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[Analytics]Set limits on Each instead of on Any?

Tim Nees
$organization

I'm looking to find consistent donors over time in Analytics. I can do it with Lists, but it's a lot easier to do automagic stuff out of Analytics.

So, let's say I'm interested in finding people who are members, and have purchased a ticket each of the last three fiscal years.

To do this, I can set up a Pivot table in the Contributions cube, and do a filter on Current Membership Level, then a filter on Campaign on a text field for the campaign I'm interested in (Education, in this case). In Rows, I can do Constituent ID. In Values, I can do Ticket Count. In Columns, Fiscal Year. Then I set a filter on the Ticket Count to be greater than or equal to 1. But anyone who has purchase a single ticket will show up. Is there a way to require each column to have a minimum requirement?

  • $organization

    Hi Tim,

    You have Pivot widget in the Contributions cube with a Ticket Count value... ? Since you mentioned having Constituent ID on Rows, can you alter your Ticket Count filter from >= 1 to be >= the minimum requirement? Or is it because you have the Fiscal Year on columns that what you're really looking for is constituents with tickets in each year... a count of unique fiscal years with tickets that is = 3 (if you're looking at 3 fiscal years)? 

    Chris

  • $organization in reply to Chris Wallingford

    Ah, sorry. I was originally thinking about how to find patrons we want to bring into our pipeline, but decided to use the example of patrons who were consistently buying Education classes. So, Seats and Tickets cube, and Ticket Count, or Contributions Cube and Contribution Count.

    The latter is correct. I want to set a minimum requirement for each unique fiscal year, so that the Count has to be >= 1 (or some other number) for each fiscal year.

  • $organization in reply to Tim Nees

    Hi Tim,

    The COUNT([Fiscal Year]) will max out at 1 within a Fiscal Year. So if for a constituent, their unique count of Fiscal Year = 3, then they've purchased tickets in 3 of the fiscal years within the filter set. If the widget is filtered to only 3 fiscal years, then they've purchased tickets in all 3. So with a value for unique count of fiscal year, you could filter for inclusion of only constituents = 3?