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Constituent Attributes in Analytics

Derrek Bentley (Past Member)
$organization

I am assuming the way to do this is perhaps through some of the Custom fields for constiuents in Analytics...but not sure how so looking for some potential insight.

We have an constuent attribute for School Division, so that we can easily see how much business all the schools in a Division have done with us...

Ideally, I would love to be able to pull this into Analytics and essentially have a widget that shows ticket counts/revenue, but then be divided by the School division attribute and therefore, group together all the schools properly. 

Currently, we have 40 different lists that group together the schools based on the attribute, run reports separately based on the lists, and then add everything up (very time consuming!).  So if anyone has any ideas on how or if attributes can be pulled directly into Analytics, that would be amazing.

Thanks in advance

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  • $organization in reply to Katie Sewell

    Hi Katie,

    Derrek and I were able to meet up at TLCC in the Solution Center, and for his attribute, we went to the TX_ANALYTICS_DIVISION_ELEMENT system table and found the first Custom Category XX row without a definition. For Derrek that was Custom Category 01 in the Default Division. If you have more than one division, pick the Custom Category field for the division that intends to view this attribute in Analytics.

    • Update the data_select field to MAX(key_value)
    • Update the data_from to dbo.V_CUSTOMER_WITH_PRIMARY_AFFILIATES q join dbo.TX_CUST_KEYWORD t on t.customer_no=q.expanded_customer_no
    • Update the data_where to t.keyword_no=123 and change 123 to the keyword_no for the attribute you're interested in

    Once that's in place, the CONSTITUENT field for Custom Category XX in Analytics should reflect the value of that attribute for all your constituents. If you have trouble beyond this point, please open a support ticket with a link to this post.

    Many thanks!
    Chris

    		  

    Chris Wallingford
    Director, Business Intelligence
    Tessitura Network
    office: +1 888.643.5778 x553
    chris.wallingford@tessituranetwork.com
  • $organization in reply to Chris Wallingford

    Thanks Chris!  I had literally started drafting a response and you beat me to it.  Really appreciate your help with this, it is working great.