Hi!
I'm still fairly new to Analytics and have been stumped with a widget. I want to be able to tell how many board members within a year gave. The members for each year are in a manual list, so I need to be able to show that 25 out of 27 gave in 2022. I'm just not sure what equation to use and would like some help.
Thanks!
Elizabeth
If you don't already, I would suggest adding a constituency to board members. You can use that manual list to add constituencies using the manage constituency utility. Then you can easily use that consituency in analytics to grab board members.
v15 or v16? There have been some significant changes in v16 that I'm not up on, but in v15, certainly, this widget has a fundamental problem to be overcome in that in the Contributions cube the members who haven't given simply won't "exist" in the cube to be counted negatively. If they all have a plan (a good idea if they currently don't) then you could perhaps do this in the Plans cube instead.
Are you just looking for a count of how many gave (so you don't need to see how much each gave)? If so, you can do an Indicator widget and choose the Constituent ID as your value. Then, in the filters set one filter with your manual list and another with the contribution date range you're looking at. For the list filter, you'll need to choose the Text option and put in the list number (with a comma on either side). Make sure you've set the list to be used in Analytics.
I cannot suggest this more. We have not only a Board Member constituency but also a Former Board Member constituency. I did this merely for myself, but the Development department noticed and started using it themselves, and they love it. Highly effective for listing and reporting purposes.
We have both already, so great thinking! The only issue with the constituencies on our end is that we have Board Members that roll off a year and then come back on. We're on our 2nd year with Tessitura, so if I need to go back and compare giving numbers, the board listing is different. Have you had any issues with constituency reporting?
That was one of our first things we did when switching to Tessitura. It's our #1 rated constituency since we have a very active board. Do you have any issues reporting by using constituencies if someone rolls off a year and then returns?
Since it is a manually updated constituency, we leave the start dates alone and just update the end dates. Admittedly, yes, that means that some DO show up as active board members during times when they had "rolled off" as you say (we have similar system), but really, our Development department just takes that in stride saying that "they would rather see them showing on this report than not knowing their participation". Is it 100% accurate for a "this year's report"? Not really. But the Development peoples have always been satisfied and have been happy to do a little manual work there. Cannot speak for your organization, but that has been my experience.
v16 will allow for multiple instances of the same constituency, so it should solve this issue.
Will it really? This might mean a complete rethinking of my nightly constituency procedure (we have a ridiculously complex procedure for these). Is there an instance limit? I have many thoughts here.
I've heard it mentioned in more than one v16 webinar. But I haven't heard anything about limits on instances.