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List that combines "opportunities" with "giving history"

Eric Greenberg

Hi! I am looking to pull a list that details a donor's “opportunities” (does not have to include details) along with the donor's giving history (ie. lifetime giving, last gift date…etc.). My goal would be to pull a list of all donors along with a list (column) that states which opportunities are assigned to them - which I can then filter. If this doesn't exist, it certainly feels like it should. Any help on how to do it would be greatly appreciated. Thank you!

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Comments

Dan Snyder

@Eric Greenberg There is no out of the box way to do this using webview lists, you would have to pull the donor data with one list and the opportunities with another and combine them using vlookup or Power Query. I am not sure I completely understand what you are looking to do with filtering the opportunities column though. Can you expand on that a bit more? Are you just looking for the total ask amount of active opportunities and filter based on the amount or something else?

Madeleine Holdsworth

@Eric Greenberg
You can do this in database view with query, but the giving history info will repeat on each row. Or you can take the query into export for a cleaner result.

Alex Wong

@Eric Greenberg
what you are trying to do can only be done custom. Either export data from dbview or use SKY API to pull the data, then use Excel, Power Query, and/or Power BI to create the custom report.