I started my first dashboard. This year's contribution info looks ok so far, but my boss wanted to compare this year to last year.
This is not what we want, though
What is the best way to edit this widget? Either by calendar year or fiscal year (July through June)?
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?