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Analytics - some maths help please!

Celia Beer
$organization

Hi all

It might be easier to explain this on a call but I thought I'd give it a go here first....

We currently have some of our donations sitting 'In Fund' (providing us with a positive number) and some sitting 'On Account' (providing us with negative number).

So I have 2 widgets which displays the following - this is all fine, but the merging to create one 'donation pot' it doesn't play ball!
- Total Contributions 'In Fund' (from 2 funds)
- Total Transactions 'On Account' (from 2 On Accounts)

In analytics, how can I get these to create one pool, so I can showcase the total 'donations pot'

I have been playing with the following filters - which isnt working so far!
- Season
- Fund
- Payment Method
& have made my negative n account pot positive by using *-1

 Thanks in advance

Celia

Also - does 'Sum(Total Transaction Amount)' give all transactions - rather that what s currently sitting in On Account?

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  • $organization

    Sum(Total Transaction Amount) will give all transactions unless filtered down!

    This is a tricky one, because you don't want to filter the fund amounts with the on account filters and vice versa. I think you could accomplish this with filtered values, though. I've linked to the documentation on how filtered values work.

    I think that something like (sum([Contribution  Amount]), [Campaign Fiscal Year], [Fund]) + (-1*(sum([Transaction  Amount]), [Payment Method Type], [Years in Date])) (where your Date is the Transaction Date) would do it. That's a pretty off the cuff formula, but hopefully combined with the documentation, it'll get you closer to where you want to be!

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  • $organization

    Sum(Total Transaction Amount) will give all transactions unless filtered down!

    This is a tricky one, because you don't want to filter the fund amounts with the on account filters and vice versa. I think you could accomplish this with filtered values, though. I've linked to the documentation on how filtered values work.

    I think that something like (sum([Contribution  Amount]), [Campaign Fiscal Year], [Fund]) + (-1*(sum([Transaction  Amount]), [Payment Method Type], [Years in Date])) (where your Date is the Transaction Date) would do it. That's a pretty off the cuff formula, but hopefully combined with the documentation, it'll get you closer to where you want to be!

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