Glad I found this group from the conference. I am trying to answer what I think should be a simple question in Analytics: How are my current sales for a performance and how does that compare to the performance budget that we entered in the performance setup screen in Tessitura?
There is an option in Analytics to pull "Budget Amount", but the usage only appears to show the correct amount when used in a pivot table and only when placed in a row. If I put it in the value section, the amount is not correct. Does anyone know why [Budget Amount] when placed in the rows section shows the correct amount, but behaves differently and displays incorrect amounts when its placed in the values section in the pivot table or in anything else?
The Campaign Goal Amount is recorded at the grain of the Campaign and no granular. So Campaign ID is an appropriate choice for the group by field here, and is found in the same field collection as the Goal Amount. Were you using a more granular goal amount (eg. Appeal Goal Amount), then you'd select an appropriately more granular group by field (eg. Appeal ID, found in the same field collection as Appeal).
Cheers,Chris
Chris Wallingford We're having this exact same issue with Campaign and Appeal Goal Amounts not totaling correctly. Would you be able to send the correction to the formula you were talking about here? Were using this.. can you help us correct so that it totals correctly?
SUM([Campaign Fiscal Year],[Max Campaign Goal Amount])
Thank you!
Lily
Hi Lily,
Use Campaign ID (select "All Items") in place of Campaign Fiscal Year and you should be golden.
Thanks.
THANK YOU! That's been bugging me for months!!