Hi All!
I'm still fairly new to Anayltics and am hoping someone can offer a solution to an issue I'm facing. I am trying to pull together reports showing number of gifts in each of the last five fiscal years broken out into four different amount sections:
$250 and below
$250-$1,000
$1,000-$5,000
$1,000+
I was able to create separate ones for each amount section in each FY (so showing number of gifts $250 and below in FY18 and another for gifts $250 and below in FY19) as Indicator widgets, but we really want some pretty graphs as well. When I try to make a Column Chart, though, I can't figure out how to consolidate those amounts into the ones I want, even filtered by a single FY. I've got the Total Contribution Count set as my Values and Amount set as my Category, with a Value Filter of Between .01 (to catch those $0 from adjustments) and $250, but it just breaks it down by individual amounts (i.e. 80 gifts of $10, 2 gifts of $23, etc.) instead of showing "[#] gifts of $250 or under. It's possible that what I'm asking for isn't doable in Analytics, but wanted to put out feelers in case there was something I was missing.
Thanks!Colleen
Sorry I can't be more specific - for some reason the Analytics cubes are still not updating in my organization. (Help me Tess!)But - You want to make a conditional field that categorizes the amounts for you, rather than using a field with all amounts included. I recommend using an IF/THEN statement. I asked at the Tess conference, and I was told you can place an IF/THEN statement into the field box directly where you would enter any SUM or MAX formula. Your statement could look something like IF Amount<=250, THEN "$250 or Less" ELSEIF Amount<=1000 THEN "$251-1000" ELSEIF Amount<=5000 THEN "$1000-5000" ELSEIF Amount>5000 THEN "$5000+" END.
This blogpost is for Tableau, but gives you the gist. https://interworks.com/blog/ccapitula/2015/04/01/tableau-essentials-calculated-fields-logical-functions/