Hello all! Taking a leap with what might be a very elementary question and hoping you can help!
I want to create a widget that will give me a 5-year comparative report on my total membership numbers on a given date. For example, I have tried to create a formula from the Active Member Count that will take the current date and pull the membership totals on that date one year ago, two years, and so on. No success!
Do you all have a formulas, widgets, or tips on how to accomplish this?
Hi Kayla,
The formula for counting memberships that were active at a given moment in time requires filtering to memberships that had a start date prior to the end of the reporting period, and an expiration date after the start of the reporting period. For example, to get a count of active memberships in October 2022, we'd filter on Membership Start Date being on or before 2022-10-31 and Membership Expiration Date being on or after 2022-10-01. So, straightforward, but not elementary.
For a single widget to show an active member count from a given date, and then that date in the four prior years, I recommend something like this (I used October 1 as the given date):
When I type in that formula it says no results found. Which step am I missing? I duplicated the Tessitura Dashboard called Membership Sales, added a widget pulling data from Membership cube.
Hey Shelley. As that's a new value field your adding click on the [fx] to enter Edit mode rather than the field look up that you are in.
If it was an already established value then clicking on a edit pencil would put you straight there.
Hope that hepls