Power bi: gift field

Veronica Krivis

Do you know which field links the pledges with payments? I need this because I have some records with more than 1 pledges with the same appeal and fund but different dates.

Alex Wong

@Veronica Krivis
You need to use Gift v2 API for getting installments and payments. Unforunately, you can only get ONE pledge at a time, the best way to handle using these data in power bi is save the data somewhere first (i.e. SharePoint list, excel, sql database, etc) and then consume by power bi

https://developer.sky.blackbaud.com/api#api=gft-gifts&operation=GetInstallments

Keep in mind:
1 Pledge can have multiple installments
1 installment can have multiple payment to pay it (and the payment can be “real” payment or write off)
1 payment can be applied to multiple installments (even installment from a different pledge)

you will need to keep the above relationship between pledge, installment, payment (and write off) in mind to do good power bi.

Veronica Krivis

@Alex Wong
Thank you!!

Matt Thacker

Hey @Veronica Krivis, this is now possible to get from the standard connector, but I just published this update about 3 months ago. So, if the Power BI Connector you set up is older than that, you'd need to download the newest version of the connector from GitHub.

There's now a field on the Gift table titled linked_gifts.

Alex Wong

@Veronica Krivis
the linked_gift field will only display for pledge payment, showing the pledge's system record id, which may be good enough for some reporting need. However, it doesn't show on a pledge gift record for which payment (or write off) is paying the pledge.

linked_gift also doesn't give enough details for good reporting, as it only tells you the pledge the payment is paying, but doesn't tell you anything else (i.e. doesn't tell you how much of the payment is paying which pledge, if there are more than one pledge being paid for the single payment).

so i guess the question is, what are you trying to report?

Veronica Krivis

@Matt Thacker
Thanks so much!!