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

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! 

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!