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
How did I completely miss this until just now?! Wow!..
When we move to 16 there are many thinkings I will need to rethink. Already the list is long, and it gets longer.
Reporting on board giving in the past (not current year) was an issue for me too. I ended up making a manual list for each fiscal year of board members.
Point-in-time reporting has always been a challenge on this front. I have made it a yearly maintenance task to run a list based on our trustee code, make sure it is not marked dynamic and label it as that year's list. This means I can reconstruct who *was* on the board when they made a gift in past FY's.
We don't use dates with Constituencies: they're added or removed as a sort of "active flag". I think we have some things like "Past Board Member", but that doesn't let you know terms. The change in v16 doesn't necessarily impact that usage model at all, but it does allow you to have a different usage model where you can effectively see Constituency history: you can have multiple entries of the same constituency as long as their dates don't overlap.
Note: since ~2020 you can dig up Constituency change history from TA_AUDIT_TRAIL, but before that it wasn't recorded at all.
Hi Elizabeth,
At a previous organization, development staff wanted to be able to see all board members and what they gave or if they hadn't given yet. To report that out in Analytics, I required every board member to have a plan, with a plan type of Board to track the Board's annual giving. All annual contributions could be linked to the plan, like any soft credited gift. Using the plans cube, I could pull in all board members regardless of whether they gave, and this also reported soft credits, which many of the board members had.
As for constituencies, we did use those as well, but relationships were where board was primarily tracked. With a start and end date, this allowed to show tenure, so if a board member served for 3 years and rotated off for 2 years before rejoining, it was easy to see this in the relationship. I scheduled the update constituency report to update board constituencies based on the relationships. Also it made pulling a list of board members for any given year easy, by looking for any board members who had an active relationship date during the year being looked at.
Best,
T.C.
This helped a lot. My only issue is that I want to get the first value to show how many gave and the secondary to show how many board members total. Doing the Count of Constituent ID in Secondary is perfect and gives me the total of members. The top value doesn't want to cooperate to show me how many gave.