Hello all,
I have been working on a dashboard for one of our digital subscription packages, and I'm trying to create a widget showing patrons who purchased this package and also made a contribution at the time of their purchase.
A couple things that may or may be relevant to the conversation:
It seems like this shouldn't be too hard, but I haven't been able to wrap my head around it yet.
Thanks, as always, for your wisdom!
Lesley
What information are you trying to show about these specific patrons? It might be worth filtering your widget by a list.
Hi Madeline. In this case, I'm looking to find patrons who have purchased a specific subscription package, and have also given a contribution since that time - ideally in the same transaction.
Since you are putting money on account before it's entered as a contribution then my suggestion is to use a source code for those contributions that came in from a package order which will allow you to easily pull them. If you also want to know about contributions made by those folks after their subscription transaction then you would want to pull a list of folks who have that package and then filter a contribution cube widget that would show those from that list who have contributions.
If I have one dashboard level filter of "this specific package", do I need to filter a widget by a list? Shouldn't all widgets inherit the dashboard filter?
The filter will only filter widgets that are using the same cube!
Not to seem dense, but then what's the point of a dashboard level filter if I will need to filter each widget individually??
Not dense at all! The dashboard level filter will work for all the widgets within the same cube...so all widgets using the seats and tickets cube will be filtered by that specific package thing. But a finance cube widget will not be filtered by that.
Thanks Madeline - this has been super helpful!
I've got two different versions going now using lists - one looking at On Account transactions and one looking at contributions. I expect there to be some differences due to transaction timing (moving money from On Acct) so now I just need to figure out which one is "more right".