• Replies 2 replies
  • Subscribers 961 subscribers
  • Views 269 views
  • Users 0 members are here
Related

Dashboard PDF cutting off pivot table rows

Rachel Dacus Hill
$organization

Hello!

I have a very simple dashboard showing a pivot table with all gifts in the last 7 days. I'm hoping to automatically send a pdf to our CEO daily. I've chosen the largest paper size available (tabloid) but the pdf always cuts off the last few rows of the pivot table. For lighter weeks, it tends to fit but if we have more than 40 gifts, the rows are cut off and there's no way to increase the size of the widget in the pdf editor. Even adjusting the numbers of rows visible within the widget doesn't resolve the issue. 

I tried to split up the pivot table by day so there's 7 different widgets. This works if it's a light week but if there's more than a dozen gifts per day, the pivot table is cut off or the widget doesn't automatically adjust to the size of the table. I know I can always automate the trusty Fund Activity Report but it doesn't offer the simple design that I can achieve in analytics. Does anyone have any recommendations? I'd be happy to share the dashboard if that's helpful.

Thanks!

Rachel

  • $organization

    Hello, Rachel!

    We'd struggled with a similar issue --albeit for a Daily Sales Report featuring an unknown number of potential events -- and found that the RANK() and ORDERING() functions were particularly helpful for manually paginating a dashboard.

    One pre-requisite: your data set for each widget must be the same -- otherwise, you'll be ranking and/or ordering on different data sets and it won't work out so well.

    I've attached an exported sample dashboard that ranks contributions by contribution date and then manually paginates a dashboard by duplicating the widget and using different filters on the RANK() value.  The key here is to ignore the value of RANK() -- if, for instance, you filter the RANK() value to return only ranks 1-10 (in my sample dashboard, this corresponds to the most recent 10 contributions), you'll see ranks 1-10; in your second widget, you would then filter RANK() to return ranks 11-20, which works and returns the next set of 10 most recent contributions, but the values returned by the function are still 1-10.  It's weird, I know.  Just ignore those values.  In fact, I'd suggest hiding it by forcing it off the page as the last column.

    The RANK() formula I've used to rank by Contribution Date is: 

    • RANK( MIN( [Calendar Year] * 1000000 + [Calendar Month] * 10000 + [Calendar Day Of Month] * 100 ), "DESC", "1234" )
      • The MIN() formula on Contribution Date simply turns a date into a numeric value on which we can then rank.
      • "DESC" ranks them from most recent to oldest
      • "1234" specifies that I want to use "ordinal ranking" as the type of ranking to use.

    You could also use the ORDERING() function:

    • ORDERING( MIN( [Calendar Year] * 1000000 + [Calendar Month] * 10000 + [Calendar Day Of Month] * 100 ), [Contribution ID])

    One final note: it's best to filter values for your RANK() or ORDERING() formula directly using the funnel icon on the value itself, instead of manipulating the filter in the Widget Filters editor on the right-side of the widget.  I've found that trying to edit the filter using the Widget Filters editor is not reliable.

    DGomez