Hello!
Looking for recommendations on the best way to look at STBs that purchased tickets to multiple productions. Ultimately, I'd like to be able to see how many constituents purchased tickets to 3 perfs, 4 perfs, 5 perfs etc. over the course of the season. Then, I'd like to save each as a list so that I can use them in an extraction.
Thanks!
Michelle
I was pulling some formulas together, and thought I'd made progress, but ran into an issue.
I modified the Constituent ID formula like so:
SUM ( [Constituent ID] , IF ( COUNT( [Performance ID] ) = 1 , 1 , NULL ) )
Essentially "Count up the Constituent IDs, where the # of performance IDs = 1". Seems straightforward.
I scaled this up, using COUNT(Perf ID) = 2, then 3, and so forth. I filtered by our current Timed Admission season.
However, when I looked at the list of constituents in the (# of perfs = 4+) category, the constituent records didn't bear this out. For one example, their order history returned this:
There is only 2 entries for performances in 2022GAT (timed admission), and they both are the same performance. Even if both those are counted as a separate perf, they still only totals 2 performances, not 4 or greater.
Another constituent contained in the 4+ section had this record:
Several performances, but only 1 in 22Timed Admission.
Is the formula incorrect? Is it reading things differently? Am I missing something?
Hi Nathanael,
If your widget within which you're using that formula, has Constituent ID on rows, or if you drill into it, then we may not get the results we expect. When that happens, it's due to the use of Constituent ID in the formula breaking out of the Pivot row for Constituent ID, and instead returning results for all constituents. That may not be what you're running into, but it's worth noting.
If that's not a factor here, then how are you getting from the count of constituents in the Count=4+ to a Constituent ID?
Thanks for the reply! I was able to get an answer back from Support- the lists that get pulled from the widget reflect filters, but not formulas. So the 'list' I was pulling when clicking on the '4+' number was not restricted by the formula- it was pulling in all the constituents based on the filters of the widget itself. It seems if I wanted to pull a list only for '4+', I'd have to set up the filters for it, rather than trying to pull the list based on clicking the formula column.Does that sound correct?
Correct. Filters inside value formulas don't carry through to the jump to _Constituents dashboard. Testing the constituent contents of a segment for your number of performances by customer widget cannot be achieved using save to list directly from that widget.
Another approach to validation could be a widget with Constituent ID and [# unique Performance ID]. Then filter that by the value results to just those >= 4, and see if that count aligns with the number of performances by customer widget.
Applying this and clicking on the sub total for 2021 Camps & Classes, I get this _Constituents jump to.
I'm having difficulty- when I create a widget with these filters:
I get this table, with 'jump_to' set to 'Constituent'
When I click into that '3592', it gives me this:
That number is far greater than the # of constituents who had 2 perfs in '2022 Timed Admission'.
The Filters present for the display of constituents pulls in two of the filters, but not the third. Why is that?
So sorry, Nathanael,
I tested this in v16, which doesn't have this defect. I tested in my v15 build and experienced the same as you.
Do you need to create the list, or is it enough to spot check some of the constituents in the widget by looking them up in Tessitura using their Constituent ID?
Fortunately, it's not an urgent issue. The numbers seem coherent, so the fact that we can't pull a list directly from Analytics is secondary at this point. We can always pull a list to verify/double-check or export those emails/constituents as needed.
We'll pause this for now- if it becomes critical and we have further questions, I will reach out again. Thanks!