Hi all,
I am looking for a formula in analytics that will show me active memberships this month 1 year ago. These can be any membership that were active, regardless of the FY they are associated with or when they are set to expire. Any help would be great!
I think it depends on what you mean by 'active'.
Those would be memberships that have an initiation date before the end of that month, and an expiration date after the first of that month, is that right?
In other words, something that started some time before the end of the month, and ended some time after the beginning of the month. If I'm active in a membership on any given day, that means my membership started before or on that day, and is ending after that day (it doesn't matter when, as long as those conditions are met).I'm trying to think through how I would set up a report, so I'm talking through the details.
Yes, that's right! And that's how I have it in a list but I was hoping to have it in a widget in a dashboard,
Would something like this help? The power of bucketing!
This would be a list of Memberships who had an Expiration Date equal or greater than 7.1.21, and an Initiation Date equal or less than 7.1.21.
This is very helpful! I'm going to attempt to get it into an indicator or something a little more digestible but this is great!
Great! Glad it's helpful.
Each formula would have to be hand-adjusted for different months, but the bucketing allows us to do some pretty precise things.
Nathanael,
I am looking to bucket the memberships so I can get a year over year numbers of members who are active on 12/31 of each year. I was wondering if it possible to use membership status and a date range to break it out that way. I am open to other suggestions on how to get that figure. Of course, I have to account that I can update the dashbaord when we go to v.16.
Thanks
Hi Seth,
My first thought would be to use bucketing as listed previously in this thread. You'd need one bucketed formula for each year- to be 'active' on 12/31 would mean:
1) your membership start date was 12/31 or earlier
AND
2) your membership end date was 12/31 or later
If my membership started (12/31 or earlier) and ended (12/31 or later), I was active 12/31 of a given year. You'd break out each year into a separate formula (one for 2017, 2018, 2019, etc.), then could filter that by Membership Level.