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Missing TAFFY

JM Huck
$organization

Where did the Tessitura Analytics for Fundraising (TAFFY) group go? I just saw it in the first webinar but don't see it in the list of communities.

https://www.tessituranetwork.com/Items/Videos/Training/Analytics/Webinar-Collection

Is there anyone else here in Development that is in the early stage of analytics adoption?

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  • $organization in reply to Heath Wilder

    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?

  • $organization in reply to JM Huck

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

  • $organization in reply to Tessitura User

    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.   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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