Hi, all-
Working on a dashboard and I'm trying to compare what percent to goal each campaign is at with a year-over-year comparison. I would like to include the current FY, as well as the last two FYs in the same point in time. I'll be doing the same for our ticketing side, too.
I have figured out this year's percent to goal for each campaign, but am trying to figure out the prior FY(s) portion...
Has anyone done this already, or does anyone have suggestions on how to do this?
Thanks in advance!
Rachel
I've struggled to do percentages-over-time graphs as well.
Working in the Plans cube, my starting point would be to do a line chart with Calendar Month Sort on the X-Axis, and a formula of [Total Contribution Amount] / [Total Goal Amount] on values, with Fiscal Current Year Offset on the break by.
I've not worked out this particular question on my own.
One of the tricks is to start with a pivot table before you try to chart. This will make sure that the values you are graphing are correct.
The "Goal Amount" you will likely find is the biggest challenge. You may want only the goal amount from one contribution not the sum of the goal amounts that might live on all of the contributions. Here is a conversation over in the TAMATO group that might be a bit helpful.
https://community.tessituranetwork.com/topical_groups/tessitura-analytics-for-marketing-and-ticketing-operations-tamato/f/discussions/23105/budget-amount-not-showing-what-is-expected
Thanks, Tim! I'll have to look into this. Appreciate your suggestion.
Thanks, Tom. I did start with a pivot table to verify my numbers, which is where I'm having a difficult time with the last year same point in time portion.
That other post is helpful! Thank you for sharing. It is so nice having a community to learn and share from/with others!