Gift Aggregation

Reuben Schmitz
Reuben Schmitz
Fourth Anniversary Kudos 2 Name Dropper Participant
in SKY Developer General Discussions

Is there a sample flow someone could point me to or a process to include gift aggregation into a report using Power Automate? Ideally, I would like to be able to add a tile with gift totals for each of the past 5 years.

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  • Matt Thacker
    Matt Thacker
    Fourth Anniversary Kudos 3 Name Dropper Participant

    @Reuben Schmitz

    Okay, here's how i produced it:

    I initialized a float variable. Used the List Gift action and populated just the Constituent ID. Then I incremented the variable with the gift amount. You should be able to then use the stored value of the variable. Hope that helps!

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  • Heather McLean
    Heather McLean Blackbaud Employee
    Eighth Anniversary Kudos 5 Name Dropper Participant

    @Reuben Schmitz -

    Matt shared a way to create the aggregate total in a flow. What's your vision for how this is displayed on the constituent record? I've seen customers store these as custom fields, or displaying a list in a SKY Add-in Tile, or even a Power BI dashboard in a Tile that shows a line graph of giving by year.

  • Reuben Schmitz
    Reuben Schmitz
    Fourth Anniversary Kudos 2 Name Dropper Participant

    My goal is to create a tile that displays historical giving information for each of the past 5 years. I know how to create the tile, but am not sure (and have not tried) to add multiple information bits into a tile. If you have an example or instructions how to do this, that would be much appreciated.

  • Amanda Holt
    Amanda Holt
    Ninth Anniversary Kudos 1 Name Dropper Facilitator 1

    Trying to use the suggestion from @Matt to pull the total given in a year into my gift digest list.

    Instead of creating a total for each constituent in my gift list, it is creating a running total for the entire gift list.

    This is the section of my flow that is pulling the total amount given by each constituent.

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    It is finding the correct number of gifts for each constituent.

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    But the output is a cumulative of all the constituents (not just the one selected).

    Does this make any sense? I can provide more screenshots or information if needed.

  • Stacy Cope
    Stacy Cope
    Fourth Anniversary Kudos 2 Name Dropper Participant

    Hi @Amanda Holt ! At the end of the process inside your Apply to each, you need to add a “Set variable” action and set the variable back to 0 before the flow goes on to the next constituent. This will need to be outside the Apply to each (gift) you have shown here but inside the Apply to each (constituent) that I assume is earlier in your flow.

  • Amanda Holt
    Amanda Holt
    Ninth Anniversary Kudos 1 Name Dropper Facilitator 1

    Thank you @Stacy Cope! Resetting the variable worked and the totals are now displaying correctly.

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