Hi all!
I'm creating a membership overlap report. As a museum we offer a few different kinds of memberships and it's not uncommon for people to have multiple active memberships at a time. My colleague was able to get this report in Tableau and I was hoping to recreate it in Tessitura Analytics but I'm getting stuck. As of right now Analytics is only giving me totals for each membership and not the overlapping numbers as seen in the Tableau example. Any thoughts?
Tableau Membership Overlap Example.xlsx
Chris Wallingford Sorry to keep looping back to this. One last question. I'm getting the click through to work, the only issue now is that the number on the table is based on active membership and the jump to lists are people with an active constituency. Is there a way to pull that list off of something other than the attribute tab? This is a weird moment where the corresponding constituency is handled manually so there's some bad data.
Hi Elizabeth,
I don't quite follow in what way the list of constituents on the jump to _Constituents dashboard is different from the constituents in the source crossover widget. Are you seeing a constituency filter on the _Constituents dashboard that you don't expect? Is there a different count of constituents in the crossover than in the resulting jump to? Is it the constituencies in Tessitura that are out of date?
We're seeing a different count of constituents in the crossover than in the jump to. I believe the reason is that the cross over is based on Active Membership and the Jump To is based on Constituency and those are managed separately in our database.
Example, Friends of Euro Paintings and Wrightsman Fellow cross over count is 5 but 8 constituents show in the Jump To.
Where are you finding evidence of the jump to being Constituency based? My expectation is the jump to be using the same logic/filters as the source dashboard.
Are there by chance 8 constituents in the Wrightsemans Fellows column of the Wrightsemans Fellows row (it's out of the screenshot)?
Would you check the jump to dashboard after clicking through, that the [Constituent ID] attribute filter is what you expect, referencing Friends of European Paintings?
In the 8 constituents the only thing relating them to both Wrighstman and Euro Paintings is the active constituency. The 3 extra have nothing else consistent between them.
There are 37 constituents who fall under the Wrightsmans crossover.
I've attached a screenshot and the advanced filter I'm using below.
{ "attributes": [ { "dim": "[MEMBERSHIP LEVEL.Membership Organization]", "filter": { "members": [ "Friends of European Paintings" ] } } ], "custom": true}
I believe I see what's happening now, Elizabeth.
It's that Current Record filter, in the context of the source dashboard, it impacts, as you no doubt want it to, the Constituent ID advanced attribute filter. Such that, for the row of constituents with a Wrightsmans current record, the count of members is filtered to constituents with a Euro Paintings current record. When we jump through, the Constituent ID filter is moved up to the same level as the Current Record filter and we lose that hierarchy of Current Record impacting the Constituent ID attribute filter. We end up with constituents having a Wrightsmans current record, who also have a Euro Paintings whether current or not.
We need a way to filter the values/formulas in the source widget to current records only, even though it's redundant at that point, so that the jump to filter in the way we expect. I've tried a number of approaches to reach a better recommendation for you, and I think I've found one. It will mean rebuilding the values in the widget.
Wherever you have the Current Record filter now, it can stay there, at the dashboard or widget level. For the formulas, we'll need to change from the advanced attribute, to a ranking type. Set the Top value to 100, and then edit the formula to
( [Total Membership Count] , [Membership Organization=Euro Paintings] , [Current Record=Current Record] )
Clicking through to the jump to with that will transfer the constituents with a current membership in the organization of the row you clicked (as it did before), and cross filter constituents with a current membership in the organization of the column you clicked.