is the link, however, I think Erik cropped my session to protect some of the data privacy stuff that I may have accidently shown.

https://community.blackbaud.com/events/item/66/4106

Mark Warner

@Rebecca Sundquist I eventually found this option and it worked perfectly. Just had to right click!