Date and Time -- Analytics Functions

HI Sarah,

I appreciate your struggles around this and we'll definitely see some improved (simplified) methods for getting at these values in a future release. For the time being, the native functions for values like YTDSum do not support fiscal years, only calendar years. Rather than dig into those native functions here, it sounds like you're after a contribution amount for this fiscal year, compared to past fiscal years up to the same point in those fiscal year as we are currently.

This is a link to a sample dashboard. Save the file locally if you're accessing Analytics in a browser. If you're accessing it in the Tessitura application, then save it to a file location you can access from with RAMP. Then in Analytics, from the same Options menu where you select New Dashboard, select Import Dashboard, and then browse to this file. You'll get a success message for the import, and then the dashboard will throw a datasource error. To point it at your Contributions cube, click the "Contributions" datasource at the top, select Change Data Source, and then select MINN-Contributions. From that point it should populate the dashboard.

I had to use a combination of Fiscal Current Year Offset and Date filtering, on the values themselves, to limit each fiscal year's contribution amount to days in those fiscal years prior to today in those years. The pivot table has values for the current fiscal year and the prior 5 years. I've also included an indicator widget with an At-a-Glance Contributions style to it. showing the variance between the current and prior fiscal year to date, and a secondary value that is the current fiscal year total.

Best,
Chris

HI Sarah,

I appreciate your struggles around this and we'll definitely see some improved (simplified) methods for getting at these values in a future release. For the time being, the native functions for values like YTDSum do not support fiscal years, only calendar years. Rather than dig into those native functions here, it sounds like you're after a contribution amount for this fiscal year, compared to past fiscal years up to the same point in those fiscal year as we are currently.

This is a link to a sample dashboard. Save the file locally if you're accessing Analytics in a browser. If you're accessing it in the Tessitura application, then save it to a file location you can access from with RAMP. Then in Analytics, from the same Options menu where you select New Dashboard, select Import Dashboard, and then browse to this file. You'll get a success message for the import, and then the dashboard will throw a datasource error. To point it at your Contributions cube, click the "Contributions" datasource at the top, select Change Data Source, and then select MINN-Contributions. From that point it should populate the dashboard.

I had to use a combination of Fiscal Current Year Offset and Date filtering, on the values themselves, to limit each fiscal year's contribution amount to days in those fiscal years prior to today in those years. The pivot table has values for the current fiscal year and the prior 5 years. I've also included an indicator widget with an At-a-Glance Contributions style to it. showing the variance between the current and prior fiscal year to date, and a secondary value that is the current fiscal year total.

Best,
Chris

Chris Wallingford This is very cool thanks!  This is working very nicely in my analytic environment as well.  

Thanks Chris - this is a great addition.   A very quick question - once the values roll over the 1 million mark we're seeing values rounded to the nearest million in the graphical widgets.    There's a pretty big difference between 1,000,100   and 1,999,900  and we really need this to be shown on the dashboard widgets in order for them to be useful in monitoring progress.   Can you point me to where the settings for this range rollover are please.

Chris Wallingford This is really helpful! How would you show contributions that came in for the current FY prior to the FY beginning?  I filtered the dashboard for a singular fund and have found that the total doesn't match our FY total for that fund because it's not counting contributions that came in before the first week of the FY. Thanks!

Hi Alison,

Edit the widget(s). For each of the "Values", hover the mouse over it and click the 123 that appears. This opens the number formatting options. Deselect all the abbreviation options. Then click OK and when done with all the values, click Apply to save the widget.

Hi Madeline,
This is a really great question. Thank you! When I filtered the values on Fiscal Current Year Offset, that based on the FY that the Contribution Date is within, and you're needs are more aligned with filtering on the Campaign Fiscal Year of the contribution, regardless of the contribution date. We don't currently have a Fiscal Current Year Offset field for the Campaign Fiscal Year (yet, because now I want one), but what we can do is replace the Fiscal Current Year Offset filter within each value to the specific Campaign Fiscal Year. Then we'd also extend the contribution date filter that's on each value to look back not 1 year from today in each fiscal year, but maybe closer to 2 years back to pick up those early contributions.

I've updated the dashboard linked above with a duplicate pair of widgets that report on the contributions in this way. You'll notice that in the pivot table we now have fiscal weeks that are after the current fiscal week, but, they are from contributions in the current campaign fiscal year, that have contribution dates in the prior fiscal year. For me, the indicator widget also jumped way up, to a highly positive variance (yay! #itsjustsampledata) as it picks up those contributions the original widgets left out.

Also, just for some awareness and familiarity, you can watch how I made the first few changes in this video.

Best,
Chris

Thank you, Chris! This is exactly what I was looking for, and the additional edits you made for Madeline were incredibly useful as well! I'm looking forward to simplified YTD functions in future releases  

Thanks again, 

Sarah

Thank you! This is great (and it helped me update another dashboard that I was working on too).

Hi! I'm working on a dashboard that needs a similar filter that looks at contribution data for last FY through today's date of last fiscal year. I've tried accessing the dashboard sample above, but they say they've been removed and are no longer accessible. Is it possible to re-access these dashboards? Or have there been updates (since this conversations appears to have started two years ago!) to how to look at a prior fiscal year's contributions through a specific date? Thanks for any thoughts!

Hi Erin,

Thanks for letting me know. Here's the dash and video. I'll update that post as well:

At_2D00_a_2D00_GlanceContributions.dash

Thank you so much, Chris! I'm able to open everything and import it into my Tessitura, and I'm excited to see how this all works within my dashboards!

Hi Chris, do you know where I might find more help documentation about the advanced filters you used for the dates here? Specifically I'm looking for an explanation of the last/count/offset fields?

Nevermind - I found this post very informative!