Hi folks,
Hoping for some insight again with Analytics! We are a Museum and a super important metric for us is tracking attendance and revenue year-to-date over year-to-date. Our fiscal starts April 1, so essentially, measuring April 1 to today, 2019 vs. April 1 to today, 2018. Is there a way to setup widgets to do this automatically? Essentially, to always look for data from April 1 to today and then match the dates for the previous year?
I know I can filter by month or by day...so hypothetically I could, daily, update the filter to add the next day I need; however, I am hoping there is some type of relative option that might work so that this adjustment always happened automatically when a new day starts.
Simply put, I want a widget that shows me a specific production season's sales from April 1, 2019 to today. And then, if possible, have it also compare that data to April 1, 2018 to the same date as today in 2018,
Hi Derrek!
Perhaps something like this could work... A bar chart or column chart, where Category is Attended Date Fiscal Period, Values is either Total Ticket Amount Paid or Attended Count, and Break By is Attended Date Fiscal Year. As for the dynamic part, set a dashboard filter or widget filter for Attended Date Fiscal Year to Time Frame > This & Last Year or This & Last 2 Years.
The result should be 12 months across the bottom, and each month has 2 or 3 bars (one for each fiscal year) so that you can see a each month and how it looked in all fiscal years.
Fiscal Years and Fiscal Periods are defined in TR_BATCH_PERIOD, and in your case you should have April as period 1 every fiscal year, May as period 2, etc. You could also use Attended Date Calendar Month Sort if you prefer that instead.
-Michael Flaherty-Wilcox, Tessitura Network
Thanks Michael! This has been helpful!
Where I am still stuck a bit is on the current month comparison. Does anything come to mind in terms of showing the current month 'to-date' with the exact same period from the year before? Right now it compared June 1-18, 2019 compared to June 1-30, 2018 (ideally, we would want this to be June 1-18, 2018).
This will get easier in a future release, but for now, here's a similar post regarding weeks instead of months:
https://community.tessituranetwork.com/tessitura_software_forums/f/tessitura_shared_reports-9/22047/analytics-weekly-sales-contributions/63423#63423
Adapted to use Month and Day of Month, it should produce month-to-date results.Best,Chris
Chris Wallingford Director, Business Intelligence Tessitura Network Office +1 888.643.5778 ext 553 chris.wallingford@tessituranetwork.com Tessitura Learning & Community Conference July 28-August 1, 2019 #TLCC2019
Thanks Chris! This is a good start, I will start working at this and post again later once I have some success or get stuck (ha!). Looking forward to the future release where this will get a bit easier. I am sure we aren't the only MZA where this will be a key metric.