Hello,
I am new to Analytics and I am tasked with creating a dashboard to see progress to goal for our shows. I would appreciate any guidance as to where to look for the information in Analytics.
Thank you
Asma
I'm so glad you asked. it's a Text Book case for Multi-pass agregation! If you are using the "budget" fields in the performance, they add up to a Production Season total budget. BUT you'll quickly find that if you are doing a SUM you'll note that it's WAY too high. Our good pal Chris Wallingford has talked about this before.Help has this to say:
Goal amounts (from campaigns, funds, and designations) and budget amounts (from performances) can be inflated when referenced in widgets because the way data is structured in the data cubes links each individual contribution or ticket sale back to its goal/budget amount
https://www.tessituranetwork.com/Help_System/Content/Tessitura%20Analytics/Designing%20Dashboards/Multi-Pass-Aggregation.htm
The forumula is pretty easy, what it does is add things up grouped by the Perf ID rather than every line of data on the Constituent level.
SUM ([Performance ID], MAX(Budget Amount))
Sing out if you need a hand
Hi Heath,
Thank you, this is amazing, I am going to give this a try and will definitely reach out if I get stuck.
In the same vein as Heath's answer, Chris Wallingford shows some examples of this working in the Part 3 video in the analytics webinar series here (starts around 3 min mark, centered mostly on contributions but the same concept): https://www.tessituranetwork.com/Items/Videos/Training/Analytics/Webinar-Collection