How to create graph based on expected payment dates on mutli-year pledges in Analytics

Hello!

I'm wondering if there's a way I can get Analytics to create a lovely chart/graph of when we should expect payments and the amount of the payment for pledges that span multiple years. I can see the values for Current Amount and Future Amount, but that's not descriptive enough.

Hoping someone else has found the magic answer. Thanks!

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  • Former Member
    Former Member $organization

    My team wanted this too, so we ended up pulling out the pledge billing table (T_SCHEDULE) into our data warehouse to analyze separately. You could potentially build a custom Cube for this in Analytics, although I've never tried, but if you have access to your database a few lines of SQL can produce a workable Excel sheet for Pivot Tables and charts.

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  • Former Member
    Former Member $organization

    My team wanted this too, so we ended up pulling out the pledge billing table (T_SCHEDULE) into our data warehouse to analyze separately. You could potentially build a custom Cube for this in Analytics, although I've never tried, but if you have access to your database a few lines of SQL can produce a workable Excel sheet for Pivot Tables and charts.

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