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How to match donor data from year to year (ID Number and Associated Data)

  1. #1
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    How to match donor data from year to year (ID Number and Associated Data)

    I need to compare donor data from year to year and need to align them on a spreadsheet. For example, now I have the following:


    Right now it looks like:

    Column A Column B Column C Column D
    2013 Donor 2013 Gift 2014 Donor 2014 Gift

    J Smith 1500 C Hendricks 500
    L Givens 700 J Smith 700
    C Hendricks 2400 L Givens 3800

    I need it to look like:

    J Smith 1500 J Smith 700
    L Givens 700 L Givens 3800
    C Hendricks 2400 C Hendricks 500

    I need to track the donors from year to year (side by side) with their gifts for each year. Can this be done?

    I need to be able to see what John Smith donated in 2013 and 2014 without searching through the columns. I have over 2,000 so any help would be greatly appreciated.

  2. #2
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    Re: How to match donor data from year to year (ID Number and Associated Data)

    Not sure if this will format correctly but here is what it currently looks like:

    2013 Donor 2013 Gift 2014 Donor 2014 Gift
    129245 $185,979.02 139045 $300.00
    120108 $51,600.00 129245 $215.00
    139045 $51,300.00 120108 $5,100.00
    120234 $40,800.00 121147 $11,711.00
    121147 $40,175.00 120234 $6,700.00
    118060 $39,000.00 116904 $7,300.00

  3. #3
    Administrator FDibbins's Avatar
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    Re: How to match donor data from year to year (ID Number and Associated Data)

    To best describe or illustrate your problem you would be better off attaching a dummy workbook. The workbook should contain the same structure and some dummy data of the same type as the type you have in your real workbook - so, if a cell contains numbers & letters in this format abc-123 then that should be reflected in the dummy workbook.

    To attach a file to your post,
    click advanced (next to quick post),
    scroll down until you see "manage file",
    click that and select "add files" (top right corner).
    click "select files" find your file, click "open" click "upload" click 'done" bottom right. click "submit reply"

    Once the upload is completed the file name will appear below the input boxes in this window.
    You can then close the window to return to the new post screen.
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    Regards
    Ford

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