We split our membership program mid fiscal year which resulted in two membership programs to report from.
In a pivot table, or really any chart, can you group rows through some formula or something?
As far as I know you can do it, if awkwardly, by adding formulas on the values. So you'd create filtered Revenue values for "Revenue - Benefactor", "Revenue - Leader", etc.
Another idea is to add some custom categories, but you only have a max of 10 of them in total. If you wanted to group them into 3 groups, then you only have 7 custom categories left.
Tessitura v15 Help System - TX_ANALYTICS_DIVISION_ELEMENT (tessituranetwork.com)
(+) Custom Categories example - Discussions - analytic Coffee! - Tessitura Network
I think you can do this with "bucketing" - its a bit manual to set up as you have to set up all the buckets you want (so if you want 10 rows you have to specify which 10 rows) but once its done it works really well :)
https://community.tessituranetwork.com/tessitura_software_forums/f/tessitura_shared_reports-9/23807/tessitura-analytics-skills-to-the-next-level-webinar---bucketing?_ga=2.248490119.1244946563.1647817927-467708144.1647490002 (part 3)
Yep you can bucket levels together a bit like this
Inside each of the "buckets" is a filtered value ( [Total AVC Amount] , [Membership Level] )
Right click on the Membership Level to select the couple of levels you want to sum together.
From there you can bar chart etc.
Heath, this is a GREAT example of bucketing! The best part is the lines with the triangles.
Heath, This is SOOO Helpful Thank you so much for the clear instructions and graphics!
That solved my issue and I learned something new
No problem my friend. Birthday treat for me
Good old "Snip & Sketch" and "MS Paint"