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Calculating year-to-date for current year for an individual donor to include on a receipt

Question asked by JoRo on Oct 10, 2013
Latest reply on Oct 10, 2013 by philmodjunk

Title

Calculating year-to-date for current year for an individual donor to include on a receipt

Post

     I am using FileMaker Pro 12's Starter Solution for Invoices as my model for building the donation and donation receipt section of our database. It is working well, however, I need to include our donors' year-to-date gifts on each receipt they receive. I've checked the forum for calculating year-to-date, but I haven't found one that allows year-to-date based on the current year per individual donor. I have the following tables:

     Contact - information about the individual or donor organization including name, address, etc.

     Donation - this table includes the information for the donation such as receipt number, date, total amount, payment method etc.

     Donation Data - specific line items for the donation. Much like an invoice or regular order, our donors can give to multiple projects in one donation. This table is linked to the Donation table via the Donation ID field.

     The Starter Solution for Invoices includes a calculation that allows a sum total by contact when a portal showing Donations is used from the Contact table. (Screen shot provided.) I redesigned my receipt and based it on the Donation table, using a portal for the donation data. I included the Total Donations | All field on the receipt and (amazingly) it appears to be working. However, I need some help limiting the calculation to the current year. I'm assuming you use a get year function, but I don't know how or in which order to add it to the calculation.

     Any suggestions offered will be very much appreciated!

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