What is the easiest way to compare this year's to last year's contributions?

Hi JM, are you looking for a line chart or column chart? 

To turn this into a column chart, you can edit the widget and change the visualization type at the top left side in the beige sidebar.

To turn this into a line chart that compares this year to last year, move the "fiscal year" field to the "break by" section (can just click and drag), and add a different field to the X-axis section. Below I chose fiscal period. 

These posts have a few more concepts that may be helpful

https://community.tessituranetwork.com/tessitura_software_forums/f/tessitura_shared_reports-9/22265/sorting-months-in-correct-order-for-a-fiscal-year

https://community.tessituranetwork.com/tessitura_software_forums/f/tessitura_shared_reports-9/24793/custom-sort-a-bar-chart/70237?_ga=2.57994924.768908360.1670957820-104247563.1666894261

Also, there is an Analytic Coffee meeting this Friday. All are welcome, and I have always found everyone willing to help when I get stuck. 

https://community.tessituranetwork.com/topical_groups/analytics-coffee/c/e/1125

Hi JM, are you looking for a line chart or column chart? 

To turn this into a column chart, you can edit the widget and change the visualization type at the top left side in the beige sidebar.

To turn this into a line chart that compares this year to last year, move the "fiscal year" field to the "break by" section (can just click and drag), and add a different field to the X-axis section. Below I chose fiscal period. 

These posts have a few more concepts that may be helpful

https://community.tessituranetwork.com/tessitura_software_forums/f/tessitura_shared_reports-9/22265/sorting-months-in-correct-order-for-a-fiscal-year

https://community.tessituranetwork.com/tessitura_software_forums/f/tessitura_shared_reports-9/24793/custom-sort-a-bar-chart/70237?_ga=2.57994924.768908360.1670957820-104247563.1666894261

Also, there is an Analytic Coffee meeting this Friday. All are welcome, and I have always found everyone willing to help when I get stuck. 

https://community.tessituranetwork.com/topical_groups/analytics-coffee/c/e/1125

Thanks Gabrielle. I had a look at the sorting months thread but I think it made me more lost!

Bar is fine, but I think dates can be narrowed down to Nov. 1 to Dec. 31. I'm trying to hone in on end of year efforts (and last year we missed some  appeals/sources).

Any ideas how to use partial calendar dates, comparing current year to prior year?

I did see there was a date filter. However, there doesn't appear to be a way to add 4th quarter this year *and* 4th quarter last here. Here is the widget.

I turned off the dashboard appeals filter, since it only applies to the current year.

I turned off the most recent years filter, since it was capturing all contributions.

I found the calendar (date) filter, however it only shows 2022. 

HELP.

Hi JM, I'm unable to log into tess and send another screenshot at the moment, but try this:

• Delete the date filter and reactivate the fiscal year filter on the right. Also, hover over the fiscal year filter for a sec and make sure it's in the dimension we need. For the notes below I would use Fiscal Year from the Contribution Date dimension
• On the left side of your widget, add either the Calendar Month Sort or Fiscal Period field from the Contribution Date dimension in the X-axis section. Then hover over the field and click on the little funnel shape that appears in the top right corner. Select/deselect as needed. 
• Add Contribution Amount (or whichever field is to be measured) in the values section
• Add Fiscal Year from the Contribution Date dimension to the break by section

Let me know if that gets us any closer! 

I think the changes make sense. Really need to monitor our sources/appeals moving forward... Thanks Gabrielle, I could follow your instructions!