Hi,
I would like to create a line chart (or column chart) showing total contributions by fiscal month. The x-axis will show fiscal month with a break on campaign fiscal year. I plan to show 3 fiscal years for comparison. Our FY is Sept to Aug.
For any contributions that were made prior to the start of the fiscal year, I would like them to be grouped into a "month" called "Pre-FY-Start".
I've been struggling with two things: 1) How to group the pre-FY start contributions and 2) How to display by fiscal month, since there appears to be no equivalent to the "Calendar Month Sort" field for fiscal periods.
Has anyone had success reporting by month with fiscal year?
Thanks
Hi Elizabeth,
This probably can't be done exactly as you've outlined here without some customization. However, in the Materials from the 03-Feb-2020 New York City users group, I included a dashboard called This Past 4-FY Trends. It's ultimately an exercise in producing what you've described, however, instead of a "pre-FY-start" row, the last fiscal month of the prior fiscal year is included at the start of each fiscal year, and in that extra month is the pre-FY-start amount.
The formula for the This Year value is in pseudo-code is:
If we're in that pre-FY-start row, then get the total contribution amount for all contributions with dates prior to this fiscal year that are toward the current fiscal year's campaigns. Otherwise, return the the expected contribution amount for the row.
There's a ton of narrative in the dashboards from that user group meeting, as they were intended to be take-aways for those in attendance to continue with self-paced training after the meeting. This particular example was one of the more challenging given the nature of the formula involved. Still, I hope this gets you to your goals.
If you feel like a customization is worth exploring, a contribution level attribute could be added with your preferred descriptions and sorting.
HI Chris, this worked perfectly! Thank you