Hi all, I'm interested in showing predicted income in the coming months from membership renewals, and I created this widget within the memberships cube. It shows the total amounts given based on upcoming membership expiration dates to help us predict what we would receive if everyone renewed at the same amount.
I would love to see this as a running sum to show predicted income from membership renewals year to date, but this is a far as I've gotten.
I'd love to be able to add what has already been received since July 1 (the beginning of the fiscal year) into this formula, but I haven't found a way. Any ideas? Thanks.
Lyndsi Pace
There is the RSUM command that can be added to a SUM command. Here is a ticket example.
RSUM( SUM( [Total Ticket Count] ) )
--Tom
Thanks, Tom. I got that far, but I'm trying to find a way to add previously received membership income to future predicted renewal amounts in the same formula or widget. The furthest I got was to add the total amount received so far in the fiscal year as a number added into the formula, but that isn't dynamic.
Sorry, I miss that in the graphic.
I don't know exactly how to do what you need. You might look at this thread.
https://community.tessituranetwork.com/tessitura_software_forums/f/tessitura_shared_reports-9/22799/relative-dates-in-analytics/65271
and the PastYear() function.
PastYear( <Numeric Value> )
Calculates the value for the same period in the past (previous) year.
For example:
This has allowed us to do this year vs last year comparisons. Where Last year = PastYear(sum( [Total Ticket Count] ))
Or the following I have not used.
YTDSum( <Numeric Value> )
Returns the running total starting from the beginning of the year up to the current time period member.
The time dimension to be used is determined by the time resolution in the widget/dashboard.