PSFS Offering - Contribution List: How to get fund totals for a certain date range using an Excel pivot table

How to get fund totals for a certain date range using an Excel pivot table

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  1. First, go to the Offering Module and the Contribution List tab.
    • Select your date range.
    • Click View Contributions to generate the results.
    • Select Export to CSVA to export the data to excel.
  2. In Excel, highlight your data and choose Pivot Table from the Insert tab. 
  3. In the PivotTable Field List on the right, do the following:
    • Put Posting Date under Column Labels.
    • Put Fund under Row Labels.
    • Put Amount under Values (it will appear as "Sum of Amount"). ​ 

To Group By Year:

  1. Right-click on your first date (this should be in cell B4) and choose Group.
  2. Deselect Month and choose year.
  3. Then click OK.

    This will display the three-year totals for the various funds. Alternatively, you can do Quarters or Months in #2.


    Switching out Funds in the Row Labels for Name will show how much each family gave yearly, quarterly, or monthly depending on which grouping is selected: How do I create a 3 year summary of family's giving history per year?

 

This is a powerful tool that you can use to display many different results based on your data. ​​


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