Short version of the question: "How many (and which) of our constituents visited more than X times within Y time frame?"
Is it possible to craft a report using the stock options to answer the query "Given the list of attended constituents within a given time frame, find me all that have visited more than three times, or four times"?
We're looking to see if we can generate lists of the folks that have visited more than a set number of times, and reach out to them for potential membership/membership upgrade opportunities. At this time, I can get a widget to display, within a certain time frame, which days any given constituent has attended. This is good! But, I'm looking for a way to have a report pull in the matching constituents (ones who have visited > 3 times, for instance), then use that to generate a list.
Is this doable with the stock array of options for filters? Or would we have to run the report for a given time frame, pull it into Excel, then weed out those without the necessary conditions?
Any help would be appreciated!
Hey Nathanael,
I feel like this is doable. I'm trying to figure it out on my end as I know our Marketing department would probably like an RFV table to make lists from for shows. I'd also suggest posting this out in the analytics and reports forums as well. If I figure something out, I'll let you know.
- Chris C
I was able to figure out something usable!
Using a column chart, category = Current Membership Level, Values = "# of unique performance ID", and Break By = "Constituent ID", I was able to piece together what I needed.
It's a bit clunky, as I can't auto-pull it to a list, because when I zoom in to any particular Column, it pulls up ALL constituents of that Membership Level. I haven't found a way to combine all the constituent IDs that meet the criteria, then Zoom in to them, to create a list. Either way, let me know if you find anything that's easier! I appreciate the reply.
Have you tried making it jumpable to the _Constituent dashboard?
I did, yes.
Each bar represents a Membership Level, so when I jump to the _Constituent dashboard, it pulls up ALL constituents with that Membership Level, rather than all constituents represented by the original widget.
I haven't found a way for Analytics to combine the Constituents that meet the widget's criteria into one column, to then jump to the _Constituent dashboard, to then make a list.
Have you tried shifting to a pivot table? I just tried emulating yours in pivot table. For row, you would have constituent ID and membership level. Values would be your # of unique Performance ID. Columns would be by attended calendar month. You could then make a widget filter using attended date date and use that to break it down into time frames you'd like to see.4186.TotalVisits.dash..dash..dash
I included a copy of the dashboard I just threw together. It's not pretty.
A Pivot Table can work to display the information, for sure. I'm finding the same issue when I work it out, however- I can drill into each constituent individually, however I would want a list of all constituents returned by that report.
I also forgot to make it jumpable to _Constituent. Sorry.
I'm going to noodle this over a bit. I think all the pieces are there. We just need to make some conditional formulas that would make it all work is my guess.
Thanks! I'll keep poking at it. I'll post any breakthroughs that I have.
I think you're right- we've got all the pieces, we just have to figure out how to fit them all together.
I've done some experiments with putting RFV Decile Rankings on Customers as ranks. (Prior to having Tessitura Analytics) I eventually discovered that it was probably best to do this by constituent type. So I was answering the question of corporations what are the top 10% of organizations by Dollar value. What are the top 10 percent of individuals from a recency point of view? I'm wondering if this would be best done in the finance cube so we are looking at the "total value" of any given constituent, rather than just tickets or contributions.