We have just started learning Analytics, and I'm wondering if anyone can help with something that I've been struggling with for a couple of days. I'm looking for a way to compare where are our fiscal year totals as of today (5/14/2019) vs last fiscal year's total (as of 5/14/2018). For right now I'm just trying to create a simple pivot in the Contributions cube for a particular campaign category, sum on Contribution Amount. Please let me know if anyone knows how to do this.
Thank you!
Hi Stephen. Have you tried Chris Wallingfords dashboard here https://community.tessituranetwork.com/tessitura_software_forums/f/tessitura_shared_reports-9/21995/date-and-time----analytics-functions and filtering it by Contribution Date (Fiscal Week of Year)?
Extremely helpful! Thank you, Heath, for pointing me to this.
Amy time. It's a great board to stay with for teaching Analytics to Dev. and great for drill downs.
RAMP customers probably won't be able to do this, but I've added a custom column to the CONTRIBUTION DATE table of the Contributions cube in our DEV environment which serves as a flag for whether the date counts for Fiscal Year-To-Date. The code for the new column is:
AddYears(CurrentDate(),[Fiscal Current Year Offset])>=[Date]
As you can see, it returns true if the current date adjusted by the Fiscal Current Year Offset is greater than or equal to the date being checked. Now if I want YTD values, I just filter by whether that column is true. Initial testing looks good, it's very easy to use, and it would also be really easy to roll something like this out in an upcoming release.
(Cross-posted on the discussion Heath linked to.)