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Grand Total from several widgets?

Anthony Busti
$organization

Hi,

I have a dashboard in Tessitura Analytics that has a few widgets, each reporting a sum of total revenue from different sources (one widget is based off contribution appeals, one widget is based off contribution source codes, and another is based off a contribution designation).  Is there any way to have a widget that sums up the total from each of these three widgets?

Thanks for any help,

Anthony

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  • $organization

    Hi Anthony,

    Absolutely! Using Filtered Values, we can create a a formula that brings any widget filters and formulas from those 3 widgets into a single formula.

    https://www.tessituranetwork.com/Help_System_v151/Tessitura_CSH.htm#Tessitura%20Analytics/Designing%20Dashboards/Filtered%20Values.htm

    So if I have Widget 1 that has a widget filter on Appeal, and another that's filtered on Designation and Campaign, we can combine those into a single formula filtered in the formula rather than in the Widget. When we can create a formula that is something like

    ( SUM ( [Total Amount] ) , [Appeal] )    +    ( SUM ( [Total Amount] ) , [Designation] , [Campaign] )    +    ....(other amounts)

    where the Appeal, Designation, and Campaign fields are actually all filters being applied to their respective Total Amounts, right there in the formula. And if those fields exists as a filter outside the formula, within this new Widget or even in the Dashboard, then the ones in the formula over-ride any higher level instances of the filters.

Reply
  • $organization

    Hi Anthony,

    Absolutely! Using Filtered Values, we can create a a formula that brings any widget filters and formulas from those 3 widgets into a single formula.

    https://www.tessituranetwork.com/Help_System_v151/Tessitura_CSH.htm#Tessitura%20Analytics/Designing%20Dashboards/Filtered%20Values.htm

    So if I have Widget 1 that has a widget filter on Appeal, and another that's filtered on Designation and Campaign, we can combine those into a single formula filtered in the formula rather than in the Widget. When we can create a formula that is something like

    ( SUM ( [Total Amount] ) , [Appeal] )    +    ( SUM ( [Total Amount] ) , [Designation] , [Campaign] )    +    ....(other amounts)

    where the Appeal, Designation, and Campaign fields are actually all filters being applied to their respective Total Amounts, right there in the formula. And if those fields exists as a filter outside the formula, within this new Widget or even in the Dashboard, then the ones in the formula over-ride any higher level instances of the filters.

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