Membership - next level visualization?

Hi Siorna,

I happen to have a few examples of this handy to get you started. Sunbursts, Trees, and Pivots are all good for showing a hierarchy of information - in this case a hierarchy of one set of memberships and their resulting memberships. The Scatter Plot can also give you a sense of migration.

Sunbursts are fun for mousing over and traversing the hierarchies / paths that result from your data:

In the Tree and Scatter, the size of the blocks/dots is based on the count of constituents, while their color is based on the variation in Membership Amount between the originating and subsequent memberships where the greater the decrease, the more red, and the greater the increase, the more green.

If you decide to import this dashboard, you'll need to click on the data source at the top and change it to your own Memberships cube (let me know if you need instruction), and then update the dashboard filter to a Membership Organization of your own.

Best,
Chris

Wallingford - you've just blown my tiny mind (again).  I'm hovering over this board with my development team now!

Chris, 

You absolute legend. This is exactly what we were looking for - particularly the starburst. I'll try the dashboard and feed back. 

Thank you so very much. 

Hi Chris, 

Its working really well for us. Thank you so much. We're testing with the wider team tomorrow. Quick question. Is there an easy way to change the revenue to £ instead of $. 

Many thanks,

Siorna  

Yes, Siorna,

https://www.tessituranetwork.com/Help_System_v150/Content/Tessitura%20Analytics/Designing%20Dashboards/Formatting%20Numbers.htm

Scroll to #3, "To display the field values as currency, change to the Currency tab."

Best,
Chris

Thanks Chris, Apologies this now seems so basic! 

Siorna 

Hi Chris, 

We've been using the scatter plot dashboards to understand the movement of members from one level to another last month (in September)  and two queries have been thrown up. 

When our champion members stay as champions the green bubble's Membership Variance Amount indicates an increase in money, even though they have not moved or were charged more money (image below). The amount has been redacted below.  

When our Discovery members stay in Discovery the red bubble's Membership Variance Amount does not have a minus. We assume this means we lost money, but they have also stayed in the same level 

Any thoughts on why this might be? 

Many thanks for any suggestions. 

Siorna 

Hi Siorna,

Two thoughts for you. The first is that you could set up a pivot table widget on this dashboard with:

• Constituent Display Name
• Membership Level
• Next Membership Level
• SUM Amount
• SUM Next Amount
• Variance Amount (as SUM Next Amount - SUM Amount)

Then click on any of the scatter dots you're curious about to see the details of that dot in the pivot table.

The other thought is just something to help with the conditional coloring. I accepted a default setting where it colored based on the range of values. Meaning that something <0 could be green and something >0 could be red depending on the data from one moment to the next.

You probably want to change that to a conditional color coding where <0 is always one hue and >0 is another. Ditto for the Tree Map.