Missing TAFFY

Heya! TAFFY got folded in to other things, but I'm in Development and in the early-to-mid stages of analytics adoption. Happy to be a sounding board as you need stuff!

Hi JM! Seconded to what Kate said, the analytics specific groups for the most part got folded into the analytic Coffee group. That being said, analytic Coffee is a great spot for all questions analytics related, especially if you can make one of the virtual meet-ups. They may not always be Development specific topics, but as a development focused person I have learned immense amounts even from Ticketing and Marketing questions folks bring to the meet-ups and the forum

Thanks. I'll reach out if I have issues customizing Contributions dashboards in the next few days 

Definitely hit us up analytic Coffee! you have any questions.  There have been some great contribution, membership and plans dashboards thrown around the forum and on analytic Coffee!

the intro page in supoprt and learning can help onboard your team https://www.tessituranetwork.com/Support/Start/Analytics

analytic coffee has a wiki (which I need to maintain <insert guilt here> ) https://community.tessituranetwork.com/topical_groups/analytics-coffee/w/wiki

and of course Brian Parker's CASE (copy and steal everything) thread from Taffy was moved to the Reporting and Analytics  forum https://community.tessituranetwork.com/tessitura_software_forums/f/tessitura_shared_reports-9/24659/case-copy-and-steal-everything-dashboards-from-02-27-2020-taffy-meeting

and there are a few shared dashboards here 

So I am watching video 3 - Take Your Tessitura Analytics Skills to the Next Level, and I'm not getting to a next level lol. At the 11-minute mark I see an option to bucket gifts by amount. 

I select the last three years. I then try to segment 3 contribution levels. But my graph looks nothing like the presenter's. I also a) don't see an f(x) under values and b) can't make the value amount "stick."

I clicked the button about needing help with the contributions dashboard, though the link only took me to documentation that explains how that default dashboard is set up. From there, I can't figure out how to manipulate my graph... How do I work through this?

I have said that same exact thing. I also cannot get the bucketing to apply to my graphs. Following for an answer. 

Hi folks,

I've been meaning to run a small video 5 minute video on intro to bucketing.  But for now here is a start.

1. FILTERS First it's always good to limit your data a bit. JM Huck  in your the bucketing example you have a lot of filters on your dashboard so you might want to turn them off for now 
2. X AXIS  Add in your X axis Campaign Fiscal Year and you can filter those now 2015 - 2019 if you want to follow Chris W
3. VALUES Next lets add in our Values. All charts need values and each value slab we add is going to be a bucket of numbers.  In our case we are going to look at number of contributions by donation size broken out by year for the year in the following patterns (it's important that they are mutually exclusive so there is no overlap in count)
   1. $0-249.99
   2. $250-$999.99
   3. $1000+
4. How we construct these buckets is as follows. Search for the value Contribution Count and you'll end up with the totals for they year.  
5. Now we can make our first bucket of that value, by filtering by our first value. 
   1. Click on the pencil next to Total Contribution Count to open the value up for editing
   2. Look for Contribution Value Amount by typeing amount in the search. Before you add it in click on More and add in all values
   3. Right click on Amount and choose Filter. Choose values and add in 2 values in there; greater than 0 and less than 250.  Also in the top right choose AND so that it respects both of these in chooseing values
   4. Finally werap the whole formula up in brackets so it looks like (  sum([Contribution  Count] ) , [Amount1]  )
   5. Hit OK and ... You have your first bucket
6. For bucket #2 click on the Hamburger menu next to the value and clisk on Duplicate
   1. click on the pencil to edit it then 
   2. Right click on the Amount in the formula and choose Edit Filter
   3. Change those calues to >=  $250 and <=  $1000
7. You now have 2 buckets! 
8. To stack them on the right in the design tab cllick on Stack

I'll leave you to do bucket #3

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Thanks Heath. I couldn't get the right 'amount' filter until I saw your 'click on More & add all values' note. 

Is there a way for the bucketing to capture total giving / pledge payments, rather than individual gifts. For example, one of our regular givers pulled into a smaller bucket that reflected their monthly giving, rather than the larger bucket which reflected their total annual giving to the fund. 

Does that make sense? 

You want to sum their giving over the year?  What if you used a Multi-Pass Agregation for Sum of contribution (both P&G) - with Campaign or FYear as the Group by?