We're looking to further refine our LYBNT dashboard- we're trying to pull in the date of their last contribution and the amount of that last contribution. The closest thing we could find is 'Last Activity Date', but we're not sure what that means- is that the latest contribution date? Or simply the last time that Constituent's record was updated in some fashion?
My brain wants to try something like
IF ( MAX (Days in Contribution Date) = (Last Activity Date) , (Contribution Amount) , 0 ), but the formula box didn't like that. The box wants the entity after ' = ' to be a value, not another measure, I think.
How would this best be pulled in Analytics? We're working with lists in the meantime, which is doable, but I'd want this process through Analytics if at all possible.
Hi Nathanael,
There is a constituent element for Most Recent Contribution Date. It's an easy way to get at this information, though the standard definition for this field is not limited by fund, so any contribution will qualify as being a part of this field. This field would respect a dashboard filter that limits funds, for example.
You might also have a look at the \Tessitura Examples \Constituent Profile pre-built dashboard. There is a widget at the top with the amount of the most recent gift. This is calculated on the fly and will respect dashboard filters. The Most Recent Gift widget pulls the Total Amount from the Top 1 Contribution ID with the maximum Contribution Date.
This approach would also work to pull the most recent gift date as a Value rather than as a field on Rows. For example, the following fields are all from the CONTRIBUTION DATE dimension:
MAX ( [Calendar Year] * 10000 + [Calendar Month] * 100 + [Calendar Day of Month] )
This results in a value like 20200202. If you only need the month of the contribution, you could make it render as 2020.02 using something like:
MAX ( [Calendar Year] + ( [Calendar Month] / 100 ) )
Thank you! That was what I needed. My brain was stuck on 'last', and didn't think to look for 'recent'. The bucketing and filtering for 'most recent gift amount' is also working well. Thanks again.
Hi Nathaneal,I've been working on our LYBNT dashboard in Tess, but have been limited without seeing soft credits in Analytics.
Would you be able to share your dashboard? No worries if not, I understand each organization has its data organized differently.
Thanks,Erik
Sure! Please see attached.LYBNT2222.dash
I'm still leaning into the Contributions cube, so I'm not super familiar with soft credits and other terms, but the file is what I've pulled together so far.
Many thanks! Will check it out.
E