analytic Coffee! Session with Chris Wallingford (part 1 of 2) September 20, 2023 10 am EDT / 3pm BST

re: analytic Coffee! Session with Chris Wallingford (part 1 of 2) September 20, 2023 10 am EDT / 3pm BST by Anne M Robichaux

Anne M Robichaux — Fri, 08 Sep 2023 14:42:03 GMT

Update! This is part one of a two-part session with Chris Wallingford, who will share highlights from the Intermediate Analytics sessions at TLCC on multi-pass aggregation and conditionals.

re: analytic Coffee! Session with Chris Wallingford (part 1 of 2) September 20, 2023 10 am EDT / 3pm BST by Chris Wallingford

Chris Wallingford — Fri, 15 Sep 2023 17:58:07 GMT

Hello analytic Coffee!

These sessions are a 2-part virtual workshop in which you may actively participate from your own Tessitura Analytics environment, or just observe and follow along as I present and complete the exercises, or follow along and then use the recording and content below to complete the exercises at your own pace later.

During this workshop I hope to improve your understanding of:

Filter Precedence
Filtered Value Formulas
Multi-Pass Aggregation
Conditional Functions
Date Fields

Important information about this workshop.

The pace of the session is intended to be gradual enough for you to keep up with the exercises
The session is being recorded and, especially if there are a lot of live participants, we can't stop to support you if you are not seeing the expected results from an exercise. If you get stuck, please pause your participation until the next exercise. You will be able to review the recording to repeat an exercise later.
As you work in your own Tessitura Analytics you will need to make filter selections during the exercises that differ from the selections I make while leading the instruction. The pace of the workshop is intended to allow space for you to make these choices. You will however see different results than those I receive.
If you intend to participate live it's expected that...
- You know how to get around in Analytics, add filters, edit widgets, create values, etc.
- You’ve been using those skills to create basic widgets, maybe even used some formulas.
- You’re lurking or participating in some Community resources to learn about Analytics: the Reporting & Analytics discussion forum, and the analytic Coffee! topical user group.

To prepare for the workshop live, or for a later reenactment, please complete the following steps to:

create folders in your Tessitura Analytics
import the starting template dashboards
import the solution dashboards resulting from my the exercises in my demo environment

Download this ZIP file of dashboards: Intermediate-Workshop-Dashboards.zip
It's preferrable for this session that you access Tessitura Analytics through the Tessitura web application
- If you will be using the Tessitura web application, extract the contents of the ZIP file to your local computer
- If you will be using the Tessitura desktop application, extract and move the contents of the ZIP file to a folder accessible from the Tessitura desktop application
In Tessitura Analytics create a dashboard folder called Intermediate Workshop
Repeat the following process for each of the dashboards from the downloaded ZIP file that are not in the \Solutions folder
- From the options menu of the Intermediate Workshop folder, select Import Dashboard
- Select a dashboard to import from the extracted ZIP file
- Change the data source on the dashboard to you own corresponding data source (e.g. from TNHS-Contributions to your Contributions data source)
- (general help on importing dashboards)
Use the options menu of the Intermediate Workshop folder to create a new folder and call it Solutions
Repeat the following process for each of the dashboards from the downloaded ZIP file within the \Solutions folder
- From the options menu of the Solutions folder, select Import Dashboard
- Select a dashboard to import from the extracted ZIP file \Solutions folder
- Change the data source on the dashboard to you own corresponding data source (e.g. from TNHS-Contributions to your Contributions data source)

Thank you and I'm excited to bring this workshop to analytic Coffee!
Chris

re: analytic Coffee! Session with Chris Wallingford (part 1 of 2) September 20, 2023 10 am EDT / 3pm BST by Anne M Robichaux

Anne M Robichaux — Fri, 15 Sep 2023 18:40:34 GMT

Just in case anyone's spam filter grabbed the update from Chris Wallingford (as mine did), instructions for our meeting next week have been posted in the event.

re: analytic Coffee! Session with Chris Wallingford (part 1 of 2) September 20, 2023 10 am EDT / 3pm BST by Chris Wallingford

Chris Wallingford — Mon, 18 Sep 2023 20:12:35 GMT

Hello again.

In preparation for live participation in this workshop, if that's your plan, I recommend if possible, having two displays: one with my shared screen and one with your own Tessitura Analytics. If you plan to participate live using a single display, be prepared to Alt+Tab back and forth between my screenshare and your own Analytics, or have the two windows be not full screen and positioned so that you can easily click back and forth between them.

Cheers and looking forward to it!
Chris

re: analytic Coffee! Session with Chris Wallingford (part 1 of 2) September 20, 2023 10 am EDT / 3pm BST by Amy Herbohn

Amy Herbohn — Mon, 18 Sep 2023 22:06:10 GMT

These sessions sound great, but I'm unable to make those times being in Australia. Is there a way to register for these recordings so I can access them when they're done? Thanks!

re: analytic Coffee! Session with Chris Wallingford (part 1 of 2) September 20, 2023 10 am EDT / 3pm BST by Pip Atkins

Pip Atkins — Mon, 18 Sep 2023 22:07:17 GMT

Hi Anne and Chris,
Where will be the best place to access the recordings after the event? (Would love to attend, but doubt my cognition at midnight AEST).
Many thanks.

re: analytic Coffee! Session with Chris Wallingford (part 1 of 2) September 20, 2023 10 am EDT / 3pm BST by Chris Wallingford

Chris Wallingford — Tue, 19 Sep 2023 13:46:56 GMT

Hi all - it's come to my attention that the dashboards, once imported, are not behaving as expected. I will prioritize resolving this issue in the next few hours and reposting the dashboards here. My apologies if you've already imported the dashboards. They will either need to be deleted before reimporting, or reimported with an "Overwrite" setting. More details to come.

Thank you for understanding.
Chris

re: analytic Coffee! Session with Chris Wallingford (part 1 of 2) September 20, 2023 10 am EDT / 3pm BST by Chris Wallingford

Chris Wallingford — Tue, 19 Sep 2023 15:32:40 GMT

Original post updates with this new ZIP download: Intermediate-Workshop-Dashboards.zip

If importing over existing dashboards, chose the Overwrite option when asked...

re: analytic Coffee! Session with Chris Wallingford (part 1 of 2) September 20, 2023 10 am EDT / 3pm BST by Laura Chalmers

Laura Chalmers — Tue, 19 Sep 2023 16:43:28 GMT

I just want to confirm that two of the dashboards - Workshop: Contributions Filters and Workshop: Seats & Tickets Genre should be displaying 'No Results' when imported? The others all have data.

re: analytic Coffee! Session with Chris Wallingford (part 1 of 2) September 20, 2023 10 am EDT / 3pm BST by Edward Borlase

Edward Borlase — Wed, 20 Sep 2023 10:17:03 GMT

Hello all,

Not sure if this is just me, but I'm using the files from the updated ZIP and having trouble importing any of the Seats & Tickets cube dashboards. All of the others (Contributions and Finance) are importing and displaying expected, but nothing happens for the Seats & Tickets versions i.e. no confirmation is displayed and no error message either. I have full designer access and have tried this via both the client and the web application with the same result. I thought perhaps it could be due to the ampersand in the filenames, but renaming these makes no change.

Conscious this may be a local issue here, but am I missing something obvious / has anybody else experienced the same?

Many thanks,

re: analytic Coffee! Session with Chris Wallingford (part 1 of 2) September 20, 2023 10 am EDT / 3pm BST by Lianna Macari

Lianna Macari — Wed, 27 Sep 2023 09:59:52 GMT

Where can I find the recording of this workshop last week?