5 Replies Latest reply on Sep 9, 2013 8:19 AM by Mark Palmberg

    aggregate measure from different sources

    Mark Palmberg

      Hi.

       

      I have two source files. One contains outright gift data at the gift/date level for a number of donors. The other file contains planned gift commitments, again at the gift level. Some of the outright gifts are booked payments toward planned gifts (identified in the outright gifts file as Application = "Planned gift").

       

      What I would like to calculate, if possible, is an overall commitment amount per individual, which would be the (sum of outright gifts where Joint = "Primary") + (sum of planned gifts - sum of outright gifts where Joint = "Primary" and Application = "Planned gift").

       

      I took a stab at this in the attached .tbx but can't seem to make it work.

       

      Thanks!