Hi all,
I've just discovered this group and I think it's going to be very useful! I'm very new to Analytics and I don't really have a data-driven mind so it's going to take me a while to get used to things!
Apologies if this is a v basic question, or if it's been asked before, but I'm trying to create a dashboard that will show me the number of members of a specific level each year to give a comparison to track the peaks & troughs of membership each year. I have this as an excel spreadsheet but it would be much better on Analytics. I've had a look in the Memberships folder of the Tessitura dashboard but that focuses on contributions made for the memberships rather than the number of members.
Ideally it would bring up results a little bit like this:
Thanks in advance!
Erica
Hi Erica,
I have a couple of thoughts to get you started. First is looking at this be calendar year, which if you'll bear with me, is sort of an intro into how to set up a widget like this.
Here is a widget looking at Purchase Dates, with it's Calendar Month Sort field across the bottom and Calendar Year in the Break by. Line charts that use a Break by, like the one above has Calendar Year, can only have one Value in the widget, like Total Membership Count in the widget above. To rework this into a Fiscal Year view requires sorting the Calendar Months by their Fiscal Period in order to get them in the right order. Click on the a>z icon to sort by this field.
Disregard for a moment that my Calendar Months are still in Calendar order - my sample Tessitura Fiscal Year is set the same as a Calendar Year. What's important is that Min Purchase Date Fiscal Period value, which is sorted ascending, and for the moment shown in green in the widget above. That will order the month names according to your Fiscal Year regardless of which month of the Calendar Year is first in your Fiscal Year configuration. In this case I've switch from Calendar Month Sort to Calendar Month (w/o that month number Sort).
Line charts in Analytics can only use a Break by when there is a single Value configured. Because we need a sort value to fiscally order the calendar months, and we want to count memberships, which is two values, we can't use a Break by. Instead we'll use Filtered Values and create a value per fiscal year. Here's how I set up 2018.
Finally, to make that sort value (nearly) invisible, change it's color to white and rename it to just a period (".") and the widget legend won't highlight the fact there's a dedicated sort value formula in the widget.
Hopefully this will get you going.
Best,Chris
PS. Here's the sample dashboard MembershipTrends.dash and how to import.