Hello!
After many attempts and much frustration, I am submitting this question to the Analytics hive:
I am working in the Contributions cube to mimic our Annual Giving reports in Analytics, but having trouble creating a widget that applies a filter/formula for a campaign's total amount, last year to date. In this widget, I have turned off the main dashboard filters for the current FY2021, and am only applying FY20. I tried using the Contribution Date filter with the Last 365 Days custom filter, but no dice. I also tried applying the same logic using a formula (see screenshot below), but that also did not show the correct amount. In our setup, the Fiscal Year Offset has not proven successful so I usually try to avoid applying that filter.
When pulling this info from Tessitura Reports, we use the Annual Giving Detail Report, set for a campaign and the Cut Off Date set for 365 before the day we are pulling the report. Would it be possible to recreate this in Analytics?
Any support or advice is appreciated!
I think your filter is slightly off! I have a widget that looks at last year to date and my filter looks like this:{ "last": { "count": 730, "offset": 365 }, "custom": true}The current formula you have is looking at the most recent 365 days, which for us is at least half this fiscal year. The offset section of the filter allows you to effectively set a cutoff date - so in my version of the filter, I'm looking at the days between 730 days ago and 365 days ago.
Maery Simmons (Past Member) you have MADE my entire week. Thank you so much!
When you use this filter in your widget, are you applying the filter in the formula or as a filter on the widget?
I have it applied in the formula itself, where I'm also filtering for fiscal year. I chose this so I could see current fundraising vs last fiscal year to date next to each other in a bar chart.
That is also something I had been struggling with! Would you be able to screenshot/share the way you have that widget set up? I haven't had much luck with bringing multiple FYs into the same widget, especially for pivot tables.
I can do you one better and share the .dash file for my dashboard so you can look at the setup in your own Analytics: IndividualFundraising.dashYou can find instructions for importing it into your system here: https://www.tessituranetwork.com/Help_System/Tessitura.htm?_ga=2.33108797.2011426463.1607355386-1714702506.1600198242#Tessitura%20Analytics/Sharing%20and%20Printing/Importing%20a%20Dashboard.htm
Some of the widgets rely on custom ranges that I've set up, but the Fund Progress widget (where I have this filtering) should translate across pretty easily!
This is awesome, thank you so much! It's fascinating to see how other orgs have their system set up for Contributions. We are a little outside of norm on how we have Campaigns/Appeals/Funds set up, but this is extremely useful!