Gifts and Grants by Year

Gifts and Grants by Year

This chart provides a side-by-side comparison of your Gift and Grant amounts for each year.

Data Grid Setup

In the Fund Management module, create and save a Data Grid view that contains (at least) the following:

Table: fund,funddetailhistory

Columns:

• (Fund) Fund ID
• (Fund) Alpha Sort Name
• (FDetail) Tran Type
• (FDetail) Date
• (FDetail) Amount

Selection:

• (FDetail) Tran Type: From GI through GR
• (FDetail) Date: Enter desired date range.

Chart Setup

1. Open the appropriate Data Grid view and click the FIMS Chart It button.

2. On the Data tab, do the following:

• Add the Amount data field to the chart.
• In the Group By and Display drop-downs, select Date.
• Select the Enable Compare checkbox.
• In the Compare By and Display drop-downs, select Tran Type.

  Data Tab
  

3. On the Group By tab, select the Year checkbox in the For Dates, Chart By section.
Group By Tab

4. Click the Chart button. 

Finished Chart

This chart uses the following settings:

• 3D.
• Legend (used the Data Editor to change the labels in the legend).
• Fill Scheme set to Gradients (via Series Properties).