Question

Power Pivot - Beta Only (Power Users)

Answer 1

We added a beta of a power pivot function for campaigns, To beta test go to the campaigns tab in fundraising, select 2 or more campaigns in the top right campaign selection, click on load data and then on load pivot.

You can change around the groups by dragging different fields to the group box. You can move fields up or down with drag and drop. You only have to press Load Pivot again to reload with new groups.

More detailed instructions for regular users will follow iy"h.

Comments

This is great!

If I am grouping by Members.Code, and drag "solicitor" into the data fields, which campaign is it pulling the solicitor info from, assuming I selected multiple campaigns?

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Solicitor is currently account solicitor. We can easily add campaign solicitors too. Will add it later today iyh.

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Thanks.  Can you also add the ability to click to an account directly from the pivot table?

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Both are added. You can now click in the account. And you can chose Campaign Solicitor from list. If campaign had multiple transactions with multiple solicitors only one will come up.