I'm trying to figure out if there is a way to view and pull numbers of the demographic composition within the household. Our main priority is to get the number of adults, children, number of children under the age of five, number of members that identify by what race, and whether they were served within the fiscal quarter on the household record. Has anyone done this before? Would flow be the way to go? Any advice? We are using NPSP and Program Management Module @Salesforce.org System Administrators @Nonprofit Success Pack @Program Management Module (PMM)
Not related to how you get the roll up, just a piece of advice on the time dependency feature of counting adults and children. I would encourage you to store the estimated birth year rather than H. That doesn’t mean you can’t make it easy on your users. They can enter eight and you can internally convert that to the estimate estimated Year they were born. Or perhaps you actually just collect birthdates. The rollup should be based on how many people were born before certain dates and after certain dates and not on age age changes every year and birthdate doesn’t.
--Terry
