Hey Analytics friends,
I know the answer is probably no, but has anyone figured out a way to combine 2 cube's data in a single widget (I.e plans and contributions)
The below widget is from the contribution widget.
But boss wants me to add in a PLAN ASKS TOTAL column to the same pivot table to compare to the raised amount.
Additionally he wants a column with the delta of Funds raised, so I'll write a simple formula.
Any insight is appreciated!
Happy New Year!
-Brian
We've wrestled with the same impulse on a few different fronts. I've solved for it by having a conversation with the team about how and where plans are used.
In circle giving and up, we use plans pretty well. So I pull in Recorded or Contributed Amount and have made charts very similar to this one.
With annual fund, the delta would only ever be against a lump-sum goal, which isn't in Plans anyway, so I build a widget entirely in the Contributions cube.
We have a dashboard in which there's a "Premiere Society & Major Gifts" widget which is the plans info, followed by an "Annual Fund" widget which is the other stuff. It's actually worked pretty well, but getting the team to think about those two fundraising efforts as a little distinct was key.
If (when ) you discover this magic, please share! My team desires both Contribution & Ticketing totals for many reporting wishes, but I haven't discovered a way to do it. Good luck!!
Sometimes the Finance Cube can solve this one! Maybe next to a dashboard which answers related questions with another cube?
We have a very similar need to compare recorded contributions against plans data that assists in forecasting for the year and my understanding is that it would be something we would have to request as a customization from consulting (unless perhaps of course you have someone sql savvy enough on site). We went through a successful consultation process to combine data needed from the contributions cube and the finance cube for a monthly report I need. Looking forward to a future in which the cubes can better communicate data with each other!