Gift Vouchers - Analytics

Hi Ashleigh,

Hope your keeping well?

I created one for Gift Voucher Sales (https://community.tessituranetwork.com/topical_groups/analytics-coffee/f/discussions/24081/december-gift-cert-reporting).

I know what your looking for is based on the balance value, but you might be able to get some ideas of which fields to use from that.

You will need to use the Finance Cube, and start with a pivot, grouping by Gift Cert Number and displaying amount, and filter by Payment Method Type of Gift Voucher.

I find the amount fields in the Finance Cube a bit confusing so you might need to play around with those until you can verify it's correct for a few specific vouchers. Once you get it right you can then copy that widget and change the display to be a month line chart, etc.

Hope that helps,

Dara

I fully endorse this dashboard. It really made my Christmas holiday. 

Thanks Dara. When you select your payment method, is that showing both purchased BY gift voucher and purchase OF gift voucher? If that make sense...I'm trying to break down we sold £X in December in gift vouchers / we transacted £X in December by gift voucher. 

To get further into it, I would be looking to pull a list of all gift voucher numbers bought in X month and then running a report to understand the unused value of the gift card.  

In my report, I'm only showing 'Purchased' Gift Vouchers.

I used Transaction Amount as below for the Amount field: 

with a filter of < 0, at the widget level as follows:

So, I think for the 'Redeemed' ones, you would use save as above but with a filter of > 0.

If you want to have them both in the same widget, you would need to do the filter at the field level. That's a bit more complicated, but there is a webinar somewhere that explains it. 

Hope that helps.

I've been trying to build a dashboard to show sales, redemptions and balances but have been unable to get all transactions to show. It turns out that the VT_DW_TRANSACTION view, which is used to populate analytics, doesn't pull transaction type 0 (Zero Adjustment), and this transaction type is how most of our GV sales are recorded.  If anyone has found a way around it I'd be interested to hear more.

Hi Ruth,
That's interesting. I think ours are processed as zero value transactions too.
However, when I use the Payment Method Type filter and Transaction Amount and Gift Cert Number fields, I get values. They are coming from the VF_FINANCE table.
Maybe try the Payment Method Type filter instead of the Transaction Type filter.

thanks, Dara

Yes, Dara is correct. Filter by Payment Method. Select your payment method that you use to sell gift certifcates. Credit Amount is the amount originally put on the gift certificate when purchased. Debit Amount is the amount used so far. To do the current balance (as of your last data refresh) = SUM([Credit Amount]) - SUM([Debit Amount]).

We have more than 1 gift certificate payment method (I do not recommend this). I plan to inactive the second gift certificate payment method once they all are redeemed (do not have a balance). I use analytics to track the 6 remaining gift certifcates with a balance on them. In our state they do not expire; state law. I figure some year we'll finally be able to inactivate it.