Budget Amount not showing what is expected

Hi Terry,

Your formulas need a correction. I’ll jump on you support ticket. 

Thanks!

Hi, Chris- 

I've replicated this and swapped production season with performance.

On a few performances, the budget amount is being duplicated. For example, the budget is showing $200,000 for each performance, where it should be $100,000 for each of the two performances, for a total of $200,000. Both performances are on the same day, at different times, but within the same production season. They have the same performance name, so I added in performance ID to test, and am still getting the duplicated amount for both performances.

Is this something I should submit a ticket for, or am I simply overlooking something obvious?  

Thanks for your help!

Hi Rachel,

Yes, a ticket would be best at this point, please. Would you also "export" the dashboard you're working from, and attach it to the ticket. Please also include a screenshot of the results you're seeing - once we import the dashboard we won't see it with your data.

Thanks tons!
Chris

Will do. Thank you, Chris.

Terry Stevens

The screen I shared above is a piece of the formula editor screen.  Where the whole list of functions are listed and described.   I was poking around trying to understand how the functions language works.    

See Chris Wallingford notes below as a way to go forward.  Getting support on a ticket will be the fastest way to an answer for you.  

But, I do invite you to share some results here, so that we as a community can learn from the work you are doing.

Tom,  Chris did give me a solution and I will post tomorrow once I import the dashboard.  I had some formulas wrong which was what was causing the issue.  

Tom - I am still experiencing the same problem even after the fix from Chris.  I'm not sure if this is only a problem with our Analytics or not.  My ticket is still ongoing on this.  

Thank you everyone for all your help and a special kudos to Chris for giving me the final fix.  I have attached the final dashboard.  This is what we call our Daily Wrap report.  It shows ticket sales, budget to go and yesterday's sales.  

7776.TST-DAILYWRAP2020.dash

The issue I had was with the formulas.  Here is what Chris said:

I’m seeing a formula like this… simple [Total Budget Amount] in your dashboard.  

Changing that to SUM([Performance ID] , [Max Budget Amount]) seems to correct the problem in all the various places.

For Remaining Sales Needed, I adjusted it from SUM([Total Ticket Paid Amount]-[Total Budget Amount]) to[Total Ticket Paid Amount] - SUM([Performance ID] , [Max Budget Amount]), replacing the [Total Budget Amount] as above, and removing the initial SUM which is unnecessary. What’s inside the SUM formula is already two aggregated values.

I was having trouble after importing the dashboard Chris corrected because neither he or I realized he only fixed the top widget not the bottom.  Once I fixed the formulas in the bottom we were good to go. 

Thanks Chris and Terry for figuring this out! I would love to load Terry's sample that she linked to. Is there an easy way to do that?

Here's a link to a file with details:

https://community.tessituranetwork.com/topical_groups/tessitura-analytics-for-fundraisers/m/files/57414

Thanks!

Thanks for sharing! 

I'm digging in trying to understand why this is working and how to reproduce such a result. 

In particular, I'm looking at the remaining sales need formula.  In particular, how did we get Sisense (Tessitura Analytics) to create the formula for remaining sales needed? If I "flatten" the formula the Performance Budget Ammount shown in this formula seems to be our friend  SUM([Performance ID] , [Max Budget Amount]).  So what is the formula editor doing for us here?  And how was this formula originally edited/put in place?

Tom,

I know I was wondering the same thing.   We used that formula in the Budget Amount and I am guessing any formula used above can be used in the formulas used under.  At least that's what it looks like it is doing to me.  I'm sure Chris will chime in and explain. 

By the way I had an error in the Dashboard where my Total Tickets were supposed to include Comps and it did not.   There two other columns No of Comp Tickets and No of Paid tickets which shows the breakdown of the Total tickets into number of comps and number of paid tickets.  The No of Paid Tickets was also incorrect because the formula was also using the wrong count for Total Tickets.   I have updated both columns so now we have the Total Ticket column show the Total Ticket Count including comps.  The No Comp Tickets and No of Paid Tickets when added together is the Total Tickets.  

Here's the corrected Dashboard.   If you prefer not to import a new dashboard all you need to do is go into the Total Tickets Value and change the Count to Sum ([Total Ticket Count]) in stead of Total Paid Count.  And changed the Total Paid Count to Total Ticket Count in the No Paid Tickets Value formula. 5226.TST-DAILYWRAP2019-Corrected.dash

Hi Tom,

In this help page, scroll down to Favorite Formulas. It looks like the friendly name from my copy of the dashboard was included in the formula edit when exporting it.

Thanks!
Chris

Ah ha!  That explains it.  Thanks Chris.

I've been working over in the membership cube.  (I know this is TAMATO. However, please bear with me.)

I've tried the sum([Campaign ID], min([Campaign  Goal  Amount]))

That seems to be doing the right thing for me.  However, do I need to go down to some lower aggregation point than [Campaign ID]?  If so how do I know where to set this point.