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
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:
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!