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

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 CSV^A 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. ​​

Related Articles

How to get the contribution totals for a single batch organized by fund