I'm looking for a way to show the value and percentage of constituents that renewed their subscription by phone, online or mail. Filtering by sales channel is not an option because it is set to subscription for all. I believe there may be a way to achieve this with deductive reasoning and the right formula.
I am filtering by Mode of Sale, Payment methods and batch owners but it seems I am getting some duplicates. Is there a way to write the formula so it yields the results that are true for all fields but are not in another slice of the pie chart? Below shows how I am filtering the values used.
Online I want to see the number and percentage of constituents that have the (MOS = Web Subscription), AND paid (Payment Methods= credit card or gift certificate), AND (batch owner=WEBapi)
Phone I want to see the number and percentage of constituents that have the (MOS=Renewals), AND paid (Payment Methods= credit card, a gift certificate or Invoice-Subscriptions), AND (batch owner=any PSA)
Mailed Invoice I want to see the number and percentage of constituents that have the (MOS=Renewals), AND paid (Payment Methods= check, cash, any type of credit card, a gift certificate or Invoice-Subscriptions), AND (batch owner=Box Office Manager and Coordinator )
Hi Chris,
I am getting a Function Syntax Error: Unexpected end of formula with this. What am I doing wrong?
Phone:the count of distinct constituents is going to be (the count of distinct constituents in Online or Phone), minus (the count of constituents in Online).
COUNT( [Constituent ID] , IF(([# of unique Transaction ID],[Mode of Sale2],[Payment Method Type1],[Batch Owner3])>0 OR([# of unique Transaction ID],[Mode of Sale1],[Payment Method Type],[Batch Owner2])>0 ,MAX([Constituent ID]),NULL)- ([# of unique Constituent ID],[Mode of Sale2],[Payment Method Type1],[Batch Owner3])
Thanks!
Amanda
Hi Amanda,
Probably just the final closing ")" at the very end that links up to the one right after "COUNT". When you put the cursor before an opening parenthesis, the formula editor does highlight the the closing one, and vice versa, when the cursor is placed just after a closing parenthesis, the editor highlights the corresponding opening one.