I currently have a Pivot Table widget in Analytics that returns that totals Contributions associated with each source in a specific Appeal. I have that down fine (took a screenshot below), but what I'd really love to do is group the source numbers that came from a single extraction into a single row, so I'm returning one row per Email Campaign/Extraction instead of one row per Source/Segment.
Is this something I would need to do in Custom Categories? I've used Custom Categories to split constituents out by list before, but never to split Contributions by Source and I'm not sure how best to sest it up. Or is there another way to group rows in a pivot table widget that I don't know about?
Thanks!!
Lily
Hi Lily,
The extraction that produced a selection of sources is not currently an available field in Analytics. I'll add in an enhancement request for something like the "Source Extraction". In the meantime, if you don't already have business reasons not to, have you considered configuring Source Groups to track these?
Thank you for submitting the Enhancement request, Chris! We do use Source Groups to track our different audience segments, but the level of segmentation we're doing for our COVID Recovery Campaign is more granular than the Source Groups are set to describe, and I don't think we'll necessarily want those same segments forever.
But, I went ahead and used bucketed values based on Source Name and our Naming Conventions in a bar chart instead of a Pivot table and got what I needed!