Is there a way to include affiliations for constituents in analytics? We had teachers visit in July for appreciation month, and we added affiliations for each teacher's constituent record with their school. I am looking to pull analytics for how many teachers visited from each school and for the cities that each school is located. Is this possible? I tried searching for this field but only found "Constituencies Inc Affiliates" which is not the correct information. Any insight would be appreciated. Thank you!
Co-sign on this!My goal was to set up a monitoring dashboard for accounts that are missing parts of their seasonal configuration--constituency codes and affiliations are what provide validated access to online ordering--but I hit this as a block and had to abandon my attempt. I imagine that this isn't the point of Analytics and veers a bit too close to PII sensitivities to pursue for the overall TA system, but I'd use it if it existed.
Mollie, for your particular case, I wonder if you might gain some ground by focusing on the City aspect, and then displaying detail of educators / schools within each grouping. (Look up 'bucketing' if you haven't taken that on yet; I'm teaching myself it and it's a game changer--allows for customized subtotalling effectively, and under a name you can determine as needed.) For my own ventures in this direction, I'll have Owners and Initiators on the transactions to help me along though, and you didn't mention that within your set up.
Is this based on the Seats and Tickets cube? If so, I think there's a fundamental problem in that affiliate relationships can be one to many, and that would then require duplication of seats/tickets, e.g.:
Seat 1 | $10 | Teacher 1 | School 1
Seat 1 | $10 | Teacher 1 | Household 1
Seat Count = 2
Paid Amount $20
That said, you might be able to create a custom element for this. Those can sometimes break the no-duplication rules, but also for a specialized case like this you could build it on a view that ensures only one school affiliation per teacher.
Hi Mollie,
I assume the purchases are on the Teacher account, and you want to see the school, if so, I like Gawain's Constituent Element suggestion. It could be configured to show the name of the school when a constituent has a teacher affiliation to one. That in combination with their price types should allow you to distinguish between school and other purchases for a single Teacher.
If it's the other way around and the purchase is on the School account, then if you're flagging up the Teacher as the initiator you can probably already get to that with the INITIATOR CONSTITUENT dimension in Seats and Tickets.
Best,Chris