Renaming pivot rows

Hi,

The Bucketing feature in Analytics is really nice and I have used it to bucket values.  But, can it be use to bucket rows in Pivot tables?  I  We have a couple of campaign categories that we typically group together and rename into one row when creating reports. I would like to replicate that in Analytics.  This is an easy task in other dashboarding tools like Power BI and Tableau, but I cannot figure out how to do it here.  Do you have any ideas?  s there some sort of logic that I can use in the Advanced section of the Campaign Category filter?

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  • Hi Elizabeth,

    Tessitura Analytics doesn't support grouping the fields on Rows in a Pivot widget on the fly. Still, you absolutely can bucket your campaign categories if you don't need them to then group some other field, like Campaign. For example, a Pivot widget with...

    • Rows
      • Campaign Fiscal Year
    • Values
      • Contribution Amount for Campaign Category Bucket A
      • Contribution Amount for Campaign Category Bucket B
      • Contribution Amount for Campaign Category Bucket C

    ...would work if that meets your needs. If you need to have...

    • Rows
      • Campaign Fiscal Year
      • Campaign Category Buckets
      • Fund (a text field grouped within your bucket)
    • Values
      • Contribution Amount

    ...that's not currently supported without customization to add a Campaign Category Bucket field to Analytics... which is a simple customization that our teams could help you with. Email hello@tessituranetwork.com if you'd like to explore this.

Reply
  • Hi Elizabeth,

    Tessitura Analytics doesn't support grouping the fields on Rows in a Pivot widget on the fly. Still, you absolutely can bucket your campaign categories if you don't need them to then group some other field, like Campaign. For example, a Pivot widget with...

    • Rows
      • Campaign Fiscal Year
    • Values
      • Contribution Amount for Campaign Category Bucket A
      • Contribution Amount for Campaign Category Bucket B
      • Contribution Amount for Campaign Category Bucket C

    ...would work if that meets your needs. If you need to have...

    • Rows
      • Campaign Fiscal Year
      • Campaign Category Buckets
      • Fund (a text field grouped within your bucket)
    • Values
      • Contribution Amount

    ...that's not currently supported without customization to add a Campaign Category Bucket field to Analytics... which is a simple customization that our teams could help you with. Email hello@tessituranetwork.com if you'd like to explore this.

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