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Hello! In this video, you'll learn about using custom formulas in the Fundraising Intelligence module. In this example, we'll build a single pivot table to see a few donation metrics by month. We'll be adding formula values to a data table, but custom formulas can also be added to other chart types. To start, let's add a row for donation date grouped by month. Next, we'll add a value for the total donation amount. Now, let's add a few custom formula values to dig deeper. We'll click to add a new value, and instead of adding a data field, click the function icon to open the formula editor. The formula editor has two very helpful features. First, you can search and select acceptable data fields, as well as functions. Second, you'll only be able to save a valid formula. This is a helpful step to ensure your expression syntax is correct. For the first formula value, let's show the donation amount of just recurring donations each month. To start, search and select donation amounts "some"....
