First off, thanks to Christine Wingenfeld for helping me build my first dashboard in December.
I'm trying to understand the jump to feature but it's not doing what I expect.
The icon in the top left shows I enabled it. I expect to be able to click on a bar and see those constituents. I am in view mode, not configure mode.
However, nothing happens. Am I not doing this right?... Please help me configure this
Help editing formula
…so I was able to jump to constituents and make a list (thanks Chris). However, the results were unexpected. It appears the list shows members up for renewal that month, but not who has gone ahead and renewed in the given month.
I think we want the widget to show who has renewed during that timeframe. Currently, these are the parameters. Advice is appreciated.
Values formula:
[Total Renewed Membership Count] / [Total Membership Count]
Filters:
Hi JM,
The widget includes all active members with expiration in the 0/-1 [FY offset], in order to calculate the renewal rate. If you filter the widget to maybe [Renewed Membership Count] = 1, limiting the scope of the widget to those who have renewed, and then change the value from that renewal rate formula to either [Total Renewed Membership Count] or [Total Membership Count], you should get just the renewed constituents in the jump to and the resulting Tessitura List.
Hey Chris, I couldn't understand [Renewed Membership Count] = 1 but here's what I did. The percentage is alarming so, I think I got farther from the goal.
Change value to: total members
Change filter to: all other statuses besides active
Change name to: Lapse rate
From your post above, JM, it sounds like you want the list of constituents to be those who have renewed. If I read that correctly, then something like this should work...
If you're looking for those who have not renewed, then flip the filter to memberships have a renewed membership count of 0.
If you'd rather, if it's clearer, instead of Renewed Membership Count, you could use Next Membership Result and filter to include Base Membership is Current and Did Not Renew.
Well I tried some more things. Regarding your first image, here's what I did.
Followed filters for the dashboard (1). Followed filter for the widget (2). Edit formula, but as you can see renewals are now 100% (3).
Your third images give me 0%...
The value in my case was just Total Membership Count. Once filtered to Renewed Membership Count = 0 or = 1, we no longer have both the renewed and unrenewed memberships in the widget for the renewal rate formal as you have it there. Does removing the value, and replacing it with a sum of Membership Count provide results?
If you need renewal rate, I can help with a formula that will override the widget filter so that we can divide be the total count of memberships, renewed and unrenewed.
Hey Chris. Had an event so dropped off for a bit. I went into the formula and tried to replace with membership count (sum). But I believe the formula text is the same so I'm not sure what is being changed.
If I select the highlighted option, Total Membership Count is repeated on the existing formula. I thought you were trying to get me to change the formula content. I don't think the highlighted field changes formula content...
I keep confusing you on this one, and as with so many things, it's hard to come back to and pick up after a spell. I'm attaching a dashboard with 3 widget examples, the first and leftmost of which I think is what you're looking for.
RenewedMembersjumpto.dash
Tessitura v15 Help System - Importing a Dashboard (tessituranetwork.com)
It shows the renewal rate, instead of the count of constituents:
However, there is a widget filter on Renewed Membership Count = 1, limiting the scope of the widget (and the Constituents in the related Jump To) to renewed members.
Then in the Renewal Rate formula, the denominator has an ALL() filter to override the limit on renewed memberships, and instead divide by the count of all memberships.
Jumping to the _Constituents dashboard then returns only those members in the renewal rate that have renewed.
Hi Chris. I tried to replicate your formula and renewal-widget filter but the formula window shows an error and I can't close it. I guess I need more proficiency with formulas before I can successfully calculate renewal rate by month.
Hi JM Huck
I think that you might need to remove the SUM function that is giving you the TOTAL - Right click on it and you should be able to change the operator.
ALL ( [ TOTAL RENEWED MEMBERSHIP COUNT ] ) )
Should be
ALL ( [ RENEWED MEMBERSHIP COUNT ] ) )
That'll probably clear it up as I think your TOTAL has as implied bracket around it. But if not you can add in the brackets as below to look 100% like Chris' which may help you get rid of that pesky syntax error
I put Chris's on top and yours below to show them
It's been about 6 months since I've had analytics so it's a guess but should get you in the right direction.
I think that also created a syntax error.