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YoY Analytics

Rachel Stone
$organization

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 

Parents
  • $organization

    You may have moved well past this, but I've maybe built something out that's similar--

    Basically, my formula says (([Total Amount], [Campaign FY filtered to last year], [Days in date, offset by 365 days in code])/([Total Amount],[Campaign FY, filtered again to last year]))

    The date code is something I nabbed from a Dashboard had shared and it reads:

    {
      "last": {
        "count": 1825,
        "offset": 366
      },
      "custom": true
    }

    I'm going for % to actual a year ago today, but goal should be easy enough to sub in.

    Screenshot below, though I've multiplied the formula above by the FY20 goal because I'm actually trying to set a pacing benchmark.

Reply
  • $organization

    You may have moved well past this, but I've maybe built something out that's similar--

    Basically, my formula says (([Total Amount], [Campaign FY filtered to last year], [Days in date, offset by 365 days in code])/([Total Amount],[Campaign FY, filtered again to last year]))

    The date code is something I nabbed from a Dashboard had shared and it reads:

    {
      "last": {
        "count": 1825,
        "offset": 366
      },
      "custom": true
    }

    I'm going for % to actual a year ago today, but goal should be easy enough to sub in.

    Screenshot below, though I've multiplied the formula above by the FY20 goal because I'm actually trying to set a pacing benchmark.

Children
  • $organization in reply to Kate Welham

    Thanks, Kate! Appreciate your reply.

    Could you please clarify why your count is set to 1825 and the offset 366?

    I am concerned about missing gifts prior to the start of the campaign fiscal year the gift is for, but am wondering if the way you have it set up catches those?

    I basically want all dates as of today (yesterday since that's when the data is updated) as of a year ago to compare to this current FY to date.

  • $organization in reply to Rachel Stone

    Hi Rachel!

    The short answer is "because modeled it that way." But if I understand it correctly, the code is asking Analytics to consider the prior 5 years of gifts (5x365=1825) and then offset by a whole year (so, basically, consider every contribution from six years ago up until a year ago). The code should do exactly what you're worried about--catch those FY19 gifts that were actually made in FY18 and earlier.

    By switching out either of the numbers, you can either expand the window of consideration or shift the offset. You could also pull a figure for, say, 3 months ago by switching the 366 to 90.

  • $organization in reply to Kate Welham

    Thank you!!! I thought that was the reasoning, but am still learning. Very much appreciate the logic spelled out :)